To The Moon

1.Updated Large/Mid Cap O&G YTD returns. Top 3: 1 -TOU$Tourmaline Oil Corp.(TRMLF)$ 69.86% (New Leader) 2 -VET$Vermilion(VET)$ 67.63% 3 -ARX$Arc Resources Ltd.(AETUF)$ 42.09% Bottom 3: 1 -WCP$Whitecap Resources, Inc.(SPGYF)$ 13.62% (absolute worst) 2 -SU$Suncor(SU)$ 16.75% (Second absolue worst) 3 -CPG$Crescent Point(CPG)$ 18.22% Honorable mentions CVE$Cenovus(CVE)$ - 35.48%ERF$Enerplus(ERF)$ - 36.13%2.I thought I'll update this for fun. Price appreciation required by Canadian O&G firms to reach their respective 52-week highs. 12 out of the last 16 weeks, 4 straight months and more than 35% from June highs. Again imagine how bad is demand (strong USD) when you have so many supply issues and oil can’t stop tanking.3.Shanghai Containerized Freight Index is down another 10% w/w, down for the 15th consecutive week. That's now 5 consecutive weeks of close to 10% drops. YTD Avg price $4134 2021 Avg price $3794 2020 Avg price $1230 2019 Avg price $8194.North American Natural Gas Storage Levels for the week ending September 16/2022. US Natural Gas Storage (bcf) is 10% lower than 5yr avg. Canada Natural Gas Storage (bcf) is 11% lower than 5yr avg.5.Bulls tried and couldn't hold the ground. Lower we go. WTI is down ~15% Q/Q, and USD/CAD is up ~2% Q/Q. So basically for every barrel of oil produced, Canadian Energy companies are making ~13.3% lower in revenues Q/Q.6.No comment!$Montrose Environmental Group(MEG)$$Arc Resources Ltd.(AETUF)$$Tennessee Valley Authority(TVE)$$Crescent Point(CPG)$$Whitecap Resources, Inc.(SPGYF)$$Obsidian Energy Ltd.(OBE)$$Tourmaline Oil Corp.(TRMLF)$$Cenovus(CVE)$$Enerplus(ERF)$$Vermilion(VET)$$Canadian Natural Resources(CNQ)$$C&J Energy Services, Inc.(CJ)$$Suncor(SU)$$Imperial(IMO)$7.DAX breaking down from a multi-month falling traingle. Now the real fun starts! Every day I wake up to European markets wondering what the hell is happening, then I look at the USD and everything becomes clear as water. $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ $Cboe Volatility Index(VIX)$ https://twitter.com/Gugo907/status/1573271555567915009