Tullow Oil Share Price (TLW)

Another worthless regurgitation from the

yes you guessed it!!

it’s the 🤡

7 Billion barrels of oil in Jamaican waters and TLW gave this asset away.

Well don't tell Trump there is oil in Jamaica. Idiot!

Here are the key takeaways:

​Potential Oil Discovery: Following tests off the south coast earlier this year that identified hydrocarbons, Jamaica is closer to a "drill decision" than it has been in the past. While commercial production is still years away (likely the mid-2030s if successful), the results have been described as "very positive" by the Jamaican government.

​Economic Drivers: Jamaica imports all of its fuel, costing the country roughly $1.5–$2 billion annually. Proponents argue that the country needs to pursue these oil reserves to achieve energy security and fund improvements in healthcare, education, and social infrastructure, especially given the country's economic struggles post-pandemic and the impact of recent disasters like Hurricane Melissa.

​Environmental Conflict: The prospect of drilling has drawn sharp criticism from environmentalists. Critics argue that pursuing fossil fuels contradicts Jamaica's global advocacy for a fossil fuel non-proliferation treaty and its commitments to protect coastal ecosystems like mangroves and coral reefs. They also emphasize that the island is highly vulnerable to the climate crisis and that the potential for an oil spill poses a catastrophic risk to its tourism and fishing industries.

​The Dilemma: The article highlights a broader, difficult debate for developing nations in the region: the choice between maintaining a "moral high ground" regarding the global transition to green energy versus the urgent, "bread-and-butter" necessity of generating revenue and reducing debt.

We are now coming up to a strategic window. On Monday 8th June we ship the May Jubilee Cargo @xnjr can you please check and see if you can confirm the tanker dates??

After that we have two cargos in July

Jubilee 03/07/26 and 27/0726

And two cargos in August

Jubilee 01/09/26 and TEN 7/08/26

Bear in mind a tanker from the gulf normally takes 40 -45 days to reach its destination Ghana is on the West Coast of Africa a cargo can get to Europe in 10-12 days. I know most of the Tullow cargos go to China but the prices are set by equivalent cargos. Now that 40-45 days is a tanker with a clean bottom. The tankers in the gulf have been stationary in a warm water area for nearly 4 months. Without treatment the ships could take another 5-10 days.

This means there are 87 days until 01/09/26. However if you take off the extra 45 days a Gulf tanker will take over an African tanker we are in a 42 day window. A window in which oil tanks will be emptying and buyers will be desperate for oil. If we can get a premium price say $150+ for three or four of these cargoes we could knock off an additional $200m of senior debt come cash call on 15/09/26. The clock is ticking.