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		<nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012653101</cusip>
		<value>1730669</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9640</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9640</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ANTERO RESOURCES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03674X106</cusip>
		<value>40368928</value>
		<shrsOrPrnAmt>
			<sshPrnamt>951200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>951200</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ARCELORMITTAL SA LUXEMBOURG</nameOfIssuer>
		<titleOfClass>NY REGISTRY SH</titleOfClass>
		<cusip>03938L203</cusip>
		<value>1426978</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28173</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28173</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ARIS MINING CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>04040Y109</cusip>
		<value>25919952</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1396396</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1396396</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ATMOS ENERGY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>049560105</cusip>
		<value>13209142</value>
		<shrsOrPrnAmt>
			<sshPrnamt>71509</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>71509</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>05722G100</cusip>
		<value>10586070</value>
		<shrsOrPrnAmt>
			<sshPrnamt>173400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>173400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BKV CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05603J108</cusip>
		<value>46965966</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1646773</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1646773</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BP PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>055622104</cusip>
		<value>166445659</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3541397</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3541397</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BUNGE GLOBAL SA</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>H11356104</cusip>
		<value>142278670</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1118543</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1118543</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CAMECO CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>13321L108</cusip>
		<value>25394104</value>
		<shrsOrPrnAmt>
			<sshPrnamt>233810</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>233810</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CELANESE CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>150870103</cusip>
		<value>4906442</value>
		<shrsOrPrnAmt>
			<sshPrnamt>74600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>74600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15135U109</cusip>
		<value>126590548</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4771600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4771600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENTERPOINT ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>15189T107</cusip>
		<value>127425800</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2952405</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2952405</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENTERRA GOLD INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>152006102</cusip>
		<value>40146443</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2264523</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2264523</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CENTURY ALUM CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>156431108</cusip>
		<value>30213612</value>
		<shrsOrPrnAmt>
			<sshPrnamt>514800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>514800</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>16411R208</cusip>
		<value>130379491</value>
		<shrsOrPrnAmt>
			<sshPrnamt>459471</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>459471</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COMFORT SYS USA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>199908104</cusip>
		<value>30821805</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22351</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>22351</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20825C104</cusip>
		<value>68929344</value>
		<shrsOrPrnAmt>
			<sshPrnamt>522192</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>522192</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CORE NATURAL RESOURCES INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>218937100</cusip>
		<value>76100379</value>
		<shrsOrPrnAmt>
			<sshPrnamt>726634</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>726634</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>COTERRA ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>127097103</cusip>
		<value>256581422</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7301691</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>7301691</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>CRH PLC</nameOfIssuer>
		<titleOfClass>ORD</titleOfClass>
		<cusip>G25508105</cusip>
		<value>35543069</value>
		<shrsOrPrnAmt>
			<sshPrnamt>338119</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>338119</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
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		<nameOfIssuer>CUMMINS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>231021106</cusip>
		<value>39559535</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73528</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73528</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DARLING INGREDIENTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>237266101</cusip>
		<value>205621748</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3324523</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3324523</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DENISON MINES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>248356107</cusip>
		<value>14854805</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4208160</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4208160</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25278X109</cusip>
		<value>52624996</value>
		<shrsOrPrnAmt>
			<sshPrnamt>266065</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>266065</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DT MIDSTREAM INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>23345M107</cusip>
		<value>112450258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>835006</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>835006</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DUPONT DE NEMOURS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26614N102</cusip>
		<value>3914068</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85460</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85460</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>ENERGY TRANSFER L P</nameOfIssuer>
		<titleOfClass>COM UT LTD PTN</titleOfClass>
		<cusip>29273V100</cusip>
		<value>9962660</value>
		<shrsOrPrnAmt>
			<sshPrnamt>516200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>516200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29364G103</cusip>
		<value>122982739</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1094542</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1094542</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EQT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26884L109</cusip>
		<value>68085254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1069850</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1069850</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXPAND ENERGY CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>165167735</cusip>
		<value>47390928</value>
		<shrsOrPrnAmt>
			<sshPrnamt>431690</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>431690</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30231G102</cusip>
		<value>39575231</value>
		<shrsOrPrnAmt>
			<sshPrnamt>233262</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>233262</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLOWSERVE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>34354P105</cusip>
		<value>5520601</value>
		<shrsOrPrnAmt>
			<sshPrnamt>75100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>75100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FRANCO NEV CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>351858105</cusip>
		<value>35575200</value>
		<shrsOrPrnAmt>
			<sshPrnamt>144000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>144000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FREEPORT MCMORAN INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>35671D857</cusip>
		<value>58707348</value>
		<shrsOrPrnAmt>
			<sshPrnamt>998764</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>998764</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GARRETT MOTION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>366505105</cusip>
		<value>1423856</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78363</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>78363</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37045V100</cusip>
		<value>1983786</value>
		<shrsOrPrnAmt>
			<sshPrnamt>26628</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>26628</Sole>
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			<None>0</None>
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		<nameOfIssuer>HF SINCLAIR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>403949100</cusip>
		<value>65786200</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1054435</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1054435</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>HUBBELL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>443510607</cusip>
		<value>106165219</value>
		<shrsOrPrnAmt>
			<sshPrnamt>216337</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>216337</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>HUT 8 CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44812J104</cusip>
		<value>5390381</value>
		<shrsOrPrnAmt>
			<sshPrnamt>114909</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>114909</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>IAMGOLD CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>450913108</cusip>
		<value>55585660</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2953542</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2953542</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>JAMES HARDIE INDS PLC</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G4253H101</cusip>
		<value>37081300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1957830</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1957830</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LEGENCE CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>52476L109</cusip>
		<value>41008931</value>
		<shrsOrPrnAmt>
			<sshPrnamt>726336</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>726336</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LIBERTY ENERGY INC</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>53115L104</cusip>
		<value>29709360</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1031575</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1031575</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LINCOLN ELEC HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>533900106</cusip>
		<value>23290973</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93508</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93508</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LYONDELLBASELL INDUSTRIES NV</nameOfIssuer>
		<titleOfClass>SHS - A -</titleOfClass>
		<cusip>N53745100</cusip>
		<value>52741585</value>
		<shrsOrPrnAmt>
			<sshPrnamt>654687</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>654687</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MARATHON PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>56585A102</cusip>
		<value>75817890</value>
		<shrsOrPrnAmt>
			<sshPrnamt>310500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>310500</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MASTEC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>576323109</cusip>
		<value>71767646</value>
		<shrsOrPrnAmt>
			<sshPrnamt>223061</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>223061</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NEXTPOWER INC</nameOfIssuer>
		<titleOfClass>CLASS A COM</titleOfClass>
		<cusip>65290E101</cusip>
		<value>16058104</value>
		<shrsOrPrnAmt>
			<sshPrnamt>133207</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>133207</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>NOBLE CORP PLC</nameOfIssuer>
		<titleOfClass>ORD SHS A</titleOfClass>
		<cusip>G65431127</cusip>
		<value>38236080</value>
		<shrsOrPrnAmt>
			<sshPrnamt>779215</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>779215</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>NRG ENERGY INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>629377508</cusip>
		<value>130197003</value>
		<shrsOrPrnAmt>
			<sshPrnamt>890906</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>890906</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NUCOR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>670346105</cusip>
		<value>49565577</value>
		<shrsOrPrnAmt>
			<sshPrnamt>293114</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>293114</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>NVENT ELEC PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6700G107</cusip>
		<value>112405151</value>
		<shrsOrPrnAmt>
			<sshPrnamt>950331</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>950331</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>OLIN CORP</nameOfIssuer>
		<titleOfClass>COM PAR $1</titleOfClass>
		<cusip>680665205</cusip>
		<value>18532998</value>
		<shrsOrPrnAmt>
			<sshPrnamt>623377</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>623377</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OVINTIV INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69047Q102</cusip>
		<value>254257519</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4283314</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4283314</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>PAR PAC HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>69888T207</cusip>
		<value>23143288</value>
		<shrsOrPrnAmt>
			<sshPrnamt>369465</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>369465</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>PATTERSON-UTI ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>703481101</cusip>
		<value>32525999</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3003324</Sole>
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			<None>0</None>
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		<nameOfIssuer>PERMIAN RESOURCES CORP</nameOfIssuer>
		<titleOfClass>CLASS A COM</titleOfClass>
		<cusip>71424F105</cusip>
		<value>131086340</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6148515</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>6148515</Sole>
			<Shared>0</Shared>
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		<nameOfIssuer>PHILLIPS 66</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>718546104</cusip>
		<value>14993414</value>
		<shrsOrPrnAmt>
			<sshPrnamt>82300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>82300</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>PRIMORIS SVCS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74164F103</cusip>
		<value>96528971</value>
		<shrsOrPrnAmt>
			<sshPrnamt>674839</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>674839</Sole>
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			<None>0</None>
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		<nameOfIssuer>QNITY ELECTRONICS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK</titleOfClass>
		<cusip>74743L100</cusip>
		<value>49992308</value>
		<shrsOrPrnAmt>
			<sshPrnamt>433284</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>433284</Sole>
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			<None>0</None>
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		<nameOfIssuer>RALLIANT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>750940108</cusip>
		<value>46258478</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1112250</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SEADRILL LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G7997W102</cusip>
		<value>39463879</value>
		<shrsOrPrnAmt>
			<sshPrnamt>867338</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>867338</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SELECT WATER SOLUTIONS INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>81617J301</cusip>
		<value>44201700</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2889000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2889000</Sole>
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			<None>0</None>
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		<nameOfIssuer>SEMPRA</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>816851109</cusip>
		<value>137280610</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1412788</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1412788</Sole>
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			<None>0</None>
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		<nameOfIssuer>SENSATA TECHNOLOGIES HLDG PL</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G8060N102</cusip>
		<value>63277731</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1796642</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1796642</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>SOLSTICE ADVANCED MATLS INC</nameOfIssuer>
		<titleOfClass>COM SHS</titleOfClass>
		<cusip>83443Q103</cusip>
		<value>48929068</value>
		<shrsOrPrnAmt>
			<sshPrnamt>642451</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>642451</Sole>
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			<None>0</None>
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		<nameOfIssuer>STANDARD LITHIUM LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>853606101</cusip>
		<value>13545870</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3972396</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3972396</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>867224107</cusip>
		<value>205228221</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3103851</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3103851</Sole>
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			<None>0</None>
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		<nameOfIssuer>TAMBORAN RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87507T101</cusip>
		<value>3443261</value>
		<shrsOrPrnAmt>
			<sshPrnamt>68879</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68879</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TARGA RES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87612G101</cusip>
		<value>162583361</value>
		<shrsOrPrnAmt>
			<sshPrnamt>648440</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>648440</Sole>
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			<None>0</None>
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		<nameOfIssuer>TECHNIPFMC PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G87110105</cusip>
		<value>57812244</value>
		<shrsOrPrnAmt>
			<sshPrnamt>836283</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>836283</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>TERAWULF INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88080T104</cusip>
		<value>518210</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35912</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>35912</Sole>
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			<None>0</None>
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		<nameOfIssuer>TOTALENERGIES SE</nameOfIssuer>
		<titleOfClass>ACT</titleOfClass>
		<cusip>F92124100</cusip>
		<value>86412804</value>
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		<nameOfIssuer>VENTURE GLOBAL INC</nameOfIssuer>
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		<nameOfIssuer>VISTRA CORP</nameOfIssuer>
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		<nameOfIssuer>WESTLAKE CORPORATION</nameOfIssuer>
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		<votingAuthority>
			<Sole>219900</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>WILLIAMS COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>969457100</cusip>
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			<sshPrnamt>1668428</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1668428</Sole>
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			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>XCEL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>98389B100</cusip>
		<value>121665696</value>
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			<sshPrnamt>1531542</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1531542</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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</informationTable>
