#OOTT

Crude(Stay Alert)head🛢

1/ Musings* on hurricanes and the #oil market..*from my years of experience sitting on my fat ass staring at my screen - rather than any direct experience chasing them around

The numbers show why Saudi Arabia’s attempt to blame Mexico over 300k b/d might not fly in USS.Arabia oil output in February = ~9.8m b/dS.Arabia current output = ~12.3m b/d

Cuneyt Kazokoglu

Attempts to put the coming decline in US gasoline demand, the single biggest item in global #oil consumption, in perspective. 5 mbd = gasoline demand in EU+ME+AFI also liked @TomKloza's

At the risk of being all "time for a little game theory".... it actually is time for a little game theory thread. As a treat.This is how we think about

SHUT-INS (A THREAD): US and Canada combined shut-ins appear to have been running higher than what listed companies have disclosed, perhaps peaking as high as ~4.0 million b/d (the figure

My Views: As a result of sanctions, decline in the production of Iranian #oil has reached a point that it virtually has no effect on decisions made by #OPEC. It

Some of the biggest trading houses and hedge funds have emerged as winners in this week's chaotic oil market.The losers? Often retail investors believing crude could be a one-way bet.‘Muppets

BEHIND THE G-20 STATEMENT: There were a few interesting changes, from the earlier drafts on Friday to the final communique (this is normal diplomatic wrangling, but interesting to see what

For the 90th Month in a row, Australian Oil import coverage stocks remains ~37% below the 90 day IEA minimum. Growing geopolitical threats which effect oil supply place Australia in

(((David Gaffen))) 🇺🇸

So US oil, the #Oilprice, or May WTI, or West Texas Intermediate, or what-have-you, crashed to a ridiculous negative-$40 today.So a few things.1. No, you aren't going to be paid

Thread on oil prices, etc1- China supports oil demand & oil prices in NORMAL circumstances. It cannot do so in a #COVID19 world. Lower oil prices might encourage imports and

Port Neches, TX 1 hr ago. #OOTT Nederland, TX 1hr ago. Meanwhile in Houston just 52 minutes ago.... Houstonians are slightly puzzled. Shreveport, LA just 14 min ago. Still nothing.

#OOTT @Samir_Madani In 1 hr, you are cordially invited to our webinar w/ @CornerstoneOil Mike RothmanThis is open to the public but requires registration, k?https://us02web.zoom.us/webinar/register/WN_E7G6i66VTJyd83TbldzL_A Bring your Q&A, would

Thread on the life cycle of shale - The shale oil revolution started when oil prices were $75+- You drill wherever at high prices- When prices collapse, you move to

Erik Townsend 🛢️

1/THREAD: THE V-SHAPED CRUDE DEMAND RECOVERY FANTASYI'm baffled by the popularity of this GS chart anticipating crude oil demand to recover just as quickly as it collapsed.Almost everyone seems to

Goldmans on the latest #OPEC(etc) agreement.“A historic yet insufficient cut”1/2#OOTT Goldmans on the latest #OPEC(etc) agreement.“A historic yet insufficient cut”2/2#OOTT