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Crude(Stay Alert)head🛢
cbjom
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
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David Sheppard
OilSheppard
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
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Cuneyt Kazokoglu
ckazok
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
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Petrologica
Petrologica
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
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Javier Blas
JavierBlas
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
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Reza Zandi
R_Zandi
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
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David Sheppard
OilSheppard
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
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Javier Blas
JavierBlas
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
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Dr Liam Wagner
Liam_Wagner
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
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(((David Gaffen))) 🇺🇸
davidgaffen
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
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Anas Alhajji
anasalhajji
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
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Sam
Samir_Madani
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.
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Minyoung Sohn
minyoung_sohn
#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
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Anas Alhajji
anasalhajji
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
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Erik Townsend 🛢️
ErikSTownsend
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
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PiQ
PriapusIQ
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
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