#Opec

Frontline Llama

valley_llama

The original tanker thesis was:For crude, tonne (barrels) and mile (Western hemisphere production, including shale) growth.For products, IMO 2020 shuffle.Low and constrained vessel supply. The current thesis is:COVID-19 global lock-down

Paul Krugman

paulkrugman

I'm still marveling at the fact that the president of the US is trying to create a cartel to support oil prices, in effect taxing U.S. consumers to support the

Oye

SOBolade

I'm seeing a lot of folks saying oil is now at sub $2 per barrel. I think we need to understand what it means.#Thread1. We have different pricing grade for

Hansel🇳🇬

hannytalker

This thread is for those who don't understand what led to the oil price crises. I will explain in the simplest of terms as this is the industry I operate

Javier Blas

JavierBlas

OIL MARKET 1: An imaginary line cutting across the Suez Canal divides the oil market. East of Suez demand continues to improve, led by China, India and Japan. Soon, ex-jet

Liam Denning

liamdenning

Oil bulls hope Saudi Arabia will save the world. But who's going to save Saudi Arabia's world? #OOTT (1/9) Saudi, like any big oil exporter, is suffering right now.

Paul Krugman

paulkrugman

I know there's a lot of other stuff going on, but surprised not to see more commentary about how weird it is for the U.S. president to be trying to

MalwareTech

MalwareTechBlog

Oil is interesting because it's not typical market, it's more like betting on 3d geopolitical chess. Basically what happened was Russia walked away from an OPEC+ deal to cut production

Summer Said

summer_said

#Trump, #Putin, Saudi Crown Prince Scramble to Fix Oil Markets with @georgikantchev, @AndrewRestuccia and @ScheckWSJ #OPEC #OOTT #US@https://www.wsj.com/articles/trump-putin-saudi-crown-prince-scramble-to-fix-oil-markets-11586523939 via @WSJ In recen

Stephanie Ruhle

SRuhle

THREAD: OIL FUTURES BELOW $1 & HEADED NEGATIVE Why aren’t more people concerned from a consumer & overall economy perspective? What does this mean?It’s just one month - ONLY MAY

Paul Krugman

paulkrugman

Why is Trump so desperate to raise oil prices, even though America is a net oil importer? 1/https://www.nytimes.com/2020/04/12/business/energy-environment/opec-russia-saudi-arabia-oil-coronavirus.html?action=click&module=Spotlight&pgtype=Home

(((David Gaffen))) 🇺🇸

davidgaffen

WEDNESDAY MORNING: And much going on, so let’s get at it, a bit, anyway. The big thing remains OPEC – and really, the question of whether Russia and Saudi Arabia

Koshiek Karan

iamkoshiek

If you're recklessly piling into Sasol... without any idea of OPEC supply cuts, the delays on Lake Charles + plans to find a strategic partner, overall leverage, costs of servicing

Shaylyn Hynes

ShayHynes

What would happen if there was a #fracking ban? The @USChamber did a deep dive, and here is what they found. THREAD 19 million jobs would be lost by 2025.

Indradeep Khan

IndradeepKhan

A brief thread on the History of Oil & the Great GameHowever if you will allow meI will not start w/ John Rockefeller&Standard Oil in 1870s or even Persia in

Pierre Andurand

AndurandPierre

A few thoughts on the OPEC++ meeting. Great effort from all parties so far, at least on paper. Now what does that mean for oil prices? We are still likely