#Oott

Abhi Rajendran

ARaj_Energy

This Mexico situation is absurd They want to show @Pemex will be increasing production to local refiners. Those refiners ran at like 40-45% last year and are a total joke

MailboxMoney

mailboxmoney6

A baggy question:Let's say oil realizations go negative.As a general rule, can mineral rights holders reject their share of production, or do they have to pay?How about ORRI owners?$bsm $dmlp

Jeb!

JebTrades

As of yesterday $UCO still needs to roll $200m of $CL_K to $CL_NAlso reasonable to assume they still need to roll same percentage of $1bn+ swap expo with $GS $RBC

Peter Sutherland

econ_713

/1 Case Study: reason #1263 most Hedge Funds are worthless. Simply put: they don’t listen. In mid-March, a young guy at a pretty well-known hedge fund reached out to discuss

marilolis

marilolis

Hey, world! Welcome to the deranged mind of Mexico’s sinister president!So glad you could finally make it. We’ve been living this hell for 15 months. Have a seat. #AMLOLiesToTheWorld #Mexico

Roger Diwan

RogerDiwan

Oil markets have a very simple problem to understand, but extremely complex to implement by late May-early June: oil supply cannot exceed demand in aggregate for at least few months.

Clark Williams-Derry

ClarkWDerry

WTI now below $8. Now below $5. Now at $3. https://www.bloomberg.com/energy?sref=qm26bHqj WTI oil price now $1.75. #OOTT $1.32. (No picture this time, my index finger hurts from too much mouse

African Conservation Foundation

AfricanConserve

.@Total says it will become #climate neutral by 2050 -- but building new #pipelines will plunge us deeper into #climatecrisis. Can @PPouyanne explain why a 'responsible energy major’ destroys lives

OpenSquareCapital

OpenSquareCap

1/6 Coming into pandemic, analysts forecasted 20-30M bpd builds in inventories as demand collapsed. Real-time data shows builds significantly less (7-8M bpd). Falling prices (negative prices!) reinforced perception of tank

Erik Townsend 🛢️

ErikSTownsend

1/THREAD: Ok MAYBE THIS "CUT" NARRATIVE HAS FARTHER TO RUN...Having been outspoken on why I didn't think a big KSA/Russia production cut would ever happen, I'm going to take the

Elina Ribakova

elinaribakova

1/ Fantastic work by @HyunSongShin on how moving away from original sin @upanizza doesn’t solve all problems as large foreign ownership of local debt still links them into global financial

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

Erik Townsend 🛢️

ErikSTownsend

1/THREAD: WHY OPEC+ CUTS ARE IRRELEVANT AND MARKET OBSESSION WITH THEM IS IRRATIONALProduction cuts are only effective and meaningful when they achieve a balance between supply and demand.When this balance

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

WAF TRADER

TraderCommo

FOLLOWING THREAD #OOTT #OILI don't agree as it offers lots of opportunities for participants to have an edge on the market. Remember, the more the variables, the more arbitrage and

Samer Mosis

Samermosis

@Qatargas will choose partners for its massive #LNG expansion by year-end & its not unlikely #Qatar will choose an Asian NOC, such as China's CNPC or CNOOC, as a core