#Oott

Big_Orrin

Big_Orrin

1. ThreadFor those stuck in the office and not stuffing their face with Turkey and arguing with their family over politics.The biggest disappointment in the US has been refinery throughput

Gregory Vousvounis

GregVous

According to @PotenPartners today we have an uptick in LR2 and LR1 rates while MRs remain very strong. $STNG MRs are coming down but LRs continue to tick up. Let's

(((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

Elié Villeda

Elie_Villeda

Básicamente así está el timeline de la reunión OPEC1) El REQUISITO para dicha reunión es que todos tenían a cortar producción.2) En días pasados se discutió la base y cantidades

Stephanie Kelly

StephanieKellyM

There's been some talk on a potential feedstock deficit from growing renewable fuels. Here's a story explaining that, and the larger #renewable energy market. https://www.reuters.com/article/us-usa-energy-feedstocks-graphic/u-s-rene

Madalina Vicari

v_madalina

Now, that the fever of #Turkey's gas finding has cooled off (or not?), time for a (long) THREAD on challenges and implications #OOTT #ONGT The gas is in ULTRA-deep

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.

Big_Orrin

Big_Orrin

1. OPEC+ expect a large stock draw into year end. The problem is where is it occuring? OECD Refineries typically hold a specific number of cover days of production. With

The Junior Advisors

JuniorAdvisors

1/With all of the news surrounding #Crude oil and #USO trading at all time lows, we find it urgent to explain why now is NOT the time to purchase this

It takes two to contango

2Contango

THREAD #OOTT $HUNTA pair of one-year-old VLCCs controlled by Norway’s Hunter Group have been sold on subjects to Abu Dhabi’s state-run energy company Adnoc.The 300,000-dwt, scrubber-fitted Hunter Laga and Hunter

Steve McCaffrey

stevemccaff

A THREAD looking at Alberta In-Situ Oilsands Production shut-ins and rampbacks. All data from AER, up to April 2020. #OOTT #EFTUsing a 3 month baseline avg of Dec19 - Feb20,

Shales From The Crypt

ViscosityRedux

What are upstream operators saying about their proclivity to increase activity in 2H20 and 2021? The following are quotes from several mgmt teams so far during 2Q earnings season:#EFT#OOTT $APA-

Sam

Samir_Madani

I decided to make a thread dedicated to real-time indicators of oil demand. Though a lot of sources have been around for some time now, some didn't make anything publicly

Peter Sutherland

econ_713

/1 This thread will highlight the outsize role of Strategic Petroleum Reserve (SPR) barrels in EIA #oil inventory data; the misunderstood time lag of #OPEC cuts/surges; & why I expect

GW

GharWapasi_

THREAD1/n#CrudeOil is trending and there are lot of misconceptions regarding it's fall today especially the WTI price becoming -veNot all crude oil is same. There are 1000s of varieties based

It takes two to contango

2Contango

THREAD #OOTTOil Heavyweights Look Ready for a ShowdownOil producers could be set for another showdown before the end of the year, with heavyweights Saudi Arabia and Russia holding different views