NO longer actively posting; find @DavidDTawil @CentaurusEnergy
NO longer actively posting; find @DavidDTawil ctaurus.com Argentina Joined March 2020-
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NO longer actively posting; find @DavidDTawil
#Argentina #CruzDelSur opens. About a month later than predicted $YPF econojournal.com.ar/2020/08/ypf-pu…
#Argentina #VacaMuerta Gasoline prices rise. Nice lnkd.in/eY77BST
#OPEC+ Right now, the most efficient and effective worldwide policy body. #SaudiArabia kept up the pressure on OPEC+ nations that have been exceeding their oil-output targets, hours before a meeting to discuss their agreement. King Salman bin Abdulaziz ca…lnkd.in/emyisu4
#Argentina Gasoline prices have to be raised lnkd.in/e-bYUqy
#Argentina #BarrilCriollo Non-integrated producers vs Integrated producers. $VIST vs $YPF lnkd.in/eZ2PwYt
#OOTT #Fitch The oil demand outlook is “strongly bullish,” and is expected to normalize as virus containment measures are eased and economic activity picks up, Fitch Solutions said. Global consumption remains around 10 million b/d lower than pre-pandemic…lnkd.in/efrAfR5
#OOTT Let the price-target hikes begin. #Brent is set to reach $60/bbl in 1H21, according to #BofA. The international benchmark is on track to rise, and the forward curve to flip into backwardation, if OPEC+ adheres to output cuts and the coronavirus pand…lnkd.in/eBBj9M2
#OOTT #China heading toward record diesel demand lnkd.in/dTVhHDd
#Argentina #BarilCriollo Nice set up with #Brent closing above and below USD 45/bbl, so as not to trigger the removal of the price floor #OOTT
#OOTT Further pressure on US production if Dems take the WH. #Argentina #VacaMuerta lnkd.in/dExaXeq
#Argentina #GasPlan4 More details emerge; industry meetings scheduled lnkd.in/emfqWG3
#Argentina #VacaMuerta Neuquen vs Alberta vs Norway. There's a lot to unpack lnkd.in/eQBwCVc
#OOTT U.S. #shale oil supply may be 650,000 b/d lower than the current estimate of 5.83 million b/d by year-end, if the tepid average upstream activity levels over the past six weeks continue for the next 12 months, #JBCEnergy
#OOTT $OXY #OccidentalPetroleum will have just a single oil rig in the #Permian Basin in the second half of the year, illustrating the scale of the shale industry’s pullback and the company’s debt woes.
@SullyCNBC With no red tape (regulation), it’s easier to win the race, and to lie that you’ve won the race
#Argentina Next up, the #IMF lnkd.in/eAcBq6R
#OOTT #Saudi cutting back on shipments to the US to bring down inventory lnkd.in/eC6-vJ7
#OOTT US drilling hitting lower lows lnkd.in/e4UXxUY
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