RT @CorgiSquirrel
"Fascism is the stage reached after communism has proved an illusion" F A Hayek Joined March 2014-
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Marginal cost of U.S. shale to move from $70 to $95 WTI by mid-2030s Updated forecast reveals plateauing production and rising breakevens driving U.S. shale plays shift to higher-cost, less-proven targets #oott enverus.com/newsroom/margi….
Drilling activity in the US (Baker Hughes/Primary Vision) #OOTT
Crude oil to be driven longer-term by supply-demand mismatch, geopolitics - column by @ClydeCommods reuters.com/markets/commod…
Yet another extraordinary act of self-harm by the EU: they've just cut off one of their main trade arteries with China (worth €25B/year), the train route that goes through Belarus and Poland. Quite literally, this is the EU blockading itself. Most countries are victims of…
Yet another extraordinary act of self-harm by the EU: they've just cut off one of their main trade arteries with China (worth €25B/year), the train route that goes through Belarus and Poland. Quite literally, this is the EU blockading itself. Most countries are victims of…
A study of revolutions, rebellions, and other society upheaval showed that cooling periods, not warming ones, led to bigger problems. Key passage: "The potential link between the number of rebellions and revolutions in the Europe-Russia-Ottoman Empire (EROE) and solar activity…
This dude is one of the legendary quants. I could not agree more. Palladium and Platinium, plus some rare earth oxides are great longs to have. That asían pyramid power comic adventure you drew was dope, Espen.
This dude is one of the legendary quants. I could not agree more. Palladium and Platinium, plus some rare earth oxides are great longs to have. That asían pyramid power comic adventure you drew was dope, Espen.
Oil analysts can no longer ignore Ukrainian drone attacks on Russian refineries. Last 72 hours has seen a ~300,000 b/d refinery in Volgograd region knocked out, and that follows loss of a Lukoil-owned refinery on weekend. These items need to be baked into oil commentaries.
Anna is correct below when she says: "I have not seen a meeting with so much contradictions." --- This meeting was a mess. See the labels in the dot plot below. One member of the FOMC thinks the Fed is going to HIKE rates this year. One (Stephen Miran) thinks it is going to cut…
Anna is correct below when she says: "I have not seen a meeting with so much contradictions." --- This meeting was a mess. See the labels in the dot plot below. One member of the FOMC thinks the Fed is going to HIKE rates this year. One (Stephen Miran) thinks it is going to cut… https://t.co/qPlJGL57ln
Poland refuses to reopen its border with Belarus, cutting China off from a €25B/year trade artery. Some 90% of China-EU rail freight moves through Poland, now frozen amid Zapad-2025 drills and a Russian drone incursion. Beijing asked Warsaw to restore the route (vital for…
pen spinning tutorial in under half a minute
The data center boom is sweeping across the country, and Texas has garnered more proposals than almost any other state. If every planned project were to go forward, it would mean nearly 9 GW of additional electricity demand or just over 1 Bcf/d of #naturalgas. That’s enough to…
(WCTW) The Promised Land Structural supply deficit is coming, but knowing how to navigate the incoming setup is just as important. hfir.com/p/wctw-the-pro…
Another very good day for the portfolio and I crossed the $200k range when you count the small cap portfolio too. Carried by $HROW $ALB $LMND & $UPST today. $16 a month to join us 👇
INFLATION: Steve Hanke, economics professor economics at Johns Hopkins University reminds us that the best predictor of inflation is not month-to-month CPI fluctuations but the underlying growth of the money supply. He points out that after the COVID-era surge in M2 growth, which…
Bond market vigilantes are back. Three things are happening: (i) long-term yields are rising everywhere, a legacy of the COVID debt binge: (ii) France and Japan are idiosyncratic trouble spots; (iii) key safe havens like Germany are losing that status... robinjbrooks.substack.com/p/bond-market-…
Whatever could it be?
I don't know who needs to hear this, but you are not going to get here on pixie dust and unicorn dreams...you need energy and energy infrastructure. There are too many underweight energy imho.
US shale/tight "Oil" plays get gassier as the wells age. See my 👇table @EIAgov Sep STEO data. Gas % of total boe production. Bakken. 25.33% in 2020 to 31.61% in 2026. Eagle Ford: 43.51% in 2020 to 48.85% in 2026. Permian: 37.06% in 2020 to 41.74% in 2026. So unless new…
US shale/tight "Oil" plays get gassier as the wells age. See my 👇table @EIAgov Sep STEO data. Gas % of total boe production. Bakken. 25.33% in 2020 to 31.61% in 2026. Eagle Ford: 43.51% in 2020 to 48.85% in 2026. Permian: 37.06% in 2020 to 41.74% in 2026. So unless new… https://t.co/0tembyvUZb
Most sober take I've seen so far on the subject:
Bearish on oil? Check the chart. Where is the oil?
Bearish on oil? Check the chart. Where is the oil?
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