Discover and read the best of Twitter Threads about #crude

Most recents (5)

$CL_F Oil continued to rise this week delivering the longest winning streak since November 2017. Brent prices increased more than 30% year-to-date as #OPEC+ continued to cut supply for 4 months in a row and optimism over USA-China #tradetalks helped to buoy the demand outlook ...
... Supply risks from Venezuela and Libya, both exempt from #OPEC+ strategy, are mounting. In Venezuela, power failures that plagued the country last month were said to have briefly slashed crude output by half. In Libya, tensions are rising as military leader ...
... Khalifa Haftar ordered his forces to advance on Tripoli on Thursday. Quite interestingly, oil prices continued to rise despite the second consecutive unexpected increase in US #crude #oil stockpiles. Going forward, our strategists think that with the prospects for a ...
Read 4 tweets
1/#IMO2020 is the most significant change to the global refining complex in my lifetime (..however I'm a millennial..sort of) #OOTT
2/#IMO2020 is all about getting rid of ~3.0mln bbls/d of #oil demand and creating ~3.0mln bbls/d of new supply #OOTT
3/#IMO2020 is a play on how confident shippers are (or not) using this new 0.5% blend of marine fuel #oil. Its more of a problem when there is no consensus on what will be gonig into the 0.5% blend. #OOTT
Read 8 tweets
...capito perché non se ne uscirà mai..?!?!
Dollar Shortage #FED
...le due chart "chiave"
Seguire #Fed fund rate futures e Eurodollar Futures oltre al libor è l'unica cosa che conta davvero e che impatta l'economia globale e la natura dei mercato aldilà degli algos telecomandati...
Libor up by 0.35 bps
Libor at 2.61813%
SPOT LOIS at 28.513
Read 135 tweets
Good morning 😀 Another interesting week in the market. Last week, I expected SP500 to set up a relief rally. It did - but what is the outlook ahead? And the Euro....everybody was so bearish the Euro this week. What happens next? Ready for some #HZupdates?
#SP500 the big picture, I think we have the beginning of a major Bear market. We have 5 waves up since 2009 - and this is a major 5(red) top. Hence, the correction is on the entire structure. Will unfold in 3 waves (ABC). Three possible target areas. #HZupdates
#SP500 Wave A of major Bear will unfold in 5 waves. We may have seen wave 1(red) of that decline, and are currently in making of wave 2(red). This may take some weeks to unfold. If this is right, then one of the crashes, we will experience during this bear, waits ahead #HZupdates
Read 15 tweets
#akshar chemicals - FY20 would be a yr to watch. Rev/PAT going 2x, ebitda% improving ~15% to 20% as major contribution frm pigments and silica. Margins wd be more stable due to lower contribution from dye intermediates. #bodal chemicals #kiri chemucals #shree pushkar
Fairly valued at 15x at 610. Though 2 yr fwd is ~8x. #Vinyl Sulphone and #H Acid realizations have stabilized now from peaks due to #China factor last year. Capex permissions are not easy to get with dye intermediates being highly toxic.
Pigments and silica doesn't get impacted by China factor, as being products for domestic market. #Akshar Chem
Read 5 tweets

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