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Josh Young Profile picture
@Josh_Young_1
Apr 15 • 4 tweets • 4 min read Twitter logo Read on Twitter
"People should invest money with Josh at Bison because they're out-performing the benchmark and the oil industry is starved of capital." Amazing endorsement @hkuppy, thank you!!! twitter.com/i/web/status/1…
I wasn't expecting to hear that! I like listening to @hkuppy interviews, and @KYRRadio does great interviews. I'd probably have shared this anyway. Made my day!
open.spotify.com/episode/36TFbz…
It gets even better! He discusses @joyenergyinc - he says it is available at a discount to PDP & has a superior acquisition model with great leadership by @AlexVergeJOY. And the power business is sneakily creating substantial value. I own $joy.to no recommendation #oil #com
Track records matter. Kuppy has an incredible track record. It's even more impressive when you consider it's net of a 20% incentive fee. $1mm in 2019 is now $7mm! 🤯

His endorsement of me (and his ownership of $joy.to) is a BIG deal. Thank you @hkuppy.
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More from @Josh_Young_1

Josh Young Profile picture
Apr 17
Even if oil demand destruction in a recession is 2x, and even if we enter a recession in the US and Europe this year, world oil inventories may decline precipitously. Oil prices are likely convex to the upside from here.
This recent short video addressed the global oil under-supply and inventory issue. And this was before OPEC+ cuts!
We addressed the likely impact of the recent OPEC+ production cuts here:
Read 4 tweets
Josh Young Profile picture
Apr 15
Vitol, Trafigura, Mercuria, Glencore, and ... Zelensky?!?

"Zelensky has been purchasing "discount diesel" from Russia with American money, and stashing the leftover funds."

Reported by a Pulitzer prize winning journalist. Wild if true.
thepostmillennial.com/zelensky-ukrai…
Seems relevant for those responding emotionally to me sharing relevant color on oil smuggling, an important oil macro factor, after checking with oil traders to validate the reasonableness of the claim
en.m.wikipedia.org/wiki/Corruptio…
Really interesting history of the investigative reporter. Many of his biggest stories saw similar vehement pushback and allegations. He hasn't always been right, but his track record means a lot, and these critiques are not new nor reliable.
military-history.fandom.com/wiki/Seymour_H…
Read 4 tweets
Josh Young Profile picture
Apr 3
The OPEC+ cut is "not about targeting a certain price, it's about control"
But let's not ignore this:
And it's best not to forget about @JoeBiden and OPEC++
Read 4 tweets
Josh Young Profile picture
Apr 3
BIDEN ON OPEC+ OIL OUTPUT CUT SAYS IT'S NOT AS BAD AS YOU THINK
OPEC++

How it started / how it's going ImageImage
OPEC+ and @JoeBiden, a short story
Read 5 tweets
Josh Young Profile picture
Apr 3
Turning a good day into a great day - got an invitation to the NCAA championship game! Looking forward to checking it out from the nosebleeds while chatting about oil & gas with industry friends! Image
Parking-flation Image
Full house 🏀 Image
Read 4 tweets
Josh Young Profile picture
Apr 2
China oil imports hit 11.1 MMBOPD last month, their all time high. Data > narratives.
With China international flights up substantially, China's oil imports may increase further
Reminder of various highly confident but totally wrong claims on China's oil demand "peaking" in Q4 2022
Read 6 tweets

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