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The Werst Manifesto Profile picture
The Werst Manifesto
@Bestiuk1
O&G Maintenance Planner. Power Eng. Swing Trader and Investor📈. Constantly busy. 🇨🇦
Sep 8, 2022 • 7 tweets • 2 min read
I'm listening to Grant Williams' latest podcast episode and @DoombergT makes a good point about storage being a supplementary option for gas consumption. I've operated one of these facilities, and this is correct. Only so much flow can be achieved from salt caverns, and heres why These caverns basically operate by displacement. Brine is pumped into the cavern, which heavier than the hydrocarbons, displacing them to the top of the cavern. This displacement creates high pressures, which then can be turned into velocity, creating flow into the pipeline
Sep 6, 2022 • 6 tweets • 2 min read
In every one of these articles I keep reading about the upcoming #metals shortage, they mention defense industries. Aircraft, missiles, etc.

This is fitting into what I'm seeing across defense stocks... Lockheed Martin $LMT is showing one of the biggest negative divergences I've ever seen.

What does that mean? It's the signal of an incoming change in trend. These can be spotted before the trigger happens.

I was wondering what the trigger would be. Maybe this is it... Image