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https://twitter.com/Big_Orrin/status/18362863215113011862. Those three things are what they typically haggle over
https://twitter.com/big_orrin/status/18342503045035541972. He thought success in war could be easily calculated. In this case the one with the highest body count is the loser.
https://twitter.com/big_orrin/status/18313881689204287092. @Amena__Bakr and @energyintel suggested that there would be a deficit of 1.75mbpd in the 2H of 2024. Now let’s put that in perspective.
https://twitter.com/leRaffl/status/17994467609238448712.
https://twitter.com/ftenergy/status/17614100264788952412. Despite being the World’s largest oil producer the U.S. has such a paranoia over energy embargoes and what happened in the 1979s that a true discussion can never happen without that paranoia creeping in.
https://twitter.com/anasalhajji/status/1742735341302218998Jan cargoes were bought under contango so AB customers would buy end of Jan cargoes as they are the cheapest. ME grades are very expensive compared to other cargoes
https://twitter.com/big_orrin/status/17229218717487679622. They know this information on supply/demand months before many that paper trading see their ship tracking /import data.
https://twitter.com/AndurandPierre/status/17226088897896491212. Example WAF crude will begin trading next week. It will be for the January programs. So will be priced against March Brent contract not the current January front month contract. Also because pricing period is based on loading period not when you buy.
https://twitter.com/Petro_Logistics/status/17064061581170361742. It is believed refinery maintenance is 44% of capacity currently. That means gasoil production is 1mbpd (down from 1.7mbpd). With consumption at 0.7mbpd, that means builds of 300kbpd. That means back to January levels in 14 days.