Jeff Barron 🛢

How will you inquire into that which you do not know?

What will you put forth as the subject of inquiry?

[Jeff Barron 🛢 @Barron_Energy]

@T_Mason_H It was a gift that kept giving... https://t.co/97xJl7NN9f

[Jeff Barron 🛢 @Barron_Energy]

@TWilder86 https://t.co/7Uam1E0IWL

[Jeff Barron 🛢 @Barron_Energy]

@T_Mason_H Nice color palette.

[EIA @EIAgov]

#ThisWeekInPetroleum: EIA completes study on rising crude #oil adjustment, with two upcoming changes to reduce it.

👉 https://t.co/ttlEcIA4Ft

[Tristan Abbey (EIA-1) @EIA_One]

This week, our team completed a 90-day assessment of the high adjustment figures we’ve been seeing in our weekly and monthly crude oil data.

Let’s discuss what we’ve found and what we plan to do.

[Tristan Abbey (EIA-1) @EIA_One]

In the @EIAgov Weekly Petroleum Status Report released today, we had another large crude oil adjustment of 1.45 million barrels per day. Let’s talk a little bit about this “adjustment” term. #OOTT

A thread.

[Jeff Barron 🛢 @Barron_Energy]

@T_Mason_H I think someone needs to get their head out of the bunker.

[Jeff Barron 🛢 @Barron_Energy]

@T_Mason_H @carsjam33 "Quickly realized" 😂

[Jeff Barron 🛢 @Barron_Energy]

@EIAgov @BrianJScheid @T_Mason_H So who does that make you @T_Mason_H and @BrianJScheid ? I say Jayson Werth and Nick Punto, respectively.

[EIA @EIAgov]

We project that strong economic growth and growing populations will drive increases in global energy-related #carbondioxide emissions and #energy consumption through 2050. #IEO2021 https://t.co/hkyjkYWilX

[Jeff Barron 🛢 @Barron_Energy]

A now rare tweet from me #OOTT

In case you haven't seen it, we @EIAgov are running a survey about This Week in Petroleum from our stakeholders.

Please take it and drop some deep thoughts.

https://t.co/dpGdoe9GW0

[Jeff Barron 🛢 @Barron_Energy]

@T_Mason_H @ZacharyLRogers I tolerate only the great Michael Buble and Mannheim Steamroller.

[Jesse Barnett @JesseNBarnett]

https://t.co/mg04Jp7T3J
New @EIAgov analysis w/ @Barron_Energy on definancialization in #Oil markets. Financial flows into oil futures are down but to an expected degree given lower production & prices. In 2019, ~22 paper bbls were traded for every 1 bbl produced vs ~20 now #OOTT

[Jeff Barron 🛢 @Barron_Energy]

@BlacklionCTA @EIAgov Please email [email protected] for specific questions about EIA surveys.

[Jeff Barron 🛢 @Barron_Energy]

@WarrenPies Best of luck. Huge fan of your work with NDR.

[Jesse Barnett @JesseNBarnett]

https://t.co/XBgPlxmvmI

happy with how this analysis of hedging by U.S. oil corps turned out. Fun facts from our sample, as of Q2 2020:

Brent linked hedges⬆️⬆️⬆️86% YoY, 121 to 225 MMbl
Overall hedging⬆️15% YoY
3-way collars 🔻9% YoY
50% of corps hedged at >$48/b for WTI
#OOTT

[Jeff Barron 🛢 @Barron_Energy]

@BrightonCap @T_Mason_H 😍

[Jeff Barron 🛢 @Barron_Energy]

@JesseNBarnett @T_Mason_H Yes! More than 2x above its MA. Silver is next at a paltry 56% above its MA.

[Jeff Barron 🛢 @Barron_Energy]

I know how much @T_Mason_H misses my funky voodoo charts, so here are some fun ones:

As of yesterday's close (9/1/20), 3/4 of a basket of 38 commodities are above their one-year moving average, first time since 2018.
#OOTT 1/3

[Jeff Barron 🛢 @Barron_Energy]

That famous U.S. recession indicator we often look at is now back up to 0, completely neutral, from -10.

I know you miss these @T_Mason_H

#OOTT 3/3

[Jeff Barron 🛢 @Barron_Energy]

Of this basket, there were 6 new 52-week highs on net. Also highest since 2018. @T_Mason_H

#OOTT 2/3