EnergyKenobi

Commodity Investor

[EnergyKenobi @EnergyKenobi]

@JoshYoung Market knows about the draws. Its more concerned about the builds once ME vols return

[EnergyKenobi @EnergyKenobi]

@calvinfroedge You nailed chems for sure

[EnergyKenobi @EnergyKenobi]

@calvinfroedge @LordPos3idon Market is looking past this!

[EnergyKenobi @EnergyKenobi]

@CynicalTrader82 @Ross__Hendricks Everyone knows this, crude market is looking past this clearly. The main pt today is USA wanted out, and war is over.

[EnergyKenobi @EnergyKenobi]

@CynicalTrader82 @Ross__Hendricks Fair pts for sure. But assuming flows re-start oil seems fairly priced to me at $80.

[EnergyKenobi @EnergyKenobi]

@JavierBlas Where is @CommodMkt ? Would love to hear his take!

[EnergyKenobi @EnergyKenobi]

@calvinfroedge Calvin you are making a mistake. Look
Further out.

[EnergyKenobi @EnergyKenobi]

@pickeringenergy Who cares about the next 6 weeks?! Especially for equities

[EnergyKenobi @EnergyKenobi]

@NAFOmememaker @Ross__Hendricks Supply near zero? China imports are down, demand there has peaked same with USA and Europe. USA and South America growing supply. Inventories build in 3 to 6 months and we enter a bear market.

[EnergyKenobi @EnergyKenobi]

@PauloMacro @calvinfroedge Math is that the price is right!

[EnergyKenobi @EnergyKenobi]

@calvinfroedge Calvin you do amazing work. Question - the crude curve has moved up $10 to $12 since this began after tonight move. Isnt this fundamental sensible if things are headed to resolution, all about rate of change?

[EnergyKenobi @EnergyKenobi]

@calvinfroedge There is a deal Calvin

[EnergyKenobi @EnergyKenobi]

@VanIsleInvestor Generalists dont give a rats ass about crude - hot take

[EnergyKenobi @EnergyKenobi]

@willrayvalentin @NewsFinOil He had some left?

[EnergyKenobi @EnergyKenobi]

@oguzerkan Dont all good salesmen complement a big customer???

[EnergyKenobi @EnergyKenobi]

@calvinfroedge @marketplunger1 And whats not bullish Goog is bearish the entire ecosystem, eventually.

[EnergyKenobi @EnergyKenobi]

@ErnestWongBWM This Jedi thinks your thesis is the same as everyones thesis, therein lies the problem to relative outperformance.

[EnergyKenobi @EnergyKenobi]

@MPelletierCIO Actually this chat is very misleading. Look at the S&P 500 materials index. The majority of the weight has little data center exposure.