BTW, I'd recommend following this guy @HE4DEYES if you follow me. He has consistently followed me for months and probably made a nice chuck. Whatever he's doing, he's sifting through the s*it on X and figuring out where the signal is.
Re: the US-Iran MOU and the all-important Hormuz clause (5), critically important element missing from copy signed yesterday (right) vs the draft seen by Bloomberg on Tuesday (left)
"Pre-war volume" pretty important parameter!
Tehran didn't actually commit to any traffic level
@DBatDad@chrismartenson Ypu forgot to mention that money will be lost in the process, because anybody that runs a profitable business doesn’t grow enough 😉.
March 9: "We're now totally independent of the Middle East. We don't need their oil."
April 1: "It doesn't really affect us. We have so much oil. We have tremendous oil and gas, much more than we need."
June 17: If I didn't agree to the MOU, we "would run out of reserves at about 4 weeks...we would really run out, and there'll be a time when you wouldn't be able to get it."