John Hummler

[John Hummler @HummlerJohn1]

@RichardDGeorge5 @Mullet841 @Solarsubsidy @JuliOnTwtr and Mr Paul Rady's Antero Resources.

[John Hummler @HummlerJohn1]

@RichardDGeorge5 @Solarsubsidy @JuliOnTwtr i respect your opinions and their opinions. No worries. and Diamondback.

[John Hummler @HummlerJohn1]

@RichardDGeorge5 @Mullet841 @Solarsubsidy @JuliOnTwtr you should tone down the TDS. I am just an investor. I do not work in the industry. Some names are WG,VPI, OXY,XTO,XOM,XTXI,CXO,COP,HESS,CVX,COT,CTRA, DVN,HNRG just to name a few. And then there is the years as a proprietary trader at SLK. but i digress

[John Hummler @HummlerJohn1]

@Mullet841 @Solarsubsidy @JuliOnTwtr And when the President asks the industry to step up production ,to undermine a deadly adversary whom we are in a war against, then it should. he did not ask them to step up because he knew they couldn't, he did because he knew they CAN.

[John Hummler @HummlerJohn1]

@Solarsubsidy @JuliOnTwtr onshore exploitation or fracking is about geology and takeaway to mitigate basis risk. cost basis 37 to 50. properties with breakevens of 75 are not viable.

[John Hummler @HummlerJohn1]

@Mullet841 @Solarsubsidy @JuliOnTwtr question is why did production drop from 13.979mmbd wk ending 10/2 to 13.269 on 10/16. was it the storm, was it decrease due to shoulder season. were rigs damaged and why has it taken so long to ramp up after shut ins.

[John Hummler @HummlerJohn1]

@Solarsubsidy @JuliOnTwtr Tom Jorden former CEO of CTRA stated that the industry needs $63crude and 3.70 nat gas. Crude for Dec 27 currently priced over 81. no risk, easily hedged no excuse. DJT is the friend of the industry. DSA gets control and its WINDFALL PROFIT TAXES.

[John Hummler @HummlerJohn1]

@NEWSMAX there is currently no UKMTO report validating the NEWSMAX/X claim that an Iranian Navy unit detected an oil tanker “on fire” east of the SoH.matches pattern seen repeatedly: Iranian outlets push a maritime incident, but UKMTO,IMB, & coalition naval channels dont corroborate it.

[John Hummler @HummlerJohn1]

@CENTCOM Iran oil minister steps down state media
13:05 10/4 the inability to keep the Iranian low pressure oil fields operational has allowed water to flood the fields swelling the clay formations and blocking the flow of oil. Fields impaired so is 90 % of Iran's rev. USN blockaide 👍

[John Hummler @HummlerJohn1]

@marklevinshow current sanctions strategy is insufficient because China shields Iran. The recommended “missing move” is a full-scale international enforcement campaign of U.N. embargoes.All U.N. member states — including China — are legally required to enforce snapback sanctions

[John Hummler @HummlerJohn1]

@zerohedge Obama‑era terrorism sanctions: hit al‑Qaeda networks that used Iran,
U.S. documents on Iran–al‑Qaeda: 9/11 Commission, CTC West Point, and later analytic work show contacts, travel facilitation, and sanctuary

[John Hummler @HummlerJohn1]

@JuliOnTwtr Summer Driving Season
16.5–17.5 mb/d
Maximum crude burn; peak gasoline production
Shoulder Season
14.5–15.5 mb/d
Maintenance + demand drop
Difference
~2.0 mb/d lower
Structural seasonal decline
All values are consistent with the patterns visible in the WPSR you have open.

[John Hummler @HummlerJohn1]

@zerohedge In a while the smile on my face will turn to plaster, as the clown who is sick does the trick of disaster. Debt/GDP 1.23__Total Debt/GDP 1.33 certainly not good but stop being alarmists. not a crisis

[John Hummler @HummlerJohn1]

@zerohedge

[John Hummler @HummlerJohn1]

@zerohedge US consumers bought 364.9 million gallons of gasoline per day last week. That is -6.4 mil YoY. Down massively on a YoY basis. Demand destruction due to electrification and more efficient ICE. read the tape

[John Hummler @HummlerJohn1]

@zerohedge net imports fell by 1,754 mil bbls per day. and yet you have a 4 mil 400,000 bbl build. SoH is becoming irrelevant

[John Hummler @HummlerJohn1]

@zerohedge There is no independent evidence that Iran struck or intercepted hostile targets. The Tasnim and Fars reports are unverified, unsupported, and consistent with Iranian state‑media narrative inflation.
explosions have no confirmed link to Iranian military action.

[John Hummler @HummlerJohn1]

@zerohedge The US DOE said it will allow companies to borrow up to 92.5 mil barrels of crude oil from the SPR “allow companies to borrow” is DOE’s language for SPR exchs aka as swaps.
Companies borrow SPR crude during supply disruptions
They must return the bbls later, plus a premium

[John Hummler @HummlerJohn1]

@zerohedge Final Assessment
Were the attacks validated?
❌ No No independent evidence supports the claim.
Were they successful?

❌ No There is no sign of damage, disruption, or confirmation from any credible source.

This is certainly not a real, successful strike.