Jeff

[Jeff @Jeff28023]

@thejefflutz You have been reporting every positive headline for 3 months and the strait is still closed and. Nothing changed.

[Jeff @Jeff28023]

@SStapczynski When will the EU start to really bid up LNG? The storage needs to get refilled and this delay will only make it worse in a few months even if Qatar reopens

[Jeff @Jeff28023]

@god_win001 @zerohedge If that was true we would not be seeing every strategic reserve being drained….

[Jeff @Jeff28023]

@ItsTheEnforcer When stream?

[Jeff @Jeff28023]

@KrisPatel99 I think give it 2 weeks if the strait doesn’t reopen we will get there. In any case all the people thinking we will get oil below 80 if a deal is announced are very wrong

[Jeff @Jeff28023]

@CaktusJxck What a surprise. Axios predicting the 50th peace deal in a month

[Jeff @Jeff28023]

@Marcin72127986 @ira_joseph Qatar only lost like 20% of there capacity.

[Jeff @Jeff28023]

@Lexonefun @UnintendedCons5 You need demand destruction so price will spike then demand destruction then recession and a lot of inflation. But we will get a few 100 peace headlines in the process.

[Jeff @Jeff28023]

@monnakll @MarioNawfal Yes they are manipulating their ppl like Trump is trying to manipulate everyone into thinking this will be any better than the Obama deal.

[Jeff @Jeff28023]

@DesertArizona @xSaltySatoshi @MarioNawfal No it’s not the US it’s the whole worlds oil supply that’s blocked. Iran has no reason to accept this deal.

[Jeff @Jeff28023]

@VGDeepDive Hormuz will reopen eventually but high LNG prices will remain high for a while and next year there is a lot more capacity coming online for VG.
I think we will see much higher TTF prices in Q3 and Q4 even if the strait reopens tomorrow.

[Jeff @Jeff28023]

@SullyCNBC But nothing has really changed in terms of flows. If a deal in not singed next week we are going much higher.

[Jeff @Jeff28023]

@CaktusJxck I kinda think they are stalling till Hajj season in Saudi is finished before they start strikes again. Unless Trump is really willing to give them the strait, sanctions relief, and there money back for a promise to discuss uranium later.

[Jeff @Jeff28023]

@CaktusJxck If you told Iran that this is how a war with the US would end they would have personally signed up to it. Trump is capitulating.

[Jeff @Jeff28023]

@ItsTheEnforcer @prestonstew_ This seems significantly worse than that. Iran knows they won’t be attacked again considering how they control the Striat. All Trump is getting in the MOU is “we will discuss uranium enrichment later.”

[Jeff @Jeff28023]

@yourr_finans @TedPillows If this was the first time then maybe but this has happened every week for the past 2 months. It was axios then Pakistan now it’s Al Arabiya

[Jeff @Jeff28023]

@MarioNawfal So the 2 most important things are not agreed on. Nice market manipulation I guess 🤷🏻

[Jeff @Jeff28023]

@FinanceLancelot Do u wanna bet we don’t reach 70 this year? 1k?

[Jeff @Jeff28023]

@TheNewsProfesor @VantagePointHQx @KobeissiLetter If everything was destroyed and you won why are they getting better terms? If this is the actual deal then this was a net positive for the IRGC.