Jonas

[Jonas @JonasLis]

@JavierBlas @opinion To be fair people said the same in April, that “oil is either 200 or 60 in a month” and yet here we are in November

[Jonas @JonasLis]

@Geo_papic Crazy how October 7 hadn’t affected all this

[Jonas @JonasLis]

@Geo_papic Unlikely to be the last

[Jonas @JonasLis]

@AndreasSteno These affairs happen in quad 4 all the time

[Jonas @JonasLis]

@Geo_papic @AndreasSteno That, or deepstate kept oil artificially high before elections and allowed the drop immediately after ballots were closed :)

[Jonas @JonasLis]

@TgMacro I find it very suspicious that oil drops 20 bucks immediately after ballots are closed, and after being the hottest topic of the elections. There wasn’t even any surprise in dems winning, why to suddenly reevaluate escalation odds ? Was it artificially high ?

[Jonas @JonasLis]

@TheMichaelEvery Does it not feel very suspicious to see oil, the hottest topic of elections, fall 20 bucks immediately after ballots close ? There wasn’t even a surprise in dems winning, why reevaluate the odds of further escalation

[Jonas @JonasLis]

@UngS_ @JavierBlas Deepstate allowed it to fall now that elections are over I assume

[Jonas @JonasLis]

@JavierBlas How is that not a conspiracy that oil collapses right after the elections, in which it was the hottest topic ?

[Jonas @JonasLis]

@izakaminska Isn’t it enough for some shlekta to shout veto and nothing goes through ?

[Jonas @JonasLis]

@LukeGromen They cant even supply domestic market, how are they gonna export anything to US ?

[Jonas @JonasLis]

@JavierBlas Quiet but probably the biggest news in energy judging from price action when China was closed

[Jonas @JonasLis]

@PatrickCeresna Well because f*** natgas, you would start bidding up the curve, and bullish breakout could eventually mean extraordinarily steep contango and you offside everywhere

[Jonas @JonasLis]

@TheMichaelEvery Aren’t you somewhat overthinking Ukrainian strikes as some 8D Chess move rather than a standard war tactics to hurt the enemy ?

[Jonas @JonasLis]

@visegrad24 Why are they treated better than Estonian ones ?

[Jonas @JonasLis]

@visegrad24 No need for a window, he can fall through the floor

[Jonas @JonasLis]

@visegrad24 What if enemy strikes the heel ?

[Jonas @JonasLis]

@Gerashchenko_en Refining is where the big money is made, diesel crack spread is basically the same price as oil itself now

[Jonas @JonasLis]

@TheMichaelEvery @SantiagoAuFund @vtchakarova This doesn’t look very safe

[Jonas @JonasLis]

@FormerDrJeff @LynAldenContact But if you take GFC and Great Depression as a starting point, its 1947 now, not 30s..