Dandu L

You should really be inverse trading me unless I'm right, which is more often than not

I have no credentials

[Dandu L @K_dandu]

@TheBigBerbowski Honestly might be 30 years from now, capex will exceed rev for the foreseeable future

I'll be in a grave when they turn it around

[Dandu L @K_dandu]

Mind you this post is a bit of hyperbole, it's mostly a bunch of the smaller companies who got btfo

[Dandu L @K_dandu]

Bearish for crude

Oil to 30$

[Jarl Finland @jalle51]

This is the point of no return for the Russian energy sector. Companies in Tatarstan have officially begun shutting down production wells because refineries are offline, domestic buyers have vanished, and state-monopoly Transneft’s pipelines and storage tanks are at 100% capacity.

Here is why "shutting down a well" is a technical and economic death sentence for Moscow:

The Geological Trap: Many Russian wells, especially in older or complex fields, require continuous pressure to flow. When you halt production, the pressure drops, water infiltrates the reservoir, and the heavy, waxy Russian crude solidifies in the shafts.

The Western Tech Deficit: Reviving a dead well isn't a matter of flipping a switch. It requires highly advanced, capital-intensive enhanced oil recovery (EOR) technology. With Western oilfield service giants (like SLB, Baker Hughes, Halliburton) gone due to sanctions, Russia lacks the equipment to restart them.

Financial Asphyxiation: Oil companies must still pay heavy state subsoil taxes and worker salaries while generating zero revenue. They are bleeding cash while permanently damaging their geological assets.

By paralyzing refineries and storage hubs, Ukraine hasn't just caused a temporary supply shock—it has forced a systemic backup that is permanently breaking the physical infrastructure of the Russian petro-state. A well closed in 2026 is a well that may never pump again. 🇨🇳🇷🇺📉 #RussiaCollapse #OilCrisis #Tatarstan #Transneft #EnergyWar #Geopolitics

[Dandu L @K_dandu]

@NotA_Bull They have hit civ infra killing, crippling, traumatising and maiming ordinary people and this is what gets your good heart to stop and think?

Some introspection is in order, no?

[Dandu L @K_dandu]

Alright they'll need a bail out, Germany can't tank those numbers in unemployment without toppling

[Dandu L @K_dandu]

Are any of the big ICE vehicle producing companies in any shape to weather the coming oil deficit?

Last I checked their books were horrendous and stagflation will eat them alive, gov bailouts in germany for example feel incredibly unlikely

#VWAGY

[Dandu L @K_dandu]

@FirstSquawk He's shown time and time again to be an untrustworthy petulant narcissist worse than Putin

Public opinion 100% accurate:

China>US=RUS

^This is not a good thing

[Dandu L @K_dandu]

@FirstSquawk Fuck has centcom accurately reported except initiation of bombardment? The rest has just been lie after lie

[Dandu L @K_dandu]

@IObservePeace Either humanity or optics

All Iranians I've met and talked to (sample size 4 ppl) had a good head on their shoulders so I have a positive impression of them overall

Mind you they left their country for a reason

[Dandu L @K_dandu]

@FirstSquawk Well they did send delegates to Iran when this second round kicked off

All energy infra offline in the ME gives RUS some room to negotiate when the world is fucked by no oil

UKR will face pressure when desperation sets in and RUS will be the only option for stabilisation

[Dandu L @K_dandu]

@FinanceLancelot Pretty sure they've been dumping on the ICE market while the treasury took care of WTI to curb any spikes

All they'll end up doing is giving money away to China who will make filthy money on the crack spreads while oil climbs a bit slower

[Dandu L @K_dandu]

@GavMcCracken +5 ever since tanker redundancy was discovered

Haven't u heard of the trucks transporting 16 mbd through the desert and the bypassbypass pipelines bypassing all the other pipelines/straits which will spawn in two days?

Land>Sea

The goat @JavierBlas has the tweet loaded

[Dandu L @K_dandu]

@Pawlicker88 It was an obvious escalation spiral and now we have less foreseen stupidity spiral

This sounds like it will go over well if it passes, if there was any doubt among arabs if saudi stood with or against israel this should make it obvious

[Dandu L @K_dandu]

@GavMcCracken Tankers are now redundant, the waters current will transport the oil!

"Analysts at JP Morgan update their projections for crude oil to 5 usd for Q3 2026"

There's now a unfathomable glut

[Dandu L @K_dandu]

@DonMiami3 Don't forget about the trucks

Oil is going to 40

[Dandu L @K_dandu]

@Nostre_damus The sky is blue and SOH is closed

[Dandu L @K_dandu]

@LukeNeeley26 @HormuzLetter That's cooking in the oven, I've got that locked unless by some miracle this shitshow ends next week

[Dandu L @K_dandu]

@Osint613 This can not be the first time the concept of proxy wars graced your ears?

Of course they fucking do, just like the US has done in other conflicts towards/with one against the other

[Dandu L @K_dandu]

@apropoofnothing @leftyvegan @adamemedia1 Being deliberately obtuse will get you points among morons

Noted