Per

[Per @PerRenem]

@KennethLFisher Well, thank you for answering! Within 12 months we will have the answer. Sidenote, I may be wrong!

[Per @PerRenem]

@gdb Deep research hangs. Tried to make it read a 1000 row csv file

[Per @PerRenem]

@KennethLFisher datacenter power demand on top of that and I think there’s a real case we’re entering a new energy bull market.

No sector leads forever, thinl I read that somewhere...

[Per @PerRenem]

@KennethLFisher 2022, we may now be heading into a stronger economic cycle, not out of one.

Bridging a real physical oil deficit like this one takes longer than 12 months. Markets rarely price that far ahead early on. Meanwhile, energy has been underperforming for 10–15 years.

Add AI...

[Per @PerRenem]

@KennethLFisher My thinking is the market couldn't have forecasted what would unfold with this war in the beginning of 2026, when oil prices started to rise. And today's scenario is one of the worse. US probably can start a convoy system now, but the UEA will then be a badly protected target.

[Per @PerRenem]

@NoamRaydan Thank you for sharing.

[Per @PerRenem]

@Yellowbull11 @JoshYoung Wow thanks. So... If I understand it correctly, LNG supply has been hit the most?

[Per @PerRenem]

@MarkRitchie_II $PWR with good size too

[Per @PerRenem]

@WarshipCam Is this really USS Oakland?

[Per @PerRenem]

@MarkCMontgomery Thank you so much for your thoughts on this.

[Per @PerRenem]

@KennethLFisher @globeandmail Compare to the Russian Ukraine war. The supply wasn't even impacted during 2022 and the oil market spiked anyway, and stayed quite high for some time. This supply impact is real, and massive. I doubt the market will try to look that far out to when the oil prices normalize.

[Per @PerRenem]

@KennethLFisher @globeandmail I do agree the Hormuz strait will open quite soon, can't be a coincidence it's an admiral running the show...

But... the oil price. Lower yes, but as low as before? I highly doubt that. The supply will be impacted for a year at least, both catch up and production wise.

[Per @PerRenem]

@BG_kmeta Thank you for providing clarity.

[Per @PerRenem]

@KennethLFisher @nypost Good stuff. But I wonder what the long term impact will be. Some of the oil/lng infrastructure is damaged now, so higher oil prices now and also later is my guess. But this should translate into lower growth and maybe even lower inflation?

[Per @PerRenem]

@rohanvarma In the windows app I have to answer yes to millons of questions for access to stuff. Auto yes please...

[Per @PerRenem]

@ajambrosino And your feedback link doesn't work. No feedback form there

[Per @PerRenem]

@PCG_H @Borsdata Underbart.

På den tråden. Jag finner mig själv få skriva upp manuellt prognos för omsättning, vinst med mera för att se om dessa ändras och hur över tid. Det bör ingå i denna flik?