DG

[DG @Pole_84]

@WinfieldSmart seems pointless to pay management fees on a product like this. just buy an upstream energy ETF. No reason that discount to NAV should or will close.

[DG @Pole_84]

@JHannisdahl OPEC meeting should be bullish no?

[DG @Pole_84]

@kajakallas 17th round... think thats a clue on how effective these sanctions are....

[DG @Pole_84]

@ira_joseph History suggests that China has tended to use LNG as a bargaining chip with the US e.g. the Phase 1 trade agreement in 2020. Easy way of getting a headline with a high $bn amount. Wouldn't be surprised if that happens & would speak to Trumps desire to show energy "dominance"

[DG @Pole_84]

@ZmansEnrgyBrain thanks, where did you source this?

[DG @Pole_84]

@pickeringenergy if they liked it at $23-27, they must LOVE it here ;)

[DG @Pole_84]

@markets how did he get one with his bearish call on US equities then @MorganStanley @markets

[DG @Pole_84]

@OilCfd what we looking at here

[DG @Pole_84]

@Big_Orrin Time to get bullish refiners/product cracks?

[DG @Pole_84]

@GasBuddyGuy source? or are you speculating

[DG @Pole_84]

@ebrahim_argha how does that compare vs expectations?

[DG @Pole_84]

@BenniKim yep fair enough, but look at the production growth at VAR. prob #1 globally with that growth rate at the same time as yield

[DG @Pole_84]

@JKempEnergy Hey John, in your weekly oil/products positioning data, you used to do a chart showing overall petroleum positioning... it was very helpful to put things in context... could it come back? :)

[DG @Pole_84]

@OilCfd whats the source on these numbers please? Tanker tracking?

[DG @Pole_84]

@CRUDEOIL231 or in other words.... if it goes up a bit, it will keep going up... if it goes down a bit, it will keep going down....

nailed it

[DG @Pole_84]

@Gugo907

[DG @Pole_84]

@CRUDEOIL231 i dont think they HAVE to... all part of the throttled slow down. Export economy in China is doing ok.

[DG @Pole_84]

@Big_Orrin which crude specs have higher disti yield?