RedOilBaron

Oil, LNG, Upstream, Downstream
#Refined, but true to my #Crude origins

[RedOilBaron @RedOilBaron1]

I predict there will be a concerted international effort to ensure enough safety to lower insurance costs in the coming days and weeks but it will depend on a meaningful reduction either in Iran's ability or desire to limit traffic

[jacob l. shapiro @JacobShap]

"Macron Plans Hormuz Ship Escorts Once Conflict Calms Down"

...you need the escorts when it isn't calm emmanuel!

[RedOilBaron @RedOilBaron1]

This energy crisis is proof that we will need oil for decades to come!
The idea that we can transition to renewable before 2030, or 2040 is foolery. Maybe EV’s replace ICE vehicles, but look who controls all the rare, non-renewable minerals and metals needed. China and Africa.

[RedOilBaron @RedOilBaron1]

Oil from U.S. reserves sent overseas as gasoline prices stay high

[RedOilBaron @RedOilBaron1]

Macron caught telling Biden that UAE and Saudi Arabia oil exports tapped out... why is he saying it in front of reporters? Because he knows US must start pumping more oil, but is Biden listening?

[RedOilBaron @RedOilBaron1]

Inflation Report—-Old News!
Here’s the deal, the Fed reported a devastating inflation report showing an increase of 9.1.% year-over-year. Now this is data gathered throughout the second quarter! Yet, a commodity like Oil ‘was’ $120 a barrel on June 13! Today, the WTI is $97.

[Vortexa @Vortexa]

Two weeks to go, Houston!

Want a taste of what's coming? Here's a clip from our Innovation Series in Singapore 👇
https://t.co/cpwBq0Uf5A

Now it's Houston's turn on October 8. Request your spot: https://t.co/rsb6S8yDSy

[International Energy Agency @IEA]

Global electricity demand is set to accelerate in 2026 & 2027.

The world’s largest economies are set to see strong rises in power use – while higher energy prices & supply disruptions are curbing consumption in some price-sensitive markets across Asia 👉 https://t.co/JuMrJRn9j7

[RedOilBaron @RedOilBaron1]

Would you be interested in trading commodities synthetics on top of Ethereum ?

[Helima @CroftHelima]

https://t.co/AiuYtcnXfI

[John Kemp @JKempEnergy]

United States considers limits on diesel exports

The United States is exploring options to prohibit or at least limit diesel exports after domestic prices climbed to a near-record in real terms and stocks remain at the lowest for more than four decades despite record refinery production.

The United States is the world’s largest exporter of diesel, accounting for about one-fifth of traded supply, so any restrictions would significantly disrupt markets overseas and push up prices, especially in Europe and Latin America.

The American Petroleum Institute (API) and American Fuel and Petrochemical Manufacturers (AFPM), the top trade associations for the oil and gas industry, have expressed strong opposition to a ban on diesel exports.

Until recently, the U.S. federal government had also rejected proposals to ban or restrict diesel exports as counterproductive ...

This is a short extract from my newsletter emailed to clients earlier today. If you would like to read my newsletters in full, three times a week, you can subscribe via my website https://t.co/aW1Xb1u8xH

[RedOilBaron @RedOilBaron1]

#Oil #Energy

[zerohedge @zerohedge]

Trump Meets Venezuela's Rodriguez In New York https://t.co/cPOO9qPOY2

[Argus Media @ArgusMedia]

Day 2 is underway in Monterey📍
Insights from regulators at @AirResources, @OregonDEQ, @EcologyWA and @NMEnvDep are shaping discussions on the future of LCFS programmes across North America.
Pre-register for 2027: https://t.co/Wvn0jjQoc3
#ArgusNABiofuelsSummit

[CSIS Energy Program @CSISEnergy]

NEW 🌐 U.S.-Saudi civil nuclear cooperation could give the United States an advantage over China, but it could also challenge global nonproliferation norms and encourage U.S. partners to explore independent nuclear defense programs.

Read the new analysis from @jnakanoenergy and @csisponi's @heatherwilly :
https://t.co/wzQAnzAEja

[RedOilBaron @RedOilBaron1]

Canadian Dollar and Mexican Peso

As an addition to my looking for a big correction long term in our US Dollar, I added to my Peso position and now Canadian Dollar. In honesty this is going to be a low risk—big time play in coming years!

[RedOilBaron @RedOilBaron1]

Establishing relations with international companies

To other traders of physical commodities - how have you gone about setting up meetings and establishing stable relationships with international companies to have a chance at brokering their material?

[RedOilBaron @RedOilBaron1]

how to hedge against black swan events in commodity

Lets say you have a Corn outright or calender spread, how would you hedge against a black swan events, like a hurricane? Thanks

[RedOilBaron @RedOilBaron1]

Target rate of equity required by LNG traders

Does anyone know where to find information on typical rate of return targeted by global lng traders such as vitol when funding projects

[RedOilBaron @RedOilBaron1]

Are commodity traders a bunch of whining children? 👶

They claim that they need more funds today to make less profit than five years ago.

Is it really true?

[RedOilBaron @RedOilBaron1]

Do retail traders have a chance in the commodities market for trading/investing purposes?

[International Energy Agency @IEA]

Critical mineral projects are being developed across the globe, but diversification within the supply chain is progressing unevenly

Spending outside the top supplier is focused on mining, while efforts to expand refining & downstream capacity lag behind: https://t.co/4qAySb7yxU

[John Kemp @JKempEnergy]

U.S. PRESIDENT tells Ukraine to stop hitting Russia’s refineries because it is worsening global fuel shortage: