Silver Surfer

#commodities #metals #oil #markets

[Ellie & Stefan 👫| Berkeley Square Barbarian @BerkeleySqB]

True story. Frankfurt "Airport" just lost my luggage. This is what several of their baggage carousels look like at the moment. You really can't make this up. They are in a category of their own entirely... (S)

[Herman Wang @HermsTheWord]

#OPEC's latest analysis shows that if the bloc maintains its August production level of 27.45 million b/d through the end of the year, the global oil market will be more than 3 million b/d in deficit in the 4th quarter #OOTT

[Ramp Capital @RampCapitalLLC]

Last day to make it all back

[🎙Redefining Energy podcast @Redef_Energy]

Redefining Energy BOOK OF THE YEAR: VOLT RUSH
Congratulation to Henry Sanderson @hjesanderson for its magnificent story telling on how the Supply Chains of the #energytransition were created and who are the winners and losers of the race to go green.

[Silver Surfer @SilverSurfer_X]

yeah nah

[Dr. Marco Metzler @metzler_dr]

A short squeeze in Gold will drive the Gold price to the Moon in 2023!

[Henning Gloystein @hgloystein]

European #gas imports via #LNG tankers could hit 20 bcm for the first time in December, helping the region get through winter largely without Russian imports. With new terminals coming online in 2023 (e.g. in #Germany), 2023 should also be possible. Happy New Year!

[Robin Wigglesworth @RobinWigg]

The @FTAlphaville crypto crypt has new victim entry (another victim of the Celsius debacle). https://t.co/zoWJULH5IS

[Joe Weisenthal @TheStalwart]

I regret to inform you that there's something else to be worried about...

From today's @markets newsletter, on the chart that everyone in Europe is watching.

https://t.co/Pl5nZqsNJq

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

money is slowly moving into quality...this gold move is your first clue...imho

[Joe Weisenthal @TheStalwart]

Here's another reason this oil price boom might last awhile.

US shale drillers seem to be serious about capital discipline in a way that we just haven't seen in the past https://t.co/gVbrLHttCz

[Justin Jacobs @justinjfj]

The tide has turned quickly for shale producers - “There’s a tidal wave of cash coming through” at current oil prices, said Raoul LeBlanc, vice-president at consultancy IHSMarkit. “It could be a real good financial year for these guys.” https://t.co/Yk5khCJlGH

[Henry Sanderson @hjesanderson]

Oil majors join scramble for offshore wind rights in England and Wales https://t.co/o4txa9HQKe via @financialtimes

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Phew! Feeling much better now...
https://t.co/rqMjQTirMY

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Being a dollar bull..this scares me a bit 🤣

[Henrik Zeberg @HenrikZeberg]

No doubt - they have made the situation much much worse. Too few people understand this

[Henry Sanderson @hjesanderson]

Story from today's inaugural FT mining summit. Does divestment actually increase the total CO2 if the company that buys the coal mine just ramps up production? Glencore wants to hang onto its #coal assets. But use the cash to invest in nickel and cobalt - metal for EVs

[Henry Sanderson @hjesanderson]

As concerns rise in Chile about water scarcity, lithium producer SQM says its production is near an "all-time high" as it gears up to meet demand from EVs #lithium

[Dan Stringer, SEC Pimp @Danstringer74]

When is @cnbc putting the Silver price on the chyron?

[Malcolm Graham-Wood @mgrahamwood]

Malcy's blog today: Oil price, PetroTal, Echo, VOG, Hurricane, President, Cairn, Ascent. And finally... - https://t.co/MbYclydBwr

[Ramp Capital @RampCapitalLLC]

What's considered trashy if you're a VC firm, but classy if you’re a PE firm?