J Taylor Larue

Technology consultant, dog lover.

[J Taylor Larue @ActuallyTLo]

@MaxJacobsCFA @Rory_Johnston It's China. They've cut 6+ MBPD of imports.

[J Taylor Larue @ActuallyTLo]

@3YearLetterman Don't forget 2021 NLCS game 2 call of Braves beating Dodgers in the ninth. "It got some heat on it" https://t.co/i0vJ3KJsni

[J Taylor Larue @ActuallyTLo]

@RayButlerII @ASFleischman The judge didn't make the prosecutors edit out the embarrassing parts of the transcript.

[J Taylor Larue @ActuallyTLo]

@stoneagenathan @TheStalwart @edzitron Excess free cash flow to be technical.

[J Taylor Larue @ActuallyTLo]

@Eddy77986147636 @sidrosenberg19 @realDonaldTrump @77WABCradio @RCamposDuffy @England Because the brits didn't bomb Iran into closing the straight?

[J Taylor Larue @ActuallyTLo]

@countdraghula @JavierBlas For the right price they could do it from Saudi Arabia alone. Regardless, Javier is saying they simply reduced demand by shifting to coal feedstocks for olefin production. China has subsidized coal to olefin projects since 2010. Given a Taiwan - induced oil embargo, seems smart.

[J Taylor Larue @ActuallyTLo]

@omp2040660 @Rory_Johnston They banned exports, run rates decreased.

[J Taylor Larue @ActuallyTLo]

@Rory_Johnston Couldn't this just be lagging indicators of the refined products ban? If they stopped exports of refined products, refinery run volumes would decline. If the market decided to fire up coal-fed chemical plants instead of oil-fed due to feedstock prices, that is demand destruction.

[J Taylor Larue @ActuallyTLo]

@countdraghula @JavierBlas Are you saying China can't buy the oil leaving terminals in Saudi Arabia, Nigeria, US, Canada, Russia, Norway, etc? They are lifting restrictions on exports for refined products. Clearly they don't have an issue finding supplies of crude.

[J Taylor Larue @ActuallyTLo]

@countdraghula @JavierBlas You don’t think China can outbid other countries for oil?

[J Taylor Larue @ActuallyTLo]

@Rory_Johnston assuming the article is correct, this is another 3.5MBBD of demand destruction. Have you seen this information? Would move 11.5MBBD of disruption to 8 MBBD.

[Javier Blas @JavierBlas]

COLUMN: China is quietly slashing oil imports, an invisible hand that's rebalancing the market in the middle of the Hormuz closure.

(The shift has not only capped benchmark oil prices, but also triggered a collapse in physical differentials)

@Opinion

https://t.co/GND1uXtbwV

[J Taylor Larue @ActuallyTLo]

@JavierBlas @countdraghula Count is missing the point. China has apparently done 3.5 mbbd of import demand destruction without impacting inventories. Countries naturally reduce imports as prices drive consumption down, but China is pulling levers not previously understood.

[J Taylor Larue @ActuallyTLo]

@Daniel_VonAhlen How much of this is Samsung?

[J Taylor Larue @ActuallyTLo]

@Rory_Johnston Parental controls to prevent access to anything published before 1999.

[J Taylor Larue @ActuallyTLo]

@TheStalwart No, it's still "on" tech company for building something so susceptible to external influence. If your amazing invention can't handle being exposed to information hazards, it's a bad invention.

[J Taylor Larue @ActuallyTLo]

@Jomboy_ gonna need an analysis of the play at the plate to end the top of the third, Braves vs Dodgers.

[J Taylor Larue @ActuallyTLo]

@BillShanks What about Lou Dobbs?

[J Taylor Larue @ActuallyTLo]

@guypbenson @charlescwcooke @AlexanderPayton Not gonna mention the doubling of fuel prices that actually caused the failure?

[J Taylor Larue @ActuallyTLo]

@EWErickson We all know shoestring companies are completely unaffected by a tripling of their marginal costs(jet fuel) with no way to increase their revenues(previously sold tickets). Everything is caused by policies from the previous administration.

[J Taylor Larue @ActuallyTLo]

@b_outliers You know I was wondering why he decided to position himself in the worst possible way to make a throw, and that makes a lot more sense.