Daniel Bols

[Daniel Bols @bols_daniel]

@DarioCpx Looks like Iran is putting a counter force to the price manipulation from the US with low-level attacks that have little actual consequences but the news it represents get picked up by the algos.

[Daniel Bols @bols_daniel]

@UlysseEllian Alsof de VVD daar ooit echt wat aan gedaan heeft. Vier kabinetten met de VVD aan het hoofd en 0 resultaat. Praten voor de bühne noemen we dit.

[Daniel Bols @bols_daniel]

@DilanYesilgoz Holle woorden, Dilan. VVD is iInmiddels zelf onderdeel van het probleem geworden.

[Daniel Bols @bols_daniel]

@ajboekestijn Alsof dat het probleem minder erg maakt. Waanzinnig als mensen zo'n gebeurtenis minimaliseren. Ik wil je zien wanneer het jouw achtertuin is. Beste stuurlui...

[Daniel Bols @bols_daniel]

@chrismartenson It does not seem the case yet that 7M more bbls are offline yet. It seems that the market is pricing this correctly.

[Daniel Bols @bols_daniel]

@Rory_Johnston Rory, the market seems adamant 2027 will see an oversupply. If China does not buy like in 2025, we would have seen a significant oversupply. Correct? Market seems to believe the current Iran histrionics is just noise.

[Daniel Bols @bols_daniel]

@JoshYoung This tightens product prices, but reduces oil demand

[Daniel Bols @bols_daniel]

@TheoBuysStocks Kuddegedrag; restaurants aan het strand met plastic stoelen en tafels en goedkope gefrituurde vis; straten vol plastic fantastic mensen die enorm graag willen laten zien dat ze (fout) geld hebben. Mensen kiesen Marbella toch vooral om wat de naam uitstraalt, niet om wat het is.

[Daniel Bols @bols_daniel]

@RazorOil @energyburrito Sandia (DOE’s geotechnical advisor) tracks remaining drawdowns for each cavern. 70 MMbbl is a technical minimum, with 300 MMbbl a strategic judgment. The effective floor is likely somewhere between 200 and 300 MMbbl.

[Daniel Bols @bols_daniel]

@DarioCpx

[Daniel Bols @bols_daniel]

@MarkKoekkelkor1 @Ross__Hendricks Spot prices availability of oil today. And today there is sufficient oil flowing, even with the skirmishes going on. Fights seem to be slowly escalating, yet no party is so far escalating heavily enough to create a point of no return. So, the market is in wait and see mode.

[Daniel Bols @bols_daniel]

@Nero1131171 @Ross__Hendricks Millitary personell also willingly go to a war zone; for tankers there are also sufficient people that are willing to go into Hormuz, if the price is right;

[Daniel Bols @bols_daniel]

@Kpler

[Daniel Bols @bols_daniel]

@ekwufinance Oil is still flowing; much of the announcements have been just talk without much real action; market is so far fading this

[Daniel Bols @bols_daniel]

@NuggetCapital If they'd just held the shares, they'd have done better

[Daniel Bols @bols_daniel]

@RealRickRule Capitalism began in The Netherlands in 16th century and only a century later England took over, after a Dutch king ascended the English throne in 1688 and copied the Dutch model in England.

[Daniel Bols @bols_daniel]

@JoshYoung He is not lying. I wish he were, bc I'm long oil. But so many people calling the market crazy, manipulated and questioning the low oil price, that they fail to see the market being more resilient than expected. Ships transiting with missiles flying defies belief, yet here we are.

[Daniel Bols @bols_daniel]

@energyburrito Bc oil transits in Hormuz are relatively strong, even with all the skirmishes, allowing China to stay off the sidelines. The price spike manifests itself in products, not crude at the moment.

[Daniel Bols @bols_daniel]

@GavMcCracken So, all the cushing bottoms scare was for nothing?