DmP

[DmP @CyberTPv0]

@robin_j_brooks Are you aware that China’s oil imports are about 5 times larger than Japans’s? Your argument and charts comparison don’t make sense.

[DmP @CyberTPv0]

@MacroAlphaHQ Do you account for UAE shipping more through its east coast and for Saudi shipping more through Red Sea? So they don’t need as many vessels through SOH as before the war?

[The Assembly @InTheAssembly]

Number one for a reason! 🥂

– The Assembly

[DmP @CyberTPv0]

@JavierBlas @staunovo That’s a rather irrelevant point for gas prices that are set by trade-able gas volumes. Russian gas supply to Europe in 2021 was about 4% of global supply - cutting it off even progressively (vs all of Qatar now) resulted in a major crisis.

[DmP @CyberTPv0]

@PetjaYlitalo Well back in 2022 China’s LNG imports fell sharply and so this could happen this year too, leaving more LNG for Europe.

[DmP @CyberTPv0]

@AlaliQasem @thierry_bros EU barely gets any LNG from Qatar, so they are not much affected. Unless China, India, Pakistan or Bangladesh (Qatar’s main buyer) start to compete for available spot LNG (but they don’t want / have money), then EU should be able to refill.

[DmP @CyberTPv0]

@PetjaYlitalo But doesn’t look like Asia will want to / able to go to pricing war with Europe. Japan is able to compete, but it barely get any LNG from Qatar, so hasn’t suffered. It’s China, India, Bangladesh and Pakistan who are most affected, but they won’t be paying more

[DmP @CyberTPv0]

@JavierBlas You’re too optimistic too early. It’s shoulder season in Europe & Asia. Even if ceasefire lasts and SOH is opened tomorrow, we’ll see prices jumping later this year. Won’t be 2022 levels, but way above current. So crisis isn’t over.

[DmP @CyberTPv0]

@JavierBlas @staunovo Silence before storm.

[DmP @CyberTPv0]

@robin_j_brooks So puzzling why it wasn’t done on day 1? Seems so logical to do if you start the war against Iran.

[DmP @CyberTPv0]

@McFaul Have you seen young Khamenei since appointment? What makes you so sure he’s the leader?

[DmP @CyberTPv0]

@UK_REPT This is real, was at airport today. This is surreal, but amazing work from Emirates and the airport staff to keep operations going in this conditions. The oil tank is near the airport, but not inside it.

[DmP @CyberTPv0]

@clary_co They just published

[DmP @CyberTPv0]

@the_ins_ru Это произошло ПОСЛЕ того как президент Ирана пообещал не наносить удары по соседним странам

[DmP @CyberTPv0]

@SpencerHakimian 5 year old would already know the answer though

[DmP @CyberTPv0]

@ian_matveev Не все поймут, что вы шутите

[DmP @CyberTPv0]

@ecomwithbrook @ecomwithbrookz HTE

[DmP @CyberTPv0]

@ryanr_ecom Scale

[RyanRobertson @ryanr_ecom]

TikTok ads VS Facebook ads

Scaled this brand close to 10k days on both TikTok and Facebook pretty effortlessly. That’s $2.9 mil per year…

I wrote a PDF on both of my scaling strategies to hit 10k days. Retweet and comment SCALE and I’ll send it to you
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