Dan Dicker

Manager - Matrix Energy Partners. Energy Investment portfolio. Actionable alerts/quarterly updates #OOTT #OPEC #oil #stock #energy #natgas

[Dan Dicker @Dan_Dicker]

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[Dan Dicker @Dan_Dicker]

The traders have gone from being spectacularly LONG (and wrong) to spectacularly SHORT (and about to be wrong). My new "post Iran" #energy portfolio goes live in less than a week. follow every trade at https://t.co/7y4FMjfT4e

[Ole S Hansen @Ole_S_Hansen]

Over the past seven weeks, managed money's net long position in Brent crude has collapsed from a 7½-year high of 496k contracts to a 2026 low at 114k contracts in the reporting week ending 16 June, when prospects of a US-Iran peace deal gathered momentum and Brent subsequently tumbled 14%. The scale of the liquidation highlights how quickly speculative sentiment has swung from fears of a prolonged supply disruption to expectations of a sizeable supply surge once flows through the Strait of Hormuz normalise.

However, as highlighted previously, last week's 45% reduction in the net long was driven primarily by aggressive short selling rather than long liquidation. Gross short positions surged to 231k contracts, the highest level since the pandemic, while long exposure remained relatively elevated. This leaves the market increasingly vulnerable to a short-covering rally should the expected supply recovery prove slower than currently priced, or if traders are forced to reassess what given the present situation constitutes a fundamentally justified crude price.

Note weekly COT data from the CFTC will be published Monday due to Friday's Juneteenth holiday.

[Bloomberg @business]

“You’re going to see a spike like you never saw before.” Oil market expert @Dan_Dicker predicts oil could surge up to $135/barrel unless a lasting agreement is reached with Iran, as global stockpiles near dangerously low levels.

[Dan Dicker @Dan_Dicker]

The Iran Deal and Energy — My quick take https://t.co/ilAxS1a5dG

[Dan Dicker @Dan_Dicker]

I fucking hope to god this means he's bugging out... like TODAY.

#GASPRICES #oil #IranWar‌

[Dan Dicker @Dan_Dicker]

Gas Prices are Trump's KRYPTONITE --

And he's losing, if not already lost his window to "TACO" his way out of it.

Shit's about to get REAL
#gasprices #oil

[Dan Dicker @Dan_Dicker]

@seangraf @chrislhayes @allinwithchris Many thanks

[Dan Dicker @Dan_Dicker]

@ronsterd89 1974

[Governor Newsom Press Office (parody) @AwesomeNewsom]

I WANT TO CONGRATULATE DONALD J. TRUMP FOR WINNING THE "YOU DIDN'T WIN THE NOBEL PEACE PRIZE BECAUSE YOU'RE A WARMONGER AND A CLOWN BUT WE STILL NEED YOU SO HERE'S A HAPPY MEAL AWARD YOU CAN WEAR TO YOUR CABINET CONCUBINE MEETINGS SO YOUR HAREM CAN CLAP LIKE CIRCUS SEALS" MEDAL.

[Dan Dicker @Dan_Dicker]

Surprise! - Not surprised.

[Jules Suzdaltsev @jules_su]

before and after finding out the shooter was a MAGA groyper

[Dan Dicker @Dan_Dicker]

@mark_dow Oh, my bad - just assume that the dictats are immediate now.........

[Dan Dicker @Dan_Dicker]

Yeah but that's good because the #fed #ratecut -- right? Right? RIGHT???

[Eddy Elfenbein @EddyElfenbein]

The economy lost 13,000 jobs in June. The original report was for a gain of 147,000.

[Dan Dicker @Dan_Dicker]

I lay out the opportunities and roadblocks in the current #energy environment with #stockstowatch podcast #renewables #fossilfuels #gas #oil #solar #nuclear #commodities
https://t.co/CgDDEDkkSw

[Dan Dicker @Dan_Dicker]

Trump hates INTC, then LOVES it. Now, the US will be an investor? GMAFB. I know how that convo with Lip-bu Tan went and so do you........ #Intel #corruption

https://t.co/eiLLcagOvk

[Dan Dicker @Dan_Dicker]

@RWPUSA No.

[Yahoo Finance @YahooFinance]

Oil prices slipped after government data showed that US crude stockpiles rose last week to 3.04 million barrels, the highest level in two months. https://t.co/2BLmMs0WV5

[Dan Dicker @Dan_Dicker]

@adamtaggart Because it’s coming from US taxpayers, you imbecile.

[Dan Dicker @Dan_Dicker]

This guy is one of the few out there who gets it. #oil

[Dr. Ilia Bouchouev @IliaBouchouev]

It's refreshing to see @FT getting into real drivers of oil prices, hope to see others following the suit. To clarify my comment, future selling there refers to delta-hedging of puts by dealers, not by producers themselves.
https://t.co/zl2JzHHEZ6
RT @rbrtrmstrng @AidenReiter

[Yahoo Finance @YahooFinance]

"The oil markets, at least right now, are expecting that Israel will finish its job of taking out Iranian nuclear facilities and assets, maybe with the help of American bucket bunker buster bombs." The Energy Word founder Daniel Dicker says.

[Dan Dicker @Dan_Dicker]

I've thought that a pre-emptory #Israel strike on #Iran's nuclear capability was inevitable since the #JCPOA was signed. But I'm still suspicious of the timing, considering the political position of the man in the video below:

[Tymofiy Mylovanov @Mylovanov]

Netanyahu: Iran is racing to weaponize uranium and build 10,000 Mach-6 missiles with one-ton warheads aimed at our cities.

No nation, especially Israel, could survive that. We defend ourselves and the world from a deadly regime. 1/