EEEInvest

Investor - Event Driven with Focus on UK (O&G/Commodities/Special Situations) Financial Engineer, Yale Grad. Enjoy Investing. Always Learning : )

[EEEInvest @eeeinvest]

@Ole_S_Hansen Oil production magic doesn't sync with rig counts

[Visegrád 24 @visegrad24]

🇫🇷 Two police officers were ambushed and stabbed during a foot patrol in Toulouse, France.

The attacker yelled “Allahu Akbar.”

The officers approached after the suspect gestured to them. He then pulled a knife and lunged, targeting the male officer’s throat.

Both officers sustained only minor injuries.

[PrettyGirls @beautyshowcase]

Courtney Antalek 🇺🇸. .

[JustDario @DarioCpx]

Fun fact: in the last earnings call ARAMCO CEO stated they suffered “no material damage” from Houthis attacks

[Elon Musk @elonmusk]

He means what he says

[The Hormuz Letter @HormuzLetter]

BREAKING: US Strategic Petroleum Reserve crude oil inventories have officially fallen below 300M barrels for the first time since 1983, a 43-year low, with inventories declining another 6.1M barrels last week to 298.7M barrels.

At the current drawdown rate, the SPR will hit the congressional minimum of 252.4M barrels in 8 weeks or less, with 46.3M barrels remaining to go.

Iran declared it will wait out the Trump administration until January 20, 2029, but Iran likely doesn't need to wait that long, with the US SPR running out in weeks forcing Trump's hand well before 2029.

[Rory Johnston @Rory_Johnston]

Interesting US official claim re: 8 MMbpd of outbound Hormuz oil flow.

This is currently ~33% more than I'm seeing (including dark transits, Gulf of Oman STS, etc)

And critically it's 3-4x the pace of current inbound ballast, so even if it is currently true it's unsustainable.

[Art Berman @aeberman12]

Unconfirmed report of a possible Houthi strike/fire at Aramco’s Berri Gas Plant in Jubail

[Brandon Beylo @marketplunger1]

The NYSE Gold BUGS Index has had five other instances of weekly returns like the one this past week.

The last time this happened?

2016.

What followed was an 85% gain in 26 weeks.

[EEEInvest @eeeinvest]

@JoshYoung Glut "Blah Blah B*****t" Blas aka @JavierBlas has a glut to offer you - you will be swimming in black gold :) Every day above... :)

[Josh Young @JoshYoung]

2029 is a long time to wait for a deal for the Strait of Hormuz to reopen.

Got oil?

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran has flatly ruled out any future negotiations with the Trump administration, declaring it will wait out Trump's term until January 20, 2029, per an advisor to the Parliament Speaker Ghalibaf and a senior Iranian source.

"Trump will not reach an agreement with us. We will accompany him until his term ends," Majid Shakeri, advisor to Parliament Speaker Ghalibaf says.

Shakeri adds "the path to victory is neither fighting nor a deal, it is managing the process of neither war nor peace, up to the point of victory. Publicly confirming negotiations with the US is sheer folly. The winning approach is denial, ambiguity, and strategic patience."

Unless Trump accepts all of Iran's conditions in the US surrender document, the Strait of Hormuz stays closed until 2029. Those demands include $300 billion in compensation, more than $100 billion in frozen assets released, lifting all sanctions, US troop withdrawal from the entire region, and accepting transit fees on every ship.

[Art Berman @aeberman12]

World oil production dropped 15 mmb/d during the Iran War

It fell only 11 mmb/d during Covid
#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket

[EEEInvest @eeeinvest]

@JavierBlas @JasonBordoff @ColumbiaUEnergy "Glut" Blas - please retweet :) https://t.co/5dGVXwCTUj

[Patrick De Haan @GasBuddyGuy]

BREAKING: For the first time since it was filled, the U.S. Strategic Petroleum Reserve (SPR) has fallen below 300 million barrels to 298.7 million, down 6.1 million barrels from a week ago. Declines are likely for a few more weeks before the authorized release is complete.

[EEEInvest @eeeinvest]

@JavierBlas Glut "Blah Blah B******t" Blas - oil to the MOON :)

[EEEInvest @eeeinvest]

@JavierBlas @JasonBordoff @ColumbiaUEnergy Not going to be "defying" much longer :) Manipulation is running on fumes and chats of "Glut" Blas with a NYC establishment figure are just inane puffery of a discredited biased and pertinently a false narrative :) Every day above.... :) China to the rescue of Princess Blas-haha

[The Hormuz Report @HormuzReport]

BREAKING: Iran has completely ruled out any future negotiations with the Trump administration, declaring it will wait out Donald Trump's term until January 20, 2029, per Iranian outlets and Ghalibaf advisor's post.

"Trump will not reach an agreement with us. We will accompany him until his term ends," said Majid Shakeri, advisor to Parliament Speaker Ghalibaf.

He posted: "The path to victory is neither fighting nor a deal — it is managing the process of neither war nor peace, up to the point of victory. Publicly confirming negotiations with the U.S. is sheer folly. The winning approach is denial, ambiguity, and strategic patience."

Iran's conditions remain unchanged: $300 billion in compensation, release of frozen assets, and withdrawal of U.S. forces. Until then, the Strait stays closed.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Crude oil inventories in the US Strategic Petroleum Reserve officially fall below 300 million barrels for the first time since 1983.

Inventories declined by another 6.1 million barrels last week, to 298.7 million barrels.

US oil reserves are at a 40+ year low.

[Elon Musk @elonmusk]

Believe them. They mean exactly what they say.

[Gad Saad @GadSaad]

Dear non-Muslims, it is ok to be afraid of Islam. It has not been very kind to you for 1,400 years. There is no such thing as Islamophobia. It is a term invented by those who do not wish for anyone to scrutinize Islam. Carry on.

[Giovanni Staunovo🛢 @staunovo]

Reopening Strait requires US ending blockade, compensation, Hormuz deal with Oman includes fees for maritime serviced - #Iran's FM spokesman