HeyU308!

Amateur speculator in uranium and other under valued energy markets. My opinions and market view are my own and not investing advice.

[HeyU308! @jbleck]

@jessecperry @GavMcCracken 😂

[HeyU308! @jbleck]

@capnek123 @JohnPolomny One of my favorite OGs. John’s life experience in energy is an honest perspective.

[HeyU308! @jbleck]

@Nostre_damus 🎯

[HeyU308! @jbleck]

@2020Upstream Agreed

[HeyU308! @jbleck]

@DebraG_Robins A non-binding non-agreement that agrees to nothing Iran will agree to. MOUs are meaningless, this is desperate.

[HeyU308! @jbleck]

@SilverDegen Solid 💪

[HeyU308! @jbleck]

@RealPeterLinder @robin_j_brooks Using emergency reserves to fill the gap is not excess supply coming from production.

[HeyU308! @jbleck]

@Nostre_damus I believe the cost has climbed to $106,000.

[HeyU308! @jbleck]

@RealPeterLinder How much does $WCP need to hit to afford Ferrari normal oil changes & maintenance? 😉

[HeyU308! @jbleck]

@BranderYuri @BankerWeimar Number One on SubStack says we are drowning in oil. Everyone lies about supply.

[HeyU308! @jbleck]

@SteveRodio @Acyn Everything feels fake so much so I think history is possibly all propaganda. Well at least we have each other.

[Erik Townsend 🛢️ @ErikSTownsend]

Here we go again... The recurring pattern (for the 90% of market participants missing it):
1⃣ Iran reiterates their consistent unwavering position that they will not develop a weapon but also refuse to give up their enriched material
2⃣ Trump hears "agreed to no weapon", interprets it to mean they have agreed to give up their nuclear materials, and announces "We have a deal!"
3⃣ Iran again reiterates they will not surrender their 60% enriched uranium, exactly what they've said consistently since February
4⃣ Trump freaks out over "Lying Iranians" backing out of the agreement they never made and which he conflated from "no weapon"

We've been through this several times now. The pattern is not new and should not surprise anyone.

My substack explaining all this from 10+ days ago: https://t.co/DFxebIBdLG

[Royen Capital ✈️👨🏿‍✈️🇱🇷💹🛢️🌊⚽ @CaptainRoyen]

I'm surprised more people aren't talking about this. California will hit tank bottoms for jet and diesel by July 4th.

The Asian import arbitrage is dead, local refining is tapped, and none of this is reversible for 12-18 months.

Could this be the Energy Crisis' Lehman moment?

[HeyU308! @jbleck]

@SilverCrisis405 @GavMcCracken @DoombergT Sincerely the bird is smart, chooses words very carefully, likely trained like Yoda in some special way….🤔

[HeyU308! @jbleck]

@SilverCrisis405 @GavMcCracken @DoombergT How do commodities, priced in dollars go much lower as the dollar is devalued long term? I do understand Gold replacing Treasuries, likely not even a choice, it’s just happening globally. The bird is very smart and in the past proven to be correct, I should just buy SpaceX IPO.

[HeyU308! @jbleck]

@SilverCrisis405 @GavMcCracken @DoombergT No crisis when it comes to oil supply. “We are drowning in it”

[HeyU308! @jbleck]

@SteveRodio Seems to be a pattern I’ve noticed that too

[HeyU308! @jbleck]

@adamtaggart Maybe that’s the US Government seizing all of Iran’s Bitcoin like they have been bragging about. That can make you sell in mass if you are a foreign nation or bought it because you thought it was safe from confiscation.

[HeyU308! @jbleck]

@badcharts1 @adamtaggart Your charts are works of art, truly. Sometimes the artwork depicts something doomy.