Jin

Metals trading. Professional background in physical oil products and base metals derivs (SHFE & LME). Asian hours | Energy, metals, agriculture, macro.

[Jin @jin_trade]

@tphuang Didi 专车for the win

[Jin @jin_trade]

@BurggrabenH the (real) chinese economy needs this normalisation for a more sustainable development path going forward. Broadly the economy has also pivoted away from property for a while now - no longer a priority

[Jin @jin_trade]

@BurggrabenH Please pull up a chart of Chinese copper inventories. Smm social inventories if you have it, else SHFE exchange inventories.

[Jin @jin_trade]

@CRUDEOIL231 That said with prices breaching 14k recently, demand has pulled back significantly. It’s a story of weak demand + tightening supply at the moment

[Jin @jin_trade]

@FT The ECB can always sell dollar assets as a counterweight. Go for it!

[Jin @jin_trade]

@waitmaya 31

[Jin @jin_trade]

@MenchOsint They are SO short of munitions then

[Jin @jin_trade]

@zerohedge Then hike rates. Aggressively

[Jin @jin_trade]

@macastel3 Both - my job requires that I improvise to navigate chaos, consistently with minimal mistakes 😂

[Jin @jin_trade]

@AmadeusBolshev Producing quality stuff at affordable prices - sounds good to me

[Jin @jin_trade]

@CRUDEOIL231 Just a theory, but perhaps it’s in CN and Iran’s leverage interest to allow price suppression, keep prices low, support demand and accel stock draws to achieve a max vulnerability point sometime in the next 2-3 months.

[Jin @jin_trade]

@zerohedge No one believes Axios

[Jin @jin_trade]

@sentdefender Destination “INDIAN GOVT SHIP” 😂

[Jin @jin_trade]

@HormuzLetter @renewableworks Art of the Capitulation

[Jin @jin_trade]

@CMShehbaz Another copy paste?

[Jin @jin_trade]

@FT Depends if the export quotas get approved or not.

[Jin @jin_trade]

@HormuzLetter That’s from Iranian exports plus the occasional spot approvals? What if the UAE Fujairah barrels also get affected?

[Jin @jin_trade]

@ianbremmer @agturbobrazil This looks more like mops kero than FO180

[Jin @jin_trade]

@FirstSquawk Axios has no credibility

[Jin @jin_trade]

@pinkbourbon8898 One risk to the above is that Indo coal and cpo production is diesel dependent (barges, generators, trucking). If availability becomes an issue, production gets impacted accordingly. One idea would be long coal and cpo but short rupiah accordingly.