johndonymous

[johndonymous @johndonymous]

@BahiraR How did the hearing go?

[johndonymous @johndonymous]

@LVision_Trading @phileepos The math looks like it will change after last night. 7 ships hit off of fujairah in minutes.

[johndonymous @johndonymous]

@FinanceLancelot You've been on the money. Refiners outperforming re: Valero. Explorers lagging but still higher. Lets see how the next 6 months plays out.

[johndonymous @johndonymous]

@Fx1Jonny Gomorra. Makes sopranos look like a comedy. Yes, I've watched sopranos.

[johndonymous @johndonymous]

@LVision_Trading They could easily hit them. Ansarallah proved that earlier this week hitting that ship in the middle of the Red Sea. I believe theyre allowing some to come out to not starve the world especially their strategic partners like China and SEA. Just my thoughts tho.

[johndonymous @johndonymous]

@DarioCpx Diesel is already at highs and could go 20% higher lets say. Thats already baked in for PM stocks. The bottom for PM was in already June/July.

[johndonymous @johndonymous]

@Haqiqatjou Unfollowed. This is not the bridge to die on. You're giving off incel Fuentes vibes at this point. Im out.

[johndonymous @johndonymous]

@TankerTrackers How many barrels are leaving the strait by your estimate? Are we in a temporary crude glut as some have suggested? If so means close to 18 mb/d are leaving.

[johndonymous @johndonymous]

@investinguab @SengerChristof @jrex035 Mid to late 2027. Bookmark this sh...

[johndonymous @johndonymous]

@investinguab There's a short to mid term crude glut (4-6 mb/d) whereas refining capacity and diesel sits at a premium. This is the trade for the next 6-12 ish months. Short crude long refiners.

[johndonymous @johndonymous]

@OilandEnergy Inverse head shoulder pattern. Interesting.

[johndonymous @johndonymous]

@JoshYoung Demand destruction and refinery capacity and destruction leads to a minor crude oil glut in near to mid term. ~ Mid 2027. Yes, structurally raw crude oil supply is tight and will be for the next decade due to long term demand and under capex for new wells. The Crack spread shows

[johndonymous @johndonymous]

@badcharts1 Top 5 Cu stocks? Amerigo?

[johndonymous @johndonymous]

@minenergybiz Bottom will be in around June/July.

[johndonymous @johndonymous]

@NorthstarCharts Cognitive dissonance is crazy. Lower highs and lower lows. Clear as day. Dont try to catch a falling knife.

[johndonymous @johndonymous]

@NorthstarCharts @hajiyev_rashad Even from this chart it appears 4100 resistance may get tested in the new few months.

[johndonymous @johndonymous]

@hajiyev_rashad All i see is lower highs and lower lows. Especially in the midterm range. Dont jump in until base continues. The bottom will be in around July is my estimate.

[johndonymous @johndonymous]

@9mmScorpion Fake momos.

[johndonymous @johndonymous]

@jimmy_dore Yes 2 million dollar toll. Also the US blockade is bullshit. Just saw sanctioned tankers crossing past Oman with no difficulties.