Dandu L

You should really be inverse trading me unless I'm right, which is more often than not

I have no credentials

[Dandu L @K_dandu]

@TOzgokmen @DonMiami3 'Scuse you, I think you forgot the "super"

[Dandu L @K_dandu]

@TOzgokmen Coffee break, US blew their load

[Dandu L @K_dandu]

@BrettErickson28 A level headed take is welcome but taking the temperature on the more belligerent side you have ppl calling for nukes

Sadly I think your sort is in a massive minority with the sycophants that orange ass surrounds himself with

[Dandu L @K_dandu]

@WizarGod "I'm going to punch you but if you hit me back my dad will end you!"

[Dandu L @K_dandu]

@YodaStockInvest It would just fuck over retail when algos can trade news in milliseconds while you have to take care of basic needs

[Dandu L @K_dandu]

@Parodyjeffx Just a bunch of frogs being slowly boiled

DOGE should have been the point in time you felt scalded

[Dandu L @K_dandu]

@saylordocs A couple billion in the pocket won't do shit and the rest is tied up in companies.

Sure they could get a loan with that kind of collateral but personal risk would skyrocket and you'd need a saint to float that willingly

[Dandu L @K_dandu]

@remarks lmao

[Dandu L @K_dandu]

@Hassemedkollen1 @DarioCpx The treasury and BOJ most likely, Japan floated the idea but they have no obligation to notify on execution

There was also the release of vessels during the MOU and SPR still draining which gives some temp relief

China wasn't buying either

[Dandu L @K_dandu]

@DarioCpx If they double down one more time it could create a good ass entry for ppl who missed the first leg up

I've still got cash on hand to add if it's violent enough

[Dandu L @K_dandu]

@CarolinaLion2 Dozens of ships is not even nearly enough for any kind of satiety and should still cause massive red flags

The whiplash will be so much worse than it had to be

[Dandu L @K_dandu]

@Amstal2 Russia oil getting btfo bearish

War escalation bearish

Crack spreads bearish

Oil to 20$

[Dandu L @K_dandu]

@WagieCapital The normal route still has sea mines leaving the two corridors. The Oman corridor can't support a fully laden vlcc due to shallower waters without significant risk

Kuwait is in shambles and I figure we have not gotten the full extent of infra damage on the other countries yet

[Dandu L @K_dandu]

@TheBigBerbowski Honestly might be 30 years from now, capex will exceed rev for the foreseeable future

I'll be in a grave when they turn it around

[Dandu L @K_dandu]

Mind you this post is a bit of hyperbole, it's mostly a bunch of the smaller companies who got btfo

[Dandu L @K_dandu]

Bearish for crude

Oil to 30$

[Jarl Finland @jalle51]

This is the point of no return for the Russian energy sector. Companies in Tatarstan have officially begun shutting down production wells because refineries are offline, domestic buyers have vanished, and state-monopoly Transneft’s pipelines and storage tanks are at 100% capacity.

Here is why "shutting down a well" is a technical and economic death sentence for Moscow:

The Geological Trap: Many Russian wells, especially in older or complex fields, require continuous pressure to flow. When you halt production, the pressure drops, water infiltrates the reservoir, and the heavy, waxy Russian crude solidifies in the shafts.

The Western Tech Deficit: Reviving a dead well isn't a matter of flipping a switch. It requires highly advanced, capital-intensive enhanced oil recovery (EOR) technology. With Western oilfield service giants (like SLB, Baker Hughes, Halliburton) gone due to sanctions, Russia lacks the equipment to restart them.

Financial Asphyxiation: Oil companies must still pay heavy state subsoil taxes and worker salaries while generating zero revenue. They are bleeding cash while permanently damaging their geological assets.

By paralyzing refineries and storage hubs, Ukraine hasn't just caused a temporary supply shock—it has forced a systemic backup that is permanently breaking the physical infrastructure of the Russian petro-state. A well closed in 2026 is a well that may never pump again. 🇨🇳🇷🇺📉 #RussiaCollapse #OilCrisis #Tatarstan #Transneft #EnergyWar #Geopolitics

[Dandu L @K_dandu]

@NotA_Bull They have hit civ infra killing, crippling, traumatising and maiming ordinary people and this is what gets your good heart to stop and think?

Some introspection is in order, no?

[Dandu L @K_dandu]

Alright they'll need a bail out, Germany can't tank those numbers in unemployment without toppling

[Dandu L @K_dandu]

Are any of the big ICE vehicle producing companies in any shape to weather the coming oil deficit?

Last I checked their books were horrendous and stagflation will eat them alive, gov bailouts in germany for example feel incredibly unlikely

#VWAGY

[Dandu L @K_dandu]

@FirstSquawk He's shown time and time again to be an untrustworthy petulant narcissist worse than Putin

Public opinion 100% accurate:

China>US=RUS

^This is not a good thing