Ken Fukayama

Aviation / Weather / Energy

[Ken Fukayama @K_Fukayama]

@dtarian04 Can’t wait to see your short position get fried. Gotta go beyond technical analysis here, my friend. Global picture is important

[Ken Fukayama @K_Fukayama]

@dtarian04 Worked for you the first 5 times. This short strategy is also out of powder. Supply narrative is shining through the jawbones

[Ken Fukayama @K_Fukayama]

With these kind of draw downs we are going to enter higher normalized Oil prices as comparative inventories start to attract to historical levels. #OOTT

[The Hormuz Letter @HormuzLetter]

BREAKING: US commercial crude oil draw of –7.167M barrels this week, the largest in 6 weeks massively beating expectations of a +1M build, and inventories at lowest since 2018, per EIA.

Including the SPR draw, the total US crude drop is roughly 11M barrels.

[Ken Fukayama @K_Fukayama]

Wild. Per the comparison inventory levels where weekly total petroleum stock level minus the 5-year seasonal avg for that same ISO week, we've overshot slightly to the downside by a few dollars. However that doesn't mean this is where we stay with current draw down rates: #OOTT

[Ken Fukayama @K_Fukayama]

This is wild. Were going to draw for at least a few more months with this kind of rates #OOTT

[Ken Fukayama @K_Fukayama]

Crude demand continues to significantly outpace supply with the current air pocket in the straight continuing. WOW...

#oott

[Ken Fukayama @K_Fukayama]

We are ripping through US Crude stocks. Demand has to get hit by price increases. Thats going to happen one way or another.. Guess its going to be tank bottoms as the trigger #OOTT

[Ken Fukayama @K_Fukayama]

@GringoInvesting Wow. This is completely misleading

[Ken Fukayama @K_Fukayama]

@bluegoldr Are you forecasting the report due out Thursday will show a -235 or -382 draw? Just deciphering your table correctly. -382 is monstrous

[Ken Fukayama @K_Fukayama]

Very interesting. High buy action on the tape here after the EIA release. Wouldnt be suprized if they move this to 3.80 by the end of the day #natgas.

[Ken Fukayama @K_Fukayama]

@natgaskneel models are conflicting currently. Non euro is showing mega cold blast Christmas week. Euro hasn’t gotten there yet. Bullish

[Ken Fukayama @K_Fukayama]

@DiveBomb321 Where are you pulling your HDDs from?

[Ken Fukayama @K_Fukayama]

This is indicative of a high-latitude blocking regime, which disrupts the typical west-to-east flow of the jet stream.

This setup could lead to impactful winter weather events. Still 300+ hours out but watch after the 8th of Jan for big changes

[Ken Fukayama @K_Fukayama]

🌡️ Significant Temperature Shift Incoming
After the first week of January, a potential blocking pattern in both the Pacific and Atlantic. This setup is forcing the jet stream to buckle South, delivering colder-than-normal air into the western U.S. #natgas #oott

[Ken Fukayama @K_Fukayama]

@compound_cam What strike did you play?? Going to be spicy tomorrow

[Ken Fukayama @K_Fukayama]

🌊 Beneath the equatorial Pacific, a deep pool of cooler-than-average waters has been forming all summer. This cooling trend is a key factor behind the forecast for La Niña this fall and winter, bringing significant weather shifts. ❄️ #LaNiña #WxX

[Ken Fukayama @K_Fukayama]

🌨️ Winter 2024 is shaping up to be a La Niña season! Expecting possible cooler temperatures, increased snowfall, and potentially drier conditions across parts of the southern U.S. ❄️ If you're in the northern states, maybe a wetter, colder winter. #LaNiña #WxX #wxtwitter

[Ken Fukayama @K_Fukayama]

this is winding up to be absolutely bananas from this Thursday onwards where the entire continent, including the high population areas are swarmed with arctic air for the rest of the month
#polarVortex #wxtwitter #oott

[Ken Fukayama @K_Fukayama]

We’re back! Heat/momentum flux suggests a weakening polar vortex. Upcoming implications - potential cold snaps moving southward and increased turbulence affecting flights. Keep an eye on weather updates for safety and planning. #polarVortex #wxTwitter

[Ken Fukayama @K_Fukayama]

Welcome back SSW lovers! And Merry Christmas!

[Heinrich Leopold @LeopoldHeinrich]

#natgas
Massive invasion of polar air into the US West/Midwest. <zero wind chills in the Rockies down to Colorado. The sudden warming on 30hPa in the strato signals there is much more to come. Rockies, Niobrara, Anadarko... will see big freeze offs. This season it will be on time