𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹

Oil & Gas Industry // #worldeconomy // #blackswan // #finance // #investment #desktrader

[𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 @markethell]

@artnmoney "США предоставили России «комфортные письма» для обеспечения экспорта удобрений"

То же самое увидите и по нефтегазу, через полгода или год, только закрытые скважины будет сложно реанимировать... То есть, все будет значительно дороже.

[𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 @markethell]

"Байден: потолок цен на российскую нефть удешевит топливо в США"
😂😂😂 Врет как дышит!

Главное СП2 не запускать, чтобы цены на нефтегаз в мире опять не хлопнулись.
При "потолке цен" РФ сократит добычу, дефицит арабы быстро не покроют...
...суперпрофит! (ЕС оплатит😉)

[Javier Blas @JavierBlas]

US President Joe Biden and Saudi Crown Prince Mohammed bin Salman. A “pariah” he’s not | #OOTT

[Holger Zschaepitz @Schuldensuehner]

#Euro on course to parity: Common currency just hit a fresh 20y low at $1.0053.

[Magnus123 @Magnus12316]

Read comments here from utility company Steag about coal. Stockpiles are very low and europe will need HUGE anounts of coal.

$AHQ $BTU $CEIX $WHC $NHC

https://t.co/fe6tzoNW7d

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany where Target2 balance rose by €54bn in Jun due to rising stress in Eurozone w/10y Italy risk spread temporarily jumped >240bps for 1st time since 2020. Target2 claims of Bundesbank on rest of Eurosystem now €1.2tn, meaning substantial risks for Germany

[Javier Blas @JavierBlas]

BREAKING: German benchmark 1-year forward electricity contract surges to an all-time high above €340 per MWh. At current price levels, German manufacturing is going to crumble.

Last week's @opinion column warning about the crisis: https://t.co/A2CpQKo4tE #Germany 🇩🇪🔌🪫

[Robin Brooks @robin_j_brooks]

We predicted Euro zone recession and Euro going to parity shortly after Russia invaded Ukraine. Yesterday's trade deficit for Germany is a reminder how profound fallout for Germany and Europe will be. The business model of past decades - based on cheap Russian energy - is over...

[Steve Burns @SJosephBurns]

Buying price support in 2022:

[Robin Brooks @robin_j_brooks]

Germany's growth model has been to import cheap energy from Russia, use that to assemble manufactured goods and export those goods to the rest of the world. While Germany now seeks new energy suppliers, its trade balance and that of the Euro zone will look ugly. That's all...

[Martin Pelletier @MPelletierCIO]

“Oil and gas capital spending fell by over 60% between 2010 and 2020. Investment in the US shales fell by over 70%. Over that entire period, the cumulative reduction in capital spending compared to trend was more than $1 tr.” https://t.co/68ucng4PwG

[𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 @markethell]

☝️

[Javier Blas @JavierBlas]

There's a structural problem Germany is waking up to: the competitiveness of its heavy, energy-intensive industry (chemicals, engineering, metals) is based in no small part on cheap Russian gas; take that away, and made-in-Germany may not that different to, ehem, made-in-Spain

[𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 @markethell]

Компания Samsung Electronics обьявила о запуске 3-нм технологического процесса с применением транзисторной архитектуры "Gate-All-Around".
TSMC запустит 3-нм чипы в массовое производство только во второй половине текущего года.
Что и когда по этой теме запустят в РФ, непонятно.

[Javier Blas @JavierBlas]

OPEC Spare Capacity Is Smaller Than Market Expects: Shell CEO

[Javier Blas @JavierBlas]

COLUMN: Can Saudi Aramco meet its oil output promises and pump 11-12m b/d?

"Regardless of the true potential production number, one thing is clear: the days when Aramco could easily pump more and more barrels are over."

#SaudiArabia #OOTT via @opinion https://t.co/NKj7H389NE

[𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 @markethell]

✌️😉

[Ronnie Stoeferle @RonStoeferle]

35 Trillion Drawdown! Thats what i call a brutal #AssetPriceDeflation

#reversewealtheffectcausingglobalrecession #Disinflation #WhenUturn?

[The Kobeissi Letter @KobeissiLetter]

All signs are beginning to show that inventory is rising in the housing market and prices have peaked.

A drop in the housing market is the final piece to the puzzle.

It’s time to rip the bandage off and let this economic cycle take its course.

A recession is now inevitable.

[𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 @markethell]

🤘😉

[Michael Shellenberger @shellenberger]

Biden was counting on Arab nations to produce more oil but a few hours ago French President Macron was overheard telling Biden that the United Arab Emirates is at max capacity & the Saudis can’t produce much more. It appears to be a direct appeal to Biden to produce more oil.

[Javier Blas @JavierBlas]

COLUMN: European manufacturing is crumbling under the weight of sustained high electricity and gas prices.

The months-long crisis that many industrialists penciled into their plans has morphed into a years-long problem. Closures loom | via @opinion https://t.co/P8J25adqzg

[zerohedge @zerohedge]

Dallas Fed: "We see the environment for the oil industry becoming even worse than the previous months. Biden is promoting a very caustic attitude toward the oil industry, which doesn’t help the country in any way."