Shamishi

[Shamishi @mnjac99]

@agnostoxxx Do you make allowance that your followers are probably not representative of the broader market? Curious to know how that skews the result to get to broader market view

[Shamishi @mnjac99]

@agnostoxxx So what’s your take on the poll’s result?

[Shamishi @mnjac99]

@MichaelKantro But why?

[Shamishi @mnjac99]

@agnostoxxx Another O&G ABS-financed acquisition: https://t.co/RKPzar0Fdm

[Shamishi @mnjac99]

@agnostoxxx Have u seen the Carlyle-Diversified Energy deal (FT) on ABS for “stripper” wells 😂

[Shamishi @mnjac99]

@staunovo Another love tap 🫶

[Shamishi @mnjac99]

@CRUDEOIL231 Love the stuff u post - wondering what probability you give to Trump banning exports? That would solve his domestic pricing issues and pass the hot potato to Asia & Europe. Maybe Trump does have time on his side if one factors that?

[Shamishi @mnjac99]

@CommodMkt @amirhh81 @louishliu Hi Jeff - what happens if the US bans exports? Presumably USO benefits and BNO tanks?

[Shamishi @mnjac99]

@Big_Orrin Agree with ur thesis. Only see a higher for longer whilst inventory rebuilds.

[Shamishi @mnjac99]

@JavierBlas Only because of demand reduction…

[Shamishi @mnjac99]

@Christodulides Where’s Sarkozy? Taking the picture or did the teens get him for the mobile phone ban 😀

[Shamishi @mnjac99]

@anasalhajji @crudegusher @Rory_Johnston Is that after the Russian LNG tanker was hit in the Med Sea by Ukrainian forces or were they usually detouring before that?

[Shamishi @mnjac99]

@John_ForemanCBE But probably better quality than UK McDonalds, which must rank as one of the worst McD franchises

[Shamishi @mnjac99]

@EdConwaySky @energy_said I imagine demand destruction occurs before 250/b. More interesting will be how prices will be on reopening. Will it be orderly or…

[Shamishi @mnjac99]

@CRUDEOIL231 I don’t disagree but think the GCC would first want to bolster their defences before urging the US to finish the job. So, IMO, there is a fine line where it they all back off for a while and Tehran charges its toll and then… Netanyahu will probably kick it off again for them.

[Shamishi @mnjac99]

@fkronawitter1 Ilia Bouchouev suggests it might be an spr swap

[Shamishi @mnjac99]

@MarioNawfal Is Iran even exporting anything under the circumstances?

[Shamishi @mnjac99]

@IliaBouchouev What do you think happened yesterday? Heard there was a lot of producer puts. Anything to do with that?

[Shamishi @mnjac99]

@fejau_inc Anything to do with the amount of producer hedging on WTI vs Brent? And the followup delta neutral trade?