just me

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@Big_Orrin any info about Lukoil or Rosneft tenders?

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@SStapczynski Stephen, what is a correct rate to convert price of MWH to MMbtu?

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@Big_Orrin @staunovo @energy_blogger it's pretty clear - to dump potential of shale output they need to move oil below $50 with higher volumes. But who is ready for this?

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@Big_Orrin it was bullish report without details )))
you never know how covering of the LAST SHORT looks like...

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@staunovo for now - yes!
but what will we see after covering the last of the last short?

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@Big_Orrin https://t.co/nbNZbeAXqQ

I know )))

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@Big_Orrin but how to compare with this?
Indian oil demand close to where it was pre-pandemic, Chinese demand has recovered significantly - Aramco's Mohammed Al-Qahtani

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@WallStCynic @SquawkCNBC 113817/622,66= 183
do u mean PS = 183?

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@Big_Orrin What do u mean about "Europe levels" - storage or physical demand?

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@Big_Orrin Is this situation for Nigeria export case or just a start of the trend?

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@Edsterling4 @Big_Orrin agree, and what is the reason? Are they hedging future supply in current prices environment without current supply to ramp up after guaranteed FCF (at the end of hedging)?

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@Big_Orrin @clagasperoni agree, I mean that last year we saw start of some withdrawal in jan-feb. And this year no such evidence.

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@Big_Orrin @clagasperoni but the situation in US looks dramatic in part of rising gasoline inventories this year - 5 of 6 weeks is buildinf of 4+mln

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@Big_Orrin @clagasperoni Is it about suffering in demand for finished products or what?

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@hmeisler "was" is the key word here

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@Big_Orrin Great! Thanks a lot. This means that US oil market is really simple and clear in compare to Brent.

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@Big_Orrin and it will be settled in Cushing, right?

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@Big_Orrin so, in WTI (which is physically delivered) if I buy Mar-21 now, I will recieve oil from 1-31st om March in any day, right? And price will be fixed in moment of trade?