Mylo Nite

Architect and erstwhile geologist, interested in the future of energy.

[Mylo Nite @Quarkitect]

@GavMcCracken

[Mylo Nite @Quarkitect]

@GavMcCracken So much peace. So much winning. Oil to $0 or less within days.

[aussie17 @_aussie17]

🚨🚨🚨Holy moly!!
TWO oil refinery explosions today!

- May 11 morning: HF Sinclair refinery, West Tulsa, Oklahoma
- May 11 evening: Pemex Antonio Dovali Jaime refinery, Salina Cruz, Mexico (6 injured)

Full sequence so far since Geelong's explosion:
15 Apr → Australia Geelong Refinery
16 Apr → Pakistan blast (8 dead)
18 Apr ��� Russia Tuapse refineries
20 Apr → India HPCL Rajasthan
20 Apr → Texas oil well explosion
20 Apr → Romania CET Vest blast
22 Apr → Erbil refinery fire (Iraq)
23 Apr → Russia “Gorky” pumping station drone strike
25 Apr → Vietnam Dong Anh recycled oil facility (Hanoi)
8 May → Louisiana PBF Chalmette Refinery explosion/fire
11 May → Oklahoma HF Sinclair (West Tulsa) Refinery explosion/fire
11 May → Pemex Antonio Dovali Jaime refinery, Salina Cruz, Mexico (6 injured)

This is getting insane!

[Mylo Nite @Quarkitect]

@_aussie17 @GavMcCracken Global petro-infrastructure mayhem! Because just blowing up the Strait of Hormuz would be boring.

[Mylo Nite @Quarkitect]

@GavMcCracken @Jack_Lauer_ Agreed, swimming in oil. Those Europeans practically INVENTED that Euler number theory stuff, didn’t they?

[Mylo Nite @Quarkitect]

@GavMcCracken @wolverine0033 We need Boolean_Gavin to find a few NP-hard problems for the cryptologists.

[Mylo Nite @Quarkitect]

@GavMcCracken @variance_swap For being such a critical Strait,
hormuz is awfully Crooked.

[Mylo Nite @Quarkitect]

@GavMcCracken @invdiary Australia is projected to have about 30 days of diesel reserves. Not a good situation.

[Mylo Nite @Quarkitect]

@GavMcCracken Amos Hochstein (resume includes Iran sanctions lead and energy security czar for previous administrations) told Bloomberg this week: “We’re going towards a cliff on oil and oil products by the end of this month.”

Oil scarcity starts in 3 weeks.

[Mylo Nite @Quarkitect]

@GavMcCracken

[Mylo Nite @Quarkitect]

@GavMcCracken @Z_Business7 @BarakRavid @axios @BernieSanders @SECGov

[Mylo Nite @Quarkitect]

@Macrobysunil Sunil, what’s your guess as to the likely timeframe for a significant market correction, based on these signals?

I have seen some macro analysts suggest this setup may trigger up to a 30% drop in the S&P - do you concur?

[Mylo Nite @Quarkitect]

@GavMcCracken And still higher… Also today:

[Mylo Nite @Quarkitect]

@GavMcCracken Gavin, I think your Suncor will be ok, I really do. You’re overthinking this.

[Mylo Nite @Quarkitect]

@BroadLuis Luis, I strongly agree with your take on fertilizers in the current wartime climate. I’d recommend reading Adam Tooze’s Substack post on this:

https://t.co/HJ6H6GtvM6

[Mylo Nite @Quarkitect]

@Macrobysunil Hi Sunil, you have mentioned the likelihood of a bullish phase in silver and PMs in Q1 with warnings of a sharp market correction around April a few times now. I’m curious to hear more about your logic about the April event timing, if you’re willing.

[Mylo Nite @Quarkitect]

@carlkestens @SnakingLOL Not a useful comment. We won’t know whether Vigil’s compound is the next Kite or Humira for some time. Save your unsupported, fear-mongering hyperbole for your dank short-seller echo chambers.

[Mylo Nite @Quarkitect]

@JSSchoonover It’s not lost on those watching this space that the most promising direction for this advancement in neuroscience appears certain to hinge on leveraging the power of the brain’s innate immune system - not dissimilar to the earlier findings in oncology.

[Mylo Nite @Quarkitect]

@Lotterystonks Excellent, thanks! Appreciate the reply. Got in today with a toe dip.

[Mylo Nite @Quarkitect]

@umesh_gandhi007 I suppose longer than some, and less than others (3 years or so)... long enough to agree with your assessment of extreme irrationality. You just have to laugh (and occasionally vent). And be patient. Cheers.