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survivorship bias personified

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@hradzka Honestly this one is probably for the best

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@alexbhturnbull Not sure what's going on with petroleum, but domestic petchem demand must be very weak. Polyethylene is straight down since the war started. Butadiene is down to pre-war prices.

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@tleilax___ What gives with pricing? NOLA urea back to Feb prices. Would seem to be readily available.

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@dunnde You really that worried about Becerra?

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@cremieuxrecueil What is the plan for ocean acidification?

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@TSLAFanMtl Leading what, exactly?

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@Big_Orrin I think the point she is making is that emissions resulting from operating California refineries are subject to cap & invest. They are fundamentally disadvantaged to the extent emissions > their free allocations in the program.

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@Zerosumgame33 1) Extraordinary commodity economics incentivize extraordinary investment (see RD capacity build 2021-2023).

2) Politically constructed market increasingly likely to see political backlash as cost pushes >$0.35/gallon at the pump.

Bust potential on the other side of this boom.

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@tleilax___ Not really.

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@grantbelden We’re talking about the guy who sends celebrities to space?

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@kkmaway No, because there is still no equity issuance!

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@ALikhodedov @VKMacro @Rory_Johnston In fact you can see large inventory draws and low absolute stock levels coincident with bear market price action, as long as the market has confidence in s/d balance restoration ahead. See coffee and cocoa for recent examples.

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@ALikhodedov @VKMacro @Rory_Johnston Do inventory draws matter if the market sees an exit path to builds before "tank bottom" / operational stress point?

Ag markets regularly deal with this problem, where you have a bad crop and need to ration the absolute min amount of demand until you get the next harvest.

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@JusDayDa Do you think Tesla has a better safety culture than Cruise or Uber did?

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@Big_Orrin @Gary_Brode Where are you seeing that?

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@rschmied @yoloption And already exiting the statute of limitations.

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@AndurandPierre More than twenty passed through yesterday…

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@PatrickHeizer What is best practice for intensive LDL reduction for someone without specific risk factors and “normal” cholesterol labs (eg 80 LDL, 70 ApoB)?

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@Big_Orrin He’s deeply MAGA pilled.