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🏴PermianPostReality🏴
11.8K posts
🏴PermianPostReality🏴
@PermianPost
Word on the street, rumors and shitposting for the Permian. PE/E&P/OFS/bottom bitch 😘 Im a idiot TAMU=🍆🤡 liking my own tweets=endorsement 💪
انضم Eylül 2019
277 يتبع3.4K المتابعون
“A whole civilization will die tonight”
-BIG OIL
Tim Burchett@timburchett
BIG OIL is ripping us off. The Straits are open and Washington is in on it.
English
Perfectly correlated to a massive collapse in crude prices.
Faytuks Network@FaytuksNetwork
No oil or gas tankers have transited the Strait of Hormuz since the ceasefire was struck yesterday, the four vessels that transited were carrying dry cargo - Kpler
English
A real ceasefire that even partially reopened the Strait of Hormuz—even under suboptimal conditions and effective Iranian control—would be a godsend to supply-parched markets on the edge of breaking and would spare considerable economic and human misery.
A fake ceasefire announcement meant to placate markets actually worsens the long-term consequences of this crisis by delaying more durable adjustments to ongoing shortages.
The Strait of Hormuz remains closed.
English
🏴PermianPostReality🏴 أُعيد تغريده
Let’s see how many tankers cross the Strait of Hormuz tomorrow.
Literally everything else is noise.
English
It makes no sense.
However, I’m I’m looking forward to the market gaining *some* transparency into supply going forward. Futures have been treating the strait like it’s is faucet and if it would just open, everything would immediately go back to normal.
- The fields are on water flood
- 40+ facilities were destroyed
1. 300-400mm bbls from closed strait
2. 5mm bbl/d for 180 days to get back 70% of lost production
3. 1mm bbl/d for 24 months to get back the last 30%
4. Over produce by 2mm bbl/d for another 36 months to recover inventory loss
Futures act like everything is back in a few months.
English
Has anyone (serious people) read the proposed ceasefire and seriously thinks it’s agreeable?
Most likely it’s biding time for all parties to regroup, re-arm and get more favorable terms.
There are no innocent or trustworthy parties
🏴PermianPostReality🏴@PermianPost
EVERYTHING IS FAKE AND GAY
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I’m really tired of all the breaking news during kiddo bedtime and on the weekends.
GIF
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Where is the best BBQ in Midland?
I am not doing a poll because I don’t want to bias outcomes.
English
@Rory_Johnston I went to college with Hormuz, he gay as fuck
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I’ll admit I didn’t expect the emergence of Strait of Hormuz truthers.
But I guess I should have.
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“Tuesday will be Power Plant Day, and Bridge Day”
“Open the Fuckin’ Strait, you crazy bastards, of you’ll be living in Hell”
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48 hours on the clock, again.
GIF
*Walter Bloomberg@DeItaone
Trump says Iran has 48 hours to make deal or US will unleash 'Hell'
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