

David Lopez
10.2K posts








Two weeks to film. $3mil budget. The greatest financial movie of all time.







The CCI and Squeeze indicator on Treasuries held by the Federal Reserve also looks identical to February 2020. It's unclear why the Federal Reserve would be following the identical pattern to the virus lockdowns. We still don't know what caused them to suddenly intervene in December 2025.







OIL INVENTORIES AT 43-YEAR LOW: EXPERT PREDICTS BRENT ABOVE $100 THIS SUMMER Bob McNally, president of Rapidan Energy Group, just delivered a direct assessment of why the oil market remains far from normal. Even if the Strait of Hormuz reopens by the end of June, commercial tankers will return only gradually while inventories have already crashed to historic lows. The combination of those depleted stocks and a powerful demand rebound from Asia creates a tightening setup that few traders have fully absorbed. THE HORMUZ REALITY ➡️ It will take through the end of this month before it is really safe and clear for commercial vessels to start moving through Hormuz. ➡️ Agreements must be signed and insurance secured before operators will risk the transit. ➡️ Channels need to be fully cleared of mines for tankers from Europe and the United States to move safely. ➡️ If the MoU holds, a trickle of vessels will gradually become a steady stream. THE INVENTORY CRISIS ➡️ Gasoline inventories sit at an 11-year seasonal low in the United States. ➡️ Distillate stocks have reached a 29-year seasonal low. ➡️ Crude petroleum reserves just hit a 43-year low. ➡️ These deep stock draws will continue for months as the system works through the disruption. THE PRICE OUTLOOK ➡️ McNally expects Brent to make another pass above $100 a barrel in July and August. ➡️ Global summer demand rises by about 1.5 million barrels per day. ➡️ Record export levels are adding to an already tight market. ➡️ "I'll be surprised if we can sustainably go much lower," he stated on current price levels. THE DEMAND REBOUND ➡️ Asia has been on a crash diet since late February, holding back crude purchases. ➡️ Pent-up demand will surge back as countries rush to refill and expand strategic reserves. ➡️ China wants to build even bigger reserves than it held before. ➡️ This demand wave could outpace the return of supply from the Arabian Gulf. THE BOTTOM LINE Low inventories and explosive pent-up demand from Asia are about to collide just as Gulf supply struggles to return at full speed. The oil market is heading into a high-conviction summer where even a successful Hormuz reopening will not prevent prices from testing sharply higher ground. #OilInventories #HormuzReopen #BrentOil #EnergyMarkets #OilPriceSpike #AsiaDemand #InventoryCrisis