Chevron Executive (Parody)

US HAS ACCEPTED THE LIFTING OF IRAN'S OIL SANCTIONS IN ITS NEW TEXT : A SOURCE CLOSE TO THE NEGOTIATION TEAM TOLD TASNIM THAT UNLIKE ITS PREVIOUS TEXTS, THE US HAS ACCEPTED IN THE NEW TEXT TO WAVE IRAN'S OIL SANCTIONS DURING THE NEGOTIATION PERIOD. || WAVING THE SANCTIONS MEANS A TEMPORARY LIFTING OF THE SANCTIONS. || IRAN INSISTS THAT THE REMOVAL OF ALL SANCTIONS ON IRAN MUST BE PART OF THE US COMMITMENTS. HOWEVER, THE US HAS PROPOSED A TEMPORARY OFAC WAIVER UNTIL THE FINAL AGREEMENT.- TASNIM NEWS

A big pivot from Ken Griffin on AI: “Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago. And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days. These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society. When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.” This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.

CITADEL KEN GRIFFIN WARNS AGENTIC AI IS AUTOMATING ELITE FINANCE JOBS IN HOURS, NOT MONTHS

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

An estimated 80,000 barrels of oil have reportedly spilled into the Persian Gulf near Iran’s Kharg Island, creating a major environmental disaster. @MOSSADil

Dropping 3 albums is cool but we're still on @ENERGY

Activist: "Your cows are putting carbon into the atmosphere." Farmer: "Where did they get it?" Activist: "What?" Farmer: "The carbon. Where did the cow get it before it put it anywhere." Activist: "From... eating?" Farmer: "From eating grass. And where did the grass get it." Activist: "The soil?" Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from." Activist: "But it's still going into the atmosphere." Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it." Activist: "Then just don't have the cow." Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle." Activist: "It's not that simple." Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."

Eneos Holdings said on Thursday it will buy U.S. major Chevron's CVX.N 50% stake in Singapore Refining Company and other assets in Southeast Asia and Australia for nearly $2.2 billion, in its first refining foray outside of Japan. reuters.com/legal/transact…

@RedWavePress @joerogan give the people that work in this vitally important US based industry a chance to explain

Interesting, if validated, discovery in a largely non-productive region of Iraq geoexpro.com/the-frontier-w…

*CME TO CREATE FUTURES MARKET FOR COMPUTING POWER BACKING AI

This is an actual photo of the first ever $30,000 Bloomberg Terminal:

Sticking to his guns and only listing gross acres on the S-1. Incredible.

@Godfather_530 I am Chevrons largest passenger vehicle lubricant purchaser lol

Just got word Mobil and Shell have informed Costco and Walmart they have no packaged product to send them and to expect bare shelves in the motor oil section in a few weeks

US To Develop Small Modular Nuclear Reactors For Commercial Shipping zerohedge.com/energy/us-deve…

In 1991, during the Gulf War, Saddam Hussein ordered the ignition of more than 600 oil wells in Kuwait. The resulting fires burned for months and were so massive they could be seen from space, darkening the skies even in daylight. At their peak, the burning wells consumed up to 6 million barrels of oil per day.

IRAN URGES ENERGY SAVING AS US BLOCKADE BITES Iranian officials have urged people to cut electricity, gas and fuel use as US blockade measures disrupt shipments and deepen economic pressure. President Masoud Pezeshkian warned that lower electricity consumption could help avoid government restrictions, while Vice President Saghab Esfahani called for small daily reductions in gasoline use.

A wise mentor once told me: “Before you play the game, study the winners. If you don’t want their life, don’t play their game.”

IRAN CLAIMS IT FIRED MISSILES AT THREE US DESTORYERS: TASNIM