Graham Soley

@scootluc @sanskarimata @JavierBlas good point

@CommodityGraham @sanskarimata @JavierBlas Smart people use context to understand, dumb people need everything explained and still don't get it.

While we await for the deal, I think we can already highlight a few oil lessons: 1) Although we don’t yet understand how, China can reduce oil imports massively (>5m b/d cut) 2) Saudi/UAE bypass pipelines work 3) OECD nations can release their SPR at flow rates of >2.5m b/d

@csmaynes @JavierBlas Brother Javier is incredibly lucky to have the platform he has. Given that, he needs to provide more depth than an intern.

@CommodityGraham @JavierBlas Bro is a journalist, and an excellent one, not a commodity trader. Don’t project.

@scootluc @sanskarimata @JavierBlas the post is lazy and commodity traders cannot be lazy

@CommodityGraham @sanskarimata @JavierBlas Implied

@sanskarimata @JavierBlas price was never mentioned

@CommodityGraham @JavierBlas wtf are you talking about? What Javier said makes sense given the price action

@JavierBlas Need a clear implication wrt to "lessons", for example, lessons that explain (say) the price action since March? Break your belief into smaller pieces because no point is well explained. For point #1, it is not a lesson, it is extremely evident wrt the HOW and WHY

@CommodityGraham What’s your disagreement?