
Timthetiny
18.1K posts







➡️ So, the Houthis targeted Saudi oil transport infrastructure. ➡️ That’s good to know…but did they have any effect on shipments? ➡️ A working thesis of ours - based on observations of the drone campaign against Russian of assets - is that pipelines are substantially more difficult targets than refineries and ships. This might be an interesting data point to support or contradict that thesis. #oott


Nvidia is in talks to provide a roughly $250 billion backstop for OpenAI as part of a massive data center project, one of the most ambitious financial transactions yet in America’s artificial-intelligence boom. on.wsj.com/4yWVhE6


#WATCH | On why China opted out of the scenario when every country in the world was trying to get a hold of as much oil as possible, Senior Oil Market Analyst at Sparta Commodities June Goh says, “China started the war in the best possible scenario, which is very high strategic petroleum reserves at hand…They have managed to show that they don't even need to import that much to still keep their industries running. They have accelerated whatever Electric Vehicle (EV) plans they have. Obviously, there is some demand destruction from higher retail pump prices, but it seems to have been met by, at least from the production side, the supply side; they have managed to divert some petrochemical naphtha into gasoline…it's kind of like they initially were buying when geopolitics looked better again. So I believe they will also, for now, based on at least the last few months, their trend will be to buy Middle East crude only when the oil price is weak enough. Otherwise, you know, and geopolitically, we are safe…” Watch the full interview here: youtu.be/w_fZvZCllVM?si…









Old enough to remember when we had an "oil glut" on the 1st of July 😆




It was easy to mock the bears but we are probably approaching peak bullishness on crude. Trump about to get desperate, informed by his party starting to panic, Bessent worrying about rates, markets reacting negatively again. Goldman/Citi/JPM bullish reports will call the top.









you guys can’t fearmonger me because both of my aunts got hottie touch-of-gray model looking second husbands in their 50s


Cattle falls to its lowest price of the year 📉 🥩




Matthew Smith has spent the last 18 months modeling every well, pipeline, storage facility, and power plant in the American natural gas system. His conclusion is that the US is heading toward a natural gas shortage with no precedent, beginning in 2028. By 2030, he believes we could exhaust our working natural gas storage entirely. The fuel everyone in AI is counting on, and that everyone assumes is abundant, is not there. And because gas sets the price of electricity in most of the country, he argues Americans will pay for the shortage in their power bills. Matthew has worked in energy markets for over 20 years and is the CIO of Chronometer Partners. This is his second time on the show, and he's one of my favorite people to talk to about energy. We discuss: - Why the bottleneck is moving from power to fuel - Why we can't just shut off exports - 2028 as the inflection point - Large-scale nuclear v. SMRs - Who wins, who loses, and what can still be done Enjoy! TIMESTAMPS 0:00 Intro 1:30 What Drives the Deficit 11:00 Why Supply Can’t Catch Up 20:35 The 2030 Gas Crisis 25:05 Winners and Losers 29:00 Nuclear and Solar 33:30 Consumers Pay the Bill 37:20 AI’s Next Shortage 45:25 Solutions and Global Stakes 51:15 The Coming Gas Knife Fight







