@morgan_downey Crude's Futures will be heavily manipulated. There will be ceiling and a floor to escalate around. I'll take the stairs.
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Invoke Capital
12 posts
Invoke Capital
@KnightsSword14
A different type of investor.
Menlo Park, CA Katılım Ocak 2024
583 Takip Edilen78 Takipçiler
Trump exited China this morning sans Iran announcement.
Here are 50 reasons oil rallies to $150+ in June (feel free to add more in the comments):
1. Hormuz closed 10+ weeks.
2. 12M bpd loss ongoing.
3. Trump-Xi meet. No Iran deal
4. Demand destruction needs $150-$250 to really get started.
5. 85-day buffer nearly gone.
6. 1B efficiency glut depleted.
7. SPR releases insufficient.
8. Global inventories at lows.
9. OECD commercial lean.
10. China strategic buying.
11. India demand strong.
12. Europe restocking.
13. US production promising but flat ultra short term.
14. OPEC+ no short term relief.
15. Spare capacity gone.
16. Geopolitical premium high.
17. $100 floor holding.
18. Momentum building.
19. Analysts raising price targets.
20. Summer driving season.
21. Refinery margins high.
22. Floating storage draining.
23. Pipeline constraints.
24. Tanker rates spiking.
25. Insurance costs up.
26. Asia imports surging.
27. Middle East tension.
28. No quick resolution sustainable.
29. New buffer math exhausted.
30. Price inelasticity.
31. Speculative longing.
32. Physical tightness.
33. Inventory data hitting 5yr lows.
34. Demand resilience.
35. Supply shocks compounding.
36. SPR at 20-year low.
37. Commercial stocks drawn.
38. Efficiency gains exhausted.
39. Just-in-time gaps emerging.
40. Consumer spending robust.
41. Forward curve backwardation.
42. Crack spreads wide.
43. Jet fuel demand fall not enough.
44. Diesel tightness.
45. Gasoline season starting.
46. Global economic growth steady.
47. China stimulus.
48. India expansion.
49. No alternative energy supply.
50. Equity and fixed income markets not familiar with physical oil reality.
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JUST IN: Big Short investor Michael Burry says stock market is "minutes" away from a "bloody" crash.
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$HIMS Peptide facility. Fuck Ozempic, Long Peptides.
investors.hims.com/news/news-deta…
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@abcampbell Renewables do not generate profit, extracting oil and baking in the geo-political price does.
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The next billion-dollar market is $VG on @novadotmarkets. Support it now and get a lifetime revenue share from the fees! app.nova.markets/thesis/187
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This is the CEO of the deep state Carlyle Group over at Apex terminals under a different name 🤔🐇🤑🛢🎲
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This is the CEO of the deep state Carlyle Group over at Apex terminals under a different name 🤔🐇🤑🛢🎲
$TSLA $BTC $SOL $XRP @MorganC000 @CFR_org @OneCarlyle $VG $CVX $XOM $HAL #OperationFury #IranWar $HOOD $DASH $HIMS apexhorizonterminalbv.com/about.php
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