Ash

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Ash

Ash

@OuthouseCapital

Hail to the king, baby.

Katılım Mayıs 2009
237 Takip Edilen159 Takipçiler
Conspiratorial Templates
The South is amazing. Imagine making absolutely zero progress in basically any area for 160 years. That's almost a talent.
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Ash
Ash@OuthouseCapital·
@AlexForbesOps Dunno, go to their website. Been a while since i looked
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Ash@OuthouseCapital·
@mcmhtl6 @BobLMandeb @GasBuddyGuy @DanielTurnerPTF Depends on the facility. Valero was still considered state of the art and it was 50 years old. Old refineries arent shuttered, they are upgraded and expanded. That isnt happening with the Cali ones.
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Romeo’s not dead
Romeo’s not dead@mcmhtl6·
@OuthouseCapital @BobLMandeb @GasBuddyGuy @DanielTurnerPTF …given future fuel demand, compliance costs, upgrade requirements, and shareholder expectations. Refinery closures are almost never caused by one thing alone. Age, maintenance costs, market conditions, regulatory outlook, and long term profitability all factor in.
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Ash@OuthouseCapital·
@mcmhtl6 @BobLMandeb @GasBuddyGuy @DanielTurnerPTF The age thing is overplayed especially with a location like the Valero facility. There is enough capes in those facilities and annual maintenance downtown that that isn’t a significant cause of closure
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Ash@OuthouseCapital·
@BobLMandeb @GasBuddyGuy @DanielTurnerPTF California needed a defense act to restart offshore drilling and their regulations are driving refineries to leave the state. Read Mike Ariza's stuff homey.
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Bob L. Mandeb
Bob L. Mandeb@BobLMandeb·
@OuthouseCapital @GasBuddyGuy @DanielTurnerPTF “Obnoxious regs” sir there are no pipelines crossing the rockies and those infrastructure disconnects are in Nevada and Arizona. P66 has one planned for 2029 but that just got started. California is an energy island. That’s why we import so much.
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Bob L. Mandeb
Bob L. Mandeb@BobLMandeb·
@OuthouseCapital @GasBuddyGuy @DanielTurnerPTF None silly, but we get a lot of fossil fuels from Iraq, Kuwait, Saudi, Bahrain, Qatar and UAE. And it’s all on a global market. Genuinely asking: are you trolling or did you really not think this through?
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Ash
Ash@OuthouseCapital·
@GasBuddyGuy @DanielTurnerPTF Lloyds pulling insurance is the reason oil prices spiked. First time ever. Not during either Iraq war nor the Iraq/Iran war.
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Patrick De Haan
Patrick De Haan@GasBuddyGuy·
@DanielTurnerPTF this was said in 2021, the context was a president doesn't control U.S. gasoline demand, which was rebounding as the pandemic started to slowly improve. demand was outpacing supply, which dropped due to historically low demand during 2020.
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Bob L. Mandeb
Bob L. Mandeb@BobLMandeb·
@GasBuddyGuy @DanielTurnerPTF Also, for all his faults, Biden didn’t invade Ukraine, interfering with Black Sea oil exports and upsetting the apple cart. Trump, however, is to blame for Hormuz.
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Battle Beagle@HarmlessYardDog·
@toetyper @GasBuddyGuy Imagine knowing there's a famine occurring and you're selling off your emergency food supplies at a discount.
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Ash@OuthouseCapital·
@JusDayDa @GasBuddyGuy No it doesn’t. In April, close to half their oil Exports went to the us
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JusDayDa
JusDayDa@JusDayDa·
@OuthouseCapital @GasBuddyGuy California will help Venezuela goes strait to India for Diesel processing (There is less than zero production capacity in US plus zero outbound loaders available)
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JusDayDa
JusDayDa@JusDayDa·
@GasBuddyGuy The rapid draw of sour 4:1 grows concerning It’s easy to refill the US SPR with light-sweet But where are we going to get sour?
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DJax@DJax44WY·
@JuliOnTwtr @OilandEnergy 25M across the board! And they’re still able to keep the price as well as it is playing with the market. At some point the whipsaw is gonna be biblical.
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Julianne Geiger
Julianne Geiger@JuliOnTwtr·
API Inventory Moves 05/05 Crude Oil -8.1 million (exp. -2.8 million) Gasoline -6.1 million Distillates -4.6 million Cushing -1 million SPR -5.2 million #oott #crudeoil #API #gasoline
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Ash@OuthouseCapital·
@ohyessratii They developed it to differentiate themselves from the poors.
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Ash@OuthouseCapital·
@FoodForThert @0hour1 Not only that, they are regulating refineries to the point that they are shutting and leaving the state.
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NoMansLand
NoMansLand@FoodForThert·
@OuthouseCapital @0hour1 They do, Newsome turned down a pipeline to Cali, they only do heavy crude refining so refined light crude is done elsewhere.
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0HOUR1@0hour1·
Has anyone told these retards that America processes its own oil? We don't get Middle Eastern oil.
0HOUR1 tweet media
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NoMansLand
NoMansLand@FoodForThert·
@0hour1 West coast get oil from middle east.
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