Terry Hendrix II 🏹

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Terry Hendrix II 🏹

Terry Hendrix II 🏹

@Terry_Hendrix

Secondary personal account 2A, permabear, etc My opinions are proprietary and nontransferable.

Greater Appalachia Katılım Haziran 2009
370 Takip Edilen476 Takipçiler
Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
@GettingCooked They were doing good to do a show at the time iirc from what I heard. Not going to mention the thing about the Seattle hotel.
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R A W S A L E R T S
R A W S A L E R T S@rawsalerts·
🚨#BREAKING: Denmark has reportedly prepared a contingency plan to blow up and destroy key runways in Greenland if the United States ever attempted an invasion
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All The Right Movies
All The Right Movies@ATRightMovies·
Two classics released on the same day, which is the best?
All The Right Movies tweet mediaAll The Right Movies tweet media
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Terry Hendrix II 🏹 retweetledi
zerohedge
zerohedge@zerohedge·
While everyone is focusing on the supply side of energy, here is what nobody is discussing (yet): demand is falling off a cliff, as either prices are too high, or there simply aren't any physical inputs. First in Asia: With over half of Japan's naphtha imported, petrochemical producers are trimming output: - Mitsubishi Chemical and Mitsui Chemicals have reduced ethylene runs -Sumitomo Chemical may delay restarting Keiyo Ethylene and expects reduced rates even after restart. South Korea is also seeing pressure build across the sector. - YNCC, one of the region’s largest ethylene producers, has declared force majeure and is running its cracker at significantly reduced rates. - Both Lotte Chemical and LG Chem have warned customers that they may follow, and the government has temporarily designated naphtha an “economic security item” to manage dwindling stocks. In China, Sinopec has cut March refinery runs by about 10% to conserve crude stocks. - A Shell–CNOOC joint venture has shut its Huizhou ethylene cracker and told customers that polyethylene shipments are suspended indefinitely effective March 5 - Wanhua Chemical has declared force majeure for Middle Eastern customers amid severe LPG feedstock disruptions. In Indonesia, Chandra Asri is operating at reduced rates and has declared force majeure following a sudden halt in feedstock arrivals. In Taiwan, Formosa Plastics Group’s Taiwan Petrochemical declared force majeure on March 10 and indicated that, if shortages worsen, volumes will be allocated based on actual availability. India suspended shipments of LPG to commercial operators to prioritize supplies for households, leading to worries from hotels and restaurants that they may be forced to close.
zerohedge@zerohedge

Demand Destruction Has Arrived zerohedge.com/markets/demand…

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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
@LeeinND @zerohedge Hopefully a divorce settlement with the group behind the decade long build-up and ill fated war. 2014 was a long time ago.
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Lee Smith
Lee Smith@LeeinND·
@zerohedge So we sent Zelensky $200 Billion for.... what exactly?
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zerohedge
zerohedge@zerohedge·
*US AUTHORIZES DELIVERY, SALE OF CRUDE OIL FROM RUSSIA
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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
Was expecting this, but only after Ukraine lost Zaporizhzhia.
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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
@rawsalerts They'll mint anything they can sell over spot price... they have a lot of designs. Not really that big of a deal. They have generic designs too not just people.
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R A W S A L E R T S
R A W S A L E R T S@rawsalerts·
🚨#BREAKING: The Commission of Fine Arts will now composed entirely of Trump appointees will consider whether to approve a commemorative U.S. gold coin featuring Donald Trump for release by the U.S. Mint.
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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
@AutismCapital Does it count as AI for the capex? If yes they keep making xbox, but kind of ignore the actual market. That's likely what happened.
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
We joked that with the new Xbox CEO it would now be the Copilot Box and lo and behold, it’s became the Copilot Box.
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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
@nicksortor @elonmusk Remember when he complained about illegals taking Americans' jobs was a corporate conspiracy? Now he fights for giving illegals free healthcare and all your jobs. What changed? He's well-paid by the healthcare industry now.
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Nick Sortor
Nick Sortor@nicksortor·
🚨 NOW: Bernie Sanders is in an absolute SPIRAL on the Senate floor over the SAVE America Act, and is whining about @ElonMusk for some reason 🤣 Total clown show They can’t defend blocking voter ID, so they have to keep bringing up the BOOGEYMAN 😂
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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
I'm not happy about my oil hedge being correct. I have to fill up at the pump and use products/services affected by the input costs too. Was hoping for at least a winking nod export controls *could* happen for a bit longer for those reasons.
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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
@zerohedge Compare the reasons behind VZ and Iran and their results. You can't work with bad faith actors as partners.
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zerohedge
zerohedge@zerohedge·
*TRUMP: IRAN 'EXCURSION' WILL BE OVER SOON
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Matías N. Goldberg
Matías N. Goldberg@matiasgoldberg·
There is a bug in systemd's implementation of birthDate: If the user is a legal entity, it is possible the user was "born" before 1900. For example Nintendo was founded in 1889.
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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
Joining back up at the hip. If you need help this means your oil input costs in the US will normalize with the overseas market making fuel and products cost more. Export controls will be needed if this goes on much longer, and were expected. We'll get even higher gas prices.
zerohedge@zerohedge

Brent-WTI spread collapses

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Terry Hendrix II 🏹
Terry Hendrix II 🏹@Terry_Hendrix·
@zerohedge Likely traders hoped input costs would be reduced quickly before we got demand destruction. Instead of suppression someone chose escalation, and here we are.
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