Theoretiker

@ProVnone @ed_fin @nytimes Don't follow news. Follow things happened. Media is talking things for themselves. Keep eyes open and minds wide. More favourable

@TheoRetiker @ed_fin Sure it does. We see this over and over. How many @nytimes articles referenced the $2m toll without citing a source? If you don’t have 2 legit independent sources, it’s not news. Journalism 101. Iraqi WMDs all over again.

Anyone else notice that there are ubiquitous “reports” of Iran charging XYZ for crossing (spread by Iran) but if you speak to owners, there is zero indication that anyone is paying... or even considering paying? Do you people still believe in the tooth fairy, too?

@ProVnone @ed_fin This is how the world works. Has nothing to do with media. It's human. Follow the hopes, without using your brain

@ed_fin “There have been reports by unnamed sources of toll payments” becomes “There have been toll payments”. This is how media works now.

@BavarianPete @NurderK @HubertAiwanger Nun mal nicht gleich übertreiben, nur weil er zwischen zwei Bier mal kurz einen klaren Moment hatte

@NurderK @HubertAiwanger Hubert Aiwanger wird oft durch den Kakao gezogen aber am Ende ist er derjenige der Probleme pragmatisch mit gesundem Menschenverstand angehen will. Daher bin ich gerne Team FW 🧡

Katherina Reiche macht so eine schlechte Energiepolitik, dass sich sogar @HubertAiwanger darüber beschwert. Keine Pointe

@JavierBlas Unroll @threadreaderapp

VENEZUELA, TRUMP AND OIL: A thread 🧵 With Venezuelan oil production languishing near a 100-year low (despite its huge reserves), American saber-rattling against Nicolas Maduro isn’t having much impact on oil prices. FREE-TO-READ (next 7 days): bloomberg.com/opinion/articl… 1/10

@ekwufinance Unroll @threadreaderapp

Difference between conventional and shale oil - Conventional wells tap into big underground reservoirs. - Once drilled oil flows naturally for decades. - Peaks after 5-17 years - Declines ~5% per year They ramp up slowly, decline gradually

Shale oil doubled global decline rates. Every year the world now loses the equivalent of Iraq’s entire oil output, the 4th largest producer, just to stay flat. This treadmill can’t run forever. (Thread)

@ed_fin Unroll @threadreaderapp

CRUDE TANKER SUPPLY (updated) ED'S DEEP DIVE 🧵 VLCC = Very Large Crude Carrier 200,000+ dwt Suezmax 120,000-199,999 dwt Aframax 78,000-119,999 dwt Panamax 60,000-77,999 dwt $DHT $FRO $ECO $INSW $NAT $SFL $TNK $TNP $NMM $EURN