Tyler Abbott
449 posts

Tyler Abbott
@Tyler_A1234
Building, learning, staying sharp
Katılım Eylül 2009
53 Takip Edilen34 Takipçiler

@AdamScottMiller Glad we're on the same page. 🤝Always open to hearing your takes. Followed you,hope you’ll followed back so we can keep the dialogue going!
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UAE leaving OPEC is a very big deal.
OPEC produces 40% of the oil supply in the world. As a cartel, they dictate production. Meaning, oil prices.
UAE is #3 largest in OPEC. And they have Fujairah pipeline which totally bypasses Hormuz.
By exiting OPEC, the UAE breaks the cartel that is keeping oil prices high, unlocking 1 million extra barrels per day.


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@AdamScottMiller The market trades the narrative until it trades the physical reality. If the bypass works and the UAE keeps the taps open, the long term price floor will drop significantly. This is a classic supply side shift that overrides short term panic.
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Leverage will be lost. Oil pricing is partly supply but significantly more it is trader sentiment.
Close to 5 million barrels per day bypassing the strait is a hedge against panic, helping to calm pricing spikes
Even more significant is the ability of UAE to determine their own course of action instead of having to follow OPEC decisions, which can be used to help lower global pricing regardless of the strait dynamics.
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@studios_wf Glad we're on the same page. 🤝Always open to hearing your takes. Followed you,hope you’ll followed back so we can keep the dialogue going!
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@Tyler_A1234 Since oil is drilled from all around the world, it is economic relief.
High Oil prices increase the cost of everything because of transportation of goods.
You have a problem with plumbing?
A plumber shows up in a car that runs on gas or diesel and costs get passed on to you
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BREAKING: The United Arab Emirates has announced it will withdraw from OPEC after more than 50 years, with the move set to take effect May 1.
The decision would allow the UAE to boost oil production without OPEC quota limits — a major shift that could impact global oil prices.
The move is also being viewed by some as a potential win for President Trump, who has repeatedly accused OPEC of inflating prices and “ripping off the rest of the world.”


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@Rick_ATL_ Glad we're on the same page. 🤝Always open to hearing your takes. Followed you,hope you’ll followed back so we can keep the dialogue going!
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It's been manipulated for years!
It's basically like the stock market, it's one big club and we're not in it. It was controlled by the globalist and oligarchies.
It's a simple supply and demand model, but they always keep the oil prices higher than what the supply and demand equal.
I think it's just the start of something fantastic for the people. I'm sure it's going to take time, but I'm sure the goal is to get the system designed so it's fair and countries can make money.
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@studios_wf Diesel is the lifeblood of the global economy. You are 100 percent correct that when fuel costs fall, it feeds into every sector. The market often overcomplicates this with macro talk, but the physical reality remains the same.
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@FHithrow Glad we're on the same page. 🤝Always open to hearing your takes. Followed you,hope you’ll followed back so we can keep the dialogue going!
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@Breaking911 I think it's great because it means cheaper oil. But I don't understand how this benefits them. Through OPEC they get to keep the oil prices high. What nuances am I missing?
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@Wilson58Scott The geopolitical footprint contraction is the single most underrated macro story of the decade. We are witnessing the end of an era.
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@Tyler_A1234 Agree, however, the Yuan is winning out in the Middle East. The days of the petrodollar are coming to an end, as well as our military dominance in the Middle East. We won't rebuild our bases that were lost and our footprint has been diminished drasticialy.
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@Wilson58Scott Glad we're on the same page. 🤝Always open to hearing your takes. Followed you,hope you’ll followed back so we can keep the dialogue going!
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@Tyler_A1234 If it was just one Gulf State, maybe, but it's not.
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@Wilson58Scott This is the era of multipolar energy pricing. The dollar has been the world reserve by default for decades but that default is being challenged by every major non western economy at once.
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@AdamScottMiller About a quarter of global seaborne oil still flows through it, and even partial disruption moves prices instantly
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@EndWokeness @AirRyanTX And the Strait of Hormuz has suddenly lost significance in global trade. More specifically, Iran has just watched its future leverage erode even farther.
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@vayakkattil Sometimes what looks like institutional irrelevance is just countries repricing interests on different time horizons
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@EndWokeness UAE’s actions resonate the insignificance of the current situation with global groupings and organisations..
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@sulaimankhn6 Do you see this as a policy signal, or the market just front-running everything again?
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@EndWokeness Is this part of "Iran collapsing" or did Trump confuse the PetroDollar collapsing report for what his rotting brain wanted to hear.
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@liam071964 Even if pumping capacity is tight today, markets don’t wait 2–3 years they reprice expectations immediately
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@EndWokeness The pipeline doesn't have capacity for all UAE exports, the pile may be able but there isn't the pumping capacity. 2 to 3 years to make that happen.
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@EndWokeness We should give the Iran side of the Strait of Hormuz to the UAE.
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@66Baller Oil prices aren’t set by a cartel alone they’re the result of global supply, demand, sanctions, shipping routes, and currency effects
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@EndWokeness @Politicalmom66 Big win for the US; and for the free world. Big loss for Iran, whose oil production will matter less and less to anyone outside of Iran.
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@SamsArmyII You might be right about the perspective. But at the end of the day, price action and global flows do not care about your age or your passport. The math stays the same regardless of where you sit on the map.
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@Tyler_A1234 You're young and from an energy dependent country in Europe. I would expect this response.
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@MikadoKosi Nigeria’s production and regional resources are part of global supply, but pricing is not segmented by origin like that
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@Breaking911 When will nigeria suit in,our Biafra oil,I will suffer Price inflation because of Cartel called OPEC.

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