𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹

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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹

𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹

@markethell

Oil & Gas Industry // #worldeconomy // #blackswan // #finance // #investment #desktrader

[email protected] Katılım Temmuz 2012
150 Takip Edilen5.5K Takipçiler
𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹
𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹@markethell·
@artnmoney "США предоставили России «комфортные письма» для обеспечения экспорта удобрений" То же самое увидите и по нефтегазу, через полгода или год, только закрытые скважины будет сложно реанимировать... То есть, все будет значительно дороже.
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ЮА@artnmoney·
@markethell сократит добычу? а питаться на что?
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹
𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹@markethell·
"Байден: потолок цен на российскую нефть удешевит топливо в США" 😂😂😂 Врет как дышит! Главное СП2 не запускать, чтобы цены на нефтегаз в мире опять не хлопнулись. При "потолке цен" РФ сократит добычу, дефицит арабы быстро не покроют... ...суперпрофит! (ЕС оплатит😉)
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Javier Blas
Javier Blas@JavierBlas·
US President Joe Biden and Saudi Crown Prince Mohammed bin Salman. A “pariah” he’s not | #OOTT
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Holger Zschaepitz
Holger Zschaepitz@Schuldensuehner·
#Euro on course to parity: Common currency just hit a fresh 20y low at $1.0053.
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Magnus123
Magnus123@Magnus12316·
Read comments here from utility company Steag about coal. Stockpiles are very low and europe will need HUGE anounts of coal. $AHQ $BTU $CEIX $WHC $NHC www1.wdr.de/nachrichten/ko…
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Holger Zschaepitz
Holger Zschaepitz@Schuldensuehner·
Good Morning from Germany where Target2 balance rose by €54bn in Jun due to rising stress in Eurozone w/10y Italy risk spread temporarily jumped >240bps for 1st time since 2020. Target2 claims of Bundesbank on rest of Eurosystem now €1.2tn, meaning substantial risks for Germany
Holger Zschaepitz tweet media
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Javier Blas
Javier Blas@JavierBlas·
BREAKING: German benchmark 1-year forward electricity contract surges to an all-time high above €340 per MWh. At current price levels, German manufacturing is going to crumble. Last week's @opinion column warning about the crisis: #xj4y7vzkg" target="_blank" rel="nofollow noopener">bloomberg.com/opinion/articl… #Germany 🇩🇪🔌🪫
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Robin Brooks
Robin Brooks@robin_j_brooks·
We predicted Euro zone recession and Euro going to parity shortly after Russia invaded Ukraine. Yesterday's trade deficit for Germany is a reminder how profound fallout for Germany and Europe will be. The business model of past decades - based on cheap Russian energy - is over...
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Steve Burns
Steve Burns@SJosephBurns·
Buying price support in 2022:
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Robin Brooks
Robin Brooks@robin_j_brooks·
Germany's growth model has been to import cheap energy from Russia, use that to assemble manufactured goods and export those goods to the rest of the world. While Germany now seeks new energy suppliers, its trade balance and that of the Euro zone will look ugly. That's all...
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Martin Pelletier
Martin Pelletier@MPelletierCIO·
“Oil and gas capital spending fell by over 60% between 2010 and 2020. Investment in the US shales fell by over 70%. Over that entire period, the cumulative reduction in capital spending compared to trend was more than $1 tr.” blog.gorozen.com/blog/running-o…
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹
𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹@markethell·
Компания Samsung Electronics обьявила о запуске 3-нм технологического процесса с применением транзисторной архитектуры "Gate-All-Around". TSMC запустит 3-нм чипы в массовое производство только во второй половине текущего года. Что и когда по этой теме запустят в РФ, непонятно.
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Javier Blas
Javier Blas@JavierBlas·
OPEC Spare Capacity Is Smaller Than Market Expects: Shell CEO
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Javier Blas
Javier Blas@JavierBlas·
COLUMN: Can Saudi Aramco meet its oil output promises and pump 11-12m b/d? "Regardless of the true potential production number, one thing is clear: the days when Aramco could easily pump more and more barrels are over." #SaudiArabia #OOTT via @opinion bloomberg.com/opinion/articl…
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
All signs are beginning to show that inventory is rising in the housing market and prices have peaked. A drop in the housing market is the final piece to the puzzle. It’s time to rip the bandage off and let this economic cycle take its course. A recession is now inevitable.
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
Javier Blas
Javier Blas@JavierBlas·
COLUMN: European manufacturing is crumbling under the weight of sustained high electricity and gas prices. The months-long crisis that many industrialists penciled into their plans has morphed into a years-long problem. Closures loom | via @opinion bloomberg.com/opinion/articl…
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweetledi
zerohedge
zerohedge@zerohedge·
Dallas Fed: "We see the environment for the oil industry becoming even worse than the previous months. Biden is promoting a very caustic attitude toward the oil industry, which doesn’t help the country in any way."
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Keşfet

@artnmoney @opinion @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA