@JoshYoung @SergioChapa I heard the whole turbine might be replaced, the whole 450 tons of structure and as we all now, if there’s something missing today and we don’t have enough - it’s gas turbines
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Nutsi
4.1K posts
Nutsi
@nuttsbyname
I know nothing about everything, just ask and try me
Katılım Mayıs 2012
878 Takip Edilen142 Takipçiler
@nuttsbyname I don't know. I chatted with @SergioChapa about this when we met up a few weeks ago. I wonder if he has an updated view.
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Solid point from Josh (who often gets lambasted for being an oil permabull) on refinery and export facility damages:
Josh Young@JoshYoung
There are reasons to be bullish oil here. But long repair times for refineries and export facilities may be exaggerated.
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@JoshYoung @TexasOncologist What are your thoughts on the timeline here? Months? Years?
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@TexasOncologist The big open question in my view is the LNG export facility in Qatar. That repair could take a while.
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New post up on the blog... link in bio or click below.
The North Star vs. Liquidity: Revisiting Nash During the 'Ceasefire'
hope you get something out of it...
substackfwd.xyz/?url=https://p…
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@PauloMacro And…
Less LNG production
Less refining capacity
Less petrochemical capacity
Less Aluminum
Higher bond yields
Less liquidity
So…
Nasdaq limit up, yes? :)
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Except 180mm bbls deeper in the hole
Buy stocks though because Positioning bro
JH@CRUDEOIL231
Iran's control over the Strait of Hormuz, acceptance of uranium enrichment, lifting of all sanctions, and reparations for Iran... We'll be right back where we started in two weeks...
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It's almost too perfect... +0.7%😜
Financelot@FinanceLancelot
That's one ginormous TACO candlestick! It puts March 2025 to shame. There's a peace deal until Friday April 10th then bombs away🤫
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@StealthQE4 I have plans later and they just take their time….. so disrespectful
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Nutsi retweetledi
🇮🇷 Iran's Revolutionary Guards just rejected any connection to the drone strikes on Kuwait.
"We deny any connection to the launch of missiles to the Gulf countries, and these are missiles launched from Azerbaijan."
The timing couldn't be more explosive.
Source: Al Jazeera
Mario Nawfal@MarioNawfal
🇱🇧🇺🇸🇮🇱 Lebanese officials say they haven’t even been invited to the planned Washington meeting next week! Axios is claiming there is a meeting, now they are saying there isn't... I have a feeling there will be a meeting, but it will remain under wraps, as that could cause significant backlash especially for the Lebanese Government. This meeting would be HISTORIC and could be game changing! Source: CNN
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@MarioNawfal Cut by 600 not to 600. This X account is worthless at best.
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$INTL | Intel Wins Google Commitment To Use Xeon Chips In Data Centers
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@nuttsbyname oh nothing, just Saudi Aramco’s largest oil processing and crude stabilization facility with nameplate processing capacity of 7mmbpd ... you know... the largest single crude processing center in the world.
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There's a 310MW fire at Abqaiq right now - nbd
(and before you say gas flares, those run 10-20MW)
Nbd...
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@MarioNawfal So much BS.
Most Israelis speak at least two languages. You have absolutely no idea what you’re talking about.
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🚨🇮🇱 WHY ISRAELIS SUPPORT THIS WAR.
Former Speaker of the Knesset Avrum Burg explains the psychology from the inside.
Every morning for decades the news opens the same way.
"We killed. We demolished. We attacked. We were attacked.
Most Israelis only speak Hebrew. Every outside perspective is filtered through government-aligned media. No other reality exists."
And underneath all of it 2000 years of persecution embedded in the national memory.
"Every enemy is a Hitler. Every adversary is an existential threat."
Mario Nawfal@MarioNawfal
🚨🇮🇱 NETANYAHU LOOKS POWERFUL. HE IS A PUPPET. Former Speaker of the Knesset Avrum Burg is warning the world about his own government. Gaza. West Bank. Southern Lebanon. Syria. Iran. Every operation asks the same question is this the biblical dream of Greater Israel being implemented piece by piece? "We didn't win in Gaza. We don't win in the West Bank. We won't win against Hezbollah this way in Lebanon." And yet the playbook never changes. Smotrich and Ben-Gvir are driven by messianic ideology. They are pulling the strings. "As impressive and charismatic as Netanyahu sounds he is a puppet in their hands. They abducted him."
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How has the world forgotten?
Will the same happen to South Lebanon?
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@BojanYVR @FinEconGlobal You need to differentiate between oil and gas production inf. and power inf. no power -> no water.
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@FinEconGlobal @nuttsbyname How much reliance on O&G for the water plants? Can they still power them with all that energy capacity gone?
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@FinEconGlobal Im with you on this, if we assume they are “rational players”, I’m not sure either side should be considered as such. Red lines keep getting crossed and eventually we will discover there were no “red lines”
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