perryns

API inventory Moves 04/28/2026 Crude -1.79 million (exp. +300,000) Gasoline -8.47 million Distillates -2.6 million Cushing -820,000 SPR -7.1 million #oott #crudeoil #api #gasoline

Goldman Sachs scenarios pushes price expectations upwards

Ukrainian long-range drones struck Russia’s 4th-largest oil refinery a few hours ago, setting it on fire. The YANOS refinery in Yaroslav is located 800 km from the frontlines and provides Russia with 6% of its total refining capacity on 500 000 barrels per day. @visegrad24

3/21: “Iran has 48 hours to make a deal!” 3/23: “Iran has 5 days to make a deal!” 3/26: “Iran has 10 days to make a deal!” 4/7: “Iran has 2 weeks to make a deal!” 4/21: “Iran has until Sunday to make a deal!” 4/25: “…uh they’ll call us at some point”

Iran’s Foreign Minister Araghchi's talks with Pakistani officials ended without any breakthroughs - official Pakistani sources

@JavierBlas Published in Jan 2026 3,3% (for 2026) Published in Apr 2026 3,1% (for 2026)

If Hormuz blockade continues, all would change. But perspective matters. See the IMF global economic growth forecast: Published in Apr 2025: 3.0% (for 2026) Published in Apr 2026: 3.1% (for 2026) Current IMF 2026 forecast is **higher** than its estimate published a year ago.

Report of a tanker seized offshore Somalia

LNG freight just went vertical: Atlantic +$116,500 → $278,250/day Pacific +$108,750 → $207,500/day One of the biggest day-on-day jumps ever.

Eoin, new CEO of AlphaMoon $AFM.V, with some bangers in this interview every shareholder should read miningmx.com/news/base-meta…

Stocks at all-time highs! War — bullish Inflation — bullish Sticky inflation — bullish Record valuations — bullish Rate cuts delayed — bullish Higher-for-longer — bullish Yield curve distorted — bullish Deficits exploding — bullish Debt at records — bullish Treasury supply surge — bullish Central bank trapped — bullish Earnings revisions down — bullish Margins compressing — bullish Consumer slowing — bullish Credit card delinquencies rising — bullish Commercial real estate stress — bullish Geopolitical tension — bullish Supply chains shifting — bullish Energy volatility — bullish AI disruption — bullish AI overspending — bullish Bad news is good news. Good news is even better. Liquidity over logic. Momentum over meaning. Don’t ask why—just ask how much higher.

@DeItaone 20 minutes before that oil started to crack. #SSDD #OOTT

SUPPLY MISSES TO THE DOWNSIDE... $FCX

With safety buffers having now been exhausted, onshore inventories are just beginning to plunge. It is inevitable that inventories will reach all-time lows...the question now is just how low they will go. Reality check incoming!

Cada año, un buen número de inversores con IBKR devuelve a Hacienda dinero que tenían derecho a recuperar. No por fraude. Por no saber exactamente dónde mirar. Te hago la hoja de ruta para la Renta 2025. 🔽

"THE WAR OF WORRY" - Free post, enjoy 🌳🙏 shrubstack.com/p/the-war-of-w…

@ConquistaStonks @CapitalFaktory Para estados unidos la situación es muy distinta q en el 73. Piensa que mientras en algunos lugares del sureste asiático el crudo cotiza casi a 200$ en USA hay regiones que no llegan a 80$ el mercado físico

@CapitalFaktory Hay que ver cuanto oil realmente está saliendo, hay mucho ruido por todos lados, pero la bajada de exportación ya es mayor que en el 73 (en apariencia) y no se va a recuperar a los niveles normales si todo va bien, hasta dentro de meses.

Mucha subida y tal pero el petroleo sigue en +100$. Me sorprende que el mercado esté tan despreocupado

Preliminary Apr Seaborne imports. Look who's carrying the burden so you can get Brent at $100

API Inventory Moves 04/21/26 Crude -4.4 million (exp. -1.0 million) Gasoline -5.165 million Distillates -4.59 million Cushing +678,000 #SPR -4.2 million #oott #crudeoil #API

Russia to cut oil production in April by 300-400,000 barrels per day due to Ukrainian drone attacks, the largest cut since the COVID pandemic - Reuters

Ceasefire is coming to an end (in fact there was never one as advertised - Hormuz was closed). Stock market is 10% higher. But we lost additional ~200m barrels of Oil. Awesome con job.