
Yet another commodity guy
15.2K posts

Yet another commodity guy
@tleilax___
Commodity Portfolio Manager - Systematic mid-frequency futures & options - Switzerland - Options - Quantitative trading - Data driven




Video of the Bulk Carrier Luni (IMO: 9070711) partially sunken near the strait of Hormuz today.





📷 تصاویر ماهوارهای از نتیجۀ حملات اخیر ایران به پایگاههای آمریکا



Les 4 sont là, c'est vraiment impressionnant à voir


Check out the satellite feeds on the Ras Laffan thermal footprint. The complex is rated for a 77 mtpa nameplate, but the data from July 7th and July 12th shows thermal signals lighting up 6 trains—putting active online liquefaction at a measly 34.7 mtpa. The remaining 8 trains are showing zero thermal heat. Plus, we already know RasGas Trains 4 and 6 are total write-offs for the foreseeable future after taking those direct missile hits back in March—the street's saying it’s a multi-year repair job. Just to map out the macro tape, ever since the geopolitical friction boiled over on July 11th, not a single LNG carrier has managed to push through the SoH. #oott #iran






