EDF Hobbies

24.2K posts

EDF Hobbies

EDF Hobbies

@DBatDad

Присоединился Şubat 2022
838 Подписки362 Подписчики
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says a 10-day ceasefire between Lebanon and Israel will begin at 5 PM ET today.
The Kobeissi Letter tweet media
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EDF Hobbies
EDF Hobbies@DBatDad·
@KobeissiLetter Now do Hezbolah the people Israel were bombing in the first place
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Ambrose Pike
Ambrose Pike@ambrose_pike·
@DonMiami3 Diminishing marginal returns on presidential gaslighting.
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Don Johnson
Don Johnson@DonMiami3·
Trump posts are starting to have less of an impact across the commod-sphere Of note
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EDF Hobbies
EDF Hobbies@DBatDad·
@adamscochran Brent ICE isn't following the movement It does look like Platt Brent (spot) is moving down from highs of the month to prolly to meet Brent ICE around 110 - 130 End of April will have been 2 months into a 4 - 5 month demand destruction path, before then big prices and big hurt
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Adam Cochran (adamscochran.eth)
At 11:15am, after grinding up, there was a large pop of volume in the cash market of the S&P 500. It wasn't mirrored by moves in the futures or options. 25 minutes later Trump announces the Israel<>Lebanon ceasefire. After an initial spike the market begins to sell off. Unmatched corruption.
Adam Cochran (adamscochran.eth) tweet media
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EDF Hobbies
EDF Hobbies@DBatDad·
@KobeissiLetter Now do Hezbolah. The Epstein File controlled M$M bosses will amplify this as a win for The Pedophile even though it misses the people Israel is fighting in the first place!!
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says he is inviting Lebanon’s President Aoun and Israel’s Prime Minister Netanyahu to the White House for the first talks between Israel and Lebanon since 1983.
The Kobeissi Letter tweet media
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EDF Hobbies
EDF Hobbies@DBatDad·
@GasBuddyGuy Those spot prices gonna catch up, there's been no material movement from 10 mbpd missing from global market. Demand destruction took 5 months in 79 to happen at 5 mbpd.
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Patrick De Haan
Patrick De Haan@GasBuddyGuy·
45 of the nation's 50 states are seeing average diesel prices lower today than a week ago. biggest movers: NM -19c/gal AZ -17c/gal MD -15c/gal FL -15c/gal DE -14c/gal TX -13c/gal NC -11c/gal SC -11c/gal NV -11c/gal OK -11c/gal
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EDF Hobbies
EDF Hobbies@DBatDad·
@JoshYoung End of April should be some level of reckoning if it hasn't already started
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EDF Hobbies
EDF Hobbies@DBatDad·
@GasBuddyGuy "in light of disruptions through the Strait" US is exporting ~ .5 to .9 **NET** per day extra right now That's not a massive supplier in light of SoH, that's a blip at best. Some of that should be going to US SPR right now and it's being sold off at premium prices
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Russian Market
Russian Market@runews·
Who do you support, Trump or the Pope? AI video
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EDF Hobbies
EDF Hobbies@DBatDad·
@WillemsenRyan @RecessionAlert RIGHT !! Or oil that SHOULD be going to SPR we're selling on open market for a net 1mbpd relief in the 10 mbpd avg deficit
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rip
rip@WillemsenRyan·
@RecessionAlert USA is draining the spr to pull this off it won’t last
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RecessionALERT
RecessionALERT@RecessionAlert·
🇺🇸EIA reports record US crude exports of 5.2M bpd. Impressive — until you read the ceiling. Pre-war baseline: 4M bpd. Hard terminal cap: 6M bpd. Maximum US surge above prior flows: 2M bpd. We've already deployed 1.2M of it. Under 800K headroom left. 🇻🇪Add Venezuela — hard-capped at ~1.4M bpd by decades of infrastructure neglect. 🇨🇦Add Canada — hard-capped at ~1.2M bpd uncommitted through its Pacific terminal. 🌎Total Americas stopgap: 2.8M bpd. All three running near their physical ceilings. 🇮🇷The Hormuz supply gap: 9M bpd. The entire Western Hemisphere at maximum effort covers less than a third of the Hormuz hole. All the math here : recessionalert.com/record-produce…
RecessionALERT tweet media
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EDF Hobbies
EDF Hobbies@DBatDad·
@HormuzLetter Sooooo, oil locked up till when ever. US oil sales can't make up the 10 mbpd deficit
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: After meeting with Pakistan's Army Chief Munir and his delegation in Tehran yesterday through today, Iran has said new talks with the US would be "of no benefit without a framework first," emphasizing the US "must fulfill commitments" and drop its "excessive demands," per Tasnim.
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Trump War Room
Trump War Room@TrumpWarRoom·
🚨 NEW: Philadelphia Fed Manufacturing Index just CRUSHED estimates! CNBC: "That’s two and a half times what we expected!" American manufacturing is ON FIRE! 🔥🇺🇸
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Anonymous
Anonymous@YourAnonNews·
Downed US pilot interviewed by Fox News
Anonymous tweet media
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Polymarket
Polymarket@Polymarket·
BREAKING: Iran emphasizes the U.S. must drop its “excessive demands” if peace talks are to proceed.
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Mr.Warrenwarren
Mr.Warrenwarren@MrWarrenwarren·
@Polymarket They just keep digging a deeper hole for themselves. They are in zero position to make any kind of demand.
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Aaron Rupar
Aaron Rupar@atrupar·
Caine: "Let me be clear -- this blockade applies to all ships, regardless of nationality, heading into or from Iranian ports. Enforcement will occur inside Iran's territorial seas and in international waters."
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: The US is expanding its Iran blockade worldwide, no longer limited to Iranian ports, with Naval Forces Central Command saying US sanctioned vessels and those suspected of carrying banned goods are now "subject to visit, board, search, and seizure" regardless of location, per WSJ. Petroleum products and lubricants have been classified as seizable "conditional contraband" due to their role in Iran's war-sustaining economy.
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