EDF Hobbies
24.2K posts


@letgoofmyfannie @KobeissiLetter Markets price probability, not certainty
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@KobeissiLetter Now do Hezbolah the people Israel were bombing in the first place
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@ambrose_pike @DonMiami3 US Epstein controlled M$M bosses will amplify whatever he says to add to confusion though
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@DonMiami3 Diminishing marginal returns on presidential gaslighting.
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@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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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.

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@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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@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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@JoshYoung End of April should be some level of reckoning if it hasn't already started
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OPEC oil exports have collapsed. OECD oil inventories seem likely to follow. This could be the catalyst for much higher oil prices.
Bison Insights@BisonInsights
Oil prices vs inventories
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@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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export, baby, export. the US is a massive supplier to the global market in light of disruptions through the Strait
Patrick De Haan@GasBuddyGuy
EIA: ***U.S. oil and refined products exports have reached a new record*** A total 89 million barrels exported in the last week, including: 36.58 million barrels of oil 19.46 million barrels of gasoline, distillates and jet fuel
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@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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@RecessionAlert USA is draining the spr to pull this off it won’t last
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🇺🇸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…

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@HormuzLetter Sooooo, oil locked up till when ever.
US oil sales can't make up the 10 mbpd deficit
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@Polymarket Excessive demands will continue while Irans economy craters.
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@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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@ShadowBannedUSA @Hannibal9972485 @Polymarket Higher gas prices cause US oil execs aren't going to sell to US at the 60 pb price.
Damn man ...
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@Hannibal9972485 @Polymarket This is what I voted for.
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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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