Oil & Gas Industry // #worldeconomy // #blackswan // #finance // #investment #desktrader
Joined July 2012
- Tweets 45,068
- Following 150
- Followers 5,468
- Likes 49
7,203 Photos and videos
23 Jul 2022
"Байден: потолок цен на российскую нефть удешевит топливо в США"
😂😂😂 Врет как дышит!
Главное СП2 не запускать, чтобы цены на нефтегаз в мире опять не хлопнулись.
При "потолке цен" РФ сократит добычу, дефицит арабы быстро не покроют...
...суперпрофит! (ЕС оплатит😉)
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
15 Jul 2022
US President Joe Biden and Saudi Crown Prince Mohammed bin Salman. A “pariah” he’s not | #OOTT
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
11 Jul 2022
#Euro on course to parity: Common currency just hit a fresh 20y low at $1.0053.
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
8 Jul 2022
Good Morning from Germany where Target2 balance rose by €54bn in Jun due to rising stress in Eurozone w/10y Italy risk spread temporarily jumped >240bps for 1st time since 2020. Target2 claims of Bundesbank on rest of Eurosystem now €1.2tn, meaning substantial risks for Germany
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
6 Jul 2022
BREAKING: German benchmark 1-year forward electricity contract surges to an all-time high above €340 per MWh. At current price levels, German manufacturing is going to crumble.
Last week's @opinion column warning about the crisis: bloomberg.com/opinion/articl… #Germany 🇩🇪🔌🪫
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
5 Jul 2022
We predicted Euro zone recession and Euro going to parity shortly after Russia invaded Ukraine. Yesterday's trade deficit for Germany is a reminder how profound fallout for Germany and Europe will be. The business model of past decades - based on cheap Russian energy - is over...
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
5 Jul 2022
Buying price support in 2022:
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
4 Jul 2022
Germany's growth model has been to import cheap energy from Russia, use that to assemble manufactured goods and export those goods to the rest of the world. While Germany now seeks new energy suppliers, its trade balance and that of the Euro zone will look ugly. That's all...
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
5 Jul 2022
“Oil and gas capital spending fell by over 60% between 2010 and 2020. Investment in the US shales fell by over 70%. Over that entire period, the cumulative reduction in capital spending compared to trend was more than $1 tr.” blog.gorozen.com/blog/runnin…
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5 Jul 2022
☝️
7 Apr 2022
There's a structural problem Germany is waking up to: the competitiveness of its heavy, energy-intensive industry (chemicals, engineering, metals) is based in no small part on cheap Russian gas; take that away, and made-in-Germany may not that different to, ehem, made-in-Spain
1 Jul 2022
Компания Samsung Electronics обьявила о запуске 3-нм технологического процесса с применением транзисторной архитектуры "Gate-All-Around".
TSMC запустит 3-нм чипы в массовое производство только во второй половине текущего года.
Что и когда по этой теме запустят в РФ, непонятно.
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
29 Jun 2022
OPEC Spare Capacity Is Smaller Than Market Expects: Shell CEO
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
29 Jun 2022
COLUMN: Can Saudi Aramco meet its oil output promises and pump 11-12m b/d?
"Regardless of the true potential production number, one thing is clear: the days when Aramco could easily pump more and more barrels are over."
#SaudiArabia #OOTT via @opinion bloomberg.com/opinion/articl…
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28 Jun 2022
✌️😉
28 Jun 2022
35 Trillion Drawdown! Thats what i call a brutal #AssetPriceDeflation
#reversewealtheffectcausingglobalrecession #Disinflation #WhenUturn?
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
28 Jun 2022
All signs are beginning to show that inventory is rising in the housing market and prices have peaked.
A drop in the housing market is the final piece to the puzzle.
It’s time to rip the bandage off and let this economic cycle take its course.
A recession is now inevitable.
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28 Jun 2022
🤘😉
27 Jun 2022
Biden was counting on Arab nations to produce more oil but a few hours ago French President Macron was overheard telling Biden that the United Arab Emirates is at max capacity & the Saudis can’t produce much more. It appears to be a direct appeal to Biden to produce more oil.
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
27 Jun 2022
COLUMN: European manufacturing is crumbling under the weight of sustained high electricity and gas prices.
The months-long crisis that many industrialists penciled into their plans has morphed into a years-long problem. Closures loom | via @opinion bloomberg.com/opinion/articl…
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
27 Jun 2022
Dallas Fed: "We see the environment for the oil industry becoming even worse than the previous months. Biden is promoting a very caustic attitude toward the oil industry, which doesn’t help the country in any way."
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𝗺𝗮𝗿𝗸𝗲𝘁𝗵𝗲𝗹𝗹 retweeted
24 Jun 2022
ICYMI: I took a look at OPEC behind-the-curtains talks for post-August oil output increases. Spoiler: spare production capacity is coming down very, very, very fast | via @opinion #OOTT bloomberg.com/opinion/articl…
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