It's the Game of Loans

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Itll be great to know who is supplying parts to the Qataris…..

Tremendous volatility in oil prices will only reinforce capital discipline with little output growth and more financial engineering via dividends, debt repayment and share buybacks.

Some thoughts & facts on the german coal revolution Germany is heavily dependend on russian energy imports This graphic shows just how bad it is The hard coal imports from Russia were 1,3 Mt in Q1'22 Coal imports to fully stop from 1st August A 🧵(1/6) rferl.org/a/germany-to-s…

Great infographic from S&P Global on Pac-Asia energy crisis

Thoughtful, concise and simple (not easy). Bravo WTIBull - we need more of this type of threads to cut through the noise and go to first principles.

KSA capping out at 13mpbd by 2027. Bullish oil sands, shale and OFS.

Once the stickiness of inflation becomes consensus (as Michael Kao has also pointed out), markets will likely surprise further on the downside. Businesses will have to ramp px into a weakening economy. Those without px power will get suffer. More pain for consumers to come.