Mark your calendar Sunday, we are delighted to have a fantastic group to discuss current events in Resources Matt Warder Colin Richardson Yellow Lab Life Capital Mark Rossano Chris Berry Andrew Cosgrove Willis Thomas Nikos Bitsaxis Jimmy War The Commodities Guy Now You Know Andrew Whitelaw x.com/i/spaces/1DXxy…

Wow, what a great group today to chat with - Big thanks to @MassifCap Matt Warder Yellow Lab Life Capital Andrew Cosgrove Jimmy War Alexander Stahel 🌻 𝑺𝒘𝒊𝒕𝒕𝒆𝒓™️ The Commodities Guy Willis Thomas Chris Berry for making this call happen and a joy to listen to :) x.com/i/spaces/1DXxy…

Friends tell me Blackstone already walked out on Trafi. Capital and LOCs is exceedingly hard to come by in this space and part of the reason you saw oil pricing blow out to $130 and then collapse back below $100. A thread 1/n

I was called in to explain this phenomenon to our CEO and CFO. Excellent take on the current construct in crude. I made an analogy of the lack of liquidity was like air being let out of a balloon. $20 flash crash and 25k contracts traded. Gonna remain a gap fest near term

Interested in the Biden Admin's Strategic Petroleum Reserve release? You know, the largest one in history by far? You should subscribe to Commodity Context so you don't miss my thoughts (tomorrow 🤞🏻) on how to tell if it's good or bad policy: commoditycontext.substack.com

A little Saturday reading for the ppr arb folks. Big ups to OIES for this relevant and timely positioning paper. Middie is on its way to becoming one of the swing bbls that balance the globe a9w7k6q9.stackpathcdn.com/wpcms/wp-conte…

Took the day off and the kids to the zoo. My junior trader round turned $150k and has another $50k in curve shift on an inside day. #proudmentor

victory

I'm delighted to share what might be next for SPR in light of its recent developments (netting against mandated sales, pilot buybacks, new regs, etc.) Thanks to OIES for creating this podcast. #OOTT #oil #EnergyCrisis oxfordenergy.org/publications/o…

When ppl ask me how SMU is going to do in the ACC

seeing some things under the hood indicating exhaustion, careful out there #oilbullz #oott

Legendary moment. Congrats Not Jerome Powell

Low-key truth bomb

Agree got runs and exports a bit higher

Ppl pedaling shitcoins in dm’s are oil experts here