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🤣nailed it!

According to the Federal Reserve Bank of Dallas, firms need $65/barrel on average do profitably drill. The breakeven for shallow waters is much lower... #oil #offshore

US Energy Secretary Wright: I’m not going to talk about the specific methodology of how we stop Iran oil exports, but we can turn the screws on Iran 100%

With all this $TLT and tariff chaos, few seem to still be paying attention to Iran and the broader Middle East.

100%

And so the great PE unwind gains momentum. This will be a multi-year process and the impact on employment in the big startup hubs will be felt hard. Make down rounds and write-offs great again!

The multi-year #NATGAS setup has been a good one. Required patience since 2020 but the returns are worth it. As we head toward continued tightness, the equities should have a nice second run.

This One Decision Is Costing America Up To $10 Billion A Year New numbers. Old mistakes. And a race the U.S. hasn’t even shown up to. My latest for Forbes x Forbes Investing ft Todd Harrison The GreenWave Glass House Brands Inc.'s Graham Farrar Clever Leaves forbes.com/sites/javierha…

OPEC spare cap has hung over the market since pandemic. With nearly half of "spare capacity" being brought back online, the headline = less potential oil to "flood" the mkt, as US shale ↘️ and capex is set to fall. Beneficiaries = offshore $BORR $TDW $RIG hfir.com/p/public-opec-…

California doing what California does best.

While I like $SBSW, Amplats is going to be de-merged from $AAL end of month which few are discussing.

Colombian 2026 presidential frontrunner proposing government-subsidized children's savings accounts which would be invested in the Colombian stock exchange. I like large capital flows into tiny markets. Colombian stocks gonna rocket a year from now. $gxg

with yield...#Tzero