Depreciation of the Rupee as oil & LNG prices rise is a problem for India. India needs an expansionary fiscal and monetary policy that mitigates the effect of increased energy prices, otherwise, the problem will become a crisis, Blaming others will solve nothing, #India #OOTT

With $100 call options coming in-the-money, bullish traders are going to make a killing. Look at Brent Jun22 $100 calls, surging to $7 a barrel, up from just 9 cents little more than a year ago | #OOTT I wrote about it for bopinion last month bloomberg.com/opinion/articl…

"ESG investing and the quest for carbon zero...has starved the oil & gas sector of funding &...engineered a new bull market in energy." topdowncharts.substack.com/p/chart-of-the… #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

It is embarrassing to be going to Venezuela to try to somehow help with this #Russia situation Instead of going to Houston or Dallas Shocking and shameful political and #energy policy calculus #OOTT #ONGT #Opec

Here is a potential risk in running mining operations in many countries #mining #EV #EnergyTransition mining.com/chile-a-step-c…

Energy security 'should have never left' the world's frontburner, ConocoPhillips CEO says bit.ly/3KxNeDL

Goldman Sachs: Oil Prices To Average $135 Per Barrel This Year | OilPrice.com the oilprice.com/Latest-Energy-…

Remember the managed blackouts last year that halted activities in major cities? They did bring coal and natural gas prices down. Got it? ‘The Whole City Was Dark’: China Rations Electricity for Millions nytimes.com/2020/12/21/wor…

WTI @ ~$95/bbl Futures Speculators - Thank you and good bye? #OOTT #Oil PS: Bulls don’t worry, will rise back at steady pace because physical fundamentals are with us! Only few more months….

COMMODITY TRADING: Vitol, the world's top independent oil trading house, has published its annual statement. The main bits are reproduced below (my own highlights). Personal comment: all of the words "situation" doesn't even come close to describe the Russian invasion of Ukraine

#Energy fantasies will continue to be spread until energy reality forces a painful and deadly result large enough to finally get the attention of the people. The recovery from fantasy will be very expensive and painful.

This is the tweet of the day.. Banking is a business that only cares about money. Bankers now voted to invest in #o&g, with this I conclude the end of dreaded #o&g #down turn. #commodities, #energy crisis, #sustainable energy transition newrepublic-com.cdn.ampproject.org/c/s/newrepubli…

🔴The non-sense of ignoring current crises! What is the guidepost? Are people around the world better off dying from hunger or killing each other over food or fuel in the coming months? Is the world better off now with political turmoil around the world? theguardian.com/environment/20…

7 steps to rebooting and restarting your life buff.ly/3tWLkFM

bloomberg.com/news/articles/… #renewable #EFT #layoffs

why #Buffet likes #Oil. “you will be producing more #Oil 5 yrs from now or about the same and if you spent trillions $ now you’d still be needing it. you can’t change the world that fast” says Buffet to ⁦Joe Kernen⁩ ask on potential $20T spend on #EnergyTransition. #OOTY

Oil prices & Geopolitical events

Any Midland folks aware of any cored well north of Barstow, just east of the Pecos River? I’d appreciate if you could share any info!

The IEA is projecting an oil glut almost 2× larger than during the lockdown. Their basis: - “Surging” US production - OPEC+ “flooding” the market - “Weak” demand Let’s break this down: (Thread)

I posted in early 2025 $dxy Josh Young oil already started ticking up and long way to go!!