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(((David Gaffen))) ๐บ๐ธ
davidgaffen
WEDNESDAY MORNING IN ENERGY: Because someone around here has to still talk about oil, right? #OOTT #EFT #EnergyFinTwit #OPEC #shale So the interesting thing that's going on is actually over
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harry benham
harrybenham_1
We are all busy, so will compress the new BP review of world energy into three key charts. Here is No1 - primary energy demand up 1.3% (below 10yr trend):
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Tim Latimer
TimMLatimer
1/In 2020, peak demand for oil has become a hot topic. Estimates range from a peak in 2040s to the peak having already passed. But the Trillion $$ Energy Transition
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olive | ๐๐ค๐๐ญ๐ ๐จ๐๐๐ฎ๐ฅ๐ญ๐ข๐ฌ๐ญ
anti_antiblk
Just thinking about the why's and dynamics of the U.S. in Mozambique. Bc the U.S. govt. and it's coordinating capitalist powers are not charitable, and frankly don't actually give a
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Michael B Murphy QC
monctonSJlawyer
On to the future. When the USA falters they out do the world, like the spread of coronavirus and reactions to it. When the USA recovers, from anything, they out
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Dirk Schwenk (Esq) ๐ต
DirkSchwenk
Let me begin in 2012. In that year Obama/Biden announced an "all of the above" policy on energy. The US would frack like mofos, build solar and wind, increase efficiency,
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Dirk Schwenk (Esq) ๐ต
DirkSchwenk
What is your favorite thing Biden has done so far? All your responses inspired me to dig a bit deeper into the goodness Biden has been up tohttps://twitter.com/DirkSchwenk/status/1355358538814676992?s=20 My next
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The Breakdown
TheBreakdownAB
So @jkenney got to live out one of his dreams and make an appearance on Fox News today. Seems heโs super upset about the Saudis again.But hereโs the thing.../1#abpoli #ableg
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It takes two to contango
2Contango
THREAD #scrappingAs tanker owners bide their time, eschewing scrapping and slow steaming may prolong market woes. As a rule of thumb, tanker owners generally need to reduce vessel speed and
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Shales From The Crypt
ViscosityRedux
Itโs all the same tradeUS $A top down look with thoughts on implications for Energy Some context โ the USD smile theoryThe USD holds both domestic and intโl elements driving
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Maureen Moore, M.A.
HopesMom12
This is a thread about the economy, and what economists are predicting. /1 You-know-what hits the fan around Dec 2022. The cycles ... point to the lowest stock market of
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Karen Young
ProfessorKaren
Personal income tax implementation in Oman would be a game-changer for the region. https://www.bloomberg.com/news/articles/2020-11-02/oman-to-implement-unprecedented-measures-to-curb-budget-deficit?srnd=premium-middle-east&sref=euelgVQS
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Miss Cellaneous
MissCellaneou16
'Yemeni civilians found themselves trapped between the fighting and Yemeni officials whose primary objectives appeared to be to remain in power at any cost.'#TrimetricPrinciplesOfSerenity 'I was old enough to recall
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Robert Young Pelton
RYP__
Erik Prince is hiring people for his UAE funded "find fix and finish" network and "Wagner" is also consolidating their footprint in Africa and the Middle East. You would think
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Mukund Mohan
mukund
ARK summary from @CathieDWood https://www.youtube.com/watch?v=MzPzz24UN3c1. Equity markets broadening out (more stocks hitting highs)2. Expect strong V shaped recovery3. Expects earnings explosionNotes: M2 up 26% YoY- unprecedented Notes:2.
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Zack Davisson
ZackDavisson
More Gen X navel-gazing. We were raised on the idea that 1) We were all going to die in a nuclear fireball. 2) Should that not happen, whatever future we
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