Dan Tsubouchi @Energy_Tidbits
Chief Market Strategist, SAF Group, Energy Tidbits memo/blogs at https://t.co/x88dIP6FXc. On LinkedIn https://t.co/Aq25TlmN2g… safgroup.ca Calgary, Alberta Joined August 2018-
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Back to negative indicator for China. Net monthly foreign direct investment back to net negative flows in Mar, after positive net flows in Jan/Feb that followed negative in Nov/Dec. Mar: -$0.9b Feb: $5.3b Jan: $3.9b Dec: -$0.8b Nov: -$2.0b Thx @business #OOTT
Maersk new Advisory. Houthis "risk zones has expanded and attacks are reaching further offshore. This has forced our vessels to lengthen their journey further" Houthis attacking far into Indian Ocean ie. 300-400 nm south of Yemen. #OOTT
Maersk new Advisory. Houthis "risk zones has expanded and attacks are reaching further offshore. This has forced our vessels to lengthen their journey further" Houthis attacking far into Indian Ocean ie. 300-400 nm south of Yemen. #OOTT https://t.co/GQcBLfeRR0
Devon 2024 US oil production to peak in Q2. Front-loaded completions means "2nd quarter, we've guided to with a little bit of additional growth. 3rd and 4th, we'll see a little bit of a rollover on the back of lower completions activity". #OOTT
Israel says Hamas ceasefire offer doesn't meet key demands, Rafah op moving forward timesofisrael.com/liveblog-may-6…
Israeli media "TV report: Israeli officials say not the same proposal they agreed to with Egyptian mediators 10 days ago" " "new clauses, among other issues, relate to the cardinal questions of if, how and when the war would end, and what kind of guarantees are being offered…
Buffett: higher taxes are coming! “with the present fiscal policies i think that something has to give & i think that higher taxes are quite likely and if the govt wants to take a greater share of your income, mine or berkahire’s, they dan do it” thx @BeckyQuick #OOTT
Seems like Shell CEO Sawan was describing LNG Canada 1.8 bcf/d Phase 2. Q1 Q&A today, Sawan's LNG growth focus on organic, low carbon intensity, attractive, grow its #LNG portfolio, etc. Sounds like Sawan's 👇07/28/23 Q2/23 Q&A description of LNG Canada incl Phase 2. #OOTT
Time to buy a Generac in western US states. 👇warning from Berkshire Greg Abel on dramatic change in operating assets. Old: fundamental goal keep the power on. New: Situations where prioritize de-energizing the assets ie. if a wildfire encroaching, turn off systems. #OOTT
SAF Group May 5, 2024 Energy Tidbits memo is posted on news/insights section of SAF Group website. this 73-pg energy research memo expands upon & covers more items than tweeted this week. #Oil #OOTT #LNG #NatGas #EnergyTransition #EVs safgroup.ca/news-insights/
Breaking! Still critical differences between Israel & Hamas Netanyahu "Israel will not agree to Hamas’s demands, which mean surrender, and will continue the fighting until all its goals are achieved". And Hamas "remains entrenched in its positions.” Thx @Lazar_Berman #OOTT
1st 45 min of trading, Brent +$041 to $83.37. Last week, Brent sank on momentum for Hamas/Isreael deal. So still down ~$6 from Apr 26 close of $89.33. #OOTT
1st 45 min of trading, Brent +$041 to $83.37. Last week, Brent sank on momentum for Hamas/Isreael deal. So still down ~$6 from Apr 26 close of $89.33. #OOTT https://t.co/azzUO3ixi5
1st pga win for 🇨🇦 @TaylorPendrith!!!!
Josh Young @Josh_Young_1
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9K Followers 3K Following Corporate Comms @Suncor. Formerly Western Bureau Chief for @BNNBloomberg / @CTVNews as well as @CBCNews and @CityNewsTO.@Energy_Tidbits I need to pack 2 weeks carry on soon- your making it even more difficult
Listen Now: Daily Energy Markets Podcast - May 3 Click & Subscribe 👇 Spotify: tinyurl.com/ydwfhcse Apple Podcast: tinyurl.com/3zxtyu3j SoundCloud: tinyurl.com/53n4xau2 #markets #oilandgas #OOTT @AldoFloresQ @Vibhuti_D_Garg @StanChartMENAP
How might India's post-election energy demand surge impact global oil markets and pricing dynamics? @Vibhuti_D_Garg, Director - South Asia, @ieefa_institute Click the link to view the full podcast: tinyurl.com/5xzbd7t4
@stupidcrapemail @Energy_Tidbits @lkassai @business That is a happy thought.
@Energy_Tidbits Comments from $XOM & $CVX tomorrow will be key for Permian. On last calls they both expected more activity in 2H.
@Energy_Tidbits @iamsharoncho guess we're never going to lose the dirtier handle 😀
@MC_Mike411 @Energy_Tidbits @business Gasoil is good, just get Singapore gasoline cracks and you are golden 👍
@Energy_Tidbits @trafigura Fews yrs ago remember seeing all these post on India Ev future and was always hilarious cause they only had like 200 chargers in whole country - they have more now but practically zero in comparison to population- folks forget The ICE infrastructure is 100 yrs in making
@Energy_Tidbits Man they can be vicious if they are walking thier young across my running path - extremely protective like most everything of the young - intense to see thou
@Energy_Tidbits "the company said it will re-time to 2027 from 2025." Re-time. Don't you love corpspeak...
Fun facts about Gold. #Gold just hit $2,200 for 1st time ever around 6:15pm ET Gold +16% since Sept 26, 2023 when Costco confirmed it was selling gold to members.
#oil #natgas "essentially no DUC well inventory at all [in Bakken]" 🔥 I like those words 😊
Bakken fits 👇03/07 post, cranked up rigs/completions for higher 2023 production ahead of sale processes so lower growth in 2024. "we just really have essentially no DUC well inventory at all" North Dakota's Helms DUCs now 284, vs 487 02/28/23 Rigs now 38-40, vs 46 02/23…
Back in July 2023, the IEA put global gasoline consumption in 2024 at ~26.7m b/d. But it now sees it this year at ~27.2m b/d (up 500k b/d). That's a remarkable (and upbeat) change in view for global gasoline demand, the most exposed product to growing EV penetration. 2/2 #OOTT
Aramco hikes April OSP to Asia #OOTT #SaudiArabia