Null @Null_Analytics
Machine Learning the Void. Existence is interdependent relationships. Nothing exists independently. Joined May 2018-
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Your job isn't to predict where the market goes next Your job is to think in probabilities and make risk-adjusted bets. That's it.
@zerohedge I mean this is literally fraud at this point They’re “revising” it down by more than 75% ? Literally WTF ?
EIA Natural Gas Storage Data Total (07/04/25): 3,006 Bcf Total (06/27/25): 2,953 Bcf Net change: 53 Bcf Implied flow: 53 Bcf Year ago stocks: 3,190 Bcf % change from year ago: -5.8 % 5-year avg stocks: 2,833 Bcf % change from 5-year avg: 6.1 % #natgas
EIA Natural Gas Storage Data Total (06/27/25): 2,953 Bcf Total (06/20/25): 2,898 Bcf Net change: 55 Bcf Implied flow: 55 Bcf Year ago stocks: 3,129 Bcf % change from year ago: -5.6 % 5-year avg stocks: 2,780 Bcf % change from 5-year avg: 6.2 % #natgas #naturalgas #lng
US oil rigs -6 to 432 Baker Hughes #oott
CHART OF THE DAY: @Polymarket vs oil options market. Goldman Sachs with an educational chart showing how differently the probability of a Strait of Hormuz closure was priced via 'retail' markets -- ie, Polymarket -- vs 'professional' markets -- ie, complex oil options | #OOTT
EIA Natural Gas Storage Data Total (06/13/25): 2,802 Bcf Total (06/06/25): 2,707 Bcf Net change: 95 Bcf Implied flow: 95 Bcf Year ago stocks: 3,035 Bcf % change from year ago: -7.7 % 5-year avg stocks: 2,640 Bcf % change from 5-year avg: 6.1 % #NATGAS
EIA Natural Gas Storage Data Total (05/30/25): 2,598 Bcf Total (05/23/25): 2,476 Bcf Net change: 122 Bcf Implied flow: 122 Bcf Year ago stocks: 2,886 Bcf % change from year ago: -10.0 % 5-year avg stocks: 2,481 Bcf % change from 5-year avg: 4.7 % #natgas
EIA Natural Gas Storage Data Total (05/23/25): 2,476 Bcf Total (05/16/25): 2,375 Bcf Net change: 101 Bcf Implied flow: 101 Bcf Year ago stocks: 2,792 Bcf % change from year ago: -11.3 % 5-year avg stocks: 2,383 Bcf % change from 5-year avg: 3.9 % #natgas
Your Ex: Canceled plans because it was raining. Natural Gas: Reliable 24/7, even when it rains.
called it
US implied oil demand (procut supplied) rose by 884kbpd w/w to 20.121mbpd last week w/w in kbpd gasoline -148 jet fuel +287 distillate +43 residual fuel oil +43 propane/propylene +102 other oils +601 EIA #oott
From yesterday's Post-Report HOT TAKE Yesterday was not only one of the most important reports of the year, but it was both month and quarter-end Here's a look at futures performance by month so far in 2025: Should have gone long coffee & short meal on Jan 1!
#OOTT | US Baker Hughes Rig Count 28-Mar: 592 (prev 593) - Rotary Gas Rigs: 103 (prev 102) - Rotary Oil Rigs: 484 (prev 486)

Andrea Paltry, Ph.D. @andrepaltry
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General manager live ... @CriagThoma
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