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Bullboard Post History

by MigraineCall


T.SU

API Weekly Inventory report

Crude: -4.382M Cushing: +0.289M Gasoline: +1.615M Distillates: +0.604M

July 5, 2023

T.SU

Iran attempts to seize 2 tankers, US Responds

Iran tries to seize 2 tankers, shots fired. US Navy reponds to distress calls...

July 5, 2023

T.SU

RE:Is MBS trying to drain the SPRs?

Partly right. The Saudis will set the floor in the oil price, and the...

July 5, 2023

T.SU

TMX likely to send more Canadian oil to US, not Asia

This is OK, and a non issue. It will be sold at global market prices, and...

July 4, 2023

T.SU

Crude Net Positioning

Excellent take from Paulo Macro on Twitter: Think about where we are now...

July 2, 2023

T.SU

RE:RE:RE:RE:RE:Rig counts continue to drop, Shale growth stalls

Good points Pablo, and Experienced. I also held Crew for the same reasons...

July 2, 2023

T.SU

The Crude Oil Market

Interesting.  The global crude oil market is much bigger than the 10...

July 2, 2023

T.SU

RE:RE:Rig counts continue to drop, Shale growth stalls

True, most rig declines have been in gas plays. Production volume changes...

July 2, 2023

T.SU

Bullish Oil Fundamentals, and what could Derail it

Here is a great read on Rystad Energy's bullish oil outlook fundamentals,...

July 1, 2023

T.SU

RE:RE:A Quick Summary on Global Energy

The fact is that most in the west seem to think that globally we will be...

July 1, 2023

T.SU

RE:RE:RE:RE:Rig counts continue to drop, Shale growth stalls

The rally in Nasdaq and SP500 is led by a mere handful of stocks. Many...

July 1, 2023

T.SU

Rig counts continue to drop, Shale growth stalls

Future not looking good for maintaining US shale oil production levels...

June 30, 2023

T.SU

A Quick Summary on Global Energy

Here's an excellent short thread regarding global energy and particularly...

June 30, 2023

T.SU

RE:wondering...

Yes, we discussed this before. When the Olmeca refinery is fully ramped up...

June 29, 2023

T.SU

Amid Rising Demand, India to Open 6609 Fuel Stations

Despite the increase in EVs, fossil fuel demand is accellerating in India...

June 29, 2023

T.SU

RE:RE:Well Biten what's you gonna do now

Well, to be more accurate, we are almost at the end of the SPR releases. 1.7...

June 28, 2023

T.SU

EIA Massive Crude Draw - 9.603M, Gas +0.6M, Dist +0.12M

Twitter: Nutshell: Modestly bullish in terms of weeklies. Internals are...

June 28, 2023

T.SU

We Have Run Out of Pandemic DUCs

We've run out of pandemic-era DUCs. In fact, they've been gone for a...

June 28, 2023

T.SU

Global Crude Shipments Dropping

OPEC+ exports at their lowest level since Aug 2021 Russian exports at their...

June 28, 2023

T.SU

API reports draws

In advance of the EIA report today, here is the API Inventory reported June...

June 28, 2023

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