Oil & Gas Industry // #worldeconomy // #blackswan // #finance // #investment #desktrader
Joined July 2012
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"ะะฐะนะดะตะฝ: ะฟะพัะพะปะพะบ ัะตะฝ ะฝะฐ ัะพััะธะนัะบัั ะฝะตััั ัะดะตัะตะฒะธั ัะพะฟะปะธะฒะพ ะฒ ะกะจะ"
๐๐๐ ะัะตั ะบะฐะบ ะดััะธั!
ะะปะฐะฒะฝะพะต ะกะ2 ะฝะต ะทะฐะฟััะบะฐัั, ััะพะฑั ัะตะฝั ะฝะฐ ะฝะตััะตะณะฐะท ะฒ ะผะธัะต ะพะฟััั ะฝะต ั
ะปะพะฟะฝัะปะธัั.
ะัะธ "ะฟะพัะพะปะบะต ัะตะฝ" ะ ะค ัะพะบัะฐัะธั ะดะพะฑััั, ะดะตัะธัะธั ะฐัะฐะฑั ะฑััััะพ ะฝะต ะฟะพะบัะพัั...
...ััะฟะตัะฟัะพัะธั! (ะะก ะพะฟะปะฐัะธั๐)
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US President Joe Biden and Saudi Crown Prince Mohammed bin Salman. A โpariahโ heโs not | #OOTT
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#Euro on course to parity: Common currency just hit a fresh 20y low at $1.0053.
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Good Morning from Germany where Target2 balance rose by โฌ54bn in Jun due to rising stress in Eurozone w/10y Italy risk spread temporarily jumped >240bps for 1st time since 2020. Target2 claims of Bundesbank on rest of Eurosystem now โฌ1.2tn, meaning substantial risks for Germany
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BREAKING: German benchmark 1-year forward electricity contract surges to an all-time high above โฌ340 per MWh. At current price levels, German manufacturing is going to crumble.
Last week's @opinion column warning about the crisis: bloomberg.com/opinion/articlโฆ #Germany ๐ฉ๐ช๐๐ชซ
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We predicted Euro zone recession and Euro going to parity shortly after Russia invaded Ukraine. Yesterday's trade deficit for Germany is a reminder how profound fallout for Germany and Europe will be. The business model of past decades - based on cheap Russian energy - is over...
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Germany's growth model has been to import cheap energy from Russia, use that to assemble manufactured goods and export those goods to the rest of the world. While Germany now seeks new energy suppliers, its trade balance and that of the Euro zone will look ugly. That's all...
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โOil and gas capital spending fell by over 60% between 2010 and 2020. Investment in the US shales fell by over 70%. Over that entire period, the cumulative reduction in capital spending compared to trend was more than $1 tr.โ blog.gorozen.com/blog/runninโฆ
ะะพะผะฟะฐะฝะธั Samsung Electronics ะพะฑััะฒะธะปะฐ ะพ ะทะฐะฟััะบะต 3-ะฝะผ ัะตั
ะฝะพะปะพะณะธัะตัะบะพะณะพ ะฟัะพัะตััะฐย ั ะฟัะธะผะตะฝะตะฝะธะตะผ ััะฐะฝะทะธััะพัะฝะพะนย ะฐัั
ะธัะตะบััััย "Gate-All-Around".
TSMC ะทะฐะฟัััะธั 3-ะฝะผ ัะธะฟั ะฒ ะผะฐััะพะฒะพะต ะฟัะพะธะทะฒะพะดััะฒะพ ัะพะปัะบะพ ะฒะพ ะฒัะพัะพะน ะฟะพะปะพะฒะธะฝะต ัะตะบััะตะณะพ ะณะพะดะฐ.
ะงัะพ ะธ ะบะพะณะดะฐ ะฟะพ ััะพะน ัะตะผะต ะทะฐะฟััััั ะฒ ะ ะค, ะฝะตะฟะพะฝััะฝะพ.
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OPEC Spare Capacity Is Smaller Than Market Expects: Shell CEO
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COLUMN: Can Saudi Aramco meet its oil output promises and pump 11-12m b/d?
"Regardless of the true potential production number, one thing is clear: the days when Aramco could easily pump more and more barrels are over."
#SaudiArabia #OOTT via @opinion bloomberg.com/opinion/articlโฆ
โ๏ธ๐
35 Trillion Drawdown! Thats what i call a brutal #AssetPriceDeflation
#reversewealtheffectcausingglobalrecession #Disinflation #WhenUturn?
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All signs are beginning to show that inventory is rising in the housing market and prices have peaked.
A drop in the housing market is the final piece to the puzzle.
Itโs time to rip the bandage off and let this economic cycle take its course.
A recession is now inevitable.
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COLUMN: European manufacturing is crumbling under the weight of sustained high electricity and gas prices.
The months-long crisis that many industrialists penciled into their plans has morphed into a years-long problem. Closures loom | via @opinion bloomberg.com/opinion/articlโฆ
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ICYMI: I took a look at OPEC+ behind-the-curtains talks for post-August oil output increases. Spoiler: spare production capacity is coming down very, very, very fast | via @opinion #OOTT bloomberg.com/opinion/articlโฆ