Facts and opinions... and alternate facts Trip staed facts BTW.

 

If you'd bothered to listen to Chairman Caine's statements at the outset, this wasn't going to be wrapped in 2 weeks. He stated up to 8 in order to achieve objectives. Same as Hegseth.

Trump negotiates in public all the time. His messaging isn't for your consumption, it's for the other guys. You are smarter than that Trip, c'mon man.

After 47 years of hate, it's really close now. Like it or not.

 

You keep saying this, but you're wrong. Are you an oil exec here in the US for your part time gig? That's not what they are saying. Again, figured you to be smarter than to buy into the panic.

Markets are pricing the end game already. You fail to mention that. They will continue to price that with maybe some bumps here and there, but overall the markets don't agree with your juxtapositions.

The dooming here really has reached a fever pitch. Almost bordering on the insane. I'll be happy to eat crow come fall. But I believe in what we are doing is the right thing and in the end, not far away BTW, this will make the world a more stable place.

 

I mean, neither of you are experts in the oil industry so everything you say here are just regurgitated information from your news and bias of choice. I've certainly videos from actual experts who were adamently opposed to Biden's energy policy raising red flags over what is happening now.

 

No one is dooming. Dooming is expecting a global depression. I think that is unlikely because I believe cooler heads will prevail and an agreement is made in Islamabad. Supply chains are still cooked for a while though so prices on refined product will remain elevated for some time. So maybe a mild to moderate recession which is a much better than a global depression.

Please don't mention Hegseth who thought Samuel L Jackson's epic lines in Pulp Fiction was a real Bible verse

As far as the market, again you are staring at WTI and Brent Futures, which trade violently based on algorithms that read Bloomberg headlines within a split second of release. Many times those futures trade as a remarkable disconnect to the reality of the dated Brent/physical market.

If you want to take that as face value of what the market's are pricing in........Good Luck

 

I'm certainly not an Oil expert but I know how to expand the team to experts enough that I'm confident investing large sums in the space.

Most generalists stare at the WTI/Brent Futures and assume that's what gas prices are. Most are unaware of the different qualities of Crude and how Refiner economics are effected by shortages in certain qualities like Medium Sour

 

The forum rules prohibit partisan politics. Current political events which impact the aviation industry are allowed.

That said, the last month has seen more deleted posts (on both sides) than anytime I can remember. Trying to keep discussion on the rails has been… a challenge.