Commodities and emerging / submerging markets specialist. ‘My formula for success is rise early, work hard, and strike oil.' - J. Paul Getty and ME
Joined May 2021
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ColdmanSax retweeted
Reuters- State-run Pemex’s efforts to restore oil output at an offshore cluster hit by a fatal weekend fire could lag official projections as re-connecting wells is proving more difficult than planned -sources #OOTT reuters.com/article/us-mexic…
ALT Pemex CEO Octavio Romero Oropeza. REUTERS/Edgard Garrido/File Photo
ColdmanSax retweeted
🚨 BREAKING 🚨
Kaplan says he is worried about inflation.
Remember:
First, they told us there was no inflation.
Next, they said it was transitory.
Then, they said it was here for a while.
Now, they are worried.
ColdmanSax retweeted
A lot of old bad blood between Dostum and Atta. Atta was a junior commander of Ds and had his own ODA. After 2001 Atta began kidnapping Ds people to start a fight. He eventually took over Mazar but they have been allies for years. Now they need work together again.
ColdmanSax retweeted
And here's the Texas Railroad Commission on Biden's OPEC+ request:
"While I appreciate your support for increasing the production of oil, quite frankly, we do not need to rely on other countries for natural resources we can produce right here at home."
rrc.texas.gov/news/081121-ch…
ColdmanSax retweeted
This is why Japan still wants to restart all of its nuclear reactors 🇯🇵☢️
A new government study found that Japan's power sector can reduce emissions by 35% by 2030 (from 2013 levels) if nuclear and renewables make up half of total electricity generation
ColdmanSax retweeted
‘Greenflation’ threatens to derail climate change action on.ft.com/3lqKZJ7
ColdmanSax retweeted
You can no longer see daily traffic and metro data for China. However, this one slipped through : Highway passenger traffic. Incredibly soft and pre-Delat spread. Au revoir. #recession #china
ceicdata.com/en/china/highwa…
ColdmanSax retweeted
Bidding war in the nickel space, that's what I like to see.
This Post is from an account that no longer exists. Learn more
ColdmanSax retweeted
In today's RBI: Commodities have been hot this year, but none so much as coal! @SullyCNBC has the surprising numbers for coal futures and related stocks:
ColdmanSax retweeted
Map of Yevgeny Prigozhin’s galaxy.
He is believed to be a funder of the Wagner group, a private military contractor, the owner of trolls factories & the man leading #Russia’s 🇷🇺 push into Africa. #geopolitics
➡️ tandfonline.com/doi/abs/10.1…
via
@kevinlimonier
ColdmanSax retweeted
Oil prices not high enough
Greenland halts oil exploration, mining due to effects of climate change #oil #uranium upi.com/7112812t via @upi
ColdmanSax retweeted
Oil demand is surging, only not quite as we knew it. @IEA data for June (vs June 2019) shows the petchem vs mobility divide:
🔥LPG +7%
⚗️Naphtha +11%
🚗Gasoline -3%
✈️Jet-fuel -38%
🚚Diesel 0%
🏭Fuel-Oil -5%
🛢️Other +2%
⛽Total -3%
#OOTT with @AlaricN bloomberg.com/news/articles/…
ColdmanSax retweeted
Tether: the former plastic surgeon behind the crypto reserve currency on.ft.com/3koNhrt
