Unintended Consequence
@UnintendedCons5
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Joined April 2020
The annual change in global atmospheric CO2 concentration since 1958 (when it started direct measurement) vs annual change in human CO2 emissions is moderate on a 65yr scale and poor on a 10yr scale. Trillions go into this relationship. Why? No causation w/o correlation
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Again. Median positioning. Market will be much longer now.
Charts on crude net-positioning of non-commercial accounts (=managed money and other reportables) in Brent and WTI futures and options combined (ICE, CFTC) #OOTT latest value is August 19
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Cool.
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I’m not sure I love this. Feels like state support and direction. Full of conflicts and potentially abuse.
JUST IN: Government will take stakes in more companies, top Trump adviser says
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Meanwhile oil up 3.00 in 4 days.
JUST IN - India will continue buying Russian oil despite Trump's threat of 50% tariffs, says India's Ambassador.
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A reminder on OPEC exports. Direct burn for power lower exports. Feb direct burn was 180kbpd. July and Aug look to average >800kbpd for just Saudi. Sept and Oct have steep drops in local consumption.
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I always assume this is illegal money moving through BTC.
How mentally incapable do you have to be to market sell 24,000 $BTC in a single clip on a Sunday?.
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The problem is OPEC exports drops seasonally 700kbpd between Feb and Aug due to power burn.
OPEC+ crude exports increased 443k b/d versus the ~2.2 million b/d voluntary production increase. I suppose the bears who argued that cohesiveness among OPEC+ members would collapse were dead wrong?. Again, it was always a Saudi cut, not an OPEC+ cut.
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lol 5. Hahahahaha.
3. The United States intends to promptly ensure that the tariff rate, comprised of the MFN tariff and the tariff imposed pursuant to Section 232 of the Trade Expansion Act of 1962, applied to originating goods of the European Union subject to Section 232 actions on.
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I think this will be a close vote.
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Canada is a broken country. All that angst just to cave.
BREAKING: Canada is removing many of its reciprocal tariffs in an “olive branch” to President Trump, per Bloomberg. This means a broad range of US products will no longer face 25% tariffs.
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“The Guardian”.
TRUMP STEPS BACK . THE GUARDIAN: PRESIDENT TRUMP PULLS OUT OF ACTING AS PEACE BROKER — TELLS PUTIN & ZELENSKY TO ARRANGE BILATERAL TALKS THEMSELVES. TRUMP TAKES “WAIT-AND-SEE” STANCE ON WHETHER SUCH A MEETING CAN EVEN HAPPEN.
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“Sources”.
Putin's demand to Ukraine: give up Donbas, no NATO and no Western troops, sources say.
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Yikes - time spreads getting smoked in WTI. If you want to be long, be long after July 2026 - the front will keep losing ground.
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Not remotely close to last years shorts overall. SMH.
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“Axios”. So much salt.
During yesterday’s call between U.S. President Donald J. Trump and Russian President Vladimir Putin, Trump reportedly told Putin that he will have to meet directly with Zelensky to discuss his territorial demands and urged him to be “realistic” in his concessions, according to.
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Not great sourcing. Also is percentage the best unit here?.
No need for "fact checkers" any more. Fake news is now the very fabric of the new "information" gatekeepers
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Good video.
🇮🇷🇵🇰 Video showing the extent of oil product smuggling out of Iran and into Pakistan. This kind of thing isn't new, but at times when Iran struggles to meet domestic demand, especially for gasoline, the focus naturally turns to smuggling and its enablers.
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SPAC mania!.
15% per month ad. And now the king of SPAC is back at it again. We are now at this part of the market cycle. Everyone hates energy at the same time. When 2022?.
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Damn.
U.S. President Donald J. Trump pictured speaking on the phone with Russian President Vladimir Putin earlier today in the Oval Office, during his meeting with European officials, including Ukrainian President Volodymyr Zelensky.
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Axios is really negative on Trump. I take their articles with a grain of salt.
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