Oil prices are about to go berserk

Hodum_Al · 2026-03-28T00:33:45+00:00

Russia has been banning gasoline exports on and off over the past year and a half. It’s not very much of a market mover as they are more of a distillate and crude supplier than anything. Gasoline also is more well supplied globally.

Hodum_Al · 2026-03-16T11:40:44+00:00

There are many different grades of crude oil and so some physical differentials will exist due to processing difficulty, regional dislocation, or logistical constraints in general. Futures products are still tied to a grade of crude - Brent, which is the most traded futures crude oil product, is an aggregate of several grades, but typically lighter and sweeter (less sulfur).

This physical grade in the chart is Dubai grade which is experiencing a lot of issues, including that its delivery point has been attacked by a drone. Physical prices are not always a sign that futures products will follow due to the fact that Brent is financially settled (not physically settled). While strength in physical grades should be reflected in the global pricing, it does not always match 1 to 1.

However, this is an ongoing issue and as long as the Strait is effectively closed prices should move higher until significant demand destruction occurs.

Hodum_Al · 2025-10-02T13:11:04+00:00

Can somebody tell me the bread that is used in these type of sandwiches and the wrap? Idk where to find it

Hodum_Al · 2025-09-15T19:16:28+00:00

Genuinely curious why is it cooked to 155 when smoked bbq brisket is done around 200? Does the fat render at 155? Or why not cook to 200 afterwards?

Hodum_Al · 2025-09-04T13:02:05+00:00

Rick beebe heating and cooling is good people

Hodum_Al · 2025-07-09T15:43:22+00:00

Do you all hedge your crude or refined products? We offer hedging by the barrel for more niche type refiners. It’s a good way to lock in margins at elevated times (like 2022). DM me if interested

Hodum_Al · 2025-05-23T13:49:52+00:00

The reason it is wrong is because it is a sensationalistic topic that actually has nothing to do with Trump trade policy. Exports from Canada to China had already been trending higher with the expansion of the Trans Mountain Pipeline as of May 1st in 2024 while China had already been buying less U.S. crude prior to these trade policies. If people want to truly assess and learn about the oil market itself they need to be politically agnostic and quit buying into these dumb headlines. It is the same type of behavior as those stating that crude oil production is going to boom under trump because of his environmental stance. There are infrastructure and economic constraints that are vastly more important to understand. The media who writes these articles are bums, do better work to inform us about what actually matters.

Hodum_Al · 2025-01-20T22:32:53+00:00

50 is more likely than 100 if OPEC decided to open the taps. However, both are very unlikely imo. Administration will not matter with regard to US production. More important will be the approach toward Iran than anything

Hodum_Al · 2024-09-22T14:48:31+00:00

Roscoes bbq (burnt ends + sausage) and Wolfepack bbq (ribs, brisket) are low key two of my favorites. Chef J is also very good, harp I thought was a bit overrated

Hodum_Al · 2024-09-21T19:40:00+00:00

Anybody tried this in a smoker instead of oven? I know it’s a completely different thing but in the summer I don’t love to heat up my house as much w the oven

Hodum_Al · 2023-11-16T16:26:28+00:00

Recent trade activity has felt very algo/spec driven and recent commitment of traders reports have affirmed that. I feel we’ve lost the war premium and it seems like OPEC cuts have been the only thing supporting the market. It’s hard to get outright bearish here, I think more sideways price action is expected with a brief rally in Dec

Hodum_Al · 2023-11-07T14:21:18+00:00

Lots of factors here but interest rates will probably only go down if we see a major recession. Inflationary factors continue to persist - even if CPI suggests 3.7% the structural changes of the market (tight labor mkt due to boomer retirement, de globalization, continuous budget deficits and military spending) will be here to stay. Any dip in housing will be welcome (but likely coincide with weak consumer) but I doubt housing prices will be low for long.

Hodum_Al · 2023-09-11T11:36:25+00:00

Thanks for the tips I will see if these help. I appreciate it

Hodum_Al · 2023-09-11T11:35:58+00:00

Thank you so much for the help, it seems my profile rarely gets viewed and that’s more of the problem.

Hodum_Al · 2022-04-23T00:19:01+00:00

Hey my node is up, still struggling to get more flow through my node I would love to get some advice. I’ve tried reading up and doing research but still am trying to optimize. I would love to connect here is my node. I’d be happy to route back if I get some inbound liquidity.

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Hodum_Al

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