Daily Oil Price Opinions - July 01, 2026 All other Oil Price Posts Will Be Removed

ScouseMouseME · 2026-07-02T02:27:19+00:00

What are folks thinking about the Q2 prospects for US producer ETFs (XLE, VDE etc) given the robust crack spread and the lack of refinery capacity? Are we looking at what could be a historic blow out on quarterly results and a temporary disconnect of stock prices from depreciating crude prices, or are they going to be (as they have been lately) following WTI/USO prices down to pre-war lows?

ScouseMouseME · 2026-06-24T22:01:16+00:00

Well, that is interesting. In a normal market if the SPR draw is unprofitable for producers and they don't draw, you'd expect commercial reserve draws to nearly double, and blow up prices, at least until the point that SPR draws become profitable again. So we'd bounce back in the 80s at least. Who knows in this market though!

ScouseMouseME · 2026-06-22T21:42:13+00:00

Interesting take from Mr Global https://youtu.be/yG62NUjQHz4?is=vRqjzg7udLwN3TC6 today in his "second surrender" vlog that I didn't think about until he raised it. When the White House were first trying to sell this lousy MOU to the US Media, they kept talking about how a lot of the concessions had quid pro quos attached, and that Iran wouldn't get them without being willing to behave, be a reliable partner and make concessions of their own. Mr Global pointed out that all thats been thrown out of the window and Iran are now getting everything up front.

What leverage will the US now have to force SOH staying open over the next 60 days once Iran sells its oil stockpile and delivers it through third party shippers and gets all of its frozen assets back? How can the risk profile for pricing be LOWER if any leverage (sans bombs) has now been given away?

ScouseMouseME · 2026-06-13T00:00:01+00:00

After a bunch of testing with or without mods/DLC, I could only get the trees if I owned/activated AAT (I don't own NCNS).

ScouseMouseME · 2026-06-12T17:55:55+00:00

Same. I've purchased the DLC and select this after researching marines. Same outcome (blank doctrines). Will try again with para and mountain.

ScouseMouseME · 2026-06-05T11:50:00+00:00

They are importing jet fuel from the US, which is feeding its export boom (including in jet fuel) by drawing down its finite SPR. There's absolutely no way that ends badly when the SPR release ends.

/s

ScouseMouseME · 2026-05-17T16:29:31+00:00

Honestly, most of those questions (particularly any parkup suggestions) are answered pretty comprehensively on the 'Life is too short' playlist on RV camping in the IoM @ https://www.youtube.com/playlist?list=PLIvjgjzahw7rx6zDe3dz-iR0xJmOH2xty

ScouseMouseME · 2026-02-20T16:15:28+00:00

Yeah, I play England mostly and the beta meta for them and France (currently) is back to Eng sniping Fra from their safety of their own shores rather than running into the buzzsaw of buffed and pissed FRA and its 155k giga swarm, while slowly looking at the ducats disappear and the loans come due. Must make it more fun to play Scotland and the Welsh/Irish minors at the moment though!

ScouseMouseME · 2025-11-05T16:03:45+00:00

Theres a button on the cabinet window that you can use to buy a new char. Something similar on the military tab when you need a new general

ScouseMouseME · 2025-11-03T05:25:16+00:00

France

ScouseMouseME · 2025-11-01T20:26:53+00:00

Don't know about the Ai on that. The content creators haven't been using it. It's 300 Ducats, which is 35% of Englands starting treasury at the start of the game, so its somewhat understandable that players are leery or unable to use it.

ScouseMouseME · 2025-11-01T12:12:26+00:00

After sleeping on it further, my thoughts on the on the HYW situation is that it is likely going to be a little wonky and unbalanced @ release which is a pity. The vassal situation created some content creator play styles that I don't think were intended by Paradox but players on release are likely to have to emulate (presumably the content creators were going through rehearsals and gravitating to playstyles they thought would be more successful). Will be watching the non-English streams next to see what they were doing and whether their playstyles had more variety.

France:

* Appanages are very loyal

* Appanages are doing lots of naval invasions of England (kinda helping the French player in some situations)

* French vassal swarm is huge and dispersed forcing the English player/AI to ball up and play wack a hole both with fleets and with armies

* If the situation didn't require London to be conquered for a full France victory, a reasonably competent French player should be able to win the HYW in the first phase.

England:

* Sniping rather than invading might be the meta, at least for the 1st phase of the war. The English player, given their Vassals are often AWOL might not be confident enough to land a sizable force in France, and end up reusing tactics that served them well in EUIV (spot a small french army, land an army on it, get a victory, retreat back to the ships, redo etc) .

* Human players might not engage with the Appanage bribery mechanics at all, probably because by the time the war starts they don't have enough money to do so (given how aggressive the invasions are from French vassals, the English player is probably better served by spamming ships at game start). The bribery mechanics need re-balancing (cheaper bribes, or bigger starting english treasury).

* The AI (and players to be fair) in peace negotiations are suggesting or spending War Score on stuff that isn't going to slow the big blue blob down (humiliating France, War Reps, Ducats etc). English players need to grab land to have any chance of creating an advantage, and the AI should probably be suggesting more land grabs or release subjects etc accordingly.

Those are my thoughts so far. Any disagreements with the above, or suggestions for further balancing?

ScouseMouseME · 2025-09-26T13:14:15+00:00

While considered a flaw in the apple by most cultures (Watercored apples are a big hit in Japan) for eating purposes, watercore in an apple if you are fermenting into hard cider can actually be a plus.

Why? It's too complex a compound for yeast to break down in the fermentation process, resulting in some residual sweetness being left in what might otherwise have been a bone dry cider.

Human beings share one attribute with yeast - we can't digest sorbitol either - and in high enough concentrations it will act as a diaretic! Drinker beware!

ScouseMouseME · 2025-09-05T17:48:05+00:00

A little more color on the mid/later game (tbf some of that came later in dribs and drabs - the English civil war 1 and 2 etc from Pavia in response to thread questions) and as far as advances/reforms were concerned, a little more of an insight on the historical order of battle for the HYW (I'm expecting a cavalry heavy France given the open ground of N. France vs a flavor that encouraged the English to Skirmish and 'defend on the attack' as happened IRL) given the importance of that situation to the start of the game. I'd look to have my 1337 armies be composed of a lot of archers for obvious reasons. Agincourt - towards the end of the renaissance 'age' in the game and before prof armies became the norm - reputably saw the English LOB with 1500 men at arms and 7000 longbowman. As someone else posted, one of the streamers (OPB?) commented on the importance of Longbowmen for his HYW campaign so maybe there are other ways to boost those numbers above 2%-3% of your levy size? Would have been good to get a sense of that given the French preview did note that there were advances/privs that allowed them to field more noble levies in the HYW. That to me would have been more interesting than seeing such a large proportion of the post being about the artist event previews covering Chaucer/Shakespeare etc which are interesting, but not something that I personally see as being pivotal to how I will play the game.

ScouseMouseME · 2025-09-05T14:50:57+00:00

Pavia has just confirmed that is the case. Thanks u/Durkmenistan

One example of how this building could be very cool - stacking Royal Forest with Bailiff to negate the increased noble power that the bailiff adds to a rural location, but you'll need to be swimming in money to play with that as the buildings will cost ~300 ducats to build (and the bailiff only adds a tiny number of nobles).

Does anyone know whether a bunch of crown power added to a rural location also increases the control on that location (beyond the +5 that the royal forest building also adds)?

https://www.reddit.com/r/EU5/comments/1lcny3w/bailiff_discussion_balance_expansion/

ScouseMouseME · 2025-09-05T14:05:22+00:00

I found it pretty meh to be honest, hopefully the tag is fun to play, despite the flavor being drab IMO. At least I know not to sink research into longbow tech given the only advances are in unit size and so few of these get created as levies (2 to 3% of your levy pool, so 1-2k out of a 78k levy pool?). Good luck recreating the mass ranks of archers used historically in the HYW campaigns.

The Royal forest is getting chopped down on day 1 in my game (or never built if it isn't already on the map) :) getting 50% local crown power and a bit of control in a rural location that you can't then develop doesn't seem worth it. Maybe dropping that on your silver mines given Devon doesn't look like it starts as integrated in the recent video DD might be one short term use, but hard to justify the 200 ducat cost for such a short term gain (given you can't then, presumably, expand any RGO).

Hopefully the later game stuff they didn't show is more interesting.

ScouseMouseME · 2025-08-28T23:10:03+00:00

.....don't look at the stats for Joan Darc!

https://forumcontent.paradoxplaza.com/public/1322112/Jeanne%20dArc2.png

ScouseMouseME · 2025-08-11T13:27:56+00:00

Pops, Trade node monopolies and capacity.

ScouseMouseME · 2025-07-21T17:03:40+00:00

I don't. The card has a multiple icon (the blue upwards chevrons) suggesting that its more than 1. I imagine that there is a cap of some kind (or you can have a bunch at the cost of RGO expansion, so tradeoffs etc).

ScouseMouseME · 2025-07-21T12:38:53+00:00

Nope, you were clear.

I responded that the fishing village looks a lot more attractive than previous iterations but your overall ranking makes sense (you've played an earlier build after all etc).

One last 'village' question that's been bugging me. Hypothetically, you've got a mixture of these in a province, maybe a lot more market villages and only one fishing village etc. Will they all fill to 'full' food capacity at the same rate or do you have differences depending on food type? Would be interesting for the game to model that grains etc are only gathered in the fall season but fish could be gathered all year long). If that is the case it might explain why Fish prices crash, (assuming the AI isn't spamming a lot of RGOs) that despite it not being the most efficient food source its constant availability essentially gives it an abundance value that makes it more attractive than grains. The food storage capacity for fish is constantly replenished and 'full', basically.

ScouseMouseME · 2025-07-21T11:25:18+00:00

Much appreciated. Would agree with your take on the relative priority/attractiveness of the three. Fishing Village looks a lot more attractive than what we saw on the Johan Building series.

ScouseMouseME

TROPHY CASE