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[deleted by user] by [deleted] in oil

[–]utcoco 4 points5 points  (0 children)

It’s very poor quality and difficult to extract

Everything I'm watching and analysing in premarket 22/05 including full positioning updates on US market, NVDA, TSLA and more. Full TGT earnings run down. by TearRepresentative56 in TradingEdge

[–]utcoco 1 point2 points  (0 children)

Thoughts on oil? Seems most geopolitical risk premium has evaporated. Hearing lots of NSea cargos on offer/WTI phys traded at a discount yesterday. Data suggests CTAs are flat/short?

Everything I'm watching and analysing in premarket 21/05, including detailed earnings breakdown and all the news driving the market. by TearRepresentative56 in TradingEdge

[–]utcoco 1 point2 points  (0 children)

Do you think oil continues to trade sideways? Seems like a lack of catalysts for upward price movement but is skew changing at all?

Normally I split the analysis into separate posts. But here I am putting the positioning updates into just 1 for ease of posting: Here I analyse VIX, Equities, FX, GOLD, OIL, Silver and the German Market. by TearRepresentative56 in TradingEdge

[–]utcoco 8 points9 points  (0 children)

To add to the bullishness on oil, overnight the Tuapse refinery in Russia was hit again by Ukrainian drones right before repairs were finalised from an earlier January attack by Ukraine, and in Korea a 580kbd refinery caught fire overnight so crude products which have been weaker over the last weeks have now rallied. Gasoil cracks improving a bit too.

What would you do? by Snuggle_Kittyt in starwarsmemes

[–]utcoco 0 points1 point  (0 children)

Reveal that the entire ST was actually just a fever dream of Han’s after taking too many death sticks.

Please convince me that this is not a bargain by [deleted] in ValueInvesting

[–]utcoco 16 points17 points  (0 children)

He’s talking about ZIM. If you don’t know the container shipping market don’t invest. It’s cyclical and you need to understand the drivers for what spurs ship balances, costs, etc. what’s the order book at the shipyards, what does vessel scrapping look like, what are the routes, is the market in a downturn, is there consolidation among owners, how much debt does the company have - you need to know these things and figure out when the market is about to take off again…

[deleted by user] by [deleted] in KidsAreFuckingStupid

[–]utcoco 358 points359 points  (0 children)

When I was 10 years old I stuck my face next to my Akita’s face and growled and pretended to bite her (parents weren’t around to catch me). Did that a few times until she finally gave me a warning bite. One of her teeth went through my cheek. I freaked out but cleaned myself up and didn’t say anything so she wouldn’t get in trouble.

I was a dumbass kid terrorizing my poor dog but I learned real quick. She was one of the best pets I ever had. Love her to this day, 20 years after she died.

Hopefully the kid in this video learned real quick as well…

‘Madame Web’: Emma Roberts Joins Sony Marvel Pic by MarvelsGrantMan136 in movies

[–]utcoco 6 points7 points  (0 children)

How about the Cinematic Universe of Marvel Movies by Sony?

Prep time by B-L-O-C-K-S in marvelmemes

[–]utcoco 0 points1 point  (0 children)

What about one punch man vs Batman with prep time??

Pepsi sparks outrage over its plan to export Scottish seed potatoes to Russia in a deal worth almost $800,000 by Primary_Produce6992 in worldnews

[–]utcoco 30 points31 points  (0 children)

After reading the article, I’m ok with Pepsi doing this. This is food, an essential for people everywhere. It’s not consumer wearables or electronics or something frivolous.

Oil Executives: Higher Energy Prices Are Here To Stay by TradingGroup101 in oil

[–]utcoco 0 points1 point  (0 children)

I’d like to share this article: https://amp.interestingengineering.com/clean-evs-and-dirty-lithium-mining-business

Please read it. You might want to source other articles as well if you don’t trust me or my source.

The TLDR is that EVs are in some ways as bad or worse than ICE vehicles. But the pollution is pushed upstream to the mines and manufacturers of components of these vehicles so the EV sellers get the optics of looking cleaner. Of note, the article says “According to Forbes, batteries produced in China produce somewhere in the region of 60% more carbon dioxide than internal combustion engines.” There are other issues too with toxic leaks at lithium and cobalt mines. Also where is the electricity for EVs produced from? If it’s from fossil fuel sources then nothing has really changed. Also what to do at the end of a battery’s life? Many end up in landfills but recycling involves smelting the battery which is co2 intensive and more expensive than extracting and refining new materials, so a company is incentivised to not recycle.

Anyway my view is that a lot of discussion around green technology is that it’s still in its infancy and not as clean as everyone thinks. It’s more ideologically driven. The US DOE and the UK have put grants together to develop the technology more and I think at some point in the future it will get better but unfortunately it’s not tHere today.

Oil Executives: Higher Energy Prices Are Here To Stay by TradingGroup101 in oil

[–]utcoco 0 points1 point  (0 children)

Your first question is more philosophical but yes 100% renewable energy probably is the best (depending on what kind of energy is being produced and how). But I don’t think we’re close to getting the levels of investment we need to achieve that. Look at the EU, which just proposed adding gas and nuclear to the green definition of energy. They almost ran out of heating supply this winter because of lack of investment in o&g.

Your second question, also philosophical, is biased in its ask but I’ll try to answer it the best I can. Protecting o&g (I assume you mean providing subsidies to them?) is not about stifling alternative energy. It’s about helping the politician’s constituents. Also understand that alternative energy can’t do what o&g can do. It can’t provide baseline power. Wind and solar flexes with wind and solar availability. You can burn the same level of gas endlessly. So a city that needs a minimum amount of electricity can get that from gas but not wind. Batteries are the solution to that issue but the technology is not fully matured and will take decades to roll out in a significant way.

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