.Inversionista./.value investing./.Peter Lynch./Inversionista total/❤️small cap❤️ contenido: Youtube/ Tik Tok/Instagram NO RECOMIENDO 👀tiktok.com/@el_financiero… PanamáJoined May 2025
JPMorgan just published the scariest oil chart I’ve ever seen.
World inventories are in freefall.
And when this line hits 6.8 — the global energy system doesn’t slow down.
It breaks. 🧵
@KairosPraxis Según la propia empresa, este arancel del 50 % afecta solo a una parte pequeña de sus ventas (alrededor del 3,5 %).
Aun así, siguen creciendo y ampliando su fábrica en Palmerston (Ontario) porque el negocio sigue siendo bueno.
Está en mi lista de seguimiento 😎
Vitol chief warns of tanker shortage and risk of $200-a-barrel oil
Head of world’s largest independent oil trader says shipping squeeze is creating new bottleneck despite increased Gulf flows #oottft.com/content/95db1f…
10Bagger Portfolio is now in English: 6 FREE deep dives, 8 paid ones and last quarter's follow-ups. A ❤️ or repost helps me reach more people and, who knows, maybe get the chance to talk with more management teams around the world. 🔗 and a sneak peek in the first reply.
Se activó por primera vez en marzo y ya se ha renovado varias veces; lleva más de seis meses vigente. No significa que todos los aceites se estén haciendo con sustitutos, pero confirma que el mercado de lubricantes sigue bajo tensión.
Esto se debe a una escasez severa global de aceites base, causada por interrupciones en refinerías del Medio Oriente. La medida permite a los fabricantes usar aceites base sustitutos de forma temporal, con aprobación de API, para seguir produciendo sin violar las normas.
$CLMT dejo esto por aquí y me retiro muy lentamente..👀
El API (Instituto Americano del Petróleo) extendió por otros 90 días (desde el 1 de octubre) la Licencia Provisional de Emergencia para aceites de motor.
Russia Urals crude oil trades at ~128$ - according to the “experts” this shouldn’t be happening bc Russia has a refinery problem and should be giving away its oil at discount while it seems there are buyers competing for Urals (perhaps because little crude is leaving Hormuz 🤫)
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