KramerKarma @KramerKarma1
#COM Human Calculator Calculating FCF, gathering macro data & charts are my thing. Cdn oil stocks save from inflation. Jesus saves from sin Canada Joined November 2020-
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KramerKarma retweeted
I've been super disappointed with people recently... Canada is such a joke. My doc only ordered a lipid panel after a blood test with alot of red flags. My tax ppl lost my file took a month ... (they had it under my wife's maiden name)... my new truck has been back 4x. 🤦♂️🤦♂️🤦♂️
Josh Young @Josh_Young_1
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James Mackay @JamesHMackay
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James Mackay @JamesHMackay
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Russell Brand @rustyrockets
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Trevor Rose @trevor_rose_
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James Hickey @JamesJchris136
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Adam Lundin @AdamLundin5
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Chuck Yates (He / His.. @nimblephatty
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Thomas George @thomasg_grizzle
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A4Alpha @a4_alpha
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Anton Likhodedov @ALikhodedov
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ARC Resources Ltd. @arcresources
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EnergyCynic @EnergyCynic
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bandit69 @bandit634717255
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Stephen Loukas @sloukas24
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Dan Kent (Stocktrades.. @StockTrades_CA
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@KramerKarma1 Call me crazy but I am really buying/trading some of them. #PUMP #ACDC #TOLWF
On a 4-week average Fracs are -11%⬇️ than in the same period of 2023 ➡️ No Fracs for production growth (Just sustaining) Note: As stated by Liberty Energy, a 10% yearly attrition means that the current fleet (around 280 to 300 crews) could end the year at 250 to 270
1/n Frac Crews ➡️ 257 (-3 w-o-w) * Source: Primary Vision With the current level of oil🛢 rig drilling and well completions (fracs) it will be very difficult to see any oil production growth in the US Note: driving🚘season is starting (🛢demand↗️)
Only way I can think of avoiding a much more widespread banking + economic collapse in '25. CRE + banks are the systemic risk. Oil is not. Inflation adjusted, oil is reasonable to cheap. Have a call today to discuss acquiring a distressed construction loan in an A++
WOW! #Oil floating storage -32.67 in last 2 wks to 60.64 mmb Apr 26. Incl Asia -23.16 mmb, is this Iran cutting prices to find customers in China or India? Only been 11 wks in 60s/50s since Covid, IF not revised only behind 58.02 mmb on 10/20/23. Thx @Vortexa @business #OOTT
Vortexa seeing "little bit of weakness" on China buying. Iranian crude oil floating storage +10 mmb in Mar. Iran offering wider discounts than normal but "struggling to find buyers in China". See 👇SAF Group transcript. Thx @Vortexa Jay Maroo, @gulf_intel. #OOTT
Same Reality check on Direct Air Capture as 👇Mar 1 tweet! $XOM Q1, CEO Woods "our initial goal is to cut the cost in half, which will still be too expensive,.." Woods "focused on how we can make this [DAC] technology broadly applicable at a cost that society can afford" #OOTT
Reality check on Direct Air Capture! Exxon CEO Woods “We just built a pilot plant prototype that we’re working on to try and cut the cost in half—which by the way, will still be too expensive,” reports @thier_jane #OOTT fortune.com/2024/02/27/exx…
I’ll tell you what Alex Jones and Diagalon have never done? Lost their teaching job for fucking children.
Oh, Gawd! This is rich, and rife with #Trudeauing hypocrisy. He made it clear in February 2022, that Canadians do NOT have the ‘right to protest’, Alex Jones has freedom of speech, and Diagalon is a fictional country.
No one wants to ask the question, so I will. We were told our tax money would go towards public-private relationships that would earn Canadians $3 back on every $1 spent by the Canada Investment Bank. How much money have we got back investing in bankrupt, broken electric buses?
Since @stripe has told us they will no longer pay out to our account after May 9th, we have taken the difficult decision to stop billing all our customers. We cannot operate due to KYC burdens placed on our business. We are forced to shut down and wind up our entity.
🇺🇲 crude exports flatlining at ~4 MMbpd after many years of consistently increasing, as crude production growth continues to slowdown on a YoY basis! With global oil demand rising above trend, OPEC+ spare capacity looks set to be called on + drawn down faster than expected. 🛢💰
@KramerKarma1 Yes. You're not the only one that feels the while thing is sinking. Nobody gives a shit about anything anymore.
I just look at shale production charts like this from time to time and think, "This is going to be so bad, and no one outside energy understands it."
Compare today to 2017 😳
I just look at shale production charts like this from time to time and think, "This is going to be so bad, and no one outside energy understands it."
👇👇👇
Capitalism is a magnet for value creation Socialism is a magnet for corruption Incentives matter
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