04-28-26 spal
The "Storage Wall" (May 20, 2026)
Because alternative routes cannot move oil "at volume," Iran is facing a terminal storage crisis. With onshore storage (~86 million barrels) currently over half-full and maritime exports throttled to roughly 0.8 mbd (via ghost-ship "slips" and bypasses), analysts project that Iran must begin upstream production shut-ins by mid-May. If the blockade is not broken or a diplomatic breakthrough (via the "Islamabad Protocol") isn't reached by May 20, Tehran will likely have to "flip the switch" and shut down major fields, risking permanent reservoir damage estimated at 300,000 to 500,000 bpd of future capacity |
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04-27-26 spal
imo, they (the usa and iran ) must open the strait ...
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This and the threat to smash GCC infrastructure is Iran's greatest leverage. But 5-10 days and without an exit for their own oil they will have to start "shutting in" their oil field (wells). |
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04-27-26 spal
Schpal sold short putas of VLO
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You should be good here Pilly ... but you know it already ...
;))
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04-27-26 pillz
German chancellor warned he saw “no exit strategy” to end the Middle Eastern conflict any time soon.
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imo, they (the usa and iran ) must open the strait ... and then speak about uranium .. but still hold all the us marine in proximity ... if Iran don't accept to give their uranium... |
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04-27-26 carib
| Friedrich Merz said the US was “being humiliated” by Iran, as the German chancellor warned he saw “no exit strategy” to end the Middle Eastern conflict any time soon. |
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04-27-26 pillz
| Schpal sold short putas of VLO |
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04-27-26 spal
Markets & Mayhem
@Mayhem4Markets
Semis are trading with a PE approaching 60 now . . . 👀 |
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04-27-26 carib
| VENEZUELA: Chevron CEO Mike Wirth said changes to Venezuela’s oil policy are a sign of progress in trying to attract foreign investment, though further measures are needed. Wirth said “It still needs some work. It’s probably not enough to bring in the level of investment that would be desirable.” He said Venezuela’s diminished oil workforce, with many skilled workers lost to emigration, makes any large-scale industry recovery dependent on whether expatriates return, a point also raised by opposition leader María Corina Machado. The cautious tone from the largest foreign company with presence in the country is line with our view about the importance to manage expectation about the recovery of the economy and recovery values for the debt. |
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04-27-26 spal
Goldman Sachs says oil may be entering a new capex cycle.
The bank listed 5 Buy-rated oil stocks:
$HAL
$CVE
$COP
$VLO
$FANG
The thesis: producers need to replace reserves, long-dated Brent may be underpriced, and refining markets remain structurally tight.
Energy is back on Wall Street’s radar.
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Concerning E&P - have FANG, CVE, APA, FECCF (schpecial schituation). Although these will twitch more on tweets. I like services (O&G) better and structurally the price per barrel should hold higher and the pace of activity is certainly likely to increase. |
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04-27-26 spal
| For Cenovus Energy (CVE), this deal creates a powerful valuation floor and a clear "halo effect." When a global supermajor like Shell pays a 27% premium to secure 370,000 boe/d of Canadian shale, it signals to the market that the "unconventional" side of Cenovus’s portfolio is likely being drastically undervalued. - Have a position. |
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04-27-26 spal
| Shell has agreed to acquire Canadian energy producer ARC Resources for approximately $16.4 billion USD ($22 billion Canadian dollars) in a cash-and-share deal announced on April 27, 2026. The acquisition significantly expands Shell's Canadian Montney basin assets, adding 370,000 barrels of oil equivalent per day and boosting long-term production through 2030 |
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04-27-26 spal
| Adding frac sand and water co's ... US wells cracking back up. |
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04-27-26 spal
This is a posting from Deep Seek CEO:
Second price drop in two days! On top of the base 75% off, stack an extra 90% discount for cache hits — that brings it down to just 0.003625USA/0.025 RMB per 1M input tokens with cache hit~ 🎉💰 Go wild and have fun~ 🚀
📌 Just a heads-up: the cache discount is permanent, while the base 75% off promo runs until May 5th — so make the most of it while you can!
#DeepSeek #AGIforEveryone
More and more AI Clowns are sounding like Crypto Clowns on the way towards the Crypto crash ... |
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