I, Gimlet

@FreudeBud

The road to hell is paved.

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Vrijeme pridruživanja: svibanj 2009.
67 fotografija ili videozapisa Fotografije i videozapisi

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  1. proslijedio/la je Tweet
    5. sij

    "Just when I thought I was out, they pull me back in." Michael Corleone’s lament in Godfather III about never being able to escape his family business of crime could well be said about America's entanglement in the Middle East. My take:

    198 proslijeđenih tweetova 518 korisnika označava da im se sviđa
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  2. proslijedio/la je Tweet
    26. ruj 2019.

    September to-date U.S. diesel consumption is -22 kb/d less than the 5-year average. Consumption growth has been declining since May 2018. This is a negative indicator for the U.S. economy.

    10 proslijeđenih tweetova 14 korisnika označava da im se sviđa
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  3. 23. ruj 2019.

    COLUMN-Bearish signal for crude as China closes in on filling oil...

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  4. proslijedio/la je Tweet
    22. ruj 2019.

    3/n ... Texas RRC and out up to July 2019: my corrected data for + vs data ...

    1 reply 3 proslijeđena tweeta 8 korisnika označava da im se sviđa
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  5. proslijedio/la je Tweet
    19. ruj 2019.

    Let's recap: US: Obama is gone and we will bend you to our will Iran: shrugs, lands 19/20 on the most important oil target in the world, drinks tea. US: ... Iran: ... US: well peace is what's important Iran: nods, eats pistachios

    The war bluster with Iran seems to have faded. just said “We like a peaceful resolution.” And called Trump’s pullback from military action “a prudent decision”. The two sides appear further from trading shots than just a few days ago.
    14 replies 121 proslijeđeni tweet 291 korisnik označava da mu se sviđa
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  6. proslijedio/la je Tweet
    19. ruj 2019.

    Real crunch from Saudi Arabia's oil outage has yet to be felt

    14 proslijeđenih tweetova 12 korisnika označava da im se sviđa
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  7. proslijedio/la je Tweet
    14. ruj 2019.

    Now, imagine we have banned fracking, and 5 million BPD of Saudi oil goes offline for an extended period of time. I can't even imagine where oil prices might end up.

    6 proslijeđenih tweetova 22 korisnika označavaju da im se sviđa
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  8. proslijedio/la je Tweet
    15. ruj 2019.

    Aramco can draw 50-60 mb of domestic crude stocks held at ports such as Ras Tanura to keep exports flowing for now, but that only provides cover for 10 days at current disruption levels. Aramco also has stocks in Japan, China, Egypt and the US, which may also be called upon.

    1 reply 6 proslijeđenih tweetova 9 korisnika označava da im se sviđa
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  9. proslijedio/la je Tweet
    6. ruj 2019.

    If the world isn’t careful, renewable energy could become as destructive as fossil fuels.

    5 proslijeđenih tweetova 3 korisnika označavaju da im se sviđa
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  10. proslijedio/la je Tweet
    4. ruj 2019.

    July showed a sharp drop in global EV sales growth, venturing into negative territory for the 1st time in recent history as Chinese subsidy roll-backs were finalized on the backdrop of growing consumer uncertainty. A correction is likely as the Chinese market stabilizes.

    9 proslijeđenih tweetova 11 korisnika označava da im se sviđa
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  11. proslijedio/la je Tweet
    5. ruj 2019.

    U.S. distillate consumption is declining, this Week in Petroleum examines why: - On-highway trucking growth slower than 2018 - Lower agriculture demand - Declining rail traffic - Lower demand from oil&gas drilling

    20 proslijeđenih tweetova 25 korisnika označava da im se sviđa
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  12. proslijedio/la je Tweet
    25. kol 2019.

    China imports July-19: Iran ⬆️4.75% or ⬆️9,921 b/d MoM Kuwait ⬆️41.92% or 165.8k b/d MoM KSA ⬇️12.33% or ⬇️232.6k b/d MoM Russia ⬇️23.24% or ⬇️406.2k b/d MoM USA ⬆️92.83% or ⬆️174.5k b/d MoM

    14 proslijeđenih tweetova 9 korisnika označava da im se sviđa
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  13. proslijedio/la je Tweet
    13. kol 2019.

    Survey results out on global decline rates from Takeaways: Avg decline rate now- 5.7% Avg decline rate 2020-2025- 5.2% Shale may increase it- but digital tech is more impactful Implications: More oil available, for less cost

    1 proslijeđeni tweet 3 korisnika označavaju da im se sviđa
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  14. proslijedio/la je Tweet
    5. kol 2019.

    CNH dive and the trade war a much bigger problem for the EU than the US because of the much closer manufacturing trade links. Fiscal easing from Germany the only real effective policy response the EU can have here

    Good point by Marcus Ashworth. A weaker CNY (and KRW/ TWD) redistributes some of the pain associated with Trump's tariffs away from China, and puts it on Europe and other manufacturing exports.
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    5 proslijeđenih tweetova 16 korisnika označava da im se sviđa
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  15. proslijedio/la je Tweet
    18. srp 2019.

    Investors are indifferent to oil and gas and E&P. Winning them back means playing it cool - unlike last summer: via

    1 reply 3 proslijeđena tweeta 6 korisnika označava da im se sviđa
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  16. proslijedio/la je Tweet
    11. srp 2019.

    Retweet if you ever made a mix-tape.

    5 replies 48 proslijeđenih tweetova 49 korisnika označava da im se sviđa
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  17. proslijedio/la je Tweet
    7. srp 2019.

    Big, important thread alert: There is a lot going on in Europe that feels like it's coming to a head soon... probably by the end of the summer. The EU economy is in mild recession...

    138 replies 1.522 proslijeđena tweeta 3.172 korisnika označavaju da im se sviđa
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  18. proslijedio/la je Tweet
    3. srp 2019.

    The development of a more transparent market for growing US crude exports into Europe took a further step forward this week with the first ever trade of a delivered WTI Midland cargo in the Platts Market on Close assessment process. ANALYSIS:

    18 proslijeđenih tweetova 19 korisnika označava da im se sviđa
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  19. proslijedio/la je Tweet
    2. srp 2019.

    Just RT this

    627 replies 31.479 proslijeđenih tweetova 27.776 korisnika označava da im se sviđa
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  20. proslijedio/la je Tweet
    12. lip 2019.

    I look at growth in EM for the last 10 years and struggle to see a good story for the next 10. China faces trade tensions, which impact other Asia. Turkey has its credit overhang. And Argentina, Brazil, Russia, Ukraine were unable to grow even with super low G-3 interest rates.

    7 replies 48 proslijeđenih tweetova 102 korisnika označavaju da im se sviđa
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