Discover and read the best of Twitter Threads about #Refining
Most recents (6)
My updated NAV model:
Company: @ElectraBMC
Sector: #Materials #Refining #Mining
Ticker: $ELBM
CEO: @TrentMell
Recycling Peers: $ABML $LICY
Refining Peers: None (domestically)
#Cobalt #Manganese #Graphite #Nickel #Lithium #Aluminum #BlackMass #EV
*I'm Long-Bullish|Not advice*
Company: @ElectraBMC
Sector: #Materials #Refining #Mining
Ticker: $ELBM
CEO: @TrentMell
Recycling Peers: $ABML $LICY
Refining Peers: None (domestically)
#Cobalt #Manganese #Graphite #Nickel #Lithium #Aluminum #BlackMass #EV
*I'm Long-Bullish|Not advice*
Alternative forward looking valuation multiples (EV to EBITDA & Sales)
NAV valuation contribution
#EIA #oil data: #crude -1.9 mln bbls; at 411.6 mln; -13% v 5-yr avg for period
#gasoline -1.4 mln bbls; +1% v 5-yr avg
#distillate -5.2 mln bbls; -18% v 5-yr avg
#propane -1.6 bbls; -21% v 5-yr avg
Total commercial stocks -8.1 mln bbls
#OOTT #OPEC #diesel #shipping #energy
#gasoline -1.4 mln bbls; +1% v 5-yr avg
#distillate -5.2 mln bbls; -18% v 5-yr avg
#propane -1.6 bbls; -21% v 5-yr avg
Total commercial stocks -8.1 mln bbls
#OOTT #OPEC #diesel #shipping #energy
Thread of 8 Charts on the oil politics between the Biden Administration and OPEC! Looks like a story!
#Oil #OPEC #Biden #OOTT #COP26
1-8 I am using IEA demand numbers so no one can say OPEC numbers are self-serving.
#Oil #OPEC #Biden #OOTT #COP26
1-8 I am using IEA demand numbers so no one can say OPEC numbers are self-serving.
2-8
Notice that the demand gap shown in the IEA chart above is bigger than the OPEC production gap!
#OPEC #Oil
Notice that the demand gap shown in the IEA chart above is bigger than the OPEC production gap!
#OPEC #Oil
3-8
Saudi crude oil production is almost back to normal and will exceed 2019 levels soon.
#SaudiArabia
Saudi crude oil production is almost back to normal and will exceed 2019 levels soon.
#SaudiArabia
Part 1: The transition from subsidy to under-recovery and then liberalisation to deregulation of PMS locally referred to as Petrol and gasoline to others have had been rapid and all in a space of three months.
Nigeria has now entered into a market based demand -supply era all precipitated by the international oil price crash.
Part 2. The Petroleum Products Pricing Regulatory Agency (PPPRA), shall monitor market trends and advise the Nigerian National Petroleum Corporation (NNPC) and oil marketing companies on the monthly guiding market-based price.
#PMSsupply #Nigeria #deregulation #NNPCgroup
#PMSsupply #Nigeria #deregulation #NNPCgroup
WEDNESDAY MORNING IN ENERGY: Where I'm mostly just going to leverage the #Kentucky election to talk about Justified to try to get some eyeballs, mostly because lots going on! #OOTT #energy
So today is where we've got a big day in Brazil - where they're auctioning off offshore rights on a whole load of acreage. #OOTT
Definitely need to follow @NoriegaMarta @mariannaparraga @G_Slattery on this one.
reuters.com/article/brazil…
Definitely need to follow @NoriegaMarta @mariannaparraga @G_Slattery on this one.
reuters.com/article/brazil…
If all the areas receive a bid, Brazil’s government will net 106.5 billion reais ($26.7 billion) in signing bonuses - and that will plug holes in the country's leaky budget.
Brazil is one of few non-OPEC countries boosting production, meanwhile. #OOTT
Brazil is one of few non-OPEC countries boosting production, meanwhile. #OOTT
FRIDAY MORNING IN ENERGY: And I’d like to talk energy, but really, I’ve got to talk trade first after we’ve got new tariffs coming, a lot of research notes, and very nervous markets… #OOTT #tradewar #China #trade
… as always you can follow our coverage here on Reuters.com. Our lead story right now is, the US escalated the trade war with more tariffs after the Chinese made major changes in the agreement that blew everything up earlier in the week.
reuters.com/article/us-usa…
reuters.com/article/us-usa…
Trump has said he’s in no rush to complete the deal. So we’ve got that going for us. #trade #china Ttradewar
reuters.com/article/us-usa…
reuters.com/article/us-usa…
