Comments
Transcript
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TSEnjoyed the interview .. lots of great info. Here we are about a month later .... assuming the "recapitalization" of the shale players has started and is reducing production, and possibly other non-economic players have reduced production; has there been any measurable impact on the supply imbalance ? Also, albeit at a slow pace, lock downs have been coming off and presumably demand is improving. Noticeable yet ?
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dw"For Oil, there's strong support at zero"..classic.
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FDThe two videos by this guy have been so far the best, most actionable content on the platform for me. Appreciate his honesty and generosity sharing his knowledge in a straightforward way.
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ASAmazing Guest! When he talks about tankers, he says there is a real risk of reduction in ton-mileage in the future. Can someone expand on that?
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SSThings will open up pretty soon. Then next flu season starting in September, the news media, will blast us with more Covid-19 sickness and death to disrupt the election in November. We're killing the patient to cure the virus. Backasswards. CDC put out the numbers regarding regular flu and high death tolls, but no dog and pony show for that. All markets and populations are having to deal with this, whether real or not. Sweden has not locked themselves down. If China and Asia have now opened up and are running, their oil demand should be seen as moving up? They got a lot a cars and industry.
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ASI had to find this video.. STRONG support at 0 indeed!! Spoken like a psychic
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ECWell apparently, there goes the firm support at zero for crude...
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JGThe oil industry execs may be dumber than the paper industry guys used to be. Two of the three or four major producers don't even have to worry about anti-trust laws as we have in the US. Over time the paper industry has consolidated to the point that there has evolved into some self discipline and prices over time have stabilized at a level where well run companies can make a reasonable profit. Today about 70-80% of the capacity to make paper that is used by box makers is owned by 3-5 major players. The oil industry might learn something here and we as consumers might also learn to not be so consumed with buying everything at the lowest possible price. Low prices very often come with very high costs down the road and many of us can't seem to figure out why.
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SCA week later, Crude breaks below $10 and Tanker Stocks back to near term highs which is 30-50% above 3 week lows!
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XFJust wondering if a robust summer driving season would have any affect on oil prices...
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PBYeah this Dude is in the Know 4 sure...Need him back on Regular
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MSWhat day was this filmed?
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MGNice call in WMB and EPD Warren, your insight is always appreciated. There seems to be some real value in this sector so having Warren share his time with us in to what he's thinking is always appreciated.
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FAI heard him talking about tankers, what stocks were suggested
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HEWarren is a real person. This guy knows his sh*t... Thanks RealVision for keeping him in front of us...
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JWLove the way Warren reasons this all out. This may be an odd question for an oil man, but I wonder whether warren has a view on alternative energy and specifically whether this demand shock will accelerate investment and adoption. This should benefit things like the TAN ETF, for example. In the meantime, I am adding to my Tanker portfolio.
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PJStrong support at zero didn't happen for interest rates! Great slogan for T-Shirt.
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rrWarren has great insights, keep it coming dude.
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FBdoes anyone watch HomeLand on Showtime? If not, check it out, next to last episode is this Sunday at 9pm. Thanks, La La
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MCSuch a relief to listen to a video that doesn't mention the Fed. The Fed isn't buying oil or any commodity and they are all clearly still signalling deflation.
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JVI can't keep up with all good content being published!
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HSOil, one of the few remaining real market.
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BPAlways enjoy listening to Warren.