Oil Prices, Energy Trends & What Comes Next

[nodle]

I have been reading some posts about gas stations watering down their gas. Just recently saw a local post saying that they got fuel at a local gas station and when they got closer to empty it went away real fast as well. I bet places start to do this with the high prices.

https://twitter.com/x/status/2037302518246473905

 

[nodle]

So much for Ai.

https://twitter.com/x/status/2037340102028918955

Helium is ~30% sourced from Qatar and it's non-negotiable for semiconductor fabs, MRI, and defense. Force majeure on shipments means chipmaker lead times blow out in Q3. NVDA and TSMC margin risk is not priced in vol yet. Watch semis carefully over the next few weeks.

 

[jmanz]

Gas dropped to $3.17 here today.

 

[nodle]

WtfGas dropped to $3.17 here today.

 

[nodle]

https://twitter.com/x/status/2038352030214103512

 

[nodle]

https://twitter.com/x/status/2038647547003084816

 

[nodle]

https://twitter.com/x/status/2038951576417558817

 

[jmanz]

Dropped a penny to $3.16

 

[nodle]

https://twitter.com/x/status/2040542349718176084

 

[nodle]

Insane!

https://twitter.com/x/status/2041585769626710061

 

[nodle]

https://twitter.com/x/status/2041755866102104188

 

[nodle]

https://twitter.com/x/status/2041864908833202520

 

[nodle]

https://twitter.com/x/status/2041789365572292688

 

[C Pav]

Yep gas still going up here so far. Filled up yesterday morning...with premium but didn't see price of that as I just do it but assume a dollar more. Regular was $3.59. Later in day was $3.69 but this morning saw a Cenex, which those react first, was $3.79.

 

[nodle]

We are at $3.81

 

[nodle]

Gas went from $3.81 this morning to $3.94 this afternoon. I guess they didn’t hear the war is over. They were fast to raise but not fast to lower.

 

[nodle]

You have lost everyone’s trust and no one believes you anymore. Cried wolf one to many times.

https://twitter.com/x/status/2042234304856506819

 

[jmanz]

We are at $3.79 here now.

 

[C Pav]

We are at $3.79 here now.

Same.

 

[jmanz]

Down to $3.69 today but that will probably be short lived.