Trump continues lies in attempt to keep oil prices low. AIA Weekly Update 4.18.26
The Trump administration has a midterm election coming up, and the worst thing that can happen is higher oil and gasoline prices. Consumers don’t like high prices, duh!
It appears we can’t get Iran to what we want, so Trump lies about progress with negotiations, and the market sells off the oil price. Then on the weekend, when markets are closed, they go back to bombing or threatening to bomb Iran.
At some point, reality will assert itself.
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Good X thread on real Gulf situation
https://x.com/AlaliQasem/status/2045135149658992972
Next-generation ‘salt-cooled’ nuclear plant breaks ground in Oak Ridge
https://www.yahoo.com/news/articles/next-generation-salt-cooled-nuclear-205551436.html?fr=sycsrp_catchall
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44 Comments
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John 4:18
Did they actually talk to the oil executives demanding that they increased production while at the same time doing their best to sandbag oil prices? They think the executives will produce more oil in this type of environment?
Tax. Borrow. Inflate.
This is a war which should have been fought in 1980. Think of all the disruptions caused by Iran over the years. This war will be over in 1-3 months, if not sooner.
Go for the normal Gameplan. Blame Biden, and get out!! It's Biden's Fault after all.
uh-oh. time to keep the kids away from the twitter feed………..f-bomb tweets incoming
Another important point… oil companies have not spent a lot on capex.
6:45 To be fair, they never called off the blockade on the Iranian ports even during the cease fire. They just said ships can go through to the other gulf states.
Some customers are paying a $150 positive basis for oil. What is the true average spot price for a barrel of oil?
Whose oil facilities need to be rebuilt? Hasn’t Iran’s been spared so far?
Yeah, Japan bringing on more nukes is very positive. With their wildly active geology, were me living there? I'd be investing in a set of lead pajamas.
"War is Desception." Tsun Tsu.
John is whining because Pres. Trump isn't keeping him informed with his actual war plans? Trump is being deceitful? Waaa😢.
If you really want to know what Trump is doing. Go to "Promethean Action" This is all about ending the British Imperial Eleite generational long strangle hold on the Western World.
Surely, not all oil juniors are crap. John didn't like the management, but 10 bagged with Athabasca Oil. I held on and I'm getting close to reaching 50x. I appreciate your work. Thanks.
I researched Exxon I would be careful eps has been falling for two years even with buybacks and dividends the balance sheet has lost a shed load of money because that's what has been funding the dividends and buybacks not free cash flow.
You do not think that this is part of something bigger than 1939? Just a n ego guy, doing a thing?
Algorithm booster
Oh it's Saturday. Me rubbing my hands, looking forward to the Based part of this podcast Thank you as always. Aside, bought back a few of the shares I sold in the last few weeks in terms of O&G, names I've held since 2020, and it was painful to sell, but boy is it sweet to buy back at a discount.
They PUMP it, so they can DUMP it,
then DUMP it, so they can PUMP it.
Rinse, repeat
Did you short the oil markets and you're mad? What's he supposed to do? Let oil hit $150? LOL
As an addict in recovery, I can tell you there is nothing more horrific than gambling addiction. I've heard all the addiction stories. Nothing compares. The fact that our government is allowing our stock market, our professional sports and seemingly everything else to become entangled with gambling is disgusting. Even the most ardent capitalist must admit, capitalism without rails leads to devastation. Zhù nǐ yǒu měihǎo de yītiān
PANORO ENERGY
NORWEGIAN OIL COMPANY IN WEST AFRICA
GREAT POTENTIAL
I always look forward to these episodes. Great material. Cheers!
Agreed: the war was the worst decision Trump has made; many conservatives will take a drumming this fall, and open the door to looney tunes
The salt must flow. Remember Adam Smith?
If Trump is playing 5D chess then McDonalds on a fancy plate in the White House is health food
Love these videos. Thanks John 👍👍
Another great video, John. This market's irrationality is causing many to doubt the truth before their eyes. I appreciate you pointing out that reality will win out eventually.
❤❤❤❤
I will never be a subscriber to Bloomberg either. I will not pay to read their FAKE NEWS propaganda.
Schrodingers Strait
Lots of oil field services to rebuild all the damaged infrastructure, new pipelines, and new strategic reserves likely all over the world
hi John , can you please do a episode focusing with private credit and what you think of it? thanks
You’re always in top of this!!!
Another simp channel
I wouldn't be quoting from these oil propaganda pieces. Everyone who knows oil come out of these has been saying that the Permian is being depleted but not in your lifetime or my lifetime. Technology continues to improve look at the cost to extract a barrel of oil by Diamondback in the Permian basin.
I still like oil, I like my truck, and I like to turn the lights on in our house…why do people try and make me feel bad about that? It's abuse I tell you!
Always a pleasure John, happy Saturday! I picked up more Petrobras, they are a cash flow cow at $108 Lula
Do not quote me, but I believe to pay lifting costs while servicing debt they need $44 per barrel. At a $60 environment they are paying down debt and distributing ~18% dividends, in a $108 environment they are bringing in (and paying out) a bundle
John, all politician lie. How many lies do you suppose came out of the biden adminisrtation?
John, you grow tiresome and less and less added value.
Nice thanks John. Keep up the great work
Nice video. John is always sick
Trump looks exhausted; I feel sorry for him at this pont