ML Eng. and econometrics. Honorary Commodities Trader**. more left-posting than normal.
**Regrettably degen trading on here, im sorry
Views dont reflect my employer
Isaiah Bishop
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since oil is back on the menu, did we ever figure out if that saudi pet chem facility was completely fucked?
so thats like 2 mmbpd through the oman route, and 1-2 mmbpd through the iran route
Should i trade spreads in commodities? probably not right?
theres a certain coziness to "you can only lose what you put in" that i like about equities and options
still no restart date i guess
this FT article is a really good explainer about the oil transiting via the oman route. And apparently the apache that was hit was probably providing air cover to the vessels going in and out
www.ft.com/content/3145...
