Everything posted by JimmyTwoTimes
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Hey Oil Barons.......
30 dollar(!) spot for the weekend, 13.50 balance of January, 5.30 February, 3.60 March. This weekend we’ll learn more about the scope of production we’ve lost to the freeze. Eastern markets were 60, 70, 80 bucks for weekend delivery. A clown show for physical traders today.
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Adopt A Playoff Team?
Was that meant for me? If so, I bleed orange and have a degree from The University of Texas. I just don’t vomit nonsense over this board every time I have a thought. If it wasn’t meant for me, carry on.
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Adopt A Playoff Team?
My money and son went to ND, so ND. And Indiana.
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Let's talk Brass
Late in the Evening, Paul Simon
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Taking it way back…
Cash bros, Johnny Walker, Tony Jones! Some good skill guys that always gave us hope amidst the haze of mediocrity.
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Hey Oil Barons.......
3.90 NG1 is a big line in the sand area for me, April settled a bit above that and maybe gets tested pre-storage release tomorrow. As you said, record storage release expected but its rear view mirror stuff. What’s important is the degree to which salt storage is able to replenish itself next few weeks, with close to all time production highs and no appreciable HDDs save for some cold over the weekend. If you are concerned with shoulder weakness, perhaps you should be, April October spread has come in quite readily and is due for a breather. Also, bloodbath across the pond as TTF summer/winter spread has collapsed from insane backwardation to almost flat. Be careful out there.
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Hey Oil Barons.......
Yeah, call skew is off the rails
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Hey Oil Barons.......
Seems like this rally has run its course in the short term but any HDD adds over the weekend will provide more fuel.
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Hey Oil Barons.......
Great timing, wx went cooler in the 11-15 day, then a pipeline issue got the algos all excited. Heading into a week of much less severe cold, but the inventory release on Thursday will provide much insight into how much salt inventories drew down, and what impact higher prices had on power burns. Should be fun one, keep arms and legs inside the ride at all times.
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Hey Oil Barons.......
Balance of the month NG off almost a dollar today. More weakness tomorrow morning unless weather shifts colder overnight. Probably going to be choppy for a while but the market is structurally more balanced thanks to the weather. Higher floor this summer for sure.
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Hey Oil Barons.......
Depends where on the curve you are vulnerable. 2026 strip at 4.20 would probably be a place to start.
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Xavier Worthy - First Longhorn to Score TD in Super Bowl
One can only assume that crawdads were sought first, after fowl of course.
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I'm An Alcoholic
Sorry, meant to add, this stuff is available via Amazon and select retailers for now, they’ll be running a Dry January promo at Sprouts throughout the country. I find them tasty over ice, with an herb.
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I'm An Alcoholic
https://rsrvcollective.com/
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Affordable Watches
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Hey Oil Barons.......
The job of the gas market is to get to 4 TCF in inventory heading into the winter. There were only 2 ways to accomplish this in 2024, neither of which required higher prices or rising (or even flat) production. With the 4 TCF goal largely on track to be accomplished, it will be left to Mother Nature to balance the market this winter. 100+ L48 production and “normal” winter weather are pretty tough to get excited about.
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The Watch Fanatic Thread
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Texas Recruiting Notes 2026: Boulevard of Broken Bagmen
Texas Recruiting Notes 2026: Does he live here? I thought he just flew in for games!
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Negative Recruiting Your Own School: The aggy Screenshot Megathread
7) Texas played a weak ass schedule (beat SEC champs at their place but, but…oh shit)
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Negative Recruiting Your Own School: The aggy Screenshot Megathread
I guess I don’t have spaces between my names. Carry on, carry on.
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Negative Recruiting Your Own School: The aggy Screenshot Megathread
I’m gonna get the papers, get the papers?
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The Watch Fanatic Thread
There she is. Very pleased, originally purchased in 2006, looks like it’s been worn maybe a dozen times.
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The Watch Fanatic Thread
Shameless plug for Chrono24…just bought a JLC through them, secure, prompt, and professional service. Will buy through them again.
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2024 Texas Football Coaching and Support Staff Thread
You guys ever work for companies that hire college grads? You know, people that have never done shit at this level, and you spend time with them and decide, “ shit, this guy is gonna be good!” It’s either going to work or not. Any of you skeptics want to point out why not? Not a familiar name? Sketchy on technique? Questionable rotations? Not a good communicator? I mean shit, give the guy a chance.
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Why won't Nikki Haley be the first female POTUS?
Round is, indeed, funny