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https://www.rudaw.net/english/kurdistan/27092022

KRG putting its financial commitments to the oil sector in order is essential for future IOC’s large scale investment and development due diligence ,GKP debt free oil producer with large field upside development prospects route to the European market is a prime target

https://markets.businessinsider.com/news/commodities/oil-price-outlook-brent-crude-100-supply-shortage-russia-jpmorgan-2022-9

A good breakdown of what’s coming next for the oil market and the collective catalysts to re balance the financial market divergence to the organic reality of a tightening supply dynamic

https://twitter.com/staunovo/status/1574428798338179073?s=46&t=DlsU3DzdcbjAB1QxB4AUxw

A lot of effort and most noted stored oil reserves has been put into making Biden look good in the midterm elections the manipulation can not last much longer, strong oil prices moving into the end of 2022

https://twitter.com/staunovo/status/1573396209930305543?s=46&t=GuEFSIAKBMqoRZOJrQhb5g

Net long oil futures contracts increased and net short decreased once again the divergence between the financial volatility inter day in the oil sector and the approaching reality the the SPR releases are soon coming to an end which will likely push oil above and $100 is obvious Russias latest move will only galvanise Europes resolve to stop consumption of Russias Oil and gas also the US will ensure Kurdistans Oil continues to flow

https://www.reuters.com/article/usa-oil-spr-idUSKBN2QK1HL

165 million barrels released by November from the SPR what does this say about the oil supply moving forward the market is very tight, the demand for future oil development and production will be massive

Warren Buffett quote comes to mind “ In the short run , the market is a voting machine, but in the long run it’s a weighing machine “
Once the SPR releases are exhausted and the volatility subsides in the oil futures market, price stability and the Delta between GKP’s trading price and the general sector value metric should lift the share price towards fair value.

https://twitter.com/staunovo/status/1570859628984139776?s=46&t=GF9OcRtov7yrL5T0W7pu1g

Money managers closing short positions as the SPR releases cycle approaches the end date October / November just in time for the US mid term elections

https://twitter.com/eri****tall/status/1570438233023995909?s=46&t=bXg-QS-DwGrbEZ0FHpA24w

The financial market price for oil is not representative of the organic reality on the ground 8 million barrels released in a single week alone from the SPR

https://www.iraqoilreport.com/news/iocs-double-down-on-kurdistan-despite-legal-threats-45123/

Threats will not stop the momentum Europe needs energy security and the US will support and promote it.

https://twitter.com/staunovo/status/1567739877340446720?s=46&t=4mphiTW62wtWmxG2WzrvUg

Switching from Gas to Oil to generate electricity in Europe will reinforce the energy reality check hydrocarbons are a strategic essential investment base

https://twitter.com/staunovo/status/1567547057669394433?s=21&t=2q2tMaijh_oB33G5NqlQ8w

What would the supply to demand differential be without millions of barrels released from the SPR’s this is likely to end with a massive short squeeze

https://twitter.com/eri****tall/status/1567513075972034563?s=21&t=tuHO2-6gGkHx0jwYPYcifA

The SPR manipulated price will not last for every the tanks are getting low once the political games are replaced by reality the price will strengthen

https://twitter.com/tompaja/status/1567173225758482434?s=21&t=-ZTiakIELXvEr125p_w4Bg

The oil market is consuming the organic supply and the massive SPR releases once this swings back to the unsupported organically supplied market price discovery will push oil prices higher

https://twitter.com/eri****tall/status/1565452066537066500?s=21&t=c552u2ZOb_pZUNEi0aZ37Q

https://twitter.com/eri****tall/status/1565452066537066500?s=21&t=_Np3Oq-BSwbKUSBvS3hCeQ

Hope you can open the links interesting charts showing how limited the prompt oil supply really is subtracting SPR releases and the shortfalls becomes much more of an issue

https://twitter.com/eri****tall/status/1565415031092699138?s=21&t=juqQUFkZ5Zmi6Kbso4RYVw

Looks like pressure and momentum is building the political instability is Iran panicking that they will have a western friendly Kurdistan with the financial and political power IOC s can bring to field development , all oil fields have complexity linked to production and is overcome with technical support and investment , money and the need for energy security will transcend the problems and open the door to field future development

https://twitter.com/deitaone/status/1564165502787796992?s=21&t=H4HuvX-KGHNAPymDd2KGlQ

Changing global energy infrastructure and increasing electricity generation to replace the massive amount of BTUs consumed every day with hydrocarbon consumption is a monumental task that in it’s self would require immense construction projects consuming vast resources and energy

https://twitter.com/amena__bakr/status/1564191712032989184?s=21&t=l6Oee4BvXcmm-Pk_j1jBMA

https://www.reuters.com/business/energy/us-crude-spr-hits-lowest-level-since-january-1985-2022-08-22/
A misconception we are at peak oil prices and profits millions of barrels of temporary supply will soon be choked off , underdeveloped field must be looking very attractive to IOCs