First of all, thanks everyone for subscribing! I’m not totally sure what I’m going to actually do with this substack yet. For now, I’m just going to take my longer tweet threads and mostly copy-paste them here with light editing. So, this is a collection of ~3 of my tweet threads on oil, storage, and so on.
Commodities runway
Commodities runway
Commodities runway
First of all, thanks everyone for subscribing! I’m not totally sure what I’m going to actually do with this substack yet. For now, I’m just going to take my longer tweet threads and mostly copy-paste them here with light editing. So, this is a collection of ~3 of my tweet threads on oil, storage, and so on.