evening wrap, may 11 (correction)
lol. quite a difference but still the point is the same..
I wrote: “If China continues to import 3.5 mm fewer barrels per day for 30 days that returns over a billion barrels to the net supply equation. Sixty days 2 billion barrels flowing out of demand. China would like that especially at $100/barrel.”
Should read: If China continues to import 3.5 mm few…


