market vibes

market vibes

evening wrap, may 11 (correction)

Alyosha's avatar
Alyosha
May 12, 2026
∙ Paid

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…

User's avatar

Continue reading this post for free, courtesy of Alyosha.

Or purchase a paid subscription.
© 2026 Alyosha745 · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture