Just Another Pod Guy(@TMTLongShort):The VZ deal matters because it means the admin can aggressively drawdown the SPR well past critical levels without political pushback when the Iran theatre inevitably escalates. They’ll argue it’s a virtual SPR even if logistically it’s a thousand miles away. And like I said before despite the difference in grade the narrative of LT supply oppty provides incremental leverage in a Canadian trade dispute. Timing is also critical. The US is about to shock global oil infrastructure and it is acting with inside information given it is the primary agitator. If they had waited a year the VZ deal terms would be far less advantageous.

2026.08.29 20:25

The VZ deal matters because it means the admin can aggressively drawdown the SPR well past critical levels without political pushback when the Iran theatre inevitably escalates. They’ll argue it’s a virtual SPR even if logistically it’s a thousand miles away. And like I said before despite the difference in grade the narrative of LT supply oppty provides incremental leverage in a Canadian trade dispute. Timing is also critical. The US is about to shock global oil infrastructure and it is acting with inside information given it is the primary agitator. If they had waited a year the VZ deal terms would be far less advantageous.

218

コミュニティへ転送

人気のあるユーザー