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By cutting costs, Volkswagen targets >6% operating margins

Gulf States are not hostages of #oil prices (as in past times), according to the Master. Take that into account when you think about investing in oil under certain assumptions 🧐

New car sales +8% YoY..... 🧐 Mix economic signals non-stop since Covid era. We are at the gates of a recession or not?

If the luxury segment in Asia drops.... take a look at the rest of the economy and prepare yourself 🙄 Not the great omen for oil demand among other things....

"Crude imports in China, India, and the US are lower than expected" 🧐 Weak demand. For months now. And at the gates of a possible recession....

Petrobras $PBR

I see here interesting correlations... 🧐 Not a good chart if you don't want a huge drop in the stock Market 🙄

$META, not that way 😡

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I like this: "Assets > income" With current/future rate cuts, inflation to the moon 🌛 and the consequence is that scarce assets also to the moon..... Good for owners of those assets, bad for the rest of society 🤷‍♀️

- Inflation to the moon ✅ - Scarce assets to Mars ✅ - Quality of life to the underworld ✅🙄

#oil 🛢️🛢️ I always comment, based on data I've read along the last years, that OPEC spare capacity is around 2.5 MM Bbl, but look at the figures of Mr. Stahel, he estimates that it could be (to be modest) around 4 MM Bbl 😱🧐 Take that into account when you invest in oil 🤝

An ABSOLUTELY MUST read by Lakshmi Sreekumar from Capital One on #oil Thx. a lot Mr. Stahel for sharing 🙏

$NFE New Fortress Energy As I suspected (well, in fact as I hoped 😉) the NFE guys are not dumb and want to sell the #natgas volumes from its FLNG1 in the spot market "The estimated excess value to deliver in the next 3 years COMPARED to long-term contracts..." 😍

Diesel-to-LNG for heavy transportation in China 🇨🇳 You heard it here first 😉 Now happening in India too 🇮🇳