Looks like US oil production is stalled (Mike reporting EIA number at 11.6M for 7 weeks) until the firms and more importantly banks can get some guarantees ….Dimon coming up with a figurative “Marshall Plan” as a carve out against Democrat ESG (Extremely Stupid Girls) policies is pretty savvy.. Its an effective test for Biden people... iow if Biden people don’t go for this "Marshall Plan" thing then you know they are bull shitting and you don’t do it…Our #EFT man @SullyCNBC reporting this morning on JP Morgan’s CEO Jamie Dimon floating concept of energy Marshall Plan to enhance #EnergySecurity. just another step along the way to a return to record levels of US oil and gas production. #TrautworthyBarrels— Dan Pickering (@pickeringenergy) March 23, 2022 Setting up as Dimon vs Fink:Forcing
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Mike Norman writes Trade deficit
Mike Norman writes Bond market now pricing in one 25 bps rate cut by Fed in 2025
New Economics Foundation writes What are we getting wrong about tax
Sandwichman writes The more this contradiction develops…
Looks like US oil production is stalled (Mike reporting EIA number at 11.6M for 7 weeks) until the firms and more importantly banks can get some guarantees ….
Dimon coming up with a figurative “Marshall Plan” as a carve out against Democrat ESG (Extremely Stupid Girls) policies is pretty savvy..
Its an effective test for Biden people... iow if Biden people don’t go for this "Marshall Plan" thing then you know they are bull shitting and you don’t do it…
Our #EFT man @SullyCNBC reporting this morning on JP Morgan’s CEO Jamie Dimon floating concept of energy Marshall Plan to enhance #EnergySecurity. just another step along the way to a return to record levels of US oil and gas production. #TrautworthyBarrels
— Dan Pickering (@pickeringenergy) March 23, 2022
Setting up as Dimon vs Fink:
Forcing behavior into starvation for many … with a shit eating grin. This is amazing hubris at the head of the #ESG Snake. He must be limit long oil. $USO https://t.co/ZOSeC5JRGj
— Tony Greer (@TgMacro) March 23, 2022