𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲.
When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier.
Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage.
#oott #opec #investor
https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance
𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲.
When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier.
Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage.
#oott #opec #investor
https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance
𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲.
When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier.
Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage.
#oott #opec #investor
https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance
𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲.
When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier.
Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage.
#oott #opec #investor
https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance
𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲.
When crude flows shift, power shifts. The US net‑long energy exporter. Refined products? We’re already the world’s swing supplier.
Propane? We are the market.
#oott #opec #investor
x.com/mohossain/st... @ennovance