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Mason Hamilton🛢📊⛽️
13.2K posts
Mason Hamilton🛢📊⛽️
@T_Mason_H
VP of Econ & Research @APIenergy. Coming up with 61.8% good ideas, 38.2% bad. Energy analyst, meme enthusiast. Ex-EIA, DOE, IEF. Have a nice day. Tweets my own!
Joined February 2011
- For what it's worth, here is my non-conspiracy, non-financially motivated, theory on what's going on with U.S. weekly motor gasoline product supplied versus retail-oriented data.
- Wanna see something crazy?... If my energy conversions are correct, Newcastle Coal is now pricing $2.37/MMBtu OVER Brent crude oil, and $3.47/MMBtu over WTI crude oil. Yes, you read that right COAL > Crude oil...
- The port of Baltimore is a significant distribution hub for petroleum products in the Central Atlantic (PADD1B). With the collapse of the F. S. Key bridge, the all of the terminals within the harbor are blocked. More to come - stay tuned.
- Please unfollow anyone who tweets about record U.S. crude oil production based on EIA's weekly data - they're leading you astray.
- Why does the United States still import crude oil? Answer: Not all crude oil is the same. The U.S. produces more light crude oils, but U.S. refineries are geared to process medium-heavier crude oils. This difference is made up with imports of heavy crude oils - mainly from Canada
- On conference call Host: "Mason, what's your assessment of the oil market?" Mason: *Turns off mute {Sounds of screaming baby and young child, loud banging, neighbor's saw} Mason: *Turns on mute Host: "Understood"
- Tonight - I think I’ll release my Strategic Poplar Reserve (SPR), in the dead of night, all by myself, with a nice glass of bourbon. Because I can.
- Personal news: After nearly 8-years of working with the brilliant and wonderful people of @EIAgov and @fossilenergygov, I’m happy to announce that in 2021, I’ll be joining @IEF_Dialogue as a Special Assistant to @IEF_sg for Analysis, Strategy, and Engagement.
- 🧵on U.S. distillate (diesel) markets #OOTT Long story short - the U.S. East Coast had a large part of it's import blanket pulled out from under it.
- Replying to @T_Mason_HBased on some quick research: Approximately 116,641 retail stations in U.S. Average storage onsite of 30,000-40,000 gallons of gasoline (714-952 barrels) That means there's between 83 million and 111 million barrels of gasoline storage capacity at retail stations in the U.S.
