Alexander Stahel 🌻 ✓

@BurggrabenH

Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)

144 325Followers

5 874Following

44 931Posts total

159.9KViews on collected posts

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

90.3K3 Apr

4.2K

36.1K

3.7K

4.1K

3.1K

7.1K

7.4K

313

3934 Apr

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.29%3 Apr

1.11%

0.10%

0.90%

0.83%

1.02%

0.77%

0.78%

0.64%

1.53%4 Apr

Reactions — likes, reposts, replies and quotes — divided by views.

What the audience does

Likes67.1%498 in total

Reposts5.5%41 in total

Replies6.1%45 in total

Quotes0.9%7 in total

Bookmarks20.4%151 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

@BurggrabenH Finally, someone sees it correctly. You don't have to have huge storage if you are an exporter. 393 views · 4 likes · 0 reposts · 2 replies 04 Apr 2025 · Open on X →

@BurggrabenH Key concept few understand. Well done sir. 313 views · 1 likes · 0 reposts · 1 replies 03 Apr 2025 · Open on X →

PS: here is a list of knowledgeable accounts with vastly different backgrounds that call it as they see it in oil... @BrentRuditLeo @cbjom @OilCfd @JavierBlas @UrbanKaoboy @ed_fin @MaleehaMBCC @Rory_Johnston @Big_Orrin @Iris62655179 @JoeBeattie11 @ManchesterUtd81 7.4K views · 46 likes · 2 reposts · 10 replies 03 Apr 2025 · Open on X →

My message? Don’t fall for misleading perma-bull arguments. This has been—and remains—a structural bear market since late 2022. 2025 looks especially risky. As for U.S. crude inventories, they actually seem a bit high from a better perspective. 8/n Thx US Crude Oil Inv ex SPR 7.1K views · 50 likes · 1 reposts · 3 replies 03 Apr 2025 · Open on X →

For perspective, the U.S. still imports about 2.5 million barrels per day (net). However, that’s a 75% reduction from ~10 million barrels per day in 2010—a massive shift in energy independence! 6/n US Net Crude Imports (in kbpd) https://t.co/bZOdpJKWvS 3.1K views · 30 likes · 1 reposts · 1 replies 03 Apr 2025 · Open on X →

Back in 2010, the U.S. imported 10 million barrels per day, mostly from the Middle East—and we all know what that meant (Iraq wars, geopolitical entanglements, etc.). Those days are over, at least for now, thanks to U.S. shale and Canadian heavy. Ok, Mexico plays a role too. In 3.1K views · 25 likes · 0 reposts · 1 replies 03 Apr 2025 · Open on X →

Canadian oil imports are crucial for the U.S. refining system to achieve the right crude mix. U.S. shale oil is too light & sweet on its own, meaning refiners need heavier Canadian crude to balance the blend and optimize product yields. The extra light oil it doesn't need is 4.1K views · 31 likes · 1 reposts · 1 replies 03 Apr 2025 · Open on X →

What’s certain is that the U.S. has become far more geopolitically self-sufficient in oil in 2025 vs 2010. This is driven by tripled domestic production (!) and captive Canadian heavy oil imports, which—due to their dedicated pipeline system—must be exported to the U.S. for now. 3.7K views · 31 likes · 0 reposts · 2 replies 03 Apr 2025 · Open on X →

Including SPRs, the picture looks more normalised - but not tight. But does the US really need 700mb of strategic reserves in 2025? I don't think so. 3/n US Crude Inv incl SPRs https://t.co/BAbLYuua8V 36.1K views · 28 likes · 0 reposts · 5 replies 03 Apr 2025 · Open on X →

The problem with their logic? a) The U.S. is no longer the marginal importer of crude oil—Asia is (or was). b) U.S. inventories are artificially high on a 10-year average due to the shale boom, which took off in 2014. Shale growth and Covid distort the data, keeping inventories 4.2K views · 45 likes · 1 reposts · 1 replies 03 Apr 2025 · Open on X →

On this platform, certain perma bulls keep pushing a bullish crude narrative based on relative U.S. inventories—day after day, for three years now. Their logic: Total U.S. crude inventories (including the SPR) are at 838 million barrels (orange line), 200 million barrels below h 90.3K views · 207 likes · 35 reposts · 18 replies 03 Apr 2025 · Open on X →

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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