Alexander Stahel 🌻 ✓
@BurggrabenH · Zug, Switzerland · joined 22 Oct 2014
Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)
144 536Followers
5 881Following
44 953Posts total
235.2KViews on collected posts
Latest posts
Looking for new posts…
🚨Dear all,
The fraudsters and impersonators have migrated from X to pretty much every social-media platform these days, including Substack, Telegram and even WhatsApp.
Please note: I will NEVER reach out to you, directly or indirectly, to solicit your business, offer https://t.
6.1K views · 46 likes
· 9 reposts · 1 replies
Open on X →
@BurggrabenH Dear Alex, your ability to read the commodity markets in their complexity Is unmatchable. Tank you for sharing it.
Btw I guess you left the side lines and enter the markets again. Or am I wrong?
6.9K views · 1 likes
· 0 reposts · 1 replies
Open on X →
Good morning Vietnam… https://t.co/2omIObrwmT
10.6K views · 128 likes
· 20 reposts · 1 replies
Open on X →
Brent at $96. European diesel at $191.
The oil crisis has migrated downstream: damaged refineries, reduced runs, the wrong grades, depleted stocks & freight consuming the arb.
Crude is available. The product the world needs most - diesel - is not. The Great Value Migration in
29.5K views · 365 likes
· 63 reposts · 20 replies
Open on X →
@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
Open on X →
@BurggrabenH Key concept few understand. Well done sir.
313 views · 1 likes
· 0 reposts · 1 replies
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
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
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
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
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 now
4.1K views · 31 likes
· 1 reposts · 1 replies
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
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
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
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
Open on X →
Against accounts of the same size
6 posts from the last 90 days, next to the 100K–1M follower range. shown widely, but few of those viewers react.
Median views8 939this account5 983median for 100K–1M
Reach, %6.18%this account1.49%median for 100K–1M
Engagement, %0.58%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 8 939 | 5 983 | 1.49× |
| Reach (views ÷ followers) | 6.18% | 1.49% | 4.15× |
| Engagement rate | 0.58% | 0.93% | 0.62× |
Others in this range → Compare with another account → How these benchmarks are built →
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
3.7K3 Apr
4.1K
3.1K
3.1K
7.1K
7.4K
313
3934 Apr
29.5K7 Sep
14.8K
10.6K
6.9K8 Sep
7.2K9 Sep
6.1K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.90%3 Apr
0.83%
0.83%
1.02%
0.77%
0.78%
0.64%
1.53%4 Apr
1.54%7 Sep
0.24%
1.42%
0.04%8 Sep
0.17%9 Sep
0.92%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes70.0%1 084 in total
Reposts8.7%134 in total
Replies4.4%68 in total
Quotes1.2%18 in total
Bookmarks15.8%245 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.
Similar accounts
Irish Examiner
@irishexaminer
289.1K followers
· 565K posts
El Trumpista ✓
@ElTrumpista
289.1K followers
· 55K posts
Katee Sackhoff ✓
@kateesackhoff
289.1K followers
· 12.7K posts
TTI ✓
@TikTokInvestors
289.1K followers
· 25.9K posts
Learn Things
@LearnThinx
289K followers
· 1.6K posts
Lalit Keshre ✓
@lkeshre
289K followers
· 554 posts
Tone Vays ✓
@ToneVays
289K followers
· 29.8K posts
Sonia Shenoy ✓
@_soniashenoy
289K followers
· 12.3K posts