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[@UnintendedCons5](/creator/twitter/UnintendedCons5)
"No shit IEA (and GS and more) are far too low on demand estimates 👇 Someone alert @JavierBlas when hes done swimming in his oil pool"  
![@UnintendedCons5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1255589015996096512.png) [@UnintendedCons5](/creator/x/UnintendedCons5) on [X](/post/tweet/1947681261595856901) 2025-07-22 15:32:53 UTC 3311 followers, XXX engagements


"Phaw. Swimming in oil - @JavierBlas These ground level operators know nothing about spreadsheets"  
![@UnintendedCons5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1255589015996096512.png) [@UnintendedCons5](/creator/x/UnintendedCons5) on [X](/post/tweet/1948158471800766542) 2025-07-23 23:09:09 UTC 3309 followers, 4503 engagements


"@GoldmanSachs quietly revising their inventory forecasts lower without admitting it. Shame. The first: 7/22 the 2nd 7/14 3rd 4/21. The giant build keeps getting pushed forward"  
![@UnintendedCons5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1255589015996096512.png) [@UnintendedCons5](/creator/x/UnintendedCons5) on [X](/post/tweet/1948231171999240292) 2025-07-24 03:58:02 UTC 3310 followers, XX engagements


"Brig drop in refinery margins big rally in spreads. The latter I think was all the med loading concerns. The former - well havent seen a fall like that in a while"  
![@UnintendedCons5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1255589015996096512.png) [@UnintendedCons5](/creator/x/UnintendedCons5) on [X](/post/tweet/1948454782232080446) 2025-07-24 18:46:35 UTC 3309 followers, 1374 engagements