Unprintable Molecules

From Grok:

The “unprintable molecules” line comes straight from Jeff Currie (ex-Goldman, now Carlyle) & James Gutman.In their March 17 article “You Can’t Print Molecules”:

Paper futures ~$100/bbl
Physical Asia crude: $130–$170+
Refined products: $200+

Key quote: “You cannot borrow molecules from the future.”

You can print money & contracts.
You cannot print real hydrocarbon molecules.

Full piece: https://www.carlyle.com/carlyle-compass/you-cant-print-molecules

(Builds on their earlier “A Crude Awakening” report)

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2 responses to “Unprintable Molecules”

  1. Thank you all who research and post updates 24/7. I deeply appreciate the time, effort and consideration you all put forth during this sad time. America must and will repent for her sins. Watching God’s plan…

  2. […] export hubs, and export infrastructure — hitting physical “molecules” exactly as Jeff Currie described. Here is the full picture across all energy types, including the Saudi Red Sea […]