Hormuz Crisis Drowns Out Other Potential Headlines
Hormuz crisis suck the air out of what would have been big news, like the one below. Press the translate button
US Hits Record Petroleum, Naphtha, LNG Exports Post‑Hormuz
Most recent interview.... Note: New record highs for the US after the closure of Hormuz: 🎯Export of petroleum products 🎯Exports of Naphtha 🎯Exports of LNG
Geopolitics Drive Record US Oil Exports and Price Surge
🎯 Following the Hormuz Crisis, U.S. exports of petroleum products surged to a record high last month as Europe suffers for high diesel and jet fuel prices, while Venezuela’s crude oil exports reached their highest level in six years. 🎯Following Trump's...
OPEC Warns Oil Demand Forecasts Miss Rising ICE Sales
OPEC researchers raise a very important point here. A major oversight in forecasts predicting a sharp drop in oil demand from rising EV adoption is the failure to account for the ongoing growth in internal combustion engine (ICE) vehicles. Ironically,...
Inquiry: Did Sohar LNG Cross So
Hello @TankerTrackers Has "Sohar LNG" crossed the SoH? If yes, did it go through the Omani waters or the international lanes? Thank you.
Trump Flips Brent From Red to Green, up 8%
Brent is up 8%.. It was in the RED but Trump moved it to the GREEN
Massive Green Line of Saudi Oil Tankers Heads to Asia
Wow — look at that long green line of supertankers carrying Saudi oil from the Red Sea straight to Asia. https://t.co/T1XMsEvyI4
Learn From Hormuz Crisis: Rethink Gas Export Strategies
The reshuffling of gas and LNG exports as the Hormuz crisis move to its second month is an experience that we need to learn form.
Iran's Illogical Oil Strikes Ignore Real Supply Routes
Legitimate questions: 🚨An oil facility that cannot export anyway due to the ongoing crisis at the Strait of Hormuz. Given the limited number of missiles and drones available to Iran, why use one to strike such a facility? 🚨An oil tanker that...
LPG Shortages and Price Spikes Hit South Asia
🇵🇰Pakistan LPG price surge intensifies hardship for citizens 🇧🇩A deepening shortage of LPG now grips Bangladesh’s domestic market. 🇰🇭Cambodia Races to Avert Fuel Crunch as Global LPG and Diesel Shortages Bite https://t.co/6D1Hdd0QGy
Indian Refineries Pivot From Europe to Africa
🇮🇳Indian refineries shifted their dependence on European markets to African markets. Tomorrow, Wednesday, we will publish a surprising chart about India in the Daily Energy Report: https://t.co/gGaADYgO1p https://t.co/LUhtseUn6Z
Iran's Ship Leverage: Hype, No Evidence Revealed.
🚨This is an issue we have been highlighting in our publications since last week: 🚨Hype... Hype... Hype. 🌍Where are the deals that India, Malaysia, and Pakistan supposedly made with Iran to allow their ships and tankers to pass? 🚢Where are the 20...
AI Data Center Backups Rely Heavily on Diesel Power
One side effect: most backup generation for AI and data centers runs on diesel or LPG.
Nine India‑bound Energy Ships Stuck at Hormuz
🇮🇳India: 9 India-bound energy vessels — carrying crude oil, LNG, and LPG — remain stranded at or near the Strait of Hormuz, unable to transit https://t.co/IzlRQxYqGH
Iran Conflict Triggers Worldwide Fertilizer Crunch, Hikes Food Prices
The war in Iran sparks a global fertilizer shortage and threatens food prices https://t.co/xpr9UOnHTZ via @mySA
Energy Markets Under Pressure: Supply Bottlenecks and Rising Costs
🌳Saudi Exports, Houthis, and the Bab el Mandeb Bottleneck 🌳Russia LNG Exports Set to Hit Record High Egypt’s Challenges: Typical of Every Developing Country 🌳Shipping Rates Are Up Again – Here’s Why King Coal: For How Long? 🌳EU Oil and Gas Pinch: The Never-Ending Crisis 🌳Cuba...
Trump Inadvertently
One of the ironies of the current war and the Strait of Hormuz crisis is that President Trump inadvertently helped GLOBALIZE China’s approach of tightly linking control over energy sources to national energy security. The long-term implications of this development...
Iran Closing Hormuz: The Bigger Conspiracy Theory
⭕️Again, if you think what I’m saying is a conspiracy theory, then consider this: ♦️Believing that Iran closed the Strait of Hormuz is the far bigger conspiracy theory. ♦️Think about it. ♦️How on earth could Iran — after weeks of...
Analyst Warns Oil Crisis Could Trigger May Economic Collapse
Global economy could collapse by early May: Analyst issues stark warning over oil crisis https://t.co/HeVyeLGS3s
Trump’s Iran Strategy Fuels U.S. Semiconductor Advantage
Trumps hidden win in Iran war How US could gain in semiconductors race https://t.co/YD7keFvYid via @business_today
Subtract 300k Bpd From 2026 Oil Demand Forecasts
⭕️For now, whatever your estimates of global oil consumption growth for 2026, subtract about 300 kb/d from it. This number will change as we move forward.
Hormuz Crisis Exposes Superpower Indifference to Global Lives
The international fallout from the Hormuz crisis and its unintended consequences have me wondering: Is this another global experiment? And if it is, do we have to wait until all the results are collected? I am just asking a question. ...
Five Tankers Load, Dozens Still Queuing in Red
While 5 oil tankers are loading at Once in the two Saudi ports on the Red Sea, count the tankers that are waiting to load (In red)
Arab Light Is Medium Sour, Not Brent‑compatible Light
💥Saudi Arab Light crude is not light; it is medium sour. Dubai/Oman crudes are medium sour. Brent is light sweet. Pricing Arab Light off Brent doesn’t make sense, whether geographically or quality-wise. https://t.co/AAkqiuh6HA
Oil Crises Predate Wars; 2026 Hormuz ≠ Ukraine Invasion
For thought leaders.. ♦️No one should compare the current 2026 Hormuz Crisis to Russia's 2022 invasion of Ukraine. These are apples and "orange bulldozers"! ♦️I challenge anyone to prove that the spectacular rise in oil prices in 2022 was...
Brent to Rise $10‑15 Post‑Hormuz, If No Recession
♦️It’s important to remember where we stood in early February compared to now. ♦️Here’s why: 🔹Before the Hormuz crisis, the expectation was for Brent crude to remain range-bound in the $60s, with only occasional spikes. 🔹Once the dust settles — a couple...
Biomass Becomes Primary Alternative Amid India's LPG Crisis
Yep, this was expected, not only in India, but in a large number of countries. Just waiting for the media to cover these stories. Biomass emerges as key alternative as LPG crisis deepens in India
India Mandates LPG-to-PNG Switch Amid Supply Crisis
🇮🇳At least they have this choice in India. Most of the developing world do not have this option. India Orders Mandatory Transition from LPG to PNG Amid Supply Crisis
LNG, VG, NEXT Surge After Australian LNG Outage
Looks like $LNG, $VG, and $NEXT are going higher and higher after the loss of Australian LNG. https://t.co/aF1BJEMbd2
UN Managed Iraq Oil Funds: 25% Reparations, 3% Fees
Remember this? After Kuwait's liberation, Iraq's oil revenues were placed in a UN escrow account, with the UN managing sales and purchases. Iraq paid about 30%—later reduced to 25% after 2000—for war reparations, while the UN kept 3% for administration...
Saudi Crude Exports Surge From Western Ports
A Picture Worth a Thousand Words: Saudi Crude Exports from Western Ports Continue to Rise https://t.co/fSDuoL9nVW
Aramco Redirects 4 M Bpd, Fastest Global Mitigation
Striking image: dozens of empty tankers queued up at Saudi Arabia’s Red Sea ports, ready to load oil. @saudi_aramco has diverted approximately 4 million barrels per day from its eastern fields to the west. Their rapid and massive response stands...
Trump Threatens Iran by Renaming Persian Gulf
Trump has many "weapons" to drive the Iranian regime crazy. Remember this from last May? Trump dropped the idea then for obvious reasons. Trump plans to announce that the US will call the Persian Gulf the Arabian...
Trump's Island Handover Could Give US Hormuz Dominance
⭕️I wonder how Iranian monarchists feel about President Trump returning the three islands (Abu Musa, Greater Tunb and Lesser Tunb) to the UAE. ⭕️The three small islands sit right at the entrance to the Strait of Hormuz. The last Shah ordered...
War Prolongs Oil Price Surge Despite SPR Release
With Brent crude around $109, following the decision to release 400 million barrels from the SPR, along with waivers for Russian, Iranian, and Venezuelan oil entering the market, the path is clear: The longer the war drags on, the higher...
Brent Near $108, Awaiting White House Price‑Cut Signal
Brent is close to $108. Will we hear a statement from the White House today that brings back to low $90s? 😉
Middle East Crisis Highlights Urgent Need for Energy Resilience
💠The ongoing crisis in the Middle East and its ripple effects on global energy flows serve as a stark reminder of how deeply interconnected our energy systems are — and just how vital reliable, uninterrupted energy supplies are to global...
U.S. Diesel and Jet Fuel Stocks Near Record Lows
Will U.S. diesel and jet fuel inventories decline to historic lows? US Weekly Oil Data: US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). Link: https://t.co/9fNzVH20GN
Stranded LNG Cargoes Lose Gas Through Boil‑off Evaporation
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
China Prepares for Imminent Hormuz Strait Closure
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
Hormuz Crisis Threatens Europe, Fuels US Inventory Uncertainty
🚨Hormuz Crisis goes global: Europe is heading for energy shortages, massive price spikes, and deeper reliance on Russian energy. 🚨What is next for US commercial crude inventories after the SPR release? Daily Energy Report https://t.co/W33F3aHN9V
Trump’s Oil Moves Undone by Zelensky’s Strikes
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Global Expert Offers Insight on Hormuz Energy Crisis
🌐I deliver presentations worldwide to companies and institutions on the ongoing Hormuz/energy crisis and the outlook for oil, gas, LNG, and energy markets (Via zoom and in person). 🌐Feel free to have your company contact me for more information https://t.co/Dq8hEDz5aE
OPEC+ March Crude Supply Hits 2020 Low
OPEC+ crude supply in March will be the lowest since the major production cuts during COVID lockdown in 2020.
Saudi Red Sea Exports Avert Major Hormuz Oil Disruption
Saudi oil exports from its Western ports on the Red Sea represented the most immediate and largest mitigation of the Hormuz crisis. Logically, any oil transported via pipelines from east to west and loaded at the Red Sea ports must be...
European Majors Eye US Gas as Future Energy
"Historically, European companies’ attempts to enter the US shale sector have been largely unsuccessful. The question is whether this time will be any different. What is clear, however, is that this move reflects a growing realization—even among European majors—that natural...
Hormuz Crisis Opens Historic Window for Canadian Oil
🇨🇦The ongoing Hormuz crisis presents a historic opportunity for Canada’s oil and LNG industries. 🇨🇦This is the moment. If we miss it, there may not be another. 👇👇👇 Daily Energy Report Link: https://t.co/9c26JYBjru
Relief Fails in Panic: Trump, IEA Miss Oil Reality
What Trump and the IEA Missed About the Oil Market: Relief Does Not Work When Markets Are in Panic Mode Daily Energy Report https://t.co/9c26JYBjru
Kazakhstan's Export Surge Signals Shifts for OPEC+
Kazakhstan's oil exports recovered: What are the implications for OPEC+ and the oil market? (SEE CHART) DAILY ENERGY REPORT https://t.co/3Iw9dtfnRU
Iran Blocks Strait, Traps 25 Million Barrels of Iraqi Oil
About 25 million barrels of Iraqi Basrah crude are trapped on tankers in the Gulf. Iran claims control of the passage — so why is it blocking Iraq’s oil? Does Iran want the Iraqi government to go bancrupt? العراق: نحو...
