Aramco May Push OSP Release to June 7‑8
The V7, the group of 7 in OPEC+ will meet on June 7. Historically, they met earlier than the 5th of each month and Aramco issues its OSPs on the 5th. Reason? Two meetings are scheduled that day: the 41st OPEC & Non-OPEC Ministerial Meeting and the 66th JMMC. Therefore, Aramco might delay OSP announcement until June 7 or 8.
V7 Lifts OPEC+ Output Ceiling by 188,000 Bpd
OPEC+ group of 7, which I call now "V7," decided to increase production ceiling by 188 kb/d. Link: https://t.co/ENROe7PQye https://t.co/5nt5jnaFhJ
Japan's Crude Shortage Forces Rare Mexican Purchases
Japan needs Canadian crude oil, but can’t get it. Why? There’s no additional export capacity. That’s why Japan is making rare purchases of crude from Mexico.
Electrify Everything: India's Shield Against Global Risks
🇮🇳I would take him seriously only if his group repays the direct and indirect subsidies received from governments inside and outside India. He appears to be talking his own book India's Best Defence Against Global Risks Is To Electrify Everything," Says...
Iran's Oil Cuts Aren't Catastrophic, Past Cuts Proved It
The level of nonsense about Iran’s oil production in the media and social media is insane. Ok, they cut production. So What? They’ve cut production by over 50% before — fields stayed fine, system didn’t collapse. https://t.co/VG4B5bTmNy
Ignore OPEC+ Rumors; Follow UAE’s Clear Official Stance
💠The sheer volume of nonsense being published about the UAE’s exit from OPEC+ and its supposed impact on the oil market is astounding. 💠The UAE’s official statements are crystal clear. Stick to them and pay close attention to the details. 💠Want to...
Mercuria Sues Baltic Exchange over Oil Benchmark Dispute
Trader Mercuria Sues Baltic Exchange Over Oil Shipping Benchmark @mercoglianos Your insights are greatly appreciated... What is this about? Who is right? Who is wrong? https://t.co/APklqy3wB4
Indian Cows Provide Biogas Solution for Middle East Energy Shortage
The problem with such stories is that such a thing has been going on for years... India's cows offer biogas alternative to Mideast energy crunch https://t.co/PYQSiYYkKx
India Shifts to Venezuelan Crude, Reducing Iraqi Imports
🇮🇳🇮🇳🇮🇳 12 million barrels of Venezuelan crude are sailing to India on 6 supertankers. This should replace a good chunk of the Iraqi oil India used to import Map form @Kpler
Brent Hovers Near $124, Market Awaits First Blink
Brent (June) exceeded 126/b earlier, now around $124/b. Bottom line: Who is going to blink first?
Distillate Stocks Hit Historic Lows, Diesel Prices Surge
Distillate Inventories to Plunge to Historic Lows and Diesel Prices Head for Records US Inventories, Exports, Imports, and Refinery Utilization (12 Charts). https://t.co/6OOFLjRzqS
1997 UAE‑OPEC Paper Disproves Current Media Narratives
My first paper on the UAE and OPEC was published in 1997. The analysis from back then debunk most of what you’re hearing in the media today.
WSJ Repeats Our Client Insights After Seven Weeks
The Wall Street Journal is now telling its readers what we shared with our clients and readers more than seven weeks ago. Subscribe here: https://t.co/uge5K5nfvA
US Crude Stocks Drop; Distillates Hit 5‑year Low
EIA: US crude oil inventories decreased by 6.2 mb to 459.5 mb Significant products draw Distillates inventories are below the 5-year range https://t.co/s54OTlsxtI
Post-Hormuz Crisis Redefines Global Landscape Forever
Let me repeat what I've emphasized before: The post-Hormuz Crisis world will be radically different from the one we knew before. This is a life changing event for nations, governments, thinkers, businesses, and individuals.
OPEC Offers Free, Transparent Data Through Dedicated App
OPEC Secretary General, Haitham Al Ghais, emphasized that OPEC provides free data available to everyone in various means, including a special app. He highlighted that four key words define this publication: 🟥Transparency 🟥Comprehensiveness 🟥Objectivity 🟥Collaboration @OPECSecretariat...
Hormuz Insurance Remains Critical Amid Global Energy Turmoil
⭕️UAE Exits OPEC: Implications for Global Oil Markets ⭕️Oil & LNG Tankers Transit Hormuz: What About Insurance? ⭕️The Media Hype Around Iran’s Oil Storage Situation ⭕️Aramco OSPs: Will They Lower the Premium? ⭕️Malacca Strait: The Next Flashpoint? ⭕️EU Jet Fuel Crisis: One Among Many ⭕️Vietnam to...
Morocco's Power Mix: 25% Renewables, Still US Coal‑Dependent
About a quarter of Morocco’s electricity generation comes from renewable sources. However, coal remains the dominant fuel. Most of the country’s coal imports come from the United States.👇👇
Brazil Faces Loss as Russian Diesel Rerouted to Asia
Russian diesel shipments are being diverted from Brazil to other destinations, possibly Asia. 🇧🇷What would Brazil do?
Shell's $14B Deal Marks Biggest Acquisition in Decade
Shell to buy Canadian shale company for $14 billion, in what would be oil giant’s biggest acquisition in 10 years https://t.co/Bk5GBjmp6I
Iran Nuclear Issue Masks Broader Trade War Agenda
Iran’s nuclear program?… or is this just the latest chapter in trade wars, sanctions, tariffs, Panama Canal, Red Sea, Venezuela, and Greenland?
Speculators Anticipate Desperate News to Drop Brent
🙈Tomorrow morning, right before US markets open — what’s the desperate news they’re releasing to drive Brent back down to the mid-$90s? Any Guess?
Global Chokepoints Under Siege: Next Target?
🎯Panama Canal kicked it off, Red Sea followed (Suez Canal and Bab Al Mandab), now Hormuz Strait. 🎯Next target?
Predicted 2007 Crisis Still Unfolding Today
and therefore, just the like the nuclear claims, this is a never ending crisis.. .. Exactly as I predicted in 2007: https://t.co/hiYrrc9i5B
Officially Open Strait, Yet Tankers Remain Stuck?
🔷If both Iran and the US officially announce the Strait of Hormuz is open, will the stranded tankers actually cross? 🔷Exactly. 🔷I rest my case.
Indonesia to Halt Diesel Imports, Adopt 50% Biodiesel
But how are they going to get the methanol? 🇮🇩Indonesia to stop diesel imports as it shifts to 50% biodiesel blend: Minister https://t.co/27q2lgdFzS
U.S. Diesel Exports Surge to Record High in April
🔥After jet fuel exports reached a record high in March, U.S. diesel exports are now hitting a record high in April.
China Eyes Power of Siberia 2 Amid US Hormuz Threat
🔥🔥🔥Here, form September 11, 2025: "If you look at it from a Chinese point of view, it's not Iran who is going to close the Hormuz Strait. It's the US who is going to close Hormuz Strait, and therefore they...
Who Benefits From Iraq’s Economic Collapse? Iran’s Motives?
I'm genuinely looking for answers. Who has an actual interest in the collapse of Iraq’s economy? And why would Iran want that to happen?
Third‑party Threat Materializes in Bab Al‑Mandab, Not Houthis
For those who attended the last two Spaces, I told you the fear in Bab Al Mandab is not from the Houthis, but from third parties…. Now it happened. Here:
Mexico-Japan Oil Trade Remains Sporadic, Future Uncertain
🇯🇵🇲🇽 The last oil shipment from Mexico to Japan was in October 2023, and the previous one was in April 2022. Will we see steady shipments going forward?
Sanctions Block Russian LNG, Not Crude, Through Red Sea
Explain this: The green arrows in the Red Sea show tankers carrying Russian crude oil. The second image shows the same area with no arrows at all — indicating zero LNG carriers passing through. The third image shows...
Geothermal Gains Momentum, Yet Subsidy Skepticism Persists
I like geothermal energy, I do not like the subsidies. Geothermal energy bill advances at the Colorado Capitol https://t.co/rcZo3dAey4 via @coloradosun
Iran Conflict May Trigger Oil Crisis, Global Collapse by May
Amid the Iran war, a major warning about the deepening oil crisis, the global economy could collapse by May https://t.co/kpHXhifaXs
Trump Confirms US Desire to Close Hormuz Strait
💥President Trump has admitted he wanted the Hormuz Strait closed. 💥We knew from June/July and later in November that Washington wanted it closed. 💥We know the largest beneficiary from closing it is the U.S. And I told you that since day one. ...
Demand Destruction Is Permanent; Demand Decline Can Rebound
For the 100th time, demand destruction is one thing, demand decline is another. The first is gone for good, the second is recoverable. https://t.co/f9EpuJ1EP4
Supply Vs. Demand Oil Shocks: Asymmetric Realities
Oil demand shocks are one thing; oil supply shocks are another. Nothing is symmetric. Even government policy responses are different. Comparisons among various shocks in the last 50 years are not an easy task. They require detailed knowledge of: 1. history 2. geography 3....
US Oil Rig Count Drops 3: Real Decline or Relocation?
US oil-directed rig count declined by 3 last week. Is this actual decline or "relocation"?
Saudi Oil Export Revenue up $100 M YoY in February
Press the translate button.... but remember: 1- cost of diversion is high 2- they have massive losses in NGLs, petrochemicals,and other sectors
Vietnam, Philippines Face Sharpest ASEAN Inflation Due to Iran War
Talking about demand decline? here are additional examples ASEAN inflation: Vietnam and Philippines hit hardest by Iran war https://t.co/5t6VZtznvz
Iran's Oil Still Flowing Despite Blockade, Analysts Misread
Can Iran Keep Pumping? The Blockade’s Impact on Oil Production, Exports, and Storage Analysts missed many facts about Iran's ability to generate revenues (with 4 charts) https://t.co/OARSMvZ93z https://t.co/99em4f6lOY
Diesel Inventories Plummet, Prices Set to Hit Records
Watch diesel inventories. As I mentioned in various reports, I expect record-low diesel inventories with record prices.
China’s Record Oil Stockpiles Signal Hidden Market Insight
China's oil inventories are at record high.. What do the Chinese know that we don't? Daily Energy Report Link: https://t.co/yJIG1S9GHe
U.S. Navy Boards Sanctioned Oil Tanker Safely in Indian Ocean
U.S. forces board a sanctioned oil tanker 'without incident' in the Indian Ocean Map form @Kpler https://t.co/jqhC9bZpvJ
Early US Shale Shift Drove Profitable International Expansion
This is important. The shift to international market after realizing the seismic shift in US shale early paid off.
Rajasthan Refinery Fire Adds to India's String of Woes
"Misfortunes never come singly" 🇮🇳Fire breaks out at refinery in India's Rajasthan, local media reports
Hormuz Tension Leaves Dollar Dominance Unshaken
🔥The Hormuz Crisis: ▪️Pricing oil in US dollar is intact ▪️The GCC's dollar peg is intact
Drone Strike Sparks Typical Oil Tank Blaze, Not Apocalypse
Some social media accounts are exaggerating the impact of the attack. If you watch the video yourself, you’ll see that the storage tanks are on fire — and that’s it. The tanks contain oil, so heavy smoke and large...
Unverified Hormuz Crossing: UAE Oil Tanker Likely Loaded Elsewhere
A Suezmax tanker loaded with 1 mb of UAE oil is heading to Korea. Korean media & others say it crossed the Hormuz Strait — but there's NO evidence-- yet. It probably loaded at Fujairah or through STS transfer. Map...
US LNG Dominance Secured by Hormuz Tensions and Sanctions
US LNG Dominance Set to Continue for Years, Strengthened by the Hormuz Crisis, Australia’s Left-Leaning Government, and Sanctions on Russian LNG LNG has emerged as one of the key pillars of U.S. national security and a powerful foreign policy tool. All...