Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Third Manipulation Spike Pushes Brent to $104
Now, after the third incident of price manipulation, oil prices are rising again. Bent is about $104/b.
Iran Doesn't Charge $2M Per Ship for Safe Passage
A lot of nonsense spreading on social media about Iran charging $2 million per ship for safe passage
Kuwait Power Cuts Caused by Intercepted Rocket Debris
Power outages have affected several areas in Kuwait after falling debris from intercepted rockets or drones damaged and cut power lines
Ceasefire Won’t Resolve Underlying Middle East Crisis
“Ending the War Doesn’t End the Crisis”: Middle East Ceasefire Risks | A... https://t.co/bDlWKuJTVz via @YouTube
Arab Light Crude Export Routes From Saudi West Ports
Tankers carrying Arab light crude from the Western ports of Saudi Arabia Mapf rom @Kpler https://t.co/FT5mVn08sk
U.S. Gains Most From Hormuz Crisis, Timing Crucial
No matter how you slice it, the United States stands to gain the most from the Hormuz crisis—but keep the timeframes separate, or the picture gets muddled fast. 👇👇👇
Hormuz Crisis Turns EVs Into Security Priority
🚨President Trump is widely seen as pro-oil and critical of EVs. 🚨Yet the ongoing Strait of Hormuz crisis has created an ironic game-changing boost for EVs that could prove hard to reverse. 🚨Countries are now likely to treat...
US Gains Massive Advantage From Hormuz Strait Closure
The US benefits from the closing of the Hormuz Strait are 'tremendous,' expert says https://t.co/KX4da2Twrp
Early Helium Alerts Now Gaining Wider Attention
I told you about Helium since day one of the Hormuz crisis… now people are catching up to it !
Panic Undermines All Oil Market Stabilization Attempts
Ever wondered what’s really behind the complete failure of all oil-market stabilization efforts? elow is one source of the panic that nullify the impact on any mitigation that I talk about here: https://t.co/P9npOEgoFO
Waiving Restrictions Lets Putin Sell Oil at 2022‑level Prices
By what? Giving waver to Putin to sell his oil freely at prices we have not see since 2022? 😉
Opening Hormuz Won’t Instantly Resolve Iran‑Trump Tensions
If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?
Hormuz Stayed Open During Iran War, US Narrative Persists
The Strait of Hormuz saw no disruptions—even during the intense 12-day war with Iran last June—yet the Trump administration's National Security Strategy, released last November, still states: 👉"America will always have core interests in ensuring that Gulf energy supplies do not...
Bad Execution Undermines Even the Best Plans
🏀Yes, there is always a plan—and then there is the execution. 🏀If the execution is terrible, even the best plan collapses. 🏀If the execution is simply bad, even a carefully planned exit strategy fails. 🏀Any "off-ramp" that appears now is being created by...
Preventing Crisis: Service Essential for Stranded Vessels
This is an important move: the humanitarian situation on stranded ships and tankers would turn to a crisis without this service @HFI_Research
Sanctions Waiver Undermines “Maximum Pressure” On Iran
Why on earth aren't major media outlets asking this obvious question? The Trump administration just issued a sanctions waiver allowing 140 million barrels of Iranian oil currently at sea to be sold. Meanwhile, Iran's oil exports have surged before the...
Trump's Iran Waiver Releases 140M Barrels, May Cut Prices
🟥TRUMP’S SURPRISE IRAN OIL U-TURN: 30-Day Waiver Unlocks 140M Barrels: ▪️Will IT LOWER OIL PRICES? (ask your company to subscribe) Link: https://t.co/XUVxhDoQuD
Trump Claims U.S. Energy Dominance Ends Hormuz Involvement
🔴President Trump talking about Hormuz Strait: “We don’t even need to be there, in that the U.S. has just become the largest producer of energy anywhere in the world.” He also questioned the role of the U.S. in the region: The...
Energy Crisis Persists Beyond Iran War Resolution
The global energy crisis will drag on even if the Iran war ends tomorrow: Energy Outlook Advisors https://t.co/xPMnRiP3fO
Iran's Oil Revenue Resilient Despite Kharg Threat
The regime has spent years building alternative ways to export its crude, said Anas Alhajji, a global energy markets expert. There is evidence that the regime is beginning to use them. He said there is a false impression in the media...
Ballistic Missiles Unmistakably Point to Iran, Unlike Drones
Anyone can doubt where the drones are coming from, but when ballistic missiles are fired, you know it is Iran.
Crude Stocks Rise, Distillate Levels Near Critical
🎯EIA: US commercial crude inventories increased by 6.2 mb to 449.3mb. Watch distillate inventories as they might decline to critical levels.
Energy Becomes National Security, Triggering State‑Driven Markets
🔴Thoughts on the Future of Energy Markets🔴 The most severe long-term consequence of escalating trade wars, tariffs, sanctions, disruptions involving Venezuela, Iran, the Strait of Hormuz, and even moves like the Greenland interest isn't just higher prices or short-term supply shocks....
Middle East Conflict Fuels South African Petrol Shortage Fears
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
Massive Saudi Arab Light Tanker Flotilla Heads to Asia
LINK: https://t.co/Iz3LToWVCF A flotilla of Oil Tankers Carrying Saudi Arab Light Crude to Asia Map form @Kpler
Rare Unsanctioned Russian LNG Heads to Southeast Asia
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
32% Oil Supply Lost; Rerouting Covers Only Fraction
💥 We lost about 32% of world traded crude oil supplies. 💥 Rerouting and SPR may cover up to 40% of it AT BEST. Anyone who thinks the rest of the oil industry can stretch its production to cover the GAP knows...
War’s End Won’t End Oil Crisis, LNG Recovery Lags
Ending the war does not mean ending the crisis. We have countries that literally shut down production because their storage is full. To bring back that oil to a pre-crisis level takes time. For [liquified natural gas] in particular, it takes a very...
Trump’s $50 Oil Goal Risks Global Recession
President Trump will get his $50 oil price wish before the elections— but only after triggering a global recession. Or: End the war this week and keep flooding the market with SPR releases in the coming months.
Neighbor Releases $2 Bn Frozen
This is from the end of December. Was this meant to lure Iran into negotiations? ran says $2bn of frozen assets released by neighboring country https://t.co/miz6slNXAM
Commenters' Slip Reveals Hidden Desire to Block Bab Al-Mandab
For those casually discussing the Houthis closing the Bab al-Mandab Strait: Experts usually talk about it in dry, theoretical terms. But a surprising number of online commenters keep having "Freudian slips" — accidentally revealing just how much they’d love to see...
India's Energy Security Threatened by Iran War
Iran War Energy Crisis: How Long Will India Stay Exposed to Global Insta... https://t.co/JcyDp1BD9k via @YouTube
Saudi Reroutes Oil via Red Sea Amid Hormuz Closure
♦️Here’s a striking example of how a closure of the Strait of Hormuz can reshape global oil flows—and how Saudi Arabia can rapidly adapt by diverting supplies from its eastern fields to western Red Sea terminals. ♦️A VLCC oil tanker was...
Trump Forces Unpopular Northern Iraq Oil Export Resumption
Press the translate button. Remember what I mentioned before: The resumption of oil exports form Northern Iraq was forced by the Trump administration. None of the parties are happy, especially the KRG.
LNG Fleet Shifts to Asia, China Eyes US Supply
⭕️A large number of LNG carriers were diverted from Europe to Asia. Will China restarts buying US LNG? Map form @Kpler I added the red arrows
Trump’s Waiver Ends Flawed Russian Oil Price Cap
By the way, by giving a waiver for Russian crude on water to be sold freely on the market, Trump single-handedly eliminated the "price cap." The "price cap" was one of the lowest-IQ policy decisions in recent years.
Iran Says Hormuz Open, only US/Israeli Ships Barred
"Iranian Foreign Minister Abbas Araghchi on Saturday said the Strait of Hormuz is open and that the strategic route is only closed to the US and Israeli vessels" Are ships and tankers moving? If not, then where is the problem? Look...
Greek-Owned Tanker Safely Crosses Hormuz with 1 Mb Arab Light
Here is an oil tanker that crossed the Hormuz Strait with no incident. It will arrive at Mumbai port in India tonight. It is carrying about 1 mb of Arab Light crude from Ras Tanura in Saudi Arabia. It is...
Hypocritical: Dismissing Iran's Lies, yet Fearing Hormuz Threat
The most annoying people now are those who keep saying the Iranian regime lies about everything, yet believe it when it says it will block the Strait of Hormuz—simply because it serves their agenda.
Energy Expert Blames India for Hormuz Closure
Energy Expert Anas Alhajji Reveals Truth Of Hormuz Closure, Says 'India ... https://t.co/dGuOAIsElS via @YouTube
Iran's War Economy Could Cripple Global Markets
Iran CAN DESTROY The World's Economy - Anas Alhajji On Iran War Economics https://t.co/U6Tx5l7AlH via @YouTube
Trump Releases 172 Million Barrels From Strategic Reserve
Given the Trump' Administration decision to release 172 mb form the SPR, this is a must watch (from November 2022)
SPR Release Announcement Triggers Panic, Fuels Oil Prices
In case you are wondering why oil prices continued to rise despite the US announcement of a massive SPR release: In the SPR literature, more than 30 years ago, experts warned that announcing an SPR release might signal crisis and cause...
Saudi's Strategic Oil Storage Shields Global Supply
◾️Saudi Arabia deserves more recognition for its prudent, forward-thinking approach—strategically prepositioning oil in storage facilities around the world to hedge against potential supply disruptions. ◾️What @AlexLawler100 missed in this story is going back to previous reports to see that...
Drone Hits Look Catastrophic, but Refinery Operations Persist
Exercise caution when drawing conclusions from reports of such incidents. Oil refineries are typically massive industrial complexes spread across vast areas. Drone strikes usually target specific components—like storage depots, processing units, or tanks—rather than the entire facility. An attack on one...
Eight Experts Analyze Today’s Oil Market Landscape
8 experts express their views about current oil market conditions. 👇👇👇👇 click on the link, then change the language in your browser.
Record SPR Withdrawal Promises Massive Profits for Americans
"My SPR withdrawal is bigger than Biden's withdrawal. In fact, my SPR withdrawal is the biggest in history. We will make alot of money for the American people"😉
Brent Surpasses $110 Amid Hormuz Turmoil – Outlook?
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
Middle East Conflict Sends Oil, Gas, Stocks Tumbling
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
