Trump, Iran, Hormuz: Energy Crisis Sparks Recession Fears
🔥Join us today (For X Subscribers only): Trump, Iran & Hormuz: The Energy Crisis & Global Recession? Link: https://t.co/GurEWBb9NO Today, Sunday, 4:00 PM US ET, 3:00 PM US CT.
India's IOC Logs Second‑largest Weekly Russian Crude Imports
🇮🇳 India’s IOC just recorded the second-highest weekly volume of Russian crude imports ever — only behind the record set in third week of June 2023 https://t.co/slsuYNxtUf
China Stockpiles Cheap Russian Oil; India Overpays
China's Q1 Russian crude imports hit a record high — way above past levels. Thanks to Indian refiners yielding to Trump’s pressure and cutting back, Beijing was stockpiling that oil on the cheap. Is this important? Yes, China is energy-secured. India...
India Switches to Yuan for Iranian Oil Purchases
This reported now in BT but the news several days old. We discussed it in the Daily Energy Report: Iran set the conditions for LPG and oil imports. Desperation is relative. India settles Iranian oil...
US Expands Energy
I have to admit it — it genuinely scares me when my predictions turn out to be right U.S. seeks bigger energy foothold in India.
Indian Vessels Targeted: March 15 Attack Reported
In light of attacks on Indian ships today, I am reporting this This is from March 15
Indian Vessels Hit as Iran Shuts Hormuz, Modi’s Diplomacy Questioned
🇮🇳They told us Prime Minister Modi cut a deal and his diplomacy was paying off. Now Indian ships are being attacked. What’s going on? Two Indian Ships Are Fired On As Iran Says the Strait of Hormuz is Closed
33 Saudi Crude Tankers en Route From West to Asia
In addition, there are currently 33 oil tankers at sea — mostly VLCCs — carrying Saudi crude from Western ports to Asian countries.
China Shifts to Pipelines After Hormuz Crisis
Watch this space. One of the main outcomes of the Hormuz crisis is Chinese focus on pipelines.
Unwarranted $13 Oil Drop Likely Manipulation, Prices Set to Rebound
🪔🩸The current $13 decline in oil prices is unwarranted and appears to be pure market manipulation with the announcement being made ahead of the market open. Fundamentals haven’t changed meaningfully since yesterday. Expect oil prices to recover soon
Coordinated Maritime Route Announced by Islamic Republic Ports
So, what has changed? “ the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep.” https://t.co/Gh30StN8up
Trump’s Iran Regime‑change Plan Fails After Weeks of War
It Has Never Been About Freedom "There is considerable evidence that Trump hoped to eliminate Khamenei and replace him with a subservient authority, akin to what he did in Venezuela. Yet, after almost seven weeks of war, the United States...
Saudi Oil Reserves Far From Depletion
When will Saudi oil run out? Click on the link below, then change the language in your browser
Oil Supply Adequate Despite Current Price Concerns
When will people realize there is no shortage in the oil market at current prices?
Iran's Oil Power Persists Despite Export Bans
Pundits are underestimating what Iran can do with its oil if it cannot export it!
Recall Your First Encounter with Hormuz Crisis & Helium Short
Where and when was the first time you heard about the Hormuz crisis and helium shortages? https://t.co/Y5Qx1Fw0Qc
Hormuz Strait: Open Yet Dysfunctional
One of the best headlines I have seen so far: 🪔Hormuz: Not Closed — But Not Working from @MaritimeAn
Canada’s Helium Shortage Threatens Hospitals and Tech
Helium Is More Than Balloons. It’s A Crisis Canada Can't Ignore "Unlike oil or gas, there is no substitute for helium. You can’t switch fuels or scale alternatives. When helium is in short supply, critical systems slow down or stop. Hospitals...
Helium Startups Face Five Key Challenges Amid Middle East Crisis
Top 5 issues for helium startups in Middle East crisis ⚾️Reduced production capacity ⚾️Increased costs ⚾️Strategic adjustments ⚾️Partnerships and logistics ⚾️Leverage government support
Exxon Holds Near‑Monopoly on Ultra‑Pure Helium for Chipmakers
Chip Makers Need Ultra-Pure Helium and Exxon Is Nearly the Sole Source of Six Nines Purity https://t.co/zcuJfHv9fX
Sinopec to Source Russian Oil Directly After US Waiver
Translation: With President Trump Waver, SINOPEC can but the Russian oil "DIRECTLY" without STS or intermediaries. Sinopec buys Russian oil to replace Mideast supply after US waiver, sources say
Iran Reverts to State-Controlled Oil Export Model
⚾️I have no idea about the implications... but one thing is clear, they know things that we don't. ⚾️Please share your thought if you are familiar with these issues. 🛟Iran ends intermediary oil sales, returns to state-controlled export model...
Sanctioned Chinese Tanker Rich Starry Reveals New Route
Yep, that is the Rich Starry .. the sanctioned Chinese tanker.. Yesterday I mentioned the "route"
Europe Must Match Asian Prices to Secure LNG
If Europeans want to avoid gas shortages, they need to pay competitive prices — or their LNG shipments will keep getting diverted to the highest bidder in Asia. Map from @Kpler https://t.co/BUf2kkzmNN
Hormuz Tensions Shift Oil Prices: Spot vs Futures
The Hormuz Crisis and the Oil Market: Spot vs. Futures – A Straightforward Classroom Explanation https://t.co/T7wjTKmYFV
Chinese Tanker Uses Hormuz for Sanctioned Methanol Shipment
Say hello to Rich Starry.. 1- Chinese tanker with Chinese crew 2- The tanker and the company that owned it are sanctioned by the US for dealing with Iran in the past. 3- It is carrying methanol from the UAE. The...
US Navy Blockade Targets Iranian Oil Flow to China
🎯China was never meant to keep getting oil through the Strait of Hormuz. This is a major card for the upcoming Trump-Xi meeting. That's why the US Navy has imposed a blockade — to plug the 'leaks' of Iranian oil...
Hormuz Crisis Slashes OPEC Output, Sparks Global Energy Turmoil
🎡The Hormuz Crisis Reduces OPEC Production by 7.9 mb/d 🎡Kazakhstan's Crude Production Recovers 🎡EU Dependence on Russian Gas to Increase 🎡Iran War, Hormuz & Petrodollar 🎡US Blockade of the Blockade 🎡Panic and Oil Hoarding 🎡Saudi Oil to China: Watch Chinese Inventories 🎡India to Get Iranian Oil, But...
Gas Prices Likely Stay High Through Midterms, Says Trump
That proves the point: There are issues that are bigger than the elections... Trump says gas prices may remain high through November midterm election https://t.co/GrPOSOMBPS
OPEC Projects 2026‑27 Production Growth in Key Nations
🔹OPEC's view of production growth in selected countries in 2026 and 2027. 🔹What do you think? What do you agree with and what you do not? Why? https://t.co/QAin921hCr https://t.co/WK2gAcAKWe
Sanctioned Tanker Data May Be Inaccurate, Map Shows
Passed This is a sanctioned tanker... The info transmitted by the tanker may not be accurate. Map from @Kpler https://t.co/crHLlPZIwD
2026 Oil Demand Rises 1.4 Mb/D
"In 2026, global oil demand is forecast to grow by a healthy 1.4 mb/d year-on-year (y-o-y), driven almost entirely by demand from non-OECD regions, mainly China, India and Other Asia. On a quarterly basis, the global oil demand in 2026...
Gazprom EU Exports Surge 21%, Russia Hits 15% Share
Gazprom Exports to the EU Jump 21% Y/Y in March as Hormuz Crisis Tighten LNG Supply Russia's gas share in EU gas imports jumps to 15.1% (with 8 Charts) https://t.co/0WqJLzqydw
Oil Spikes 8% After Trump Blocks Iranian Ports
Oil prices have surged roughly 8% following news of President Trump's announced blockade of Iranian ports. Brent crude is currently trading around $102 per barrel. Was above $104 earlier.
Satirical Trump Threat Sparks Dark Mall Thriller
In light of this tweet by Trump, read the story below: President Trump: Effective immediately, united states navy will begin process of blockading any and all ships trying to enter, or leave, strait of hormuz.
Aramco Restores East-West Pipeline, No Port Disruptions
Now the flow of crud in the Saudi East-West pipeline is restored to full capacity, it is important to know that Saudi daily loading in western ports was not affected. Oil in storage was more than enough. https://t.co/I1FOWuECCi
Ships Navigate Strait; Mine Locations Remain Unclear
🔥So, if commercial ships—including oil and LPG tankers—can safely transit the eastern part of the Strait, and Oman has already moved two oil tankers and an LNG carrier through the western part, while US navy ships passed through the middle......
Talks Stall, Iran‑Gulf Shipping Conflict Remains Unresolved
Following the breakdown of talks between the US and Iran in Islamabad, here is a paragraph from the Note I wrote five days ago 🔹Both sides have agreed on virtually nothing regarding the core disputes. Israel and elements within Iran’s Revolutionary...
Decades‑long Iran Conflict Can't Be Solved in 20‑hour Talks
A 45-year disagreement fueled by major wars cannot be resolved in just 20+ hours of negotiations. Those who fail to understand this simple reality will keep making dangerous decisions. Iran War Live Updates: U.S. and Iran Fail to Reach Agreement...
India Tackles Fuel Shortage with Export Tax, Not Ban
🇮🇳Several countries, including China, banned exports of petroleum products. India is doing the same using a different approach. India Raises Export Tax on Diesel, Jet Fuel Amid Energy Crisis
Aleppo's Rooftop Solar Boom Powers Homes Amid Shortages
🔥One of the most impressive rooftop solar scenes you'll see anywhere in the world — this is Aleppo, Syria.For years, the country has suffered severe power shortages. ▪️People took matters into their own hands... and this is the result.Rooftop solar...
Nixon’s 1972 Deal Fueled Iran’s Arms Buying Spree
🚨A Must read: (History repeats itself?) "This buying binge was made possible by a 1972 meeting between the Shah and President Nixon. The President wished to make Iran a shining example of the new Nixon Doctrine, under which regional powers were...
US Extends Russian Oil Waiver Amid Iran War Tensions
That says the Trump administration is ready for a deal with Iran, but is Iran ready? Is Netanyahu ready? US likely to extend Russian oil waiver to temper Iran war shock, sources say https://t.co/jMSFlgcOrq
Governments Subsidize Oil for Bottom 70% Starting 27th
Governments around the world are providing subsidies to help mitigate impact of higher energy prices. Such efforts counter recessionary pressures, but to what extent and for how long? Government Launches High Oil Price Support for Bottom 70% Starting 27th https://t.co/EWO71DrdHN
Oil Bulls Overlook Looming Recession Risk
Clearly, the oil bulls are ignoring the elephant in the room: the “R” word. https://t.co/VbwK4xjBeZ
China’s Decline Reveals True Instigator of Hormuz Crisis
If you look at the numbers, that when China start suffering. That tells you who caused the Hormuz crisis.
Global Oil Trade Hits Record Amid Saudi Disruptions
🇺🇸US crude oil exports to increase to highest on record 🇮🇳India's Imports from Russia are Near Record High 🇸🇦Saudi Arabia's damaged oil facilities: What is the impact? Daily Energy Report https://t.co/pyGKWXbmpg
OPEC+ Supply Chains Crippled, US Fuels Global Allies
So, the oil and gas infrastructure of major OPEC+ producers in the Gulf and Russia is being blocked, disrupted, and damaged... While China is forced to halt exports of petroleum products, and the US is supplying fuel to satellite countries like...
Russian Tanker Heads to Iran as Only Regional Oil Exporter
A Russian VLCC crossed the Strait of Hormuz heading to Kharg Island to load Iranian oil. Here you have a war against Iran and Iran is currently the only country in the region actively exporting oil on a daily basis —...
LNG Rerouted to Brazil as Highest Bidder Wins
LNG is going to the highest bidder. This carrier is diverted form Europe to Brazil Map form @Kpler