Saudi Arabia Holds 31 Million Barrels on Western Coast
As of today, Saudi Arabia has 31 mb of crude in storage on its Western cost. (Kpler data)
GCC Rejects Strait of Hormuz Fee Proposals, Calls Them Extortion
✴️All GCC countries reject any proposal to manage or control traffic in the Strait of Hormuz. ✴️The idea of charging fees for passage is complete nonsense. The whole issue is heavily exaggerated by the Western press and many Western analysts. ✴️The $2...
Attacks Shut Down Key Saudi Energy Facilities, One Killed
🟥🟥🟥Official Source at the Ministry of Energy: Operational Activities Halted at Several Energy Facilities in the Kingdom due to Recent Attacks https://t.co/YhaVlatjkT Riyadh, April 9, 2026, SPA -- An official source at the Ministry of Energy stated that important energy facilities in...
Half-Time Talk: 30‑Minute Energy Markets Deep Dive
Watch it... 30 m Energy Markets Series: Half-Time Talk Weekly Feature Interview https://t.co/4BaDrEsEe8 via @YouTube
US Crude Stocks Rise 3.1 Mb, Diesel Demand Flagged
EIA: US commercial crude oil inventories increased by 3.1 mb to 464.7 mb. Products declined. Watch diesel ... diesel., diesel. https://t.co/1mveIh80Nu
All Claims of Presidents Handing Iran Power Are False
Prove these statements wrong: 🟦George W. Bush handed Iraq to Iran 🟦Barack Obama handed Lebanon, Syria, and Yemen to Iran 🟦Joe Biden enabled Iran to generate massive revenues by increasing oil sales 🟦Donald Trump handed the Hormuz Strait to Iran 🔴While all in office, oil...
US Retail Giants Outearn OPEC’s Oil Revenues
Petrodollars? Here, from Grok: Direct Comparison (2024 data) 🔴OPEC (12 countries) oil export revenues: $550 billion 🔴Top 12 U.S. companies combined: $4.924 trillion → ~9 times larger than OPEC’s total. 🔴Just the #1 company (Walmart): $681 billion → already larger than all of...
China's Secret Grip on Strait of Hormuz Challenges US
🤔😱😨I just heard something that left my head spinning: China has outmaneuvered the US and seized effective control over the Strait of Hormuz. If true, it explains why direct military action against Iran won’t reopen the strait, why the Trump team is...
Demand Destruction Is Permanent, Decline Is Temporary
I AM GOING TO WEAR MY PROFESSOR'S HAT TONIGHT: ✳️"Demand destruction" is one thing. "Demand decline" is another. ✳️Oil investors don’t talk about “demand destruction.” We talk about “demand decline.” 🔸Destruction = gone forever. 🔸Decline = comes back.
Chinese Coal Firms Pivot to Chemicals, Sparking Major Fallout
The unintended consequences will be significant anyway you look at it Chinese coal companies are turning to chemicals manufacturing for growth
IRGC Aims to Block Qatari LNG, Boost US Supply
Ok, I get it, so...the IRGC wants to choke China and help the US LNG industry by preventing Qatari LNG from reaching China. https://t.co/ERTjvf1YSU
Higher Oil Prices Mask Saudi’s Net Loss
Do NOT be fooled by those calculations. They are statistically biased and ignore many factors. The net is a loss. Will cover the details in today's Daily Energy Report. https://t.co/pVftS4kIhA
India's Russian Crude Imports Surge 94% in March
🇮🇳India’s Russian crude imports rebound sharply — up nearly 94% in March MoM and 10% YoY. https://t.co/O0zIu8LcIi
Iran Closing Hormuz Strait: The Ultimate Conspiracy Theory
In case you have not read it. remember, the biggest conspiracy theory is Iran closing the Hormuz strait. Think about it!
China Slashes Crude Imports, Doubles Floating Storage
China's crude oil imports declined by about 490 kb/d in March YoY. Floating storage more than doubled. Onshore storage increased by about 66 mb. China knew...
Asian Oil Stocks Plunge, US And
Major drop in crude oil inventories in Japan, followed by India. US and China are up! Make you own conclusions.
Post-Crisis: Nations Will Tie Energy to Security
⭕️Listen to the podcast below.. Then Ignore everything I said about Hormuz and focus on "the Day After." ⭕️The real nightmare hits after the crisis: Nations will copy the Chinese model — linking energy directly to national security. The...
US Trade Balance Remains Stable as Rivals Falter
During the next three months, the trade balance of all countries competing with the United States will be hit hard. The US will be the least impacted. Exactly as happened in 1974!
Turkish‑operated Tanker Moves 1 M Barrels via Iran’s Corridor
Roughly 1 million barrels of Iraqi Basra Heavy has passed through the Strait of Hormuz using the Iranian-assigned corridor. The vessel, a shadow fleet tanker, is owned and operated by a Turkish company. Map form @Kpler
In Panic, Oil Hoarding Is Inevitable—China Must Act
⭕️When markets are in panic, asking countries not to hoard oil is like asking people in a lifeboat not to ration the food — everyone knows the supplies might run out before rescue arrives, and self-preservation kicks in hard. ⭕️China...
Russian LNG Vessel Shifts From Arctic to Africa‑Asia Trade
This is a story packed with irony — perfect for the media: An ICE-class LNG carrier, once dedicated to carrying Yamal LNG from Russia’s Arctic, is now transporting LNG from Africa to Asia. The question is: Why is a Russian company shipping...
Diesel Prices Poised to Surge Toward $11/Gal
We warned in the Daily Energy Report and the Weekly US Data Report about a month ago that diesel prices will skyrocket and inventories might decline to record levels. Will it go to $11/g?
U.S. Supplies Half Global NGLs; Hormuz Crisis Cuts 19% Shipments
⭕️The United States is not only the world's largest producer of natural gas liquids (NGLs), but it accounts for roughly half of global production. ⭕️ The Hormuz crisis blocked the shipmnets of about 19% of seaborn tarded NGLs. https://t.co/PeoruA92IE
EU's Own Sanctions Undermine
The irony is: the EU reduced its dependence on Russia to improve "energy security"! Slovak PM says EU should drop sanctions on Russian oil and gas to boost energy security https://t.co/FmUhPkAcgE
IRGC Lets Iraqi Oil Ships Through, yet Attacks Fields
So… the Iranian IRGC exempts ships carrying Iraqi oil and allows them to sail through the Hormuz Strait, but drone attacks on Iraqi oil fields continue. https://t.co/PoAWXPyVEz
Energy Basics: US Isn’t Independent, Markets Global, Controls Fail
Chamath has repeatedly been wrong about energy issues — sometimes to a comical degree. He could have used a refresher on ECON 101. 🥁Here are three basic realities he seems to miss: 1- The United States has never been truly energy independent...
Forward Curve Isn't a Forecast—Don't Trust Future Prices
🔹Be careful: the forward curve is not a forecast. It has rarely matched actual realized prices. For example, if you assume the December 2026 futures price reflects where the market will actually be at that time, you’re to be...
India’s First Iranian Oil Shipment Rerouted to China
🇮🇳While the media highlighted India's first Iranian oil shipment in recent years, Kpler tracking now shows the vessel has been redirected to China. Will get an update tomorrow. Map form @Kpler
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. ...