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...
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.