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
Trump's Hormuz Plan Could Hike India's Energy Costs
Trump’s Hormuz strategy may raise energy costs as India faces fertilizer and LNG supply risks | Mathrubhumi English https://t.co/BTL63LOcou
Iran’s Oil, Gas, Power Sectors Summarized in One File
💥Here is a comprehensive but condensed file on energy sources in Iran, covering its oil, gas, and power sectors, including several charts. Click the link, then switch the language in your browser.👇
India Cuts Coal Imports, Prioritizes Security Over Climate
India prioritizes national security and economic growth above aggressive, ideologically driven climate policies seen in some European countries. India seeks to cut power sector coal imports by 30% this year, sources say https://t.co/bA7W0ywe6Y
Renewable Energy Becomes China‑EU Security Priority Post‑Trump
Renewable energy has become a national security issue in China and the EU — subsidies and cost no longer the only factors — thanks to President Trump Wind Power Is Taking Off In China– All The Way To 2000 M AGL...
EU Registrations Dip, BEVs Hit 19% with French, German Surge
🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
Lamborghini Abandons EV Supercar, Pivots to Hybrids
Lamborghini shelves EV supercar plans as hybrids become long-term focus "Winkelmann said demand for high-end electric supercars has not developed as anticipated. He indicated that interest in battery-only vehicles among Lamborghini buyers remains limited, raising concerns about the commercial viability of...
Power Crises Spark Solar Booms; Cuba’s Forgotten Legacy
♨️Syria and Lebanon have seen a dramatic surge in rooftop solar installations, driven by severe, ongoing power shortages that have pushed households and businesses to seek reliable, independent energy solutions. ♨️Cuba faces a similar situation today—with chronic blackouts, fuel shortages, and...
Ohio Gas Plant Price Tag Hits $33 Billion
A gas-fired power plant in Ohio costing $33 billion? I need help here >>> any details?
Pause the Project, Strengthen EIA and Data Quality
At this stage, they should quit, but they should beef up the EIA and improve data quality.
Europe Still Buys Russian LNG and Uranium, Despite Criticism
🧐This is nonsense hype from the Center for the Study of Democracy. Yet CNN did not bother to check the validity of their claims or ask other researchers. Here's why: 💥Many European countries, including France, buy LNG from Russia. 💥The US and...
Egypt's Summer Power Surge Drives Record LNG Demand
Egypt expects electricity demand to increase by 7% this summer. That means strong demand for LNG imports. Egypt's LNG demand reached record high last year. 👇👇
China and US Slowdown Drag Global EV Sales
Global EV sales hampered by China, US slowdown in January "Global EV registrations, a proxy for sales, fell by 3% year-on-year to almost 1.2 million units in January, according to the data, which includes battery-electric and plug-in hybrid cars. They were down...
No Bullish Catalyst for Oil in 2026, Repeat Likely
🚦From a pure fundamentals perspective, there's simply no bullish driver in sight capable of pushing oil prices into the high $70s—or higher—in 2026. ⚽️Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't...
France Scales Back Renewables, Keeps Nuclear Amid AI Power Surge
Link: https://t.co/VlV8K8X7eR 🇫🇷France set out a new energy law after years of wrangling on Thursday which slashes its wind and solar power targets and drops a mandate for state-run firm EDF to shutter nuclear plants. Summary France has cut its 2035 wind and...
Electric Cars Make up 3.5% of Jan Sales
🇮🇳About 3.5% of total passenger cars sold in January 2026 in India were electric (these are actual cars and do not include two- and three-wheelers).
Trump’s Pipeline Push Could Cheapen Coal Rail Transport
🚂If President Trump is serious about increasing coal exports dramatically, and if he is serious about US energy dominance, he will build oil pipelines and prohibit rail transportation of oil. This will provide the US coal industry with the help...
Venezuelan Crude Stuck, Limited Shipments to Europe, India
🇻🇪It seems the trading houses that bought the Venezuelan crude from the Trump administration are having trouble marketing the oil globally. Most of the oil is sent to the US. Here in the map, three tankers are going to Europe...
Seventh Sanctioned Russian LNG Tanker Navigates Red Sea
⛄️⛄️⛄️Sanctions? What sanctions? Where are you going, Zarya? This is going to be the 7th LNG carrier passing the Red Sea carrying Russian LNG. This is a sanctioned tanker carrying LNG from the sanctioned Arctic LNG 2. Map from @Kpler
India Shuns Urals, China Gets Cheaper Russian Oil
🇮🇳Indian refiners' reluctance to take Russian Urals crude shipments is pushing these discounted cargoes toward buyers like China & others, making them even cheaper in those markets—while the Indian refiners turn to replacement crudes at international prices. An Urals cargo...
2020 Model Predicted No Oil Peak; Experts Now Retreat
🚨Today's news vs my prediction 5 years ago: 👔My model to 2050 showed no peak in oil demand. That was in 2020. 🪶Many have retreated from their "peak demand" predictions. The latest is from Vitol: 🐼Vitol Pushes...
Trump Tariff Keeps India From Returning to Venezuelan Oil
🔴 Here is something to think about: 🇮🇳 If President Trump had not imposed the additional 25% tariff on India for importing Russian oil—and with Venezuelan crude now becoming available—would Indian refineries resume buying Venezuelan oil, as they did in the...
Illegal Iran-India Fuel Smuggling Fuels Refineries, Not Politics
This has nothing to do with Trump's phone call. These are very small shipments of smuggled petroleum products (not crude) that are illegal in both Iran and India. (One of the ships was empty.) These are usually managed by gangs,...