U.S. Energy Self‑Sufficiency Shields Against Oil Shortages
Ellen Wald, a global energy analyst @ACGlobalEnergy... said: “The US is in a particularly advantageous position to do something like this. The United States is very well supplied. We pump a lot of our own oil. We’re not going to be facing any shortages.”https://t.co/ztrJEL2TiY
US Deploys Over 15 Warships for Iran Blockade
U.S. Blockade of Iran Officially Under Way "there are more than 15 U.S. warships in place to support the operation" #oott #IranWar https://t.co/fJUf40YGWg
US Failed to Block Iran Oil After First Attack
It actually makes perfect sense. What makes no sense is why the US allowed Iran to continue to sell oil in contravention of sanctions throughout this war. This embargo/blockade should have been in place as soon as Iran fired on...
Naval Blockade Beats Bomb Threats in Iran Oil Standoff
I’m not saying this is a GOOD thing, but the situation was never going to be resolved while IRAN could still get its oil out and no one else could. A naval blockade is much more effective than threatening to...
Normal Hormuz Traffic Won’t Ease Looming Crisis
weeks away. even if normal traffic resumes through the strait of hormuz today, this won't provide relief.
Trump Must only Negotiate with Missile and Drone Commanders
Trump needs to stop “negotiating” with anyone who isn’t in charge of the missiles and drones. Thats all that matters now.
VLCCs Pay $1/Barrel in Rials or Crypto After IRGC Permit
Wow, so apparently every VLCC going through the Strait of Hormuz has been paying "$1 per barrel, and that can be done in the local currency, rials, or cryptocurrency, but only after the vessel has received a permit from the...
Iran's Tollbooth Threatens War Resolution, Gulf Balks
“I don’t think this war can end if Iran is still running the ‘tollbooth’,” said Ellen R. Wald, a non-resident senior fellow at the Atlantic Council’s Global Energy Centre... She said that “Saudi Arabia and the United Arab Emirates and other...
Iran Claims Open Strait, Demands Payment; Trump Disagrees
And this is why it’s hard to believe that Iran has agreed to not regulate passage at this point because it’s Irans primary leverage. In Irans eyes the strait IS open—you just have to pay them & the insurance companies....
$2 Million Toll
and the new point of contention? the $2 million+ tolls on traversing the Strait of Hormuz?
Missiles Target Tel Aviv After Ceasefire, Iran’s Role Unclear
but is Iran part of the ceasefire? Ballistic missiles heading towards Tel Aviv right after the ceasefire was announced
No One Cares if Oil Passes the Strait
I guess there's zero interest in whether oil is actually going to move through strait unobstructed ...
Why Some Nations Charge for Sea Passage, Others Don’t
I mean, why not? Let's charge to enter to Gulf of Mexico or whatever it's called now. Why is Turkey not saying to heck with the Montreux Convention and charging for passage through the Dardanelles? Because Freedom of the Seas.
Questioning US Toll Authority Over Unbuilt Waterway
This is...um...not even really sure where to go with this. Like, didn't we end actual imperialism? On what basis does the US get to charge tolls for passage through a waterway they DIDN'T build? Are we "liberating" it from Iran?
Iran’s Hormuz Grip Threatens Global Oil Supply
What Iran’s Control of the Strait of Hormuz Means for the Global Economy #oott #oil #iran @ACGlobalEnergy https://t.co/zl1MAO5TPp
Ellen Wald: Brent Prices Must Rise Amid Iran War
Watch Price of Brent Should Be Higher to Reflect Situation in Iran War, Says Ellen Wald - Bloomberg @ACGlobalEnergy #oott #iran https://t.co/rdYCFWeqvC
Iran's Oil Role Threatened Amid U.S. Military Pullback
It’s a new day & I’m on @Bloomberg Surveillance this morning (6:30am) to discuss #oil #Iran latest devs. Military is building up but Trump wants to wind down operations in 2-3 weeks. Will Iran remain the Persian Gulf toll collector @ACGlobalEnergy...
Iran and Russia Profit as Oil Prices Surge Amid War
A month into this war: Iran is still exporting oil & to more customers Iran is making more money for its oil because prices are up Iran has effectively installed a tollbooth to enter and exit the Persian Gulf Russia is making more...
Hormuz Strait Events Differ From Administration's Claims
What’s really going on in the straight of Hormuz is NOT what the admin is saying
Trump Naively Praises Iran’s New Leaders, Predicts Oil Surge
Meanwhile Trump’s messaging is - Irans new leaders are so reasonable & oil will be flowing from everywhere in a few days. 🤦♀️
Admin Delays Report to Mask Prolonged Military Operation
The administration is trying SO HARD to jawbone pries down so they can have more time for a military op they didn’t expect to take this long. Treasury Secretary is out there saying ships are moving through Hormuz but it’s only...
Global Energy Crisis Already Unfolding, Oil Supply Irrelevant
True-ish but also not relevant. We've already sent the world into a global energy crisis. That's going to catch up to us regardless of how little oil we get from the Persian Gulf
Executives Keep 2026 Drilling Plans Steady
This is important to understand. The "drill, baby, drill" mentality is OVER. "Half of the executives surveyed said the number of wells their firms expect to drill in 2026 has not changed since the start of the year."
Spare Capacity Meaningless without Effective Oil Extraction
""Spare capacity is only as good as the ability to get the oil out of where it's being produced," Wald says. In this case, no good at all." https://t.co/VgSc08fl58
US Should Leverage Abu Musa, Tunbs
FTR, I suggested the US look at Abu Musa and the Tunbs as avenues to securing the Straight of Hormuz back on March 5… https://t.co/UU4UsAph4d
War on Iran Paradoxically Boosts Its $500M Revenue
This is confounding. We are fighting a WAR against Iran but letting them increase their revenue by over $500 million...
Trump's Iran Claim Masks Indirect Talks via Allies
the devil is in the details. It's important for the Iranian regime's legitimacy & public face not to engage in diplomacy with the US. So Trump may say "we spoke with the Iranians" what actually happened in that Trumps ppl...
Oil Prices Shift on Brief Comments, Says Wald
Watch Oil Moving on ‘A Couple Words and a Tweet,’ Atlantic Council’s Wald Says - Bloomberg @ACGlobalEnergy #oott https://t.co/YElH8A8ORG
Ground Ops on Hormuz Islands May Outperform Kharg Target
Why the fixation Kharg Island? I assume it's because they think they can cut off Iran's source of income this way. But perhaps should consider ground operations on Islands in strait of Hormuz? Might be more effective for opening the...
OFAC Grants License for Iranian Oil Shipments Until 2026
“The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Iran-related General License U, "Authorizing the Delivery and Sale of Crude Oil and Petroleum Products of Iranian-Origin Loaded on Vessels as of March 20, 2026." https://t.co/KaDQIxyNn5
Iran Conflict Threatens Global Energy Market Collapse
Iran War Puts Global Energy Markets on the Brink of a Worst-Case Scenario | WIRED Quoted here with the always on point @Rory_Johnston https://t.co/mDCdbWwTqc
Asian Nations Revert to Coal Amid Gas Shortages
“Locations including Japan, Singapore, Thailand, Taiwan, Pakistan and Bangladeshgenerate a third or more of their electricity from natural gas.” “Many facing supply shortages and price increases are turning back to coal-fired power plants.” https://t.co/YhwmluSw9F #oott #LNG
Saudi Oil Price Models Predict Upcoming Market Shift
Call the headline “attention grabbing” if you must, but this is an excellent look into what those modeling oil prices in Saudi Arabia see happening Thanks @summer_said #oott #oil #iran https://t.co/7AGgTmaVXb
Prolonged Disruptions Will Scar Oil Output, Keep Prices High
This is not good news for an already strained global energy market. The longer this goes on the more long-term damage will be done to oil production that will take markets longer to recover from. Oil prices will not “drop...
Brent Crude Spikes Past $118, Then Eases
“The price of Brent crude surpassed $118 a barrel on Thursday, an increase of nearly 10 percent, but has since pared some of those gains.” https://t.co/Z9YDmbtUW3
Aramco Can Still Export Crude via Suez, Threatened by Houthis
This would be very difficult for Asia. But, Aramco will still be able to get crude out to the Med by going from Yanbu to the Suez Canal and/or SUMED pipeline. Unless Houthis start shooting missiles at Yanbu & Jubail.
WTI Nears $100: CEOs Weigh Impact
WTI is about to cross the $100/barrel threshold. Would love to hear from CEOs of US domestic producers about their calculations right now. $OXY $EOG $DVN $FANG Contenental, etc. #oil #IranWar #oott
Geopolitical Risk Premium Rises for Persian Gulf JV
geopolitical risk premium for investing in a joint venture in the Persian Gulf just went up
Oil Production Damage Irreversible, Prices Set to Surge
the destruction of oil and gas production has begun...now there's no turning back for oil prices. Once long-term damage is done, production won't return to previous levels just because hostilities cease & marine traffic resumes
Israel Systematically Tracks Down Iranian Regime Operatives
This story is insane…Israel Is Hunting Down Iranian Regime Members in Their Hideouts, One by One https://t.co/HPxV7aO1MW
Venezuela's Oil Gains From Hormuz Shutdown, Spiking Prices
Well that’s one way to Make Venezuela’s Oil Great Again…by shutting traffic in the Strait of Hormuz and pushing oil prices into the $90s and $100s https://t.co/0dXdhaPaQ6
Iran Strikes Oil Field, Potential Production Loss Looms
Well, Iran finally managed to hit an oil field. Stay tuned for how much damage and how much production may be offline for how long
Admin Must Admit Rising Oil Ship Traffic Through Hormuz
There were 4 in the last 24 hours. At some point, the administration needs to just be honest and lay out the facts instead of saying different things every few days, trying to jawbone the oil market, bullying the shipping...
Proposed Military Capture of Tunbs Islands for UAE
For the record, I suggested sending troops to capture the Greater and Lesser Tunbs Islands and Abu Musa Island in the Strait of Hormuz and then turn them over to the UAE — on March 5! @ACGlobalEnergy #oil #iran
Desert Oil Site: Annoying yet Crucial Against Drone Threats
Having a major oil installation in the middle of the Empty Quarter (yes, its called that for a reason) is annoying, especially if you want to go out to eat after a long day of work, but its helpful when...
Keep US Oil Exports; Global Integration Essential
Cannot agree more. DO NOT end US oil exports. Our integration into the global oil market is essential. Protectionism would be a horrible idea right now.
Unimpeded Tankers: Heading to China or Beyond Seiz
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Truce Hangs on Unlikely Iranian Nuclear Commitment
and if Israel & US truce depends on Iran pledging no more nuclear program does anyone believe this?
Oil Pricing Shifted From Negotiations to OPEC Quota Control
yes, it did but it was also followed by a complete revolution in how oil prices were set. Before oil companies negotiated a posted price with OPEC. Afterwards OPEC set prices thru production quotas I♥️historical comparisons, but not everything is directly...
Oil Producers Give Vague Forecasts, No Concrete Evidence
This kind of messaging is so twisted No confirmation from oil producers (in fact all we’ve heard is “no we’re not changing our calculus guidance) just “you will see X happening.” Did Harold Hamm call? Is there an influx of roughnecks heading...