Ellen Wald

Ellen Wald

Creator
0 followers

Energy economist/author; Middle East oil, geopolitics, OPEC

Halting Non‑Iranian Tankers in Gulf Sends Shockwave
SocialMar 11, 2026

Halting Non‑Iranian Tankers in Gulf Sends Shockwave

yes, managing to stop all non-Iranian oil tanker traffic in the Persian Gulf is a tremendous impact.

By Ellen Wald
Oil's Global Conflicts Drive Home Energy Costs
SocialMar 11, 2026

Oil's Global Conflicts Drive Home Energy Costs

Why oil matters: conflicts abroad, costs at home - The Story | Podfollow ⁦@ACGlobalEnergy⁩ #oil https://t.co/tCpybAcB7p

By Ellen Wald
IEA's Massive Oil Release Hinges on Single-Country Veto
SocialMar 11, 2026

IEA's Massive Oil Release Hinges on Single-Country Veto

IEA Proposes Largest Ever Oil Release From Strategic Reserves…but if one country objects then it won’t go through (kinda like OPEC…) https://t.co/wnthFedVaT

By Ellen Wald
Admin Allegedly Uses Vague War Comments to Control Oil Prices
SocialMar 11, 2026

Admin Allegedly Uses Vague War Comments to Control Oil Prices

If the administration’s strategy to keep oil prices down is to manipulate the market by making false and/or vague statements on social media about the war then well…points for creativity

By Ellen Wald
Navy Warns Danger, Trump Urges Risky Hormuz Passage
SocialMar 10, 2026

Navy Warns Danger, Trump Urges Risky Hormuz Passage

If the Navy says it’s too dangerous to escort ships through the Strait of Hormuz, but Trump says tankers should have the guts to sail through. This is some serious mixed messaging.

By Ellen Wald
Energy Secretary's Tweet Triggers $80 Oil Dip
SocialMar 10, 2026

Energy Secretary's Tweet Triggers $80 Oil Dip

Why you reeeeally need to think before you tweet if you’re the Energy Secretary. Oil prices fell under $80 bc of this. US official: ‘Not true’ Navy successfully escorted oil tanker through Strait of Hormuz https://t.co/nI7oZeeaDh

By Ellen Wald
US Naval Embargo Uncertainty Exposes Presidential Rhetoric Gap
SocialMar 10, 2026

US Naval Embargo Uncertainty Exposes Presidential Rhetoric Gap

what is happening to this oil after it leaves the Persian Gulf? Are US ships going to stop embargo it or will they let it go? If they don't capture the ship then there's a series disconnect between what the President...

By Ellen Wald
Nasser's Point Is Valid; Aramco‑embargo Link Irrelevant
SocialMar 10, 2026

Nasser's Point Is Valid; Aramco‑embargo Link Irrelevant

Nasser isn't spreading hyperbole. He's correct about what's happening. But, the assertion that this is notable because Aramco was the nexus of the 1970s oil embargo is...not relevant.

By Ellen Wald
Iran's Drone Shortage Could Shift Tanker Dynamics
SocialMar 9, 2026

Iran's Drone Shortage Could Shift Tanker Dynamics

If Iran’s supply of drones has been exhausted, could mean tanker situation might improve. Or it could mean they are saving the drones for tankers

By Ellen Wald
How Energy Crises Begin: Lessons From Iran
SocialMar 9, 2026

How Energy Crises Begin: Lessons From Iran

My debut in @TheFP - This Is How an Energy Crisis Starts - by Ellen R. Wald https://t.co/8Isvg3TkzQ @ACGlobalEnergy #oil #iran #oott

By Ellen Wald
Discussing How to Bring Oil Below $100
SocialMar 9, 2026

Discussing How to Bring Oil Below $100

I’ll be coming up on @BloombergTV in a few to discuss zooming #oil prices with @lisaabramowicz1 & @FerroTV Can anything be done to bring oil under $100 in the foreseeable future? @ACGlobalEnergy #oott #Iran https://t.co/hJJBdEoPvU

By Ellen Wald
Supply Exists, But Delivery Bottlenecks Threaten Gulf Imports
SocialMar 8, 2026

Supply Exists, But Delivery Bottlenecks Threaten Gulf Imports

Technically, yes @SecretaryWright. But if the oil and natural gas can't get from the suppliers to the consumers it doesn't really matter to those who rely on imports from the Persian Gulf

By Ellen Wald
Full Capacity Unlikely Until Mid‑April, Not March 9
SocialMar 5, 2026

Full Capacity Unlikely Until Mid‑April, Not March 9

They physically cannot restart everything by March 9–apparently full capacity probably can’t be restored for a month.

By Ellen Wald
Iraq Threatens 3 Million‑Barrel Cut Amid Global Energy Crisis
SocialMar 3, 2026

Iraq Threatens 3 Million‑Barrel Cut Amid Global Energy Crisis

this is not a joke. this is not a test. this is a global energy emergency unfolding in real time

By Ellen Wald