Trump Claims US Ignorance, Threatens to Bomb South Pars Gas Field
Trump on Truth Social: - Says US "knew nothing about" Israel's plan to attack Iran's South Pars - Asserts Israel will make "no more attacks" on South Pars unless Iran decides to attack Qatari assets - Threatens US will "blow up" all of South Pars gas field if Iran attacks Qatari assets
U.S. Mulls Deploying Thousands to Guard Hormuz Strait
This is big. Reuters, citing US military sources, reporting: THE US IS CONSIDERING DEPLOYING THOUSANDS MORE TROOPS TO THE MIDDLE EAST. The plan may include posting ground troops along Iran’s shoreline to protect the #StraitsOfHormuz.
War Shifts to Energy Infrastructure, Threatening Years‑Long Fallout
We have entered a new phase of the war. It is now energy infrastructure damage and destruction, not just precautionary shutdowns. The aftershocks are going to be felt for months, possibly years.
Australia’s Jan-Feb 2026 Clean Imports Sources Revealed
Australia's clean product imports and their sources, Jan-Feb 2026, as per Vortexa. @AvidCommentator hope this helps. https://t.co/CT2PMrsEGj
ADNOC Holds 18 Million Barrels at Korea’s Yeosu Facility
The UAE's ADNOC stores crude at KNOC's Yeosu site. The report, if correct, suggests 18 million barrels is what it has in storage there.
Iran Hints at Post‑War Strait of Hormuz Deal
Iranian FM Araghchi is talking of a new "post-war arrangement" for the Strait of Hormuz. Would be interesting to see what other details emerge. Right now, the markets are more focused on what kind of "war arrangement" might fall into place, if...
Brent Drops Sharply; Hormuz Ship Theory Seems Dubious
I am normally not a big fan of conspiracy theories to explain market phenomena. But #Brent futures slid from an intraday high of just over $106 to settle at $100.21 on Monday. The only “explanation” I can find is “because some...
US Mitigation Efforts Fail to Ease Hormuz Crisis
As the #Strait_of_Hormuz closure enters week three and continues to drive oil prices higher, here's a list of at least six mitigating attempts by Washington, and their impact : 1⃣ Tried to downplay the closure, saying war will be over "very...
India Seizes Iranian Tankers, Echoing US Sanctions Drive
Via the FT. India had seized the Iranian tankers in alignment with the US’ campaign to crack down on flows of sanctioned Iranian oil. https://t.co/SDTJmAkK6R
Khamenei Demands US Base Closures, Threatens Iranian Retaliation
Mojtaba Khamenei’s message to neighbouring countries contained in a long missive posted today — Close down the US bases or face continuing attacks from Iran. Full post here: https://t.co/1a5kYUwIts https://t.co/ubVQ0YNSHV
Trump Claims Kharg Island Military Targets Destroyed, Oil Untouched
Trump says military targets on Kharg island obliterated. Oil infrastructure not touched - for now. https://t.co/96z56gVY1g
US Grants 30-Day Waiver for Global Russian Oil Purchases
US issues 30-day waiver -- to all countries -- to buy Russian oil that was already on tankers as of March 12. https://t.co/Qrk6IGKEwh
US Navy to Escort Ships Once Strait Cleared
Yes, I think the message is now loud and clear. The US Navy will escort vessels through the Strait as soon as the Strait is safe for navigation. 😅😅😅
Bremmer Positions Iran on TACO‑FAFO Spectrum
Simply had to share this. Ian Bremmer's take on where Iran currently stands on the TACO-FAFO spectrum. https://t.co/mfNXtENe1q
Hormuz Closure Cripples Oil Markets Amid Ongoing Crisis
hardly the "win" to boast of when the Strait of Hormuz remains closed, oil markets and everything downstream plus several other key commodities are buckling under extreme strain, the Mideast is on fire, and there is no end in sight...
Physical Market Beats Narrative as Brent Nears $100
DAY 13: The physical market appears to have won the battle over the manufactured narrative. The IEA announced 400 mil barrels release but crude went 🆙 instead of down. Brent eyeing $100 again. 🧵
Oil Markets Destabilized by Info War and Hormuz Closure
Spoke with Bloomberg earlier today about the IEA stocks release plan, the information war on top of the military conflict in the Mideast, the severe pricing dislocations in the oil market, plus the unfolding impact of the continued closure of...
IEA Report Likely Shows Oversupplied Market Amid War’s End
How would a big IEA release look considering: -- The war is about to be over "very soon" -- The market is well-supplied, as repeatedly and recently claimed -- Brent is <$90 Just asking... 😅🤔
EIA Predicts Brent Surpasses $95 per Barrel Soon
US #EIA forecasts #Brent >$95/barrel over the next two months in its latest STEO. https://t.co/YJdFYlyAms
Iran Weaponizes Hormuz, Blocks Oil; US Pushes Escort Reopening
WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...
Oil Spikes in Response to Trump's Iran War Stance
My comments on oil's reax to Trump's Iran war declarations in conversation with @AJEnglish earlier today.
Trump Blames Iran for Gulf Oil Disruption Amid Standoff
Don’t miss the intense psychological warfare and the tug-of-war over the Gulf states accompanying the military conflict. Iran has signalled it would spare Gulf neighbours from further attacks if they distance themselves from hosting US forces, and suggested that vessels...
Trump’s Iran Optimism Fails to Calm Investors
“Trump saying the Iran war will be over very soon is hardly the reassurance that will get tankers sailing normally again in and out of the Strait of Hormuz,” said Vandana Hari, founder of analysis firm Vanda Insights. Investors could...
Iran Now Cast as Oil‑flow Villain; Markets Act Calm
JUST IN: Classic turning the tables. Now Iran will be the bad guy for doing anything that hinders oil flows through the Strait of Hormuz. Crude is trading Tuesday morning as if the war is over. The proof will be in...
IEA Stockpiles Insufficient Due to Low Release Rates
About any IEA oil stocks release: ✔️ Volume may not be an issue. At 1.2 billion barrels government stockpiles and 0.6 bil barrels commercial stockpiles, the volume is enough *in theory* to offset the loss of 20 mil b/d for 90...
Brent Holds $106‑108 as IEA Stock Decision Looms
Crude in a holding pattern -- likely short-lived -- with Brent at $106-108/bbl, awaiting IEA stock release decision.
IEA Warns Surplus Could Turn Deficit Amid Middle East Turmoil
Latest from the IEA: - "Speaking with governments" and "closely monitoring" events in the Middle East. - Says global oil market has been "in significant surplus" since the start of 2025. However, "prolonged disruptions could flip the market into a deficit". - IEA...
Brent Hits $110 at Open, Analysts Ponder Oil's Next Move
Brent surged to a high of $110 at market open Monday. What next for oil? Speaking to Singapore's 938 Live Radio at 9.00 am SGT. https://t.co/xI65gMZvag
Iran Signals Possible De‑Escalation, Strait Oil Flow Uncertain
Neighbouring countries will no longer be targeted, unless attacks originate from there, Iranian President Masoud Pezeshkian says. What does this mean? — This could be the first sign of de-escalation in the one-week-old war. — Time will tell if Pezeshkian was actually speaking...
Oil Prices Set to Surge Without Conflict Ceasefire
Am re-upping this. 🚀 Brent settled >$92 on Friday. 🚀 Middle East marker crudes are at $100 levels. 🚀 Middle distillates are deep into triple-digit territory. Without an immediate, credible halt to hostilities, oil has only one direction to go. Guess...
US Waiver Leaves Brent Near 20‑Month High
Crude's reaction to the one-month, conditional US "waiver" on Indian purchases of Russian oil says it all. Brent is not even 1% lower Friday afternoon in Asia, after settling at a 20-month high above $85. @VandaInsights' first Executive Briefing Note of...
US Grants India Waiver for Russian Oil Loaded by March 5
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
US Grants India 30‑Day Waiver for Stranded Russian Oil
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
Upcoming Oil Talk on Al Jazeera at 11:30 Qatar
Looking forward to discussing oil with Al Jazeera shortly. 11.30 am Qatar time/ 4.30 pm SGT.
India Can Freely Import Russian Oil After Tariff Ruling
Re. the US SC tariff decision: As IEEPA was also the basis for the 25% addl punitive tariffs Trump imposed on India for buying Russian oil, it no longer holds. While Trump scrapped those tariffs Feb 6 under an interim...
Crude Hits 7‑month High Amid US‑Iran Strike Risk
Crude rallies to 7-month highs as market prices in the risk of US strikes on Iran. I spoke to @NDTVProfitIndia earlier today. https://t.co/NDv6pbwsZp
Trump’s Iran Remarks, Not IEA, Drive Oil Slump
A bit of a stretch, attributing crude’s slump on Thursday to the #IEA report. If the market thought a 4 million b/d glut would cushion any supply disruption/shock, including the one posed by current US-Iran tensions, Brent would not have been...
Trump's Choice on Iran Deal Drives Oil Risk Premium
A high-stakes meeting indeed. If Trump yields to Netanyahu's demand to push for a comprehensive deal covering Iran's ballistic missiles programme and support for regional proxies, possible outcomes: -- Drawn-out negotiations under the looming shadow of military action -- Higher chances of a...