Brent’s Return to $88 Sparks False Relief
Thank God that Brent is back to $88 @zoomer_tate I guess there was nothing to worry about. Who needs oil, natural gas, fertilizer, helium and trade as long as oil prices are only $88 today? https://t.co/SNsm9nQ0gG
China's Food Security Policy Fuels Global Fertilizer Scarcity
China is prioritizing food security over producer profitability That keeps fertilizer cheap at home while exporting scarcity to global markets. China has a strategy The US hauls Bessent into a WH press conference to make false promises about $3 gas by September
US Threats to Chinese Banks Irrelevant as Iran War Persists
US letters threatening Chinese banks supporting Iran are irrelevant Unless the war with Iran drags on. That tells you all you need to know. The war with Iran is not ending soon. That has dire consequences for the global economy #Geopolitics #Iran #China #Sanctions #OilMarkets
Australia’s Fuel System Lacks Slack, Fire Exposes Supply Risk
The fire at Australia's refinery is real and significant But there’s no evidence of sabotage. The bigger issue is structural—Australia’s fuel system has almost no slack Events like this quickly turn into supply risk. @SantiagoAuFund
Uncertainty, Not Lost Barrels, Drives Market Risk
The real shock isn’t lost barrels—it’s lost certainty. Markets are pricing duration, not disruption. When no one knows how or when normal returns, risk becomes the system. Not a lot of winning in that trend.
Iran's Oil Reserves Outlast U.S. Patience and Munitions
Iran has 2 to 3 months of oil storage available. I doubt the US has 2-3 months of munitions if there's no deal & the ceasefire ends. I doubt Americans have 2-3 months of patience with inflation & rising costs. That's a...
US Crude Tanker News Is Empty War Distraction
All the talk about US crude loading tankers makes great news-cycle filler And makes proud Americans feel good (the purpose of the news cycle) It makes absolutely no difference for the war with Iran Unless this becomes a forever war That's a nice way...
Iran's Restraint Hinges on Deal; without It, Escalation Looms
The only reason Iran hasn't attacked the US blockade is because it wan't a deal. No deal and kiss the destroyers and aircraft carriers goodbye. If the US won't compromise, we're back to escalation. Remind me who has the leverage here?
China Leverages Iran to Secure Middle East Dominance
Iran is an important element of China's strategy to dominate the Middle East Its trategic ambiguity about weapons & aid to Iran preserves optionality Why do American's think agreeing with our government is the only option? Most of the world sees things differently.
Europe Must Choose Strategic Bases Without Oil or Military
What party should Europe come to ?@RecessionAlert It has no oil so not that party. It has no military so not that party. What bases does the US have covered? Which bases should Europe cover? Show evidence not a narrative. https://t.co/gEP7ozFBb0
U.S. Blockade Fuels Iran’s Shipping Disruption Strategy
The U.S. blockade is helping Iran Iran’s play: disrupt shipping, break the system. U.S. response: disrupt shipping even more. That’s not counter-strategy—it’s reinforcement. #Oil #Energy #Geopolitics https://t.co/Kz2aYw9QG3
Shale Drilling Needs 18‑24‑month Price Certainty, Not Just High Oil
Higher oil price ≠ more shale drilling @WindsorSe7en What matters is 18–24 month price visibility The forward curve isn’t exactly screaming “drill”
Chinese Navy Escorting Iranian Oil Tests US Resolve
What happens if the Chinese navy escorts its purchases of Iranian oil out of the Gulf? Does the U.S. fire—or fold? That’s the risk baked into this blockade. #Oil #Geopolitics #Energy https://t.co/E9QhehmmvD
Strait Reopen Unlikely; Production Recovery Years Away
"The strait could reopen quickly "It won't, but it could," says @gbrew24 "Unwinding production cuts, though, will take weeks if not longer" I'd say re-starting production will take months to years. There's physical & reservoir damage But mostly world demand is down &...
Cheap Energy Drives Technological Innovation, Not Guarantees Future
Then learn while you're young @andrewsun_83 Innovation & technology are corpses without cheap abundant energy. Cross plot the big advances in tech with cheap fossil fuels. Learn from the past but never assume the future will be anything like it. https://t.co/p7RCR0Vnxr
