Yuan Can't Fund Hormuz Oil Flows, Dollar Remains Essential
Paying in Yuan for Hormuz passage doesn't work, writes @biancoresearch Oil markets run on liquidity and deep capital markets. China’s financial system can’t absorb global oil flows, There’s no way to verify settlement currency at sea. #OilMarkets #Hormuz #DollarSystem #Geopolitics
No Evidence of Fujairah Oil Terminal Attack Yet
No credible confirmation that Fujairah’s oil terminal was attacked @DarioCpx If it were real, markets, satellite imagery, and shipping data would show it immediately. #OilMarkets #Hormuz #EnergySecurity #Geopolitics
War Plans Fail Without Contingency Scenario Planning
The problem isn’t preemptive strikes @tobe_duru It’s the lack of scenario planning Things in war will go wrong. What was the plan for when they do? It seems that every action assumes only the success case.
No Plan to Replace 90% of Kharg Exports
Who said anything about replacing 90% of Kharg exports @DynamicMoats ? Stick to the subject
Iran's Weakened Regime Turns to Nuclear Weapon
A weakened Iran regime will build a bomb, writes @citrinowicz Its threshold deterrence failed, so a nuclear weapon is its only future option, Teheran reasons US tactical wins ==>>higher strategic risks https://t.co/HoMF2AHa5U #IranWar #NuclearStrategy #Geopolitics #MiddleEast
SPR Shift to Oil Loans Slows Response Amid Shock
The SPR plan just got more complicated. Instead of selling oil fast, the government may “loan” it through an exchange, writes @JavierBlas This avoid charges of draining the reserve, writes @Rory_Johnston Politically safer, but slower — not ideal in the...
Export Ban Repeal Sacrificed Oil Resilience for Profit
The U.S. had a long history of regulating oil markets, in part to ensure spare capacity, @NeilAtkinson58. That approach was codified in the 1975 Energy Policy and Conservation Act (EPCA). Repealing the export ban in 2015 marked the real break. Markets are great...
Oil Profits Trump, While Consumers Pay and Lose Jobs
Who's the "we" in "we make a lot of money" @atrupar Oil companies make a lot of money. "We" pay a lot more money for everything & "we" lose our jobs. Good deal. @Ole_S_Hansen
US Fuel Inventories Climb Across Crude, Gasoline, Distillate
U.S. comparative inventory rose 1.5 mmb for the week ending March 6 Crude C.I. rose 1.8 mmb, gasoline rose 1.5 mmb and distillate rose 0.9 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/bXRNoEFCkI
Trump's Hormuz Gamble Sparks Energy Crisis, Political Peril
Trump is a genius He just figured out he f**ked himself. He didn't see that starting a war that the closed the world's most important energy chokepoint might backfire? #IranWar #OilMarkets #GasPrices #EnergyCrisis #Hormuz #Geopolitics https://t.co/eqI97IDGLV
Iran War Threatens Global Oil System, Risks Economic Collapse
Oil is the lifeblood of the global economy. The system just had a heart attack. The Iran War could become the most consequential geopolitical blunder by an American president in modern history. LINK👇 https://t.co/Tx2sjAvFjq #IranWar #OilMarkets #StraitOfHormuz #EnergyCrisis #EnergySecurity #Geopolitics #GlobalEconomy #OilShock #EnergySystem #SystemicRisk
Only Hormuz Reopening Can Avert Global Oil Crisis
Trump has a few days to finish the war before oil finishes him, says @JavierBlas That's wrong. This was finished on March 1 when tankers stopped moving through the Hormuz Strait. Trump has a few days to find a way to get...
Oil Crash Exposes Trump's Premature Victory Claims
Oil is the lifeblood of the global economy, and it just had a heart attack. What does the buffoon-in-chief say? "We won. We won. We won the bet in the first hour. It was over. But we won." I agree with him that...
SPR Buffer Brief; Hormuz Delay Drains Reserves Fast
A 400M barrel release can cushion the shock, but only briefly. If Hormuz shipping isn’t restored by late March, losses outpace the reserve fast—about 80M barrels per week. The SPR buys time, not supply. #OilMarkets #SPR #EnergySecurity #Hormuz #EnergyCrisis
Physical Supply Shortage Freezes Oil Market Despite Premiums
The oil market isn’t clearing Available barrels are being offered at extreme premiums, but refiners are refusing to buy When prices rise this fast, markets freeze. The problem isn’t cost. It’s physical supply. https://t.co/bjYMZAsRUg #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #EnergySecurity
Iran Keeps Oil Flowing as Gulf Supplies Stall
“Winning like never before”? Iran keeps exporting oil through Hormuz Saudi, Iraqi, and Gulf supplies stall and global shipping freezes. Control of the chokepoint looks very different from the victory narrative. https://t.co/XWciH00m2o #IranWar #OilMarkets #Hormuz #EnergySecurity #Geopolitics
IEA‑Trump Alliance Risks Oil Glut, Markets Unconvinced
Looks like the start of a beautiful “oil glut” partnership between the IEA and the Trump administration. Markets may have other ideas. #OilMarkets #EnergyPolicy #IEA #Geopolitics #EnergySecurity https://t.co/IPd77wk6Q7
Hormuz Crisis Proves Oil Supply Far From Abundant
Claims that the world is “well supplied with oil” during a Hormuz crisis are obviously false @SecScottBessent With 35% of maritime oil flows offline, your comments are at best out-of-touch with reality. At worst, they're lies #OilMarkets #Hormuz #EnergySecurity #IranWar #Geopolitics
Tehran Fuel Depot Hit, Iran’s Domestic Supply Crippled
Strike on a Teheran fuel depot is unconfirmed @shanaka86 If true, it's about domestic fuel, not oil exports The target choice matters. It squeezes Iran internally without blowing up global oil markets. #IranWar #oilmarkets #Hormuz #EnergySecurity #Geopolitics
U.S. NatGas 12‑Month Spread Tightens as Prices Surge
U.S. natural gas 12-month spread narrowed $0.15 (24%) on higher front-month price May contract rose $0.32 (11%) from $2.88 to $3.20 week ending March 6 Front-month price increased $0.33 (11%) from $2.86 to $3.19 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG
US Natgas Returns to Lower Yield Curve Post‑Winter
U.S. natural gas has reverted to a lower yield curve now that winter is over for markets $3.01 spot price was about $0.14 less than the marginal price on the orange yield curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG...
US Natgas Deficit Widens as Henry Hub Slips
U.S natural gas comparative fell 38 bcf to a deficit of 61 bcf week ending February 27 Henry Hub spot price decreased $0.07 from $3.08 to $3.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/pa4jH8FvtE
Diesel Price Spikes Threaten the Global Economy
Oil shocks get headlines. Diesel shocks stop the world Trucks, ships, mines, farms, trains, planes & militaries all run on it Persian Gulf crude is ideal for making it Diesel fuel price hikes are the real killers of the economy #diesel #oilmarkets #energy #Hormuz...
Hormuz Strait Moves 35% of Global Oil Trade
Hormuz carries about one-fifth of global oil supply But roughly one-third of seaborne oil trade normally pass thru the Strait The real shock is 35% of globally traded oil. Peak oil is today’s reality. #oil #energy #Hormuz #geopolitics #EnergyMarkets https://t.co/ENXgbxfCcf
US $20B War‑Risk Backstop Fails to Attract Tankers
US offers a $20B maritime war-risk reinsurance backstop to coax tankers back into the Gulf No one wants it It doesn’t provide shipowners the incentive they need to sail into a war zone. #Hormuz #oilmarkets #shipping #geopolitics
Ceasefire, Not Insurance, Needed to Normalize Hormuz Traffic
Hormuz traffic isn’t being stopped by insurance alone, writes @Amena__Bakr Coverage is still available. The real deterrent is fear of attack, and only a full, sustained ceasefire will normalize flows. #Hormuz #shipping #oilmarkets
Iran Conflict May Trigger 1970s‑style Oil Shock
This may not be WWIII. But it could be the 1930s moment of our era, writes @nfergus He notes, if the Iran war drags on and oil flows break, the shock could rival the 1970s. I'D SAY WE'RE ALREADY THERE WITH...
LNG Supply Shocks Expose Energy Transition’s Fatal Flaw
Qatar LNG offline — unprecedented. U.S. exporters win, importers lose, says @seb_kennedy Ukraine & Iran wars expose a core flaw in the “energy transition” narrative. All energy depends on supply chains — break them, you break energy. No supply chains, no energy. Plan B? #LNG...
DC's Limited Tricks Can't Stop High Oil Prices
DC won’t let high oil prices hurt Americans Good luck As @rory_johnston frames it, here are the options • SPR release (here we go again) • Sanctions relief on Russia (err... not great) • Gas tax holiday (2022 redux) You can’t print barrels https://t.co/3KCAj8NtGr #Oil #EnergyMarkets...
Iran Denies Ras Tanura Attack, Blames Israel
Ras Tanura was attacked by Iran based on all reliable reporting @RyanRozbiani A Tasnim denial is just that, not independent confirmation. #Iran #RasTanura #OilSecurity #MiddleEast #FactCheck #Geopolitics @VandanaHari_SG
Oil Market Stays Calm Amid War Rhetoric
"Oil market not too worried" @Bear__85 "You may not be interested in war, but war is interested in you" --Leon Trotsky https://t.co/G26AVdQkOv
Desert UAE's Water Crisis Highlights Grid Vulnerability
Panic buying reflects fear. The real question is grid resilience. Energy and water are inseparable in the desert. #UAE #WaterSecurity #Hormuz #EnergyInfrastructure #Geopolitics #MiddleEastConflict
Europe’s Gas Prices Surge 50% Amid Hormuz Tensions
European gas just posted its biggest one-day jump since the Ukraine invasion. Up ~50% as Hormuz security stalls LNG shipping. Energy shocks don’t disappear — they compound. Just when inflation felt contained, volatility returns. Cost-of-living isn’t gone. It was dormant. #NaturalGas #TTF #Hormuz #EnergyCrisis...
LNG Model Fails: Losses May Be Rational Choice
Bottom line is that the LNG business model sucks @AsimRiaz1978 Losing money is rational behavior if less is lost than making a different decision. Good money after bad. Please don’t tag me on posts to draw attention to your views thru my...
Chinese Drones Plausible, Hypersonics Doubtful; Markets See Calm
Reports of Chinese drones to Iran are plausible But talk of hypersonics is a leap. If true, I see little effect for the present Iran crisis Markets agree with Brent rolling into contango. This looks like calibrated support, not crisis-altering escalation https://t.co/x606IhOrev #Iran...
Brent Contango Signals Market Downplays Iran Disruption Risk
Brent DFL rolling into contango suggests the market is fading the Iran oil disruption risk @Rory_Johnston A US strike will probably still happen But traders aren’t pricing sustained barrels off the market. #Oil #Brent #Iran #EnergyMarkets #Geopolitics
AI Growth Stalled by Material and Grid Limits
AI isn’t just code @patrickbrown333 It’s copper, rare earths, turbines, and grid physics. We don’t have the materials, dispatchable power, or interconnection capacity to scale it . Innovation is fast. Infrastructure isn’t. #AI #Energy #Grid #CriticalMinerals #Infrastructure #Overshoot
Communities Demand Decisions, Costs, Concessions for AI Data Centers
People and towns are pushing back against AI data centers There are benefits for jobs & tax revenues but costs in traffic, land use, water, noise & grid stress. As the buildout accelerates, the fight shifts from “can we build?” to “who...
AI Data Centers Will Need Their Own Power Sources
“Bring your own power” is coming for AI data centers Higher rates, curtailment, and political backlash are growing as data centers strain grids https://t.co/oS784Z1ZAk #AI #datacenters #energy #powergrid #naturalgas #PJM #infrastructure #geopolitics
Italy's Carbon Rebates Hide High Power Costs, Gas Dominates
Italy wants to mask high power prices by rebating carbon costs But gas still sets the marginal price and firm capacity is still scarce. When will Europe learn it can't regulate its way around energy constraints? https://t.co/bvwbqV1FTZ #EnergyPolicy #PowerMarkets #CarbonMarkets #EnergyTransition #EnergyPhysics
Batteries Increase Grid Complexity and Cost, Not a Fix
You missed my point @simonnextclick Massive battery spending doesn’t erase grid physics. Batteries add more complexity to grid constraints & more cost to renewables that are already uneconomic at scale. Stop buying the hype & learn about reality LINK👇 https://t.co/74DMqJ5DXD #EnergyTransition #Batteries #Grid #Renewables #EnergySystems
BP Pushes Aggressive Shale Expansion Despite Declining Basins
BP's Koontz is blowing serious smoke in Permian, Eagle Ford & Haynesville Grow shale to 650k bpd while spending $800M less capital? In mature basins with 30% declines? Looks like he's taking his Sandridge Wild West show act to BP Investors beware #Oil #Shale #Permian...
Grid Constraints Will Limit Electrification Before Copper Supply
Your "copper cliff" assumes demand is unlimited @simonnextclick It isn’t Grid bottlenecks, permitting delays, power shortages & capital constraints will cap electrification long before geology does #Copper #EnergyTransition #Grid #Electrification #Commodities @ctindale @wbaltzley02
US Natgas Deficit Shrinks, Prices Near Seasonal Average
U.S natural gas comparative rose 70 bcf to a deficit of 24 bcf week ending February 20 Henry Hub spot price decreased $0.19 from $3.27 to $3.08 Price is reverting to ~$3.07 May - October average after the polar vortex shock #energy #NaturalGas...
Coal's Decline Left a Dispatchable Power Gap
Coal's long decline is why US power supply is can't meet demand expectations. That doesn't mean “coal was good” or “renewables failed.” US lost a massive block of dispatchable power during a no-growth era Now that growth is back, there's no fast,...
WTI Surplus Grows, Prices Hover Near $65
WTI comparative inventory returned to a surplus It has increased 12 mmb to 5.3 mmb more than the 5-year average $65.30 WTI was $8 > marginal price on the red yield curve the week ending February 20 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit...
US Inventories Rise, Supporting Oil Glut Narrative
A good week for the oil glut story U.S. comparative inventory rose 12 mmb for the week ending February 20 Crude C.I. rose 13 mmb, gasoline was flat and rose distillate rose 0.1 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
U.S. Frack Fleets Eye Argentina as New Growth Frontier
U.S. shale isn’t dead but frack fleets are heading overseas “The opportunity in Argentina is one of the most promising," says Patterson-UTI Energy CEO. https://t.co/BGmL1ZLCnL #Shale #Oil #Fracking #EnergyMarkets #SupplyConstraints
OPEC+ Poised for Cautious Supply Hikes Amid Y2K‑style Glut
OPEC+ likely to restart supply hikes The oil glut is looking more like Y2K Still, OPEC+ increases will probably be cautious. https://t.co/XT9I0sGhYp #Oil #OPECPlus #EnergyMarkets #Geopolitics #Shale
Keystone XL Revival Appears in New Filings
New filings suggest the Keystone XL pipeline is being resurrected South Box in Canada & Bridger Pipeline in the U.S. are involved. https://t.co/Gl3HfeV9C5 #KeystoneXL #Pipelines #EnergyPolitics #Oil #Canada #US