Live on Mars with Elon: Tech Fanatics' Paradise
Go live on Mars with Elon @andrewsun_83 That's the land of milk and honey for insane tech fanatics
Coal-to-Liquids Remains Uneconomic and Unscalable, History Shows
Pay attention @andrewsun_83 100 years of history at all oil prices says coal-to-liquids is uneconomic. Even if it were, it can't scale. End of story. Stop beating a dead horse that decomposed and disintegrated before either of us were born.
Decades‑long Water Floods
The example cited was a limited test on a field that had not yet had a water flood @infinitelyblank The fields in Iraq have been on water flood for decades. In the best case, the wells will take weeks to months...
US Blames
Of course US treasury says China can't get oil from Iran. It's part of Trump's fake-reality propaganda machine The US is late to the party because it's been ENERGY BLIND A blockade of Iran's oil should have happened on Trump's Day 1 January...
Energy Shock Just Beginning, World Faces Unprecedented Recovery Crisis
The energy pain hasn’t hit yet—it’s just starting says @OpenSquareCap He's right but it's worse than that Even if Hormuz reopens, the world may never fully recover from this shock To find an event on this scale, you have to go back...
Analysts Lack Field Experience, Misjudge Oil Supply Solutions
Most oil analysts are amateurs with zero oil & gas operational experience That's why they think fixing Hormuz will solve the supply crisis. Have them watch a flow test on a well that's been shut in for a few weeks Or take...
China's Oil Reserves Outpace U.S., Reducing Shock Risk
China is better prepared for an oil system shock that any major power They've been planning and preparing for decades China is not immune The US is more vulnerable than China because our oil is light beer OK for a buzz but not the...
Closing Hormuz Harms All, Not Just China
Reductive nonsense @DrJStrategy I could be more strident "Closing Hormuz hurts China” is fantasy It hurts EVERYONE—starting with the system the U.S. sits at the center of You call yourself a strategist. Run your dumb idea thru a chat bot to see what an...
Iran Won't Abandon Enrichment, Missiles, or Proxies
Let's get real people Iran is not going to give up uranium enrichment, its missile program or proxy network says @citrinowicz Time to stop the wishful thinking & deal with what is--not what some political tool says might be
China’s Coal‑to‑Oil Project Too Small to Matter
China's coal to oil is physically small @gordonschuecker @FootnotesGuy It has nothing to do with war planning It's a science project because China is an oil have-not but has lots of coal It can't scale to more than a few % of...
Coal-to-Liquids: Costly, Unscalable, and Fundamentally Obsolete
Coal-to-liquids has been a failed technology for almost 100 years @LucanusLonginus It was too expensive & unscalable in a world of abundance It looks even more ridiculous in the Mad Max scenario we approach unless we come to our senses...
U.S. Oil Reliance Shows Energy Independence Is Illusion
U.S. Oil Supply: 60% Domestic, 40% Imported “Energy Independence” Is a Myth #Oil #Energy #EnergyIndependence #Geopolitics #USOil #CrudeOil #EnergySecurity https://t.co/6yh7LlchQD
Blockade Fails: Tankers Slip Through, Policy Reality Gap Grows
You're doing a great job, Brownie Day one of the “blockade” and tankers are already getting through Some even sanctioned. The gap between policy and reality is widening. #Oil #Energy #Geopolitics https://t.co/6WFpxr9cpF
IEA Warns Forced Oil Contraction Amid Record Supply Loss
IEA just confirmed it: Record supply loss, collapsing demand, inventories draining. This isn’t a price spike—it’s forced contraction. Reopen Hormuz or brace for impact. https://t.co/Svzz77tows #Oil #Energy #Geopolitics
Blockade Risks Crippling Global Oil System, Not Just Iran
The blockade is meant to break Iran—but it may break the system first, writes @TheMichaelEvery & @BenPicton1 Iran's storage fills quickly—leading to well shut-ins & potential permanent capacity loss Removing ~2 mb/d hits an already stressed system and adds to what...
Iran's Energy Crisis Poised
The noise about the Iran and energy crisis is deafening @dshephard A signal will emerge when its catastrophic economic effects show up in people's lives. It's happening in some places already but not yet in the US where it matters to...
Energy Abundance Ends; Oil Crisis Is a Wake‑up Call
This isn’t an oil shock It’s the end of pretending energy abundance is forever. Hormuz isn’t the crisis. It’s the wake-up call. #Energy #Oil #Geopolitics https://t.co/RqbgleO9zK
Chinese Tanker Slips Through Hormuz, US Credibility Plummets
A sanctioned, Chinese-linked tanker just passed through Hormuz—despite the “blockade.” If ships are moving, enforcement isn’t working. US credibility was at all-time lows Now it's in negative territory. #Oil #Energy #Geopolitics
U.S. Policy Turns Improvised Chaos Under Trump
The US has shifted from strategy to improvisation. Trump's late night manias become the next day's plan. “No nukes” became “how long can you enrich?” Missiles disappeared from the agenda. Federico Fellini could not have scripted this https://t.co/kSVxuuu3Ym
Rising Deficits Make Diesel Rationing Inevitable
As deficits grow, rationing becomes unavoidable—especially for diesel, writes @markfny Governments can delay it—but not stop it. #Oil #Energy #Geopolitics
Refinery Cuts Threaten Buffers, Triggering Oil Supply Cliff
The system isn’t adjusting—it’s depleting. Inventories are masking the shock while demand is being forced lower, writes @HFI_Research If refinery cuts jump to ~8 mbd, the buffers won’t last. The cliff is approaching #Oil #Energy #Geopolitics
China’s Real Focus: Gulf Trade, Not Iranian Oil
China may buy Iran’s oil—but its real bet is the Gulf, writes @glcarlstrom Far more trade, far more investment. No way Beijing risks that for a few discounted barrels. #Oil #China #Geopolitics
Iran Delegation Lacks Authority, Stalling US Talks; Thursday Negotiations Possible
Vance says talks with Iran stalled because its delegation didn't have authority to deal. Saudi is pressing the US to resume talks A new round of negotiations between the US and Iran may be held on Thursday
Ship Breaks Hormuz Blockade, Enters Open Ocean
The ship passed through Hormuz and is now in the Indian Ocean @OuncesApp. The blockade failed. No special circumstances. Hormuz to open ocean. Next excuse?
US Blockade Fails as Sanctioned Tanker Slips Through Hormuz
The U.S. blockade failed its first real-world test. A sanctioned, partially laden shadow tanker sailed through Hormuz on day one. Either enforcement is incompetent —or the blockade was never meant to be more than theater. https://t.co/jENsTJWpLt #OilMarkets #Hormuz #energysecurity
Dollar Resists Petrodollar Collapse, Fueled by U.S. Counterattack
The “petrodollar collapse” story gets it backwards. China was eroding it slowly. The Iran war just forced the U.S. back into the game. Control flows, control currency. The storm is real. The dollar isn’t dying—it’s fighting back. https://t.co/7oWpaZUa7T
US Oil Shift Doubles Asia Shipping Distance, Cuts Supply
Replacing Persian Gulf supply with US barrels doubles shipping distances to Asia This effectively cuts deliverable supply due to tanker availability. https://t.co/MorwvZn1VE
Spreads Reveal Risk Premium Amid Brent Rally
Everyone’s chasing flat price. That’s the crowded trade but spreads tell the truth, notes @tchiling Brent rallied on blockade headlines, but structure broke last week and is only partially recovering. This is risk premium, not full-blown tightness—yet. #Oil #Energy #Trading #Brent...
Gulf's Complexity Makes Hormuz Seizure Strategy Unrealistic
Seizing “key terrain” in Hormuz & wiping out IRGC threats is naive fantasy @MCTothSTL The Gulf is too big, too complex, and too vulnerable to cheap disruption for that to work. Lindsey Graham strategy at its finest. #Energy #Geopolitics
Korea's Mars Sour Market Is Tiny and Competitive
Just because there’s a market for Mars medium heavy sour in Korea, the supply is small & competive @dlawbailey That means the demand is irrelevant If by “GoM” you mean light crude, there’s no “big market” in Korea.
Tanker Owners Shift Any Crude, Paid for Floating Storage
Thanks exactly right @dlawbailey Tanker owners need to move crude. It doesn't matter if it's US light that's not fit for purpose. They're getting paid. Some if it will be used. The rest is floating storage. https://t.co/IW1YHmy5g5
Trump’s Hormuz “Blockade” Is Empty Theater, Ineffective
The Hormuz blockade isn’t a blockade. It’s typical Trump performative bullshit—lots of noise, no substance. It’s indirect pressure done remotely from OUTSIDE the Persian Gulf. That can’t work. The Gulf is too big, too porous, and too prone to cheap disruption to seal. It's Trump's...
Tehran’s Hormuz Blockade Outlasts Trump’s Fleeting Economic Leverage
Markets vs Blockade Guess who wins? A hormuz blockade bets on the only thing Trump doesn't have--time, writes @OpenSquareCap The global economy gives Trump a week or two Tehran can wait longer #Hormuz #EnergyWar #Geopolitics #Oil
Iran, Houthis Threaten Two Oil Chokepoints, Spiking Prices
Iran to Trump: we’ll see you & raise you Iran has only to have the Houthis disrupt Bab al-Mandab too writes @GMonroyEnergy Two chokepoints, one overstretched navy, and oil spikes hard So much winning #Oil #Hormuz #RedSea https://t.co/bgBh1UdjUZ
Blockading Hormuz: Massive Costs, Cheap Disruption Wins
A Hormuz blockade is a complex ACT OF WAR It demands MASSIVE NAVAL RESOURCES & constant coordination You commit carriers, fleets, allies…and still get undermined by mines, drones, CYBER, and fear BIG POWER VS CHEAP DISRUPTION Does anyone hear an echo from the last...
Hormuz Blockade Threatens US Humiliation and Warship Losses
Attempting a Hormuz blockade will be a humiliating defeat for the US Iranian drones and anti-ship ballistic missiles will potentially damage or destroy US warships #StraitOfHormuz #OilMarkets #EnergySecurity #NavalWarfare #Geopolitics #MiddleEast #GlobalRisk #EnergyCrisis #ShippingLanes #MilitaryStrategy
US NatGas Futures Slip to $2.65, Outlook Flat
U.S. natural gas futures price fell $0.15 from $2.80 to $2.65 for the week ending April 10 Price is likely to move sideways or fall slightly on Monday based on 12-month spreads #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/61URlYt6Lw
US Crude Unsuitable for Diesel, Jet; Tankers Turn Storage
Curb your enthusiasm US oil is no good for diesel or jet fuel @Matalasdavid It’s pale lager where stout ale is needed Tankers filling up on US crude will become floating storage
Economic Crisis Looms as Rivals Advance Unchecked
Prepare for the economic shitstorm Negotiations won’t solve this More fighting won’t solve this Export the problem to the rest of the world Meanwhile, China & Russia face fewer distractions & continue advancing their agendas, writes @_HenryBolton
Trump Declares Victory Despite Failed US‑Iran Talks
US-Iran Talks End in Failure What a joke to imagine a deal could be done in 1 day “Whether we make a deal or not makes no difference to me,” Trump said. “And the reason is because we’ve won.” https://t.co/zMb3ZWwssw
U.S. Imports Oil because Domestic Crude Lacks Needed Qualities
Energy blind @Hwy41 Why do you think the US imports 6.5 mmb/d and exports 4 mmb/d? Not all oil is the same Because our oil isn't the right kind to make many of the products we need In a connected world, no one...
US Ammo Shortage Makes Attacks and Escorts Futile
Neither resuming attacks or escorting ships will work @hankzhaotx The US is out of ammo so attacks won't work Tanker owners won't take the risk so escorts won't work. Sometimes we have to accept reality. Iran didn't win but we lost.
Bombing Alone Won’t Win Iran War, Feasibility Matters
The Iran War didn’t fail in execution—it failed in feasibility History is clear: bombing alone rarely delivers regime change or decisive outcomes But Pentagon experience gets filtered It compresses uncertainty & elevates risks that look manageable While downplaying the risks that aren’t #IranWar #MilitaryStrategy #AirPower...
Cheap Drones Turn War Into Saturation Chaos
March 1 at a thinly fortified Kuwaiti port showed the future of war. Cheap Iranian drones hit without warning—no front lines, no safety, just chaos. This is now a war of saturation, where disruption at scale beats dominance. #Iran #Drones #Warfare https://t.co/R3QbmM0fDj
Extreme Oil Volatility Erodes Profits, Forces Adaptation
Extreme oil price volatility kills trading profits When prices spike and collapse in days, even the best traders get burned Paper markets lose while physical traders try to adapt to chaos. https://t.co/NCTf0WILzE #OilMarkets #Volatility #Energy #Trading
US Mine‑Clearing Claim False; Hormuz Access Remains Limited
US warships intent to clear mines isn't a "lie" as you claim @adamscochran The real story is that the U.S. CAN enter Hormuz--IT'S NOT CLOSED Safe passage isn't guaranteed--that's why tankers WON'T pass The spin is about control. The reality is about limits....
Drones Flip Warfare Economics: Cheap Swarms Outsmart Expensive Defenses
Drones mark a new tipping point in warfare On par with gunpowder or coal-powered navies. They change the economics: Cheap, scalable attacks versus expensive, finite defenses. $50K drones vs $3M interceptors. Volume beats precision. Cost beats sophistication. https://t.co/ZOwRomeqLO #Drones #Warfare #AsymmetricWarfare #MilitaryTech #Geopolitics
Brent Front‑month Crashes, 12‑month Spread Narrows
Brent futures 12-month spread narrowed $16.45 (48%) 6-month spread widened $15.36 (54%) for the week ending April 10 Front-month price fell $13.83 (13%) from $109.03 to $95.20 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/gqclIvmfUr
Natural Gas Isn’t a Viable Car Fuel, only Electricity
I didn't say anything about natural gas @NGLFundamentals @RKelanic didn't either in her article except as part of electric power generation 👇 https://t.co/R5Mz43vnmO
US Warships Enter Hormuz, Raising Iran Tension Concerns
US warships just crossed Hormuz. Earth to Trump: WTF? Are you ending negotiations with Iran? Are you claiming Hormuz? Planning to occupy Iran? I know a plan is a lot to ask. #Hormuz #Geopolitics #OilMarkets https://t.co/EQxOGT4dzM
