Brent Climbs to $108.17, Monday May See Drop
Brent futures price rose $2.82 from $105.33 to $108.17 week ending May 1 Downward price pressure is likely on Monday based on 12-month spreads #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/rTch11BKet
Low US Munitions Make Escalation Unlikely, Ceasefire Persists
Escalation seems unlikely because of low US munitions levels, @zoomer_tate That was probably behind the ceasefire too “Unlikely” is a long way from “impossible” Unless Trump can see a quick win from escalation, I doubt he will face the many other headwinds Just...
Iran's Resilience May Outlast US Amid Looming Inevitability
Iran knows how to absorb & manage economic pain. It's bet is that continuing the layered crises hurt the US more than Iran The gray swan in both warring parties' future is Simon Montefiore's "Momentous Inevitability" When what initially seems unlikely suddenly becomes...
DOE Claims Energy Promises Kept, Reality Questionable
This is the Great Pretending @ericnuttall Straight from the US DOE website “THE STATE OF AMERICAN ENERGY: Promises Made, Promises Kept” “UNLEASHING THE GOLDEN ERA OF ENERGY DOMINANCE AND LOWERING PRICES” https://t.co/9B4TdW5g18
Mocking Unreal Demands to Halt Iran's Nuclear Program
You say we must physically stop Iran from getting nukes Tell us how that works Mr Tough Guy @CRUDEOIL231 Do you also have some thoughts on how to get elephants off their butts & learn to fly already?
Oil Markets Are Adaptive, Not Simple Inventory Models
JPM’s point that inventories are thinner than you think is reductive, Captain Obvious nonsense @AlaliQasem @VandanaHari_SG You can’t model oil like a machine because it’s not Oil is a non-linear living system that adapts and self-organizes. You may not like how it...
Iranian Strikes Render Conventional US Bases Obsolete
CNN isn’t claiming total destruction of US bases Iran’s strikes got through often enough & hit enough valuable targets, to cause real damage across the base network in the region This new kind of warfare makes conventional basing irrelevant. https://t.co/Lsk51S1bpZ #MiddleEast #Geopolitics #OSINT #EnergyCrisis...
Abandoning Iran Deal: Decade’s Biggest Strategic Mistake
Walking away from the Iran nuclear deal was one of the most consequential strategic errors of the last decade, writes @citrinowicz My take: The Iran War was the biggest military blunder since 1812 The greatest economic blunder in human history https://t.co/DN3n26r6W4
U.S. Diesel Demand Remains Robust Despite Iran Conflict
U.S. diesel consumption has been strong so far in 2026 Effects of the Iran War have not materially affected the U.S. economy yet #Diesel #OilMarkets #EnergyIsTheEconomy #IranWar #Macro #Commodities #Demand https://t.co/qQSUV8pEch
US Diesel Inventories Won’t Hit Zero, Prices Stay High
Sure @NGLFundamentals But his main point is that US inventories will reach zero I don’t see that happening High diesel prices + recession/depression from Iran War shortages ==>rapid drawdown to some baseline =•=>flat inventories, tight market, lower but still high prices
Diesel Prices Surge as Inventories Plummet, CI Turns Negative
You’re directionally right but volumetrically off @HFI_Research Diesel leads—price is already decoupled from comparative inventory When CI turns negative, price spikes Demand destruction will cap how low inventories fall #Diesel #OilMarkets #Energy #Commodities #Inflation https://t.co/Kagb6TSzbm
Blockade Squeezes Iran yet Fuels Its Resilience
The blockade squeezes Iran—and props it up at the same time. By lifting oil prices it also funds Iranian resilience and strains the global economy It’s a slow, leaky tool, not a decisive one. https://t.co/2HUjqpRXMj #OilMarkets #Hormuz #Geopolitics #EnergyCrisis #Sanctions
U.S. Cheap Gas Gives Structural Manufacturing Edge Amid War
Old news @FreightWaves Cheap U.S. gas isn’t a new war story It’s a decade-old shale story being retold with a geopolitical headline. Flatbed spikes don’t mean a manufacturing boom They mean something just broke and everyone’s scrambling. #EnergyMarkets #NaturalGas #Shale #Manufacturing #EnergyReality
Economic Fury Misses: No Shock, No Inflation, No Uprising
Bessent's Economic Fury has failed No sustained supply shock, no inflation surge, no public backlash. When the pressure doesn’t move prices, people, or politics, it’s not a strategy—it’s a miss. #OilMarkets #Geopolitics #EnergyCrisis #Inflation #Strategy
Green Projects Falter as Cheap Energy Era Ends
If you’re signaling that a wave of green projects is coming, I disagree @greenmktgl Those projects made sense in a world of growth, global integration, & cheap energy & materials That world is fading—& the assumptions that supported those “green” ambitions are...
Price Dip Driven by Trader Positioning, Not Fundamentals
An ~$8 drop with no fundamental catalyst is almost certainly positioning and profit-taking @ALikhodedov The world didn't change overnight The price fell because traders hit "sell" The expiry may not be the only reason but the timing suggests that's a major factor. #OilMarkets...
Trump's Blockade Claim: Iran's Oil Won’t Explode
Trump says the US blockade will make Iran's oil infrastructure "explode." That is not how it works,” says @RKelanic “Nothing is going to self-destruct.” He knows nothing about energy. She does. Who ya gonna call? https://t.co/83RPZRUAbi #OilMarkets #EnergyReality #Infrastructure #Geopolitics #EnergyPolicy
Keystone Revival Reshapes Canada's Oil Future, Kills West Coast Plans
A revived Keystone pipeline to the US would reset Canada's oil future, says @ericnuttall It would add up to ~900 kb/d of export capacity into the U.S And send the ill-conceived West Coast Pipeline & Pathways to a well-deserved death #OilSands #Pipelines...
Iran's Anti‑drone Fire Signals Disorder, Not Escalation
Iranian defense systems fired on something over Tehran today Probably US or Israeli surveillance drones It's not a signal of escalation--just the new global disorder. #Iran #Drones #WarDynamics #Geopolitics #SignalVsNoise
U.S. Net Energy Exports Are Mostly Gas, Not Oil
Most US energy net exports are natural gas, not oil The US is far from immune or isolated from geopolitical energy shocks Energy is the economy. Politically expedient lies will be discovered by the people when the economy sucks for them. #EnergyIndependence #OilMarkets...
China Lets Hormuz Stay Open, Exploiting Western Turmoil
That's a fair way to think about it @Stormontenergy But maybe China just lets Hormuz ride for now. It's benefiting from more relative economic destruction to the West It has ample reserves including a few months of Iranian crude already on...
Demand Destruction Caps U.S. Diesel Deficit, Prices Lead
Ukraine Shock: U.S. diesel inventories led, prices followed Today: Prices lead—Demand destruction likely caps inventory deficits #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/FA6tDuU7W2
Oil Cutoff Forced Hitler’s Unwanted, Failed Russian Invasion
Hitler's invasion of Russia during WWII was a failure but it was for a good reason @Rafalote2 Russia had cut off Germany's source of oil in Romania. Hitler didn't want to invade Russia. He had no choice.
Ford's Departure Signals Operational Limits Amid Crisis
The USS Ford is leaving the Middle East You don’t pull a premier asset in the middle of a crisis unless limits—operational, political, or logistical—are binding. The Ford leaving says more than the speeches. #Hormuz #geopolitics #USNavy #military #risk
Briefing ≠ Action: Skepticism Over Hormuz Tweet Leak
A briefing on a Hormuz ground operation does not mean a decision or imminent action @HormuzLetter I'm always suspicious when I learn something big like this from a tweet Somehow all the news agencies in the world missed this Remarkable #Hormuz #geopolitics...
Misreading Iran: US‑Israel Stalemate Fuels Renewed Risk
The US and Israel lost in Iran but refuse to quit, says Steven Starr I wish it were that clear. The real story isn't about defeat or victory. It's about miscalculation & increased danger We think the fighting is over. True for now. Not...
22‑Year Low: US Crude and Gasoline Stocks Plunge
Biggest weekly comparative inventory decrease in 22 years U.S. C.I. fell 19 mmb & crude fell 6.3 mmb for the week ending April 24 Crude oil and all refined products decreased #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/1QZP2U0rd2
China’s 2‑3‑Month Iranian Crude Buffer Soon Ends
Roughly 155 mb of Iranian crude and condensate already sits outside the Gulf chokepoint, reports @Kpler China has a 2–3 month buffer of Iranian barrels outside the Gulf. After that, supply tightens, prices rise, and margins get squeezed. #OilMarkets #Iran #China #Refining...
DOE Charts Turn Into Trump Propaganda, Not Data
These charts are copied directly from the DOE website TRUMP is shown producing US oil and natural gas The DOE has become a propaganda mouthpiece for the Administration @SecretaryWright DOE should explain energy—not market it. #EnergyReality #OilMarkets #DataIntegrity #Shale #NGPL @acranberg
China Not Deploying Naval Escort to Strait of Hormuz
Bogus @MarioNawfal China is NOT sending a naval escort to the Strait of Hormuz You would hear about that as instant front page news globally Not on a fake YouTube channel that fraudulently calls itself "Wall Street Journal Research Center YT" You are...
Markets Price Oil, Ignore Systemic Supply Chain Risks
Markets are pricing oil, not the system, writes @annerquaye Chips, chemicals, logistics… all exposed. Markets are calm because nothing’s broken yet. That’s not the same as safe. #Markets #SupplyChains #Semiconductors #Oil #Geopolitics https://t.co/ENxhdTgdv5
Oil Markets Stalled; Inflation Rising, Consumers Feel It First
Talks are stuck, Hormuz is still constrained, and paper oil is catching up to physical reality. UAE policy shifts don’t matter mid-crisis. Inflation is rising—and consumers see it before policymakers do. #OilMarkets #Inflation #Hormuz https://t.co/210C3G49T1
Eurodollars Dominate as Petrodollar Fades, Dollar Consolidates
The petrodollar has been increasingly irrelevant for more than a decade @ctindale Eurodollars run the system And as disorder spreads, the dollar isn’t fading, it’s consolidating power #Dollar #Eurodollar #Macro #OOTT https://t.co/lMSN5ySCZ5
UAE Liquidity Aid Could Cement Dollar Dominance
China probably is short on liquidity If the UAE provides it via US swap lines, that strengthens US dollar dominance, right @izakaminska ? #China #DollarSystem #Geoeconomics #Yuan #GlobalFinance
Shutdown Timeline Exaggerated; Iran's Production Halt Won’t Ensure Defeat
The storage story is real—but the “X days to shutdown” framing is overstated @AyeshaTariq It's a model built on assumptions Iran shutting in production will cause its defeat Stop being played by the propaganda machine #OilMarkets #Iran #Energy #Hormuz #Geopolitics
U.S. Remains
Wrong Oil at Home, Right Oil from Abroad The U.S. imported an average of 6.3 mmb/d in 2024 and 2025 And exported 4.0 mmb/d #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/HjHulwbyTC
US Imports 6.5 MMbpd, Contradicting “Plenty” Claim
Show data to support your unsupportable claim that the US has “plenty of medium sour” crude oil @straytwt No one cares about your opinion Never mind. I just did your work for you. Plenty? That must be why we import 6.5 mmm/d Because...
Global Economy Needs Gulf-Quality Oil, Not US Crude
The global system doesn't just run on oil It runs on the right kind of oil The Persian Gulf has it The US doesn't That's why the US exports 4-5 mmb/d Any questions? #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/TM9lmc9yM8
U.S. Light Shale Oil Mismatch Drives Massive Imports
The US produces oil but not the right kind • US crude is dominated by light shale oil • Refineries are optimized for heavier crude • Light oils yield too much gasoline, not enough diesel That's why the US imports 6 mmb/d #energy #OOTT...
Demand Collapse, Not Supply, Drives Oil Market Shock
UAE leaving OPEC to pump more won’t save this market. Demand will break before supply does. Even with Hormuz open, we’re not going back to “normal.” This isn’t Kansas, Toto—it’s the other side of the shock to end all shocks. https://t.co/iSdVUiOkGq #OOTT...
AI Triggers Credit Cycle Shift, Targeting Software First
Q1 funding liquidity shock reflects a turn in the credit cycle because of AI, says Carlyle Credit markets are targeting software first because AI can replace it fastest. This isn’t broad disruption yet. It’s targeted repricing where revenue is most exposed. #AI...
EIA Predicts Brent Falling From $124 to $68 by 2027
EIA projects Brent to average $124 in May It will fall to $86 by December and end 2027 at $68 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/lvYTPIuacn
Wars in Ukraine and Iran Undermine Global Economies
Russia’s economy is bad, reports @TheMichaelEvery The truth is that wars in Ukraine & Iran are hurting ALL economies The myth is clean outcomes. The reality is slow degradation that shows up unevenly Too late for consensus to price it correctly. #Russia #WarEconomy...
Kpler's Half‑production Cut for Iran Remains Speculative
Kpler estimates Iranian crude production COULD fall from current levels by more than half It may be directionally reasonable but it’s a guess, not evidence. AIS gaps, spoofing, ghost fleets, STS transfers and wartime rerouting mean “loadings” are not confirmed exports. https://t.co/wqmEnea7g5
Iran's Hormuz Stance Shows Leverage, Not Peace
Iran’s offer is not peace. It’s leverage. Stop attacks in Hormuz, lift the blockade, delay nuclear talks. Iran will not give up Hormuz Trump would be seen as a LOSER He has lost far more than he’s won in this war https://t.co/ROFpujXMUA #Oil #Iran #Hormuz #Geopolitics
Pipelines Only Slow Economic Bleeding, Not Stop It
Pipelines have no resilience @PodMonsieur The world economy is bleeding out Pipelines are a tourniquet that may stop 20% of blood loss. A good idea but the patient still dies. https://t.co/8UzUUOalHm
Hormuz’s ‘Trivial’ Loss Claim Exposed as Absurd
Only 3.8% of global trade passes thru Hormuz so losing it is no big deal, says @econovisuals The central nervous system is less than 3% of human body weight So losing it would also be no big deal, right? You win the...
Extended Iran Blockade Harms Both Iran and the US
The Trump administration says 2 more months of blockade will really hurt Iran But what does two more months do to the US? Damage isn’t one-sided. War compounds both ways. #Geopolitics #OilMarkets #EnergyCrisis https://t.co/1YjxR8MqOt
Iran Offers Nuclear Compromise; US Refuses to Budge
Can’t agree on nukes? Let's park it, says Iran End the war. Reopen Hormuz. Deal with the hard part later. The US says, NO WAY Good compromise #Geopolitics #Iran #Hormuz
Iran's Dwindling Storage Signals a Gradual Oil Squeeze
Iran has several weeks of storage left, says @Kpler Iran's pain isn’t immediate or decisive This is a slow squeeze, not a sudden break. https://t.co/sB1UdJek5w #OilMarkets #Iran #Hormuz #EnergyCrisis