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Contrarian Investment Research: Energy (Oil & Gas)

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Strait of Hormuz in the last 24 hours. Source: MarineTraffic

Strait of Hormuz in the last 24 hours. Source: MarineTraffic

3,078,320 Aufrufe

Instead of regime change in Iran, we got the opposite outcome. IRGC is now firmly in control. This was most evident to me in mid-April when they forced tankers trying to leave to U-turn. We are in uncharted territories.

Instead of regime change in Iran, we got the opposite outcome. IRGC is now firmly in control. This was most evident to me in mid-April when they forced tankers trying to leave to U-turn. We are in uncharted territories.

85,787 Aufrufe

Strait of Hormuz the last 24 hours. Unreal. Source: MarineTraffic

Strait of Hormuz the last 24 hours. Unreal. Source: MarineTraffic

1,692,265 Aufrufe

Strait of Hormuz in the last 24 hours. Source: MarineTraffic

Strait of Hormuz in the last 24 hours. Source: MarineTraffic

1,204,192 Aufrufe

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

631,422 Aufrufe

Strait of Hormuz over the last 24 hours. Unprecedented. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Unprecedented. Source: MarineTraffic

426,481 Aufrufe

Strait of Hormuz over the last 24 hours. Nothing worth noting. Traffic remains minimal. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Nothing worth noting. Traffic remains minimal. Source: MarineTraffic

138,853 Aufrufe

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

225,609 Aufrufe

Um... wtf is going on? GPS/AIS spoofing? See the end of the video on the Strait of Hormuz. Source: MarineTraffic

Um... wtf is going on? GPS/AIS spoofing? See the end of the video on the Strait of Hormuz. Source: MarineTraffic

89,371 Aufrufe

Guys, it's not rocket science. You need empty tankers to go into the Persian Gulf to alleviate the production shut-in. Without tankers going in, the shut-in continues. That's ~11 million bbls a day. This is the Strait of Hormuz over the last 24 hours. Source: MarineTraffic

Guys, it's not rocket science. You need empty tankers to go into the Persian Gulf to alleviate the production shut-in. Without tankers going in, the shut-in continues. That's ~11 million bbls a day. This is the Strait of Hormuz over the last 24 hours. Source: MarineTraffic

133,317 Aufrufe

Since the Strait of Hormuz closed, this is the craziest 24-hour timelapse you will see. So many tankers made U-turns; currently, 4 might make it through. TORIN (IMO: 9281566) GARDIAN (IMO: 9114581) RAINE (IMO: 9223540) NV AQUAMARINE (IMO: 9307736) Source: MarineTraffic

Since the Strait of Hormuz closed, this is the craziest 24-hour timelapse you will see. So many tankers made U-turns; currently, 4 might make it through. TORIN (IMO: 9281566) GARDIAN (IMO: 9114581) RAINE (IMO: 9223540) NV AQUAMARINE (IMO: 9307736) Source: MarineTraffic

102,184 Aufrufe

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

162,244 Aufrufe

Strait of Hormuz since the last update. Source: MarineTraffic

Strait of Hormuz since the last update. Source: MarineTraffic

155,851 Aufrufe

On the eve of "Operation Freedom". Let's see how many tankers are brave enough to go through the Strait of Hormuz without physical naval escorts. Source: MarineTraffic

On the eve of "Operation Freedom". Let's see how many tankers are brave enough to go through the Strait of Hormuz without physical naval escorts. Source: MarineTraffic

44,262 Aufrufe

Only 1 tanker went INTO the Strait of Hormuz over the last 24 hours. (ARHIMEDA, IMO: 9197909) Remember, you need empty tankers to go IN the Strait to relieve the onshore storage build-up. Without this, the ~11 million b/d of shut-in continues. Source: MarineTraffic

Only 1 tanker went INTO the Strait of Hormuz over the last 24 hours. (ARHIMEDA, IMO: 9197909) Remember, you need empty tankers to go IN the Strait to relieve the onshore storage build-up. Without this, the ~11 million b/d of shut-in continues. Source: MarineTraffic

52,241 Aufrufe

Strait of Hormuz over the last 24 hours. No real changes to the traffic flow. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. No real changes to the traffic flow. Source: MarineTraffic

40,434 Aufrufe

AIS/GPS spoofing continues in the Strait of Hormuz. This is the last 24 hours. Source: MarineTraffic

AIS/GPS spoofing continues in the Strait of Hormuz. This is the last 24 hours. Source: MarineTraffic

23,386 Aufrufe

AIS/GPS spoofing continues in the Strait of Hormuz over the last 48 hours. Source: MarineTraffic

AIS/GPS spoofing continues in the Strait of Hormuz over the last 48 hours. Source: MarineTraffic

20,438 Aufrufe

Strait of Hormuz the last 24 hours. Source: MarineTraffic

Strait of Hormuz the last 24 hours. Source: MarineTraffic

30,561 Aufrufe

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

17,318 Aufrufe

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Strait of Hormuz over the last 48 hours. Nothing notable other than the Russian Yacht about to pass at the end of the video. NORD (IMO: 9853785) Source: MarineTraffic

Strait of Hormuz over the last 48 hours. Nothing notable other than the Russian Yacht about to pass at the end of the video. NORD (IMO: 9853785) Source: MarineTraffic

166,815 Aufrufe • vor 1 Monat

Strait of Hormuz over the last 72 hours. Nothing of importance. Source: MarineTraffic

Strait of Hormuz over the last 72 hours. Nothing of importance. Source: MarineTraffic

67,531 Aufrufe • vor 1 Monat

Strait of Hormuz traffic over the last 36 hours. 3 tankers went in (visible AIS), they are: RHN (IMO: 9208215) ALICIA (IMO: 9281695) AGIOS FANOURIOS I (IMO: 9759824) Outside of that, very little activity. Source: MarineTraffic

Strait of Hormuz traffic over the last 36 hours. 3 tankers went in (visible AIS), they are: RHN (IMO: 9208215) ALICIA (IMO: 9281695) AGIOS FANOURIOS I (IMO: 9759824) Outside of that, very little activity. Source: MarineTraffic

85,877 Aufrufe • vor 1 Monat

Strait of Hormuz over the last 7 days. AIS/GPS spoofing is making it hard to track. Source: MarineTraffic

Strait of Hormuz over the last 7 days. AIS/GPS spoofing is making it hard to track. Source: MarineTraffic

35,322 Aufrufe • vor 19 Tagen

The Strait of Hormuz when the ships were forced to U-turn. Cruise ships (blue) at the bottom, one made it through, 3 are now stuck.

The Strait of Hormuz when the ships were forced to U-turn. Cruise ships (blue) at the bottom, one made it through, 3 are now stuck.

71,231 Aufrufe • vor 1 Monat

Here's an update with the latest traffic flow in the Strait of Hormuz. RAFFLES PROSPERITY (IMO: 9390264) - Not Sanctioned, Oil Products Tanker EAN SPIR (IMO: 9298818) - Not Sanctioned, Oil Products Tanker FPMC C LORD (IMO: 9447574) - Not Sanctioned, VLCC SEAWAY (IMO: 9273650) - Not Sanctioned, Oil/Chemical Tanker AKTI A (IMO: 9935569) - Not Sanctioned, Oil/Chemical Tanker CRAVE (IMO: 9045807) - Sanctioned, LPG/Chemical Tanker GARDIAN (IMO: 9114581) - Sanctioned, LPG Tanker TORIN (IMO: 9281566) - Sanctioned, Oil/Chemical Tanker RAINE (IMO: 9223540) - Sanctioned, LPG Tanker NV AQUAMARINE (IMO: 9307736) - Sanctioned, LPG Tanker 5 sanctioned, 5 unsanctioned

Here's an update with the latest traffic flow in the Strait of Hormuz. RAFFLES PROSPERITY (IMO: 9390264) - Not Sanctioned, Oil Products Tanker EAN SPIR (IMO: 9298818) - Not Sanctioned, Oil Products Tanker FPMC C LORD (IMO: 9447574) - Not Sanctioned, VLCC SEAWAY (IMO: 9273650) - Not Sanctioned, Oil/Chemical Tanker AKTI A (IMO: 9935569) - Not Sanctioned, Oil/Chemical Tanker CRAVE (IMO: 9045807) - Sanctioned, LPG/Chemical Tanker GARDIAN (IMO: 9114581) - Sanctioned, LPG Tanker TORIN (IMO: 9281566) - Sanctioned, Oil/Chemical Tanker RAINE (IMO: 9223540) - Sanctioned, LPG Tanker NV AQUAMARINE (IMO: 9307736) - Sanctioned, LPG Tanker 5 sanctioned, 5 unsanctioned

66,981 Aufrufe • vor 1 Monat

Audio recording from the IRGC’s message to tankers on the closure of the Strait of Hormuz.

Audio recording from the IRGC’s message to tankers on the closure of the Strait of Hormuz.

56,006 Aufrufe • vor 1 Monat

Strait of Hormuz over the last 24 hours. Iran's toll bridge is humming. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Iran's toll bridge is humming. Source: MarineTraffic

36,787 Aufrufe • vor 2 Monaten

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

Strait of Hormuz over the last 24 hours. Source: MarineTraffic

43,092 Aufrufe • vor 2 Monaten

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