Jack Prandelli's banner

Jack Prandelli

@jackprandelli • 48,510 subscribers

Daily Insights on Global Commodities Markets and Events | Commodity Trader | Founder of The Merchant (40k+ subs) 3x/week → https://t.co/P0NxCHeI5V

Shorts

🇺🇸The CIA director just drew the line plainly. "We're the largest economy in the world. China is the second largest economy in the world. Russia's economy is about the size of my home state, Texas. Russia has to choose where they are gonna compete. China competes with us across the board." That is the actual reason the US energy weapon thesis targets China specifically. Russia is a military problem with a Texas sized economy. China is the strategic rival with the scale to match.

🇺🇸The CIA director just drew the line plainly. "We're the largest economy in the world. China is the second largest economy in the world. Russia's economy is about the size of my home state, Texas. Russia has to choose where they are gonna compete. China competes with us across the board." That is the actual reason the US energy weapon thesis targets China specifically. Russia is a military problem with a Texas sized economy. China is the strategic rival with the scale to match.

543,726 Aufrufe

🚨🛢️ THE WORLD’S 3 BIGGEST REFINING SYSTEMS ARE ALL UNDER PRESSURE 🇨🇳 China: 18.83 mb/d The world’s largest refining system, but heavily exposed to medium-sour Gulf crude. Lower imports, weak margins and feedstock constraints are forcing run cuts. 🇺🇸 United States: 18.17 mb/d Refineries are running near maximum capacity. Margins are extremely strong, but limited spare capacity means any outage could quickly tighten gasoline, diesel and jet fuel supplies. 🇷🇺 Russia: 6.72 mb/d Repeated Ukrainian strikes have disrupted major refineries, reduced crude processing and forced tighter controls on fuel exports. 🇮🇳 India follows in 4th place at roughly 5 mb/d. The real issue is how much capacity is actually available, supplied with the right crude and operating safely. China lacks the right barrels. The US lacks spare capacity. Russia lacks operational security. That is why refining, not crude production alone, is becoming one of the most important pressure points in the global oil market.

🚨🛢️ THE WORLD’S 3 BIGGEST REFINING SYSTEMS ARE ALL UNDER PRESSURE 🇨🇳 China: 18.83 mb/d The world’s largest refining system, but heavily exposed to medium-sour Gulf crude. Lower imports, weak margins and feedstock constraints are forcing run cuts. 🇺🇸 United States: 18.17 mb/d Refineries are running near maximum capacity. Margins are extremely strong, but limited spare capacity means any outage could quickly tighten gasoline, diesel and jet fuel supplies. 🇷🇺 Russia: 6.72 mb/d Repeated Ukrainian strikes have disrupted major refineries, reduced crude processing and forced tighter controls on fuel exports. 🇮🇳 India follows in 4th place at roughly 5 mb/d. The real issue is how much capacity is actually available, supplied with the right crude and operating safely. China lacks the right barrels. The US lacks spare capacity. Russia lacks operational security. That is why refining, not crude production alone, is becoming one of the most important pressure points in the global oil market.

20,552 Aufrufe

3 Indian sailors are dead after a US strike disabled the tanker MT Settebello in the Gulf of Oman. CENTCOM says it was carrying Iranian crude and ignored orders. (21 crew were rescued). India has summoned the US chargé d'affaires. This incident will outlast the news cycle. It's the 2nd Indian-crewed, Palau-flagged tanker hit by US forces in a single week (MT Marivex was first; all crew survived). Blockade enforcement is no longer an abstraction between Washington and Tehran. It's now killing 3rd-country seafarers. The world's tanker fleet runs on flags of convenience and Indian, Filipino and Chinese crews. A blockade that treats every non-compliant hull as a target puts those crews at risk. For shipping, this adds a layer on top of Hormuz war-risk premia now extend into the Gulf of Oman and Arabian Sea, crews may refuse Gulf routings, and insurers reprice everything Iran-adjacent. The blockade's cost is no longer just barrels. It's manpower and coverage. video source: current report

3 Indian sailors are dead after a US strike disabled the tanker MT Settebello in the Gulf of Oman. CENTCOM says it was carrying Iranian crude and ignored orders. (21 crew were rescued). India has summoned the US chargé d'affaires. This incident will outlast the news cycle. It's the 2nd Indian-crewed, Palau-flagged tanker hit by US forces in a single week (MT Marivex was first; all crew survived). Blockade enforcement is no longer an abstraction between Washington and Tehran. It's now killing 3rd-country seafarers. The world's tanker fleet runs on flags of convenience and Indian, Filipino and Chinese crews. A blockade that treats every non-compliant hull as a target puts those crews at risk. For shipping, this adds a layer on top of Hormuz war-risk premia now extend into the Gulf of Oman and Arabian Sea, crews may refuse Gulf routings, and insurers reprice everything Iran-adjacent. The blockade's cost is no longer just barrels. It's manpower and coverage. video source: current report

760,506 Aufrufe

The US Navy just turned back 8 Iranian oil tankers in the Strait of Hormuz, forcing them to reverse course. Iran closed the strait to everyone. The US Navy is now deciding whose oil actually moves through it. That is the 5th Fleet doing exactly what the chokepoints table says it does. Policing the strait that carries 30% of the world's seaborne crude, and now explicitly denying Iran's own barrels.

The US Navy just turned back 8 Iranian oil tankers in the Strait of Hormuz, forcing them to reverse course. Iran closed the strait to everyone. The US Navy is now deciding whose oil actually moves through it. That is the 5th Fleet doing exactly what the chokepoints table says it does. Policing the strait that carries 30% of the world's seaborne crude, and now explicitly denying Iran's own barrels.

187,640 Aufrufe

The strangest oil trade of 2026 isn't happening at sea. It's 700 tanker trucks a day crossing the Iraq–Syria desert. The biggest winner is a government that barely produces oil at all. Hormuz shut → Iraq lost 90% of export revenue. Baghdad will take ANY outlet. So 2 land corridors opened: al-Waleed in Anbar (31 March) and Rabia/Yarubiyah (20 April) the latter sealed since 2013. Destination: Baniyas, Syria's Mediterranean port. Then by sea to Europe. The numbers are medieval and massive at once: 500–700 trucks/day, 30 tonnes each. Baniyas unloading capacity up 30%, 120k bpd flowing. Baseline 150k bpd, target 350k. Moving just 50k bpd of crude takes 1,000 trucks running nonstop, this is a pipeline made of wheels. 💰The economics Here's the desperation premium: SOMO is paying $20–22 per barrel to move fuel oil by land. By sea it costs cents. Iraq signed for 650k tonnes/month anyway because the alternative isn't a cheaper route.... It's zero. Damascus collects on every barrel: transit fees, storage, port charges, plus cheap Iraqi fuel. At $2–3/bbl that's $8–13M/month, rising to $21–30M at full flow. For al-Sharaa's empty treasury, possibly his most reliable hard-currency stream. The worse Iraq's crisis gets, the more Syria earns. The structural irony is that Iran shut Hormuz to punish its enemies. Result, Iraqi oil money now flows to a Damascus government Tehran calls an adversary while Iraq, Iran's closest Arab partner, sits on life support. Chokepoints don't choose their victims, Geography does.

The strangest oil trade of 2026 isn't happening at sea. It's 700 tanker trucks a day crossing the Iraq–Syria desert. The biggest winner is a government that barely produces oil at all. Hormuz shut → Iraq lost 90% of export revenue. Baghdad will take ANY outlet. So 2 land corridors opened: al-Waleed in Anbar (31 March) and Rabia/Yarubiyah (20 April) the latter sealed since 2013. Destination: Baniyas, Syria's Mediterranean port. Then by sea to Europe. The numbers are medieval and massive at once: 500–700 trucks/day, 30 tonnes each. Baniyas unloading capacity up 30%, 120k bpd flowing. Baseline 150k bpd, target 350k. Moving just 50k bpd of crude takes 1,000 trucks running nonstop, this is a pipeline made of wheels. 💰The economics Here's the desperation premium: SOMO is paying $20–22 per barrel to move fuel oil by land. By sea it costs cents. Iraq signed for 650k tonnes/month anyway because the alternative isn't a cheaper route.... It's zero. Damascus collects on every barrel: transit fees, storage, port charges, plus cheap Iraqi fuel. At $2–3/bbl that's $8–13M/month, rising to $21–30M at full flow. For al-Sharaa's empty treasury, possibly his most reliable hard-currency stream. The worse Iraq's crisis gets, the more Syria earns. The structural irony is that Iran shut Hormuz to punish its enemies. Result, Iraqi oil money now flows to a Damascus government Tehran calls an adversary while Iraq, Iran's closest Arab partner, sits on life support. Chokepoints don't choose their victims, Geography does.

530,993 Aufrufe

💥Glencore's Kazzinc, Kazakhstan's largest producer of zinc, lead, copper, gold, and silver just had a deadly explosion. 2 dead, 5 injured, building partially collapsed. The critical minerals supply chain isn't just concentrated. It's fragile.

💥Glencore's Kazzinc, Kazakhstan's largest producer of zinc, lead, copper, gold, and silver just had a deadly explosion. 2 dead, 5 injured, building partially collapsed. The critical minerals supply chain isn't just concentrated. It's fragile.

268,317 Aufrufe

Videos

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

Free preview available • Premium content

🚨Jeff Currie: "I'd argue in my entire career, I have never seen an energy environment this tight." The US SPR sits near a 43-year low, with barely 19 million barrels of cushion above the operating floor Refining margins just hit a record $60+ a barrel, 6x the 40 year average, driven by supply absence, not demand Roughly 6 million bpd of global refining capacity is offline between Russia, China and the Middle East Currie is betting the barrels win.

🚨Jeff Currie: "I'd argue in my entire career, I have never seen an energy environment this tight." The US SPR sits near a 43-year low, with barely 19 million barrels of cushion above the operating floor Refining margins just hit a record $60+ a barrel, 6x the 40 year average, driven by supply absence, not demand Roughly 6 million bpd of global refining capacity is offline between Russia, China and the Middle East Currie is betting the barrels win.

98,741 Aufrufe • vor 7 Tagen

🚨🇺🇸 TRUMP ON HIGH OIL PRICES: “Just give me a little time.” He is saying that oil prices will go down 📉 as it happens during the MOU…

🚨🇺🇸 TRUMP ON HIGH OIL PRICES: “Just give me a little time.” He is saying that oil prices will go down 📉 as it happens during the MOU…

42,662 Aufrufe • vor 5 Tagen

🚨You cannot buy a new gas turbine until 2030 GE, Siemens, Mitsubishi order books stretching to 2029. Prices nearly tripled since 2019. Every AI data center, every gas power plant, every energy security project on earth is queuing for the same machine.

🚨You cannot buy a new gas turbine until 2030 GE, Siemens, Mitsubishi order books stretching to 2029. Prices nearly tripled since 2019. Every AI data center, every gas power plant, every energy security project on earth is queuing for the same machine.

658,638 Aufrufe • vor 2 Monaten

Bessent just connected every dot,like I wrote i my latest article. China bought 90% of Iran's oil exports. That's almost 10% of China's total imports. Now the blockade cuts it off. And the US is warning Chinese banks: process Iranian payments = secondary sanctions. This isn't just an energy blockade. It's a financial one too. 🇮🇷 Iran loses its only real customer 🇨🇳 China loses its cheapest oil source 🏦 Chinese banks face secondary sanctions risk 💸 Iran's $400M/day bleeding accelerates 🛢️ Chinese imports already spiking +20% y/y Bessent called China "unreliable" for hoarding oil during the war instead of sharing with allies. Trump said "Xi needs oil. We don't." Now the Treasury is closing the financial escape hatch too. Water blockade + Financial blockade... Simultaneously. The summit just got a lot more complicated. Full breakdown in my latest article 👇

Bessent just connected every dot,like I wrote i my latest article. China bought 90% of Iran's oil exports. That's almost 10% of China's total imports. Now the blockade cuts it off. And the US is warning Chinese banks: process Iranian payments = secondary sanctions. This isn't just an energy blockade. It's a financial one too. 🇮🇷 Iran loses its only real customer 🇨🇳 China loses its cheapest oil source 🏦 Chinese banks face secondary sanctions risk 💸 Iran's $400M/day bleeding accelerates 🛢️ Chinese imports already spiking +20% y/y Bessent called China "unreliable" for hoarding oil during the war instead of sharing with allies. Trump said "Xi needs oil. We don't." Now the Treasury is closing the financial escape hatch too. Water blockade + Financial blockade... Simultaneously. The summit just got a lot more complicated. Full breakdown in my latest article 👇

528,720 Aufrufe • vor 3 Monaten

🇷🇺Putin just said the quiet part loud 🇪🇺"Europe is lacking brains" Brutal, But look at the timing. -Ras Laffan offline 3-5 years -Hormuz 4 ships in 48 hours -Qatar LNG gone for every European buyer -Von der Leyen no to Russian gas And Putin's sitting on a pipeline that still works. He doesn't need to fire a single missile at Europe. He just needs to wait ♟️ #Germany shut its nuclear plants. Closed its Russian pipeline. Refused to join the coalition. Now stares down an energy winter with no exit. Putin didn't create this crisis. But he's watching Europe walk straight into it with zero leverage and zero alternatives. "Economic decisions made by politicians with no connection to the economy." 📩 I break down exactly what this means for markets every week in my newsletter. Link in bio

🇷🇺Putin just said the quiet part loud 🇪🇺"Europe is lacking brains" Brutal, But look at the timing. -Ras Laffan offline 3-5 years -Hormuz 4 ships in 48 hours -Qatar LNG gone for every European buyer -Von der Leyen no to Russian gas And Putin's sitting on a pipeline that still works. He doesn't need to fire a single missile at Europe. He just needs to wait ♟️ #Germany shut its nuclear plants. Closed its Russian pipeline. Refused to join the coalition. Now stares down an energy winter with no exit. Putin didn't create this crisis. But he's watching Europe walk straight into it with zero leverage and zero alternatives. "Economic decisions made by politicians with no connection to the economy." 📩 I break down exactly what this means for markets every week in my newsletter. Link in bio

285,362 Aufrufe • vor 4 Monaten

🇷🇺5 of Russia's top 10 refineries are offline. 1.45 mbd down. What years of Western sanctions couldn't do, Ukrainian drones did in 2 months. Russia is being demoted from refiner to crude only exporter losing the value-add of the barrel. Source: Business Basics

🇷🇺5 of Russia's top 10 refineries are offline. 1.45 mbd down. What years of Western sanctions couldn't do, Ukrainian drones did in 2 months. Russia is being demoted from refiner to crude only exporter losing the value-add of the barrel. Source: Business Basics

148,222 Aufrufe • vor 3 Monaten

🇺🇸 US energy is reshaping global oil markets. Texas and the Permian Basin have turned America into a shale superpower. Before: → Early 1980s: US pumping roughly 8.6 million bpd → Decades of decline follow → 2008: bottoms out around 5.0 million bpd After: → Shale revolution flips the trend → Texas alone has pumped tens of billions of barrels cumulative, the Permian Basin as the engine → On some days, 1 in every 5 barrels produced on Earth is American This wasn't a new discovery. It was a technology, unlocking what decline said was already gone.

🇺🇸 US energy is reshaping global oil markets. Texas and the Permian Basin have turned America into a shale superpower. Before: → Early 1980s: US pumping roughly 8.6 million bpd → Decades of decline follow → 2008: bottoms out around 5.0 million bpd After: → Shale revolution flips the trend → Texas alone has pumped tens of billions of barrels cumulative, the Permian Basin as the engine → On some days, 1 in every 5 barrels produced on Earth is American This wasn't a new discovery. It was a technology, unlocking what decline said was already gone.

28,871 Aufrufe • vor 23 Tagen

🚨 CEO Sultan Al Jaber warns Gulf oil flows could take at least 4 months to recover to just 80% of pre-war levels, even if the Iran conflict ended immediately. Reopening Hormuz is not the same as restoring normal flows. Tankers, LNG cargoes, pipelines, storage systems, and damaged infrastructure all need time to restart. Markets may be underestimating how long the supply shock could last. video source The National

🚨 CEO Sultan Al Jaber warns Gulf oil flows could take at least 4 months to recover to just 80% of pre-war levels, even if the Iran conflict ended immediately. Reopening Hormuz is not the same as restoring normal flows. Tankers, LNG cargoes, pipelines, storage systems, and damaged infrastructure all need time to restart. Markets may be underestimating how long the supply shock could last. video source The National

69,382 Aufrufe • vor 2 Monaten

🚢 Vessels Crossed Strait of Hormuz 🟢 Feb 26 → 132 vessels 🟢 Feb 27 → 128 vessels 🟡 Feb 28 → 98 vessels 🟠 Mar 01 → 18 vessels 🔴 Mar 02 → 7 vessels 🔴 Mar 03 → 2 vessels 🔴 Mar 04 → 2 vessels 🔴 Mar 05 → 1 vessel ❌ Mar 06 → 0 vessels 🔴 Mar 07 → 1 vessel 🔴 Mar 08 → 2 vessels 🔴 Mar 09 → 1 vessel 🔴 Mar 10 → 2 vessels 🔴 Mar 11 → 1 vessel ❌ Mar 12 → 0 vessels 🔴 Mar 13 → 3 vessels 🔴 Mar 14 → 1 vessel ❌ Mar 15 → 0 vessels 🔴 Mar 16 → 1 vessel 🔴 Mar 17 → 2 vessels 🔴 Mar 18 → 1 vessel ❌ Mar 19 → 0 vessels 🔴 Mar 20 → 1 vessel 🔴 Mar 21 → 2 vessels 🔴 Mar 22 → 3 vessels 🔴 Mar 23 → 5 vessels 🔴 Mar 24 → 6 vessels 🔴 Mar 25 → 2 vessels 🔴 Mar 26 → 7 vessels 🔴 Mar 27 → 4 vessels 🟠 Mar 28 → 12 vessels 🔴 Mar 29 → 2 vessels 🔴 Mar 30 → 4 vessels 🔴 Mar 31 → 5 vessels 🔴 Apr 1 → 8 vessels 🔴 Apr 2 → 6 vessels 🟠 Apr 3 → 14 vessels 🟠 Apr 4 → 10 vessels 🟠 Apr 5 → 11 vessels 🔴 Apr 6 → 7 vessels 🟠 Apr 7 → 11 vessels 🔴 Apr 8 → 5 vessels 🔴 Apr 9 → 9 vessels 🔴 Apr 10 → 8 vessels 🟠 Apr 11 → 14 vessels 🟠 Apr 12 → 22 vessels 🟠 Apr 13 → 17 vessels 🟠 Apr 14 → 19 vessels 🟠 Apr 15 → 15 vessels 🔴 Apr 16 → 8 vessels 🟠 Apr 17 → 12 vessels 🟠 Apr 18 → 35 vessels full article here: video source:kpler

🚢 Vessels Crossed Strait of Hormuz 🟢 Feb 26 → 132 vessels 🟢 Feb 27 → 128 vessels 🟡 Feb 28 → 98 vessels 🟠 Mar 01 → 18 vessels 🔴 Mar 02 → 7 vessels 🔴 Mar 03 → 2 vessels 🔴 Mar 04 → 2 vessels 🔴 Mar 05 → 1 vessel ❌ Mar 06 → 0 vessels 🔴 Mar 07 → 1 vessel 🔴 Mar 08 → 2 vessels 🔴 Mar 09 → 1 vessel 🔴 Mar 10 → 2 vessels 🔴 Mar 11 → 1 vessel ❌ Mar 12 → 0 vessels 🔴 Mar 13 → 3 vessels 🔴 Mar 14 → 1 vessel ❌ Mar 15 → 0 vessels 🔴 Mar 16 → 1 vessel 🔴 Mar 17 → 2 vessels 🔴 Mar 18 → 1 vessel ❌ Mar 19 → 0 vessels 🔴 Mar 20 → 1 vessel 🔴 Mar 21 → 2 vessels 🔴 Mar 22 → 3 vessels 🔴 Mar 23 → 5 vessels 🔴 Mar 24 → 6 vessels 🔴 Mar 25 → 2 vessels 🔴 Mar 26 → 7 vessels 🔴 Mar 27 → 4 vessels 🟠 Mar 28 → 12 vessels 🔴 Mar 29 → 2 vessels 🔴 Mar 30 → 4 vessels 🔴 Mar 31 → 5 vessels 🔴 Apr 1 → 8 vessels 🔴 Apr 2 → 6 vessels 🟠 Apr 3 → 14 vessels 🟠 Apr 4 → 10 vessels 🟠 Apr 5 → 11 vessels 🔴 Apr 6 → 7 vessels 🟠 Apr 7 → 11 vessels 🔴 Apr 8 → 5 vessels 🔴 Apr 9 → 9 vessels 🔴 Apr 10 → 8 vessels 🟠 Apr 11 → 14 vessels 🟠 Apr 12 → 22 vessels 🟠 Apr 13 → 17 vessels 🟠 Apr 14 → 19 vessels 🟠 Apr 15 → 15 vessels 🔴 Apr 16 → 8 vessels 🟠 Apr 17 → 12 vessels 🟠 Apr 18 → 35 vessels full article here: video source:kpler

87,503 Aufrufe • vor 3 Monaten

🇪🇺Ursula von der Leyen just admitted Europe's energy bill exploded by €27 billion in 2 months of Middle East conflict and called it proof that Europe cannot be overdependent on imported energy. She's describing the fire while standing next to the people who lit it. Germany shut down its last nuclear plants in 2023 by choice a decision made in peacetime that removed 6% of European baseload electricity clean, firm, domestic power that needed no tankers, no pipelines, and no Hormuz. ⚠️Now the same European institutions calling for energy sovereignty are importing solar panels, batteries, and wind components overwhelmingly from China the country that controls 80%+ of global solar manufacturing and dominates the battery supply chain Europe needs to "go renewable." That's trading one dependency for another one. The way forward requires admitting the mistakes first.

🇪🇺Ursula von der Leyen just admitted Europe's energy bill exploded by €27 billion in 2 months of Middle East conflict and called it proof that Europe cannot be overdependent on imported energy. She's describing the fire while standing next to the people who lit it. Germany shut down its last nuclear plants in 2023 by choice a decision made in peacetime that removed 6% of European baseload electricity clean, firm, domestic power that needed no tankers, no pipelines, and no Hormuz. ⚠️Now the same European institutions calling for energy sovereignty are importing solar panels, batteries, and wind components overwhelmingly from China the country that controls 80%+ of global solar manufacturing and dominates the battery supply chain Europe needs to "go renewable." That's trading one dependency for another one. The way forward requires admitting the mistakes first.

54,112 Aufrufe • vor 2 Monaten

Oil power didn't stay where it started. The countries controlling energy today look nothing like the map from 50 years ago. And right now, that map is shifting again faster than anyone expected. 🇺🇸 US: from import-dependent to world's n.1 producer 🇸🇦 Saudi Arabia: 700K bpd knocked offline by Iranian strikes 🇷🇺 Russia: sanctions-hit but Urals just hit a 13 year high 🇮🇷 Iran: controls the world's most critical chokepoint 🌍 Everyone else: scrambling for alternatives Decades of energy geopolitics rewired in weeks. Hormuz didn't just block oil. It exposed exactly who holds the cards and who doesn't. The next energy map is being drawn right now. Also in LNG something big just happened if you want to know it read my latest article here:

Oil power didn't stay where it started. The countries controlling energy today look nothing like the map from 50 years ago. And right now, that map is shifting again faster than anyone expected. 🇺🇸 US: from import-dependent to world's n.1 producer 🇸🇦 Saudi Arabia: 700K bpd knocked offline by Iranian strikes 🇷🇺 Russia: sanctions-hit but Urals just hit a 13 year high 🇮🇷 Iran: controls the world's most critical chokepoint 🌍 Everyone else: scrambling for alternatives Decades of energy geopolitics rewired in weeks. Hormuz didn't just block oil. It exposed exactly who holds the cards and who doesn't. The next energy map is being drawn right now. Also in LNG something big just happened if you want to know it read my latest article here:

62,705 Aufrufe • vor 3 Monaten

In 15 months, the US LNG export capacity Doubled. In just over a year. And the world just realized why that matters. 🇶🇦 Qatar LNG via Hormuz: gone 🇷🇺 Russian LNG: back to sanction,backdoor deals 🇦🇺 Australia: maxed out 🇺🇸 US LNG: just doubled its export capacity. 📦 First country ever to export 100M metric tons LNG in a year 🔥 Natural gas production: record 118.5 bcf/day 🚢 Glencore locked in 3M tons/year for 20 years 🤝 Mercuria locked in 1.5M tons/year for 20 years US built the infrastructure before it happened. While Iran was building a toll booth Washington was permitting export terminals. The 121 tankers didn't appear overnight. Neither did the LNG capacity.

In 15 months, the US LNG export capacity Doubled. In just over a year. And the world just realized why that matters. 🇶🇦 Qatar LNG via Hormuz: gone 🇷🇺 Russian LNG: back to sanction,backdoor deals 🇦🇺 Australia: maxed out 🇺🇸 US LNG: just doubled its export capacity. 📦 First country ever to export 100M metric tons LNG in a year 🔥 Natural gas production: record 118.5 bcf/day 🚢 Glencore locked in 3M tons/year for 20 years 🤝 Mercuria locked in 1.5M tons/year for 20 years US built the infrastructure before it happened. While Iran was building a toll booth Washington was permitting export terminals. The 121 tankers didn't appear overnight. Neither did the LNG capacity.

52,630 Aufrufe • vor 3 Monaten

🇺🇸 Utah just approved a massive AI data center twice the size of Manhattan It’s expected to use 9 gigawatts of power and 16.6 billion gallons of water per year in a state already battling severe drought💧 If you want to know the full case with names, math, triggers of the disclosure stocks. Read my latest article. The link is in the below comments👇 video source : Mario Nawfal

🇺🇸 Utah just approved a massive AI data center twice the size of Manhattan It’s expected to use 9 gigawatts of power and 16.6 billion gallons of water per year in a state already battling severe drought💧 If you want to know the full case with names, math, triggers of the disclosure stocks. Read my latest article. The link is in the below comments👇 video source : Mario Nawfal

19,610 Aufrufe • vor 2 Monaten

🚨 Yesterday, I published an article arguing that the drop in oil prices may be premature and tricky. Today, Jeff Currie said the same thing on Bloomberg TV. Currie is Carlyle's head of energy pathways. Before that, 25 years running Goldman Sachs' global commodities research. When he talks, the market listens. His call: oil flows through Hormuz will not normalize until the end of 2026. Not next week, not next month... End of year at the earliest. Why? De mining, Insurance, Tanker availability, Patrols, Inventory rebuilding.... It all takes months. The strait was effectively closed after the February conflict knocked over 10 million barrels per day offline. You don't reverse that with a signed memorandum. Trump is optimistic about rapid resumption. Currie is not. The financial market is pricing the headline. The physical market is pricing the reality. I wrote yesterday that the inventory hole is too deep. That the recovery timeline is months, not days. Currie just confirmed it on Bloomberg. Read my full analysis. Link in the comments 👇

🚨 Yesterday, I published an article arguing that the drop in oil prices may be premature and tricky. Today, Jeff Currie said the same thing on Bloomberg TV. Currie is Carlyle's head of energy pathways. Before that, 25 years running Goldman Sachs' global commodities research. When he talks, the market listens. His call: oil flows through Hormuz will not normalize until the end of 2026. Not next week, not next month... End of year at the earliest. Why? De mining, Insurance, Tanker availability, Patrols, Inventory rebuilding.... It all takes months. The strait was effectively closed after the February conflict knocked over 10 million barrels per day offline. You don't reverse that with a signed memorandum. Trump is optimistic about rapid resumption. Currie is not. The financial market is pricing the headline. The physical market is pricing the reality. I wrote yesterday that the inventory hole is too deep. That the recovery timeline is months, not days. Currie just confirmed it on Bloomberg. Read my full analysis. Link in the comments 👇

12,550 Aufrufe • vor 1 Monat

Discover the most common types of cargo ships, from massive Container Ships to specialized Livestock Carriers. Cargo Ship Types: ▪️ Oil tanker ▪️ LNG carrier ▪️ Container ship ▪️ Bulk carrier ▪️ Ro-Ro ▪️ Livestock carrier #ship #vessel #lng #carrier #logistics

Discover the most common types of cargo ships, from massive Container Ships to specialized Livestock Carriers. Cargo Ship Types: ▪️ Oil tanker ▪️ LNG carrier ▪️ Container ship ▪️ Bulk carrier ▪️ Ro-Ro ▪️ Livestock carrier #ship #vessel #lng #carrier #logistics

14,793 Aufrufe • vor 4 Monaten

Keine weiteren Inhalte verfügbar