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📉ECONOMIC MELTDOWN: Iranian Offensive Successfully Strangles Global Energy Supply As ALL LIGHTS FLASH RED! Saudi Arabia Just Suspended Next Month's Shipments Of Any Oil To Europe, "The Inflation Is Going To Be Off The Charts Starting NOW!" PLUS, Supertanker EXPLODES After Hitting IRGC Mine In Strait Of Hormuz! Finally,... show more

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🇸🇦🇮🇷 Saudi Arabia built a pipeline to escape Iran's grip on the Strait of Hormuz. Now that pipeline has been knocked offline, and Saudi is being forced to send MORE oil through Hormuz. The strategic trap around the Kingdom is tightening incredibly fast. Saudi's East-West pipeline was supposed to be its insurance policy. Move millions of barrels of oil across the country to Yanbu, load it onto tankers in the Red Sea and bypass Hormuz completely. Then came the drone attack, and now the clock is ticking. Existing oil inventories at Yanbu could be depleted within roughly 5–7 days if flows aren't restored. So Saudi is doing something extraordinary: Increasing oil shipments through the Strait of Hormuz. Meanwhile, MBS is scrambling for help. The Saudis have already asked Trump to join their campaign against the Houthis. He declined. Now MBS is reportedly heading to Cairo as Riyadh searches for another regional military power capable of helping it contain the crisis. Saudi was supposed to be the energy superpower capable of keeping oil flowing when Hormuz went bad. Instead, the Houthis have destroyed its Plan B. Brandon Weichert

🇸🇦🇮🇷 Saudi Arabia built a pipeline to escape Iran's grip on the Strait of Hormuz. Now that pipeline has been knocked offline, and Saudi is being forced to send MORE oil through Hormuz. The strategic trap around the Kingdom is tightening incredibly fast. Saudi's East-West pipeline was supposed to be its insurance policy. Move millions of barrels of oil across the country to Yanbu, load it onto tankers in the Red Sea and bypass Hormuz completely. Then came the drone attack, and now the clock is ticking. Existing oil inventories at Yanbu could be depleted within roughly 5–7 days if flows aren't restored. So Saudi is doing something extraordinary: Increasing oil shipments through the Strait of Hormuz. Meanwhile, MBS is scrambling for help. The Saudis have already asked Trump to join their campaign against the Houthis. He declined. Now MBS is reportedly heading to Cairo as Riyadh searches for another regional military power capable of helping it contain the crisis. Saudi was supposed to be the energy superpower capable of keeping oil flowing when Hormuz went bad. Instead, the Houthis have destroyed its Plan B. Brandon Weichert

Mario Nawfal

289,187 görüntüleme • 2 gün önce

A drone attack on a Saudi oil pumping station could have consequences far beyond the battlefield. Reports say the facility, linked to the 1,200-km East-West Pipeline, was attacked by pro-Iranian forces operating from Iraq, forcing Saudi Arabia to halt operations at the site. The East-West Pipeline is strategically important because it allows Saudi crude to reach the Red Sea without passing through the Strait of Hormuz. But the pipeline depends on pumping stations to keep crude moving, meaning damage to a critical station can disrupt the wider system rather than just one location. Estimates suggest the disruption could reduce global oil supply by around 4%. If that figure holds, it shows why energy infrastructure has become a strategic target: a relatively small drone attack on one critical node can potentially create consequences across the entire global oil market. #saudiarabia #saudi #Hormuz #Houthi #HouthiRebels #drones

A drone attack on a Saudi oil pumping station could have consequences far beyond the battlefield. Reports say the facility, linked to the 1,200-km East-West Pipeline, was attacked by pro-Iranian forces operating from Iraq, forcing Saudi Arabia to halt operations at the site. The East-West Pipeline is strategically important because it allows Saudi crude to reach the Red Sea without passing through the Strait of Hormuz. But the pipeline depends on pumping stations to keep crude moving, meaning damage to a critical station can disrupt the wider system rather than just one location. Estimates suggest the disruption could reduce global oil supply by around 4%. If that figure holds, it shows why energy infrastructure has become a strategic target: a relatively small drone attack on one critical node can potentially create consequences across the entire global oil market. #saudiarabia #saudi #Hormuz #Houthi #HouthiRebels #drones

Srijan Pal Singh

11,994 görüntüleme • 1 gün önce

🇺🇸 🇮🇷 DANGER: ARE THE HOUTHIS A SERIOUS RISK TO OIL TRAFFIC IN THE RED SEA?! They've already proven they are. Yemen's Iranian - backed Houthis declared a maritime embargo on Saudi Arabia. In two weeks, Saudi crude loadings through the Bab el - Mandeb collapsed 36% - from 9.5 million to 6.1 million barrels daily. They're already attacking tankers. Saudi Arabia was using the Red Sea as an escape route because Iran blocked Hormuz. Seventy percent of their crude exports now move through this strait. Two tanker attacks forced them to halt all shipments temporarily. The Bab el - Mandeb carries 12% of global maritime trade. A full Houthi closure cuts global oil supply by 7%. Combined with the Hormuz blockade, that's a quarter of global oil and gas at risk. This is Iran squeezing two chokepoints at once. Can we protect the Strait of Hormuz and the Red Sea?

🇺🇸 🇮🇷 DANGER: ARE THE HOUTHIS A SERIOUS RISK TO OIL TRAFFIC IN THE RED SEA?! They've already proven they are. Yemen's Iranian - backed Houthis declared a maritime embargo on Saudi Arabia. In two weeks, Saudi crude loadings through the Bab el - Mandeb collapsed 36% - from 9.5 million to 6.1 million barrels daily. They're already attacking tankers. Saudi Arabia was using the Red Sea as an escape route because Iran blocked Hormuz. Seventy percent of their crude exports now move through this strait. Two tanker attacks forced them to halt all shipments temporarily. The Bab el - Mandeb carries 12% of global maritime trade. A full Houthi closure cuts global oil supply by 7%. Combined with the Hormuz blockade, that's a quarter of global oil and gas at risk. This is Iran squeezing two chokepoints at once. Can we protect the Strait of Hormuz and the Red Sea?

Bill Mitchell

14,056 görüntüleme • 1 ay önce

Saudi Arabia built the East-West Pipeline as a backup for a Strait of Hormuz crisis. If the chokepoint is disrupted, oil can be pumped across Saudi Arabia to the Red Sea, where tankers can carry it to global markets without passing through the Gulf. But reportedly, drones launched from Iraq targeted critical pumping infrastructure near Riyadh and Madinah rather than the pipeline itself. That could be more damaging: while a pipeline puncture may be repaired relatively quickly, specialised pumping equipment can take weeks to restore. Initial estimates suggest repairs could take 5–6 weeks. That creates a major strategic problem. Saudi Arabia may have spare oil capacity, but it still needs a functioning route to export it. With Hormuz already disrupted, damage to the East-West Pipeline’s pumping network could weaken Saudi Arabia’s most important alternative export route—making this far more than just an attack on oil infrastructure. #iran #saudiarabia #drone #DroneStrike #Hormuz

Saudi Arabia built the East-West Pipeline as a backup for a Strait of Hormuz crisis. If the chokepoint is disrupted, oil can be pumped across Saudi Arabia to the Red Sea, where tankers can carry it to global markets without passing through the Gulf. But reportedly, drones launched from Iraq targeted critical pumping infrastructure near Riyadh and Madinah rather than the pipeline itself. That could be more damaging: while a pipeline puncture may be repaired relatively quickly, specialised pumping equipment can take weeks to restore. Initial estimates suggest repairs could take 5–6 weeks. That creates a major strategic problem. Saudi Arabia may have spare oil capacity, but it still needs a functioning route to export it. With Hormuz already disrupted, damage to the East-West Pipeline’s pumping network could weaken Saudi Arabia’s most important alternative export route—making this far more than just an attack on oil infrastructure. #iran #saudiarabia #drone #DroneStrike #Hormuz

Srijan Pal Singh

48,162 görüntüleme • 2 gün önce

🇾🇪💥🇸🇦 The regional energy crisis may be entering an even more dangerous phase. Yemen’s Houthis have reportedly struck the first Saudi-linked oil tanker in the Red Sea, just two days after announcing the start of a naval blockade targeting Saudi Arabia. ⚠️ The reported attack comes as the Strait of Hormuz remains closed, raising the prospect of simultaneous disruptions across two of the world’s most critical maritime energy routes. 🛢️ If attacks on Saudi-linked tankers continue and the confrontation escalates further, global oil prices could rise rapidly, intensifying supply concerns and pushing the wider energy crisis closer to a severe international shock. See the latest updates with us: Visioner

🇾🇪💥🇸🇦 The regional energy crisis may be entering an even more dangerous phase. Yemen’s Houthis have reportedly struck the first Saudi-linked oil tanker in the Red Sea, just two days after announcing the start of a naval blockade targeting Saudi Arabia. ⚠️ The reported attack comes as the Strait of Hormuz remains closed, raising the prospect of simultaneous disruptions across two of the world’s most critical maritime energy routes. 🛢️ If attacks on Saudi-linked tankers continue and the confrontation escalates further, global oil prices could rise rapidly, intensifying supply concerns and pushing the wider energy crisis closer to a severe international shock. See the latest updates with us: Visioner

Visioner

26,728 görüntüleme • 1 ay önce

🇸🇦🇺🇸 Saudi Arabia is telling Trump to back off the blockade before Iran shuts down the only route keeping Gulf oil flowing... Saudi Arabia is reportedly privately pressing Washington to drop the Hormuz blockade and return to negotiations. The reason is simple: if Iran retaliates by activating the Houthis to close Bab el-Mandeb, Saudi Arabia loses its last remaining export route. After the war closed Hormuz, Saudi Arabia pivoted its oil exports to Yanbu on the Red Sea, restoring output to its pre-war level of seven million barrels per day. Iran's foreign policy adviser publicly warned that Tehran views Bab el-Mandeb "just as it looks at Hormuz" and can disrupt it "with a single signal." Saudi energy officials told the WSJ they secured commitments from the Houthis not to attack Saudi ships through Bab el-Mandeb. But Riyadh warned Washington the situation is "fluid" and the Houthis could escalate if pushed further by Iran. The U.S. blockade is designed to choke Iran's revenue. But Iran can respond by choking Saudi Arabia's revenue through its Yemeni proxy. Both chokepoints closed simultaneously means the entire Gulf's oil output has no route to market. Global energy markets collapse. Source: WSJ

🇸🇦🇺🇸 Saudi Arabia is telling Trump to back off the blockade before Iran shuts down the only route keeping Gulf oil flowing... Saudi Arabia is reportedly privately pressing Washington to drop the Hormuz blockade and return to negotiations. The reason is simple: if Iran retaliates by activating the Houthis to close Bab el-Mandeb, Saudi Arabia loses its last remaining export route. After the war closed Hormuz, Saudi Arabia pivoted its oil exports to Yanbu on the Red Sea, restoring output to its pre-war level of seven million barrels per day. Iran's foreign policy adviser publicly warned that Tehran views Bab el-Mandeb "just as it looks at Hormuz" and can disrupt it "with a single signal." Saudi energy officials told the WSJ they secured commitments from the Houthis not to attack Saudi ships through Bab el-Mandeb. But Riyadh warned Washington the situation is "fluid" and the Houthis could escalate if pushed further by Iran. The U.S. blockade is designed to choke Iran's revenue. But Iran can respond by choking Saudi Arabia's revenue through its Yemeni proxy. Both chokepoints closed simultaneously means the entire Gulf's oil output has no route to market. Global energy markets collapse. Source: WSJ

Mario Nawfal

1,358,880 görüntüleme • 5 ay önce

🚨 WOW! President Trump just said that MILLIONS of barrels of oil are right now heading to Texas and Louisiana as Iran wreaks havoc in the Strait of Hormuz "We don't need the Hormuz Strait!" "Millions of barrels of oil is going to Houston and Louisiana!" "Also Venezuela's doing better than they've ever done before, too. The big oil companies are going in, and they're signing up." "If you combine us and Venezuela, we have about 62% of the world's oil market, so we don't need straits, we don't need anything!" "But we do it because we have to do it because we cannot let Iran have a nuclear weapon."

🚨 WOW! President Trump just said that MILLIONS of barrels of oil are right now heading to Texas and Louisiana as Iran wreaks havoc in the Strait of Hormuz "We don't need the Hormuz Strait!" "Millions of barrels of oil is going to Houston and Louisiana!" "Also Venezuela's doing better than they've ever done before, too. The big oil companies are going in, and they're signing up." "If you combine us and Venezuela, we have about 62% of the world's oil market, so we don't need straits, we don't need anything!" "But we do it because we have to do it because we cannot let Iran have a nuclear weapon."

Eric Daugherty

265,526 görüntüleme • 1 ay önce

🚨 HOLY CRAP! President Trump just stunned everybody, saying the world is USING AMERICA to fill up on oil because of what Iran did to the Strait "At 10 o'clock tomorrow we have a blockade going into effect...other nations are working so that Iran will not be able to sell oil and that would be very effective!" "There are MANY boats heading toward our country to fill up with oil and then go and take it, so they're not going to go through the Hormuz strait and ultimately that'll be corrected." "But in the meantime, they're using us!" "We have more oil because of Drill Baby Drill, we have more oil than Russia and Saudi Arabia put together." "So if you look at Russia and Saudi Arabia, two big ones, we have much more oil than they have put together. And what's happening is boats are coming over here, filling up, we don't have to go through the Hormuz strait!"

🚨 HOLY CRAP! President Trump just stunned everybody, saying the world is USING AMERICA to fill up on oil because of what Iran did to the Strait "At 10 o'clock tomorrow we have a blockade going into effect...other nations are working so that Iran will not be able to sell oil and that would be very effective!" "There are MANY boats heading toward our country to fill up with oil and then go and take it, so they're not going to go through the Hormuz strait and ultimately that'll be corrected." "But in the meantime, they're using us!" "We have more oil because of Drill Baby Drill, we have more oil than Russia and Saudi Arabia put together." "So if you look at Russia and Saudi Arabia, two big ones, we have much more oil than they have put together. And what's happening is boats are coming over here, filling up, we don't have to go through the Hormuz strait!"

Eric Daugherty

1,599,053 görüntüleme • 5 ay önce

🚨🇮🇷🇮🇱🇶🇦🇸🇦 Israel crossed Iran's energy red line by striking the South Pars gas field, and now both sides are torching each other's energy infrastructure across the Gulf. Iran fired back at Israel's Haifa refinery, Qatar's Ras Laffan (the world's largest LNG plant), plus refineries in Saudi Arabia and Kuwait. Israel went after facilities that produce 730 million cubic meters of gas daily. The Strait of Hormuz is effectively dead. Traffic dropped 96% in the first 18 days of war, from thousands of transits to just 98. Saudi Arabia is now desperately pumping oil west through pipelines to Yanbu on the Red Sea to bypass the strait. If Iran hits Yanbu, analysts say 5-6 million barrels a day disappear from global markets and oil could hit $150. Brent crude has already jumped from the $70s to $115 since the war started. Every major energy facility that gets hit pushes prices higher. This is now a global energy crisis that's about to slam inflation and interest rates worldwide. Source: Wall Street Journal

🚨🇮🇷🇮🇱🇶🇦🇸🇦 Israel crossed Iran's energy red line by striking the South Pars gas field, and now both sides are torching each other's energy infrastructure across the Gulf. Iran fired back at Israel's Haifa refinery, Qatar's Ras Laffan (the world's largest LNG plant), plus refineries in Saudi Arabia and Kuwait. Israel went after facilities that produce 730 million cubic meters of gas daily. The Strait of Hormuz is effectively dead. Traffic dropped 96% in the first 18 days of war, from thousands of transits to just 98. Saudi Arabia is now desperately pumping oil west through pipelines to Yanbu on the Red Sea to bypass the strait. If Iran hits Yanbu, analysts say 5-6 million barrels a day disappear from global markets and oil could hit $150. Brent crude has already jumped from the $70s to $115 since the war started. Every major energy facility that gets hit pushes prices higher. This is now a global energy crisis that's about to slam inflation and interest rates worldwide. Source: Wall Street Journal

Mario Nawfal

237,381 görüntüleme • 6 ay önce

HOUTHIS HIT ARAMCO FACILITY AT PORT OF JIZAN — ENTIRE SITE BURNING Right before the US elections. Right after the East-West Pipeline strike. Right after Saudi admitted production is at 1990 lows. The world is on fire. Fertilizer, petrochemicals, transport costs — all spiking. Food prices will follow. In a few months, people will starve. Saudi Arabia finds itself in a catastrophic situation. With the latest strike on the Abqaiq-to-Yanbu pipeline—which served as the last remaining route for oil exports following the blockade of the Strait of Hormuz—Saudi Arabia has essentially ceased exporting oil; Furthermore, it has already applied for a massive loan from the World Bank due to its dire economic state. The fall of the Bab al-Mandab Strait into Houthi hands represents yet another disaster of unprecedented proportions for the Saudis, who were already seeing 50% of their ships attacked and blocked. It is truly baffling to imagine how they will extricate themselves from this quagmire they have plunged into.

HOUTHIS HIT ARAMCO FACILITY AT PORT OF JIZAN — ENTIRE SITE BURNING Right before the US elections. Right after the East-West Pipeline strike. Right after Saudi admitted production is at 1990 lows. The world is on fire. Fertilizer, petrochemicals, transport costs — all spiking. Food prices will follow. In a few months, people will starve. Saudi Arabia finds itself in a catastrophic situation. With the latest strike on the Abqaiq-to-Yanbu pipeline—which served as the last remaining route for oil exports following the blockade of the Strait of Hormuz—Saudi Arabia has essentially ceased exporting oil; Furthermore, it has already applied for a massive loan from the World Bank due to its dire economic state. The fall of the Bab al-Mandab Strait into Houthi hands represents yet another disaster of unprecedented proportions for the Saudis, who were already seeing 50% of their ships attacked and blocked. It is truly baffling to imagine how they will extricate themselves from this quagmire they have plunged into.

Tomthunkit™

93,318 görüntüleme • 5 gün önce

Philip Pilkington: ‘They have manipulated oil futures in the past after the Russian invasion of Ukraine and Houthi attacks, but they never went NUCLEAR on it. They NEVER did as much manipulation as they're currently doing. I think those two, you could have gotten away with. Ultimately, the Russian situation was not actually lost energy to global markets. It was rerouting energy. I don’t think the Red Sea was enough to seriously impact global supplies alone. I think you needed the Hormuz Strait and the Red Sea. The problem now is you're dealing with probably 20% of the world's oil supply. And so what you're seeing that you didn't see last time is inventories are crashing.’ Watch the full interview in the quoted post below 👇

Philip Pilkington: ‘They have manipulated oil futures in the past after the Russian invasion of Ukraine and Houthi attacks, but they never went NUCLEAR on it. They NEVER did as much manipulation as they're currently doing. I think those two, you could have gotten away with. Ultimately, the Russian situation was not actually lost energy to global markets. It was rerouting energy. I don’t think the Red Sea was enough to seriously impact global supplies alone. I think you needed the Hormuz Strait and the Red Sea. The problem now is you're dealing with probably 20% of the world's oil supply. And so what you're seeing that you didn't see last time is inventories are crashing.’ Watch the full interview in the quoted post below 👇

Going Underground

27,884 görüntüleme • 1 ay önce

BREAKING: You can see that the IRGC Aerospace Force has also used ballistic missiles to target the Al-Jubail oil facility in Saudi Arabia tonight in retaliation of US/Israeli airstrikes at Iran's oil facilities in Asaluyeh. Saudi Air Defense did not react at all! No THAAD or Patriot PAC-3 activity. They spent billions of USD for those systems and not a single interceptor was fired at the incoming Iranian missiles! What is also very strange is that Saudis can be heard celebrating as the Iranian ballistic missiles hit their own largest oil facility—I don’t understand why they are celebrating this. #OperationEpicFury #OperationLionsRoar

BREAKING: You can see that the IRGC Aerospace Force has also used ballistic missiles to target the Al-Jubail oil facility in Saudi Arabia tonight in retaliation of US/Israeli airstrikes at Iran's oil facilities in Asaluyeh. Saudi Air Defense did not react at all! No THAAD or Patriot PAC-3 activity. They spent billions of USD for those systems and not a single interceptor was fired at the incoming Iranian missiles! What is also very strange is that Saudis can be heard celebrating as the Iranian ballistic missiles hit their own largest oil facility—I don’t understand why they are celebrating this. #OperationEpicFury #OperationLionsRoar

Babak Taghvaee - The Crisis Watch

119,872 görüntüleme • 5 ay önce

HORMUZ: THE WORLD’S ENERGY LIFELINE 🇮🇷 The Strait of Hormuz, just 33km wide between Iran, Oman, and the UAE, channels roughly 20% of the world’s oil every day, about 18-21M barrels from Gulf producers. 🇮🇳 India would feel the biggest hit, importing 85% of its oil, much of it from Saudi Arabia, Iraq, Kuwait, and the UAE. Fuel prices could skyrocket, industries shut down, and jobs lost. 🇨🇳 China comes next, with 40% of its oil passing through the strait. A blockade could shake its economy, with ripple effects around the globe. 🇯🇵 Japan, Saudi Arabia, Pakistan, and the UAE all rely heavily on Hormuz for energy. 🇦🇪 Even the UAE’s backup pipeline can only cover part of its exports, leaving the country vulnerable to major disruption. 🇪🇺 Europe is not immune. Countries like France, Germany, and Italy get a small but critical portion of oil through Hormuz, and global prices could soar past $150 a barrel, sparking inflation and recession risks. Since the U.S.-Israel vs Iran war escalated, traffic through the strait has nearly stopped, with tankers stranded and Gulf pipelines stretched. Iran says it targets only hostile vessels but the fear alone is enough to disrupt global markets. Source: Alex Berhe

HORMUZ: THE WORLD’S ENERGY LIFELINE 🇮🇷 The Strait of Hormuz, just 33km wide between Iran, Oman, and the UAE, channels roughly 20% of the world’s oil every day, about 18-21M barrels from Gulf producers. 🇮🇳 India would feel the biggest hit, importing 85% of its oil, much of it from Saudi Arabia, Iraq, Kuwait, and the UAE. Fuel prices could skyrocket, industries shut down, and jobs lost. 🇨🇳 China comes next, with 40% of its oil passing through the strait. A blockade could shake its economy, with ripple effects around the globe. 🇯🇵 Japan, Saudi Arabia, Pakistan, and the UAE all rely heavily on Hormuz for energy. 🇦🇪 Even the UAE’s backup pipeline can only cover part of its exports, leaving the country vulnerable to major disruption. 🇪🇺 Europe is not immune. Countries like France, Germany, and Italy get a small but critical portion of oil through Hormuz, and global prices could soar past $150 a barrel, sparking inflation and recession risks. Since the U.S.-Israel vs Iran war escalated, traffic through the strait has nearly stopped, with tankers stranded and Gulf pipelines stretched. Iran says it targets only hostile vessels but the fear alone is enough to disrupt global markets. Source: Alex Berhe

Mario Nawfal

101,929 görüntüleme • 6 ay önce

Ben Thompson uses the Strait of Hormuz to explain why memory makers squeezing the market now guarantees they lose their leverage later: "I think the memory makers probably screw themselves in the long run by creating such a massive target on their back. The issue with the Strait of Hormuz is that it's very effective if you don't use it. Then it's always hanging out there as something you could do. Now they did, and it turns out it worked. But the UAE and Saudi Arabia, they're going to build pipelines, they're going to build new ports. They're not going to let this happen again. So it's very painful right now, but say Iran wants to close the Strait of Hormuz in 2035. It's not going to have any effect, because it will have been built around. My concern for the memory makers is they might have done the same thing. No one is going to let themselves get in this situation again."

Ben Thompson uses the Strait of Hormuz to explain why memory makers squeezing the market now guarantees they lose their leverage later: "I think the memory makers probably screw themselves in the long run by creating such a massive target on their back. The issue with the Strait of Hormuz is that it's very effective if you don't use it. Then it's always hanging out there as something you could do. Now they did, and it turns out it worked. But the UAE and Saudi Arabia, they're going to build pipelines, they're going to build new ports. They're not going to let this happen again. So it's very painful right now, but say Iran wants to close the Strait of Hormuz in 2035. It's not going to have any effect, because it will have been built around. My concern for the memory makers is they might have done the same thing. No one is going to let themselves get in this situation again."

Invest Like the Best

21,582 görüntüleme • 29 gün önce

🇮🇷 🇸🇦 THE SECOND OIL CHOKEPOINT - To understand this, you have to understand the map. When Iran closed the Strait of Hormuz, Saudi Arabia did not fold. They pushed oil across their own country by pipeline to Yanbu on the Red Sea and shipped it out the other side. Yanbu became the kingdom's busiest export hub, moving around 4 million barrels a day! That was door number two. On July 20 the Houthis declared a maritime ban on Saudi shipping and started hitting Yanbu and Jazan. Traffic through Bab el-Mandeb fell 56 percent in a week. Now the interpretation. This is not random escalation. It is a door-closing strategy, and it is working. The Saudis are going the long way through Suez now, which cannot even handle the biggest tankers. So now we're fighting on two fronts. The Strait of Hormuz and the Red Sea. How does Trump win this fight? ⬇️

🇮🇷 🇸🇦 THE SECOND OIL CHOKEPOINT - To understand this, you have to understand the map. When Iran closed the Strait of Hormuz, Saudi Arabia did not fold. They pushed oil across their own country by pipeline to Yanbu on the Red Sea and shipped it out the other side. Yanbu became the kingdom's busiest export hub, moving around 4 million barrels a day! That was door number two. On July 20 the Houthis declared a maritime ban on Saudi shipping and started hitting Yanbu and Jazan. Traffic through Bab el-Mandeb fell 56 percent in a week. Now the interpretation. This is not random escalation. It is a door-closing strategy, and it is working. The Saudis are going the long way through Suez now, which cannot even handle the biggest tankers. So now we're fighting on two fronts. The Strait of Hormuz and the Red Sea. How does Trump win this fight? ⬇️

Bill Mitchell

19,133 görüntüleme • 1 ay önce

So, BiBi Netanyahu got the war he has wanted for decades. (Be careful what you ask for… you just might get it.) However, he is not in Israel anymore because it’s an unprotectable “kill zone”. #Israel is mostly flat & and Iran sits between 2 mountains. #Iran has supersonic ballistic missiles that cannot be stopped or intercepted by any known defense systems. They have yet to use them because they’re waiting for the Gulf States to choose whether to live or die. By closing the Strait of Hormuz, Iran has not only cut off 20% of the world’s oil supply, they cut off 90% of food supply to Saudi Arabia.

So, BiBi Netanyahu got the war he has wanted for decades. (Be careful what you ask for… you just might get it.) However, he is not in Israel anymore because it’s an unprotectable “kill zone”. #Israel is mostly flat & and Iran sits between 2 mountains. #Iran has supersonic ballistic missiles that cannot be stopped or intercepted by any known defense systems. They have yet to use them because they’re waiting for the Gulf States to choose whether to live or die. By closing the Strait of Hormuz, Iran has not only cut off 20% of the world’s oil supply, they cut off 90% of food supply to Saudi Arabia.

Tomthunkit™

51,090 görüntüleme • 6 ay önce

🚨 NOW: President Trump reveals Iran's oil drilling is about to LITERALLY EXPLODE because they're about to run out of storage "They're going to have a natural explosion of their oil. That's going to make it impossible for them to really recover from!" "They have a problem coming up because they have it's a very explosive situation in a lot of different ways." "You know, their oil, when you turn off the oil underground and the mechanical, too, but underground has a tendency in like almost 100 percent of the cases to literally explode and just destroy everything around it. And you can never get that oil again." "In other words, you could get back 30 to 40 percent, but it could never be like it is right now. It does tremendous damage to the oil system in a country if that happens." TRUMP HAS THE CARDS. Can't outlast him.

🚨 NOW: President Trump reveals Iran's oil drilling is about to LITERALLY EXPLODE because they're about to run out of storage "They're going to have a natural explosion of their oil. That's going to make it impossible for them to really recover from!" "They have a problem coming up because they have it's a very explosive situation in a lot of different ways." "You know, their oil, when you turn off the oil underground and the mechanical, too, but underground has a tendency in like almost 100 percent of the cases to literally explode and just destroy everything around it. And you can never get that oil again." "In other words, you could get back 30 to 40 percent, but it could never be like it is right now. It does tremendous damage to the oil system in a country if that happens." TRUMP HAS THE CARDS. Can't outlast him.

Eric Daugherty

147,731 görüntüleme • 4 ay önce

.Ben Shapiro to Jake Tapper 🦅 on the war in Iran... "I think that the solution is going to materialize over time, given the fact that the United States has successfully been able to open the Strait of Hormuz to the tune of 18 billion barrels of oil that were going out just last week on a daily basis, which is pretty close to the pre-war rate. And now the fact that we have oil that presumably will come online from Venezuela, the fact that you have all the oil-producing powers in that region, building pipelines the other way, it's something that's going to mitigate over time. But obviously, when you're trying to communicate with the American people that the prices are going to come down, you do have to explain that every war entails sacrifice, and one of those sacrifices is temporary spikes in oil prices, and that obviously is what has happened here. Even if you agree, as I do, with what the administration has done."

.Ben Shapiro to Jake Tapper 🦅 on the war in Iran... "I think that the solution is going to materialize over time, given the fact that the United States has successfully been able to open the Strait of Hormuz to the tune of 18 billion barrels of oil that were going out just last week on a daily basis, which is pretty close to the pre-war rate. And now the fact that we have oil that presumably will come online from Venezuela, the fact that you have all the oil-producing powers in that region, building pipelines the other way, it's something that's going to mitigate over time. But obviously, when you're trying to communicate with the American people that the prices are going to come down, you do have to explain that every war entails sacrifice, and one of those sacrifices is temporary spikes in oil prices, and that obviously is what has happened here. Even if you agree, as I do, with what the administration has done."

Curtis Houck

10,856 görüntüleme • 5 gün önce

BREAKING: Fox News is reporting that only 2 oil tankers have crossed the Strait of Hormuz, and they are once again talking about having to invade Kharg Island to destroy Iran's oil production. “We do have an ace in the hole. We do have a strategic asset, and that is Kharg Island. We can wait til the very end of our operations and take control of it or destroy it. If we take control of it, we can use it as leverage with the Iranians. 90% of their oil distribution comes from Kharg Island. The first thing we would say to them is, ‘you have to give up all of you nuclear enterprise to us. You have to hand it over — the enriched uranium, what centrifuges you have left.’” So much for the apparently phony ceasefire deal.

BREAKING: Fox News is reporting that only 2 oil tankers have crossed the Strait of Hormuz, and they are once again talking about having to invade Kharg Island to destroy Iran's oil production. “We do have an ace in the hole. We do have a strategic asset, and that is Kharg Island. We can wait til the very end of our operations and take control of it or destroy it. If we take control of it, we can use it as leverage with the Iranians. 90% of their oil distribution comes from Kharg Island. The first thing we would say to them is, ‘you have to give up all of you nuclear enterprise to us. You have to hand it over — the enriched uranium, what centrifuges you have left.’” So much for the apparently phony ceasefire deal.

Ed Krassenstein

210,440 görüntüleme • 5 ay önce

OIL JUMPS AGAIN #Saudi oil output slumps 23% to a 36-year low as Hormuz and Red Sea routes close in Saudi Arabia’s oil production collapsed to 6.24 million barrels a day in August, down 23% from July and the lowest monthly level reported by the kingdom since 1990. The number is a stark measure of what the war with Iran and the Houthi campaign in the Red Sea have done to the world’s biggest oil exporter. #Saudi Arabia still has the wells, pipelines and theoretical spare capacity. What it increasingly lacks is a reliable way to get the barrels out. In July, #Saudi production had recovered to around 8.14 million barrels a day during a brief lull in the fighting. By August, that recovery was gone. Output fell by roughly 1.9 million barrels a day. Exports were hit even harder. Tanker tracking put #Saudi crude shipments at only around 3.1 to 3.2 million barrels a day, the weakest level in more than a decade. Before the war, #Saudi Arabia regularly exported more than 7 million barrels a day. The problem is geography. The Strait of #Hormuz, through which roughly a fifth of the world's seaborne oil normally passes, became a war zone after the conflict with #Iran escalated. Tanker traffic collapsed as attacks and the threat of further strikes made the #Gulf route increasingly difficult to use. #Saudi Arabia had an obvious alternative. Its East-West pipeline was built precisely for a Hormuz crisis. It carries crude across the kingdom to Yanbu on the Red Sea, allowing Saudi oil to reach tankers without passing through the Strait. But the alternative route is now under attack as well. The Houthis in #Yemen have turned the southern Red Sea and Bab el-Mandeb into another danger zone. Their attacks on shipping, combined with strikes against Saudi targets, have made the Red Sea route far less dependable. That leaves #Riyadh squeezed between two maritime chokepoints. When crude cannot be exported, production eventually has to come down. Storage tanks can absorb the first shock. They cannot absorb an unlimited number of barrels every day. Aramco therefore has an increasingly simple choice: reduce production or keep filling storage with oil that has nowhere reliable to go. There is an important distinction in the numbers. Saudi Arabia reported 7.12 million barrels a day of “supply to the market” in August, almost 900,000 barrels above its reported production. The difference points to inventory being drawn down to keep customers supplied. That provides breathing room. It does not solve the problem. Inventories can bridge a temporary disruption. They cannot permanently replace functioning export routes. The market has begun pricing that distinction. Brent crude moved above $100 a barrel this week and traded around $107 as attacks on shipping and Saudi energy infrastructure intensified. That is a sharp move from the roughly $70 level seen before the war. Saudi Arabia has already experienced a similar production shock during the conflict. Output fell to around 6.32 million barrels a day in April before recovering in June and July. The pattern is becoming difficult to ignore. When one export route is threatened, Saudi Arabia can reroute barrels. When both Hormuz and the Red Sea are contested, the kingdom's spare capacity becomes much less useful. And that is the bigger problem for the oil market. Saudi Arabia is traditionally the producer everyone expects to turn to when supplies disappear. Riyadh can normally open the taps and send additional crude into the market. But spare capacity sitting behind a closed or dangerous shipping route is not the same thing as spare capacity available to consumers. The same problem applies to other Gulf producers. Much of the region's oil ultimately depends on a small number of strategic waterways. Disrupt one and cargoes can be rerouted. Threaten both at the same time and the entire logistics system starts to tighten. The 6.24 million-barrel figure should therefore not be viewed simply as another monthly production statistic. It is a warning about infrastructure. Saudi Arabia spent decades preparing for a Hormuz crisis. The East-West pipeline was one of the kingdom's insurance policies against precisely such a scenario. Now the war is testing the insurance policy itself. If the fighting continues and both routes remain contested, Saudi Arabia will have to rely increasingly on inventories, limited shipping corridors and whatever tanker traffic is willing to accept the risk. That leaves the oil market with a very different question from the one it faced before the war. It is no longer simply how much oil can Saudi Arabia produce? It is how much oil can Saudi Arabia reliably deliver? Right now, the answer is falling fast. If you want, I can also make this more Inside Paradeplatz / Lukas Hässig style, with a more provocative opening and a harder final paragraph.

OIL JUMPS AGAIN #Saudi oil output slumps 23% to a 36-year low as Hormuz and Red Sea routes close in Saudi Arabia’s oil production collapsed to 6.24 million barrels a day in August, down 23% from July and the lowest monthly level reported by the kingdom since 1990. The number is a stark measure of what the war with Iran and the Houthi campaign in the Red Sea have done to the world’s biggest oil exporter. #Saudi Arabia still has the wells, pipelines and theoretical spare capacity. What it increasingly lacks is a reliable way to get the barrels out. In July, #Saudi production had recovered to around 8.14 million barrels a day during a brief lull in the fighting. By August, that recovery was gone. Output fell by roughly 1.9 million barrels a day. Exports were hit even harder. Tanker tracking put #Saudi crude shipments at only around 3.1 to 3.2 million barrels a day, the weakest level in more than a decade. Before the war, #Saudi Arabia regularly exported more than 7 million barrels a day. The problem is geography. The Strait of #Hormuz, through which roughly a fifth of the world's seaborne oil normally passes, became a war zone after the conflict with #Iran escalated. Tanker traffic collapsed as attacks and the threat of further strikes made the #Gulf route increasingly difficult to use. #Saudi Arabia had an obvious alternative. Its East-West pipeline was built precisely for a Hormuz crisis. It carries crude across the kingdom to Yanbu on the Red Sea, allowing Saudi oil to reach tankers without passing through the Strait. But the alternative route is now under attack as well. The Houthis in #Yemen have turned the southern Red Sea and Bab el-Mandeb into another danger zone. Their attacks on shipping, combined with strikes against Saudi targets, have made the Red Sea route far less dependable. That leaves #Riyadh squeezed between two maritime chokepoints. When crude cannot be exported, production eventually has to come down. Storage tanks can absorb the first shock. They cannot absorb an unlimited number of barrels every day. Aramco therefore has an increasingly simple choice: reduce production or keep filling storage with oil that has nowhere reliable to go. There is an important distinction in the numbers. Saudi Arabia reported 7.12 million barrels a day of “supply to the market” in August, almost 900,000 barrels above its reported production. The difference points to inventory being drawn down to keep customers supplied. That provides breathing room. It does not solve the problem. Inventories can bridge a temporary disruption. They cannot permanently replace functioning export routes. The market has begun pricing that distinction. Brent crude moved above $100 a barrel this week and traded around $107 as attacks on shipping and Saudi energy infrastructure intensified. That is a sharp move from the roughly $70 level seen before the war. Saudi Arabia has already experienced a similar production shock during the conflict. Output fell to around 6.32 million barrels a day in April before recovering in June and July. The pattern is becoming difficult to ignore. When one export route is threatened, Saudi Arabia can reroute barrels. When both Hormuz and the Red Sea are contested, the kingdom's spare capacity becomes much less useful. And that is the bigger problem for the oil market. Saudi Arabia is traditionally the producer everyone expects to turn to when supplies disappear. Riyadh can normally open the taps and send additional crude into the market. But spare capacity sitting behind a closed or dangerous shipping route is not the same thing as spare capacity available to consumers. The same problem applies to other Gulf producers. Much of the region's oil ultimately depends on a small number of strategic waterways. Disrupt one and cargoes can be rerouted. Threaten both at the same time and the entire logistics system starts to tighten. The 6.24 million-barrel figure should therefore not be viewed simply as another monthly production statistic. It is a warning about infrastructure. Saudi Arabia spent decades preparing for a Hormuz crisis. The East-West pipeline was one of the kingdom's insurance policies against precisely such a scenario. Now the war is testing the insurance policy itself. If the fighting continues and both routes remain contested, Saudi Arabia will have to rely increasingly on inventories, limited shipping corridors and whatever tanker traffic is willing to accept the risk. That leaves the oil market with a very different question from the one it faced before the war. It is no longer simply how much oil can Saudi Arabia produce? It is how much oil can Saudi Arabia reliably deliver? Right now, the answer is falling fast. If you want, I can also make this more Inside Paradeplatz / Lukas Hässig style, with a more provocative opening and a harder final paragraph.

Russian Market

13,191 görüntüleme • 6 gün önce