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🚨Port Arthur Refinery explodes into flames An explosion rocked America's 9th largest refinery (cap.: 369k bbls/day) operated by Wilmar Pedraza late Monday afternoon, forcing employee evacuations and shelter-in-place orders for nearby neighborhoods. Here's what we know: ⚡️The explosion occurred in a 243-Diesel hydrotreater unit capable of producing about 47,000...

14,264 Aufrufe • vor 3 Monaten •via X (Twitter)

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Three attacks that happened in the past 6 hours confirm we are in global energy war. Valero's Port Arthur refinery exploded in Texas. Israeli strikes cut power to two Iranian cities. An Iranian drone knocked out electricity to part of Kuwait. This is not coincidence. This is the shape of a global energy war. Valero Port Arthur is not a random refinery. It is one of the largest in the US, configured specifically to process Venezuelan heavy crude. The Trump administration had just unlocked Venezuelan oil exports to US buyers to compensate for Hormuz disruption. That processing node is now offline. Valero Port Arthur is the next-door neighbour of Saudi Aramco-owned Motiva Port Arthur Refinery (1 km apart) with 640,000 barrels per day. The largest refinery in the United States. Motiva is the processing backbone for Venezuelan heavy crude that Saudi is helping the US redirect away from China and into Gulf Coast supply chains. Iran has been hitting Saudi energy infrastructure for weeks. The refinery that just exploded sits 1.3 miles from the crown jewel of Saudi oil processing on American soil. That is not a coincidence. Iran and its adversaries are hitting each other's downstream infrastructure. Refineries, power grids, gas terminals. The logic is simple. You cannot sustain a war economy without energy processing capacity. So you target the processing. What happened in Texas fits that pattern. This is not the first time a Gulf Coast energy facility has been hit during or after a Middle East war. It happened during the last conflict too. Port Arthur is close to the Mexican border. A drone launched from Mexican territory could reach it. That is not speculation. That is geography. The energy war is not coming. It is already global and running across 4 continents simultaneously.

MENA Unleashed

31,562 Aufrufe • vor 3 Monaten

As of September 28, 38% of Russia's primary oil refining capacity - equivalent to 338,000 tons per day - was out of operation. Drone attacks that have struck more than two dozen major oil refineries in Russia since early August have driven the Russian fuel market into an unprecedented crisis. Russian-occupied Ukrainian territories are affected, as well. The total capacity available for producing gasoline and diesel fell by 6% in August and a further 18% in September. The scale of refinery shutdowns has reached historic levels, surpassing the previous record in August (23%, or 206,000 tons per day), as well as earlier peaks in May 2022 (196,000 tons per day) and May 2020 (164,000 tons per day). Roughly 70% of the outages resulted from drone attacks: by the end of September, they had disabled about one-quarter of Russia's refining capacity, or some 236,000 tons per day. In September, four more Russian refineries halted production following drone strikes. These included Kinef in Leningrad region, the second-largest refinery in Russia, and Rosnef's Ryazan refinery, which ranks among the top five. Kinef shut down on September 14, Ryazan on September 5. In addition, the Novokuibyshevsk refinery suspended operations on September 20, and Gazprom's Astrakhan gas processing plant on September 22. In September, gasoline and diesel output fell short of targets by 10-11% - production was down by 1 million tons, while the domestic market deficit reached 20% of consumption, according to Russian media outlets. To compensate for lost capacity, many scheduled refinery maintenance works were postponed, making a rapid reduction in outages unlikely, as this could increase the risk of accidents at facilities not affected by strikes. Russian oil companies can do little to alleviate the crisis, economist Vladislav Inozemtsev said. Repairs at damaged plants may take months, particularly under sanctions that ban the supply of Western equipment used to modernize refineries in the 2010s - equipment that cannot easily be replaced with Chinese alternatives. Source: 📹: Lines of cars for gasoline in Russian-occupied Crimea

Anton Gerashchenko

52,700 Aufrufe • vor 9 Monaten

Could the fuel crisis in Russia break the back of the Russian war economy? It has already evolved from a problem into a systemic vulnerability. Strikes on oil refineries have put at risk the domestic infrastructure essential to the day-to-day functioning of the Russian state. A symbolic and practical turning point was the strike on the Omsk refinery - Russia's largest refinery and one of its key producers of gasoline and diesel. After the attack, the refinery halted processing. The Moscow refinery in Kapotnya, the largest fuel supplier to the capital region, is unlikely to resume operations before at least the end of the year following strikes in June. Estimates of the scale of the damage vary, but they point to the same trend: Ukraine is no longer merely carrying out isolated strikes on individual targets but is creating a cumulative effect in which Russia's repair capacity is beginning to fall behind the pace of damage. The most vulnerable point in this crisis is the agricultural sector. The harvest has coincided with peak summer fuel demand, making diesel a critical resource. Russia's harvesting campaign in early July was running one to two weeks behind last year's pace, with weather and fuel supply problems cited among the reasons. Crops are being harvested late, grain quality is deteriorating, and logistics costs are rising. As expected, large agricultural holdings - which have stockpiles, long-term contracts, access to the wholesale market, and administrative channels - are faring better. Small and medium-sized farmers, by contrast, are likely to go bankrupt. The Russian authorities continue largely to deny the problem, but in practice they are shifting toward emergency management of the shortage. The first set of measures involves a ban on diesel exports and the start of fuel imports. For a country accustomed to presenting itself as an energy superpower, the very need to import petroleum products is humiliating. The second set of measures is the degradation of standards. The Russian government has allowed the use of Euro-3 gasoline until the end of 2026, and parliament has passed tax changes that permit the use of lower-quality components for blending straight-run gasoline, postpone part of the refinery modernization, and provide for subsidies for fuel imports. The third set of measures is administrative rationing. In June, most Russian regions introduced some form of restriction on gasoline or diesel sales: volume limits, unreliable fuel availability, pumps marked "out of service," lines, and periodic disruptions at gas stations. In the medium term, the worst effects may emerge not only in the 2026 harvest but also in the next agricultural cycle - primarily during the 2027 sowing season. The fuel crisis has only just begun, but the most interesting period still lies ahead: seasonal demand peaks in August and September. The future of Russia's war economy will depend primarily on the balance between the pace of Ukrainian strikes, the effectiveness of Russian air defenses, and the ability of repair crews to restore refinery operations. If that balance continues to shift against Russia, the fuel crisis could create conditions in which the Russian authorities would want to end the war. 📹: Fiery footage of attacks on the Moscow oil refinery and other targets in Russia

Anton Gerashchenko

543,113 Aufrufe • vor 9 Tagen

SEEING IS BELIEVING- PH REFINERY Today, I was opportune to visit Port Harcourt Refinery to have firsthand experience on the operations of the refinery which commenced operation last month after about 3 years of intensive rehabilitation exercise. 1. The Refinery is a subsidiary of the Nigerian National Petroleum Company Limited, NNPC Limited and is located in Alesa-Eleme, few miles from Port Harcourt, Rivers State. The petrochemical complex consists of 2 different refineries, the Old PH Refinery, commissioned in 1965 with a nameplate capacity of 60,000 barrels per stream day (bpsd) and the New PH Refinery, commissioned in 1989 with a nameplate capacity of 150,000 bpsd bringing the combined capacity to 210,000 bpsd. 2. After years of underperformance due to operational challenges and inadequate maintenance, NNPCL, under the able leadership of the GCEO, Mele Kyari, Mele Kyari, OFR, initiated a comprehensive rehabilitation of the refineries in 2021. This effort resulted in the successful restart of the 60,000-bpsd hydroskimming refinery on November 22nd, 2024. As of November 26, 2024, the refinery was operating at 70% of its nameplate capacity, producing premium motor spirit (PMS), automotive gas oil (AGO), household kerosene (HHK), low-pour fuel oil and liquefied petroleum gas (LPG). 3. We were taken round the entire facility and I was excited about this particular rehabilitation project because almost all the pumps, instruments, valves, cables, flow meters, pipes, control equipment, tubes and cases have been completely replaced making almost brand new facility unlike ordinary rehabilitation projects where just few things are replaced. 4. The refinery currently produces the following daily outputs: PMS- 1.4m liters Kerosene: 900,000 liters AGO or Diesel-1.5m liters Low Pour Fuel Oil (LPFO): 2.1m liters Loading was ongoing with about 5 of the loading gantries actively loading due to the upcoming holiday. 5. We also seized the opportunity to go round and see the ongoing rehabilitation of the New Refinery (150,000 bpsd) which is about to be completed with more than 90% of the major work completed. 6. The revival of this refinery is one of the best things that happened to Nigerians because it has brought about competition in the market which impacted significantly on the price. The price today is N935/L nationwide for Dangote Refinery product and even N925 in some cases for NNPCL product. This is a direct benefit to hardworking Nigerians who are only interested in powering their activities with scarce resources. 7. History will be kind to Buhari who initiated the project, President Bola Tinubu who ensured continuity and completion and also the NNPCL under the able leadership of Mele Kyari for their huge contribution to energy security and nation building. 8. Thanks to the team of Engineers onsite for the warm reception and education. 9. God bless Nigeria 🇳🇬

MS Ingawa

164,377 Aufrufe • vor 1 Jahr

Ukrainian strikes on Russian oil refineries have reduced gasoline production in Russia by approximately a quarter compared to June of last year, while emergency shutdowns at plants have also decreased exports of petroleum products. For the first time in many years, Moscow is preparing to import gasoline by sea, and the government has established a separate interagency task force to ensure fuel supplies to the regions. On June 28, Putin stated that the top priority for fuel distribution is the army and support for the agricultural sector ahead of the harvest. According to estimates from the Russian ministry of agriculture, the country requires about 4.7 million tons of diesel fuel and 630-690 thousand tons of gasoline annually to carry out all seasonal field work. The spring sowing campaign has already consumed nearly 2 million tons of diesel. Harvesting, autumn field work, and grain transportation require another approximately 2-3 million tons of diesel, with peak demand concentrated in July-September. Putin claims that current gasoline reserves stand at around 1.7 million tons. We know Putin constantly lies, but even these volumes are insufficient to simultaneously meet military needs, the agricultural sector, and civilian market demand without additional resource redistribution. Let’s see if Putin can get help from abroad. Belarus is the most accessible source of supply. Throughout 2025-2026, Minsk has increased deliveries of gasoline and diesel to Russia to several tens of thousands of tons per month. However, Belarus’s capabilities are limited by its two oil refineries and its own domestic demand. Even a significant increase in exports would cover only a small portion of Russia’s seasonal needs. Kazakhstan is considering supplying Russia with about 50 thousand tons of AI-92 gasoline. At the same time, the country is carrying out repairs at the Atyrau Refinery, entering its own high-demand harvest season, and maintains export restrictions on gasoline and diesel. Even if the delivery occurs, its volume will not have a significant impact on the overall balance of the Russian market. China theoretically has the greatest potential to help Russia. According to expert estimates, Chinese companies could supply up to 350 thousand tons of gasoline and about 100 thousand tons of diesel per month. However, the main obstacle remains financial settlements, particularly the risk of secondary sanctions. Sea imports from Asia can only be used as a temporary measure. They are more expensive than domestic production, require more complex logistics, and cannot quickly compensate for the losses from major Russian refineries. The geographical factor must also be taken into account. Supplies from China can primarily cover the Far East and parts of Eastern Siberia. Sea imports would arrive at western ports. Meanwhile, the greatest need for diesel fuel is in the agricultural regions of European Russia - the Central Black Earth region, the Volga region, Krasnodar region, Rostov region, and Stavropol region - where harvesting is underway and the main grain production is concentrated. However, Ukrainian strikes target not only refineries but also oil depots. This means that even with increased imports, there will be nowhere to store large volumes of fuel. ‼️ Thus, external assistance will not save Russia from a fuel shortage. What Russia can do - and is already doing - is to lower fuel quality requirements, allowing the production of gasoline and diesel to lower environmental standards. In parallel, the Russian government is already discussing the possibility of a complete ban on diesel exports. There will not be enough gasoline and diesel for everyone in Russia, but according to Putin, there will definitely be enough for the army. And therefore, Ukrainian drones still have a sufficiently long list of targets.

Anton Gerashchenko

83,908 Aufrufe • vor 18 Tagen

HOW INTL OIL ‘SABOTAGED’ AFRICAN REFINERY Neo-colonialism, as defined by Kwame Nkrumah, is the practice of using economic, political and cultural tools to control a country without direct military occupation. The effective sabotage in 2024 of Nigeria’s Dangote Refinery is a textbook example of neo-colonialism at play. It demonstrates how multinational corporations and foreign governments work together to maintain a system that benefits the West at Africa’s expense. When Africa’s richest man, Aliko Dangote, announced his ambitious plan to build a $20-billion refinery in Nigeria, it sent shockwaves through the oil industry. Its goal is nothing short of revolutionary: to meet Nigeria’s domestic demand for refined petroleum products, eliminate the need for imports and even export to other African countries. But such a move was never going to be welcomed by those who benefit from the status quo. One of the most blatant acts of sabotage came from international oil companies, which essentially refused to sell Nigerian crude oil to the Dangote Refinery. Instead, they demanded a $6 premium above the market price, a move designed to make the refinery’s operations financially unviable. Forced to look elsewhere, the Dangote Refinery had to source crude oil from Brazil and the United States at higher costs, further straining its operations, even though the local market desperately needs petroleum products and the country wastes fortunes importing them. The sabotage of the Dangote Refinery is a stark reminder that the fight for African independence is far from over. While the days of formal colonialism may be behind us, the structures of exploitation remain firmly in place. Over the years, numerous attempts by African nations to build refining capacity and move up the value chain have been thwarted by the stranglehold of foreign corporations. For example, Angola, Africa’s second-largest oil producer, exports most of its crude oil - while importing over 80% of its refined petroleum products. Efforts to build local refineries have been repeatedly delayed or derailed, often due to pressure from foreign interests. The situation extends beyond oil. Africa’s vast reserves of minerals, timber, and agricultural products are similarly exported as raw materials, with the value-added processing taking place in Europe, North America, or China. Despite the interference, it’s hoped Dangote’s refinery will - eventually - boost pan-African integration and pave the way for a more self-reliant energy future across the continent.

African Stream

13,884 Aufrufe • vor 1 Jahr

🔥🔥🔥Today, I had the privilege of visiting the Port Harcourt refinery under the management of NNPC Limited and it was a deeply enlightening experience. The NNPC is paying the price for not telling its incredible story. The magnitude of what I saw deserves the loudest applause. For a moment, consider this: the 70% progress achieved so far at the refinery has involved laying over 300 kilometers of pipes and installing more than 800 kilometers of cables—an engineering feat of epic proportions that has gone largely unacknowledged. To walk through the facility is to witness the blood, sweat, and genius it has taken to breathe life into this 59-year-old 60,000 barrels per day refinery now producing at 70% capacity. Reviving such an aging structure is a challenge that defies imagination. Building afresh may sound simpler, but the financial implications would be staggering. For those who question Mele Kyari, OFR’s leadership, a visit to this refinery would undoubtedly change their tune. Instead of criticism, they would be singing his praises. I cannot overstate my admiration for the dedicated team that made this visit possible: Femi Soneye , Head of Corporate Communications; Bayo Adenrele , MD of Refineries; Mr. Ibrahim Onoja, MD of the Port Harcourt Refining Company Ltd; and all the other unsung heroes working day and night at the refineries. Your sacrifices may go unnoticed by many, but they are seen and valued. To Mele Kyari, OFR only Allah can truly reward you. For all the times we doubted you, may Allah forgive us. The work done there is nothing short of extraordinary. No one who visits the refinery will ever doubt the magnitude of all they are committing to make the refineries work. As for blending, lifting etc , I will share more on that tomorrow, Insha Allah. After my visit, I’ve found myself becoming an unofficial ambassador for NNPC. I feel a deep sense of sorrow for the organization, seeing how little information is out there about the immense commitment and hard-work they’ve poured into this project. This story needs to be told, not just for recognition but to inspire trust and confidence in what NNPC is achieving. #KemKem

Lady K

84,125 Aufrufe • vor 1 Jahr

The Russian petrol market continues to break price records amid a growing fuel shortage that has engulfed southern regions. On Monday, September 4th, at the St. Petersburg International Commodity and Raw Materials Exchange, the price of "Premium-95" petrol surpassed 75,000 (about $770) rubles per tonne for the first time in history. Setting records for 10 consecutive trading days, AI-95 petrol has risen by 21% since the beginning of summer and 74% since the start of the year. The price increase for "Regular-92" was 21% and 76%, respectively, with quotes reaching 64,814 rubles per tonne. Summer diesel fuel was traded at 68,278 (about $700) rubles per tonne on Monday, a 58% increase compared to the beginning of the year. Such a sharp rise in the petrol futures market in Russia has not been seen in at least the last seven years. According to oil traders surveyed by Reuters, some Russian regions are experiencing a shortage of fuel, with deliveries not being made from oil depots, and the shortage has reached retail gas stations. "Krasnodar Krai, Adygea, Astrakhan – there are no volumes of 92 (gasoline) in retail, almost no 95, and diesel," according to source quoted by the agency. According to another trader, in the entire Samara region, diesel is not being sold from depots or at retail, and in the Rostov region, Krasnodar region, and Stavropol region, only a few private depots "occasionally supply small quantities." "The prices are insane," the owner of one of the oil depots said to Reuters. According to him, market participants are afraid to buy anything and are waiting for prices to drop, but that's not happening. The government blames "grey" exporters for the problems, as they purchase gasoline at subsidized prices from the budget and then sell it abroad at global prices.

Anton Gerashchenko

624,445 Aufrufe • vor 2 Jahren

THE WEST FEARS AFRICA’S FUEL LIBERATION For over a century, Africa has been trapped in a colonial "extraction loop": exporting raw crude for pennies and buying back refined fuel from the West at a massive premium. But the era of dependence could be coming to an end. Following Nigeria’s shift into a net exporter of refined fuel, driven by the success of the Dangote Refinery, Africa’s richest man, Aliko Dangote, has unveiled plans to replicate his success in Nigeria by building a 650,000-barrel-per-day mega-refinery in East Africa — a move that could signal the export of a model aimed at breaking dependence on imported fuel. The cost of Africa’s fuel dependency is staggering. For example, while Angola holds nearly 8 billion barrels of oil, it still spent $854 million on fuel imports at the end of 2025 alone. This “trap” drains foreign reserves while enriching overseas refineries. However, in Nigeria, the Dangote Refinery is beginning to disrupt this cycle, processing around 565,000 barrels per day as of March 2026 and supplying the vast majority of the domestic market. As a result, the chronic fuel queues that once defined daily life in Africa’s second-largest economy have largely disappeared. But Africans refining for Africans is a nightmare for European oil giants. Consequently, the World Bank - where the US is the largest shareholder - has launched a counter-offensive. In April 2026, the Bank advised Nigeria to resume fuel imports, claiming they are "cheaper." Critics suggest that this "advice" is an attempt to force Nigeria to reopen import licenses for Western giants whose market share has evaporated. The West only advocates for "competition" when it means African industries competing against subsidised European giants. By refining at home, Africa saves billions in foreign exchange and creates thousands of local jobs. True sovereignty is not found in World Bank loans with colonial conditions. It is found in the power to fuel your own future.

Sovereign Media

12,304 Aufrufe • vor 2 Monaten

🟥 Mossad Strikes America from Within... and Ignites Texas Fires to Dragging Washington into a Wider War 🔥 A Massive Explosion at Texas' Largest Oil Refinery... and a Fire at a Historic Georgia Courthouse... How did this coincide with Trump's Backing Down from Threats Against Iran? The Answer: The Mossad's Fingerprint is Clear 🎯 What Happened: - An explosion at the Valero refinery in Port Arthur, Texas (the largest oil refinery in America) - A fire at the historic courthouse in Georgia - Timing: Hours after Trump announced the postponement of strikes on Iranian energy facilities and the start of sham "talks" to calm markets and assess the war Who Benefits? Only Israel... Why? 1. Dragging America into a wider war: Israel wants the war to continue, and Trump is backing down. Striking American facilities = accusing Iran = pressuring Trump to continue fighting. 2. Derailing any negotiation process: If Iran is accused of attacking American soil, any talk of negotiations will collapse. 3. Creating a pretext for escalation: After Israel failed to convince Trump to strike Iran more forcefully, it creates an event that will force Washington into escalation and the use of tactical nuclear weapons. The expected scenario within hours: 1. American media outlets will begin publishing intelligence reports indicating Iranian involvement. 2. The White House will issue statements condemning the Iranian attacks on American soil. 3. Trump will renege on his "truce" and return to threatening escalation. And that's exactly what Netanyahu wants. In short: Israel doesn't want to end the war; it wants to expand it. And if it can't convince Trump to bomb, it will do whatever it takes to force him to bomb. American facilities will burn, and the blame will be placed on Iran. The question is: Who believes that Iran would target America the moment Trump backed down from his threats? The fingerprints are Israeli, and everyone will pay the price!

Ava Brooks

196,825 Aufrufe • vor 3 Monaten

Russia has lost $7 billion in oil revenues due to UAV attacks - President Zelenskyy comments on strikes against Russian oil facilities and promises further actions. Volodymyr Zelenskyy commented on strikes against oil infrastructure in the Russian Federation and announced further measures. “Based on the results of this April, our long-range ‘sanctions’ have reached a new level in three components: reducing Russian oil revenues, range, and intensity. It is important that not only is the target itself reached, as defined by the operational objective, but also that the downtime of the facility increases or, at the very least, its operations are significantly reduced,” Zelenskyy said. ‼️ Andrii Klymenko, editor-in-chief of BlackSeaNews: “In recent weeks, Ukrainian forces have carried out several dozen coordinated and calculated UAV and missile strikes across the entire chain of Russian oil processing and transportation infrastructure - including pipeline junction stations, oil refineries, and maritime export terminals in ports of the Baltic and Black Seas. Undoubtedly, Russia has sustained significant losses. The exact scale will likely only be assessable in about a month, based on actual export volumes of oil and petroleum products, as well as the condition of the domestic Russian market. It should be understood that in Russia, all indicators related to oil production, refining, and exports are strictly classified. Therefore, any figures or conclusions based on Russian sources may constitute deliberate disinformation. In our view, the key development at present is that a surplus of crude oil has formed in Russia, which cannot be processed at refineries due to damage caused by the attacks. As a result, Russia is attempting to push as much of this crude oil as possible onto export markets. However, even with this effort, due to damage to port terminals, we cautiously estimate a reduction in crude oil exports in April 2026 in the range of 17-20%. Further developments will depend on how quickly Russia can repair its refineries and port terminals, and, of course, on how effective continued Ukrainian military operations will be against Russia’s export capacity - revenues from which are used to finance the import of sanctioned goods for the production of missiles and other weapons.” 📹 The consequences of strikes on oil infrastructure facilities in Tuapse, Perm, and Novorossiysk

Anton Gerashchenko

60,435 Aufrufe • vor 2 Monaten

#WATCH | On situation in Venezuela, US Secretary of State Marco Rubio says, "...Three-fold process in Venezuela. Step 1 is the stabilisation of the country; we don't want it descending into chaos. Part of that stabilisation, and the reason why we understand and believe that we have the strongest leverage possible is our quarantine. Two more ships were seized today. We are in the midst right now and about to execute on a deal to take all the oil - they have oil that is stuck in Venezuela. They can't move it because of our quarantine and because it's sanctioned. We are going to take bwteen 30 and 50 million barrels of oil. We are going to sell it in the market place at market rates, not at the discounts Venezuela was getting. That money will then be handled in such a way that we will control how it is dispersed in a way that benefits the Venezuelan people...The second phase will be a phase of what we call recovery - ensuring that American, western and other companies have access to the Venezuelan market oil that is fair, also at the same time, we begin to create the process of reconciliation nationally within Venezuela so that the Opposition forces can be released from prisons or brought back to the country, and we begin to rebuild civil society. The third phase will be one of transition. Some of these will overlap, I have described this to them in great detail. We will have more detail in the days to follow but we feel like we are moving forward here in a very positive way." (Video Source: Reuters)

ANI

23,143 Aufrufe • vor 6 Monaten

//The Wire//2300Z May 08, 2026// //ROUTINE// //BLUF: UNITED ARAB EMIRATES CONDUCTS STRIKES IN IRAN, IRANIAN RETALIATION STRIKES TARGET DUBAI AND SHIPPING IN THE STRAIT. USA INCREASES TARGETING AND INTERDICTION OPERATIONS IN THE GULF OF OMAN. MAJOR FIRE REPORTED AT REFINERY IN LOUISIANA.// -----BEGIN TEARLINE----- -International Events- Middle East: Overnight, multiple targeting efforts took place in the Strait of Hormuz. The United Arab Emirates conducted multiple airstrikes in Iran, targeting facilities on Qeshm Island as well as the port of Bandar Abbas. This attack was reportedly conducted in conjunction with the United States (or with some US support), and resulted in Iranian counterattacks on the UAE as several drones and missile attacks were reported in Dubai. Officials did not state how many munitions hit their targets, however "3 moderate injuries" were reported on the ground in the UAE as a result of this first wave of attacks. As the fighting continued throughout the night, the UAE traded bombs and missiles with Iran for a few hours, and several merchant ships in the Strait were also struck. American warships struck a total of three merchant vessels throughout the region (possibly to include in the Strait itself) overnight, all of which were empty tanker vessels attempting to run the American blockade to onload a cargo of oil from Iranian ports. Similarly, the Iranians also reportedly hit several merchant vessels, though which ones remain unknown at the moment. After the shooting subsided in the early hours of this morning, the Iranians seized a tanker in the Gulf of Oman. The M/T OCEAN KOI (IMO: 9255933) was boarded by the IRGCN for allegedly "taking advantage of regional conditions to damage and disrupt Iran’s oil exports and the interests of the Iranian nation". Analyst Comment: It's not clear as to why this vessel was boarded, as this is one of Iran's own shadow tankers which has been on the sanctions list for many years, and has previously helped export Iran's oil in violation of international sanctions. Her most recent name is the M/V JIN LI and last night she was inbound to the Persian Gulf to take on a cargo of Iranian oil at Iran's own ports. At the moment, the best guess is that the Iranians might have discovered that the oil was going to an unauthorized end customer and thus conducted the boarding. However it's also possible that during the events of the night, the Iranians needed to assert dominance, so they took the only ship that was within their reach, which happened to be one of their own. -HomeFront- Louisiana: This afternoon a major fire was reported at the PBF Chalmette Refinery. The cause of the fire has not been released, and as of this report firefighters are attempting to bring the fire under control. This facility is a comparatively smaller refinery that produces almost 200,000 bbl/d and in 2021, $550 million was invested in this facility to covert an older unit to produce diesel. Analyst Comment: Fires at refineries are more common than one might think, but this is the second fire at a refinery in the same area in a week's time. A few miles to the west, Shell reported a fire at their Norco facility last week, which was the result of a gas leak. -----END TEARLINE----- Analyst Comments: At this point, it is hard to argue that the ceasefire is still in effect in the Middle East, but that definition probably doesn't matter at this point. Over the past 48 hours, multiple offensive actions have taken place throughout the region. Nevertheless, as CJCS Gen. Caine said yesterday, these attacks are "below the threshold" for the United States to consider the ceasefire violated. The effect of this policy is two-fold: For one, gas prices don't spike by admitting the war is back on, and two, Oman and the UAE (the nations getting hit by the Iranians) are rather slighted by attacks on their homeland not being considered serious enough to warrant US intervention. From the perspective of the Emirs, their entire motivation for siding with the US and allowing the use of their territory...is for their own defense. Their oil terminals (the only reason for their wealth), getting hit by the Iranians, and the US saying that this is not important enough for us to even acknowledge it as a ceasefire violation (much less retaliate), is not going over super well, and was probably the motivating factor for the UAE conducting strikes in Iran overnight. Analyst: S2A1 Research: Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

S2 Underground

10,859 Aufrufe • vor 2 Monaten