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"This in China isn’t just “demand destruction” Structural shift w/ far deeper implications for global energy market Numbers almost unfair 🇨🇳#fleet running these mixers pocketing 3× diesel-level savings—& that’s only the teaser trailer for horror movie now playing in oil-market"

Felix Hamer • electricfelix

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253,027 views • 7 months ago •via X (Twitter)

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741,852 views • 3 months ago

🇺🇸🇨🇳 China crashed global oil prices on purpose to hand Washington exactly the cushion it wanted. Dr. Anas Alhajji, an energy market expert, says everyone picking apart the new MOU is watching the wrong player entirely. The real force behind this one sits in Beijing. In his read, the deal is a byproduct of the US and China carving up global resources between them. He says China engineered the whole thing by slashing huge amounts of its own oil imports, dragging global demand down and forcing prices low, which handed Washington precisely the economic breathing room it was hunting for. So while the headlines sell this as a concession to Iran, Alhajji sees two superpowers splitting the board, with Tehran playing a side character. Anas Alhajji

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Diesel is the pinch point. Hormuz is only part of the story. And equity markets may be missing the bigger repricing ahead. In the latest EA Forum podcast, Amrita Sen and Jeffrey Currie 🆔++ unpack one of the biggest market dislocations in energy and commodities right now. Key takeaways: - The market is still conflating a deficit with a shortage and until that shifts, prices may not fully reflect the underlying reality. - Even if the Strait of Hormuz reopened tomorrow, long-dated oil still needs to reprice on the structural set-up. - Jeff argues this could be the biggest repricing opportunity across the commodity complex. - Meanwhile, equity markets are in “la la land”, having repriced the energy halo lower while overlooking the broader hard asset story. - Diesel remains the critical pinch point, with implications that feed through the entire system. Watch the full episode now: Recorded on 8 May, this episode features Energy Aspects Founder and Director of Market Intelligence Dr Amrita Sen and Jeff Currie, Co-Chair at Abaxx Exchange, Co-Founder of 1947 Oil & Gas Plc and Non-executive Director at Energy Aspects. EA Forum brings together leading voices in global commodities and macroeconomics, offering unique perspectives and in-depth analysis from both EA and external experts. #EnergyAspects #EAForum #EnergyMarkets

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Something remarkable just happened in Pakistan. In only 8 months, citizens built the equivalent of half the country’s national electric grid, without waiting for government or utilities. How? ☀️ Cheap solar panels ☀️ TikTok tutorials showing how to install them ☀️ Farmers leading the way, swapping diesel pumps for solar The results: ✅ Diesel sales dropped 35% in one year ✅ Families slashed costs and gained energy independence ✅ National demand on the grid actually declined because of so much distributed generation This isn’t just about Pakistan. It’s a glimpse of how fast the world can shift when technology gets cheap enough and people take energy into their own hands. These are the kinds of numbers that change the world. 🎧 Full Energy Capital Podcast episode with Bill McKibben here: #EnergyTransition #Solar #Pakistan #EnergyCapitalPodcast

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CHINA WEAPONIZES THE STRAIT OF HORMUZ: THE 1.4 BILLION BARREL DEMAND STRIKE SET TO CRUSH OIL PRICES Troy W. Eckard of Eckard Enterprises has spent 41 years inside the oil and gas industry. He now reveals how the Strait of Hormuz has become a Bermuda Triangle of daily uncertainty and how China is weaponizing that chaos from the demand side in a way never seen before. What he describes next explains why oil prices may behave so differently in the months ahead. THE BERMUDA TRIANGLE OPENS THE DOOR ➡️ The Strait of Hormuz now operates like the Bermuda Triangle where vessels and 20,000 mariners never know from one day to the next whether safe passage exists. ➡️ This constant uncertainty created the perfect opening for a new kind of energy power play. THE CHINA DEMAND WEAPON ➡️ For the last 45 days China stopped buying 6 to 7 million barrels per day in the open market. ➡️ Instead Beijing is draining its 1.4 billion barrel strategic reserves to create intentional demand destruction. ➡️ Eckard states clearly this is worse than normal demand destruction because it is completely intentional and calculated. ➡️ The result could push oil prices into the low 70s, the 60s, or even the $50 range. THE PRODUCER SQUEEZE ➡️ Crushed prices force companies worldwide to slash capital spending and delay new drilling projects. ➡️ China simply waits to refill its own storage at the lowest prices once producers capitulate. ➡️ This demand swing tactic has never appeared in Eckard’s four decade career. THE 180 DAY POWER PLAY ➡️ China consumes 11.5 to 11.7 million barrels daily yet produces only 4.5 million barrels at home. ➡️ Its reserves give Beijing the ability to halt all imports for roughly 180 days if required. ➡️ No supply swing player has ever held this level of demand side leverage until now. THE BOTTOM LINE China has turned Strait of Hormuz uncertainty into a powerful demand weapon that lets them crush prices today and quietly restock tomorrow at everyone else’s expense. This is the sound of a new energy order being born where demand manipulation becomes the ultimate strategic tool. HT: YouTube Eckard Enterprises | Oil & Gas Investing #ChinaOilWeapon #HormuzBermudaTriangle #IntentionalDemandDestruction #OilPriceManipulation #EnergyGeopolitics #StraitOfHormuz #ChinaReserves

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🚨 WARNING: SOMETHING VERY BAD IS HAPPENING RIGHT NOW!! S&P 500 keeps hitting new all-time highs. Right in the middle of the worst energy crisis in decades. But almost nobody is talking about the real reason. The market is pretending the crisis is over. But the Strait of Hormuz is still closed. Oil is above $100. Reserves are running on empty. The IEA reports global oil inventories plummeted by 246M barrels in March-April alone. While the real economy suffocates, capital hides in AI and chips, naively calling them "safe." But without energy and logistics, this sector won't last long. And to make matters worse, the CAPE ratio just breached 41.6. It has been higher only once in history: December 1999. Right before the dot-com crash. The gap between the chart and reality is more dangerous than ever. It’s nothing but an artificial pump to create exit liquidity for smart money. I've seen this movie before: When the index flies during an energy shock, the drop will be vertical. When supply chain cracks hit earnings, the exit door will be far too narrow. Remember, I've been tracking these exact macro cycles for 10 years, calling every major turn, including the exact October top before this chaos started. Turn on notifications. When the market turns, I'll call the exact moves here publicly, like I always do.

MARMOT

116,947 views • 1 month ago

🚨Prof. Steve Hanke: ‘Oil futures market have got it WRONG, oil prices will SKYROCKET by early August.’ ‘I think basically the markets just got things wrong…the futures market is just not anticipating things correctly because what’s going on with oil is that you have all this oil bottled up and not being delivered. And as a result of that, the demand for oil internationally is greater than the supply that’s coming into the market right now. And that gap between demand and supply is being filled by running inventories down. So inventories of oil are going down, down, and hitting almost rock-bottom levels in some countries. For most countries on average, I think by the end of July or early August we’ll hit very low, critical levels of oil inventories. And when that happens, the price will zoom up again, and you’ll find out that those people who purchased futures contracts for delivery in August, for example, will make out like bandits because they will have purchased the thing for August delivery today at a price that will be lower than I think the price will be in August when they actually have to deliver.’ —Steve Hanke, Professor of Applied Economics at Johns Hopkins University, joins us for the SEASON PREMIERE of Going Underground on Saturday Don’t miss it, follow our Rumble channel, link below in the replies👇

🚨Prof. Steve Hanke: ‘Oil futures market have got it WRONG, oil prices will SKYROCKET by early August.’ ‘I think basically the markets just got things wrong…the futures market is just not anticipating things correctly because what’s going on with oil is that you have all this oil bottled up and not being delivered. And as a result of that, the demand for oil internationally is greater than the supply that’s coming into the market right now. And that gap between demand and supply is being filled by running inventories down. So inventories of oil are going down, down, and hitting almost rock-bottom levels in some countries. For most countries on average, I think by the end of July or early August we’ll hit very low, critical levels of oil inventories. And when that happens, the price will zoom up again, and you’ll find out that those people who purchased futures contracts for delivery in August, for example, will make out like bandits because they will have purchased the thing for August delivery today at a price that will be lower than I think the price will be in August when they actually have to deliver.’ —Steve Hanke, Professor of Applied Economics at Johns Hopkins University, joins us for the SEASON PREMIERE of Going Underground on Saturday Don’t miss it, follow our Rumble channel, link below in the replies👇

Going Underground

25,993 views • 1 month ago

Macroeconomist Philip Pilkington thinks Trump didn't prevent an oil crisis, he hid it long enough to make it worse. For weeks, we were told the Strait of Hormuz disruption wasn't really affecting global supply, and that the market had plenty of breathing room. Philip says almost all of it was fiction. His argument is that the real stress never disappeared; it was simply hidden in the parts of the market almost nobody was paying attention to: strategic petroleum reserves, Chinese refinery policy, Russian diesel restrictions, and physical oil versus paper oil. Then everything started moving at once. China lifted restrictions on its refiners, Russia tightened diesel exports, and oil prices jumped. That wasn't a new crisis beginning; it was the old one finally breaking through. Philip says the Trump administration became so focused on keeping oil prices low that it distorted the market instead of allowing it to adjust naturally. Policymakers chose to give the market cheap energy today by borrowing stability from tomorrow, and now the bill is starting to arrive. He also made a broader point that goes far beyond oil. Markets can absorb bad news, but what they struggle with is pretending reality has changed when it hasn't. Trump may think he bought the economy more time, but Philip thinks he simply delayed the reckoning. And if he's right, the real energy crisis is still waiting around the corner. Philip Pilkington

Macroeconomist Philip Pilkington thinks Trump didn't prevent an oil crisis, he hid it long enough to make it worse. For weeks, we were told the Strait of Hormuz disruption wasn't really affecting global supply, and that the market had plenty of breathing room. Philip says almost all of it was fiction. His argument is that the real stress never disappeared; it was simply hidden in the parts of the market almost nobody was paying attention to: strategic petroleum reserves, Chinese refinery policy, Russian diesel restrictions, and physical oil versus paper oil. Then everything started moving at once. China lifted restrictions on its refiners, Russia tightened diesel exports, and oil prices jumped. That wasn't a new crisis beginning; it was the old one finally breaking through. Philip says the Trump administration became so focused on keeping oil prices low that it distorted the market instead of allowing it to adjust naturally. Policymakers chose to give the market cheap energy today by borrowing stability from tomorrow, and now the bill is starting to arrive. He also made a broader point that goes far beyond oil. Markets can absorb bad news, but what they struggle with is pretending reality has changed when it hasn't. Trump may think he bought the economy more time, but Philip thinks he simply delayed the reckoning. And if he's right, the real energy crisis is still waiting around the corner. Philip Pilkington

Mario Nawfal

314,155 views • 6 days ago

🇸🇦 It costs Saudi Arabia less than $2 to produce a barrel of oil Ali Al-Naimi helped shape global oil markets during one of the most volatile periods in modern energy history. At the peak of the 2008 oil spike near $147 per barrel, tensions inside OPEC weren’t just about supply. Saudi Arabia pushed for stability, while others favored higher prices. Al-Naimi even suggested that countries like Iran had an incentive to keep prices elevated, as oil revenue plays a major role in funding national priorities. It showed a deeper truth about energy markets: oil prices aren’t just driven by supply and demand. They’re shaped by politics, power, and competing national interests. So the real question is simple: should oil prices be set by the market, or influenced by geopolitics?

🇸🇦 It costs Saudi Arabia less than $2 to produce a barrel of oil Ali Al-Naimi helped shape global oil markets during one of the most volatile periods in modern energy history. At the peak of the 2008 oil spike near $147 per barrel, tensions inside OPEC weren’t just about supply. Saudi Arabia pushed for stability, while others favored higher prices. Al-Naimi even suggested that countries like Iran had an incentive to keep prices elevated, as oil revenue plays a major role in funding national priorities. It showed a deeper truth about energy markets: oil prices aren’t just driven by supply and demand. They’re shaped by politics, power, and competing national interests. So the real question is simple: should oil prices be set by the market, or influenced by geopolitics?

Megatron

70,640 views • 1 month ago