Joined November 2019
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Previously we had ~270 VLCC fixtures per month out of the Middle East.... we are kind of balanced. Atlantic arb is shut (and will remain so), not the best setup for Q3
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Jun 15
You think you had a bad day? x.com/i/status/2066535625965…
🚨BREAKING: Someone just put $1M on Spain to WIN their match vs Cape Verde today
This pays out is $1,085,943.48 on Polymarket
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Jun 12
now we know how these "dark transits" came about
Jun 12
The UAE has agreed to release billions of dollars to Iran after weeks of Iranian attacks on the Gulf state, four sources tell Reuters.
Two regional sources said Abu Dhabi agreed to release $10B, with more than $3B already delivered.
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Jun 11
Math is simple, ADCOP is 1.7mnpd, Oman is 0.8. We are seeing "reported" fixtures ex Fuj/sohar/Mina at 4/5Mnbpd, and those are the reported ones, there's more going off market that we find out weeks later.
"Oil trapped inside": we are probably down to 40mb from 120mb at the onset
Oil tankers increase ‘dark’ transits through Strait of Hormuz ft.trib.al/J2EtLzx
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Jun 1
Russia considering importing jet fuel, time to buy the sing regrade?
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May 27
Looks more like a wish list than a MoU:
1) Unlikely, the blockade is the only leverage the US has, not giving way until the last vessel is out
2) Vessels are already slipping away from "Iran's control"
3) No way Oman joins this charade, they have 1Mnbpd to lose.
May 27
Iran state television says it has obtained a draft of the Washington-Tehran MoU. Main points for oil:
1) US will lift blockade and withdraw from Iran's waters.
2) Iran will allow commercial vessel transit via Strait of Hormuz to return to pre-war levels within 30 days.
3) Iran and Oman will administer a SoH mechanism.
(While the above has been mooted by others, it's the first time that Iranian state television, tightly controlled by the regime, reports about those points)
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May 26
idk, but this Shell tanker just got out, through the "Omani highway"...allegedly...
May 26
A US OFFICIAL DENIES REPORT THAT THE US HAS RESUMED ESCORTING SHIPS AND RESUMED "OPERATION FREEDOM" IN THE STRAIT OF HORMUZ - I24
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May 8
They seize their own tankers now?
May 8
Iranian navy seized the oil tanker "Ocean Koi" in the Gulf of Oman
This is Iran’s answer to Trump, effectively:
“We control Hormuz— take it if you can”
Iran’s power is growing by the day
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