Javier BlasRT: @ARaj_Energy Next week will be more of this week. A LOT of noise.
Can’t chase every single headline. Bottom line — #IranWar is unsustainable
Andreas Papadopulos 
Andreas Papadopulos 𝕏🔁 @[email protected]:
Crude oil exports during the first 23 days of March 2026 vs first 23 days of February 2026:
- Kuwait: -72%
- Iran: +4%
- Iraq (North): -49%
- Iraq (South): -76%
- Oman: +7%
- Russia: +14%
- Saudi Arabia: -52%
Sven-Erik VolbergYanbu has allowed #SaudiArabia to revive half of the shipments it would have sent through Hormuz
Additionally, as the cost of lifting Saudi crude from the Red Sea has fallen by 60% they are not losing (that much) money.
Might be the reason for their more militant tone #oott
Red Global NewsCrude oil storage tanks in Primorsk, Russia, continue to burn following drone strikes by Ukraine yesterday morning. #OOTT #UkraineConflict
kali@ketanjoshi.co read #oott on xcancel.org, it's entertaining how they are trying to wrap their heads around their own BS.
RT: @IliaBouchouev My "virtual" (paper) barrels have often been blamed for exacerbating mkt moves but now they are the ones that keep WTI contained. Selling pressure is coming from 1) large-scale producer hedging, 2) SPR front-running, and 3) some profit-taking on massive call option bets.
#oott
#oott
RT: @IliaBouchouev Over the last 24hr: spot oil is down $4, dec 27 up $1 - as explained yest, all SPR hedging. It should stop at the close today when the final bids are due. I'm getting less convinced now that all SPR bbls will be taken as economics gets fuzzier. Will do calcs later.
#oott
#oott
#oott you deserve to fucking shit your pants right now, many of you supported him.