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@GasBuddyGuy False, its at most a 1mbpd avg relief to the 10+ mbpd that are missing due to SoH closed

export, baby, export. the US is a massive supplier to the global market in light of disruptions through the Strait

@WillemsenRyan @RecessionAlert RIGHT !! Or oil that SHOULD be going to SPR we're selling on open market for a net 1mbpd relief in the 10 mbpd avg deficit

@RecessionAlert USA is draining the spr to pull this off it won’t last

🇺🇸EIA reports record US crude exports of 5.2M bpd. Impressive — until you read the ceiling. Pre-war baseline: 4M bpd. Hard terminal cap: 6M bpd. Maximum US surge above prior flows: 2M bpd. We've already deployed 1.2M of it. Under 800K headroom left. 🇻🇪Add Venezuela — hard-capped at ~1.4M bpd by decades of infrastructure neglect. 🇨🇦Add Canada — hard-capped at ~1.2M bpd uncommitted through its Pacific terminal. 🌎Total Americas stopgap: 2.8M bpd. All three running near their physical ceilings. 🇮🇷The Hormuz supply gap: 9M bpd. The entire Western Hemisphere at maximum effort covers less than a third of the Hormuz hole. All the math here : recessionalert.com/record-produce…

@HormuzLetter Sooooo, oil locked up till when ever. US oil sales can't make up the 10 mbpd deficit

BREAKING: After meeting with Pakistan's Army Chief Munir and his delegation in Tehran yesterday through today, Iran has said new talks with the US would be "of no benefit without a framework first," emphasizing the US "must fulfill commitments" and drop its "excessive demands," per Tasnim.

@TrumpWarRoom Soft data

🚨 NEW: Philadelphia Fed Manufacturing Index just CRUSHED estimates! CNBC: "That’s two and a half times what we expected!" American manufacturing is ON FIRE! 🔥🇺🇸

@YourAnonNews lofl

Downed US pilot interviewed by Fox News

@libertybell007 @Polymarket US has lifted sanctions on Iranian oil

@Polymarket Excessive demands will continue while Irans economy craters.

BREAKING: Iran emphasizes the U.S. must drop its “excessive demands” if peace talks are to proceed.

@MrWarrenwarren @Polymarket Those high oil prices say they are

@Polymarket They just keep digging a deeper hole for themselves. They are in zero position to make any kind of demand.

@ShadowBannedUSA @Hannibal9972485 @Polymarket Higher gas prices cause US oil execs aren't going to sell to US at the 60 pb price. Damn man ...

@Hannibal9972485 @Polymarket This is what I voted for.

@atrupar We'll believe it when we see it

Caine: "Let me be clear -- this blockade applies to all ships, regardless of nationality, heading into or from Iranian ports. Enforcement will occur inside Iran's territorial seas and in international waters."

@HormuzLetter We'll believe it when we see it

BREAKING: The US is expanding its Iran blockade worldwide, no longer limited to Iranian ports, with Naval Forces Central Command saying US sanctioned vessels and those suspected of carrying banned goods are now "subject to visit, board, search, and seizure" regardless of location, per WSJ. Petroleum products and lubricants have been classified as seizable "conditional contraband" due to their role in Iran's war-sustaining economy.

@ThickShelledEgg @unusual_whales Now do the Houthis

@unusual_whales The war of attrition will be in America's favor...

"Iran’s crumbling economy is the regime’s greatest weakness with prices up 40% since the war began while authorities worry about making payroll," per FORTUNE

@unusual_whales Which Iranian citizens understand seeing they were attacked first. Starting a war of choice and the economy falling apart is a whole different story. Fortune knows this

@Kalshi That's only .5 - .9 mbpd difference to the 10 + mbpd avg that's missing out of the Persian Gulf. US oil corps aren't going to magically print more oil for the rest of the world.

JUST IN: US exported 5 million barrels of oil per day last week — a new record.

@Pure_Calls @Kalshi Nope, not a net replacement just selling what should be going into SPR

@Kalshi Slowly getting better

@RussFaigen @Kalshi US oil corps win US workers lose

@Kalshi Ayo I'm happy for you America, but my gas still $4.50 a gallon at Costco 🥲

@curtisnotamonk @Kalshi @grok Cause it only adds at best net .5 - 1 mbpd ... at best. We're most likely selling of what SHOULD be going into SPR. The Pedophile did similar during COVID, he sold China nearly 80 tones of PPE before covid hit the US ... cause he's an idiot.

@Kalshi @grok But why is the US oil still high?

@Peblusso @Kalshi @grok Nope, US exports are only adding .5 - 1 mbpd extra at best to the 10 mbpd that is missing since Iran war started

@Kalshi Will oil prices reduce? @grok

@LHJoshuaWrites @Kalshi 13-14 mbpd which some of that should be filling SPR but it's being sold at a premium to paper oil prices. US oil corps win workers lose

@Kalshi Curious what max capacity is for the US

@prime1999 @Kalshi cause we're exporting what was cheap to us, oil corps win American workers lose

@Kalshi We exported oil but our gas prices high as hell.

@JasonSc72779650 @Kalshi Physical price for oil (spot price) is what is being paid at the ports so eventually paper prices will follow. US oil execs aren't going to be nice and charge US citizens less.

@Kalshi then why is oil up today???