CDR

The filter is revolting!

Oh... my God. My first tweet to be stolen by the President of the United States 😅

Energy Aspects just now on CNBC: Middle Eastern offline production is now a staggering 13MM Bbl/d!!! My best case is 2-3 months to allow production to begin to be returned = over 1BN Bbls of lost cumulative production. That is an unbelievably high number. This is NOT over!

Briskets are on…

🚨 NEW POST 🚨 The Billion Barrel Cost of a Longer Iran War The total volume of unproduced Gulf barrels is set to rise above one billion barrels over full shock duration; lost production in April alone will absorb nearly the entire IEA-coordinated SPR release. Link below.

@ShaleTier7 @Cappy_Nate This convo needs @3YearLetterman

The oil shock has yet to arrive in the west. Blue line = Global Oil in Transit (left axis, Drops from 1.7B barrels to 1.4): This tracks the total volume of crude physically sailing on tankers globally. It rose steadily through 2025, then in March 2026, there is a cliff-edge collapse of roughly ~300 mb, as empty tankers cannot be reloaded. Red line = OECD Europe + Americas Commercial Crude (right axis, 0.95B barrels): This tracks commercial crude inventories held by Western buyers. Despite the tanker collapse, this line has barely moved — when it finally does, the physical shock will have arrived.

Sportsnet reporting Rasmus Andersson took the entire #Flames team out for dinner last night. #VegasBorn

Trump US imports almost no #oil thru Hormuz Strait @EIAgov is roughly 0.8 mmb/d from Saudi Arabia and Iraq. Most forget US oil imports are mostly from Canada, generally about 4 million b/d. #oott

Well, this is a new one..

I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf Helpful map from JPM highlighting when that air pocket will “land” in different major consuming regions: - East Africa last week - East Asia this week - Europe next week - North America two more weeks

🛢️165 years of oil price history in one chart Every spike on this chart has a name: 1864 — Civil War 1973 — Arab Oil Embargo 1979 — Iranian Revolution 1990 — Gulf War 2008 — Financial Crisis 2026 — We are here 🔴 Goldman's chart shows the price response is STILL smaller than 1980 and 2003. Meaning either the market is right and this ends fast. Or the market is wrong and we haven't seen the real spike yet. Every Single Previous Spike Eventually resolved. But not before causing a recession first Which side of history are you positioned for? 💡 Subscribe to my newsletter ☑️Link in my profile

Saudi vs. US oil supply costs @ShaleTier7 explains the energy situation for tech people: a16z.news/p/the-energy-s…

Slow trickle of ships in and out of the Strait of Hormuz @ShaleTier7 explains the energy situation for tech people: a16z.news/p/the-energy-s…

Plastics shoot up a month after Iran kicks off @ShaleTier7 explains the energy situation for tech people: a16z.news/p/the-energy-s…