Colby Connelly

Broader trend that any vessels transiting strait are those using some ot the evasive techniques pioneered by Shadow fleet. bloomberg.com/news/articles/…

Disruptions from tensions in #Hormuz to insecurity in the Red Sea and #Suez demonstrate how vulnerabilities can trigger cascading shocks across #energy #supplychains and global commodity markets. @orfmiddleeast, in partnership with @TheECSSR, organised an online panel discussion titled "Vulnerabilities in West Asia's Maritime Chokepoints: Hormuz, Bab al-Mandab, and the Suez Canal", where experts assessed how such risks are reshaping energy flows and supply chain resilience in an uncertain geopolitical environment. @DirectorLawale, @ColbyAntonius, @JoshuaKrasna, @mannat_jaspal, @ssis_tweets, @energyintel, @NYUCGA Watch here: youtube.com/watch?v=VFaKCH…

‼️ 3rd missile alert warning text today in Dubai

تم رصد عدد أربعة صواريخ جوالة قادمة من إيران باتجاه الدولة حيث تم التعامل بنجاح مع ثلاث صورايخ فوق المياة الإقليمية للدولة وسقط آخر في البحر. وأكدت وزارة الدفاع أن الأصوات المسموعة في مناطق متفرقة من الدولة هي نتيجة الاعتراض النجاح للتهديدات الجوية. وتنوه الوزارة الجمهور الكريم بضرورة استقاء المعلومات من مصادرها الرسمية وتقصي الحقائق، إلى جانب الالتزام بكافة إجراءات السلامة العامة أثناء ورود الرسائل التحذيرية. #وزارة_الدفاع #وزارة_الدفاع_الإماراتية #MOD #UAEMinistryOfDefence

🚩🚩🚩 Another missile alert warning on our phones in Dubai (2nd today)

Any updates on that one boss?

UAE's Ministry of Interior has issued an alert on phones across Dubai and Sharjah mrf.lu/VsY3

This actually makes sense, because if the US had a state-run airline right now, it would definitely be Spirit.

Hormuz is still closed and as long as that is the case, Brent front month can't really live below $100, product prices will continue to climb ($5 gas in the US by May), shortages will keep popping up, demand destruction will proceed, economic activity will take a hit. Doesn't matter who is shooting and who isn't.

🎙️ Daily Energy Markets Podcast | Live on Zoom Click here to join: lnkd.in/dY7Vi-dj Meeting ID: 843 8266 1096 Password: 12345 @raadie66 @Michellewb_ @ColbyAntonius

find yourself someone who will love you like Brent loves $68/bbl

@matthewmreed Big, beautiful barrels.

Witkoff seemed caught off-guard by the question, in my view. He recovered by essentially saying his boss is full of surprises and laser-focused on economic outcomes.

The White House denied Trump had/would lift oil sanctions on Iran on Tuesday. Yesterday, Trump's peace envoy told CNBC lifting sanctions on Iran was a "great decision" (past tense). Get your talking points in order please. youtube.com/watch?v=NQwaDL…

In the short term, everyone that is involved is going to benefit more by being a member of OPEC+ than looking for the door. @ColbyAntonius youtube.com/live/foyuyoZUa…

Opec-Plus Monitor Download key findings from our new monthly report, providing an inside view of #Opecplus dynamics from Senior Research Analysts Amena Bakr and Colby Connelly, and our broader oil markets team. >> bit.ly/4cGWhAf #oilmarkets @Amena__Bakr @ColbyAntonius

Global Oil Market Insights with Energy Intelligence and ICE | At an exclusive briefing in the NYSE the panel discussed crucial topics shaping oil markets... #oil #opec #opecplus #oilmarkets #macroeconomics #geopolitics #geopoliticalrisk #oott @ICE_Markets

SCOOP: Egyptian Natural Gas Holding Co. has talked with various global FSRU suppliers, as well as Turkish state-owned Botas as it seeks to secure an FSRU in an "extremely tight market" amid Egypt's 2nd gas crunch in a decade, @energyintel understands energyintel.com/0000018e-d1f0-… #LNG

lotta this

mei.edu/events/how-saf… Thank you @ColbyAntonius from @energyintel and @gbrew24 from @EurasiaGroup for a useful briefing on East Med Gas Risk Scenarios and Production Outlook this morning with @MiddleEastInst

Retweeting to say this is still accurate. El Sharara still partially producing. #OOTT

Iraq signed a contract with the Total to invest Iraqi gas. Total contract includes gas investment from Majnoon, West Qurna 2, Artawi, Luhais and Toba fields with a capacity of 600 million standard cubic feet of gas. The Total contract will be implemented in two phases.