Daniellie Grey

Don't admire the flying bird before you know the pain of flapping.

Food rationing.

[st 🔥🔥🔥This isn't about boarding an Iranian tanker. It's about creating such a vast high-risk zone that war-risk insurance premiums will continue to be prohibitive, effectively closing the Strait of Hormuz to routine commercial traffic. That's the endgame, the way it started!

Lufthansa cuts 20,000 flights to save fuel as prices soar ft.trib.al/HXxGMgs

Russia has reclaimed ownership of OCSiAl, that produces 90% of nanotubes globally The company was initially founded with HQ in Luxemburg, a practice that Russia's Rusnano, a corporation created to innovate nano technologies, used to do when relations with West were normal.

➡️ No surprise that the refinery was shut down at least temporarily. The flames from the burst tanks were widespread, and that plant is relatively compact compared to other Russian refineries. ➡️ What is unknown is whether the refinery itself was significantly damaged, or if it was “just” the storage tanks. If the latter, it might restart in days. ➡️ The last such attack was on Dec 31, and the plant was offline for almost two months. #oott

Who had this on their 2026 bingo

➡️ China's gas will almost certainly be cheaper than Europe's after 2029, as well. ➡️ The Power of Siberia contract is oil-linked with a low slope of <9% ➡️ European prices are set by the marginal price for LNG, an inherently expensive way to source natural gas. #oott

➡️ The ports of Primorsk, Ust-Luga, and Novorossiysk account for almost half of Russia’s crude and product exports, and all three have been under repeated drone strikes since late March (see our report from last week 👇). ➡️ We didn't know what the net effect of the shutdowns and restarts would be, but now we are getting an idea. ➡️ The Druzhba pipeline usually ships 200kbd to Hungary and Slovakia, but it went offline in late January, so wouldn't have affected the April-vs-March figure. #oott

It was impossible to live up to the legacy of Jobs, but Tim Cook, all things considered, had quite the run. Apple is an absolute behemoth in part bc of his leadership.

Look away @anasalhajji x is truly the wild Wild West

Kuwait has just declared force majeure on oil exports from the Strait of Hormuz No more oil or refined products will come from Kuwait, at least for the foreseeable future. 🧵

It's good to hear no loss of life or injury, all units structurally safe, and cause of fire appears to be prima facie due to some leak as per HPCL. Anyway, it's a reminder to improve safety and security across all important industries, factories, and energy plants in India.

Every time the news with Iran goes south, we see uranium enrichment enter the frame. Even though Iran has been weeks away from developing nuclear weapons for over 20 years. The same claim, the same nonsense, running continuously since the early 1990s. The uranium narrative is by far the most useful piece of diplomatic infrastructure in the Middle East. It serves every player at once. The US uses it to justify sanctions, a permanent carrier presence, tens of billions in arms sales to the Gulf, and the entire architecture of the US-Israel alliance. Israel uses it to justify strikes, regional military dominance, and the coalition politics at home that require a permanent existential threat to hold the cabinet together. The Gulf states use it to justify massive US weapons purchases and an Iran-containment framework that keeps their own legitimacy intact. Europe uses it to justify sanctions participation without doing the hard work of an independent Middle East policy. The think tanks use it to keep the funding flowing. The media uses it as a permanent content stream. And Iran uses it too. It turns an undelivered capability into a deterrence signal for free. Tehran gets to carry a nuclear card it never has to play, because the card does not exist. Every round of nuclear diplomacy lets Iran trade theoretical concessions for real sanctions relief, real asset unfreezing, real legitimacy. Everybody wins from this false narrative. Nobody wins from resolving it. Which is why it never resolves. Every time you hear Iran's uranium enrichment, you should understand that this is about Iran joining a new economic order. It's about reconnecting to the global banking system. It's about Iran's oil coming back to the market under quota, at prices Saudi Arabia and the UAE approve of, sold through systems the TPS can monitor. This is the real bargain. Every major player wants to make sure nothing is left on the table when it comes to extracting from Iran. Sanctions relief is the price of permanent downgrade. Oil access is the price of integration. Regime survival is the price of proxy abandonment. The uranium talk is just a cover.

This is the latest outrageous action taken by the US in dictating who Iraq's next Prime Minister will be. The US is trying to strangle the federal government's ability to pay salaries, holding it to ransom to impose a candidate who will accede to American demands. In reality, the US still occupies Iraq.

"Misfortunes never come singly" 🇮🇳Fire breaks out at refinery in India's Rajasthan, local media reports

@anasalhajji Masterclass like always

Here is the recording of the Space we had earlier: Trump, Iran & Hormuz: The Energy Crisis & Global Recession?

This is a big point being lost.

The oil market just passed its breaking point. And it doesn’t matter if the Strait of Hormuz opens tomorrow. Here’s why the damage is already done 🧵