@HedgeDirty There's more where that came from.
Iran isn't going to let the leverage go or they're toast. They've lost all conventional capability
English
Timthetiny
17.1K posts
Update: within the range of possibilities, outcome is "medium bad"
reuters.com/business/energ…
English
This could be very, very bad
Javier Blas@JavierBlas
BREAKING: Qatar says that its Ras Laffan industrial city, home to a massive LNG plan, was hit by Iranian missiles. "Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused." Note the wording: "extensive damage"
English
@17GEO76 @synthwavepen @JamesLaverty45 @bethanyshondark And your mother was a whore.
Go suck cock and lick boots, you spineless rat
English
Insightful comment, "bro." Don't trust the war, that's fine but what the fuck does that have to do with a father who lost his son and is relaying a personal story about our leadership? Bunch of retards in here talking shit while also showing their ignorance with regard to this conflict. "Trust me bro," you're an asshole.
English
They bury the Dad’s full quote at the end of the article. And they REALLY buried the lede.
“Simmons recalled something his son had told him before volunteering for the mission that ended his life.
“He said, ‘Dad, I can’t give you any details, but if civilians knew what we knew, a lot of the criticism [of the war] would cease,” he said.
Simmons came away from Dover with a better impression of the war’s architects than he had when he arrived. Trump teared up and hugged him, evincing warmth and compassion at odds with the president’s public persona, Simmons said. He also credited Trump for looking him “straight in the eye.”
“He extended his condolences father to father and conveyed how difficult it is to make decisions to put the children of other parents in peril,” Simmons said.
As for Hegseth, “When I talked to him, I got the impression that he was torn because he seemed to be a very compassionate man, faced with difficult decisions as it pertains to war,” Simmons said.
“I also let him know that Tyler was my only son. And you could see the emotion on his face. And I think those kinds of things you can’t fake,” he continued.
“I was pleasantly surprised because the perception is they [Trump and Hegseth] don’t care, they’re going to do what they want to do,” he said. “I got to see a different side of them up close and personal.”
Kyle Griffin@kylegriffin1
BREAKING NBC: Pete Hegseth says 'family after family' of service members killed urged the admin to "not stop until the job is done." But the father of one of those service members says he never said that. "I can't speak for the other families. When he spoke to me, that was not something we talked about." nbcnews.com/politics/donal…
English
@PaSuburbsGuy @Ed_of_O @AntoineMichael0 Thousands of natives are on their way right now, dipshit.
Go suck daddy's cock harder.
English
“If you’re genuinely an isolationist, or Trump supporter who’s disappointed he launched this campaign—allegedly deviating from his platform, I respect your perspective. Respectfully, I disagree. Isolation doesn’t work w/terrorists. Nor does appeasement.” broadandliberty.com/2026/03/16/guy…
English
@keith_dorschner @WallStreetMav @profstonge Homie. Your natural gas prices would double if we had more export capacity.
Moron
English
@WallStreetMav @profstonge A foreign enemy could not have done more damage to the USA than Biden. Pure insanity.
English
Biden slow walked and delayed all of the LNG (liquified natural gas) export terminals that were seeking licensing back in January 2024.
Trump got it back on track last year. But the 2 year delay prevented progress.
Now Europe has shortages for electricity and heating.
Peter St Onge, Ph.D.@profstonge
Natural gas prices have barely moved in the US compared to Europe and Asia, where they're hitting the stratosphere. This is why we Drilled baby Drilled
English
English
@SophiaCai99 @CroftHelima Sophia, did anyone ask U.S. oil producers to increase production output?
“If President Trump asked us to increase production, we absolutely would,” Hollub told Hart Energy.”
hartenergy.com/upstream/shale…
English
Full readout of Trump admin’s mtg with oil executives:
- Oil execs asked about chances of crude oil ban, Burgum said definitively ‘no’
- On permitting reform, admin said it’s a priority. Discussions happening with D’s and R’s now. Both sides more optimistic lately. WH going to keep pushing for changes, framing them as essential to building out energy infrastructure, particularly projects needed to support power generation.
- Oil execs also expressed support for admin’s 60-day Jones Act waiver
politico.com/news/2026/03/1…
Sophia Cai@SophiaCai99
NEW: The White House will not implement a crude export ban, and told oil executives as much at this morning’s meeting with API, per an admin official who participated in the meeting.
English
The Shannon is a tight sandstone, likely of shallow sea, sandbar deposition. Characterized by sweet spots of higher permeability and oil migration. Productivity not as high as Turner or Parkman. If the operator can get costs low enough (data brough to you by AFE Leaks) breakeven pricing around ~$60/bbl. 481 mbo typecurve for the 9400' well. While countries are fighting over nukes and etc, this play hunts.
AFE Leaks@AFELeaks
Well of the Day: DARTON PEAK WRC ENERGY LLC | Converse, WY Total AFE: ~$10.0M Target: Shannon Perf Interval: 9,400 ft Get the full cost breakdown, survey, casing & production data at afeleaks.com #oilandgas #welldata #AFELeaks #wellcosts
English
@JamieHeard5 Big mistake for the US to increase exports.
Let the arbitrage draw industry back home
English
The Qatar strike immediately repriced 27/28 LNG prices. We saw some partial credit for that in LNG price exposed equities.
It also immediately repriced the value of natural gas resource in nations with low geopolitical risk (Canada / US). We haven’t seen that valued at all in the equities yet. Do we have to wait to see resource change hands? Or will an onslaught of project FIDs do the trick.
English
@NewDawn7411 Lmao.
Referring to a higher authority that you can't corroborate with.
Ballsy.
English
9 year old daughter: “I’m not lying, just ask God.”
That was a new one 🥰😂
English
Timthetiny retweetledi
@HarmlessYardDog $180 is almost universally over $6.
Cali might break $10, as they are the most exposed to international prices
English
$5-$7 per gallon gasoline depending on your state.
Working Man 🇺🇸@thetemphero
@HarmlessYardDog So $180 would be what? Like $5/gal?
English
@EnergyPeddler Everyone knows.
Despite the jawboning. They will ban exports, lean on the western hemisphere abd suspend refinery regulations to keep this bitch level.
Asia is screwed though.
English
Jesus are we really about to send WTI back into the 80s
English
English
@CoffeeSacred @FearedBuck Absolutely not. Don’t condone it at all.
English
@CRUDEOIL231 Asia is going to detonate.
Europe can pull on the Atlantic basin and pay crippling prices for supply.
Japan and Korea are going to turn off.
English
Sure a Strait of Hormuz blockade obviously pushes most energy costs up, but a collapse in Qatari LNG supply is going to send global LNG prices into orbit.
That shift in switching economics will drag coal higher right along with it. I saw Chancellor Merz saying "this isn't Europe's war."
Sure he's technically right, but Europe is going to be the one left holding the bag for all the damage. The ghosts of 2022 are starting to haunt the place again.
You can see the list of victims about to get hit the hardest across the energy mix.
Meanwhile this is going to force governments into a total re-evaluation of fundamental energy security, which could actually give clean energy a long-term tailwind in the process.
#oott #iran
English
@40AcresBuilt @SecScottBessent I'm a geologist so my reference frame for time is a bit different 🤣
English
Now define “in time”…..
@SecScottBessent
🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡🤡
First Squawk@FirstSquawk
US TREASURY SECRETARY BESSENT: OIL PRICES IN TIME WILL BE LOWER THAN BEFORE FEBRUARY 28TH
English
@SanctionsAml Lol. Its already $150 in the physical market. Try and keep up
English
Brent up 70% in the past month
This prices Strait of Hormuz tanker traffic at half its capacity indefinitely
With Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at that
$150 or $200 can't happen..
robinjbrooks.substack.com/p/how-high-wil…
#OOTT
Robin Brooks@robin_j_brooks
Brent is up 70% in the past month. This prices Strait of Hormuz tanker traffic at half its capacity indefinitely. With the Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at that. $150 or $200 can't happen... robinjbrooks.substack.com/p/how-high-wil…
English
@SullyCNBC We're talking about asia turning off.
Earnings are about to be immaterial to anything
English
Morning hot take:
We could get the greatest earnings in the world from big tech and not sure it will matter for macro markets if energy costs keep going up.
Yes or no?
English
At what point would the energy crisis be severe enough that East and Southeast Asian countries send troops, whether national or PMCs?
English
English
@phoenix_de @katdro @GrueneBundestag Die Aussagen der Klimaleugner
2001: Mehr als 3% EE geht nicht, sonst #Blackout.
2005: mehr als 10% EE geht nicht,
2011: Wenn wir die AKWs abschalten, dann Blackout.
2011, Sommer: Im Winter Blackout.
2017: mehr als 30% EE nicht möglich.
#OOTT
Deutsch
Der Krieg im Nahen Osten zeige einmal mehr, dass das fossile Zeitalter vorbei sei, so Katharina Dröge @katdro @GrueneBundestag. Ein Wirtschaftsmodell, dass auf dem Verbrennen fossiler Energien aufbaue, funktioniere nicht mehr.
Deutsch
@QianjunBefanis @agnostoxxx The US is self sufficient in agricultural inputs.
I was talking more about Africa, central Asia, and China.
English
I will be more worried about dollar value to be frank, as long as dollar is worth something, you can go to Chinatown to buy foods, here is why 1) Chinese American distribution system is unique and independent 2) Chinese dominant world logistics 3) If you have money they will do the job, in African and other war zone the only food delivery is Chinese, when he delivers lunch both sides stop the battle. So you can rest assured as long as your money has purchase power.
English
“Asymmetric Warfare” .
Thoughts on the current market setup.
🌳🙏
open.substack.com/pub/shrubbery/…
English