Marco Bruciati

@aeberman12 Europa in trouble

The export party is over U.S. crude exports have fallen to an 8-month low #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket

Beyond the supply disruptions in Kazakhstan and the Middle East, the U.S. Gulf Coast is also facing weather-related risks. Tropical Storm Bertha may lead to a supply outage of approx. 2 million barrels of oil production, with BP and Chevron already evacuating offshore workers.

Oil’s Perfect Storm: Geopolitical Chaos Overrides Bearish EIA Data open.substack.com/pub/anasalhajj…

Another 1+ million bpd is at risk. Kazakhstan has halted exports through the CPC pipeline as tanker attacks deter ships from Novorossiysk Hormuz Bab al-Mandeb Now the Black Sea This is no longer a single chokepoint story #Oil #Energy #Hormuz #BlackSea #Shipping #Geopolitics ft.com/content/4b3ad0…

China is paying a $100/t premium for imported copper. That's a 5x increase in just a few months. Meanwhile, copper inventories are down 80% since March. The physical market is getting tighter despite near all time high prices.

Oh, snap! The Yen is collapsing compared to the dollar. Japan's response is going to ultimately devastate the U.S. debt market. And the dollar going too high punishes U.S. manufacturers who export. It's like LOSE, LOSE, LOSE. But we will be told it's "WINNING!" because everything is retarded in 2026.

The Houthis declared a naval blockade on Saudi ports yesterday. Ships are already reacting. 2 Saudi crude tankers reportedly made U-turns in the Red Sea and are now heading toward the Suez Canal instead. If oil cannot move through Hormuz or Bab el-Mandeb, there is no clean way out left. themerchantsnews.substack.com/p/3-oil-strait…

BREAKING: At least 8 oil tankers have aborted transit through the Bab el-Mandeb Strait following the Houthi naval blockade against Saudi Arabia, including 3 Chinese VLCCs carrying Saudi crude. Three tankers loaded with Saudi crude bound for China and one for India have made U-turns in the Red Sea and are now aborting their transit through the Bab El-Mandeb. 4 additional tankers turning north in the Red Sea have been identified as Agios Gerasimos, MICA, NAVIG8 Express, and Trust.

The CPC terminal attacks looked like a temporary disruption. Kazakhstan is now stopping the pipeline to the Black Sea entirely. CPC carries roughly 80% of Kazakhstan's crude oil exports, and no alternative comes close to replacing it. This is not a shipping delay. It is a production cut. themerchantsnews.substack.com/p/3-oil-strait…

President Trump says US will hit the Iranian fortified underground nuclear site of Pickaxe mountain "soon" and "very heavily."

Everyone is watching Hormuz and Bab al-Mandeb. Almost nobody is counting the hits in the Black Sea. 183 Ukrainian strikes have already hit Russian vessels there. 119 in the Sea of Azov, 64 in the Black Sea. This route carries 3.7 million barrels a day, including CPC Blend, and it has no bypass. themerchantsnews.substack.com/p/3-oil-strait…

Morgan Stanley: the bottleneck isn't crude—it's refining, and diesel is the epicenter. Europe faces multi-year low inventories But the bank says the market has already priced in much of the risk. Tight doesn't always mean "buy." #Diesel #Oil #Refining #EnergyMarkets #Europe #Commodities #EnergySecurity bloomberg.com/news/articles/…

@desempleado666 @colapsehoy2 @CiclistaRadical @AlejoPedregal @alex__suarezgc @Rafalote2 When?

...and Europe in particular. @colapsehoy2 @CiclistaRadical @AlejoPedregal @alex__suarezgc @Rafalote2

Europe faces a squeeze on its diesel supply this year, according to analysts at the bank Morgan Stanley, with stockpiles expected to decline over the coming months.

@desempleado666 cryptobriefing.com/morgan-stanley…

@alex__suarezgc @desempleado666 When ?

The U.S. empire is systematically destroying food supplies, food fertilizer and diesel fuel supply chains. This is 100% a global famine plot.

@ekwufinance Perfect for collapse totale

So Russia is pissed that Ukraine is blowing up its tankers. Now Russia is blowing up Ukrainian tankers. Meanwhile, Iran is blowing up tankers. The US is blowing up tankers.

@ekwufinance Rialzista

Wow, energy infrastructure in Russia and across the GCC keeps getting blown up. I wonder if that's bullish or bearish for crude and products

@chrismartenson @PumpCapitalLLC La goccia che fa traboccare il vaso

@PumpCapitalLLC Taking a leisurely tour right up refinery row. What could go wrong?

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