Mark

Energy is the economy. In 2005 conventional oil production ceased to grow. It took 3 years to cause systemic failure. The resulting bailouts created money from nothing and provided the funding for the shale boom. It's finished growing so what's next. We live in interesting times.

@TankerTrackers @amin_shaigan Ironman understood this.

@amin_shaigan Yes, we're used to them posting videos like these, but they usually include dramatic rock music. Imagine our disappointment this time.

According to IRIB (Islamic Republic of Iran Broadcasting) News, the Iranian Navy had conducted a special operation to seize an "offending tanker" named "OCEAN KOI" for attempting to export Iranian oil. Her new name is actually JIN LI (9255933), and has been so since 2025-11-30. Examining our data, we can see that she's transported various Iranian hydrocarbons on at least 16 occasions since 2021; and with full knowledge of Iran because half of her loadings were conducted directly at port in Iran while the other half were conducted via Ship-to-Ship transfer further out. JIN LI's ownership is based in Shanghai, China. The vessel was slapped with sanctions by US OFAC on 2026-02-25. Thanks for the show, but that's all it is. 🍿 iribnews.ir/00OHPK #OOTT #IranWar #Tankers

@SheDrills Expect export ban chatter soon.

Zenith Energy CEO Andrea Cattaneo discusses last week's ICSID arbitration in Paris and updates the company's solar strategy #ZEN #ZENA youtube.com/watch?v=3qJQzR…

#ZEN #ZENA An excellent week in Paris with Prof. Thomas Clay, Charles Michel, Julie Spinelli, Ben Juratowitch, Matthieu Gregoire, and Simon Le Wita. We are confident in our legal position, and following proceedings that clearly demonstrated the Tunisian authorities’ arbitrary conduct, we have full confidence in ICSID recognising the merit of the claims.

@tozzer121 Oil usage in 2027?

PF review

@SheDrills The market does appear to confuse undrilled potential and spare capacity.

Can you call yourself a "short cycle" "swing producer" if you can't rapidly and meaninfully respond to a supply squeeze? #OOTT

@jackprandelli Same applies to all other nations affected, sea water flood fields even more susceptible.

Bessent just revealed the real endgame. It's the storage. 🇮🇷 Iran's Kharg Island oil storage: filling up fast. 📅 Days away from full capacity. When storage fills → Iran must stop pumping. When Iran stops pumping → the real damage begins. ⚠️ You can't just flip oil wells back on. 🛢️ Shut-in wells develop pressure imbalances 🔧 Clogging damages reservoir flow capacity 💸 Restarting requires expensive, time consuming rework 📉 Production capacity may NEVER fully recover Every day the blockade holds Iran lose $400M in revenue Subscribe to my newsletter link in my bio

@SheDrills Drain Amarica first.

Trump also invited the world to come purchase crude and products from us (IOW compete w/ US demand)...so no reason to believe prices can return to pre war levels this year. The tankers of willing buyers are on the way. #OOTT

I think $200 Brent dated is very possible.

@TankerTrackers @washingtonpost They owe Lisa a bottle of wine.

Thank you @washingtonpost for citing our research. Folks, here are the tankers some of you asked about. wapo.st/3OrEyq0 #OOTT #IranWar #Tankers

Zenith Energy CEO Andrea Cattaneo explains key milestones in Italy uranium development and the final hearing of the ICSID arbitration #ZEN #ZENA ▶️ Watch the interview youtube.com/watch?v=FzZXSw…

Saudi exports are coming in below expectations—~4 mb/d and slipping. There is no positive narrative that changes that harsh reality of flows. Let's stop arguing about politics because an runaway train is approaching fast

@ericnuttall Slowly, then all at once!

Energy crisis...what energy crisis?!? Markets are at all-time highs and meme stocks are back! What are these energy guys on Twitter talking about???

#ZEN #ZENA

Wildcat shareholders vote overwhelmingly (99%) to convert company into a GOLD ORE processing company listed on AQSE. Details in RNS link in previous tweet. #wcat #gold share.google/9p73tdKemOhQV8…

@tozzer121 It hasn't even begun yet, when all the oil on water has reached destination then reality bites.

Oil short ? Anyone brave enough yet ? 😬

Nuts.

#OOTT Murban crude just cracked $100

Every country in Asia is running the same clock right now. They just have very different numbers. Japan: 254 days. The most prepared nation on earth. Built those reserves after being embargoed in 1973, a humiliation so severe they spent the next 50 years ensuring it could never happen again. Refiners are asking to open them. The government said not yet. China: approximately 10 days before domestic operations face real constraints. Already halted diesel exports to protect what it has. India: Gas cuts to industry of 10 to 30% already implemented. Not projected. Implemented. Today. South Korea: 1.6 million barrels per day through Hormuz. That pipeline is now air. Japan has three weeks of LNG inventories. Pakistan: no strategic reserve. Bangladesh: no strategic reserve. No buffer. No option. No plan B. This is the thing the aggregate numbers obscure. When analysts say Asia faces disruption, they are averaging 254 days of Japanese preparedness with zero days of Pakistani preparedness and calling it a regional crisis of moderate concern. That is not one crisis. That is twelve different crises at twelve different velocities hitting simultaneously. The countries with reserves will deploy them in sequence, each release sending a price signal that accelerates the clock for the countries beneath them on the buffer ladder. Japan releases. Prices drop temporarily. Then the release ends. Prices resume. South Korea releases. Same pattern. Then India. Then nobody is left with a buffer and the war is still running. That is the cascade mechanism. And it has a name in energy economics. It is called strategic reserve depletion under sustained supply shock. The last time it happened at this scale was 1973. That ended with the global recession of 1974 and a complete restructuring of Western energy policy. Japan built 254 days of reserves because of what happened in 1973. On day seven of this war, they are already being asked to open them. The number that should terrify every energy desk in the world is not 254. It is seven. open.substack.com/pub/shanakaans…

We’re making good progress on preparations to drill SC-3 appraisal well, that in a success case & subject to regulatory approval can be put on production within a relatively short time framework. Publication of ITR, based on US$60/bo, is timely given current oil price spike & prospect of continuing conflict within key area contributing to global hydrocarbon production