Pierre

@OilandEnergy @mercoglianos Aargh, could they report at least somewhat correctly! Qatar is all down right now; reduction is 17% of 0% (=0). And the plant is in the midst of a +30% increase project. 17% of the 20% is not nothing, but also what Norway/Australia/US can ramp up to cover. The issue is Hormuz.

Qatar’s LNG outage is no longer temporary. With 17% of export capacity offline for 3–5 years, the market faces a structural supply shock, not just wartime disruption. #LNG #EnergyCrisis #GasMarkets oilprice.com/Energy/Natural…

@evagreiner8 @sentdefender No amount of technology will ever substitute alliances. You are conflating forces in place with build up of forces.

@Per_Aae @sentdefender Lol. Technology is absolutely the point

The Boxer Amphibious Ready Group (ARG), comprised of the USS Boxer (LHD-4), USS Comstock (LSD-45), and the USS Portland (LPD-27) with the embarked 11th Marine Expeditionary Group (MEU), is on its way to the Middle East after departing the U.S. west coast for deployment.

@magisterium17 A) get a life; but if you want ship data then b) get a subscription to the AIS database or at least Lloyd’s List Intelligence.

Where are all the photos of the ships in the sea? I want to see them, shouldn't one person go viral with images or video of them?

@evagreiner8 @sentdefender Not the point; building alliances and stockpiles, training coalition forces together, and actually having a plan with an endgame takes time. Go it alone with not even lining up your own forces ends up messy very quickly.

@Per_Aae @sentdefender That was 26 years ago when Iraq didn't have satellite surveillance nor drones & missiles. Look to Ukraine war to see what will happen when you amass soldiers within range of the drones missiles

@DonaldFoss Weird regulations that no other country on earth has; yes, it definitely makes sense…

The Jones Act has a lot of good going for it. Getting rid of it sounds nice, the same way globalization did, and look where that got us? Lack of manufacturing and the skilled labor to do it. The Jones Act maintains that for the US. It needs to stay. share.google/Wf8SDHJIUW59BN…

@TKL_Adam Other than economics doesn’t work that way… Prices are rising everywhere to absolutely no surprise with the relative difference about the same. The US still needs a lot of import to the refineries and then there are all the other commodities that is conveniently forgotten here.

The US is ironically relatively "shielded" from rising oil prices abroad. Crude oil prices in Oman are trading at a +$70 premium to WTI crude, hitting record highs. Meanwhile, the US gets less than 8% of its oil from the Persian Gulf, at just 500,000 barrels per day. As a result, the US is actually seeing relatively *low* oil prices at home while foreign buyers are paying $150+/barrel in some cases. According to @KobeissiLetter, US oil companies are now set to make an additional $60+ billion this year if oil prices sustain current levels. US oil giants will realize record profits.

"Ukrainian drone attacks against Russia are accelerating. On average each day in November & December 2025, Ukraine carried out on average two long-range drone strikes...In January to March 2026, the pace of attacks had doubled." 1/3 @kyivpost 🇺🇦 kyivpost.com/analysis/72254

@alfonslopeztena Renewal of the Inca Civil War! Huáscar and Atahualpa rises again! @holland_tom @dcsandbrook @TheRestHistory

Chile's far-right new president has begun work on a barrier along Chile's northern border with Peru, cut into the Atacama desert - so far a ditch a few feet wide and deep bbc.com/news/articles/…

@NRO @jimgeraghty None of this excuses putting money in the coffers of Russia and Iran! No lifting of sanctions should ever have been contemplated.

High gas prices are bad news for the economy and extremely bad news for Republican midterm hopes. Another round of “prices will come down soon, just you wait and see” promises will not mitigate the GOP’s problems. | @jimgeraghty nationalreview.com/corner/no-mr-p…

@crayongreen4 @typesfast It’s actually pretty common. All container terminals have processes and equipment for this.

@typesfast Wild, that is going to be tricky to unload safely

The vessel OOCL SUNFLOWER encountered heavy weather en-route to Long Beach and suffered a container stack collapse. Flexport has begun notifying all customers with cargo on the ship to expect delays and inspect any containers that arrive for damaged goods.

@ChrisO_wiki I could have sworn that Freddie Mercury died many years ago, but maybe I was mistaken 😎

Nothing gets between a hungry Baghdadi and his iftar

@secretsqrl123 @MrCryptoWhaleCN Indeed. No mention of US or Israel, only to assist the UN in restoring safe passage. This ould mean effectively no action until there is a ceasefire.

@MrCryptoWhaleCN they have agreed to work with the un, not send ships or support to the gulf

🚨🚨🚨 THEY ALL JUST BENT THE KNEE. 🚨🚨🚨 Trump told the world → "help us secure the Strait of Hormuz, or deal with the consequences." They said NO. He pushed HARDER. Now look what just happened: 💀 🇬🇧 BRITAIN — pledged support 💀 🇫🇷 FRANCE — pledged support 💀 🇩🇪 GERMANY — pledged support 💀 🇮🇹 ITALY — pledged support 💀 🇯🇵 JAPAN — pledged support 💀 🇳🇱 THE NETHERLANDS — pledged support SIX allied nations just did a complete 180 — COUNTER to what they previously said. Do you understand what that means? ⚠️ These same countries REFUSED to help just days ago ⚠️ Trump applied pressure — and they ALL caved ⚠️ The Strait of Hormuz carries 20% of the world's oil supply ⚠️ Iran was threatening to SHUT IT DOWN permanently ⚠️ Now 6 of the most powerful militaries on Earth are joining the operation They're showing you "allies disagreeing with Trump." They're NOT showing you those same allies quietly falling in LINE when it matters. Love him or hate him — Trump just got 6 nations to reverse their position and commit military assets to the most dangerous chokepoint on the planet. In the middle of a WAR. While oil is at $119. While the world is panicking. One man applied pressure. Six nations folded. That's not diplomacy. That's LEVERAGE. Prepare accordingly. 🚨🚨🚨 If you're seeing this, the algorithm hasn't caught up yet. Follow + RT NOW. 🚨

“There are supply chain ripples that are going to be felt for years as a result of what we have seen over the last three weeks” @Lloydslisted tells me about escalating attacks on Iran and the Gulf’s energy facilities. As for getting ships through the Strait of Hormuz, he’s tracking Iran taking increasing control through a de facto “tollbooth”

@SophiaCai99 @politico It would also be massively counterproductive to ban export since the US relies on a lot of import that likely would be immediately affected. US refineries cannot operate with only US crude oil, it needs other sources for the blending.

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…

@IamNORNISSE @secretsqrl123 Better be scrapped. But the main concern has to be that it was even possible to hit it. Not as invulnerable as thought.

@secretsqrl123 It was damaged and performed an emergency landing. It'll get repaired.

Looks like we have lost our first navy F35 to enemy action. after being hit it made it back to a land base and the pilot is in the hospital. waiting for more information.

@Rebel44CZ The plane took damage and had to do an emergency landing. forbes.com/sites/zacharyf…

I suspect that this video might be a fake - it seems unlikely to me that an F-35 would be able to limp back after such a hit.

@ChrisO_wiki Well, give the traders a few days to get over the media panic. Ras Laffan has been on zero production for 2 weeks, so they destroyed 17% of capacity that wasn’t producing anyway. And Ras Laffan is currently being expanded with about 24% so ths main thing is to get Hormuz open.

Well, this screws anyone in Europe who uses gas cooking and heating (raises hand)

Denmark was ready to blow up Greenland runways if US invaded ft.trib.al/jIefssx

@mercoglianos @DominicJPino The main issue on US shipbuilding is that the US has never been serious in building ships (other than during the World Wars). The JA discourages any attempt for it, but mostly makes inter-US transport much more expensive than it should be.

The problem with this @DominicJPino is you are focusing the blame on the wrong thing. It is not the Jones Act that caused the decline in US shipbuilding since World War Two. Instead, it is the Jones Act that has kept that little vestige that is left. If you want to be accurate, here are the top 10 reasons that US shipping and shipbuilding have declined: 1️⃣Ships Sales Act of 1946 provides Allied merchant fleets with 1113 surplus ships from the US when we could have used the opportunity to jam our shipyards with orders. 2⃣The US assists Liberia in the creation of a ship registry akin to Panama. The latter was used to avoid Neutrality Laws and ship aid - particularly 100 octane gas - to the UK. Liberia, as one of the few independent states in Africa needed economic support. 3️⃣Marshall Plan of 1949 provides loans to counties to rebuild critical infrastructure, including shipyards. Many of which adopt the pre-fabrication method of the US 4⃣US set up the Military Sea Transportation Service in 1949 (now Military Sealift Command) to handle sealift for the Dept of Defense, thereby reducing its level of dependency on the US merchant marine. 5⃣New cargo handling technologies are introduced, but a few - LASH, SeaBee, Roll-on/Roll-off - are not commercially viable and lead to the demise of some key shipping companies. 6️⃣ Federal-Aid Highway Act of 1956 leads to the creation of the Interstate Highway System. This reduces the need for coastal (cabotage) shipping as cargo shifts to trucks. 7⃣The introduction of DC8 and 707 in 1958 shifted the movement of people from rail and ship to plane. This opened up cargo capacity on the nation's rail system. 8⃣Colonial Pipeline 1962 saw a massive reduction in the number of product tankers needed from the Gulf of Mexico to the US East Coast 9⃣Vietnam War demonstrated the utility of the containership (see The Box) but the failure to invest a new program to sponsor ship construction until the MMA 1970, allowed Europe and Japan - using some of those protectionist methods you oppose - to surpass the US. 🔟The 1980s saw the end of construction differentials under the Merchant Marine Act of 1936. This witnessed the end of ship construction for ships in the international trade as the US Navy wanted to ship construction of their 600-ship Navy exclusively into private yards, but the end of the Cold War saw US yards lose not just commercial, but also military business. You will note that the Jones Act does not make the list, because it actually preserves the vestiges of US shipbuilding. I would also note that when the US decided in the 1980s to divest itself of commercial shipbuilding, at the time Europe, Japan and Korea built the overwhelming majority of the world's ships. In 2024, China builds 51% with expectations that 2025, that number rose to 63%.

We had to zoom in really far to get the US share of the world's shipbuilding to show up on the graph. After 106 years of Jones Act, there's little to show for it.