RonH

108.7K posts

RonH

RonH

@Ronh999

Natgas, LNG & Energy Info WARNING: If you use foul language or bring in politics in reply to my tweets you will be blocked.

USA Katılım Eylül 2010
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RonH
RonH@Ronh999·
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RonH@Ronh999·
@jackprandelli The EIA report today for week ending March 20 puts US crude oil stocks (456,182) higher than the 5-year average (454,327).
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Jack Prandelli
Jack Prandelli@jackprandelli·
🚨 US crude stocks are already below the 5 year average. And the Gulf supply shock hasn't fully hit yet. This chart tells you exactly how thin the buffer is right now: 📉 Current stocks: below prior year for almost all of 2025 📉 Below the 5 year average heading into a supply crisis 📉 Sitting near the bottom half of the historical range The US strategic buffer was already lean before Hormuz went dark. Before Saudi's largest refinery got droned. Markets sold off on ceasefire talk this week. But the physical inventory doesn't care about headlines. It cares about barrels...And the barrels aren't there🛢️ Every week this conflict continues = another draw on stocks that are already running below normal. The ceasefire trade is a sentiment trade. This chart is the reality trade 🎯 💡 Subscribe to my newsletter for daily energy & macro breakdowns, link in my bio
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Every normie feels in their gut that oil should go higher. And every oil expert seems to think that every day we get closer to the true disaster scenario. So why is it that oil is not only below the highs of the month, but, as @JavierBlas pointed out, far below the 2022 highs?
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💥Energy Flux💥
💥Energy Flux💥@EnergyFluxNews·
This is nuts. There are ten (count 'em) fully loaded LNG vessels moored and stationary off Ras Laffan. Assuming each are Q-Flex class (the most common type in QatarEnergy’s fleet, with a standard capacity of 210,000 m³ each) then that's approximately 1.29 Bcm of natural gas. That's enough gas to meet the entire demand of Japan for 5 days, Germany for 6 days, the UK for 7.5 days, or France for 15 days. The gas is sitting there in liquid form, held in state-of-the-art cryogenic tanks, slowly boiling off. All while the world watches a slow-motion supply crisis ripple out from South Asia to the rest of the world.
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Jack Prandelli
Jack Prandelli@jackprandelli·
🚨 Saudi Arabia just lost its main oil export route Bhut they have a backup plan the only issue is that it can only replace less than half. the question now is what happens next? 🟡 Gulf exports nearly gone in March 2026 ⬜ Yanbu (Red Sea) exports surging, but nowhere near enough • Saudi Arabia ships 7M barrels/day through the Persian Gulf • Persian Gulf disruption = shipments stuck, rerouted, or blocked • Yanbu is the backup but it's pipeline constrained by design • You cannot replace a sea lane with a pipeline overnight This is now a physical supply story 🛢️ When barrels can't physically leave the world's largest exporter markets don't just reprice. They break. The Strait of Hormuz was always called the most important chokepoint on earth. One chart from Bloomberg just proved why🌍 📊 Source: Bloomberg / Vessel tracking data 💡 Subscribe to my newsletter for weekly energy & geopolitics breakdowns, link in my bio #OilMarkets #SaudiArabia #Hormuz #Geopolitics #Commodities #Energy
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