Lewis M. Johnson

JUST IN: Jim Cramer claims oil prices have climaxed.

@JoshYoung Steve Jobs said people don't have ideas, ideas have people.

Trump posted this old footage of himself in the 1980s suggesting that the US should simply "take" some of Iran's oil

Exclusive: China is sharing intel on U.S. troops and equipment with Iran, source says open.substack.com/pub/sashaingbe… "When I reached out to the White House, explaining that a source had told me that China was sharing intelligence on U.S. military personnel in Iran and that this was a factor in Trump’s delayed visit with Xi, spokeswoman Olivia Wales did not contract or challenge the information. Instead, she told me by email, “Nothing provided to Iran by any other country is affecting our operational success.” that would be interesting if true

no

@roxom No

Billionaire Tim Draper said, “It's becoming irresponsible not to own Bitcoin”

Without comment

@JTLonsdale @EYakoby I knew it!!

@EYakoby He’s onto us.

This is a mental illness.

@Polymarket Almost like say a bunker?

BREAKING: U.S. Military reportedly building a "massive complex" beneath the White House ballroom.

We've seen these benchmark crude prices before. We've never seen these product prices before. Gasoil in Asia (Singapore-FOB) is trading above $250/b, up 3.3x where we started this year. At the peak in 2022 ~ $185/b At its highest in 2011-14 ($100+ crude) - it traded ~$144/b

Absolutely remarkable. "Iran is now earning nearly twice as much from oil sales each day as it did before American and Israeli bombs started falling on February 28th. It may be pummelled on the battlefield, but the regime is winning the energy war." economist.com/finance-and-ec…

@TommyThornton Well played Tom

Anybody with a brain can see where this is going

San Francisco has become the first U.S. city to see an average gas price of $6 per gallon, according to GasBuddy data. It's the first U.S. city to reach the mark since 2022, with average diesel prices in SF pushing past $7.75/gal today.

The fire at Doha West (Kuwait's biggest integrated plant: 2,400 MW power + 110M gallons water/day, or 38.5% of total desal output) risks short-term cuts to water (90% of Kuwait's potable supply is desal) and electricity. With national power capacity ~21 GW and other desal facilities, reserves and backups should limit widespread outages, but expect localized shortages or rationing until contained/repaired. Officials haven't detailed damage yet—monitoring updates.

important escalation

"He who can destroy a thing has the real control of it" - Paul Atreides in Dune

Price increases since the start of the Iran war... Heating Oil: +77% European Natural Gas: +71% Brent Crude Oil: +58% WTI Crude Oil: +51% Urea: +48% Diesel: +44% Sulfur: +43% Gasoline: +42% Fertilizer: +29% Coal: +21% Palm Oil: +14% Iron Ore: +7% Rice: +7% US Natural Gas: +6%

interesting timing

BREAKING: U.S. officials & Wall Street analysts are now reportedly preparing for the possibility of $200 oil.

A Cuban visits a grocery store outside of Cuba for the first time “I have no words. I don’t understand… what do they do with so many things here?” Never take abundance for granted.