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Sizden bir ricam olabilir mi?! Filistin hakkında konuşmayı bırakmayın lütfen... Algoritmayı bozmak için nokta bırakın. 💔🇵🇸
Türkçe
Retro retweetledi
BREAKING:
The US says if Qatar and Saudi Arabia will not allow to strike Iran, it will strike Iran from Europe.
English
@TOzgokmen Usa no puede prohibir exportaciones, ya que las empresas petroleras están ganando como nunca antes, aparte que estás mismas empresas lo empapelarian a tal punto que en 24 horas tendría que revertir esa ley de prohibir vender en el extranjero XD
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US will have to ban gasoline exports in a month or so, when some places around the world will run into trouble.
Japan & EU look vulnerable into the Fall.
Kelly Eckhold@kellyenz
Here comes driving season. And the Iranians are still giving the finger to the US negotiators.
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@AmiSnugglebug Ya estoy cansado de profecías alarmistas, llevo años escuchando esas cosas 🤣🤣
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@GP_Geo_Politics Falso, ya estamos viendo que está pasando, unos como china o Pakistán salen libremente por Ormuz y los otros simplemente ya están empezando a aceptar el pago del peaje, lo acabamos de ver con qatar
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🚨 The market is betting on a US–Iran breakthrough.
Oil prices are falling, stocks are climbing, and traders are positioning for a possible deal that could reshape the Middle East energy landscape.
But there’s one problem:
Washington says no final agreement has been reached.
If talks collapse, the reaction could be brutal.
🇺🇸🇮🇷
English
@KarelMercx Vengo años escuchando estas proyecciones alarmistas, desde los 300 el barril de Rusia 2022 que nunca pasó y los 200 el barril si Ormuz se cerraba, que hasta donde vamos, ni cerca estuvo, en fin, no se porque la manía de querer asustar.
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Oil analysts think oil is going to $150 in the coming weeks.
Oil companies like $XOM think so too.
Karel Mercx@KarelMercx
I still believe the entire oil curve is going above $150. Oil deliverable today is $32.74 below its high. The more than 400 million barrels released by 32 countries are clearly doing their job. Oil deliverable in March 2027, see chart, is only $2.21 below its high. The market has started pricing in higher oil for longer, but this is nothing compared with what is coming in the next few weeks. Q3 is the strongest quarter for oil consumption, driven by summer travel, jet fuel, gasoline demand and higher electricity demand from air conditioners. At some point in the coming weeks, the market will realize that the world is heading for a 2-billion-barrel oil shortage in 2026. The only way to close that gap between oil supply and demand is demand destruction. And the only way to get demand destruction is through much higher oil prices.
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The fact that Qatar is paying Iran - and in return Iran allows Qatari LNG to pass through - has been clear to anyone paying attention.
But the fact that Trump authorized this payment system is a big disappointment.
דני זקן danny zaken@ZakenDanny91125
בלעדי:ארהב איפשר למיכליות נפט וגז נוזלי מקטאר לצאת מהורמוז, לאחר שאלה תיאמו (שילמו ל) עם משמרות המהפיכה. זאת בניגוד למדיניות האמריקנית לאפשר לאניות המשלמות לאיראן, לשבור את המצור. זה משתלב עם הסיפור שלנו מהשבוע שעבר על הכספים שקטאר העבירה לאיראן ומסייעת למשמרות לשרוד את האמברגו
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@isaacrrr7 Que alguien le diga que gracias a un pakistaní, no está pagando más de 1300 yenes un bento en el kitchen origin, si, vivo en Japón, que cierre el hocico, ese es el problema de creerse superior a otro
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@adamscochran No se, vivo en Japón y algo en ese gráfico no cuadra, si, en abril cayó drásticamente, fue cuando más se sintió Ormuz, pero después, el mercado ya está estabilizado, la mayoría compran del extranjero y lo faltante de las reservas.
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This is because at the request of the Treasury, Japan has been intervening in the oil market, in exchange for the US intervening in the Yen.
It’s also why Trump is desperate for a deal.
It risks putting both countries in an economic death spiral if they run out of wiggle room.
Rory Johnston@Rory_Johnston
Japanese crude oil inventory chart is one of the wildest through the Hormuz crisis thus far.
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@Investingcom Me huele más a que están ya descontando Ormuz, tal cual paso en Rusia 2022.
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*OIL PRICES PLUNGE 19% IN MAY, POST BIGGEST MONTHLY LOSS IN SIX YEARS AS MARKET COUNTS ON A U.S.-IRAN DEAL
$CL_F
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@Microinteracti1 Es un error muy serio, un crudo a ese precio destruye la demanda, no duraría ni una semana, en fin, su negocio es en petróleo, no? XD
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Exxon Says We’re Two Weeks From Petrol Armageddon
Right. So it turns out closing the world’s most important oil chokepoint has consequences. Who knew.
Exxon’s Senior VP Neil Chapman stood up at a Bernstein conference this week and said what everyone in the industry is thinking but politely avoiding at dinner parties: global oil inventories are approaching “truly unprecedented” lows. His words. And when a Senior VP at Exxon starts using phrases like “truly unprecedented,” you should probably pay attention.
The IEA has already called Iran’s Strait of Hormuz blockade the largest oil supply disruption in recorded history. Over a billion barrels lost since late February. A billion. That’s not a rounding error. That’s a civilisational inconvenience.
Chapman’s estimate: Brent crude hits $150 to $160 per barrel once stockpiles reach critical levels. Two to three weeks away. Wood Mackenzie, never a firm known for cheerful forecasts, went further and suggested $200 by year-end if the strait stays shut. With a global recession as a bonus prize.
So there we have it. The world spent decades building an energy system with a single point of failure, handed Iran the keys to it, and is now surprised that the keys are being used.
Genius, really.
open.substack.com/pub/gandalv/p/…
English
@MarioNawfal Acá solo hay una cosa clara, en si a trump le urge acabar con este empantanamiento, está cansado de la situación, el como, bueno, lo más probable es un ataque final de "liberación" de Ormuz, más allá de eso, es casi imposible
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🇺🇸🇮🇷 Trump announced a deal. Iran announced a different deal.
Same negotiation. Same day. Completely different terms.
Trump's version: Hormuz opens for free, Iran's nuclear materials get destroyed, blockade lifts now.
Iran's version: $12 billion released immediately before anything moves, Lebanon ceasefire on Hezbollah's terms, and nobody agreed to free passage or uranium destruction.
One of them is describing a deal that doesn't exist yet. Maybe both are.
The Situation Room is still meeting. Iran hasn't signed. And the world just watched two sides announce two completely different agreements simultaneously.
This is either the messiest closing of a historic deal... or there is no deal.
Source: Fars News
Mario Nawfal@MarioNawfal
🇺🇸🇮🇷 Iran just published a point-by-point rebuttal of Trump's Truth Social post Their version of the deal: no clause requiring Hormuz to be toll-free, no uranium destruction, and two things Trump didn't mention at all. $12 billion in frozen assets released immediately before anything else moves, and a ceasefire in Lebanon as a precondition. So Trump announced a deal where Iran gives up its nuclear program and opens Hormuz for free. Iran announced a deal where the US pays $12 billion upfront and stops the Lebanon war first. These are not the same deal. Someone is lying, someone is spinning, or there are two completely different documents floating around the same negotiation. The Situation Room is still meeting. Source: Fars News
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@streetwize @SecWar Entonces eso me empuja a una conclusión, se burló burdamente de Japón? 🤔🤔
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@BrettErickson28 La próxima guerra va a ser justo en esa zona, Ormuz, olvidense de algún bombardeo en isfahan o una de estas ciudades, el golpe va a ser contra ormuz
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New: US Military confirms that the U.S. blockade, in direct contrast to President Trump’s statement earlier today, remains ACTIVE.
It was rumored that the removal of the U.S. blockade was the first step towards the eventual MOU, but it seems as though there is not intention from the United States at this time to stand down.
The dueling blockades continue.
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Retro retweetledi
Has Nukes
🇮🇷 No(0)
🇮🇱 Yes (200-500)
Signed The Nuclear Non Proliferation Treaty
🇮🇷 Yes
🇮🇱 No
Broke The Atmospheric Test Ban Treaty
🇮🇷 No
🇮🇱 Yes
Allows IAEA Inspections
🇮🇷 Yes
🇮🇱 No
Has engaged in nuclear blackmail against the US
🇮🇷 No
🇮🇱 Yes
English
Retro retweetledi
The US has given Israel over $317,900,000,000 in foreign aid.
What has Israel given to America?
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@DavidVance El problema está en que no se preparó bien la operación, el derrocamiento de los ayatola debe ser quirúrgico, no bombardear a lo loco, como han venido haciendo, en fin, al parecer el ejercito de usa es más fuerza que inteligencia XD
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The United States military is the most powerful military in the world. I have no doubt it could have defeated the Iranian regime. The problem lies with the political will in Washington to do the unspeakable and bring about regime change. #JavidShah
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@MarioNawfal Lo de adnoc ya sabemos, no es novedad, lo de Exxon es pura especulación, el precio así destruye la demanda, y si llegase a pasar solo unos cuantos pueden llegar a pagar ese precio.
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🇺🇸 Chevron's CEO said June and July will be worse.
Exxon is projecting $150-$160 oil within 2-3 weeks.
ADNOC says the Strait of Hormuz won't fully recover until 2027.
And markets haven't reacted yet.
Either traders know something 3 oil CEOs don't, or the real shock hasn't hit yet because the physical market is still catching up to the fundamentals.
The buffers are gone. The spare capacity is gone. The next supply disruption doesn't get absorbed anymore… It goes straight to your gas tank.
Source: Bloomberg, @jackprandelli
Mario Nawfal@MarioNawfal
🇺🇸 Dow, S&P 500 & Nasdaq ALL hit brand new RECORD HIGHS today as Trump reshapes the Middle East Oil down hard + S&P on a insane 9-week winning streak
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