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BrownfieldFund
220 posts
@coiledspringcap I am adding to time spreads. Flat price is for tourists.
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@life4funalways my guess is you are not short. My condolences.
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Oil down $14. Yes we are the only research in the world calling for a top in oil this week.
It’s in writing.
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@OilHeadlineNews So when you chant “death to America” that is no enmity?
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Iran’s President Pezeshkian, in a letter to the American people, says Iran harbors no enmity toward ordinary Americans, calls portraying Iran as a threat “inconsistent with history and current facts,” and warns attacks on Iran’s infrastructure would have consequences beyond its borders. @FaytuksNetwork
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@FirstSquawk So when you chant “death to America” that is no hostility ?
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IRAN PRESIDENT PEZESHKIAN: IRAN HOLDS NO HOSTILITY TOWARD ORDINARY AMERICANS – PRESS TV
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@faststocknewss So when you chant “death to America” that is no enmity?
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Iran's President Pezeshkian in letter to the American people, per Press TV:
"Iran harbors no enmity toward ordinary Americans."
"Portraying Iran as a threat is neither consistent with historical reality nor with present-day observable facts."
"Attacking Iran's vital infrastructure targets the Iranian people and such actions carry consequences that extend far beyond Iran's borders."
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@Amena__Bakr And it’s gone! Back up again. Reminder the problem is not gone. Look at HO spreads and Brent time spreads. Flat price is for tourists. It will readjust higher
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@maush_15 @FirstSquawk By the same token, why are we involved in Ukraine. Let’s get out of there and let Europeans deal with it
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Trump on Truth social
All of those countries that can’t get jet fuel because of the Strait of Hormuz, like the United Kingdom, which refused to get involved in the decapitation of Iran, I have a suggestion for you: Number 1, buy from the U.S., we have plenty, and Number 2, build up some delayed courage, go to the Strait, and just TAKE IT. You’ll have to start learning how to fight for yourself, the U.S.A. won’t be there to help you anymore, just like you weren’t there for us. Iran has been, essentially, decimated. The hard part is done. Go get your own oil! President DJT
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@UnintendedCons5 would be the worst outcome to leave now. Iran will claim they won and they will be more empowered by controlling and charging fees for any ship crossing the SoH. Crude will be higher for longer
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Le Grand TACO is in a panic.
So Iran just leaves the SOH closed with no military pressure until the world implodes and Trump caves.
The fear inside the Trump admin is palpable
#oott
OSINTdefender@sentdefender
According to the Wall Street Journal, citing officials with knowledge on the matter, U.S. President Donald J. Trump has told aides that he is willing to conclude operations against Iran even if it means leaving the Strait of Hormuz in a deadlock. Per the report, the administration assesses that operations to forcibly reopen the strait will likely extend the conflict past the previously established 4-5 weeks and that reaching the goals of severely degrading Iranian conventional military capabilities may be the the route to go. Additionally, according to the report, other military options on the table, including ground operations, are not President Trump’s priorities right now.
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@StealthQE4 Amazing that still some algos and professional traders still believe potus. It would be the worst outcome to leave now. Iran will claim they won’t and they will be more empowered by controlling and charging fees for any ship crossing the SoH. Buy any dips in crude oil
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Major 🌮 Surprise! Not.
What the heck does this do to oil prices? 🤦♂️
The Spectator Index@spectatorindex
BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.
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@PauloMacro Who believes that he is going to leave now. That would be the worst outcome. Iran will be stronger and will control SoH maybe even charging tolls.
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Invasion over the 3day weekend it is then...
Trump Tells Aides He's Willing to End War Without Reopening Hormuz -- WSJ
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@spectatorindex Suuure. He thinks people will fall for this. That would mean failure of military operations. It would mean Iran won and they will be stronger on the region for it
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BREAKING: Trump has told aides he is willing to 'end the U.S. military campaign against Iran even if the Strait of Hormuz remains largely closed', according to Wall Street Journal report.
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@carlquintanilla You are so woke. You cannot visualize even one positive thing from this administration
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@OilHeadlineNews @crudeoilreport Haha 😆 yeah it says 1. they want to charge toll for the SoH. 2. they want to keep their nuclear ☢️ capacity 3. They want reparations for the bombings for $ 30trillion
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IRAN WILL DELIVER THEIR COUNTER PROPOSAL TODAY TO THE UNITED STATES VIA TWO DIFFERENT INTERMEDIARIES - CBS
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@zerohedge Nobody believes anymore! The market is learning to disregard his comments to bring crude oil down.
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@UnintendedCons5 The SoH closed for at least 10 more days. Meanwhile tanks are filling up fast in the region and more production cuts that will never be recovered. Just keep on buying in these dips. Orders always $5 below the market to capture the algos not thinking
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The market thinks this is bearish. Its actually more time and less pressure for Iran. SOH is farther from open than ever
zerohedge@zerohedge
Trump Delays Iran Attack Deadline By Another Ten Days zerohedge.com/geopolitical/t…
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CTAs and algos making my year in crude oil trading!!! Thank you algos #oott
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@zerohedge @dlacalle_IA Is the SoH open? Or is the games total, trafigura, Vitol and gunvor play very month?
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Asian oil prices (Dubai, Oman) in total freefall and about to catch down to Brent, as market slowly figuring out that flows to China, India, Japan normalizing. Iran Hormuz leverage fading
zerohedge@zerohedge
Market figured out oil transits to Asia (China, India, Japan) are starting to flow
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🚢 Strait of Hormuz Vessel Traffic (Daily Transits)
🟢 Feb 26 → 132 vessels
🟢 Feb 27 → 128 vessels
🟡 Feb 28 → 98 vessels
🟠 Mar 01 → 18 vessels
🟠 Mar 02 → 7 vessels
🔴 Mar 03 → 2 vessels
🔴 Mar 04 → 2 vessels
🔴 Mar 05 → 1 vessel
🔴 Mar 06 → 0 vessels
🔴 Mar 07 → 1 vessel
🔴 Mar 08 → 2 vessels
🔴 Mar 09 → 1 vessel
🔴 Mar 10 → 2 vessels
🔴 Mar 11 → 1 vessel
🔴 Mar 12 → 0 vessels
🔴 Mar 13 → 3 vessels
🔴 Mar 14 → 1 vessel
🔴 Mar 15 → 0 vessels
🔴 Mar 16 → 1 vessel
🔴 Mar 17 → 2 vessels
🔴 Mar 18 → 1 vessel
🔴 Mar 19 → 0 vessels
🔴 Mar 20 → 1 vessel
🔴 Mar 21 → 2 vessels
🔴 Mar 22 → 3 vessels
🔴 Mar 23 → 5 vessels
🔴 Mar 24 → 6 vessels
Source: Windward Maritime Intelligence, Lloyd’s List, PIB India, regional briefings
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