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@SanctionsAml @robin_j_brooks x.com/prettyblaque7/…

@SanctionsAml @robin_j_brooks My Holdings.！！ 👇

US blockade of Iran is back Oil prices should rise to between $80-90 Where they should have stayed in recent weeks Iran is in the process of massively overplaying its hand Iran will end up blockaded as other vessels go free @robin_j_brooks robinjbrooks.substack.com/p/how-much-wil… #OOTT

@TankerTrackers x.com/prettyblaque7/…

@TankerTrackers My Holdings.！！ 👇

It has only been twenty-six days since the United States and Iran electronically signed the sixty-day Islamabad Memorandum. During that time (and even in the days leading up to it), more than 80 million barrels of Iranian crude oil and refined products (currently worth >$6 billion) have been shipped out of the region. Now that the US Navy blockade is being reinstated more than a month ahead of schedule, it appears that around 30 million barrels of Iranian crude oil have yet to depart. However, there are also more than 60 million barrels of floating storage capacity available within the blockade perimeter should Iran be forced to scale back its oil production. #OOTT #IranWar #Tankers

@robin_j_brooks x.com/prettyblaque7/…

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Iran gained valuable breathing space since the US lifted the blockade a month ago, but there's ways to zero out that breathing space and make this iteration of the blockade harsher than the first. I wrote about how to do that in this post from last week... robinjbrooks.substack.com/p/how-to-reins…

@728marines x.com/prettyblaque7/…

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> アメリカのイラン封鎖が復活した。これは本質的に良いことだ。原油価格は80～90ドルに上昇するはずで、最近の数週間ずっとその水準に留まるべきだった。イランは手札を大げさに振りかざしすぎている最中だ。他の船舶が自由に行き来する中、イランは結局封鎖されてしまうだろう。 robinjbrooks.substack.com/p/how-much-wil…

@onlypapermoon My Holdings.！！ 👇

#ホルムズ海峡　#米国株

@SanctionsAml @robin_j_brooks x.com/prettyblaque7/…

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@TankerTrackers x.com/prettyblaque7/…

@TankerTrackers My Holdings 👇

@robin_j_brooks x.com/prettyblaque7/…

@robin_j_brooks My Holdings 👇

@728marines x.com/prettyblaque7/…

@728marines My Holdings 👇

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Random city lane snap – morning light hit the graffiti and made the old brick glow. Small, perfect unplanned moment.