The filter is revolting!
Jessica Hadwin@jessicahadwin
Just another lovey date night in the desert #nofilter
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CDR
7.3K posts
CDR
@seeriley
Husband, Dad, Sask born, Energy Enthusiast, Flames, Mets, Cowboys & Go Riders Views are my own, worth exactly what you paid for them😎
Calgary, Alberta Katılım Nisan 2012
2K Takip Edilen657 Takipçiler
CDR retweetledi
Oh... my God.
My first tweet to be stolen by the President of the United States 😅
Rory Johnston@Rory_Johnston
Very cool seeing the wave of empty tankers heading to the US to pick up some desperately needed crude for Hormuz-starved markets. All the tankers on the map below are empty VLCCs (~2 million barrel capacity each) currently heading for the US Gulf Coast.
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CDR retweetledi
Energy Aspects just now on CNBC: Middle Eastern offline production is now a staggering 13MM Bbl/d!!! My best case is 2-3 months to allow production to begin to be returned = over 1BN Bbls of lost cumulative production. That is an unbelievably high number. This is NOT over!
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CDR retweetledi
🚨 NEW POST 🚨
The Billion Barrel Cost of a Longer Iran War
The total volume of unproduced Gulf barrels is set to rise above one billion barrels over full shock duration; lost production in April alone will absorb nearly the entire IEA-coordinated SPR release.
Link below.
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I just can't wrap my head around your logic. So 100 of the 2,000 gas stations in Sydney have no fuel, so instead of going to another gas station, people are just going to go buy an EV? Australia has 30 days of gasoline reserves, it'll be difficult, but it'll be fine.
And you think that at one point the fuel supply won't be replenished? No doubt the Strait closure is bad, but your assessment of how people will react to it is genuinely ludicrous. Will there certainly be some sort of push to continue/accelerate electrification -- yes, that happened in Pakistan after 2022, and I support that.
But your implication that gasoline demand will fall globally by 50% is just so trite and dumb. It's the same crisis that has companies focused on a diversified supply of liquid fuels. Your biased take does nobody any good.
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Now replace "Alto high speed rail" with "a new pipeline"
Stephano🍁Barberis@HelloStephano
Alto highspeed rail will boost Canada’s GDP by a whopping $35 billion. In indirect economic terms, it will pay for itself in two and a half years. It will also boost the economy, hire thousands, clean the environment, and make life better, more convenient and more affordable.
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CDR retweetledi
The oil shock has yet to arrive in the west.
Blue line = Global Oil in Transit (left axis, Drops from 1.7B barrels to 1.4): This tracks the total volume of crude physically sailing on tankers globally.
It rose steadily through 2025, then in March 2026, there is a cliff-edge collapse of roughly ~300 mb, as empty tankers cannot be reloaded.
Red line = OECD Europe + Americas Commercial Crude (right axis, 0.95B barrels): This tracks commercial crude inventories held by Western buyers. Despite the tanker collapse, this line has barely moved — when it finally does, the physical shock will have arrived.
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CDR retweetledi
Sportsnet reporting Rasmus Andersson took the entire #Flames team out for dinner last night. #VegasBorn
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If this continues for "a few more weeks" (until the first week of May), the world will have officially lost ~1bn bbls of total liquids production this year, including NGLs, attributable refinery gains (a big one that's under-counted!), condensates, and crude production.
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CDR retweetledi
CDR retweetledi
CDR retweetledi
I’ve been describing the supply loss from the closure of the Strait of Hormuz as an “air pocket” moving through the normal flow of oil out of the Gulf
Helpful map from JPM highlighting when that air pocket will “land” in different major consuming regions:
- East Africa last week
- East Asia this week
- Europe next week
- North America two more weeks
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CDR retweetledi
CDR retweetledi
🛢️165 years of oil price history in one chart
Every spike on this chart has a name:
1864 — Civil War
1973 — Arab Oil Embargo
1979 — Iranian Revolution
1990 — Gulf War
2008 — Financial Crisis
2026 — We are here 🔴
Goldman's chart shows the price response is STILL smaller than 1980 and 2003.
Meaning either the market is right and this ends fast.
Or the market is wrong and we haven't seen the real spike yet.
Every Single Previous Spike Eventually resolved.
But not before causing a recession first
Which side of history are you positioned for?
💡 Subscribe to my newsletter ☑️Link in my profile
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CDR retweetledi
The Houthi's closing Bab al-Mandab would be bad, but it's... not really that bad compared to the Strait of Hormuz being closed. Here we are today; 300mmbbls are missing from YTD energy balances.
If the Strait opens tomorrow by the end of the year we're still going to be missing 700mmbbls (400mmbbls lost during ramp time).
Right now ~11mmbbls/d of total liquids are physically shut-in (i.e. not producing, not to be confused with export math), so another week is 80mmbbls more missing. 4 weeks of “negotiating time” and another 320mmbbls go missing.
Houthi's don't really change that. What they do change is the time for shipping routes to normalize. Ships will just sail north and around Africa unless they start targeting ships in the Red Sea and block Yanbu (which would be bad).
Market Radar@themarketradar
The next risk nobody is paying attention to
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CDR retweetledi
Saudi vs. US oil supply costs
@ShaleTier7 explains the energy situation for tech people: a16z.news/p/the-energy-s…
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CDR retweetledi
Slow trickle of ships in and out of the Strait of Hormuz
@ShaleTier7 explains the energy situation for tech people: a16z.news/p/the-energy-s…
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CDR retweetledi
Plastics shoot up a month after Iran kicks off
@ShaleTier7 explains the energy situation for tech people: a16z.news/p/the-energy-s…
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