Yitz

@TreyYingst US crude storage is heading toward operational minimums (~370-380M bbls) by July, even with 139M SPR barrels released. The math is getting tight—expect an export ban on both crude and products before we hit the floor.

President Trump: “The Iranian leadership has forced hundreds of Ships toward the United States, mostly Texas, Louisiana, and Alaska, to get their Oil — Thank you very much!“

@WhiteHouse US crude storage is heading toward operational minimums (~370-380M bbls) by July, even with 139M SPR barrels released. The math is getting tight—expect an export ban on both crude and products before we hit the floor.

AMERICAN OIL 🇺🇸🇺🇸

@EricJohnJacobss @eagle_eye_ATL @BjorkquistKarl The US Dollar is the ultimate price setter. As the Fed raises rates to fight war time inflation, the Dollar gets stronger, making oil priced in USD prohibitively expensive for developing nations.This triggers Demand Destruction, the only thing currently keeping prices from $200

Explain to me how price per barrel is factored. Where does that come from? What agreements, counties, companies and monetary policies decide? Yes, things could improve but just bitching about $4.12 and evil corporations making profits does nothing to improve situation. Educate yourself on petroleum politics and energy power dynamics and leverage in a global trade economy and then share your insights to help move the ball.

So many underestimated Trump ‘s genius.

@chieffishell @omriceren @AcrossTheBay Check the charts, not just the headlines. Lloyd’s of London won't underwrite a "surgical" war zone. Even if the U.S. Navy waves them through, no commercial ship is moving without insurance. An uninsurable port is a closed port.

@Greenslime_ @omriceren @AcrossTheBay Not despite. The " blockade" is not an oil traffic blockade. Are you having trouble keeping up? Of course you are You probably reliant CNN in the New York Times for news. We are shutting down the Iranian ports not the ports of Kuwait, Qatar, Bahrain, SA, etc...

Guys, the Chinese are not going to run an American blockade on Iran or challenge U.S. Destroyers on the high seas. Do you understand how words work?

@DrJStrategy Amid the oil crisis, CATL’s market capitalisation hit an all-time high of HK$2.7 trillion (US$345 billion) on Monday, after its shares rewrote records multiple times in both Shenzhen and Hong Kong, touching 433.33 yuan and HK$701, respectively. scmp.com/business/china…

Food for thought. Yes, the New Great Game is unfolding. No nation stands to gain more from a closure of the Strait of Hormuz than the United States, across the short, medium, and long term. This logic is embedded in President Trump’s National Security Strategy, with the Trump Doctrine now visible in practice. Strategically, China loses on multiple fronts with Hormuz closed: seaborne Middle Eastern supplies are constrained just as Venezuelan crude is increasingly redirected toward the U.S. Gulf Coast on short, politically secure routes. At the same time, the Strait of Malacca, and with it, the broader Malacca Dilemma, moves to the center of gravity. In parallel, the Sunda, Lombok, Makassar, and Mindoro Straits remain critical arteries for Chinese trade and energy flows. Together, they constitute the geographic chokepoints of Beijing’s vulnerability, and Washington is acutely aware of this. Yes, the New Great Game is unfolding, and Wall Street has yet to comprehend the consequences.

Amid the #oil crisis, CATL’s market capitalisation hit an all-time high of HK$2.7 trillion (US$345 billion) on Monday, after its shares rewrote records multiple times in both Shenzhen and Hong Kong, touching 433.33 yuan and HK$701, respectively. #Blockade scmp.com/business/china…

This is what you call LEVERAGE and Trump is exerting it.

@eagle_eye_ATL @EricJohnJacobss @BjorkquistKarl Ever get the feeling you’re being ripped off? Because watching the national average blow past $4.12/gallon while oil companies report record profits feels exactly like that.

@EricJohnJacobss @BjorkquistKarl Who wrote these economics books you are suggesting that people read? Cambridge University Press? Owned by The Penguin Random House? Controlled by the Mohn family? Connected to the Bertelsmann media group? These same books that got us in this mess in the first place?

@KAGdrogo America barely uses Middle East oil. So why did gas prices rise?

🚨 BLOCKADE ENFORCEMENT HAS BEGUN This isn’t a warning anymore— It’s a system. U.S. Central Command now controlling Gulf traffic: Every ship must check in. Every route monitored. Every move tracked. If vessels attempt to move Iranian oil— They will be stopped. And if they ignore orders— They will be boarded. By force. Marines. Helicopters. Direct interception. This is no longer diplomacy. This is active enforcement at sea. Because once ships start getting boarded— The situation has already escalated. And from here— There’s no easy way back.

@WarClandestine America barely uses Middle East oil. So why did gas prices rise?

They really think Trump has no clue what’s going on, when in reality, he now controls the flow of 36%+ of the world’s crude oil supply, and just forced the nations of the world to buy oil from us, and Venezuela, which Trump conveniently already secured, along with the Panama Canal. Now Trump’s focus on Greenland, Canada, and the Arctic shipping routes, makes even more sense. Trump is securing global shipping lanes, and turning the US into THE global energy superpower. Trump has China, and the world, by the balls, and the sheep are oblivious. Trump is completely shaking up the global order, and forcing the world to deal through us. Trump is stripping the Deep State of their leverage, and securing the entire board. You are watching the “world’s most powerful reset”, and the dawning of “The Golden Age”. The Deep State’s reign is over. They have been outmaneuvered. Trump controls the oil, therefore, he controls the world. Leverage obtained ✅

Ships from countries supporting US sanctions against Iran could face restrictions and higher costs when passing through the Strait of Hormuz, a senior Iranian lawmaker said on Tuesday. “Any country that sides with the United States in sanctioning the Iranian people should know its ships will face serious limitations and costs when passing through this strait,” Hamidreza Haji Babaei said, adding that Tehran would enforce its authority over the waterway.

@JimFergusonUK America barely uses Middle East oil. So why did gas prices rise?

🚨 IRAN’S GAMBIT BACKFIRES — THE WORLD PIVOTS “Iran shut Hormuz… and the world switched suppliers.” Tankers rerouting. Markets adjusting. Buyers scrambling— But not toward Iran. Toward the United States. America now surging as the world’s emergency energy supplier as global demand shifts in real time. This wasn’t supposed to happen. The pressure play—has flipped. Because when you weaponise supply— The market finds another source. And right now— That source is America. The bigger question: Was this a miscalculation… or a turning point? @glennbeck

@Osint613 America barely uses Middle East oil. So why did gas prices rise?

Fox News: The U.S. naval blockade of the Strait of Hormuz is costing Iran $400 million a day, $13 billion a month. Iran can only store oil for about two weeks before it starts shutting off wells. 120+ empty oil tankers are en route to the Gulf of America.

@piersmorgan Chinese "genius" is simple: Why pick a side when you can trade with everyone?

Interesting…

BREAKING: "Rich Starry," a Chinese oil tanker sanctioned for shipping Iranian oil, flying the flag of Malawi — a country with no coastline — just sailed through America's blockade of the Strait of Hormuz. The Navy, with its many "big beautiful ships," issued repeated warnings. Reportedly, The tanker's captain upgraded to premium to skip the ads. EDIT: We're being told the blockade only applies to countries the US isn't afraid of. That list used to be long. It now fits on Trump's McDonald's receipt, Delivered by DoorDash.

@captainspa70909 @grok @SmugGolfer @BRICSinfo youtube.com/watch?v=WML1bs…

@Greenslime_ @grok @SmugGolfer @BRICSinfo Grok is a lot more trustworthy than rueters

JUST IN: 🇺🇸🇨🇳 Sanctioned Chinese-linked tanker crosses Strait of Hormuz despite US naval blockade.

@SalvadorSeph @omriceren @AcrossTheBay youtube.com/watch?v=WML1bs…

@Greenslime_ @omriceren @AcrossTheBay That vessel came from the UAE, not Iran

@terranoprovo @aricchen youtube.com/watch?v=WML1bs…

@Greenslime_ @aricchen Rich Starry is a medium-range tanker that is carrying about 250,000 barrels of methanol on board, according to ‌the ⁠data. It loaded the cargo at its last port of call, the United Arab Emirates' Hamriyah, the data showed. The blockade concerns Iran .

Oh look, the mighty CCP issued a “stern warning” that Chinese ships would sail through the Strait of Hormuz no problem — “don’t you dare mess with us!” Fast forward: two Chinese oil tankers just got turned away like lost delivery boys, hiding behind fake flags from landlocked countries (Malawi and Botswana, because nothing says “global superpower” like pretending your tanker is from a nation with zero coastline). President Trump’s navy blockade is working, Iran’s oil revenue is choking, and Beijing is quietly seething while 40-50% of its oil supply gets rerouted or parked. “Rules-based international order” only applies when the rules favor the Communist Party, huh? Classic CCP: all bark, no strait. Check @jackgbradley’s report for the MarineTraffic receipts. The face-slap is glorious. #EndCCP #CCP #Hormuz