James Stuart รีทวีตแล้ว
During April 2026, Kuwait exported zero barrels of crude oil for the first time since the Gulf War I
#MacroEdge
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James Stuart
3.8K posts
James Stuart
@JamesJstuartb
None of my posts are investment advice. Nothing posted should be taken seriously. Focus is on REITS, Banks, Pipes, rails. Delete tweets often.
เข้าร่วม Nisan 2015
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James Stuart รีทวีตแล้ว
Ex-CIA agent John Kiriakou on Trump’s FAILURE in Iran:
“You can’t bomb civilian infrastructure… we do, but it’s a war crime... it hasn't led to the collapse of the govt. When are we going to [realize] that what we're doing isn't working?"
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James Stuart รีทวีตแล้ว
Beyond its mines, speedboats and array of anti-ship missiles, the "real" means of maritime disruption in Iran's possession is an arsenal of advanced marine drones. Informed Iranian sources privately say the mines are old technology in comparison.
This is to say nothing about the possibility of both Hormuz and Bab El-Mandeb being shut down.
Underestimating Iranian capabilities is what got Trump into this mess. Repeating that behavior would be another mistake.
PS. The world's largest militaries, including the US and Russia, reportedly have military dolphins.
Kaitlan Collins@kaitlancollins
"To give you a sign of the desperate measures [Iran is] contemplating, the Wall Street Journal reported today that they're contemplating suicide dolphins, you know, dolphins equipped with mines to try to go after U.S. ships," @ksadjadpour says. "That's not a that's not a measure which projects real strength."
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James Stuart รีทวีตแล้ว
The OPEC+ 7 (OPEC+ 8 sans the UAE) continuing on its modestly accelerated production policy normalization path.
Of course, virtually all of this quota boost is on the wrong side of Hormuz so won’t functionally matter until this all ends.
*Walter Bloomberg@DeItaone
SEVEN OPEC+ COUNTRIES HAVE AGREEMENT IN PRINCIPLE TO RAISE OIL OUTPUT QUOTAS FOR JUNE BY ABOUT 188,000 BPD, TWO SOURCES SAY
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James Stuart รีทวีตแล้ว
It is truly remarkable how many people still don’t understand that Iran has long range precision munitions. They are so used to a world where only the U.S. and co have them.
Jack Prandelli@jackprandelli
What if Iran keeps Hormuz closed forever? The UAE just made that scenario survivable. Fujairah Port sits on the Arabian Sea completely outside Iran's reach. It's home to the world's largest energy storage facility, connected to Abu Dhabi's fields via a pipeline that bypasses the Strait entirely. The vision is bigger than just the UAE: Kuwait could dock its 3 mb/d at Jebel Ali and pipe it to Fujairah. Iraq could do the same for its 4 mb/d. Qatar could repurpose the Dolphin Pipeline to export LNG through the same corridor. ⚠️But there's a critical constraint the Fujairah pipeline has a capacity of 1.5 mb/d. The UAE alone produces nearly 4 mb/d at capacity. Add Kuwait, Iraq, and Qatar flows and you're talking about routing 10+ mb/d through infrastructure built for 1.5. The vision is strategically correct but the pipeline capacity isn't there yet. The right answer needs years and serious capital before it can carry the load the region needs. The UAE left OPEC. Now it needs to build the infrastructure. If you want to know ADNOC roadmap after their quit OPEC read my latest article, link in below comments👇
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James Stuart รีทวีตแล้ว
The inflation and hiking cycle broke the market not the supply shock itself.
Tarric Brooker aka Avid Commentator 🇦🇺@AvidCommentator
The big stock market crash following the 1973 oil crisis did not come during the embargo, but in the 6 months after the embargo was lifted. Chart: Bloomberg
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James Stuart รีทวีตแล้ว
It is my belief that Trump realizes this blockade and economic warfare campaign comically overpromised and underdelivered, and now is likely to resort back to military strikes.
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James Stuart รีทวีตแล้ว
The spineless mess of Republican Congressional cowards leads to this.
They hope that leaving the President unchecked, he will stop.
Instead he feels emboldened and does more insane shit.
There are few things as shameful in American history as this set of Republicans in Congress.
And their inaction will be a shame they will carry for generations.
*Walter Bloomberg@DeItaone
TRUMP SAYS US WILL BE TAKING OVER CUBA "ALMOST IMMEDIATELY"
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James Stuart รีทวีตแล้ว
What could possibly go wrong
Kevin C. Smith, CFA@crescatkevin
Free cash flow race to the bottom.
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James Stuart รีทวีตแล้ว
LNG Canada exports hit 1 million metric tons for first time in single month dlvr.it/TSKbdM
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James Stuart รีทวีตแล้ว
This report by WSJ has a gaffe:
Iran’s Leader Seyyid Mujtaba Khamenei has banned any discussions about Iran’s nuclear issue with Trump’s regime.
FOR NOW, Tehran has no intention to discuss that matter.
Missile program has been/will be RED LINE from day 1 to the doomsday.
laurence norman@laurnorman
Iran offers new 14-point proposal to break diplomatic deadlock with Washington which hints at some compromise. Tehran eyes possibility of new talks early next week. Our latest. wsj.com/world/middle-e…
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James Stuart รีทวีตแล้ว
James Stuart รีทวีตแล้ว
IRAN'S REZAEI: US SEC. OF WAR LACKS GEOGRAPHY OF HORMUZ - MEHR
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James Stuart รีทวีตแล้ว
Hostilities ended but Hormuz is still blocked.
If this was bullish S&P they would have said this in the AM
R A W S A L E R T S@rawsalerts
🚨#BREAKING: The White House has informed Congress that hostilities with Iran have officially ended, following a ceasefire that halted active combat operations.
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Strait not opening guys. The whole oil futures curve needs to reprice #higherforlonger
محسن رضایی@ir_rezaee
وزیر جنگ بیتجربه و بیسواد آمریکا اگر درسش را خوب میخواند، جغرافیا بلد بود و از ایران و پیچیدگیهای تنگههرمز و خلیجفارس اطلاعات کافی داشت،امروز ارتش آمریکا را در باتلاقی که نه راهپیش دارد و نه راهپس،گرفتار نمیکرد. درسهای زیادی را در خلیج فارس و دریای عمان یاد خواهند گرفت.
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James Stuart รีทวีตแล้ว
James Stuart รีทวีตแล้ว
NEW: There's been a lot of talk about "division" in Iran amid the confrontation with Israel/the US. Nobody is denying the seismic effects of the war, including impacts of the removal of Ali Khamenei.
But shifts in power dynamics in Tehran actually point to more unity than prior to the war, with fringe radicals isolated from every direction. Case in point: even hardliner bastions like Kayhan have effectively joined forces with pro-reform voices to call out radicals. This would be unheard of under Ali Khamenei.
The Reformist newspaper Etemad could barely contain its astonishment, writing, "Who would have thought that one day, in the middle of Iran's most important negotiations with America, Kayhan would publish words criticizing extremist behavior?"
But while the war has had an overall unifying effect, that doesn't mean real underlying divisions are hiding behind the surface. As academic and parliamentary researcher Arash Ajorloo succinctly put it: "The start of the external ceasefire was, unfortunately, the end of the internal ceasefire. Let us return to the internal ceasefire."
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