James Stuart
3.8K posts
@JamesJstuartb
None of my posts are investment advice. Nothing posted should be taken seriously. Focus is on REITS, Banks, Pipes, rails. Delete tweets often.
Discussions between US and Iran have made major progress - Al Hadath citing Pakistani media.
This laden VLCC took the “Uncle George route.”
IRAN'S FOREIGN MINISTRY: THE NUCLEAR-RELATED ISSUES BEING RAISED PERTAIN TO PAST NEGOTIATION RECORDS AND BEAR NO CONNECTION TO THE CURRENT PLAN.
علمتني الحياة أن المسؤولية أمانة .. والمسؤول الذي يكون همه نجاحه الشخصي فقط ليس أميناً .. المسؤول الذي لا يحرص على نجاح بقية المسؤولين في الوطن ليس أميناً .. الأنانية في النجاح في العمل العام .. هي خيانة للأمانة .. لأن الوطن لا يتجزأ .. المسؤولية هي أن تحمل هم الوطن .. كل الوطن .. حتى لا تكون همّ عليه..
"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."
SEVEN OPEC+ COUNTRIES HAVE AGREEMENT IN PRINCIPLE TO RAISE OIL OUTPUT QUOTAS FOR JUNE BY ABOUT 188,000 BPD, TWO SOURCES SAY
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👇
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
TRUMP SAYS US WILL BE TAKING OVER CUBA "ALMOST IMMEDIATELY"
Free cash flow race to the bottom.
