TheAnalyst
30.2K posts
TheAnalyst
@InDepthAnalysi5
All my tweets are my own thesis. NFA. Always DYOR. TG: https://t.co/zTluZAMGHJ
Good call yesterday with @Keir_Starmer. We discussed the situation in the Middle East and the Strait of Hormuz. Iran’s actions are putting global economic stability at risk. We will work with our partners to ensure freedom of navigation can resume as soon as possible. We also discussed the upcoming EU-UK Summit. A key moment to deliver on last year’s commitments and further strengthen our partnership.
🇮🇷 Tehran sees the Strait of Hormuz and its energy flows as critical leverage Iran can use after the war to extract concessions and secure its strategic goals. Senior officials, including the head of parliament’s National Security Commission, the deputy speaker, IRGC-linked media outlets, and researchers close to security institutions, have repeatedly stressed that controlling the strait will “ensure” the regime’s survival both now and in the future. Though many of these voices are not top decision makers, their statements reflect a broad strategic consensus inside Tehran. Even as the war continues, Iran has kept up attacks on shipping. On March 31 an Iranian missile struck an oil tanker in Qatari waters. The IDF has carried out 10,000 strikes on 4,000 targets across Iran, killing around 2,000 regime commanders and personnel. Source: @TheStudyofWar
🚨🇺🇸 Someone stole 12 tonnes of KitKats. Nestlé issued an official statement clarifying this is not a stunt or an April Fool's joke. They now built a Stolen KitKat Tracker. The world is at war. The global economy is breaking. And somewhere out there is a person sitting next to 12 tonnes of KitKats trying to explain themselves. Have a break indeed. @KITKAT
The Kit Kat heist hilarity continues!! It seems what we all need now right is a bit of fun and X is delivering like no other social media site. This is what we all love about this place. Without further ado, here is part 3! Scroll for more. My new favorite side dish! 1/
🇮🇷 In the entire month of March 2026, only 84 tankers have left the Middle East through the Strait of Hormuz. That’s less than 3 tankers per day. In normal times, the Strait of Hormuz sees: ~100 to 138 commercial vessels per day (total traffic, including tankers, LNG carriers, and other cargo ships). Of those, roughly 50–60 oil and product tankers pass through daily on average. 20% of the world’s oil supply is supposed to flow through there, so when it drops to almost nothing, the shock ripples everywhere. The blockade is working, and the world is feeling it. Source: @TankerTrackers
🇺🇸🇮🇷 Why is the U.S. having a hard time protecting the Strait of Hormuz? It comes down to geography and scale. The strait is only about 21 miles wide, with just two narrow shipping lanes, yet nearly 20% of the world’s oil passes through it daily. Even small disruptions can hit the global economy fast. Iran has spent years preparing for this, using fast boats, naval mines, missiles, and drones instead of large ships. Thousands of mines and mobile missile systems are positioned along the coast, and swarm tactics can overwhelm targets quickly. For the U.S., this means dealing with multiple threats at the same time in a very small space. Warships can patrol the area, but they have to track missiles from land, clear mines in the water, and monitor dozens of small boats all at once. They can control the area, but they can’t stop every threat at the same time. Source: @DI313_
🚨🇮🇷 Iran just set a hard line on Hormuz talks. Iran's First Vice President says negotiations will only happen if adversaries pledge not to invade and recognize Iran's international rights. He also said Iran's opponents are now "begging" for talks after the waterway was effectively shut to commercial shipping. Iran's holding all the leverage and they know it. Source: @DeItaone