TheAnalyst
30.3K posts

TheAnalyst
@InDepthAnalysi5
All my tweets are my own thesis. NFA. Always DYOR. TG: https://t.co/zTluZAMGHJ

🇮🇷 Middle East oil exports collapsed from over 7,000 to roughly 2,000 thousand barrels per day in a single month after Iran choked off the Strait of Hormuz. Diesel, jet fuel, gasoline, naphtha, LPG, fuel oil, all of it cratered. That's a near-total shutdown of the region's energy exports. This is the leverage Iran has been holding from day one, and five weeks of bombing hasn't broken it. Every military objective Rubio listed as "achieved" means nothing as long as this chart looks like this. You can destroy every missile launcher in Iran and still lose the economic war if the Strait stays closed. And right now, it is. Source: @KobeissiLetter






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/