Philipptbs

I post things only to save it for myself.

[Philipptbs @Philipptbsheep]

@AndrewPerpetua That was me at 09. February

[JH @CRUDEOIL231]

How China Is Buffering the Global Energy Supply Shock......

#oott #iran

[OilPrice.com @OilandEnergy]

Beyond the supply disruptions in Kazakhstan and the Middle East, the U.S. Gulf Coast is also facing weather-related risks.

Tropical Storm Bertha may lead to a supply outage of approx. 2 million barrels of oil production, with BP and Chevron already evacuating offshore workers.

[Mason Hamilton🛢📊⛽️ @T_Mason_H]

While all eyes are on the Hormuz and Bab-el-Mandeb, don't forget about the global refining system and the risk of outages...

Nearly 10% of global refining capacity is offline across the Middle East & Russia due to damage or constrained exports through Hormuz. Refineries elsewhere are running harder to meet product demand, but high utilization and summer heat are contributing to unplanned outages.

A fire has temporarily shut Pennsylvania’s Trainer refinery. Germany’s Gelsenkirchen refinery, the country’s 5th largest, is also offline after a fire. Nigeria’s Dangote refinery is reportedly operating at 55% because of equipment problems, reducing a key source of jet fuel for Europe.

Under these circumstances, any outage has a larger than normal impact on markets.

[JH @CRUDEOIL231]

Key takeaways showing just how choked up the refined products mkt actually is.

It’s scary to think where the tape would be without PADD 3 pulling the weight. Honestly these wild crack spreads aren't even that shocking.

If Trump is going to pull off a TACO, he better move fast. There's still a solid month left of peak summer demand, and US product stocks are running ridiculously dry.

Such an interesting case study on what goes down when structural refining bottlenecks get hit with geopolitical event.

#oott #iran

[Anas Alhajji @anasalhajji]

🟩Which four Asian countries are projected to be hit hardest by import disruptions through the Bab el-Mandeb Strait, and why might their impacts differ?

🟩Why does Bab el-Mandeb, rather than the Strait of Hormuz, represents the more immediate danger to global energy markets?

🟩What factors contributed to Saudi Arabia’s crude oil exports reaching a record low in May, and how have they changed since then according to the available trends?

🟩How does Adnoc’s $6.2 billion Umm Shaif Gas Cap project reflect the UAE’s broader strategic shift toward gas and LNG?

🟩How might simultaneous disruptions in the Panama Canal, combined with issues in Hormuz and Bab el-Mandeb, affect global shipping and trade?

🟩What key motivation does the EOA suggest drives the IRGC’s resilience in conflict, beyond the ideological factors mentioned in the WSJ opinion?

🟩How are cash-strapped Asian nations like Pakistan and Bangladesh coping with higher LNG costs due to the Hormuz disruptions?

🟩Under what conditions does Goldman Sachs forecast Brent crude could exceed $120 per barrel, and how does the EOA differ in its assessment of price risks?

🟩Why does the EOA point out Bloomberg’s past coverage of shale as a notable reversal in light of current production trends?

🟩How are low water levels on the Rhine River affecting fuel supply chains in Germany, and what alternative sourcing strategies are buyers adopting?

Daily Energy Report https://t.co/TKfBGdpmst

[James Jackson @derJamesJackson]

“Germany is doing the Viktor Orban” in Brussels by blocking sanctions on Israeli ministers says expert Daniel Gerlach, citing someone on the ground

[MenchOsint @MenchOsint]

https://t.co/Z4vWHbq0NK

[Rory Johnston @Rory_Johnston]

uh... that's gonna be tricky because the CPC pipeline—which terminates at the Black Sea—carries ~80% of Kazakhstan's crude oil exports.

Few minor egress alternatives but nothing comes close to replacing CPC.

Kazakhstan stopping CPC shipments will mean Kazakh oil production cuts

[Wendy @Wendy7839570959]

I recorded this off Tik tok in November 2025z interesting 🧐

[B.M. @ireallyhateyou]

This is insane. Twitter suspended the account of the British consulate in Jerusalem for this tweet! WTF

[susan abulhawa | سوزان ابو الهوى @susanabulhawa]

Here's what really happened on October 7th...

1. 07 OCTOBER 2022.
Israeli forces opened fire on a group of Palestinian children near the Apartheid wall in Qalqiliya, killing a 14-year-old boy with live ammunition (UN OCHA report)

2. 07 OCTOBER 2021.
Israeli settlers from the Telem settlement cut down more than 100 olive seedlings on Palestinian-owned land in Turqumiya, Hebron, belonging to 'Aziz Jamil Ja'afrah ��� the same land where settlers had uprooted trees the year before. (PCHR, 7–13 Oct 2021)

Israeli forces raided at least nine homes overnight and arrested eleven people, including a father and son together (Wadi al-Far'a, Tubas) and a 16-year-old (Adham Abu Srour, Dawha), without charge. A 55-year-old activist was separately arrested without charge at the Al-Aqsa Mosque compound.

Israeli forces demolished two residential structures in Bab al-Shams village (East Jerusalem area) belonging to two brothers — the third demolition of their homes within a single year.

Israeli gunboats fired on a Palestinian fishing boat off Gaza for roughly two and a half hours overnight.

Checkpoints and closures were imposed in Jericho, Bethlehem, Hebron, and Nablus.

3. 07 OCTOBER 2020.
Israeli forces raided Aida refugee camp, Bethlehem, blew open the doors of the camp's People's Committee office, and damaged nearby homes in the process — Palestinians officials called it part of a "terror campaign" against the camp. (PCHR, 1–7 Oct 2020)

Israeli forces raided a boys' school (al-Jamla School) in Jenin, confiscated staff IDs, and copied footage from the school's security camera system.

Multiple home-raid arrests took place in Beita, Yatta, al-Eizariya, al-Hashimia (Jenin), Qusra, and Qabatiya.

Israeli settlers from the Leshem settlement set fire to Palestinian-owned land in Deir Ballut, Salfit, burning 50 olive trees.

Multiple checkpoints/closures reported in Hebron (4), Nablus, and elsewhere, disrupting children's abilities to attend school and commutes to work and cutting off access to medical facilities and family.

4. 07 OCTOBER 2019.
20-year-old Fadi Osama Hejazi, died from sniper wounds sustained months earlier at Great March of Return protests (PCHR, 3–9 Oct 2019)

Israeli forces raided at least nine homes overnight across Bethlehem (al-Duheisha camp, Wad Ma'ali), Ramallah (al-Mazra'ah al-Gharbiyah), Jenin ('Anza village), Tulkarm ('Atil village), and Salfit (Hares village, two homes), arresting at least 12 people.

Israeli forces raided and ransacked the Hanthala Cultural Centre in Safa village (a heritage/youth-skills organization), breaking its main door and confiscating files.

Israeli forces guarding the Apartheid wall shot two Palestinian men near Zeta and Tulkarm while they attempted to cross into Israel for work.

Settlers from the Yitzhar settlement cut down 36 olive trees overnight in Burin village (Nablus). Later that morning, settlers from the same settlement attacked Burin's mixed school under military protection, forcing the administration to evacuate students.

In order to prevent Palestinians from leaving their homes during Jewish holiday, Israel began a full closure of the Tunnel, 300, al-Jeeb, and Hizma checkpoints (separating Jerusalem from Bethlehem and nearby areas) for three days during Yom Kippur, alongside closures of Arab village/neighborhood entrances with iron barriers and cement blocks, preventing anyone from accessing school, work, or medical facilities during that time.

5. 07 OCTOBER 2018.
Israeli forces raided homes in Jenin, Beit Ummer (Hebron), and al-Jalazoun refugee camp (Ramallah), arresting at least eight people; in Jalazoun, soldiers also confiscated 2,500 shekels (~$700) in cash from one household during the raid. (PCHR, 4–10 Oct 2018)

Israeli forces raided homes and a shop in Beit Led (Tulkarm), confiscating surveillance camera recordings, and arrested a 47-year-old man along with his 19-year-old son without charge.

Israeli forces carried out 20 additional home invasions (without arrests) across Hebron, Tulkarm, and Qalqiliya-area villages.

An Israeli drone fired a missile at a group of civilians near al-Shawka village, east of Rafah, Gaza.

Israeli gunboats opened heavy fire on Palestinian fishing boats off Rafah, firing flare bombs and forcing fishermen to flee.

Israeli forces conducted a limited ground invasion into eastern al-Bureij, central Gaza.

6. 07 OCTOBER 2017.

Israeli forces raided three homes overnight — in Ya'bud (Jenin), Wad Rahal (Bethlehem), and Bethlehem city — arresting three people, including two minors, without charge.

Israeli forces arrested without charge a 44-year-old man, Naser al-Jundi, at a checkpoint set up at the entrance to Al Fawwar refugee camp, south of Hebron.

Israeli gunboats twice opened fire on Palestinian fishing boats off Beit Lahia and al-Sudaniya (northern Gaza), chasing them; no injuries or damage reported.

Israeli forces stationed along the Gaza perimeter fence near Umm al-Nasser Bedouin village opened sporadic fire and fired flare bombs into the border area, terrorizing residents.

Israeli forces conducted six additional home invasions without arrests in al-Samou', Bani Na'im, Sa'ir, and al-Jalajel (Hebron) and Bedia and Masha (Salfit).

Temporary military checkpoints were set up at Halhoul and al-Dahiriya (Hebron), four locations around Qalqiliya, and three in Salfit, further restricting Palestinian movement. That night, hundreds of Israeli settlers entered 'Awerta village (Nablus) under military protection to perform religious rituals in Palestinian towns.

7. 07 OCTOBER 2016.
Israeli forces raided homes in Sabastiya (Nablus) and Nour al-Shams refugee camp (Tulkarm) overnight, arresting five people without charge.

Israeli forces entered al-Far'a refugee camp (Tubas); when young men gathered and threw stones, soldiers fired live rounds, hitting three civilians.

Israeli naval forces intercepted a fishing boat at sea, ordered the two fishermen (one a 17-year-old) to strip and swim to the gunboat, then detained them; one was released later that day, the other and the boat remained in custody.

Weekly Friday protests in Bil'in, Ni'lin, al-Nabi Saleh, and Kafr Qaddum were attacked with live fire, rubber bullets, tear gas, and sound bombs; in Bil'in, soldiers assaulted a farmer trying to reach his own field and confiscated his vehicle.

In Gaza, Israeli forces opened fire on young men gathered near the perimeter fence in solidarity with Jerusalem (Shuja'iya and al-Bureij), wounding two with live rounds.

Israeli settlers attacked Palestinian olive pickers from Yasouf village (Salfit) while they worked their land.

Dozens of settlers, escorted by Israeli forces, entered Ta'nak village (Jenin) to pray at a religious site; soldiers closed the village's main street to secure the visit, locking thousands of Palestinians in their homes.

Checkpoints went up on the Tarusah village road (west of Dura) and at Hebron's southern entrance (al-Fahes), further restricting Palestinian movement.

8. 07 OCTOBER 2015.
An Israeli settler shot a Palestinian girl from Sur Baher four times in Jerusalem's Old City; Israeli forces claimed she had stabbed him, an account PCHR notes it could not independently verify.

Hundreds of Bir Zeit University students and other civilians protested near a checkpoint and settlement outside al-Bireh; Israeli forces fired live ammunition, wounding ten (eight by live fire), while undercover Israeli units embedded in the crowd violently kidnapped three students — one shot in the leg, another shot in the head and left in serious condition.

Israeli forces raided homes across Hebron governorate overnight, kidnapping at least 16 people, including a 12-year-old (Amir Abu Romouz) and a 13-year-old (Nasim al-Teiti), in Hebron city, Dura, Halhoul, and Al Fawwar and Al Arroub refugee camps.

Israeli forces raided two homes in Nablus, arresting two men without charge.

Soldiers occupied an uninhabited home in Halhoul, raised an Israeli flag over it, and briefly operated a checkpoint from the site before withdrawing but continuing to occupy the house.

This was the seventh consecutive day Nablus remained under a full Israeli military cordon (imposed since October 1 as collective punishment), with the Huwwara, Jeet, al-Naqoura, and Deir Sharaf checkpoints all tightened, denying and delaying movement for residents.

IT GOES ON LIKE THIS EVERY DAY OF EVERY YEAR AS FAR BACK AS YOU LOOK

[Qasem Al-Ali @AlaliQasem]

Global Crude Inventories Forecast by End of August 2026

The MoU collapsed. Iranian missiles hit Kuwait 48 hours ago. Two US service members killed in Jordan. One missing.
Here’s what markets aren’t pricing: we have exactly 42 days until end of August. Global crude inventories are reaching levels that will redefine “critical.”
Let me show you the math.

[Censored Humans @CensoredHumans]

CNN will never show you this : An Israeli settler pointing a gun at a Palestinian farmer.

"This land is mine now. Get out. Never come back"

The farmer's family worked that land for generations.

The settler flew in from Eastern Europe.

[Philipptbs @Philipptbsheep]

@gepardtatze Nicht genug

[Philipptbs @Philipptbsheep]

@FinJourney @LucidMotors Look at this CTB..

[Philipptbs @Philipptbsheep]

@global_diplomat @amjadt25 @POTUS @DOWResponse @PeteHegseth So how does it come that you strategically lost nearly every war since ww2?

[AMK Mapping 🇳🇿 @AMK_Mapping_]

Russian operator-controlled Geran-4 jet-drones struck 4 cargo ships at the Chornomorsk and Dniprovsko-Buhskyi Ports in Odesa and Mykolaiv Oblasts.

[HFI Research @HFI_Research]

Goldman estimates crude oil production loss of 10.5 million b/d with total liquids at 12.8 million b/d.

[Philipptbs @Philipptbsheep]

@FinJourney @AfonsoEV_ Crazy, it was the chance of their life