Roger Diwan

VP@ S&P Energy; Focus Energy and Climate finance, oil and gas markets, energy geopolitics, OPEC, shale; Views are my own

[Giovanni Staunovo🛢 @staunovo]

#Kuwait is seeking pipeline alternatives to export its crude oil as the near-closure of the Strait of Hormuz starves the market of vital barrels and Persian Gulf producers of the cash to run their economies.

State oil producer Kuwait Petroleum Corp. is in talks with neighboring Saudi Arabia and United Arab Emirates about expanding their pipeline systems to handle Kuwaiti barrels, Chief Executive Officer Sheikh Nawaf Al-Sabah said at a conference in Washington. He didn’t say how far advanced talks were or when flows of Kuwaiti barrels could start.
#oott https://t.co/IvElDznK4s

[Kristin Diwan @kdiwaniya]

TOMORROW 10AM EST:

Join us for an informative & entertaining discussion w/ @Dr_Ulrichsen on his new book Kingdom of Football: Saudi Arabia and the Remaking of World Soccer!

We will also be joined by @ahmed to preview Saudi Arabia's World Cup journey.

https://t.co/JdN5KghcwM

[Ned Price @nedprice]

The biggest news isn't that Trump is appointing someone without a national security background to a position that, by law, requires "extensive" experience. It's that Pulte earned Trump's trust by using **mortgage** records to pursue perceived political enemies. Now this top henchman will have access to some of our most sensitive intelligence and exquisite capabilities. That's why this is so noteworthy -- and concerning.

[Jeffrey Goldberg @JeffreyGoldberg]

"As things are developing, we’ll remember the story of America’s grandest commemorations as follows:

One hundredth: a giant industrial exposition in Philadelphia.
Two hundredth: a tall-ships regatta in New York harbor.
Two hundred and fiftieth: a Trump flop in Washington, D.C."
-- @davidfrum:
https://t.co/WM4JDRCtb4

[Roger Diwan @RogerDiwan]

@AmericanAir your flight 905 has now been delayed for 20 hours and you still cannot give any information to stranded passengers. Terrible management of customers and leaving your staff to deal with very angry passengers.

[Roger Diwan @RogerDiwan]

@AmericanAir your flight 905 has now been delayed for 20 hours and you still cannot give any information to stranded passengers. Terrible management of customers and leaving your staff to deal with very angry passengers.

[Roger Diwan @RogerDiwan]

Regretting the JCPOA yet?

[Mark Dubowitz @mdubowitz]

If President Trump agrees to a 60-day ceasefire extension based on vague Iranian promises to “discuss” nuclear issues, it’s game over. That pushes the crisis into late July or early August, when major military operations become far less likely ahead of the midterms.

Once the military leverage disappears, meaningful nuclear concessions disappear with it. Ballistic missile restrictions will be nonexistent. Iran will get billions in sanctions relief—while repeatedly using Hormuz as a tool of blackmail.

Tehran will have won at the negotiating table what it lost on the battlefield.

[Vali Nasr @vali_nasr]

The deal in play looks like a win for Iran. But Tehran is not convinced that it is not a dress rehearsal for war now or in 30 days. In fact the more generous the terms for Iran the more the suspicion that U.S. is not serious about peace and wants to distract Iran ahead of another attack. Iran will be focused on evidence of US military backdown. And the final decision for such a gamble on trusting U.S. will fall squarely on Mojtaba’s shoulders. It is the first big decision he will take as Supreme Leader with big consequences.

[🚨The Celebration Police🚨 @PLCPolice]

Arsenal celebrating like they’ve won the league

[Roger Diwan @RogerDiwan]

@gerardtbaker @adam_tooze Yes

[John Bresnahan @bresreports]

3,700 trades by a sitting president

[ABC News @ABC]

Grocery prices in the U.S. soared faster in April than any month in nearly four years, driving up the cost of everything from frankfurters to tomatoes to cupcakes, according to government data. https://t.co/tK3d87JGKW

[ابراهیم عزیزی @Ebrahimazizi33]

Iran, within the framework of its national sovereignty and the guarantee of international trade security, has prepared a professional mechanism to manage traffic in the Strait of Hormuz along a designated route, which will be unveiled soon.

In this process, only commercial vessels and parties cooperating with Iran will benefit from it.

The necessary fees will be collected for the specialized services provided under this mechanism.

This route will remain closed to the operators of the so‑called “freedom project.”

[Erin Burnett OutFront @OutFrontCNN]

CNN’s @KFILE reveals the man leading the hantavirus response in the U.S. is a specialist in penile implants with little public health experience and hosted a podcast called “Erection Connection.”

[Senator Chris Van Hollen @ChrisVanHollen]

You got me, I catered a holiday reception for my staff with campaign — not taxpayer — dollars! Now let's see your receipts. #ReleaseTheTab

[Roger Diwan @RogerDiwan]

That was the most predictable outcome. The region is not bored, and needs urgent care and focus by the White House. Moving on to the next episode of this Presidency is not an option.

[Rory Johnston @Rory_Johnston]

The Atlantic: “Trump is tired of the war, which has proved far more difficult and lasted far longer than he had expected. His party is warily watching rising gas prices and falling poll numbers. He doesn’t want to be bogged down in a Middle East conflict like some of his predecessors were. He doesn’t want it to upend his high-stakes summit next week in China. He is ready to move on.”

[James Politi @JamesPoliti]

Donald Trump’s 10% global tariff ruled illegal by US court via @FT
https://t.co/2b95Bzby7i

[Shaiel Ben-Ephraim @academic_la]

This is literally the funniest moment in the history of American foreign policy.

[Joyce Karam @Joyce_Karam]

NEW: China shores up #Iran support ahead of Trump visit
• Aligning with Araghchi in Beijing
• Memo to ignore US sanctions
• Sending drone parts: WSJ
• Positioning for broker role but with a price before Trump arrives https://t.co/K43IPc3e6z

[Roger Diwan @RogerDiwan]

But none of the initiatives seems to be providing solutions to the blockade, at least in any reasonable timeline.

[Gregory Brew @gbrew24]

This might explain the flurry of activity on the US side over the last week.

Waiting for the blockade to work put resolution on a timeline that isn't exactly ideal from the US perspective.