Saul K

Head of Energy Research at MST Financial. Integrated energy, resources & carbon. Opinions my own. Retweets are not endorsements. Authorised by S Kavonic, Sydney

[Saul K @saulkavonic]

The energy analyst with a licence to tell it like it is 

"Blunt, balanced and unapologetically pragmatic, Saul Kavonic has become a trusted voice at the centre of one of the most consequential debates of our time"

https://t.co/2OnEvxjEMZ

[Reuters @Reuters]

South Korea prepares Hormuz military deployment, media reports say https://t.co/3ytuDsV1ty https://t.co/3ytuDsV1ty

[Open Source Intel @Osint613]

US Vice President Vance: About 15 million barrels out of the Strait of Hormuz yesterday

[Open Source Intel @Osint613]

Iranian channels report the IRGC has fired anti ship ballistic missiles toward the Strait of Hormuz.

Needs further confirmation.

Contributed by @BeamTracker_

[Al Jazeera Breaking News @AJENews]

BREAKING: Iran's army says it struck satellite systems, hangars at US base in Kuwait and Al Minhad base in UAE

🔴 LIVE updates: https://t.co/brVSTInA4t

[Open Source Intel @Osint613]

NEW: Iran has warned it will launch a large-scale attack on Israel if the IDF operates in the Ali Tahr Ridge, where Revolutionary Guard officers are besieged, Reuters reports. The message was passed to the U.S. through Oman in August.

[Open Source Intel @Osint613]

Kuwait Army:

"Kuwaiti air defenses are currently confronting hostile missile and drone attacks, following the sinful Iranian aggression.

The General Staff of the Army notes that if explosion sounds are heard, they are the result of air defense systems intercepting the hostile attacks.

Everyone is requested to adhere to the security and safety instructions issued by the competent authorities."

[Open Source Intel @Osint613]

U.S. Energy Secretary Chris Wright on the Strait of Hormuz:

Iran has played this card to try to hold the world hostage, thinking everybody will bend to their needs. That’s nonsense.

On Monday, the U.S. Navy escorted over 17 million barrels of crude oil floating out of the Strait of Hormuz.

That's above the levels that floated out of the Strait of Hormuz pre-conflict

[Saul K @saulkavonic]

US extends troop deployments in Middle East into 2027 https://t.co/ujGsDZOY7x via @australian

[Saul K @saulkavonic]

‘A difficult time’: Inside Fortescue’s culture crisis https://t.co/J9qMYsolOR

[Open Source Intel @Osint613]

Netanyahu on Iran:

The regime in Iran will fall. We will bring it down. It is already on its last legs.

All our systems, under my guidance, act to overthrow this regime.

[Open Source Intel @Osint613]

Trump on Iran: Renewed campaign against Iran won't continue for too long.

[Open Source Intel @Osint613]

Reporter: Will you send the CIA to arm the Iranians?

TRUMP: I'm not going to tell you that, it wouldn't be appropriate

[Saul K @saulkavonic]

It comes down to:

1) Does Australia need more fuel self sufficiency from a national security standpoint. (I think the answer is yes)

and

2) What is the lower cost ways to realise more fuel self sufficiency. A new refinery, with more domestic oil production to feed it, may actually be found to be far lower cost than alternative options such as more EV subsidies, biofuels, or more fuel storage.

[*Walter Bloomberg @DeItaone]

- TRUMP ON IRAN: RENEWED CAMPAIGN AGAINST IRAN WON'T CONTINUE FOR TOO LONG

[World News Tonight @ABCWorldNews]

The U.S. Strategic Petroleum Reserve has dropped to its lowest level since 1982, Department of Energy data this week showed, revealing the continued drawdown of emergency oil as the nation weathers a global energy shortage. https://t.co/wAIawQILF9

[Saul K @saulkavonic]

Former ACTU leader breaks ranks on gas scheme https://t.co/2JTTFLZQAK via @australian

[Saul K @saulkavonic]

Billionaire backs new oil refinery to guard against ‘war in 2030’ https://t.co/fNTLDpDIIH via @australian

[Open Source Intel @Osint613]

The U.S. military attacked two Iranian government tankers as part of the round of strikes that took place on Tuesday, U.S. officials tell Axios.

[Open Source Intel @Osint613]

Axios: "U.S. officials said around 100 targets were attacked during Tuesday's strikes."

[Open Source Intel @Osint613]

U.S. President Donald Trump shares New York Post article saying he "is winning the Iran war."