👁️👄👁️

🛢️

[👁️👄👁️ @cooommodity]

@miadmaleki Braindead thinktank slop. Honestly surprising how bad these analysts are at what is supposedly their profession.

[👁️👄👁️ @cooommodity]

@tleilax___ This is insane brainrot. This is just fuel smuggling arising due to retail gasoline being about $0.02 a litre and diesel being even cheaper. Insanely retarded some analysts are posting these clips saying they’re avoiding the blockade.

[👁️👄👁️ @cooommodity]

@Big_Orrin Confirmed to be F15

[👁️👄👁️ @cooommodity]

@staunovo All fake news. Kpler showing 1-3 ships per day no change. Mystery Pakistani flagged ghost ships nowhere to be found

[👁️👄👁️ @cooommodity]

@ALikhodedov @RusOilGasExpert @ed_fin No no definitely not impossible but keep in mind risk tolerance of someone who signs up to be a sailor is different than that of a mercenary. Crew changes, etc take time, also Iranians only letting certain ships out. Ships without permission seem to either be turned around or hit

[👁️👄👁️ @cooommodity]

@ALikhodedov @RusOilGasExpert @ed_fin If someone with a family feels their life is genuinely in risk money doesn’t go a long way most of the time. Lots of owners are pushing bonuses right now but crews rarely agreeing

[👁️👄👁️ @cooommodity]

@ALikhodedov @RusOilGasExpert @ed_fin It’s because ships have like 20 guys on board and they tend to have families and ship doesn’t move unless they want it to regardless of what owners charterers say

[👁️👄👁️ @cooommodity]

@ed_fin @staunovo Yes in that respect very true. Aramco in a league of their own tbh

[👁️👄👁️ @cooommodity]

@BabakTaghvaee1 @adamscochran On what basis do you claim he is in Islamabad? Basis a video of a plane, no landmarks, no indication of when it was filmed, you’re claiming you know where ghalibaf is. Very bold of you to call others dumb.

[👁️👄👁️ @cooommodity]

@CRUDEOIL231 No deal IRGC will accept will be palatable to Israel and vice versa. Trump just shitposting to push prices down

[👁️👄👁️ @cooommodity]

@tleilax___ @SheDrills Reality is through intermediaries, there is of course always ‘negotiation’ in the form of messages being passed both ways. Material reality is that no deal acceptable to Iranians will be acceptable to Israelis and vice versa. GCC is pro Israel and thus Strait will remain closed.

[👁️👄👁️ @cooommodity]

@BabakTaghvaee1 How do you know it went to Islamabad/pakistan?

[👁️👄👁️ @cooommodity]

@Big_Orrin Correct me if im wrong but at times seems market is treating Hormuz closure like its mined like it was in the 80s. It’s not mined, IRI will just hit any vessel that tried to cross w/o permission. If agitated ie their power hit, they will disable Yanbu and Fuj. 18mb not guaranteed

[👁️👄👁️ @cooommodity]

@Big_Orrin What pure paper traders seem to not understand is that in addition to insurance, vessel master and crew are terrified and will refuse to cross even if vessel is cleared by Iranians and fully insured. As long as Iran hits one vessel every 60 days that will continue to be the case

[👁️👄👁️ @cooommodity]

@tleilax___ Blind spot of many analysts: the US Navy does not have any vessels inside the AG. The carrier strike group is +1000km away from Iran significantly reducing their jets range inside Iran and payload. Their vessels are not able to approach Hormuz, how will they capture Kharg?

[👁️👄👁️ @cooommodity]

@BabakTaghvaee1 “I don’t understand how THAAD” 😂😂😂

[👁️👄👁️ @cooommodity]

@SheDrills @JoeMcMonigle 2/ warships aren’t capable of defending even themselves, as evident by the fact that not a single destroyer or carrier is currently operating inside the AG. As long as Iran can explode one tanker every 30 days, for all intents as purposes strait is closed.

[👁️👄👁️ @cooommodity]

@SheDrills @JoeMcMonigle 1/ Gaza is a 42km strip, under 24/7 aerial surveillance with zero industry and surrounded by sensors that detect tunnels, and no one is able to stop missiles from being shot. Iran has 2800km coast line plus missiles with +1000km range

[👁️👄👁️ @cooommodity]

@JavierBlas He’s angrier