Elliot Kane

Maritime & Energy Logistics | Geopolitics | Global Trade
Following the world's critical supply chains and the strategy behind them. Facts over narratives.

[FOX 13 Tampa Bay @FOX13News]

Amendment 3 is currently falling well short of the support it would need to pass, according to a new St. Pete Polls survey. https://t.co/uNqECy8JLh

[Webull @WebullGlobal]

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[FBI @FBI]

The FBI is aware of a cyber-criminal enterprise group claiming a compromise of the https://t.co/xzuiRQwBTb portal and alleged impact to FBI employee personally identifiable information (PII). While the point of breach is still undetermined—whether a third-party or the FBI’s enterprise—we are actively and aggressively investigating this matter and working closely with those third-party providers that support https://t.co/xzuiRQwBTb to mitigate any and all risk.

[Open Source Intel @Osint613]

Argentine President Javier Milei:

"The United Nations has become a useless organization whose entire function is to feed a caste of arrogant parasites masquerading as well-intentioned officials.

Those who claim to defend human rights have backed bloodthirsty dictatorships and regimes that stone women in the streets.

They systematically voted against Israel while staying silent in the face of Islamist terrorism and the murder of Christians in Africa."

[Giovanni Staunovo🛢 @staunovo]

Refinery utilization rate in % in PADD3 - EIA #oott

[Barak Ravid @BarakRavid]

🇾🇪🇸🇦🇺🇸הנשיא טראמפ שקל במהלך סוף השבוע להורות על תקיפה נגד החות'ים בתימן, אך לבסוף החליט להימנע מכך לפי שעה, כך אישרו שני בכירים אמריקנים. הפרטים בכתבה שלי ב-@axios
https://t.co/myO9JiykiI

[BBC News (World) @BBCWorld]

Merz vows to keep coalition together for Germany's 'democratic future' https://t.co/qgOAinO4Kn

[Elliot Kane @Elliot_Kanes]

Iran’s actions are putting the global energy system under real pressure.

Now the U.S., UAE, Saudi Arabia and major energy producers, traders and shippers are adapting... rerouting cargoes and looking for new ways to keep energy moving. https://t.co/HwwusNOy4v

[Elliot Kane @Elliot_Kanes]

You cannot watch only Tehran. Watch the Houthis. If the proxy can hold the coast, Iran can keep disrupting world energy movement without putting its own name on every attack.

[Critical Threats @criticalthreats]

NEW | The Islamic Revolutionary Guards Corps (IRGC) is reportedly supporting Houthi efforts to develop infrastructure in the Houthis' newly-captured territory along Yemen’s southwestern coast that the group could use to consolidate its recent territorial gains around the Bab al Mandeb and establish long-term leverage over international shipping.

Two Houthi military sources told AFP on September 19 that IRGC personnel visited recently-captured Houthi territory along Yemen’s Red Sea coastline and supervised Houthi efforts to construct tunnels along the mountainous terrain surrounding the port city of Mokha in Taiz Governorate.

US President Donald Trump reportedly decided to refrain from striking Houthi targets in Yemen “for the time being” on September 20.

[Elliot Kane @Elliot_Kanes]

@macropaperr Markets love a headline. From the logistics side, I still want to see real loadings out of Yanbu. The UAE already built the backup routes for this exact situation.

[Elliot Kane @Elliot_Kanes]

@ZiadMDaoud These cross-country lines matter because they give the market another way out. Same reason the UAE has been building its own routes for years.

[Elliot Kane @Elliot_Kanes]

@World_Data_A You can’t control Hormuz. You can control how much of your oil still has to use it. UAE is doing that. Everyone else is still hoping the water stays open.

[Elliot Kane @Elliot_Kanes]

@USBPChief Peak performance from academy to the line matters because a border is another chokepoint. Amazing work! Wishing the best to those defending the border

[Elliot Kane @Elliot_Kanes]

@MarineInsight This is exactly why alternatives matter. You cannot run global energy on a Houthi statement. UAE and Saudi pipelines, ports and storage are the only things that actually reduce the damage when the strait gets ugly.

[Treasury Department @USTreasury]

More of the facts from @Bannons_WarRoom.

[Giovanni Staunovo🛢 @staunovo]

The first production train at North Field East — the initial phase of Qatar’s LNG expansion — is expected to come online in the first half of 2027 https://t.co/QCyc7crYMM

[Benny Johnson @bennyjohnson]

Trump launched his campaign on deporting illegal aliens in 2015.

More than 10 million more came in under Biden alone after that.

Over 56% of all voters, not just Republicans, support deporting *all* illegals.

Mass deportations should he his legacy, not amnesty.