🇱🇧🚨Breaking News:
𝗚𝗘𝗡𝗘𝗥𝗔𝗧𝗢𝗥𝗦' 𝗠𝗔𝗣 𝗜𝗦 𝗢𝗨𝗧 & 🔥 𝗠𝗔𝗣 𝗜𝗦 𝗡𝗢𝗪 𝗗𝗜𝗚𝗜𝗧𝗔𝗟 at
https://t.co/kPV9MvNO9A
💲𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝘆𝗼𝘂 𝗽𝗮𝘆 𝗳𝗼𝗿 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗼𝗿 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝗶𝘁𝘆 𝗶𝗻 𝗟𝗲𝗯𝗮𝗻𝗼𝗻 𝗱𝗲𝗽𝗲𝗻𝗱𝘀 𝗼𝗻 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝗹𝗶𝘃𝗲!
🎰 𝗕𝘂𝘁 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗼𝗿 𝘁𝗮𝗿𝗶𝗳𝗳 𝗱𝗼𝗲𝘀 𝗻𝗼𝘁 𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝗶𝗹𝘆 𝗺𝗲𝗮𝗻 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗳𝗶𝗻𝗮𝗹 𝗯𝗶𝗹𝗹: 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗳𝗲𝗲𝘀 𝘃𝗮𝗿𝘆, 𝗮𝗻𝗱 𝘀𝗼𝗺𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝘀 𝗮𝗹𝘀𝗼 𝗰𝗵𝗮𝗿𝗴𝗲 𝗩𝗔𝗧.
Electricite de Zahleh, and Electricite de Jbeil have some of the lowest tariffs- closer to the official rates!
August generator tariffs in our sample ranged from $0.52 to $0.95 per kWh: the highest reported tariff was 83% higher than the lowest.
📰 𝗔𝗡𝗡𝗢𝗨𝗡𝗖𝗘𝗠𝗘𝗡𝗧:
@karimchebaklo did this awesome thing & turned the map digital.
𝗘𝗩𝗘𝗥𝗬𝗢𝗡𝗘 𝗖𝗔𝗡 𝗖𝗢𝗡𝗧𝗥𝗜𝗕𝗨𝗧𝗘, SUBMIT TARIFFS, & VIEW THE MAP ON THE 🔗:
https://t.co/kPV9MvNO9A
@energize_NE
⚠️ The strait of Hormuz remains one of the most critical pressure points for the global oil market.
🇸🇦 Bab el- Mandeb is a strategic second gateway for Saudi oil exports.
~ 80% of LNG typically transitioning the Strait of Hormuz is destined for Asia.
⚠️ Asian countries are highly exposed to LNG imports from the Gulf, mostly Qatar.
🇵🇰 Pakistan adopted severe austerity measures amid disruption in oil and gas supply.
🇻🇳 Vietnam officially requested assistance from South Korea and Japan to help increase its access to crude oil supplies.
⚠️ Several countries started implementing strict austerity measures i.e days off, remote work, rationing among others to manage severe oil shortages.
#energize
🚨 Most of Asia's oil tanks running dry in weeks due to lack of supply.
‼️Asia's oil lifeline is uneven, as much of the region has less than 100 days of reserves.
🇰🇷 South Korea to release 22.46 million barrels from its reserves to combat supply disruptions and rising prices.
We published ⬇️ this morning on oil that can rerouted from Strait of Hormuz via pipeline & we listed the pipeline from Kirkuk- Kurdistan to Turkey as non-operational.
Kurdistan Government just announced that they will allow Iraqi oil to flow through that pipeline
@energize_NE
⚠️ Only approximately 8 million barrels per day are rerouted through pipelines.
🇸🇦 7 million barrels have been rerouted by Saudi Arabia on the red sea through Bab Al-Mandab which remains a safe passage at the time of writing.
🚨 Strait of Hormuz is a single point of failure because of its major role in global energy markets and limited alternative routes.
🛢 15-20 million barrels per day typically flow through the strait of Hormuz.
‼️1/3 of China’s oil imports in 2025 came from sanctioned countries.
🛢China imported 12.47 mbpd in the 1st 2 months of 2026.
⚠️ China stockpiled 430,000 bpd in 2025, driven by low oil prices, global oversupply and potential future geopolitical risks.
🚨 Half of China’s oil imports in 2025 came through the strait of Hormuz.
🇨🇳 China had built massive reserves estimated at > 1Billion barrel
🚢 70% of China’s domestic consumption is from oil imports with 90% of that being seaborn imports.
Iran FM: "US committed a desperate crime by attacking a freshwater desalination plant...
The US set this precedent, not Iran."
⚠️ GCC relies heavily on desalinated water & produces ~40% of global desalinated water 🌏 ⬇️
@energize_NE
⛽️Gasoline pricing is a matter of fiscal, economic, social and political strategy.
Factors typically accounted for in gasoline pricing strategy:
📍International oil prices
📍Inflation & macroeconomic stability: spillover effects on transport, food, etc..
📍Affordability/ Share of monthly income: countries typically aim to keep cost below ~10% of monthly income.
In Lebanon, gasoline is 13%, signaling affordability stress.
📍Revenue allocation: taxes typically finance infrastructure, fiscal consolidation, or energy transition investments.
📍Provision of alternatives: pricing strategy is often paired with EV incentives, public transport expansion, or electrification policies to mitigate social impact.
🇯🇴Jordan: Gasoline is expensive by design.
High fuel taxes + region’s fastest EV adoption rates + reliable grid to accommodate this --> Jordan is securing alternatives.
Syria: Gasoline is expensive due to limitations.
The country has long suffered from conflict, sanctions, infrastructure damage, currency collapse, and a post-war economy making fuel costly.
@energize_NE
However, when transistors were first announced, their commercial value was unclear, and their importance was largely overlooked. The announcement was buried deep inside The New York Times on July 1, 1948, page 46 ⬇️
In 1947, transistors -tiny electronic switches that could turn electricity on or off- were invented.
Over time, billions of these switches were packed onto chips, making computers faster and smaller.
⚠️ However, our infographic -from June 2025 illustrates the critical role of this strait in the global oil market, with 15million barrels of oil per day going through the chokepoint.
#Iran#hormuz#oil
🚨 Iran's Revolutionary Guard naval forces is planning live-fire exercises in the Strait of Hormuz, this upcoming weekend, February 1st and 2nd.
We do not see any real threat of a closure of the Strait at this stage.
🚢 Tracking Crude Flows Through the Strait of Hormuz
🚨 Over 15 million barrels of crude flow through this narrow chokepoint every day, fueling economies mostly in Asia.