Kevin Roepke

Executive Director-MENASA @USSEC. Only 4 things matter-supply, demand, trend & sentiment. Opinions are my own, not my employer 🇺🇸➡️🇨🇳➡️🇲🇾➡️🇲🇽➡️🇦🇪➕🇻🇪

[Kevin Roepke @Kevin_]

This looks familiar....

[Lara Korte @lara_korte]

CENTCOM has released this photo of an F-16 refueling in an "undisclosed location."

[Kevin Roepke @Kevin_]

Hell yes! 💪

https://t.co/rKtNr5zQG2

[The Kobeissi Letter @KobeissiLetter]

India's oil product exports are collapsing as the Iran War forces refiners to keep fuel at home:

India's oil product exports dropped -31% YoY in May, to 878,000 barrels per day, the lowest since October 2022.

This also marks the 3rd consecutive monthly decline, totaling ~270,000 barrels.

By comparison, the 2025 high was ~1,500,000 barrels per day in September, or +70% larger.

This comes as the closure of the Strait of Hormuz has severely restricted crude and fuel flows to India, prompting refiners to redirect output toward domestic supply rather than overseas markets.

Indian refiners have also shifted production toward LPG at the expense of other exportable fuels, further weighing on overall outbound shipments.

Before the Iran War, the country imported ~90% of its LPG supply from the Middle East, making domestic production a strategic necessity once Hormuz flows were disrupted.

Domestic energy security is now a top priority in India.

[🇺🇸 Kyle Bass 🇹🇼 @Jkylebass]

Texas is the growth engine of the Western world.

With 32 million people, Texas generates nearly $2.9 trillion in GDP. Elon @elonmusk ‘s new Terafab project in Grimes County is projected to add another $1 trillion to the Texas economy over the next decade.

At current pace, Texas will surpass France 🇫🇷 in GDP by 2031.

For comparison: France has 66 million citizens and a GDP of roughly $3.3 trillion. Yet Texas GDP per capita is nearly twice that of France.

President Macron and his government should take a hard look at why a single U.S. state is creating wealth at this scale.

This piece from the Economist gets the gist right but the dynamism and understanding of the sheer scale of what’s happening is missed.
https://t.co/Jz454PEpkV

[Kevin Roepke @Kevin_]

India is washing out of soymeal export contracts and could import almost a million tons of soybeans this year.

https://t.co/8eYZcGAg8B

[Bloomberg @business]

Bangladesh’s central bank unveiled a 600 billion-taka ($5 billion) package to boost economic growth, revive shuttered factories and support small businesses https://t.co/tXnj6ZSdLH

[Kevin Roepke @Kevin_]

I was today years old when I found out Kelly Osbourne lives on a farm in Indianola, Iowa.

https://t.co/Yw0jzrNI2Z

[Bureau of South and Central Asian Affairs (SCA) @State_SCA]

Exciting news for America energy exports! The U.S.-Bangladesh energy cooperation MOU signed by @SecretaryWright and Foreign Minister Khalilur Rahman will open new opportunities for U.S. businesses to expand investment in Bangladesh’s rapidly growing energy market. https://t.co/CFeaYmijN9

[Illinois Soybean Association @ILSoybean]

As demand for safe, affordable protein grows, soy-based feeds help fish like tilapia grow efficiently. Through partnerships with the Egypt Soybean Excellence Center and WorldFish, ISA is helping build demand for Illinois soy.

Learn more at https://t.co/c5WTNzngPX

[United States Trade Representative @USTradeRep]

China is taking concrete steps to open their market and purchase U.S. goods as a result of the strong relationship between President Trump and President Xi:
🥩 Granting 5-year extensions to hundreds of U.S. beef plant registrations
✈️ Purchasing 200 Boeings
🌱 Buying 25 million metric tons of U.S. soybeans as agreed to last October

[Kevin Roepke @Kevin_]

@USAmbBangladesh @usembassydhaka Steven is a great leader for the US Bangladesh Business Council and the overall @USBanglaTrade relationship! 🇧🇩 🤝 🇺🇸

[Shehbaz Sharif @CMShehbaz]

Pakistan strongly condemns the missile and drone attacks on civilian infrastructure in the United Arab Emirates last night. I express full solidarity with His Highness @MohamedBinZayed. Pakistan stands firmly with our Emirati brothers and sisters as well as with the Government of the United Arab Emirates at this difficult time. It is absolutely essential that the ceasefire be upheld and respected, to allow necessary diplomatic space for dialogue leading to enduring peace and stability in the region.

[Narendra Modi @narendramodi]

Strongly condemn the attacks on the UAE that resulted in injuries to three Indian nationals. Targeting civilians and infrastructure is unacceptable.

India stands in firm solidarity with the UAE and reiterates its support for the peaceful resolution of all issues through dialogue and diplomacy.

Ensuring safe and unimpeded navigation through the Strait of Hormuz is vital for enduring regional peace, stability and global energy security.

[Amjad Taha أمجد طه @amjadt25]

If you stand with the UAE- REPOST now. Share the picture.Stand against the Islamic regime in Iran. Stand with humanity. Stand with civilization against darkness, against backwardness. Choose your side. Silence is not neutral.

[The Economist @TheEconomist]

Prolonged AI use may make it harder to think critically and creatively, recent research suggests. But there are ways to keep the brain fit https://t.co/X2mVBg1THM

[Bureau of South and Central Asian Affairs (SCA) @State_SCA]

Delivering Results for American People: We are thrilled that Biman Bangladesh Airlines signed its largest-ever deal today to purchase 14 Boeing aircraft. This deal will create over 19,000 American jobs, modernize Biman's fleet, and honor Bangladesh's commitment in our Agreement on Reciprocal Trade—a testament to the growing economic partnership between our countries.

[Boeing Airplanes @BoeingAirplanes]

Biman Bangladesh Airlines' largest-ever jet order has it all mapped out! 🗺️

We're delighted they've selected 14 787 #Dreamliner and 737 MAX airplanes to boost capacity and efficiency on flights to the Middle East, India and North America.

Release: https://t.co/W2ksAJ4WW0

[Kevin Roepke @Kevin_]

.@united sporting its “FUTURE IS SAF” livery.

[Kevin Roepke @Kevin_]

@agtradertalk Texas has a reputation of being low-tax, but that’s really only the case for income taxes. Utilities, property taxes and insurance premiums are egregious.

The school systems are great, so at least you see your property taxes staying local instead of going to Austin.

[Kevin Roepke @Kevin_]

I’m pretty sure the fastest growing industry in Texas (and that’s saying something) is property tax protesting.