BATTS

crude and refined products broker fmr US merchant Mariner

[BATTS @ledandyestmort]

@WSJ Insane that the county and regulators approved the sale to begin with.

I didn’t think Transmontaigne was really trying to divest itself of the terminal that was always busy.

[BATTS @ledandyestmort]

The country had to have approved the sale and so did the regulators because to develop it requires soil remediation.

They just were so incompetent that they didn’t think to consult anyone at the port that might have had something to say about it.

Without that terminal Miami would not continue to be the busiest cruise terminal in the world which provided billions of value to the local economy.

[BATTS @ledandyestmort]

@BikeWalkMB @tomaskenn Seperate companies run each part of the supply chain, in this case the terminal is owned by transmontaigne. The product is bought and sold by Freepoint commodities then delivered to the customer by Kirby Corp.

[BATTS @ledandyestmort]

@CollinRugg This would be a logistical nightmare to keep running.

[BATTS @ledandyestmort]

@annmarie @carlquintanilla Wonder what the purpose of the no mines narrative was then

[BATTS @ledandyestmort]

A must read!

[William Doyle @DoyleWilliamP]

My latest Op-Ed: The Jones Act Waiver Is Reshaping More Than Maritime Transportation— Temporary waivers are creating tax distortions, disadvantaging American operators, and undermining confidence in the merchant marine. Thanks for publishing MarEx. https://t.co/gwhcehgMey

[BATTS @ledandyestmort]

And if the city isn’t aware that this is a possibility, if they lose the lawsuit against fisher island to get rid of the tank farm, you definitely don’t want foreign tankers lightering off our beaches, when there’s an elevated chance of a spill right off of our world class beaches.

@alexjfernandez @MiamiBeachNews @StevenMeiner

[BATTS @ledandyestmort]

LOL, I was in awe when the county approved the sale, there’s no combination of having tankers offshore at anchor and tugs towing barges back and forth from Port Everglades that keeps @PortMiami as the worlds busiest cruise terminal.

I’m sure Miami Beach was thrilled at the prospect of 24/7 lightering ops happening 1 mile offshore at the anchorage. @StevenMeiner

[Thomas Kennedy @tomaskenn]

Miami-Dade officials messed up so badly that the Port of Miami’s fuel depot is in danger of being developed into luxury mansions. Taxpayers could be left holding a bill totaling hundreds of millions of dollars to reverse this mistake that could otherwise cost thousands of jobs.

[Thomas Kennedy @tomaskenn]

Miami-Dade officials messed up so badly that the Port of Miami’s fuel depot is in danger of being developed into luxury mansions. Taxpayers could be left holding a bill totaling hundreds of millions of dollars to reverse this mistake that could otherwise cost thousands of jobs.

[U.S. Navy's Military Sealift Command @MSCSealift]

Congress has amended a law directly affecting the pay of CIVMARs assigned to MSC, resulting in recent lump sum payouts of aggregate pay in deferred earnings accounts, and an increase in base pay for some mariners beginning on their June 5 paycheck. https://t.co/SAXEvabklh

[BATTS @ledandyestmort]

@mercoglianos @JerryHendrixII @POTUS There’s definitely enough slack in the ATB asphalt fleet if that asphalt is coming from who I think it’s is.

[BATTS @ledandyestmort]

@mercoglianos If only there were some on Twitter who knew these things….

[BATTS @ledandyestmort]

@robin_j_brooks 3-4 days? I don’t think so. Then anchorage plus delays not remotely as clean as you think

[BATTS @ledandyestmort]

@Safarnejad_IR Maybe small boats, few oil tankers if any

[BATTS @ledandyestmort]

@wisdomandboats I can only imagine making way with such fouled hulls,

Definitely add some days in the voyage plan for that.

[Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ @mercoglianos]

It is Lianstar IMO 9072692.

[BATTS @ledandyestmort]

The victory laps from the macro tourists are insufferable

[Anas Alhajji @anasalhajji]

⭕️I’m genuinely bewildered.

⭕️If every major player\analyst in the oil business & trading sees shortages ahead and higher prices. Yet they keep complaining about the market’s complacency, who is the complacent one here?

[BATTS @ledandyestmort]

He knows, the spontaneous no mines narrative was odd.

[Yet another commodity guy @tleilax___]

How long to clear 200 Iranian mines from the Strait of Hormuz?

Scenario A : Full coalition, calm waters: 12–18 days
Scenario B : 5th Fleet only, contested: 30–45 days
Scenario C : Smart mines, re-seeding: 60–120 days
Scenario D : Current real-world US MCM posture: 90–180 days

The bottleneck is not the sonar survey. Modern sonars can map the whole strait in days.

It's the neutralization rate.
Best case: ~2 mines/hr per helicopter or ship.
Reality with ROV confirmation + downtime: 3–12 mines/day total force.

And what if Iran uses smart bottom mines with ship-counters?
You need dozen of sweep passes per mine to exhaust the counter settings unless you do minehunting with choppers and understand remote control vehicules.

The US retired its last Bahrain-based Avenger MCM ships Sep 2025.

The MH-53E Sea Dragon Gulf detachment was shut down in Aug 2025.

The LCS MCM package has never operated in contested waters.

A US admiral told USNI last month: "how did we arrive at this point without an effective MCM force?"

[BATTS @ledandyestmort]

@peptidepirate @glp1maxing I think the original Russian studies they all did nasal.

[BATTS @ledandyestmort]

@peptidepirate @glp1maxing Seems to be more fast acting/noticeable imo having done both

[BATTS @ledandyestmort]

@peptidepirate @glp1maxing Prefer nasal for semax selank and pinealon