Mario has chosen the best person to talk to! ๐ข๏ธ When we talk about tankers, sanctions, and crude oil flows at sea, the analysis done by Samir Madani and the team at https://t.co/QQJ9vl51Ap reveals what others try to hide. Top-tier expertise! #OOTT#Energy
๐ฎ๐ท Something extraordinary is happening in the Strait of Hormuz
Iran is still attacking ships, yet roughly 10.3 MILLION barrels of crude oil per day now appear to be making it through
At the same time, according to TankerTrackers founder Samir Madani, Iran's own major crude exports have effectively collapsed.
So how the hell is everyone else's oil getting out?
An entire โArab dark fleetโ has emerged: more than 100 tankers operating largely without AIS, shuttling oil from Gulf ports into the Gulf of Oman.
There, they transfer their cargo at sea to other tankers unwilling to risk entering Hormuz themselves.
And the money being made is INSANE!!
A tanker that might previously have cost around $50,000 a day to charter can now command roughly $1.25 MILLION A DAY.
Meanwhile, Samir says satellite imagery shows essentially no major Iranian crude loading activity at Kharg Island.
Before the war, Iran was exporting around 1.6 million barrels of crude per day.
Today, Samir says Iran can still move smaller quantities of refined products and LPG through alternative routes.
But the crude?
โThereโs nothing happening right now in Iran. Itโs just flat.โ
That leaves us with one of the strangest realities of the Hormuz war:
Iran can threaten the world's most important oil chokepoint.
But right now, the oil still flowing through it largely belongs to everyone else.
@EdgeCGroup > Boasting "30 years of experience" is a diagnosis, not a flexโespecially when the article is the only stupid thing here. The world changed, tools are new. If your only asset is an outdated strategy, stay stuck in the past while the world makes money on change.
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@SlavicNetworks What a load of clickbait bullshit! The guy cooked up an apocalyptic soap opera so terrified people . Cheap trash to farm likes. Pure idiocy! Enough with this endless WW3 fearmongering and selling fog every time someone begs for attention!
@cryptorover Interest rates don't drill oil wells or fill tankers. As long as oil remains the main driver of inflation, raising rates is just for show. Making the right decisions actually requires a decent IQ, but at the Fed and Walsh, they seem to skip that little detail
@GrindeOptions When Walsh starts talking, Wall Street is going to breakdance! ๐ข Charts up and down, nerves on edge, and everyone just counting points. Whoever survives, tells the tale! ๐๐ #WallStreet#Market#Trading
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@BullTheoryio "The difference between the morons running Iran is that they simply don't give a damn about their own people, unlike the rest of the world."
@amitisinvesting Warsh > How would they not know... The guy is a financial analyst and their spokesperson, always speaking right after the Fed's decision... everyone blames him when the market drops or rises after the speech, and the guy is just delivering the news.
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