Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$BATL $OXY $XOM $COP $CVX | Analysts projected $60 oil just months ago, but WTI now trades near $85 as the Hormuz crisis threatens 20M bpd of global supply.
With storage nearing capacity and production shutting in, a prolonged blockade could push prices to $130 or higher by Q2.
With storage nearing capacity and production shutting in, a prolonged blockade could push prices to $130 or higher by Q2.
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$RDW: ALTIUS two solar panels were deployed successfully during testing, a critical step in preparing it for life in orbit.
Redwire is a prime contractor for the European Space Agency satellite that will monitor ozone and other trace gases in the atmosphere.
The deployment test verified that the panels unfold smoothly from their stowed launch configuration and lock securely into place, ensuring structural stability and optimal orientation toward the Sun.
Redwire is a prime contractor for the European Space Agency satellite that will monitor ozone and other trace gases in the atmosphere.
The deployment test verified that the panels unfold smoothly from their stowed launch configuration and lock securely into place, ensuring structural stability and optimal orientation toward the Sun.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
$BATL $OXY $XOM $COP $CVX | CBS News reports U.S. intelligence is seeing signs Iran is preparing to mine the Strait of Hormuz. With over 5,000 mines in Tehran's arsenal, U.S. forces are preemptively striking mine laying vessels to prevent a total shutdown…
Other interesting names aside from $KRKNF, $CODA:
$OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers).
$MIND - Side-scan sonars for mines
$NORBT - Wideband Multibeam Sonars
$HII - REMUS 100, 300, and 600 for mine clearance operations.
$GD - Bluefin Robotics Knifefish UUV for buried mines in cluttered underwater
$BA - Archerfish, an autonomous, expendable mine neutralizer
$SAABF - Sea Wasp for navigate up to naval mines and IEDs and place explosive charges next to them
$TDY - Gavia AUV for minehunting, SeaBotix ROVs, and the high-end RESON sonars
$NSANY - Synthetic Aperture Sonar
$NOC - AN/AQS-24B/C for minehunting
$OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers).
$MIND - Side-scan sonars for mines
$NORBT - Wideband Multibeam Sonars
$HII - REMUS 100, 300, and 600 for mine clearance operations.
$GD - Bluefin Robotics Knifefish UUV for buried mines in cluttered underwater
$BA - Archerfish, an autonomous, expendable mine neutralizer
$SAABF - Sea Wasp for navigate up to naval mines and IEDs and place explosive charges next to them
$TDY - Gavia AUV for minehunting, SeaBotix ROVs, and the high-end RESON sonars
$NSANY - Synthetic Aperture Sonar
$NOC - AN/AQS-24B/C for minehunting
✍1
🇨🇭 Global One SI - Prompt
Is X Money coming for them all?
Elon Musk's new payment system is going live next month.
Energy: +25% YTD
Every other sector in 2026? 📉
While Tech, Financials, and Services bleed out, #Energy is the only thing keeping the market honest.
Oil isn't dead
It's carrying the whole show🛢️
Every other sector in 2026? 📉
While Tech, Financials, and Services bleed out, #Energy is the only thing keeping the market honest.
Oil isn't dead
It's carrying the whole show🛢️
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 G7 emergency meeting on the energy crisis.
IEA reserve release decision expected Wednesday.
Here's why it won't be enough 🧵
The numbers look big on paper:
🔵 G7 holds ~1.1 billion barrels in reserve
🔵 US alone: ~450mb
🔵 #Japan has 109 days of import cover
But context is everything.
In 2022 (#Russia/Ukraine), the US released 180mb over 6 months. If G7 doubles that effort this time, 360mb total over 6 months, that's 2mb/day hitting markets.
The Strait of Hormuz gap? 13-15mb/day.
#UAE & Saudi have rerouted 5-7mb/day via land pipelines.
Helpful but not enough.
#oott
IEA reserve release decision expected Wednesday.
Here's why it won't be enough 🧵
The numbers look big on paper:
🔵 G7 holds ~1.1 billion barrels in reserve
🔵 US alone: ~450mb
🔵 #Japan has 109 days of import cover
But context is everything.
In 2022 (#Russia/Ukraine), the US released 180mb over 6 months. If G7 doubles that effort this time, 360mb total over 6 months, that's 2mb/day hitting markets.
The Strait of Hormuz gap? 13-15mb/day.
#UAE & Saudi have rerouted 5-7mb/day via land pipelines.
Helpful but not enough.
#oott
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🚨 Iran is mining the Strait of Hormuz
A few dozen confirmed so far.
But analysts say Iran has thousands in reserve enough to turn the world's most critical oil chokepoint into a maritime death trap.
Clearing it? Months. (Maybe longer) And that's assuming nobody's shooting.
20% of global oil supply flows through that strait daily
A few dozen confirmed so far.
But analysts say Iran has thousands in reserve enough to turn the world's most critical oil chokepoint into a maritime death trap.
Clearing it? Months. (Maybe longer) And that's assuming nobody's shooting.
20% of global oil supply flows through that strait daily
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚢Strait of Hormuz tanker transit calls 📉
Not slowing down... 0
For 14 months this line bounced between 30-75 transits.
Normal chaos, normal flow.
Then February 2026, straight down.
20mb/day used to flow through here.
G7 reserves can only plug 2mb/day of that gap.
The math was already brutal.
Now look at this chart and tell me markets have priced this in.
If this stays near 0 for another 2-3 weeks:
⚠️ Crude goes parabolic
⚠️ Equities reprice hard
⚠️ Bond markets feel it too
Not slowing down... 0
For 14 months this line bounced between 30-75 transits.
Normal chaos, normal flow.
Then February 2026, straight down.
20mb/day used to flow through here.
G7 reserves can only plug 2mb/day of that gap.
The math was already brutal.
Now look at this chart and tell me markets have priced this in.
If this stays near 0 for another 2-3 weeks:
⚠️ Crude goes parabolic
⚠️ Equities reprice hard
⚠️ Bond markets feel it too
The world's largest economies in 2026.
(Projected Pre Iranian crisis)
🇺🇸 $31.8T
🇨🇳 $20.7T
🇩🇪 $5.3T
Now look closer at who's most exposed to a closed Strait of Hormuz:
🇯🇵 #Japan $4.4T 109 days of reserves but imports nearly everything
🇨🇳 #China $20.7T 54% of crude from the Middle East
🇩🇪 #Germany $5.3T already energy-scarred from 2022 🇰🇷 South Korea $1.9T almost zero domestic energy production
🇮🇳 #India $4.5T quietly one of the most vulnerable
The US at $31.8T has the reserves, the pipelines, and domestic production.
Everyone else is playing defense.
A Hormuz shutdown is a GDP story
(Projected Pre Iranian crisis)
🇺🇸 $31.8T
🇨🇳 $20.7T
🇩🇪 $5.3T
Now look closer at who's most exposed to a closed Strait of Hormuz:
🇯🇵 #Japan $4.4T 109 days of reserves but imports nearly everything
🇨🇳 #China $20.7T 54% of crude from the Middle East
🇩🇪 #Germany $5.3T already energy-scarred from 2022 🇰🇷 South Korea $1.9T almost zero domestic energy production
🇮🇳 #India $4.5T quietly one of the most vulnerable
The US at $31.8T has the reserves, the pipelines, and domestic production.
Everyone else is playing defense.
A Hormuz shutdown is a GDP story
H.C. Wainwright raises $TEM Tempus AI price target to $95 following an expanded Merck $MRK partnership.
The deal leverages the Lens AI platform for oncology research, with analysts seeing 81% upside as Tempus AI scales its curated data segment.
The deal leverages the Lens AI platform for oncology research, with analysts seeing 81% upside as Tempus AI scales its curated data segment.