🛢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
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🇨🇭 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
Media is too big
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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.
$RDW
Redwire today announced that NASA has awarded the company an additional $4 million to support new drug development investigations on the International Space Station (ISS) using Redwire’s Pharmaceutical In-space Laboratory (PIL-BOX) technology.
"By supporting partners such as Aspera, Bristol Myers Squibb, Eli Lilly and Company, ExesaLibero Pharma, Purdue University, and Butler University, Redwire is helping drive a new era of biotechnology where microgravity unlocks insights that can improve treatments for some of the world’s most challenging diseases."
This additional funding expands an existing task order under a $25 million, five-year indefinite-delivery/indefinite-quantity contract through NASA’s In Space Production Applications (InSPA) program.
Redwire today announced that NASA has awarded the company an additional $4 million to support new drug development investigations on the International Space Station (ISS) using Redwire’s Pharmaceutical In-space Laboratory (PIL-BOX) technology.
"By supporting partners such as Aspera, Bristol Myers Squibb, Eli Lilly and Company, ExesaLibero Pharma, Purdue University, and Butler University, Redwire is helping drive a new era of biotechnology where microgravity unlocks insights that can improve treatments for some of the world’s most challenging diseases."
This additional funding expands an existing task order under a $25 million, five-year indefinite-delivery/indefinite-quantity contract through NASA’s In Space Production Applications (InSPA) program.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🇪🇺 Von der Leyen: "Returning to Russian fossil fuels would be a strategic blunder"
Interesting timing.
Because the alternative right now is:
❌ Hormuz effectively shut
❌ Iranian oil sanctioned
❌ Venezuelan oil , not enought
❌ G7 reserves covers 2mb/day of a 13-15mb/day gap
Europe's GDP is bleeding
All staring at an #energy crisis with no clean exit.
#Russia is sitting right there.
Pipeline intact.
Supply ready.
Saying "no" is a values statement.
But someone's going to have to explain that to european industry when the bills arrive.
Easy to hold the line when the pain is theoretical.
We're about to find out how unified Europe really is🧵
#oott #natgas #LNG
Interesting timing.
Because the alternative right now is:
❌ Hormuz effectively shut
❌ Iranian oil sanctioned
❌ Venezuelan oil , not enought
❌ G7 reserves covers 2mb/day of a 13-15mb/day gap
Europe's GDP is bleeding
All staring at an #energy crisis with no clean exit.
#Russia is sitting right there.
Pipeline intact.
Supply ready.
Saying "no" is a values statement.
But someone's going to have to explain that to european industry when the bills arrive.
Easy to hold the line when the pain is theoretical.
We're about to find out how unified Europe really is🧵
#oott #natgas #LNG