Monitoring The Situation
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Monitoring High Risk Conflicts, learning with community, Major Updates, with personal frustration & views

X: @MonitoringSitu
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U.S. said two days ago it wouldn’t renew a general license easing Russian oil sanctions, the US Treasury did exactly the opposite: renew it today

(no deal happening soon enough for oil?)

(focus on actions not words they say)
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https://x.com/AnnaEconomist/status/2045341027574170055?s=20

She is Chief US Economist for Bloomberg btw

(no hate she is great but why you post this ?)

mb_ghalibaf account is clearly real, it's not fake lol ? )

Iranian State Media all of them quote this mb_ghalibaf account btw

Also their is no change in tone lol, he just confirmed what iranian media was saying the whole time after FM said SOH is opening

And trusting some random research> FT + other well known accounts?
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(this is twitter fck up tbh, X removed the government-affiliated account checkmark from Iranian accounts for politics and now bbg is getting confused, now they will flash red headlines on terminals based on this misinformation, brace for impact?)
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On "Just 20 minutes before ...(Something something) $760 million bet that oil would go down"blah blah

Some context:
- Why oil moved 20min before? Because Axios pushed a potential deal headline lol (exactly at the same time (not surprising, oil moved on that exact headline like perfectly) here https://t.me/MonitoringSituation/4425
- Also before that trump latest press was very +ve and also iran was also signalling +ve tone (market was expecting some deal or potential de-escalation going into ceasefire deadline/weekend) (again not surprising, so oil open down only that day)
- also keplr data pointed that 24 vessels passed SoH in last 24hrs

(Context matters, headlines are always for engagement farming only)

Full Article: https://www.reuters.com/sustainability/boards-policy-regulation/traders-place-760-million-bet-falling-oil-ahead-hormuz-announcement-2026-04-17
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Iran has partially opened its airspace over the east of the country, the Civil Aviation Organisation has told Tasnim news agency. Some airports have also reopened as of today, 7 am local time (0330 GMT).
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A convoy of tankers seen departing the Gulf and transiting the Strait of Hormuz on Saturday

(But they all are sanctioned or Shadow fleet And we have US blockade in gulf of Oman)

So if iran allowed, US will block them)
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IRAN SAYS CONTROL OF STRAIT OF HORMUZ RETURNED TO PREVIOUS STATE AFTER U.S. CONTINUED THE BLOCKADE: INFINITYHEDGE
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IRAN MILITARY COMMAND SAYS HAS CLOSED HORMUZ AGAIN OVER US BLOCKADE

STRAIT OF HORMUZ WILL REMAIN HEAVILY CONTROLLED IN PREVIOUS STATE UNTIL U.S. ENDS IT'S BLOCKADE
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A ship is currently under attack in the Strait of Hormuz by Iranian gunboats: MartinKelly

It is likely the ship is an Indian Crude Oil tanker (surprising)
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Monitoring The Situation
A ship is currently under attack in the Strait of Hormuz by Iranian gunboats: MartinKelly It is likely the ship is an Indian Crude Oil tanker (surprising)
Update: this ship now going back (it tried to cross SoH without permission so IRGC said NO, some firing happened but not damaged looks like atleast working)
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UKMTO SAYS IT HAS RECEIVED REPORT OF CONTAINER SHIP BEING HIT BY UNKNOWN PROJECTILE WHICH CAUSED DAMAGE TO SOME OF THE CONTAINERS, NO FIRES OR ENVIRONMENT IMPACT
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A U.S. defense official claims the IRGC has conducted at least three attacks on commercial ships in the strait of Hormuz since Saturday morning: Axios
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TRUMP: I DON'T HAVE TIME TO BE DEPRESSED. YOU KNOW, IF YOU STAY BUSY ENOUGH, MAYBE THAT WORKS TOO. THAT'S WHAT I DO
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TRUMP ON IRAN: TO HAVE SOME INFORMATION BY END OF DAY
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TRUMP: THERE IS A REGIME CHANGE NOW IN IRAN. WE ARE TALKING TO THEM, THEY WANTED TO CLOSE THE HORMUZ AGAIN BUT THEY CAN'T BLACKMAIL US. WE WILL HAVE INFORMATION BY THE END OF THE DAY, WE ARE TALKING TO THEM
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The U.S. military is preparing in coming days to board Iran-linked oil tankers and seize commercial ships in international waters, according to U.S. officials, expanding its naval crackdown beyond the Middle East.

The Trump administration’s decision to step up the economic pressure on Tehran is intended to force the regime to re-open the strait and make concessions on its nuclear program, which has been the focus of negotiations between the U.S. and Iran.
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The move, which Caine said would be carried out in part by the U.S. Indo-Pacific Command, will implement a new phase of the U.S. pressure campaign against Tehran, which Trump administration officials have dubbed β€œEconomic Fury.”
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OPERATION ECONOMIC FURY
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Different Prices of Oil
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