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US CENTCOM HAS PREPARED FOR A SHORT WAVE OF STRIKES ON IRAN - AXIOS



President Trump found a way to break oil exports out of their recent plateau. #OOTT

ZmansEnrgyBrain's tweet image. President Trump found a way to break oil exports out of their recent plateau. #OOTT

Gasoline prices surging #oott $es $nq $spy $spx $vix $tlt

US GASOLINE FUTURES EXTEND GAINS, LAST UP OVER 5% TO HIGHEST LEVEL SINCE 2022



Trump rejects Iran’s offer #oott $es $nq $vix

OIL PRICES RISE FOLLOWING TRUMP’S REJECTION OF IRANIAN PROPOSAL ON STRAIT OF HORMUZ; BRENT AND WTI INCREASE APPROXIMATELY 7%



Finally after 2 months we are starting to see US Petroleum stocks draw, and US exports increase, in response to the reduction in Hormuz tanker egress. #OOTT

avionsunantiqu1's tweet image. Finally after 2 months we are starting to see US Petroleum stocks draw, and US exports increase, in response to the reduction in Hormuz tanker egress. #OOTT

#OOTT DNB Carnegie covering on Norwegian Oil companies is ridicoulus. Lost all respect for the oil analyst in DNB. 🤡

olaharaldmoen1's tweet image. #OOTT DNB Carnegie covering on Norwegian Oil companies is ridicoulus. Lost all respect for the oil analyst in DNB. 🤡

Iran-linked tankers that haven't yet been placed under US sanctions continue to move freely in and out of the region. US Treasury's OFAC has slapped sanctions on 397 Iran-linked tankers but there are another 236 we know about which OFAC haven't yet addressed. #OOTT #IranWar


EIA data confirms steady production & sharp draws: Crude -6.234M, Exp. -190K Gasoline -6.075M Distillates -4.494M Cushing -796K #OOTT #COM #oil #gas

Despite substantially higher oil prices, US rig count hits fresh lows at 407, down sharply from pre-2022 levels & flat since the 2026 conflict.. volumes to cover global disruptions are increasingly being met by inventory draws rather than new production growth.. #OOTT #COM #oil

LukeyTrags's tweet image. Despite substantially higher oil prices, US rig count hits fresh lows at 407, down sharply from pre-2022 levels & flat since the 2026 conflict.. volumes to cover global disruptions are increasingly being met by inventory draws rather than new production growth.. #OOTT #COM #oil


Solid Oil Tael Maalish.com Mazaa Aaaya Doston? Monday ko Chart Bhi Dia Thha #OIL #WTI #OOTT #PSX #KSE #KSE100 #KSE100IDEX


Goldman on oil #oott #iran

CRUDEOIL231's tweet image. Goldman on oil

#oott #iran
CRUDEOIL231's tweet image. Goldman on oil

#oott #iran

US air travel (TSA total traveler throughput in million passengers - 7 day average) 7-day average 5.2% above 2019 level #OOTT

staunovo's tweet image. US air travel (TSA total traveler throughput in million passengers - 7 day average)  7-day average 5.2% above 2019 level  #OOTT

Inventories in deep negative #OIL #OOTT

🔴 EIA Crude Oil Inventories Actual -6.234M (Forecast -0.19M, Previous 1.925M) EIA Gasoline Inventories Actual -6.075M (Forecast -2.785M, Previous -4.570M) EIA Distillate Inventories Actual -4.494M (Forecast -2.15M, Previous -3.427M) EIA Crude Cushing Inventories Actual



US implied oil demand (product supplied) rose by 1.433mbpd w/w to 21.131mbpd last week w/w in kbpd gasoline +49 jet fuel +182 distillate +82 residual fuel oil +481 propane/propylene +293 other oils +346 EIA #oott


I’m well aware that in today’s world, these things don’t seem to matter much anymore. Still, there might still be a few idiots out there who still have a soft spot for math. #oott #iran

CRUDEOIL231's tweet image. I’m well aware that in today’s world, these things don’t seem to matter much anymore. 

Still, there might still be a few idiots out there who still have a soft spot for math.

#oott #iran
CRUDEOIL231's tweet image. I’m well aware that in today’s world, these things don’t seem to matter much anymore. 

Still, there might still be a few idiots out there who still have a soft spot for math.

#oott #iran

Iranian oil exports: Still reliant on Kharg and the trend is downward. A sharper decline is expected in May. #oott #iran

CRUDEOIL231's tweet image. Iranian oil exports: Still reliant on Kharg and the trend is downward. A sharper decline is expected in May.

#oott #iran

Dissolve OPEC and let the countries pump as much as they want. Usher in the age of cheap energy with excess supply! UAE leading the way 🚀 #oott $es $nq $spy $spx $uso $xle


The problem w/ stiking Iran is that they strike back by hitting oil & gas infrastructure in the region. We are already looking at long term supply damage that will take more than a year to repair. #OOTT #iranwar

SheDrills's tweet image. The problem w/ stiking Iran is that they strike back by hitting oil & gas infrastructure in the region. We are already looking at long term supply damage that will take more than a year to repair. #OOTT #iranwar

🚨 CENTCOM HAS PREPARED FOR SHORT WAVE OF STRIKES ON IRAN



U.S. Central Command (CENTCOM) has prepared a plan for a "short and powerful" wave of strikes on Iran in hopes of breaking the negotiating deadlock: Axios (US state media) #OOTT #Nifty

MktPulseIndia's tweet image. U.S. Central Command (CENTCOM) has prepared a plan for a "short and powerful" wave of strikes on Iran in hopes of breaking the negotiating deadlock: Axios (US state media)

#OOTT #Nifty

🛢️🚀 - Wednesday Oil Explainer - Brent +7% Three key inflection points and prices only going one way. #oott #iran #hormuz

commoditycurate's tweet image. 🛢️🚀 - Wednesday Oil Explainer - Brent +7%

Three key inflection points and prices only going one way. 

#oott #iran #hormuz

Solid Oil Tael Maalish.com Mazaa Aaaya Doston? Monday ko Chart Bhi Dia Thha #OIL #WTI #OOTT #PSX #KSE #KSE100 #KSE100IDEX


Brent June contract at $118 per barrel. Front month will drop when June rolls into July, but still...#OOTT


Solid Oil Tael Maalish.com Mazaa Aaaya Doston? Monday ko Chart Bhi Dia Thha #OIL #WTI #OOTT #PSX #KSE #KSE100 #KSE100IDEX

BUY CALL IN #OIL #WTI UPDATED IN PREMIUM BROADCAST GROUP #OOTT #PSX #KSE #KSE100 #KSE100IDEX



MARKET ALERT: IRAN BLOCKADE SPIKES PRICES 🇮🇷 CRUDE OIL SURGED TO $119 PER BARREL FOLLOWING REPORTS OF AN EXTENDED IRAN BLOCKADE. THIS ESCALATION IS FUELING SIGNIFICANT MARKET VOLATILITY AND ECONOMIC INSTABILITY CONCERNS GLOBALLY. 📉⚠️ #OOTT #OIL


Petrodollar market share diminishing. #oott

IRAN has reportedly banned the use of the US dollar and Chinese yuan for transit tolls in the Strait of Hormuz. Tolls must now be paid only in Iranian rials, signaling a major policy shift. “No more dollars, no more yuan,” lawmakers say. Iran’s parliament has moved forward with a

Irantimes01's tweet image. IRAN has reportedly banned the use of the US dollar and Chinese yuan for transit tolls in the Strait of Hormuz.
Tolls must now be paid only in Iranian rials, signaling a major policy shift.
“No more dollars, no more yuan,” lawmakers say.
Iran’s parliament has moved forward with a


S&P: CONTINUE TO EXPECT ELEVATED GEOPOLITICAL RISK TO EXTEND INTO 2027 || EVEN IF STRAIT OF HORMUZ FULLY REOPENS, OIL FLOWS ARE LIKELY TO RECOVER ONLY GRADUALLY #OOTT


S&P:PRICE INCREASES REFLECT MORE PERSISTENT OIL SUPPLY DISRUPTIONS, ELEVATED GEOPOLITICAL RISK PREMIUMS AS U.S.-IRAN PEACE TALKS REMAIN AT STANDSTILL #OOTT


S&P: WEST TEXAS INTERMEDIATE & BRENT CRUDE OIL PRICE ASSUMPTIONS FOR 2028 AND BEYOND ARE UNCHANGED S&P: IN OUR VIEW, WTI & BRENT PRICE WILL NEED TO RISE FURTHER OR REMAIN ELEVATED FOR PROLONGED PERIOD TO CURTAIL DEMAND & IMPROVE MARKET BALANCES #OOTT


S&P: RAISED WEST TEXAS INTERMEDIATE & BRENT CRUDE OIL PRICE ASSUMPTIONS BY $15 PER BARREL (/BBL) FOR REMAINDER OF 2026 & BY $5/BBL FOR 2027 #OOTT


MY LATEST: 🤝Chevron CEO Mike Wirth was amongst energy execs to meet President Trump on Tuesday 🇮🇷Discussed limiting fallout of higher #oil prices as result of #Iran blockade 🛢️Traders seem to have taken it as a sign it will be prolonged #OOTT MORE: bbc.co.uk/news/articles/…

jonathanjosephs's tweet image. MY LATEST:

🤝Chevron CEO Mike Wirth was amongst energy execs to meet President Trump on Tuesday

🇮🇷Discussed limiting fallout of higher #oil prices as result of #Iran blockade

🛢️Traders seem to have taken it as a sign it will be prolonged

#OOTT 
MORE:
bbc.co.uk/news/articles/…

Crude Oil Brent Jun '26 (CBM26) +$119/bbl #OOTT #oil

EnergyPulseHQ's tweet image. Crude Oil Brent Jun '26 (CBM26) +$119/bbl
#OOTT #oil

EIA: US Crude Oil Inventories Crashing. Even with a huge 7 million bbl SPR Crude inventory release! Total Stocks (Including SPR) down over 24 million bbls! With summer driving season right around the corner things could get wild. Oil price surging! #oott #doe #OilShock #oil

EIA inventory moves 04/29/26 Crude -6.2 million (still 1% above 5yr avg) Gasoline -6.1 million Distillates -4.5 million (11% below 5yr avg) #oott #crudeoil #EIAWPSR #SofH



#OOTT DNB Carnegie covering on Norwegian Oil companies is ridicoulus. Lost all respect for the oil analyst in DNB. 🤡

olaharaldmoen1's tweet image. #OOTT DNB Carnegie covering on Norwegian Oil companies is ridicoulus. Lost all respect for the oil analyst in DNB. 🤡

With financial trading volumes now 80x larger than physical consumption and OPEC's declining impact on prices, UAE's choice for independence can turn their @ICE_Markets Murban contract into a dominant regional benchmark with the focus on impacting the paper markets. #oott #UAE

IliaBouchouev's tweet image. With financial trading volumes now 80x larger than physical consumption and OPEC's declining impact on prices, UAE's choice for independence can turn their @ICE_Markets Murban contract into a dominant regional benchmark with the focus on impacting the paper markets.

#oott #UAE

Goldman on oil #oott #iran

CRUDEOIL231's tweet image. Goldman on oil

#oott #iran
CRUDEOIL231's tweet image. Goldman on oil

#oott #iran

This is really all we need to know. The clock is ticking, and the window of opportunity to stop this train from hitting a brick wall is almost closed. Once we pass mid-April, we’re looking at a total catastrophe. #oott #iran

CRUDEOIL231's tweet image. This is really all we need to know. 

The clock is ticking, and the window of opportunity to stop this train from hitting a brick wall is almost closed. 

Once we pass mid-April, we’re looking at a total catastrophe.

#oott #iran

Goldman on oil #oott #iran

CRUDEOIL231's tweet image. Goldman on oil

#oott #iran

I’m well aware that in today’s world, these things don’t seem to matter much anymore. Still, there might still be a few idiots out there who still have a soft spot for math. #oott #iran

CRUDEOIL231's tweet image. I’m well aware that in today’s world, these things don’t seem to matter much anymore. 

Still, there might still be a few idiots out there who still have a soft spot for math.

#oott #iran
CRUDEOIL231's tweet image. I’m well aware that in today’s world, these things don’t seem to matter much anymore. 

Still, there might still be a few idiots out there who still have a soft spot for math.

#oott #iran

Holy shit... #oott #iran

CRUDEOIL231's tweet image. Holy shit...

#oott #iran

Seeing it this clearly, I get where the oil bulls are coming from with their frustrations. That said, a lot of them don't actually understand the underlying mechanics of the North Sea. At the end of the day, physics will prevail—it’s just a matter of time and sequence. #oott

CRUDEOIL231's tweet image. Seeing it this clearly, I get where the oil bulls are coming from with their frustrations. 

That said, a lot of them don't actually understand the underlying mechanics of the North Sea. 

At the end of the day, physics will prevail—it’s just a matter of time and sequence.

#oott

Oil and gas infrastructure impact via JPM #oott #iran

CRUDEOIL231's tweet image. Oil and gas infrastructure impact via JPM

#oott #iran

RBC Capital Markets on UAE Exit Strategy #oott #iran

CRUDEOIL231's tweet image. RBC Capital Markets on UAE Exit Strategy

#oott #iran

While oil is up 6% today, remember that its remains in the lower end of its long-term cycle, once adjusted for money supply. Oil is still far from expensive. #OOTT $XLE

ValueSeeker_'s tweet image. While oil is up 6% today, remember that its remains in the lower end of its long-term cycle, once adjusted for money supply.

Oil is still far from expensive.

#OOTT $XLE

RBC Capital Markets on Iran #oott #iran

CRUDEOIL231's tweet image. RBC Capital Markets on Iran

#oott #iran
CRUDEOIL231's tweet image. RBC Capital Markets on Iran

#oott #iran

President Trump found a way to break oil exports out of their recent plateau. #OOTT

ZmansEnrgyBrain's tweet image. President Trump found a way to break oil exports out of their recent plateau. #OOTT

JPM on oil #oott #iran

CRUDEOIL231's tweet image. JPM on oil

#oott #iran
CRUDEOIL231's tweet image. JPM on oil

#oott #iran

Iranian oil exports: Still reliant on Kharg and the trend is downward. A sharper decline is expected in May. #oott #iran

CRUDEOIL231's tweet image. Iranian oil exports: Still reliant on Kharg and the trend is downward. A sharper decline is expected in May.

#oott #iran

The markets were in denial today but the risk profile is clear. #OOTT

SheDrills's tweet image. The markets were in denial today but the risk profile is clear. #OOTT

Check any source you want—there’s no tankers heading into the SoH. We’re looking at over 10mb/d crude still offline. This cumulative loss is gonna start redlining the whole system pretty soon. The massive global onshore inventory draw has already kicked off. #oott #iran

CRUDEOIL231's tweet image. Check any source you want—there’s no tankers heading into the SoH. We’re looking at over 10mb/d crude still offline. 

This cumulative loss is gonna start redlining the whole system pretty soon. The massive global onshore inventory draw has already kicked off. 

#oott #iran

It’s so reassuring to see the world overflowing with oil. What am I talking about? Well, only the good ppl can see it. If you can't see the oil, I guess you're just not one of them :) #oott #iran

CRUDEOIL231's tweet image. It’s so reassuring to see the world overflowing with oil. What am I talking about? 

Well, only the good ppl can see it. If you can't see the oil, I guess you're just not one of them :)

#oott #iran

JPM on oil #oott #iran

CRUDEOIL231's tweet image. JPM on oil

#oott #iran
CRUDEOIL231's tweet image. JPM on oil

#oott #iran
CRUDEOIL231's tweet image. JPM on oil

#oott #iran

The US Office of Foreign Assets Control (OFAC) has JUST slapped sanctions on nine tankers which mostly transport Russian oil. home.treasury.gov/news/press-rel… tankertrackers.com/report/sanctio… (click on the US flag twice) #OOTT #Tankers

TankerTrackers's tweet image. The US Office of Foreign Assets Control (OFAC) has JUST slapped sanctions on nine tankers which mostly transport Russian oil.

home.treasury.gov/news/press-rel…

tankertrackers.com/report/sanctio… (click on the US flag twice)

#OOTT #Tankers

A National Iranian VLCC supertanker departed Iran in late March 2026 and swam on over to the Riau Archipelago where she transferred her 2 million barrels of crude oil to another VLCC. She then returned home via the blockade line. She’ll reach Kharg Island tomorrow. #OOTT

TankerTrackers's tweet image. A National Iranian VLCC supertanker departed Iran in late March 2026 and swam on over to the Riau Archipelago where she transferred her 2 million barrels of crude oil to another VLCC. She then returned home via the blockade line. She’ll reach Kharg Island tomorrow. #OOTT

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