Israel & the US are the losers in the Middle East conflict & Iran is the winner

Israel has no way to win or get out

Iran controls the conflict & will expand its regional influence.

WHY ISRAEL IS IN DEEP TROUBLE: JOHN MEARSHEIMER

LINK👇
youtube.com/watch?v=kAfIYt…

#geopolitics

'Energy inflation is poised to rise...The Venezuelan military is acting like it intends to invade Guyana.

'A spike in oil prices to over $100 is well within reason if there is a conflict in either Guyana or in the Middle East.'
--John Mauldin
mauldineconomics.com/frontlinethoug…
#energy

Blaming is infantile behavior NOfP-X

Your focus is so narrow that you don't see that getting off of oil will result in more short-term death & human suffering than will climate change Caleb Hayes

I'm not arguing in favor of oil, just suggesting a broader view to avoid mindless reductionism

LINK👇

Red Sea shipping is down 57% compared to one year ago.

#geopolitics #politics #PoliticsToday

'Inflation is returning to the pre-COVID status quo where it ran 1‒2% no matter what the Fed did.

'This is the growth-suppressing effect of excessive debt, which is growing steadily more excessive.'
--John Mauldin
mauldineconomics.com/frontlinethoug…
#economy #EconomyNews #econtwitter

Update

It now appears that the M/T Wind was carrying Russian & Venezuelan oil.

It was attacked in the Red Sea presumably by Houthis. The motive is unclear.

#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities
#geopolitics #politics #PoliticsToday

What, me worry?

Global debt averaged 220% of GDP in 2022

#economy #EconomyNews #econtwitter #EconomyMonetary #inflation

U.S. oil production suspiciously unchanged at 13.1 mmb/d for 2 months

Refinery intakes recovered to 16.3 mmb/d as maintenance season ends
#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

'Fragmentation is a fact.

'Qatari LNG is now mostly going to Asia—and Russian LNG is going to Europe. U.S. LNG is going to both places.'
oilprice.com/Energy/Natural…
#energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas

The rule raised the royalty rates from 12.5 to 16.7%, and bonding requirements from $10,000 to $150,000.

spglobal.com/commodityinsig…
#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

No FissionVoice

Look at the diesel consumption chart I posted earlier.

It suggests the US economy is weak and running on fumes from government spending

#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

Houthis have gone rogue & attacked a tanker carrying Iranian oil to China.

Could they threaten Strait of Hormuz?

#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities
#geopolitcs

“Gantz said the war in Gaza must end by June 8 and a template for the future territory must be established thereafter.”

gbnews.com/news/world/ben…

#geopolitics

And yet, global emissions continue to increase because new additions are a zero-rounding error compared to total consumption Jason Hickel

This is typical of Ember ‘s self-promoting selective reporting

It’s time to get honest about the human predicament

#energy

U.S. jet fuel consumption has been more than the 5-year average since March 2023
#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

U.S. gasoline consumption moved back above its 5-year average in March 2024
but has been decreasing toward its 5-year average for the last 3 weeks
#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

U.S. diesel consumption has been less than its 5-year average 84% of the time since April 2022
#energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities

'Mexican state energy company Pemex started sending 16,300 BARRELS PER DAY (BPD) OF CRUDE OIL TO its new Olmeca refinery this week'

This is wrong Stefanie Eschenbacher . 16,300 b/d is U.S. crude oil refinery intake, not Mexico.

reuters.com/business/energ…
#energy #OOTT #oilandgas #WTI