Henry Freight Analyst (@henrydatageek) 's Twitter Profile
Henry Freight Analyst

@henrydatageek

Chief Freight Analyst | Outdoors Enthusiast ๐ŸŒฒ | Data-Driven ๐Ÿ“Š | All views are my own

ID: 1664387918558040064

calendar_today01-06-2023 21:46:18

192 Tweet

46 Followers

154 Following

DECK TV (@decktvcom) 's Twitter Profile Photo

The Japan-linked VLCC Idemitsu Maru has put Hormuz back in focus. Carrying about 2 million barrels of Saudi crude, it became the first Japan-linked crude tanker to cross the Strait of Hormuz since the conflict began. Japan depends heavily on Middle East oil, so it's not just a

The Japan-linked VLCC Idemitsu Maru has put Hormuz back in focus.

Carrying about 2 million barrels of Saudi crude, it became the first Japan-linked crude tanker to cross the Strait of Hormuz since the conflict began.

Japan depends heavily on Middle East oil, so it's not just a
OilPrice.com (@oilandenergy) 's Twitter Profile Photo

Daily Double: Credit default swaps. mRNA vaccines. The Strait of Hormuz. What are niche topics I wish I didn't know so much about?

Dario Perkins (@darioperkins) 's Twitter Profile Photo

I'd feel much more comfortable "looking through" this energy crisis if shipping was flowing again through the Strait - even if we would still face months of choas - but even the FLOW hasn't resumed. This is becoming an intractable mess

DECK TV (@decktvcom) 's Twitter Profile Photo

U.S. is now looking for support for a new Maritime Freedom Construct that will make it safer for ships to pass through the Strait of Hormuz again. The plan isn't just for warships. It also includes sharing information, enforcing sanctions, diplomacy, and coordinating traffic in

U.S. is now looking for support for a new Maritime Freedom Construct that will make it safer for ships to pass through the Strait of Hormuz again.

The plan isn't just for warships. It also includes sharing information, enforcing sanctions, diplomacy, and coordinating traffic in
OilPrice.com (@oilandenergy) 's Twitter Profile Photo

Global jet fuel shipments have fallen to a record low below 2.3M tonnes, threatening airline supply chains. UK carriers warn of just 5โ€“6 weeks of fuel, raising risks of flight cuts and higher fares. #JetFuel #EnergyCrisis #Aviation oilprice.com/Energy/Energy-โ€ฆ

SupplyChain24/7 (@supplychain247) 's Twitter Profile Photo

Fordham professor Sarah Jinhui Wu explains how rising tensions with Iran could disrupt shipping routes, energy markets and global supply chains. f.mtr.cool/hmtvmpntze

John Redwood (@johnredwood) 's Twitter Profile Photo

Why the government delay getting out more of our own oil and gas? The extra tax home oil and gas brings could allow affordable energy tax cuts to help consumers. No early resolution of the oil and gas blockages in the Middle East makes import reliance dangerous .

Eric Priante Martin (@ericmartintw) 's Twitter Profile Photo

The US Treasury Department is highlighting the sanctions risk of paying Iranโ€™s Hormuz toll. Treasury Department tradewindsnews.com/tankers/us-warโ€ฆ

Nic (@nicrypto) 's Twitter Profile Photo

Airlines have never before planned around fuel availability - only price. That changed this week. Global airlines cut 2 million seats from May schedules in the past two weeks alone. Lufthansa cancelled 20,000 flights through October. Singapore and Tokyo asked carriers not to

Airlines have never before planned around fuel availability - only price.

That changed this week.

Global airlines cut 2 million seats from May schedules in the past two weeks alone. 

Lufthansa cancelled 20,000 flights through October. Singapore and Tokyo asked carriers not to
SupplyChain24/7 (@supplychain247) 's Twitter Profile Photo

A new Allianz report says the most likely โ€œblack swanโ€ risk facing businesses is a geopolitical conflict that shuts down global supply chains. f.mtr.cool/vfhrpjovvh

Ayesha Tariq, CFA (@ayeshatariq) 's Twitter Profile Photo

Middle-East petrochemicals are halted due to lack of shipping through the Strait of Hormuz; >50% of capacity has reported damage. Asia utilization dropped below 70% (under the 80% uneconomic mark) due to loss of Mid-East feedstock. The US is running at the highest rate since

Middle-East petrochemicals are halted due to lack of shipping through the Strait of Hormuz; >50% of capacity has reported damage. 

Asia utilization dropped below 70% (under the 80% uneconomic mark) due to loss of Mid-East feedstock. 

The US is running at the highest rate since
Argus Media (@argusmedia) 's Twitter Profile Photo

๐Ÿ“ฃ ๐—ก๐—ฒ๐˜„๐˜€ ๐—ฆ๐˜๐—ผ๐—ฟ๐˜†: ๐—ง๐—ฟ๐˜‚๐—บ๐—ฝ ๐—›๐—ผ๐—ฟ๐—บ๐˜‚๐˜‡ ๐—ผ๐—ฟ๐—ฑ๐—ฒ๐—ฟ ๐—ณ๐—ฎ๐—ถ๐—น๐˜€ ๐˜๐—ผ ๐—ฑ๐—ฟ๐—ผ๐—ฝ ๐˜€๐—ต๐—ถ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด ๐—ฟ๐—ถ๐˜€๐—ธ Shipping associations warn that risks to shipping in the strait of Hormuz remain elevated despite the US' announcement that it is restoring commercial traffic through

๐Ÿ“ฃ ๐—ก๐—ฒ๐˜„๐˜€ ๐—ฆ๐˜๐—ผ๐—ฟ๐˜†: ๐—ง๐—ฟ๐˜‚๐—บ๐—ฝ ๐—›๐—ผ๐—ฟ๐—บ๐˜‚๐˜‡ ๐—ผ๐—ฟ๐—ฑ๐—ฒ๐—ฟ ๐—ณ๐—ฎ๐—ถ๐—น๐˜€ ๐˜๐—ผ ๐—ฑ๐—ฟ๐—ผ๐—ฝ ๐˜€๐—ต๐—ถ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด ๐—ฟ๐—ถ๐˜€๐—ธ

Shipping associations warn that risks to shipping in the strait of Hormuz remain elevated despite the US' announcement that it is restoring commercial traffic through
OilPrice.com (@oilandenergy) 's Twitter Profile Photo

U.S. crude exports have hit record levels at 5.2M bpd, acting as the global supply of last resort, but inventory drawdowns are tightening domestic balances and raising long-term risks. #Oil #EnergyMarkets #OOTT #Geopolitics oilprice.com/Energy/Crude-Oโ€ฆ

Windward (@windwardai) 's Twitter Profile Photo

GPS jamming in the Strait of Hormuz is rising and the tactics are evolving. Post-ceasefire patterns are becoming more diverse and dispersed. As shown in the video, new jamming typologies identified by Windward's Multi-Source Intelligence make it impossible to verify a vesselโ€™s

Windward (@windwardai) 's Twitter Profile Photo

The Strait of Hormuz is going invisible. While AIS transits have dropped to almost zero, Windward Multi-Source Intelligence confirms that traffic is effectively becoming fully dark. Between April 19 and May 3, dark activity surged by 600%, with a peak today, May 7, showing heavy