#oott — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #oott, aggregated by home.social.
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The Strait of Hormuz is more than a geopolitical story.
It is a real-time test of whether markets are pricing physical risk correctly.
Watch the divergence:
Physical flows ↓
Market stress →
Vessel traffic sits near 10/day, against a pre-war baseline of 100+. Meanwhile oil, volatility and risk premia stay contained.
The market may be underpricing a structural energy shock.
The next signal may not be a headline.
It may be a ship count.
https://liqena.com/
#Hormuz #Shipping #Energy #OOTT -
Ukraine has agreed to spare certain tankers and Black Sea oil export infrastructure from strikes. The arrangement covers vessels carrying Kazakh crude only if they carry no russian cargo and are not owned by russian persons or entities. #oott
www.bloomberg.com/news/article...
US Says Ukraine to Avoid Targe... -
Brent crude hits $100 a barrel again as oil prices spike on Iranian and Houthi forces cutting seaborne trade in the Middle East. And reserves are not what they where 3 months ago #oott
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Quote from JH (@CRUDEOIL231):
Man you gotta respect Trump.
Remember when the rumor mill was saying Iran wanted a $2M toll, and all the shipping brains in this room went into a total meltdown over it?
Fast forward to now, and the freakin' POTUS is out here demanding over 10x that clip on a VLCC basis.
God, I love this absolute clown world upside-down tape. On a side note when are we pulling the trigger on TACO?
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This upward trend persisted into Tuesday, marked by the return of a supertanker alongside smaller vessels. Together, the active oil tankers carry an estimated 11 million barrels of crude, signaling a clear reversal from the sharp drop in transits that followed Thursday’s initial attack #oott 2/2
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Global total yes. But not all players are the same. After drawing between 17-24 April, Chinese crude oil inventories have been building again since 24 April. Prefering to pay higher price now while having better cover for very much higher price later #oott
RE: https://bsky.app/profile/did:plc:5u54z2qgkq43dh2nzwzdbbhb/post/3ml5fqyzgn52b -
Yanbu has allowed #SaudiArabia to revive half of the shipments it would have sent through Hormuz Additionally, as the cost of lifting Saudi crude from the Red Sea has fallen by 60% they are not losing (that much) money. Might be the reason for their more militant tone #oott
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Crude oil storage tanks in Primorsk, Russia, continue to burn following drone strikes by Ukraine yesterday morning. #OOTT #UkraineConflict
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Following the US air strikes on Kharg Island, Iran, all 55 crude oil storage tanks remain intact. Two Iranian tankers commenced loading 2.7 million barrels of crude oil today. No fires reported. #OOTT #IranAnalysis