𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲. When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier. Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage. #oott #opec #investor https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance

𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲. When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier. Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage. #oott #opec #investor https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance

𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲. When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier. Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage. #oott #opec #investor https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance

𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲. When crude flows shift, power shifts. The US still imports barrels, but the Canada carve‑out effectively flips us net‑long. Refined products? We’re already the world’s swing supplier. Propane? We are the market. And the quality spread, heavy/sour north of the border vs light/sweet at home, keeps reinforcing the structural advantage. #oott #opec #investor https://x.com/mohossain/status/2040254393694499124?s=46 @ennovance

𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚 𝐉𝐮𝐬𝐭 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐁𝐞𝐜𝐚𝐦𝐞 𝐭𝐡𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐨𝐟 𝐆𝐥𝐨𝐛𝐚𝐥 #𝐄𝐧𝐞𝐫𝐠𝐲𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲.

When crude flows shift, power shifts. The US net‑long energy exporter. Refined products? We’re already the world’s swing supplier.

Propane? We are the market.

#oott #opec #investor
x.com/mohossain/st... @ennovance

Iran has intentionally exported less crude oil during March 2026 vs February, but we must point out that they can flood the market overnight if they choose to. They would not benefit from doing so as their objective is to secure the highest possible barrel price. #OOTT #Iran

#US Baker Hughes Rig Count 27-Mar: 548 (prev 543)
- Rotary #Oil Rigs: 130 (prev 127)
- Rotary #Gas Rigs: 411 (prev 409)
#OOTT

Pilla carrerilla el WTI y diésel #oott

Vaya estación de penitencia lleva el mercado del petróleo. El WTI ha cerrado ya el gap con el Brent #oott

Como no podría ser de otra manera. Petróleo subiendo con fuerza y el oro y plata cayendo #oott

#US DoE #Crude #Oil Inventories (W/W) 27-Mar: +5.451M (est +2.000M; prev +6.926M)
- Distillate: -2.111M (est -53K; prev +3.032M)
- Cushing: +520K (prev +3.421M)
- Gasoline: -586K (est -2.367M; prev -2.593M)
- Refinery: -0.80% (est 0.60%; prev 1.50%)
#OOTT

🚨Third attack in 24 hours confirmed in the Arabian Gulf.

The Kuwaiti LPG tanker Gas Al Ahmadiah was struck by 2 projectiles 17NM north of Ras Laffan, Qatar. UKMTO reports one projectile remains unexploded in the engine room. Crew is safe.

#MaritimeSecurity #Shipping #OOTT #Qatar #UKMTO

During entire March 2026, only 84 tankers have departed the Middle East region via the Strait of Hormuz. That's less than 3 tankers a day. #OOTT #IranWar #Tankers

IT’S MY [BARREL OF LIGHT SWEET CRUDE] AND I NEED IT NOW!!

🚢🛢️

#oott

#OOTT | US DefSec Hegseth On Iran: Upcoming Days Will Be Decisive In War With Iran And Nothing Iran Can Do About
- US Has More And More Options, Iran Has Less
- If Iran Doesn't Make A Deal, War Will Continue With More Intensity

* US OIL SETTLES ABOVE $100 A BARREL FOR FIRST TIME SINCE WAR

@bloomberg.com #OOTT

Since the fall of the Assad regime in #Syria, the country has received at least 29 million barrels of crude oil from #Russia in exchange for allowing Russian military installations to remain in place.

#Cuba currently lacks that kind of leverage over Russia.

#OOTT

#CrudeOil at $150-200pb is hardly possible given the growth shock it would cause...

Find the full episode here 👉https://www.youtube.com/watch?v=u1Ar-Ok1tzw

#WTI #BRENT #OOTT #IranWar‌

Thanks to today's satellite imagery by Planet along with AIS data from Kpler's MarineTraffic, we now have a confirmed visual of the Russian-flagged Aframax tanker ANATOLY KOLODKIN (9610808), nearing #Cuba. She'll reach #Matanzas in about 30 hours from now. #OOTT

Kharg Island is currently loading five tankers with crude oil. That's a total of 7.73 million barrels.

#OOTT #IranWar #Tankers

$XLE ~ 🚨 History made in the {XLE} oil stocks ETF with the weekly close today. We have now seen 14 positive weekly closes in a row which has never happened in the history of #Oil stocks ETFs. Notice the epic 1 year long (H&S) bottom or big bullish fractal (C&H) setup #OOTT $USO $GLD

#US Baker Hughes Rig Count 27-Mar: 543 (prev 552)
- Rotary #Gas Rigs: 127 (prev 131)
- Rotary #Oil Rigs: 409 (prev 414)
#OOTT

The U.S. oil & gas rig count fell by -9 this week to 543, marking the lowest level since mid-January.

Notable movements include Lea County (NM) at -3 rigs. #rigcount #OOTT

The #IranWar has now gone on for 28 days, and within that time, around 55-60 #tankers have managed to depart via the #StraitofHormuz; nearly half of which are Iran-linked. At a rate of only 2 tankers a day on average, it is a far cry from the >100 a day just a month ago. #OOTT

Iran War News: Israel Says It Killed IRGC Navy Commander Responsible for Blocking Strait — Live Updates Pakistan said the U.S. and Iran were engaged in indirect talks and that Tehran was deliberating Washington’s proposals, while Trump said Iran ‘better get serious soon’

(WSJ) - President Trump said he was pausing strikes on Iran’s energy sector for 10 more days, to April 6, so peace negotiations can take place. Trump’s previous deadline was Friday.

#OOTT

BARRON’S: “Gasoline prices surged nearly 22% in March, the highest monthly percentage increase in the past 20 years.”

#OOTT

#Yemen's #Houthis Ready To Join #Iran War If Needed, Raising New Shipping Risk
In Red Sea Bab el -Mandeb. #OOTT

The Daily View: Enter the petroyuan    

Interesting: "The #IRGC is in effect not just blocking a strait—it is attempting to build an alternative payment rail under live fire. The $2m toll in #yuan is not a fee. It is potentially a proof of concept for a post-dollar energy settlement system, argue some." #Iran #IranWar #oil #oott

Exclusive: At least 40% of Russia's oil export capacity halted, Reuters calculations show The shutdown is the most severe oil supply disruption in the modern history of Russia and has hit Moscow just as oil prices exceeded $100 a barrel due to the Iran war.

(Reuters) - At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed ​attack on a major pipeline and the seizure of tankers, according to Reuters calculations based ‌on market data.

#OOTT

Pentagon prepares for massive "final blow" of Iran war Multiple scenarios under consideration involve thousands of boots on the ground.

#OOTT | Pentagon Prepares For Massive "Final Blow" Of #Iran War - @axios.com
www.axios.com/2026/03/26/i...

Live News Blog Today | Breaking Market & Finance Updates Live breaking news, stock market moves, economic updates and major events in real time on live news blog. Fast, verified and continuously updated.

Saudi Aramco to cut Asia supply as China imports drop to 40M barrels in April vs 48M in Feb, with India also hit. Limited 5M bpd Yanbu rerouting may raise costs and inflation risks.

#SaudiAramco #CrudeOil #OOTT

Read 👇🏻

This map shows 328 oil/gas laden tankers that have been west of the SoH since 2026-02-28. As we have repeatedly demonstrated, AIS & GPS can be manipulated; but the data becomes a lot more reliable the further away these tankers get from the Middle East region. #OOTT

US DoE #Crude #Oil Inventories (W/W) 20-Mar: +6.926M (prev +6.156M)
- Distillate: +3.032M (prev -2.527M)
- Cushing: +3.421M (prev +944K)
- Gasoline: -2.593M (prev -5.436M)
- Refinery: 1.50% (prev 0.60%)
#OOTT

Crude oil exports during the first 23 days of March 2026 vs first 23 days of February 2026:

- Kuwait: -72%
- Iran: +4%
- Iraq (North): -49%
- Iraq (South): -76%
- Oman: +7%
- Russia: +14%
- Saudi Arabia: -52%

#OOTT #IranWar #Tankers