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oh my god
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“Ceasefire”
BREAKING: Ukraine has just struck Russia's Kstovo oil refinery, setting it ablaze with massive fires.

Kstovo is Russia's 4th-largest refinery, processing 17 million tonnes of crude oil a year.

It is the third Russian refinery struck in three days.
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Oh my god. What happened to 5 million b/d of demand destruction in China?
More and more glut evidence showing up by the day!!! That $12 whale oil dream is feeling super close rn 🥹

#oott #iran
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HFI Research retweeted
بارها گفته‌ایم؛ هفت شرط اعلامی از سوی ایران باید تحقق پیدا کند. اگر شروط محقق شود، راه دیپلماسی باز است. در مقابل، اگر اقدامی علیه کشور صورت گیرد، بنا به ابلاغ امروز مقام معظم رهبری به نیروهای مسلح، ضربات هولناکی به متجاوز با تسلیحات جدید وارد خواهیم کرد.
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HFI Research retweeted
Iran has rejected the Trump Proposal.
Trump must meet the 7 conditions before any negotitations.
"We have repeatedly stated; the seven conditions announced by Iran must be fulfilled. If the conditions are me"
بارها گفته‌ایم؛ هفت شرط اعلامی از سوی ایران باید تحقق پیدا کند. اگر شروط محقق شود، راه دیپلماسی باز است. در مقابل، اگر اقدامی علیه کشور صورت گیرد، بنا به ابلاغ امروز مقام معظم رهبری به نیروهای مسلح، ضربات هولناکی به متجاوز با تسلیحات جدید وارد خواهیم کرد.
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RT @osinthexagone: Possibly up to four vessels were targeted or struck across the Strait of Hormuz, the Persian Gulf, and the Gulf of Oman…
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Ooof.
They insist on talks, yet they intended to launch an attack while talks were underway. We stated that unless those 7 conditions are met, the Strait won't be opened, nor will we engage in talks. We possess the means to break the Americans' horns should they launch another attack.
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So… it’s a nonstarter then.
ARAGHCHI SAYS STUDYING NUCLEAR PROPOSALS AS PART OF 2ND PHASE; ONLY IRAN'S PROPOSAL ON TABLE FOR REOPENING HORMUZ
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RT @osinthexagone: Tasnim | According to reports, Barak Ravid, a journalist for the media outlet Axios, launched a psychological warfare ca…
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Wow.
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So funny.
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HFI Research retweeted
I've owned Enterprise Products (EPD) for years. It now yields 6.1%, just 95 basis points more than the 10-year Treasury.

Is that enough compensation for the additional risk, particularly with distribution growth below 3%?

I revisited my bullish thesis.
$EPD $ET $MPLX

hfir-ideas.com/p/idea-enterpr…
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8 tankers in the last 48 hours?
Reports are coming through about a 4th oil tanker that was struck or hit a mine, in the Strait of Hormoz.
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HFI Research retweeted
Sts transfers off fujairah have collapsed. Down to only 7 Yesterday. Meaning vessels that cross strait of hormuz are leaving the area and not sticking found for the coming war between trump and Iran.
Overwatchx.app
*TRUMP BRIEFED THURS. ON POTENTIAL MILITARY OPTIONS IN IRAN: FOX
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So even as Qatar is trying to mediate…
⭕️ New incident in the Persian Gulf, UKMTO reports that a tanker has been struck by an unknown projectile at 18h00 UTC, causing a fire onboard.

After checking, it seems to be the Qatari-owned LNG Tanker "AL MAYEDA", which slowed down and turned around at exactly 18h00.

4th ording to IRGC & UKMTO.
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Philosophies to live by in life:

Be humble, don’t gloat

Karma is real, always be generous to others

Be genuine

Never satisfied, always learning

Stay focused
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Fucking hilarious.
PAKISTAN MILITARY SPOX: PAKISTAN’S MILITARY IS 'CAUTIOUSLY OPTIMISTIC' ON IRAN-US MEDIATION, WARNS OF 'POWERFUL SPOILERS'
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US crude oil production has grown less than 1 million b/d since 2019.
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I’m starting to lose track on how many vessels are getting hit in the Oman Lane.

3 or 4 yesterday?

Another 3 today?
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HFI Research retweeted
⭕️ IRGC says a supertanker (VLCC) has been struck this morning in the strait of Hormuz.

The third Oil Tanker today.
⭕️ IRGC says 2 oil tankers were involved in incidents in the southern corridor of the Strait of Hormuz.
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And let’s be real, these mediation attempts are funny as fuck.

“I’m going to hit you. I’m really going to hit you, but hey, how about a deal? No no, I’m really going to hit you. No no, let’s just do a deal.”

Like make up your fucking mind. Do it or don’t do it.
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