Here is the situation: The U.S. is moving to seize the Marinera, a Russian-flagged tanker carrying sanctioned Venezuelan oil. Russia’s response? They deployed a submarine to escort it. 🇷🇺🇻🇪🇺🇸 The Breakdown: -> The Move: The U.S. is enforcing sanctions with physical force. -> The Counter: Moscow is signaling they will use military hardware to protect their assets. ->The Global Ripple: China is watching closely. 🇨🇳 Why this matters: This isn't just about oil prices. It’s about the shift from Economic Diplomacy to Kinetic Confrontation. If the U.S. succeeds, American sanctions become the ultimate global law. If Russia blocks them, the era of U.S. naval dominance faces its biggest test in decades. Source: Mario Nawfal on X, Reuters, @sentdefender, WSJ

1. Chevron, $CVX: +11% 2. Valero, $VLO: +11% 3. ConocoPhillips, $COP: +10% 4. Marathon, $MPC: +10% 5. Exxon Mobil, $XOM: +7% 6. Phillips 66, $PSX: +6% 7. Occidental Petroleum, $OXY: +4% 8. EOG Resources, $EOG: +4% 9. Devon Energy, $DVN: +4% 10. Kinder Morgan, $KMI: +3% These stocks have now added +$100 BILLION in market cap on the news President Maduro being captured by the US. US big oil has won again. Source: The Kobeissi Letter

US production, the foundation of their entire forecast, has now been quietly revised downward. And not by a small amount. This is the largest US supply revision in the IEA’s entire history. 660,000 kbpd just for the month of September The reason: - US shale, the only global source of meaningful growth for 15 years, is peaking. - Tier 1 acreage is drilled out - Gas-to-oil ratios are exploding - Water cuts are rising across every major basin - Decline rates are accelerating as sweet spots exhaust Shale’s boom phase gave the world a decade of easy barrels, masking the fact that the rest of the world wasn’t investing. Its bust phase will do the opposite... leave a supply hole the world cannot fill in the short term.