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5.0 Million b/d US Exports Just Hit Record As Hormuz Flatlines
+23% above March.... In 1 month This isn't a coincidence. It's the market rerouting. Hormuz closes → Asian buyers panic → empty VLCCs race to US Gulf Coast → American crude fills the gap Source: Jack Prandelli on X, Bloomberg
Google searches for "price of oil" just hit a record high: 300% above the 2022 Russia-Ukraine war peak and the 2008 financial crisis combined.
20 years of data. Every war, every crash, every crisis... all dwarfed by a single vertical line in 2026. The whole world is watching the pump. Source: Arbor Research, Mario Nawfal on X
Weekend negotiations in one cartoon
Source: Guy Venables
Reminder water depths are critical and why there are only narrow shipping lanes thru Strait of Hormuz for fully laden tankers.
There is no way to avoid the the narrow gap for loaded tankers. Source: Dan Tsubouchi
Don Tzu: Break an enemy blockade by blockading their blockade.
Source: Alex Christoforou
Images to remember when you are studying big losses at companies pitching AI tools:
Source: Brian Sozzi
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