Jim Krane retweeted
🇮🇱🇮🇷📡U.S. officials said the Israelis knew that Iran's air defense systems would detect the sortie
🇮🇱🇺🇸🛩Israel notified the U.S. in advance & described the operation as a training exercise intended for "power projection" & aimed at deterring Iran ahead of the elections
🚨🇮🇱🇮🇷Israeli air force conducted on Monday a massive "power projection" operation near Iran's border. My story on @axios
axios.com/2026/10/21/israel-…
Jim Krane retweeted
“Despite repeated official statements that the damage came from debris, Reuters found the equipment struck was, time and again, exactly what mattered most.”
reuters.com/investigates/spe…
Jim Krane retweeted
The Middle East produces one-third of the world’s oil. What comes next as exporters diversify?
CES Fellow @jimkrane joins Carole Nakhle on Energy Switch to discuss oil, power & economic change.
Watch:
video.azpbs.org/video/middle…
#EnergySecurity @Baker_CME
Jim Krane retweeted
Two Chinese-owned LNG carriers spent 9 and 11 days looping over the trans-Pacific cables, far off their routes to Canada’s Kitimat LNG terminal. One turned an 11-day crossing into 29, reversing course four times. This could indicate a possible cable-mapping operation.
Jim Krane retweeted
A little context to this @ftenergy claim that ship masters are being paid $100,000 month.
1️⃣The minimum wage for mariners is currently $690/month. Tanker masters are making about $12k/month.
2️⃣The $50k bonus is to sign up for a 3 to 4 month tour on a tanker that is doing shuttle service between the Persian Gulf and the Gulf of Oman
3️⃣The "danger pay" is only paid while the ships are making the Hormuz transit or if the ship comes under attack. It is unlikely that ship owners are paying 4x to 6x to sit in the Persian Gulf or Gulf of Oman, and most assuredly when the ship has departed.
4️⃣The "mercenary" term is derogatory. Instead, the mariners should be considered veterans for willing to take these chances with minimum defenses.
5️⃣ @business ran a story about a Filipino master making about $100k for a three month tour on a tanker, but not each month. This is not saying it is impossible, but it is on the very high end and probably unlikely.
It should be noted that shipping companies will Nickle and Dime mariners for every expense and do not think for a minute that they are ravishing their mariners with new found wealth because of their profits.
The biggest expense on ships are fuel and crew and they will do everything possible to minimize each to maximize profit.
Ships’ captains paid $100,000 a month to transit Strait of Hormuz ft.trib.al/FCBUhze
Jim Krane retweeted
Jim Krane retweeted
Experts @Dr_Ulrichsen, @jimkrane, @anamarting2 and Mira Kadapurath examine #SaudiArabia’s evolving approach to #Vision2030 in a new Middle East Energy Roundtable report.
📖 Read it below.
How is Saudi Arabia adapting #Vision2030?
A new Middle East Energy Roundtable report analyzes the kingdom’s economic & foreign policy shifts & efforts to promote regional stability. bit.ly/4jwhTpv
#MiddleEast #EnergySecurity #EconomicReform
Jim Krane retweeted
.
Saudi Arabia’s nuclear turn isn’t really about cheap electricity
Riyadh sits on oil, gas, and some of the world’s cheapest solar. So why sign a U.S. civil nuclear deal?Because nuclear is 24/7 power, something solar can’t do alone. It can replace the million barrels of oil Saudi Arabia still burns for electricity, free that crude for export, and feed desalination with waste heat.
It’s also strategy. Domestic uranium. Fuel-cycle know-how. Technology transfer. A way to lock today’s oil wealth into plants that last for generations. And, quietly, an option if Iran or the region’s balance of power shifts.
Washington wants the contracts and the influence. Trump then tied implementation to Israel normalization, which makes the whole pact shaky.
The UAE already proved Gulf nuclear can work. Saudi Arabia wants the same, and more than kilowatts.
Source: @arabcenterdc by @jimkrane
Jim Krane retweeted
A working paper by @Dr_Ulrichsen, @jimkrane and @anamarting2 examines the #Iran war’s expansion from the Strait of Hormuz to the Read Sea.
Read it below. ⤵️
As proxy conflicts converge from the Strait of Hormuz to the Red Sea, disruptions to Gulf exports are affecting global commodity markets. 🌍 🚢
A new Middle East Energy Roundtable working paper examines expanding maritime threats to the region’s oil & gas trade.
🔗 Full paper: bit.ly/4j7Uv1F
#EnergyPolicy #MaritimeSecurity #RedSea #PersianGulf
Jim Krane retweeted
🚨The Houthis are threatening to mine the Bab el-Mandeb Strait
Iran and its regional proxies have executed a coordinated strategy targeting Saudi infrastructure and complete the "Hormuzisation" of the Red Sea
Here is what's happening 👇🇾🇪🇸🇦🇮🇷🇺🇸🧵
Jim Krane retweeted
"The war doesn’t change the fact that the Gulf’s huge low-cost oil and gas reserves are the world’s most profitable," @jimkrane told @GiorgioCafiero. "But the war signals to investors, including local national oil companies, that they may be prevented from moving cargoes to market.”
responsiblestatecraft.org/gu…
Jim Krane retweeted
Why is Saudi Arabia pursuing nuclear power despite abundant oil, gas and low-cost solar?
CES Fellow @jimkrane examines the economic, energy-security & geopolitical stakes in a new @ArabCenterDC analysis.
arabcenterdc.org/resource/sa…
#NuclearEnergy #SaudiArabia
The #UAE is Exhibit A in demonstrating the fruits of Gulf #NuclearPower —as well as reminding Washington that signing a nuclear agreement does not guarantee the largest contracts to US firms @ArabCenterDC @CES_Baker_Inst #Saudi arabcenterdc.org/resource/sa…
Jim Krane retweeted
Important to note regarding Saudi-Turkey-Pakistan Mecca Accords: Houthis are attacking Saudi and Israel is attacking Turkey in Syria, and no sign of Mecca Accords allies jumping into action or the alliance itself being relevant. That can change over time, but for now it is not playing a role.
Jim Krane retweeted
Remarkable personal essay in @newlinesmag by a Kuwaiti heading home via Saudi Arabia, on the political mood in both countries
Highlights 1) the very different experience of the war in KSA & Kuwait
2) the preoccupation w/citizenship revocations in Kuwait🧵
newlinesmag.com/first-person…
Jim Krane retweeted
ICYMI: @CES_Baker_Inst fellow @jimkrane joined an @ArabCenterDC webinar to discuss how the #Iran conflict is affecting the global #economy and #energy markets.
📺Watch the recording below. arabcenterdc.org/event/the-i…
Starting now!
Today at 10:00 AM ET, join @ArabCenterDC and the Center for Energy Studies at @BakerInstitute for a webinar on how the conflict is affecting global energy supplies and prices, and what the crisis could mean for the global economy and energy markets.
Featuring @jimkrane, @ManalShehabi, @gregbupton, moderated by @KhalilEJahshan.
Register now 👇
arabcenterdc.org/event/the-i…
Jim Krane retweeted
In our U.S.-Iran MoU Expert Analysis, Dr. Gawdat Bahgat: "Several conclusions can be drawn from both the war and the MOU. First, the joint U.S.-Israeli attacks in June last year, and again in February this year, might prompt Iran to cross the line and acquire the bomb. North Korea has not been attacked because it has the bomb, while Ukraine has been invaded because it gave up the nuclear arsenal it inherited from the former Soviet Union. But Iranian officials have consistently referred to the late Ayatollah Khamenei’s fatwa banning nuclear weapons."
gulfif.org/u-s-iran-mou-and-…






























