Liberty, Bitcoin, firearms, etc... I flew fighter jets for a while then management consulting
Joined January 2014
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France proves that "income to the top 1%" is no longer a useful metric of stability. In France only 10% of income goes to the top 1%, while in America its a staggering 19%. Culture and religion matter more. (page 239 of @Peter_Turchin "End Times")
@TheMichaelEvery
#FranceRiots
Yeah, those Jordan bases got smoked bigtime in the major strike. Yikes. 😳
Wasn't there a "Tanker for Tanker" ultimatum issues by @POTUS.
There has been a lot of tankers hit in September and not a lot of response by the U.S.
Theres probably an oil tanker that was waiting at Yanbu, then just sailed thru Suez ($$ fee) hoping to load a Libya, and now has to turn around and go somewhere else. Hahaha
🇱🇾Libya Just Lost Three Oil Fields Overnight
Libya's National Oil Corp says output has been halted at the Hamada, Al-Tahara and NC5 (Station 5) fields after a group from the Petroleum Facilities Guard forcibly shut the Hamada-Zawiya pipeline valve, triggering a pressure surge at the Al-Tahara connection point.
NOC says it may declare force majeure if the valve stays closed or other fields go down too.
Libya's oil sector has a long history of local, unrelated shutdowns like this one. The disruption itself is routine. What's not routine is a market with zero spare cushion left to absorb it.
Good example of 5th gen Info war in a nutshell.
day 1: Iran accuses US of striking fishing boat and killing innocents.
day 1: anon Osint guys see the oil slicks and damage
day 2: quiet
day 3: US admits struck Iran mil boats trying to steal a drone
nothin is as it seems on day 1
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For those of you keeping track of the Hyperliquid WTI oil tracker over the weekend, the tracker rolls very early. Its basically tracking the contract 2 months in advance. @GavMcCracken @CRUDEOIL231 @crudegusher
Some Bitcoin Dude retweeted
Wow! The Chinese guy from China was actually a spy for China?!
But he swore an oath to the USA when he got his citizenship?! An oath!
He swore another oath when he got his top secret clearance?!
Why would he do this, he was an American?!
BREAKING: Terry Liu, the Chinese national arrested this week in Maine, has been charged with illegally modifying the hardware of Customs and Border Patrol computers at the Maine-Canada border.
Liu, who described himself as a native of Guangzhou, China, was caught on camera breaking into CBP computers and replacing processors and memory devices before re-inserting them into government networks.
More details to come...
Imagine if you airburst something over the highly skilled pipeline repair crew. Can't be too many pipeline repair crews in Saudi. Or the world for that matter.
I expect the Saudi to be able to restart the pipeline in degraded mode over the coming few days.
I also expect the Houthis to make a few more attempts at disabling it.
As a consequene here's a little Saudi West Coast balance sheet and time to tank bottoms, under the assumption that the East-West pipeline is dead.
Long story short, they better fix it in 4 days or less or it will be force majeure galore and we'll roof both crude front spreads and product cracks.
You are a STENOGRAPHER.
You are a clown.
You publish what "sources" tell you so they can get the headline they want to manipulate trading algos and voters.
You are not a serious person.
It takes years & hundreds of state & local approvals to build a refinery or add capacity
NEWS: The White House is weighing use of the Defense Production Act to expand U.S. oil refining capacity as the Iran conflict exposes vulnerabilities to global crude disruptions and price spikes, sources tell me.
The proposal came up at a recent meeting between Trump and nearly a dozen refiners, where officials sought ideas for using federal support to add capacity. No decisions have been made.
There's an Axios headline I was totally not expecting. 😅 @pineconemacro @CRUDEOIL231 @GavMcCracken @toiletkingcap
Just when you thought the American security umbrella could not be more dead
MBS called Trump twice yesterday - apparently in desperation - to get Trump to bomb the Houthis as the group made major advances against Saudi in a war that Saudi had restarted
Trump declined
axios.com/2026/09/11/houthis…
The billionaire tech guy's son Ryan should go dig ditches and get dirt under his fingernails, amirite @GenFlynn ?
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Difficult to fight Oil, Treasury, Yen, Iran sanctions all at the same time. Oh, and big China meeting coming up and that clown Lutnick is a retard. Bessent has a hard job. Probably should pull back and focus on 1 or 2 important things.
These are $150m+ ships. I guess the owners don't care about soaking up missiles every day? Clearly a small drone with 20 pounds of explosive won't sink a 270,000 ton ship. But the damage has a cost, doesn't it?
What a time to be alive.
Two oil supertankers were struck by unknown projectiles in quick succession while transiting the Persian Gulf’s Strait of Hormuz chokepoint, maritime security consultant Marisks said.
The very large crude carrier Sidr, run by Saudi Arabia’s Bahri shipping company, was hit while sailing northeast of Khasab, Oman, the consultant said. The Senegal Prosperity, operated by Sinokor, was struck by three projectiles while traveling east of the same country, it said. Both were exiting the Persian Gulf, according to Marisks.
#oott bloomberg.com/news/articles/…
Some Bitcoin Dude retweeted
Remember that time a dude disguised as a police officer assassinated the only Minnesota state Dem who voted against welfare for illegal immigrants and told the cops that Tim Walz told him to do it?...
That was wild, huh?
$500,000+ per day VLCC rates to sail thru Hormuz in some cases. 🤷
Maybe soak up a missile, but pretty unlikely that you die. Working on a crab boat in Alaska is probably still more dangerous at this point. I'm sure the crew bonuses are very high.
Some Bitcoin Dude retweeted
You can't charge white men $200k for a degree then hire Indians instead. It's a scam and people have noticed.
