oott
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🇪🇺🇺🇸 Europe is now running on US LNG
In January, 60% of Europe’s #LNG imports came from the United States.
That’s not a marginal shift.
It’s a structural one.
A few years ago, Europe depended on Russian pipelines.
Today, it depends on US LNG cargoes crossing the Atlantic.
This changes everything:
• pricing power
• winter risk
• geopolitics
• and how Europe thinks about energy security
The question isn’t if this dependence matters.
It’s when markets start pricing it properly.
What happens the next time the US has a cold winter? ❄️🚢
#oott #NatGas #Russia
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In January, 60% of Europe’s #LNG imports came from the United States.
That’s not a marginal shift.
It’s a structural one.
A few years ago, Europe depended on Russian pipelines.
Today, it depends on US LNG cargoes crossing the Atlantic.
This changes everything:
• pricing power
• winter risk
• geopolitics
• and how Europe thinks about energy security
The question isn’t if this dependence matters.
It’s when markets start pricing it properly.
What happens the next time the US has a cold winter? ❄️🚢
#oott #NatGas #Russia
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🛢️ Saudi Aramco runs the world’s oil
• 🇨🇳 #China alone absorbs 1.75 mb/d
• 🇯🇵 #Japan 960 kb/d, 🇰🇷 Korea 950 kb/d
• 🇮🇳 #India 850 kb/d and rising
• 🇺🇸 + LatAm 700 kb/d via refining and JV routes
• Africa quietly takes 450 kb/d
This is locked-in demand through refining, petrochemicals, and equity stakes.
Add this 👇
• #LNG expansion of +30–40 mtpa by 2030
• Crude, products, chemicals, and gas all integrated
When markets talk about “losing oil demand,” @Aramco is already selling barrels, molecules, and margins across every major growth hub.
This is why Aramco doesn’t chase prices.
Prices chase Aramco.
#oott #natgas
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• 🇨🇳 #China alone absorbs 1.75 mb/d
• 🇯🇵 #Japan 960 kb/d, 🇰🇷 Korea 950 kb/d
• 🇮🇳 #India 850 kb/d and rising
• 🇺🇸 + LatAm 700 kb/d via refining and JV routes
• Africa quietly takes 450 kb/d
This is locked-in demand through refining, petrochemicals, and equity stakes.
Add this 👇
• #LNG expansion of +30–40 mtpa by 2030
• Crude, products, chemicals, and gas all integrated
When markets talk about “losing oil demand,” @Aramco is already selling barrels, molecules, and margins across every major growth hub.
This is why Aramco doesn’t chase prices.
Prices chase Aramco.
#oott #natgas
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🚨 CANADA IS A RESOURCE SUPERPOWER
AND THE WORLD NEEDS IT 🍁⛏️
• 🛢️ 168bn barrels of oil. Top tier globally
• ☢️ 589k tonnes of uranium. Energy security metal
• 🧂 1.1bn tonnes of potash. Food supply choke point
• 🌲 3.47m km² of forests. Carbon + timber leverage
• 💧 2.9 trillion m³ of freshwater. Strategic scarcity asset
• 🥇 3,200 tonnes of gold. Monetary hedge
This is geopolitical leverage.
In a world short #energy , food, #metals, and water.
#Canada sits on everything that matters.
#oott
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AND THE WORLD NEEDS IT 🍁⛏️
• 🛢️ 168bn barrels of oil. Top tier globally
• ☢️ 589k tonnes of uranium. Energy security metal
• 🧂 1.1bn tonnes of potash. Food supply choke point
• 🌲 3.47m km² of forests. Carbon + timber leverage
• 💧 2.9 trillion m³ of freshwater. Strategic scarcity asset
• 🥇 3,200 tonnes of gold. Monetary hedge
This is geopolitical leverage.
In a world short #energy , food, #metals, and water.
#Canada sits on everything that matters.
#oott
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🚨 Exxon says it can handle Venezuela’s tough crude
According to @Georgina Kronau ExxonMobil CEO Darren Woods, the company has the technology to produce and process Venezuela’s high-cost heavy crude despite its extra-heavy, sour nature and past challenges.
• Venezuelan reserves (especially the Orinoco Belt) are some of the largest in the world, but the oil is extra-heavy and costly to extract and refine.
• U.S. Gulf Coast refineries are already historically built to handle heavy crude meaning the bottleneck is less about refining than about investment and politics.
Exxon’s statement underscores that the real constraints remain policy, legal frameworks, and risk protections before full reentry happens.
This positions Exxon strategically if Venezuelan heavy barrels flow back into US or Atlantic markets.
#oott #Venezuela
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According to @Georgina Kronau ExxonMobil CEO Darren Woods, the company has the technology to produce and process Venezuela’s high-cost heavy crude despite its extra-heavy, sour nature and past challenges.
• Venezuelan reserves (especially the Orinoco Belt) are some of the largest in the world, but the oil is extra-heavy and costly to extract and refine.
• U.S. Gulf Coast refineries are already historically built to handle heavy crude meaning the bottleneck is less about refining than about investment and politics.
Exxon’s statement underscores that the real constraints remain policy, legal frameworks, and risk protections before full reentry happens.
This positions Exxon strategically if Venezuelan heavy barrels flow back into US or Atlantic markets.
#oott #Venezuela
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🚨 EU CUTS THE LAST RUSSIAN GAS PIPE 🔥
Europe just crossed the point of no return.
⚠️ What’s happening
• All remaining Russian pipeline + #LNG flows banned by 2027
• Final phase-out starts 2026
• A dependency that once powered #Europe’s economy is now illegal
📉 The scary math
• Russian #gas once covered 40%+ of EU demand
• Storage is already near crisis levels
• LNG now does the heavy lifting at volatile global prices
• Europe is competing directly with Asia for every marginal cargo
🧊 This locks in structural risk
• Higher floor for gas prices
• More winter volatility
• Permanent exposure to US LNG, Middle East flows, and geopolitics
Europe didn’t just diversify supply.
It hard-coded scarcity into the system.
The Russian gas era is over.
The LNG volatility era is permanent.
#oott #Russia
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Europe just crossed the point of no return.
⚠️ What’s happening
• All remaining Russian pipeline + #LNG flows banned by 2027
• Final phase-out starts 2026
• A dependency that once powered #Europe’s economy is now illegal
📉 The scary math
• Russian #gas once covered 40%+ of EU demand
• Storage is already near crisis levels
• LNG now does the heavy lifting at volatile global prices
• Europe is competing directly with Asia for every marginal cargo
🧊 This locks in structural risk
• Higher floor for gas prices
• More winter volatility
• Permanent exposure to US LNG, Middle East flows, and geopolitics
Europe didn’t just diversify supply.
It hard-coded scarcity into the system.
The Russian gas era is over.
The LNG volatility era is permanent.
#oott #Russia
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🚨 CHINA IS EATING LATAM’S TRADE LUNCH 🌎🔥
And for US it’s Hard to reverse
📊 The numbers that matter
• China–LatAm trade: $500bn and rising
• U.S.–LatAm trade: still bigger, but volatility is growing
• In Brazil, Chile, Peru, Argentina, China already rivals or beats the U.S.
• Commodities dominate: oil, copper, iron ore, soy
🧠 Why this is dangerous
• #China buys raw materials, not politics
• Infrastructure + trade = long-term lock-in
• Once supply chains flip, they rarely come back
⚠️The U.S. still leads today.
But China is setting the marginal price of influence.
And markets follow margins.
#OOTT
#china
#ChinaCrypto
📊 The numbers that matter
• China–LatAm trade: $500bn and rising
• U.S.–LatAm trade: still bigger, but volatility is growing
• In Brazil, Chile, Peru, Argentina, China already rivals or beats the U.S.
• Commodities dominate: oil, copper, iron ore, soy
🧠 Why this is dangerous
• #China buys raw materials, not politics
• Infrastructure + trade = long-term lock-in
• Once supply chains flip, they rarely come back
⚠️The U.S. still leads today.
But China is setting the marginal price of influence.
And markets follow margins.
#OOTT
#china
#ChinaCrypto
China BNB:
good 💯
🚨 EUROPE IS DRIFTING BACK TOWARD A GAS CRISIS
At the start of 2026, EU gas storage is down to 48%.
In January 2022, the crisis year, it was 44%.
📉 Key risk signals
• Storage: 48% and falling
• Prices: +33% in weeks (€30 → €40/MWh)
• 2022 peak: €350/MWh
• Pre-crisis norm: €4–5/MWh
🧊 Cold weather is draining inventories fast.
🛢 No Russian gas, Full LNG dependence... No real buffer.
The market looks calm because flows are holding.
But confidence breaks quickly when storage slips below 40%.
Not a crisis yet.
But the system is fragile again.
#LNG #natgas #oott
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At the start of 2026, EU gas storage is down to 48%.
In January 2022, the crisis year, it was 44%.
📉 Key risk signals
• Storage: 48% and falling
• Prices: +33% in weeks (€30 → €40/MWh)
• 2022 peak: €350/MWh
• Pre-crisis norm: €4–5/MWh
🧊 Cold weather is draining inventories fast.
🛢 No Russian gas, Full LNG dependence... No real buffer.
The market looks calm because flows are holding.
But confidence breaks quickly when storage slips below 40%.
Not a crisis yet.
But the system is fragile again.
#LNG #natgas #oott
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🇨🇦 Canada Produces the Oil
💰Others Take the Money
🛢️Canada is pumping a record 6.1 mb/d
But the cash mostly flows out.
• 55%+ of output controlled by CNRL, Suncor, Cenovus
• Exxon: 70% of profits head to Texas
• 70% of oil sands effectively foreign-owned
• Shell & BP sold, but debt and interest still leave Canada
• 97% of exports go to the U.S., locking in the WCS discount
#Canada has the barrels and the workforce.
What it doesn’t fully control is the upside.
That’s the real issue.
#oott #Trump
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💰Others Take the Money
🛢️Canada is pumping a record 6.1 mb/d
But the cash mostly flows out.
• 55%+ of output controlled by CNRL, Suncor, Cenovus
• Exxon: 70% of profits head to Texas
• 70% of oil sands effectively foreign-owned
• Shell & BP sold, but debt and interest still leave Canada
• 97% of exports go to the U.S., locking in the WCS discount
#Canada has the barrels and the workforce.
What it doesn’t fully control is the upside.
That’s the real issue.
#oott #Trump
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🚨 Sanctioned Russian oil tanker loses control off Algeria 🛢️⚠️
A tanker carrying 730,000 barrels of Urals crude suddenly went “out of command” in the Mediterranean.
Navigation status switched to not navigable.
– The vessel is EU & UK sanctioned
– Part of the growing shadow fleet under scrutiny
– Comes days after French naval intervention on a similar route
– Any escalation raises spill risk, insurance stress, and freight friction
sanctions pressure playing out at sea.
Do you see tighter enforcement reducing Russian flows or just pushing risk further offshore?
#oott
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A tanker carrying 730,000 barrels of Urals crude suddenly went “out of command” in the Mediterranean.
Navigation status switched to not navigable.
– The vessel is EU & UK sanctioned
– Part of the growing shadow fleet under scrutiny
– Comes days after French naval intervention on a similar route
– Any escalation raises spill risk, insurance stress, and freight friction
sanctions pressure playing out at sea.
Do you see tighter enforcement reducing Russian flows or just pushing risk further offshore?
#oott
FOLLOW LIKE SHARE
Prince Tawiah:
How special would the prophet Anabi Issah (JESUS) be, to be called the Word of God in the Quran? This alone shows that Jesus is more than a mere prophet, He is the way to Heaven
Can a silver bull market drag oil higher too? 🤔🛢️
At first glance, they look unrelated.
Different uses.
Different investors.
Different stories.
But history says otherwise.
Every major silver surge this century has happened alongside rising oil prices.
Not because silver “causes” oil to rise, but because both respond to the same macro forces:
– inflation pressure
– loose monetary conditions
– geopolitical stress
– real assets outperforming paper promises
Silver moving hard is usually a signal that the system is under strain.
When that happens, oil rarely stays cheap for long.
Is silver flashing an early warning for energy again?
source image: @JeffWeniger
#oott #silver #energy
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At first glance, they look unrelated.
Different uses.
Different investors.
Different stories.
But history says otherwise.
Every major silver surge this century has happened alongside rising oil prices.
Not because silver “causes” oil to rise, but because both respond to the same macro forces:
– inflation pressure
– loose monetary conditions
– geopolitical stress
– real assets outperforming paper promises
Silver moving hard is usually a signal that the system is under strain.
When that happens, oil rarely stays cheap for long.
Is silver flashing an early warning for energy again?
source image: @JeffWeniger
#oott #silver #energy
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$FRAX 🛢️ Venezuela’s oil reserves could last 900+ years
$ME 🇺🇸 The U.S. knows it — and is fast-tracking an expanded Chevron license in Venezuela. $RIVER
Whoever unlocks Venezuela doesn’t just gain barrels.
They gain time — geopolitical leverage measured in decades.
#oott #Venezuela #MarketRebound #WriteToEarnUpgrade
$ME 🇺🇸 The U.S. knows it — and is fast-tracking an expanded Chevron license in Venezuela. $RIVER
Whoever unlocks Venezuela doesn’t just gain barrels.
They gain time — geopolitical leverage measured in decades.
#oott #Venezuela #MarketRebound #WriteToEarnUpgrade
$FRAX 🛢️ Venezuela holds oil reserves that could last over 900 years.
$ME 🇺🇸 The U.S. is well aware—and is fast-tracking an expanded Chevron license in Venezuela. $RIVER
Whoever unlocks Venezuela doesn’t just secure oil supply—
they secure time.
#oott #Venezuela
$ME 🇺🇸 The U.S. is well aware—and is fast-tracking an expanded Chevron license in Venezuela. $RIVER
Whoever unlocks Venezuela doesn’t just secure oil supply—
they secure time.
#oott #Venezuela
🛢️ The Real Oil Power Is Not the Barrel, It’s the Refinery
💥China and US can process 18.5 million barrels per day
China and the US sit alone at the top of global refining, neck and neck at 18.5 mb/d each.
Everyone else is far behind.
• 🇨🇳 #China 18.5 mb/d. World’s largest refining system
• 🇺🇸 #UnitedStates 18.4 mb/d. Still the most complex and flexible
• 🇷🇺 #Russia : 6.8 mb/d
• 🇮🇳 #India: 5.2 mb/d
• 🇸🇦 #SaudiArabia : 3.3 mb/d
#oott
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💥China and US can process 18.5 million barrels per day
China and the US sit alone at the top of global refining, neck and neck at 18.5 mb/d each.
Everyone else is far behind.
• 🇨🇳 #China 18.5 mb/d. World’s largest refining system
• 🇺🇸 #UnitedStates 18.4 mb/d. Still the most complex and flexible
• 🇷🇺 #Russia : 6.8 mb/d
• 🇮🇳 #India: 5.2 mb/d
• 🇸🇦 #SaudiArabia : 3.3 mb/d
#oott
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Venezuela isn’t just barrels — it’s time. 🛢️
With the largest proven oil reserves in the world (~300 + billion barrels, ~17 % of global totals), the country holds one of the most under‑utilized energy assets on the planet. �
Wikipedia
Now the U.S. is fast‑tracking an expanded Chevron Venezuela license, letting Chevron pay in cash instead of crude — unlocking full export potential and accelerating re‑engagement after years of sanctions and underinvestment. �
Reuters
Whoever unlocks Venezuelan oil doesn’t just gain more barrels —
they gain multi‑decade leverage over energy flows, refinery feedstock, and heavy crude supply dynamics crucial for global markets.
That’s why this isn’t a short‑term play — it’s strategic time arbitrage.
#Oil #Energy #Venezuela #Chevron #FRAX #RIVER #OOTT
With the largest proven oil reserves in the world (~300 + billion barrels, ~17 % of global totals), the country holds one of the most under‑utilized energy assets on the planet. �
Wikipedia
Now the U.S. is fast‑tracking an expanded Chevron Venezuela license, letting Chevron pay in cash instead of crude — unlocking full export potential and accelerating re‑engagement after years of sanctions and underinvestment. �
Reuters
Whoever unlocks Venezuelan oil doesn’t just gain more barrels —
they gain multi‑decade leverage over energy flows, refinery feedstock, and heavy crude supply dynamics crucial for global markets.
That’s why this isn’t a short‑term play — it’s strategic time arbitrage.
#Oil #Energy #Venezuela #Chevron #FRAX #RIVER #OOTT
#IranProtests are creating ripple effects far beyond its borders, now impacting global oil markets. 🛢️⬇️
While unrest continues, fears of supply disruptions are surprisingly not driving prices up. Instead:
📉 Economic Instability: The severe internal economic crisis could reduce Iran's oil production capacity & export reliability long-term.
🚫 Potential Sanctions: A harsher crackdown could trigger further international sanctions, limiting Iran's ability to sell oil.
⚠️ Uncertainty: Global markets dislike instability. Reduced demand from a weakening Iranian economy also plays a role.
The situation is fluid, but significant unrest in a major oil producer like Iran always keeps traders on edge. #OOTT #OilPrices #iran
Image Idea: An oil barrel with a downward-pointing arrow next to it, set against a blurred background of protests or an outline of Iran. Could also incorporate a graph showing a downward trend in oil prices.
While unrest continues, fears of supply disruptions are surprisingly not driving prices up. Instead:
📉 Economic Instability: The severe internal economic crisis could reduce Iran's oil production capacity & export reliability long-term.
🚫 Potential Sanctions: A harsher crackdown could trigger further international sanctions, limiting Iran's ability to sell oil.
⚠️ Uncertainty: Global markets dislike instability. Reduced demand from a weakening Iranian economy also plays a role.
The situation is fluid, but significant unrest in a major oil producer like Iran always keeps traders on edge. #OOTT #OilPrices #iran
Image Idea: An oil barrel with a downward-pointing arrow next to it, set against a blurred background of protests or an outline of Iran. Could also incorporate a graph showing a downward trend in oil prices.
$FRAX 🛢️ تمتلك فنزويلا من أكبر احتياطيات النفط في العالم، وإذا تم تطويرها بشكل كامل يمكن أن تغير ميزان سوق الطاقة العالمي. �
$ME 🇺🇸 الولايات المتحدة تُسرّع توسيع ترخيص شركة شيفرون في فنزويلا لزيادة الصادرات والاستثمار بعد التطورات السياسية الأخيرة. �
من يفتح بوابة النفط الفنزويلي لا يحصل فقط على البراميل… بل على نفوذ استراتيجي وزمن في لعبة الطاقة العالمية.
#oott #فنزويلا
Reuters +1
Reuters
$ME 🇺🇸 الولايات المتحدة تُسرّع توسيع ترخيص شركة شيفرون في فنزويلا لزيادة الصادرات والاستثمار بعد التطورات السياسية الأخيرة. �
من يفتح بوابة النفط الفنزويلي لا يحصل فقط على البراميل… بل على نفوذ استراتيجي وزمن في لعبة الطاقة العالمية.
#oott #فنزويلا
Reuters +1
Reuters
$FRAX 🛢️ Venezuela holds some of the world’s largest oil reserves — massive enough that tapping them could reshape energy markets if fully developed. �
$ME 🇺🇸 The U.S. is fast‑tracking an expanded Chevron license in Venezuela to increase oil exports and investment after recent political shifts. �
Whoever unlocks Venezuela doesn’t just gain barrels — they gain strategic influence and time in the global energy game.
#oott #Venezuela
Reuters +1
Reuters
$ME 🇺🇸 The U.S. is fast‑tracking an expanded Chevron license in Venezuela to increase oil exports and investment after recent political shifts. �
Whoever unlocks Venezuela doesn’t just gain barrels — they gain strategic influence and time in the global energy game.
#oott #Venezuela
Reuters +1
Reuters
$FRAX 🛢️ Venezuela holds oil reserves that could last 900+ years.
$ME 🇺🇸 The U.S. knows it — and that’s why Chevron’s Venezuela license is being fast-tracked. $RIVER
Whoever unlocks Venezuela doesn’t just secure oil supply.
They secure time.
#oott #Venezuela
$ME 🇺🇸 The U.S. knows it — and that’s why Chevron’s Venezuela license is being fast-tracked. $RIVER
Whoever unlocks Venezuela doesn’t just secure oil supply.
They secure time.
#oott #Venezuela
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