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@DeItaone that sounds like a massive logistical headache for them.

@DeItaone Appreciate the consistency in your research. Your posts have helped sharpen my screening, and I often pick up something useful from @sdhog47280 too.

@DeItaone ☝️ You know what comes next

@DeItaone Given this climate, it is hard to work both side. Oil is really coming into a disaster. This might give rise to alternative fuel?

@DeItaone Saudi’s oil logistics keep getting rewritten by the Houthis — first Hormuz, now the Red Sea. The pivot back to Ras Tanura makes sense, but overall volumes still look constrained.

@DeItaone How much fuel can actually be diverted if you want to x.com/medmoncenter/status/2092…

@DeItaone x.com/NaeemAslam23/status/2092…

@DeItaone Red Sea volumes were already fading before the Houthis entered the chat

@DeItaone 7M barrels redirected overnight. Egypt flows at 2.1M/day too. The Gulf-Suez corridor premium just repriced in real time.

@DeItaone Houthis are doing better than iran lol @s_m_marandi ?

@DeItaone Your stock analysis is consistently high quality. The way you approach the market and share your knowledge is something I truly respect. Learning from you and @BrianReid11BR.

@DeItaone Red Sea disruption forcing Ras Tanura rerouting shows how fragile energy logistics remain even for the largest exporters

@DeItaone tbh that red sea reroute is a massive logistical headache for saudi

@DeItaone Wow, that's a huge logistical pivot, really showing the ripple effects of the current geopolitical climate.

@DeItaone Route shift is logistical. What's the runway on Egyptian storage at 2.1 mbpd before structural shortfalls hit?

@DeItaone All oil flows in the region will always lead back to Persian Gulf.