Post

@unusual_whales If Hormuz stays closed, this stops being just a geopolitical headline and becomes an inflation story. Oil, shipping costs and yields are what I’m watching next. You and @notyasminee are both worth following when macro risk starts moving markets.

@unusual_whales that sounds like it could really rattle the markets.

@unusual_whales does anyone believe them ? has t ships been passing through daily ?

This actually contradicts everything we covered today, Iran and Oman were reportedly discussing a temporary maritime corridor, Pakistan’s army chief visited Tehran to support diplomacy, Qatar is mediating, and oil dropped below eighty dollars specifically on de escalation hope. Worth verifying this claim directly before posting, it may be an older or unconfirmed statement that runs opposite to today’s actual price action and diplomatic signals.

@unusual_whales until the blockade lifts and the war ends, so, never then, i will have my espresso and wait

@unusual_whales Iran is using the Strait of Hormuz as leverage, linking its reopening to a broader and permanent end to the conflict, not merely a shipping arrangement. Even the Iran-Oman transit-corridor plan does not mean the strait has reopened, so the risk to oil and LNG flows remains high

@unusual_whales That would ne nice

@unusual_whales Linking Hormuz to the US blockade, the wider war and Lebanon makes reopening depend on several parties and fronts. That raises the political bar. The first real repricing trigger is an operational order followed by verified commercial transits.

@unusual_whales Lol with what Navy? If they're relying on their mines, more get cleared every day.

@unusual_whales That is a definite condition. With the US there, peace will never return because there will be 2 "guardian angels" at one time.

@unusual_whales So much for “deal imminent.” This war is not ending soon x.com/TheStockUp_/status/20926…

@unusual_whales $SPY doesn't seem to care anymore lol

@unusual_whales Markets always adapt 💪 When wars and blockades expose how broken traditional systems are, @401_JK delivers pure belief & awareness, the ultimate meme to mog the system, resist, and actually retire on your terms. $CA: Cz7LGKdZPpAxonXx23ZYPW3RtDQvjcf17ZDCZEzFpump x.com/apairofjacks88/status/20…

@unusual_whales Trump can't bring Netanyahu to the table; I doubt the Iranian leaders will. How much clearer can it be that we are at war so that Israel can steal more land from its neighbors?

@unusual_whales Closing the Strait of Hormuz is the nuclear option for global oil supply Expect major volatility across energy markets

@unusual_whales The only problem for Iran is, it’s open right now 😝

@unusual_whales Why? Did the buffoon say that US has a total control ovet the strait ? He’s lying again? Time to end this cause his lies are getting out of hand somehow

@unusual_whales the real bottleneck is physical transit not rhetoric iran can choke 20m barrels a day watch brent backwardation widen

@unusual_whales Iran has declared that the Strait of Hormuz will stay closed until the U.S. removes its naval blockade and the war, including hostilities in Lebanon, comes to an end.

@unusual_whales the straight is open

@unusual_whales China has publicly announced its non-compliance with new US sanctions against Iran and threatened reciprocal retaliation. Will this have a substantial impact on US sanctions against Iran? 👇x.com/catoliang/status/2092417…

@unusual_whales Lol. This back and forth idiocy from the US has a lot of people confused. I'll clear it up again. Consider the SOH a Chick Fil-A on Sunday: CLOSED!!

@unusual_whales now the markets zoom in on trump- what’s he gunna do? lol

@unusual_whales According to the EIA, roughly a fifth of global petroleum liquids consumption moves through that strait each day, and the tanker insurance market usually reprices before anything else.

@unusual_whales what does lebanon have to do with anything?

@unusual_whales hormuz closed while lebanon is still in the terms is a long choke oil cargoes price the strait first, not the press statement

@unusual_whales Never start a sentence with “Iran says”. It’s all bullshit and propaganda. No one with a brain believes any claim they make.

@unusual_whales Iran doesn't have a nuclear weapon. No one gives a s*** what they think

@unusual_whales Trump might declare victory for the 50th time after he reads the Iran update.

@unusual_whales x.com/PoopCoinPapi/status/2092…

@unusual_whales Is anyone other than Iran actually prohibited from sending ships through the straight?

@unusual_whales Back to square 1

@unusual_whales How long is left on strategic reserves?

@unusual_whales I thought trump said it was open 🤔

@unusual_whales Hormuz remains a key macro variable. Any sustained change in energy flows can quickly feed into inflation expectations, rates, USD and ultimately risk-asset liquidity.

@unusual_whales 🤣

@unusual_whales Lebanon in the conditions keeps the geopolitical risk bid alive rn

@unusual_whales After so many fake ceasefire agreements nobody will believe the real ceasefire at first Ships returning to regular flow through the strait is the only tell now

@unusual_whales It's not closed. Here's the oil that is transiting the strait. These are ship-to-ship transfers in the Gulf of Oman(credit @TankerTrackers). If Hezbollah is to be considered part of Iran in negotiations then they should be deemed legitimate targets for the US Military. x.com/insearchofpar/status/209…

@unusual_whales @SeekingTruth4us x.com/Av8r07/status/2092652836…

Holding a fifth of the world's global oil supply completely hostage with a geopolitical hostage list that now spans multiple countries and conflict zones, because nothing spices up international maritime trade quite like turning an entire shipping lane into an infinite-demand bargaining chip.

@unusual_whales It will remain closed for Iran until that happens maybe. It’s open for everyone else 🤣🤣🤣

@unusual_whales Iran is making its position clear: the Strait of Hormuz stays closed until the U.S. blockade is lifted and the war ends. This is a serious situation that could affect global trade and energy prices. 🇺🇸🇮🇷

@unusual_whales x.com/IAmSagzee/status/2092638…

@unusual_whales Do they think the strait is still closed ?

@unusual_whales So they admit that the U.S. blockade has closed the straight? lol. They make zero sense. Can they at least do propaganda correctly. Authoritarian regimes are always supposed to be good at propaganda.

@unusual_whales iran threatens hormuz every crisis, markets barely flinch now

@unusual_whales You guys need to stop posting about this until it's resolved. It's embarrassing.

@unusual_whales Yet we keep moving millions of barrels of oil through it...

@unusual_whales x.com/NV9877/status/2092659151…