03-28-26 spal
Schrödringer's Trump
Now claiming that he has won the war, is currently winning the war, needs help to win the war and needs no help to win the war. All to destroy a nuclear program he claims to have destroyed last year. |
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03-28-26 carib
| Lea más: (Senadoras de EE.UU. cuestionan operaciones con bonos de Venezuela en torno a caída de Maduro) https://www.bloomberglinea.com/mercados/senadoras-de-eeuu-cuestionan-operaciones-con-bonos-de-venezuela-en-torno-a-caida-de-maduro/ |
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03-28-26 savo
this is a mess turning into a world war... the US is essentially leaving China without oil supply.. at some point they will respond.
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03-28-26 carib
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03-28-26 ruspan
LR2 (Long Range 2) 80,000–159,999
Suezmax 120,000–200,000
VLCC (Very Large Crude Carrier) 160,000–319,999
VLCC 200,000–320,000
ULCC (Ultra Large Crude Carrier) 320,000–549,999 ULCC 320,000–550,000
I am sorry, copy/past did not work well. Here are the basic numbers.
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03-28-26 ruspan
Oil tankers in the Suez Canal are primarily limited by a maximum draft of
(
), a beam of
(
), and a height (air draft) of
(
). Known as "Suezmax," these vessels generally have a maximum capacity of around
to
deadweight tons (DWT) and an overall length of up to
(
).
Kuwait Oil Tanker Co. S.A.K.
Kuwait Oil Tanker Co. S.A.K.
+3
Key Size Constraints (Suezmax):
Draft:
(
).
Beam (Width):
(
).
Height (Air Draft):
(
).
Deadweight Tonnage (DWT): Typically
–
DWT.
Wikipedia
Wikipedia
+3
Operational Considerations:
Fully Laden vs. Ballast: While many loaded tankers fit, some fully laden Very Large Crude Carriers (VLCCs) may exceed these limits and must partially unload cargo (transshipment) before passing.
Channel Depth: The canal depth is approximately
(
).
Bridge Height: The Suez Canal Bridge restricts the height of vessels to
.
Kuwait Oil Tanker Co. S.A.K.
Kuwait Oil Tanker Co. S.A.K.
+1
Suezmax vessels are specifically designed to meet these maximum dimensions to allow for efficient passage between the Mediterranean and the Red Sea. |
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03-28-26 carib
| What is the size limit for oil tankers in the Suez canal? |
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03-28-26 spal
Force Majeure: Analysts expect Saudi Aramco to declare Force Majeure on Red Sea deliveries within the next 24–48 hours, effectively removing 4.4 million barrels per day (bpd) from the global waterborne market.
he Grey Market and $120 Brent Forecast
The "Security for Oil" pact’s collapse has created a historic inversion in the shadow markets.
Russian Urals Premium: For the first time, Russian Urals is trading at a $5–$10 premium over Brent, reaching $105.50/bbl on the grey market. Moscow is now the world’s "lender of last resort" for crude.
Sunday Night Forecast: When markets open on March 29, a $10–$15 "gap up" is expected. We are projecting a breach of $120/bbl within the first hour of Asian trading. |
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03-28-26 spal
As the Houthis join the Iran war, a look at the oil tanker situation around the Red Sea and critical Bab al-Mandab Strait from
@MarineTraffic
.
Dozens of tankers have rerouted to the Saudi oil port of Yanbu (highlighted), with dozens more transiting the waterway.
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They are possibly trapped - it is an exercise in really good timing by the Houthis |
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03-28-26 spal
The Iranian-backed Houthis in Yemen have decided to officially join the ongoing war on the side of Iran, with sirens currently sounding across Southern Israel due to the launch of a ballistic missile from Yemen.
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03-28-26 spal
OSINT Verification: Immediacy of the Threat
The Trigger: Today's (March 27) simultaneous Israeli/US strikes on Mobarakeh Steel (Isfahan) and Khuzestan Steel (Ahvaz) provided the IRGC with the "strategic permission" to target regional metallurgical hubs.
The Order: Tasnim and Fars News Agencies have broadcast the evacuation mandate for Saudi Hadeed, Emirates Steel, Qatar Steel, Bahraini Foulath, KWT Steel, and Yehuda Steel.
Immediacy: The IRGC Aerospace Force (Gen. Mousavi) has characterized this not as a future warning, but as a pre-launch protocol. Historically, in this 2026 conflict, Iranian "evacuation orders" have preceded kinetic impact by 4 to 12 hours. |
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03-28-26 spal
| Ukrainian drones hit Russia’s Yaroslavl Oil Refinery |
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03-28-26 spal
| Pilly ... your view on this move old friend? |
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03-28-26 spal
Israel ... I would attempt to seriously reign them in. But since I am just a share trader I am staying long oil and oil infrastructure.
I mean seriously Israel did not anticipate this? And worse if they did ... and I think they did. |
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03-28-26 spal
Based on current OSINT reports and state media releases from Tehran today, March 27, 2026, the claim is verified as true.
This evacuation order marks a significant expansion of Iran’s target list, moving from energy infrastructure (targeted on March 18) to the regional industrial and metallurgical sector.
OSINT Verification & Context
The Trigger: Earlier today (Day 28 of Operation Epic Fury), the Israeli Air Force conducted simultaneous strikes on two of Iran's primary steel hubs: Mobarakeh Steel (Isfahan) and Khuzestan Steel (Ahvaz). These facilities, partially owned by the IRGC, sustained heavy damage to power substations and production lines.
The Order: In immediate retaliation, the IRGC’s public relations office and the Tasnim News Agency published a warning for workers at "US- and Israeli-linked" industrial sites to evacuate. The order specifically advises all personnel and residents within a 1-kilometer radius of the listed plants to leave to avoid "imminent harm."
Targeted Facilities (Verified List):
Saudi Arabia: Hadeed (SABIC) complex, Al-Jubail.
UAE: Emirates Steel Arkan, Abu Dhabi.
Qatar: Qatar Steel, Mesaieed.
Bahrain: Foulath (SULB & GIC), Al Hidd.
Kuwait: United Steel Industrial Co (KWT Steel), Shuaiba.
Israel: Yehuda Steel, Isdud (Ashdod).
Strategic Implications
By targeting these specific plants, Tehran is moving to paralyze the regional construction and defense supply chains. Analysts at CSIS and Verisk Maplecroft suggest this is a "horizontal escalation" intended to prove that Israel’s tactics against Iranian industry will be met with symmetrical economic costs for GCC partners.
The UAE and Saudi Arabia have reportedly raised their civil defense alert levels to "Red" in response, with some non-essential staff already being moved from the Jubail and Abu Dhabi sites as of 8:00 PM local time. |
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03-28-26 spal
Iran has issued an evacuation order for the following #steel production plants:
Saudi Hadeed Steel
Emirates Steel Arkan
Qatar Steel
Bahraini Foulath
Kuwaiti United Steel Industrial Co
Israeli Yehuda Steel
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03-28-26 spal
BREAKING: The BAPCO refinery complex is on fire in Riffa, Bahrain, locals tell Rerum Novarum.
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Whoops |
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03-28-26 spal
Protest is rapidly escalating in Bahrain. The Al Khalifa family is likely relocating to Saudi Arabia soon, Iran may reclaim Bahrain.
Nearly 65% of population of Bahrain are pro-Iranian Shia. |
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03-27-26 pillz
coool:
Rubio also said Iran may decide to set up a tolling system for the Strait of Hormuz and insisted that European and Asian countries that benefit from trade through the waterway should contribute to efforts to secure free passage through the strait once the conflict ends. |
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03-27-26 spal
A plastic shortage is emerging
- Asia produces ~60% of global plastics
- ~50% of plastic production relies directly on oil and gas inputs
- ~80% of Hormuz-linked oil and gas flows were directed to Asia
Energy shortages translate directly into reduced plastic output
Plastic is a foundational input across industries
- Agriculture
- Households and textiles
- Electrical and electronics
- Automotive
- Construction
- Packaging
The Hormuz crisis is rapidly cascading through the global economy. |
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03-27-26 spal
Alexander Stahel 🌻
@BurggrabenH
The war in Iran, and the energy shock that follows, is already throwing off second-order effects.
One of them: Ukraine is stepping up strikes on Russian oil infrastructure to deny Moscow any windfall. In two days, it hit Primorsk and Ust-Luga export terminals, plus a tanker in the Black Sea near Novorossiysk. That's material, yet in the current noise it barely registers.
It is unclear to me whether these strikes translate into sustained disruption, but the direction is obvious. Ukraine is not allowing higher oil prices to flow straight into Russian war funding, and there is little reason to expect this campaign to stop. After all, Trump made it clear that there is no serious sheriff in town anymore. Everyone has to play their own game. And they do.
If this continues, the volumes at risk are significant |
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03-27-26 spal
SPAL: I think Trump never spoke on behalf of Israel, and the deadline was for bombing conventional power plants, not nuclear sites..
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Then he'd better make the separation crystal clear. Now let's see if he does. I doubt it. It would be wise. That is why I doubt it.
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03-27-26 carib
| SPAL: I think Trump never spoke on behalf of Israel, and the deadline was for bombing conventional power plants, not nuclear sites.. |
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03-27-26 victor
Iran confirms attack on uranium extraction plant in Yazd
The Israeli army has confirmed its attack on the uranium extraction plant in Yazd, central Iran.
In a post on Telegram, the army said that it had struck the alleged uranium extraction plant, targeting the main infrastructure used for the uranium enrichment process.
Enriched uranium is a key material used to create nuclear weapons, and Iran’s stock has been central to ongoing disputes with the US and Israel.
As we reported earlier, Iran’s Atomic Energy Organisation said the attack on the plant did not result in the leakage of any radioactive materials. |
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03-27-26 savo
regarding veni.. it is time to put some terms and conditions on the table to start working on some real numbers instead of all the fuggazzi produced by the anals.
First thing that needs to be solved is how accrued interest is going to be treated... |
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03-27-26 spal
BREAKING: “Israel has hit 2 of Iran's largest steel factories, a power plant and civilian nuclear sites among other infrastructure. Israel claims it acted in coordination with the U.S.
Attack contradicts POTUS extended deadline for diplomacy.
Iran will exact HEAVY price for Israeli crimes.” - Iranian Foreign Minister Abbas Araghchi.
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Oops!…I Did It Again
... Britney Spears |
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03-27-26 spal
*US SIGNALS TO ALLIES NO IMMEDIATE PLANS FOR IRAN INVASION
Clown show |
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03-27-26 spal
BREAKING: Russian oil producers are warning buyers about possible "force majeure" on oil supplies as Baltic ports face new Ukrainian drone attacks.
40% of Russia's oil export capacity is about to come to a halt amid drone strikes.
Asia's energy crisis is about to accelerate. |
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03-27-26 carib
Two Dubai property developers have seen their Islamic bonds, or sukuk, fall into distressed territory, with investor concern mounting over credit quality and refinancing risks as the war in the Middle East rolls on for a fourth week.
Six dollar-denominated sukuk issued by property firms were indicated at distressed levels, or trading with a yield spread of over 1,000 basis points above the risk-free rate, according to data compiled by Bloomberg as of Tuesday’s close. In total, they represent about 15% of dollar real estate bonds in the Middle East.
The Shariah-compliant bonds are issued by entities linked to Dubai-based Binghatti Holding Ltd and Omniyat Holdings Ltd, with a 2027 issue from Binghatti coming in as the most distressed. Binghatti’s core business is mid-market housing, though it has also made a push into luxury projects, unveiling plans for a Mercedes-branded tower and one of the world’s tallest residential buildings. Omniyat focuses on the ultra-luxury segment.
(Bloomberg) |
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03-27-26 victor
dt is surely bringing the world together
//
Mercosur and Canada near free-trade agreement with April talks
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03-27-26 CAC
https://www.lanacion.com.ar/economia/eeuu-fallo-a-favor-por-ypf-y-la-argentina-se-evita-pagar-mas-de-us16000-millones-nid27032026/
https://finance.yahoo.com/quote/BUR/ |
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03-27-26 Merlino
Veni/Pdvsa continue climbing the wall of worry
Worries? Several in my view
Locals start to ask for better salaries and to strike....but there is no money to satisfy them
Mcm and her local/intl gang look to destabilize Delcy´s gov
Some sectors specially in the army either because of chavism/nationalistic ideology or for other reasons are not satisfy with current state of affairs and may try to mount a coup....no idea of their relative strength
USA may be forced to divert attention to other more pressing subjects, Rubio and/or Trump may be forced out and new officials may not have same interest in Veni
Fresh intl investments in Veni currently more of a proposition than of a reality....apparently waiting for even more favorable legislation, security, political consolidation, etc
Etc
Perhaps current intl situation helps and USA accelerates Veni´s intl financial regularization, debt restructuring, etc
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03-27-26 leopardo
| Planning to go to about 10% during this year. |
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03-27-26 leopardo
| I'm about 15% Vnz\Pdvsa % of my liquid assets. |
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03-27-26 carib
Panas: now.. yes.
Below 5% when they were under sanctions. |
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03-27-26 panasonic
| Carib, as percentage of your liquid assets, over 10%? |
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03-27-26 spal
| Carib - to me it is bluster. They are vulnerable. Their best option right now is to rally around the US flag ... that is not their best longer term strategy. |
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03-27-26 spal
he sold 3,000 shares on Monday
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I am not sure if I'd call that cashing in ... maybe he bought lunch that day. |
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03-27-26 carib
SPAL: as an armchair commander I would agree with that UAE chap.
But it's easy to do so at no cost. |
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03-27-26 carib
| Panas: I have already way too much PDVsa |
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03-27-26 patient-trader
Published 25 March 2026, 10:11
Frontline chairman Ola Lorentzon has cashed in shares after a dizzying price rise this year.
With the US and Oslo-listed VLCC and suezmax specialist’s stock jumping 72% this year, he sold 3,000 shares on Monday.
The average price was NOK 332.31 each for a total of NOK 997,000 ($102,500). |
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