We are making a fortune in increased oil shipments and creating new, permanent world energy markets
TRUMP BOOM: Asian buyers are abandoning Middle Eastern oil & lining up 28 supertankers to carry US crude in May alone. Normal bookings at this point: 5. US Gulf Coast exports hit a record 4.90 million barrels a day in April. Trump's energy dominance is not a talking point. It is… pic.twitter.com/Sg62OpFrrN
— @amuse (@amuse) April 10, 2026
Very cool seeing the wave of empty tankers heading to the US to pick up some desperately needed crude for Hormuz-starved markets.
All the tankers on the map below are empty VLCCs (~2 million barrel capacity each) currently heading for the US Gulf Coast. https://t.co/lU7GCy7olm pic.twitter.com/I7QidvD0Rz
— Rory Johnston (@Rory_Johnston) April 10, 2026
Food for thought.
Trump, Hormuz and the End of the Free Ride
For half a century, Western strategists have known that the Strait of Hormuz is the acute point where energy, sea power and political will intersect. That knowledge is not in dispute. What is new in this war with… pic.twitter.com/rNeraxQLpx
— James E. Thorne (@DrJStrategy) April 3, 2026
The US oil market has undergone a historic transformation:
The US has been a net exporter of oil every quarter since 2020, with exports up to ~360 million barrels per quarter, the 2nd-highest on record.
Since 2008, US oil exports have surged +800%, driven by the shale… pic.twitter.com/CjvU8ijbcZ
— The Kobeissi Letter (@KobeissiLetter) March 12, 2026
h/t Dodger007