Daily Brief: Mar 09, 2026

Tweets: 9

Authors: @AliR_Ahmadi, @ChrisO_wiki, @DMichaelTripi, @FaytuksNetwork, @GasBuddyGuy, @KobeissiLetter, @chrisschmitz, @mattparlmer, @zerohedge

Places: Asia · Iran · US

Facilities: crude

Tweets

@GasBuddyGuy - Mon Mar 09 02:29:27 +0000 2026

Tweet · ❤️ 11306 · 🔁 2529 · 💬 219

We're in uncharted territory- if WTI crude holds these gains tomorrow- the current rise of 29.9% or $27.16/bbl would be its largest single day price jump- in both percent and amount- ever. Ever. EVER.

@DMichaelTripi - Mon Mar 09 03:21:42 +0000 2026

Tweet · ❤️ 17278 · 🔁 2730 · 💬 1214

NEW: US officials surprised by Iranian military response, did not expect retaliatory strikes to be extensive or sustained, planned for operations in Iran to go similarly to Venezuela according to NYT.

@zerohedge - Mon Mar 09 03:52:37 +0000 2026

Tweet · ❤️ 4305 · 🔁 933 · 💬 73

*SUMITOMO CHEMICAL ASIA DECLARES FORCE MAJEURE ON DELIVERIES

@AliR_Ahmadi - Mon Mar 09 09:44:25 +0000 2026

Tweet · ❤️ 1619 · 🔁 157 · 💬 6

Everyone is doing the FORCE MAJEURE. Its the new viral TikTok trend for oil and chemical executives.

@ChrisO_wiki - Mon Mar 09 11:13:19 +0000 2026

Tweet · ❤️ 1030 · 🔁 286 · 💬 22

Assessment from the Dutch bank Rabobank - basically, in another week we're all fucked: https://t.co/aJVwHxeEjC

@KobeissiLetter - Mon Mar 09 15:24:56 +0000 2026

Tweet · ❤️ 3434 · 🔁 598 · 💬 250

BREAKING: US oil prices fall to $95/barrel as the reversal accelerates, now up just +4% on the day. https://t.co/4F5sd62kkJ

@FaytuksNetwork - Mon Mar 09 15:52:47 +0000 2026

Tweet · ❤️ 563 · 🔁 73 · 💬 44

TRUMP on oil prices to the New York Post: "I have a plan for everything."

@chrisschmitz - Mon Mar 09 16:35:37 +0000 2026

Tweet · ❤️ 3004 · 🔁 422 · 💬 105

Iran likely has no radar coverage left , as any radar emission required for anti ship missle targeting would be detected by US ELINT and provide US with radar location.

@mattparlmer - Mon Mar 09 17:50:19 +0000 2026

Tweet · ❤️ 2728 · 🔁 246 · 💬 52

"If Gulf money is off the table who is going to fund datacenter buildout?"

[[Q1-SUPPLY-DESTRUCTION]]
[[Q2-PRICE-IMPACT]]
[[Q3-EUROPE-IMPACT]]