Daily Brief: Mar 12, 2026

Tweets: 5

Authors: @DKThomp, @JavierBlas, @SmallCapScience, @ira_joseph, @jackprandelli

Places: Asia · Asian · Hormuz · Qatar · Red Sea · Saudi Arabia · US

Facilities: crude · port · tank · tanker

Tweets

@SmallCapScience — Thu Mar 12 12:04:37 +0000 2026

Tweet · ❤️ 630 · 🔁 24 · 💬 16

Yield = 28M free barrels of oil.

@DKThomp — Thu Mar 12 15:09:32 +0000 2026

Tweet · ❤️ 149 · 🔁 22 · 💬 5

https://t.co/KNpxiCSIiE

@JavierBlas — Thu Mar 12 16:24:12 +0000 2026

Tweet · ❤️ 1454 · 🔁 320 · 💬 43

Saudi Arabia is booking more and more super oil tankers at sky high rates (>$450,000 a day vs pre-war levels of $100,000 a day) to shift crude from the Red Sea into global markets.

@jackprandelli — Thu Mar 12 20:46:24 +0000 2026

Tweet · ❤️ 3773 · 🔁 1326 · 💬 76

#oott

@ira_joseph — Thu Mar 12 21:36:43 +0000 2026

Tweet · ❤️ 337 · 🔁 36 · 💬 21

The market is coming to grips with the idea that not much gas demand exists over $20/MMbtu and we are about to find how much there is over $15. Renewables, batteries and more flexible coal use may be rewriting the book on gas demand elasticity. @ColumbiaUEnergy

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