Daily Brief: Mar 29, 2026

Tweets: 3

Authors: @AaronBastani, @disclosetv, @thejbullmarket

Places: Hormuz · US

Facilities: tank · tanker

Tweets

@thejbullmarket — Sun Mar 29 11:33:48 +0000 2026

Tweet · ❤️ 1136 · 🔁 131 · 💬 107

So, the overall deficit is around 1%, potentially 0% if the above stats are 1% higher, and would remain to be so for 3 months until the IEA oil reserves have been fully depleted.

@disclosetv — Sun Mar 29 20:08:47 +0000 2026

Tweet · ❤️ 3445 · 🔁 887 · 💬 65

ICYMI - Sony announces that it's suspending fulfillment of all orders for nearly its entire SD and CF express memory card product lines "due to the global shortage of semiconductors (memory) and other factors." https://t.co/CE6x7QoBKa

@AaronBastani — Sun Mar 29 22:08:01 +0000 2026

Tweet · ❤️ 2487 · 🔁 270 · 💬 23

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