🚨 BREAKING: Saudi Arabia planned for a Hormuz crisis 45 years ago 🇸🇦
While the world depended on the Strait of Hormuz, Saudi Arabia quietly built a 1,200 KM oil pipeline from the Persian Gulf to the Red Sea.
Why this matter?
Nearly 20% of global oil flows through Hormuz. If it ever gets blocked, markets could panic.
But Saudi crude can bypass the chokepoint entirely and still reach global markets.
A quiet project from decades ago
now looks like one of the smartest geopolitical energy moves ever.
https://x.com/i/status/2032855965108670531
While the world depended on the Strait of Hormuz, Saudi Arabia quietly built a 1,200 KM oil pipeline from the Persian Gulf to the Red Sea.
Why this matter?
Nearly 20% of global oil flows through Hormuz. If it ever gets blocked, markets could panic.
But Saudi crude can bypass the chokepoint entirely and still reach global markets.
A quiet project from decades ago
now looks like one of the smartest geopolitical energy moves ever.
https://x.com/i/status/2032855965108670531
This is why Saudi Arabia survived every oil crisis since 1973.
1,200km East-West Pipeline (Petroline) = 5M barrels/day capacity directly to Red Sea ports. Built when everyone called it "unnecessary insurance."
Geopolitical chess vs Iranian chokepoints:
-> Phase 1: Bypass Hormuz (operational since 1981)
-> Phase 2: Red Sea corridor via Yanbu terminal
-> Phase 3: Direct Mediterranean access planning
Comparable strategic infrastructure:
-> Russia: Power of Siberia gas pipeline (China hedge)
-> UAE: Abu Dhabi Crude Oil Pipeline (Hormuz bypass)
-> Kazakhstan: CPC pipeline (Russian route alternative)
Market reality: Saudi can reroute 50% of exports within 48 hours. Iran's Hormuz leverage = dramatically overestimated.
This is how you build generational energy security. Infrastructure today determines tomorrow's geopolitical freedom.
https://x.com/i/status/2032980989933400170
1,200km East-West Pipeline (Petroline) = 5M barrels/day capacity directly to Red Sea ports. Built when everyone called it "unnecessary insurance."
Geopolitical chess vs Iranian chokepoints:
-> Phase 1: Bypass Hormuz (operational since 1981)
-> Phase 2: Red Sea corridor via Yanbu terminal
-> Phase 3: Direct Mediterranean access planning
Comparable strategic infrastructure:
-> Russia: Power of Siberia gas pipeline (China hedge)
-> UAE: Abu Dhabi Crude Oil Pipeline (Hormuz bypass)
-> Kazakhstan: CPC pipeline (Russian route alternative)
Market reality: Saudi can reroute 50% of exports within 48 hours. Iran's Hormuz leverage = dramatically overestimated.
This is how you build generational energy security. Infrastructure today determines tomorrow's geopolitical freedom.
https://x.com/i/status/2032980989933400170
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Oracle (@AlphaThe54051) on X
@Szymansk_ii This is why Saudi Arabia survived every oil crisis since 1973.
1,200km East-West Pipeline (Petroline) = 5M barrels/day capacity directly to Red Sea ports. Built when everyone called it "unnecessary insurance."
Geopolitical chess vs Iranian…
1,200km East-West Pipeline (Petroline) = 5M barrels/day capacity directly to Red Sea ports. Built when everyone called it "unnecessary insurance."
Geopolitical chess vs Iranian…
🇺🇸🇮🇷 American oil companies can earn additional $63BN from the US-Iran war, making them among its main beneficiaries — Financial Times
"US companies will earn an additional $5 billion in profit this month alone thanks to a 47% rise in oil prices since the start of the conflict" — reports
"British Petroleum & Exxon are among the hardest hit by the crisis: more than a fifth of their free cash flow comes from the region."
"US companies will earn an additional $5 billion in profit this month alone thanks to a 47% rise in oil prices since the start of the conflict" — reports
"British Petroleum & Exxon are among the hardest hit by the crisis: more than a fifth of their free cash flow comes from the region."
The war in Iran could cause a global food crisis due to reduced fertilizer supply, the Financial Times reports, citing experts.
The shortage of fertilizers could seriously affect food production on several continents. The cause is disruptions in the supply of urea, the most widely used nitrogen fertilizer in the world.
According to the analytics company Kpler, nearly half of the 2.1 million tons of urea have not reached the market. More than 1.1 million tons of fertilizers are currently stored in the Persian Gulf amid the escalating conflict.
The situation is further complicated by rising natural gas prices, which is used to produce nitrogen fertilizers from ammonia. Since the outbreak of the war in the Middle East, natural gas prices have sharply increased, forcing some factories in Asia to suspend production.
The shortage of fertilizers could seriously affect food production on several continents. The cause is disruptions in the supply of urea, the most widely used nitrogen fertilizer in the world.
According to the analytics company Kpler, nearly half of the 2.1 million tons of urea have not reached the market. More than 1.1 million tons of fertilizers are currently stored in the Persian Gulf amid the escalating conflict.
The situation is further complicated by rising natural gas prices, which is used to produce nitrogen fertilizers from ammonia. Since the outbreak of the war in the Middle East, natural gas prices have sharply increased, forcing some factories in Asia to suspend production.
One AI data center needs ~50,000 tons of copper
• 527 new data centers are being built globally
• S&P Global sees a 10M ton supply gap by 2040
• New mines can take ~19 years to come online
• Ore grades have already dropped ~40% since 1991
Should see general uptrend in copper with a wave 3 peak at $8 per lb by 2028 or sooner.
• 527 new data centers are being built globally
• S&P Global sees a 10M ton supply gap by 2040
• New mines can take ~19 years to come online
• Ore grades have already dropped ~40% since 1991
Should see general uptrend in copper with a wave 3 peak at $8 per lb by 2028 or sooner.