oott

#WTICrudeTouches$85
321 crack spreads +$0.72 WoW to $45.87 on 07/31.

WTI -$4.64 to $84.67 on 07/31.

$45.87 are huge crack spreads in the US and reflect the global thirst for petroleum products from the US from even in the relatively early days of ramp up of Persian Gulf products exports. $45.87 is a huge economic incentive for US refiners to draw more crude and run at max capacity to make big margins. And as being heard in Q2 calls, refiners are running at max levels with these returns.

Thx @business safgroup.ca
#OOTT

🔥 Geopolitical risk surges in full force: the Iran war keeps escalating, and the Strait of Hormuz is nearly paralyzed

📊 Market overview
• BTC $62,878 (-2.97%)
• ETH $1,860 (-3.34%)
• SOL $72.81 (-2.53%)
• Fear & Greed Index 25 (Extreme Fear)

🛢️ Core driver: oil prices soaring
• US crude oil futures closed at $84.67/bbl, up +1.29% on the day
• Exxon and Chevron both issued warnings: the ongoing Iran war is pushing fuel prices higher, and Chevron posted its largest quarterly profit in history
• Daily transits through the Strait of Hormuz plunged 77% to just 5 vessels, with all traffic routed through Iran-only permission channels
• After an unmanned drone attack on the CPC Caspian pipeline, loading resumed, but 80% of Kazakhstan’s crude oil exports are hanging in the balance

⚔️ Signals of escalation
• Russia is providing electronic intelligence support to Iran (NBC confirmed)
• Iran’s Supreme National Security Council warns of blocking more strategic straits
• A cargo tanker near the waters of Oman was hit by an unidentified shell, damaging the engine room
• The US is reassessing the prospect of long-term military deployment in Kuwait

📉 Crypto market under pressure
With a flight-to-safety sentiment driven by geopolitics, major coins are broadly pulling back. BTC is nearing the $62,500 support level, while ETH has retested around $1,860. Altcoins like DOGE, LINK, and UNI are also trending lower in tandem. In the short term, watch for updates on Iran–Oman–Hormuz negotiations; if an agreement is reached, it could trigger a quick rebound in risk assets.

#BTC #ETH #SOL #OOTT #IranWar

🔴 Breaking! The U.S.-Iran war pauses for the third day; crude oil plunges by over 6% 📉

⚡️ Key developments: The United States and Iran have not launched attacks for the third consecutive night. Both sides have resumed mediation talks, entering a substantive ceasefire phase.

📊 Market reaction:
• Brent crude: at $87.16 (-6.45%), plunging sharply during the day
• WTI crude: at $83.17 (-6.7%)
• BTC: at $65,211 (+1.15%), steadily rebounding
• S&P 500 futures: up 0.7% | Nasdaq futures: up 1.2%

🔑 Key signals:
👉 The Strait of Hormuz blockade is still ongoing, but there are signs that tanker traffic may be resuming
👉 Iran warns it “will not allow the U.S. to decide the timing of peace and war”—ceasefire ≠ end of war
👉 China’s crude oil imports in July are expected to rebound significantly, showing a clear rise versus June

📌 Reminder: The crude oil selloff is driving a rebound in risk assets, but geopolitical risk has not been fully removed. Stay alert to the latest developments in the Strait of Hormuz—any escalation in conflict will trigger a second wave of volatility.

#BTC #OOTT #原油 #地缘政治 #Market analysis

🔴 Week 2 of the Iran–U.S. War: Oil prices dip briefly, but the geopolitical storm isn’t over

📊 Key data this week
• BTC $64,077 | ETH $1,862 | SOL $73.9
• WTI $89.31 (-3.12%) | Brent $96.78 (-3.88%)
• Fear & Greed Index: Extreme Fear

🛢️ Situation snapshot
U.S. forces sank an Iranian oil tanker attempting to break through the blockade in the Strait of Hormuz. The conflict has escalated across the Red Sea, the Strait of Hormuz, and into the Black Sea. Brent crude briefly broke above the $100 mark; analysts expect Q4 oil prices to hover near $100.

🪙 Crypto market
BTC is trading in a range around the $64K level. The oil-price pullback provides only short-lived relief to inflation concerns, but rising U.S. Treasury yields have boosted expectations of further rate hikes, putting overall pressure on risk assets.

⚠️ Key takeaways
• Pakistan mediates a ceasefire; China joins the mediation
• Iran’s new leader is more inclined than the former to pursue nuclear capabilities
• Disruptions to shipping through the Strait of Hormuz could last for a year or more

#BTC #ETH #OOTT #Iran War

🛢️ Day 13 — The Strait of Hormuz becomes a "no-go zone"

Iranian parliament speaker Qalibaf: "We don't sell oil. No one else will be able to." U.S. B-1 long-range bomber aircraft carried out its first strike mission against Iran. The Houthis claimed they attacked two Saudi oil tankers—while the Strait of Hormuz was effectively closed.

Crude oil price data:
▪️ Brent crude $96.09, a six-week high, up $2+ on the day
▪️ WTI breaks through the $90 level, quoted at $89.52, up 3.6% on the day
▪️ US Crude $86.83, up $2.49 (+2.95%)

Iran warns of a "full shutdown of Gulf oil," threatening to cut off power and energy infrastructure for U.S. allies. Shipping data confirms the Oman route has completely ground to a halt—only 1–2 daring tankers try to sail (one of them turned around and returned).

The global oil pricing system is undergoing a geopolitical-violence revaluation. European natural gas is approaching its highest level since the outbreak of war.

#Oil #Iran #OOTT

#BrentCrudeUp4.6% OIL - BACK ABOVE ITS 7-YEAR MOVING AVERAGE

After a breakout of its 2- and 7-year moving averages, followed by a fall below it as peace hopes were reinforced between Iran and the US, oil (adjusted for money supply) is now back above those two critical levels.

Remember that oil remains one of the cheapest hard commodities, after natural gas, while being in the lower end of its long-term cycle, where the upside potential by far compensates for the downside risk.

#OOTT $XLE $BZ $NEWT

🇮🇷 BREAKING: Iranian State TV Leaks Draft MOU – Iran Claims FULL Authority Over Hormuz

Iran says it will:
✅ Decide which vessels pass
✅ Set shipping routes & fees
✅ Collect $12B in frozen funds within 60 days

The catch: Trump REJECTED the draft. He demands NO fees, NO money, and Iran destroys its nuke stockpile first.

Bottom line: Iran leaked their version to claim victory. Trump says no deal yet. The strait stays blocked. The fight continues. 🔥

#BREAKING #Iran #US #Hormuz #OOTT

🚨 THE WORLD RUNS THROUGH 8 STRAITS

Trade, Oil, LNG, Military power.

Key chokepoints:

• Malacca ~25% of global traded goods
• Hormuz ~25% of global oil, ~⅓ of LNG
• Singapore ~50% of global seaborne trade
• Gibraltar Atlantic ↔ Mediterranean
• Bosphorus Black Sea outlet
• Magellan Atlantic ↔ Pacific backup
• Bering Arctic gateway
• Bass Australian passage

These are pressure points.

Close Hormuz... Oil spikes.
Disrupt Malacca... Asia freezes.
Block Bosphorus... Black Sea trade halts.

Geopolitics isn’t abstract.

It’s maritime geometry.

#oott #Commodity #trade

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#iraqorders5oilfieldstoboostoutput
Here's a ready-to-post viral X/Twitter post/thread optimized for engagement: 🚨 Iraq just ordered 5 major oil fields to crank up output — full throttle ahead! 🔥 After the US-Iran deal to reopen the Strait of Hormuz, Iraq’s Basra Oil Co. told operators of Rumaila, West Qurna-1, West Qurna-2, Zubair, and Artawi to ramp up to pre-war levels, targeting over 3 million barrels per day. #IraqOrders5OilFieldsToBoostOutput This is huge. Iraq was hammered by disruptions — now it’s flipping the switch on massive production. More supply hitting the market could ease oil prices, stabilize global energy, and boost Iraq’s economy big time. From forced cutbacks and force majeure to aggressive rebound in days. Classic post-crisis energy play. Will this flood the market and crash prices? Or will demand soak it up? OPEC+ watching closely. Energy traders, oil bulls, and geopolitics watchers — what’s your take? Bullish for oil stability or more volatility ahead? 👇
#oil #OOTT #EnergyCrisis #Hormuz
$BTC $BNB $ETH

#iranoilflowssurgepostblockade
🚨 BREAKING: IRAN OIL FLOODS THE MARKET — #IranOilFlowsSurgePostBlockade
Seven massive supertankers just sailed out of Chabahar carrying 14 MILLION BARRELS of Iranian crude — the floodgates are wide open after the US blockade lifted!
Months of naval lockdown? Over.
Hormuz tensions easing. Global oil supply shock turning into a supply SURGE. Prices tumbling. Markets breathing again.
This is the biggest energy pivot since the crisis began. China, India, and the world are loading up while the West watches the barrels roll.
Who’s winning the great oil game now?
Drop your takes below 👇
#OOTT #oil #EnergyCrisis #StraitOfHormuz
$BTC
$ETH