You poor thing. I can't imagine living with that kind of oppression.

Not to mention your full set, mint collection of Hustler. Trolling without purpose is merely static. You understand that well too I presume?

WTF are you talking about Chevron, Exxon, BP, Shell are majors, and are vertically integrated owning production.

Valero is the largest independent refinery and Delta has a boutique refinery not worth mentioning in the oil business.

You’re trying to fear monger with what refiners are “paying” for oil and the largest players own their own wells.

They/them
They/them
They/them

That oughta give vaxed and advocate enough of a heart attack that guys below them can move up a spot.

Fear monger? It's easily verifiable. Yes the largest players own their own wells but they still buy barrels on the market. That still isn't even considering the hit everyone is taking to reserves.

show me where oil is being bought for $150 or more by any company in the US… I tend not to care what Europe and Africa are paying when the energy policies in Germany and other small countries has been called out for years. 3 yrs ago European Countries were paying astronomical prices for energy.

This video at 2:30 always makes me smile

https://www.c-span.org/clip/white-ho...russia/5003264

An even better video is the German Chancellor laughing when told his energy prices were going to skyrocket.

nope, it’s just fun to laugh at that nonsense since the majority of the Country does also. I just wish theys would stop shooting up schools lately

You don’t understand oil. The index set the price per gallon for demand.

Exxon can own an oil well and have a production cost of <$30 a barrel. They’re not just gonna sell gas for .50 cents a gallon when the index’s set the going rate.

It’s works the other way too, a boutique refinery pays $150 a barrel, they can’t just charge $8 bucks a gallon because they paid for a supply chain disruption.

The oil “majors” still have supper cheap production cost and can’t just shutdown production to raise the prices to $8, when it kills demand.

Tons of major refinery’s buy open market oil, it’s usually distressed shipments from a maintenance problem at the planned refinery.

The oil index’s speculate global demand with supply, they don’t speculate who will pay above sticker price due to a supply chain problem.

it’s ok to be upset your company got bought because of the policies you and your believers championed for 2+ years. I’m sure the State of Hawaii’s increasing taxes on tourists and climate initiatives will help.

With any luck our new owner will move its HQ to a more business friendly State. WA is ranked #45..that should help with the Economic Impact of Iran

Uhh, my company didn't get bought dude. I'm not a democrat dude (though people like you push me closer every day). I can just call BS when I see it. You guys will literally believe anything this administration tells you.

“At the time of writing, Brent crude futures are trading in the mid-$90s per barrel. That is elevated by recent historical standards, but it is not pricing a crisis. It does not signal the kind of acute supply disruption that the physical market is experiencing.”

A few points, one I said anyone in the US…

two, EA is a company with a board of directors and appears to be a for profit Energy advisor giving advice. I view them no different than the Harvard economists predicting a recession last year. They’ll be correct or will not. If they are not, nobody will remember they’re prediction or this summary, if they are correct they get to claim” we were right!” It’s a summary with nothing to lose and everything to gain.

three, Someone should alert CNN, ABC,NBC,CBS and MSNBC, they could really be nailing Trump since $95 isn’t the true accurate cost of how the benchmark is judged.

I would think gas at the pump would be way more if we are at those prices. The good news is we
must have been here before, roughly three years ago. I’m surprised I missed your research analysis back in 2022.

Like I’ve said, no body is excited about where gas is. But it is in no way the catastrophe you pretend it to be. And as of yet, none of you and your fellow predictions have come true. Not now and not once in the last 10 yrs

Lol man, I don't know what to tell you. Look up any expert in the energy industry, they're all saying the same thing. We usually only hear about the futures price because it's almost always within cents of the physical price. That hasn't been the case since the beginning of the war. Currently the futures price is being tabled a paper price and not even in the ballpark of the physical price. Never mind that we're depleting our gasoline stores be 4-8 million barrels/week. Diesel stores by almost as much. It's going to take more than a few months to recover from that. No we're never going to run out of gas here, but other countries definitely will and we are exporting a metric s-ton right now. We've also just recently received the last shipments of oil from the ME, the shortages haven't really even started yet.

Exporting US oil is good.

And like I’ve said before, your prediction comes true I’ll remove myself from this forum voluntarily.

I’ll counter with historic patterns of the oil and gas industry. I’m not going to graph it out on my little
phone here, but historically (and adjusting for inflation from the 20-30 yr past, gas at the pump and whatever price per barrel one wants to use. ( I’m going with the easy to view $95 and not a theoretical number your EA article is trying to predict). The $3.50-$4.30 currently being paid (and $6.90 in CA) lines up with the same prices paid in 2022, Obamas years, and if I really dive into it, post 9/11 and 1991.

if I remember gas was roughly $3.00+ after 9/11. I forget what the price per barrel was… I’d be willing to wager adjusted for inflation that lines up with today’s costs.

moral of the story.. we’ve been here before sans the CNN gas price ticker. Basically what I am
saying is you are being conditioned to freak out this time because…. Well we all know why…

Ill ask one question… if by the summer, or later even, if oil is in the $70’s, and gas at the pump in normal States is back in the $2.20-$2.90 range, will you still claim I’m wrong and oil is still at $150? Because if this deal is made, oil will quickly retreat to the 80’s within a few days and gas prices will retreat a good $.040-$0.50 cents shortly thereafter, but your data says the opposite should happen..

I give up. You literally have no idea what you're talking about. I'm not freaking out. I hope your pipe dream comes true.

Product inventories showed motor gasoline down by 2.5 million barrels from a week ago, 4 % below the 5 year average for this time of year and down 2.8 % from a year ago. Distillates are down 4.1 % from a year ago.

So, while there is a draw down.....I'm not sure the sky is falling, even after 75 days of interruptions.

https://us.econoday.com/byevent?fid=...&year=2026#top

Good news (for pro USA people)... Iran is now capping oil wells, due to lack of additional storage capacity to handle continued production.

Once capped it's not easy to restart production, can't just flip a switch back on (google if you want all the petro engineering technical details).

Worse (for them), the longer they stay capped, the lower the ultimate production value becomes once restarted. So they are wasting more and more of their economic future every day the blockade continues.

That tends to imply that they should want a deal. Whether they comply with the terms of the deal is another story entirely (they probably will for the duration of Trump, especially since he can easily restart the blockade in mid Nov if needed).

How often does New Zealand or Iceland get a terrorist attack? Meanwhile, we're hitting Iranian elementary schools while POTUS repeatedly lies about it, claiming Iran hit their own school with a Tomahawk they don't have. You know one of the easiest things we could do to bolster aviation security?

Stop breeding entirely new generations of terrorists by killing hundreds of their children.

https://media.cnn.com/api/v1/images/...17-image03.jpg
What James said. Been hearing the rhetoric that they're a few weeks away for a few decades now. Anyway, if you believe Trump:

“We continue to assess Iran is not building a nuclear weapon and that Khamenei has not reauthorized the nuclear weapons program.” –US Intelligence Report, March 2025 https://www.dni.gov/files/ODNI/docum...ied-Report.pdf

“Iran’s key nuclear enrichment facilities have been completely and totally obliterated.” –Donald Trump, 6/21/25

“It knocked out their entire potential nuclear capacity.” –Donald Trump, 7/16/25

“It’s been obliterated.” –Donald Trump, 7/31/25

“We obliterated … the future nuclear capability of Iran.” –Donald Trump, 8/18/25

“But I also obliterated Iran’s nuclear hopes, by totally annihilating their enriched uranium.”  –Donald Trump, 9/20/25

“Well, they don’t have a nuclear program. It was obliterated.” –Donald Trump, 10/13/25

“… completely obliterated Iran’s nuclear capability.” –Donald Trump, 11/11/25

“It was called Iran and its nuclear capability, and we  obliterated  that very quickly and strongly and powerfully.” –Donald Trump, 11/19/25

“We  obliterated  their nuclear capability.” –Donald Trump, 12/11/25

“We knocked out the Iran nuclear threat, and it was  obliterated.” –Donald Trump, 1/8/26

“… obliterated Iran’s nuclear enrichment capability.” –Donald Trump, 1/20/26

“… achieving total obliteration of the Iran nuclear potential capability — totally obliterated.”
–Donald Trump, 2/13/26 https://www.cnn.com/2026/02/24/polit...n-trump-strike

You're probably trolling now, but I have to imagine you're referring to "Grab 'em by the p---y". Is that cool and okay? Is it presidential? Is it appropriate for the leader of the free world? Is that the misogyny you want for the female aviator next to you and for your daughter at home?

Wimps? Any rational human should be critical of a completely self-inflicted gunshot wound to America's foot causing tangible harm to our industry, to our cost of living, and especially to the struggles of our countrymen who don't have a pilot's salary.

I mean the straight was moving 20m a day, the pipelines to bypass it are probably moving half.

Other oil producers have stepped up with capacity creep.

Did they show you that storage is being depleted due to physical supply chain disruptions from 20m a day getting stalled or global demand is higher than global supply.

How come they aren’t investing in oil futures and running the price up if they are industry experts and know what’s gonna happen.

The people who do put their money in oil futures aren’t confident they are correct and they have the same info.

Iran is actively storing oil, it will go some where when/if a deal is signed.

Oil traders think someone will blink, may trump gets a good deal maybe a bad one, but no one thinks Iran will just flare off all their stored oil either way.

The Saudi East-West pipeline system (Petroline) can transport up to 7m bpd, though in early 2026, about 2m bpd was being used, leaving some spare capacity, but the Red Sea port of Yanbu can only handle about 5m bpd. So that is an additional 3m bpd and the UAE's Abu Dhabi Crude Oil Pipeline (ADCOP) is now pumping near its max of 1.8m bpd up from its normal 1.0m bpd. So that would mean an additional 3.8m bpd or about 20% of what typically goes through the Strait of Hormuz. And if the Yanbu crude heads south it has to go by Yemen and the Houthi’s and Iran has been targeting the ADCOP Fujairah terminal.

​​​​​​

Comeon man...that's just Trump manipulating the markets so he and his family can profit off his manipulation of the narrative. Doncha know!;)

The real ramification of Iran getting nukes that we'd have to contend with on a daily basis is less that some wingnut might lob one at TLV, or SEA or BOS (although that's more possible than with other nuclear states). The reality is that, somewhat like DPRK, they'd use the nukes as a shield to enable lots of really bad behavior and malign influence in the region. It would all be very destabilizing to the ME, and other regional actors would acquire their own nuclear weapons (some have already made all of the arrangements, it would happen in days, not years). That would be fun.

As Hammer said: U Can't Touch This!

They have a natural gas line that can be converted to oil, and there is one from Iraq out to the Med.

The info is available to oil traders trying to call the future price of oil. How many thousands are you willing to invest on your Google search,

Trump is full of problems and errors, but that doesn’t make oil traders worse at their job.

14 December 2025 Bondi Beach shooting in that part of the world? 15 killed by that attack. Numorous attacks in the UK yet they have been isolationist for a couple decades now. So your point kind of sucks. Also Iceland? You kidding me bro? All you are doing there is making the case for homogeneous societies and I thought you guys were against that? Otherwise I agree, some cultures are not meant to mix and Iceland makes sure to keep people who do not look like them out. Again, surprise you would support that.

Meanwhile, back in the Red Sea, even the cheese eating surrender monkeys know that if SOMEONE doesn’t stand up for the principle of free navigation in international waters, most of world commerce is screwed…

I talk to one every couple of days and your claim of 10m of the 20m bpd is grossly incorrect, but by all means show us your math on how you arrive at that claim so I can let him know.

Well now we all know it’s over if France is ready to get involved.

It was 20m when demand was at $58. You don’t have to get to 10m to get to half demand of the straight at $112 barrel.

When OPEC cuts production to prop up prices you don’t think that lowers the amount of barrels that move through the straight?

The other poster is trying to say oil traders don’t know how to price demand with supply because they found an invoice of some refinery with their pants down overpaying for oil to keep their units running.

The Cheveron CEO said there will be supply shortages and there will be, people die every year of starvation and a box of cereal is not $50.

You cannot price all demand into what a desperate person will pay

Nice try, but you weren't talking about demand destruction. You were talking about flow through "pipelines to bypass" and erroneously claimed they could probably transport 10m bpd.

You have a quote of me saying they’re pushing 10m a day on a pipeline?

He was saying that last shipment of ME oil had landed and it had not, oil is still getting out.

The context was 20m a day in world oil demand through the straight on feb28 at $58 a barrel on the oil indexes.

Yes. "Half" of 20 is 10.

You even elaborated on it.

I was hoping you could show us your math that added up to 10m bpd.

ah the good old days

maybe you don’t have kids and are one of the “living you’re best life” pilots

3 kids. Don't see how that changes anything. Teaching them to be kind and good humans to everyone. I know it's a difficult concept.

Somehow you still believe the ole’ “conspiracy theorist” is a put down? Don’t ya know that stopped working around 2022?

Oil dropped yesterday hugely…. Did it really rise in your World? What’s your truth?

JFC can we just close this thread?

[mod Input] ok folks, I just deleted a couple dozen posts. Keep things on the rails, on topic. And off partisan politics or mudslinging. Or the thread will be closed.

Funny you say that because I thought the thread was mostly informative and worthwhile until vaksed and AAdvocate jumped in & started insisting anyone who dared criticize this action (or any action taken by the current administration TBF) must be a part of the extreme woke left, who in turn are responsible for anything that’s ever gone wrong in our country. In fact, those two in particular have a history of derailing threads here with their non stop rhetoric. You’ll have to forgive me if I don’t quite agree with your premise.

If only we hadn’t been dragged into yet another stupid war, this time at the handing the Israelis. So we can bomb Iran with impunity, assassinate their Ayotallah and leadership, and then pretend like there won’t be consequences? The last time America was attacked at home by a foreign entity, we started 2 wars. Why wouldn’t Iran do something after being bombed in their homeland?


Iran is pulling the main card in their playbook - controlling and closing the SOH. They don’t have an effective Navy or Air Force. They know that. But SOH they can use, and they are using it extremely well.


Have fun!