Tracked at "Mideast on the brink."
Oh, give me a break! Does anyone really think Iran thinks these things out?
From twitter:
- US DOD: Iran "highly likely" to be behind oil tanker attacker. "Ya think?"
- strangely, tankers carrier Iranian crude oil seem immune to attacks
- the Hyundai vessel was sailing on to the UAE. Why it decided to transfer them (the sailors) to Iran is not clear at this time.
- 23 crew members on one ship; 21 on the other; the 23 were originally being moved by Hyundai Dubai
- massive damage to starboard side of one tanker; very likely will be scuttled
- Oman security forces are near the vessels; can't yet confirm if the Front Altair is sinking (the insurance company is watching closely); vessel on fire; resources available to put the fire out?
- Front Altair: naphtha on tanker originated from Abu Dhabi's ADNOC (and Katie McQue spelled it as "naptha")
- Kokuka: methanol on tanker originated from Saudi's Sabic and Qatar
- occurs during Japanese PM's visit: timing? awkward.
- the market just doesn't respond to supply threats like it once did.
- an alleged Iranian-supplied missile hits a civilian airport in Saudi Arabia
- two tankers torpedoed in the Strait of Hormuz
- price of oil: maybe it will go up a dollar a bbl
WTI, following the reports of the torpedoed tankers: up 2.76%; up $1.41; trading at $52.55. And folks are still debating whether the US is the "swing producer."
Swing producer: it's not the number of rigs, it's the number of DUCs.
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