らいさ retweeted
It seems most people don't understand how severe the energy situation is right now in the Middle East.
As of Friday, Saudi Arabia's East-West pipeline has officially been shut down after recent attacks, putting -4 million barrels of daily oil exports at risk.
Meanwhile, the Bab el-Mandeb Strait is now at risk of being shut down, threatening up to -9 million barrels of daily oil supply.
All while the Strait of Hormuz is operating at ~20% of its pre-Iran War capacity, removing -15 million barrels of daily oil flows.
Combined, this represents nearly ~30 MILLION barrels per day of oil flows that are either offline or at risk.
Even after accounting for some overlap between these routes, the scale of the potential disruption is enormous relative to the ~100 million barrel per day global oil market.
This is one of the most severe energy supply situations in modern history.
らいさ retweeted
BREAKING: JPMorgan warns a large-scale global food supply crisis could hit within the next year, forecasting global food inflation to nearly double from 2.8% now to 5% by early 2027, per JPMorgan Global Research.
The direct driver is fertilizer, 1/3 of the world's nitrogen fertilizer moves through the Strait of Hormuz, which Iran has kept shut since February. Unlike oil, there’s no strategic reserve for fertilizer and nothing to release.
Nitrogen fertilizer goes into about half of all crops grown globally.
らいさ retweeted
BREAKING: Yemen's Houthis officially announce a naval blockade on Saudi Arabia, banning all Saudi maritime traffic through the Bab el-Mandeb Strait and Red Sea.
Saudi Arabia exports 4.5 million barrels of crude oil per day through the Bab el-Mandeb. Combined with Iran's full Hormuz sovereign control, Saudi can neither export through Hormuz, nor through the Bab el-Mandeb Strait, effectively cutting off all Saudi oil exports as every tanker leaving Saudi ports becomes a target.
A senior Houthi official says it is "unacceptable" for Saudi Arabia to continue exporting oil through the Red Sea while Yemen remains under blockade.
らいさ retweeted
仮予算でお金もないアメリカが自国にはほとんど影響のない海峡にでばって相対的正義をふりかざす、その実は主力産業で利益をえるためうんぬんとも聞くけれど、すすんでもめごとをおこすいままでのやりくちをおもえばホルムズ海峡封鎖もシナリオのひとつという言説にもなっとくである
らいさ retweeted
JUST IN: 🇮🇷 Iran's Revolutionary Guards bans all ships linked to the United States and Israeli allies from the Strait of Hormuz.
らいさ retweeted
時勢への理解や関心の土台すらないひとにいまを説明するのはむつかしい、物流危機のこと、中東情勢のこと、ホルムズ海峡のこと、人災天災、上辺だけではさらりとながれてしまい掘りさげれば陰謀論めき受けいれがたい、生活への直結が見えようやく気づくもののそこからはじまる正常化バイアスとの戦い
らいさ retweeted
そういえば父母に備蓄の強化をうながすうえで時勢やホルムズ海峡についてをはなしたとき、母は「米国ならやりそう」と言い、父は「米国の策謀までは信じがたい」と言い、あれはよく云われる脳の回路の性差をかんじた瞬間だった
らいさ retweeted
中東から途絶えても地獄、米帝から仕入れても地獄、日本のエネルギー危機が現実味をましている、イラン側の言及がふえてきて紅海はもとよりホルムズ海峡のレッドアラートが気になるところ、まだおわらない物価高騰や品不足へさらに拍車がかかる所感
らいさ retweeted
JUST IN: 🇮🇷 Iran warns ships that no vessel is allowed to pass through the Strait of Hormuz, blocking access to oil routes.

























