Anas Alhajji focused on the oil-market effects of the Hormuz crisis, especially diesel shortages, disrupted refinery and product flows, crude discounts, tanker constraints and possible releases from strategic stocks 51845. He argued that market commentary was being distorted by unverified reports, misleading narratives and selective media coverage, while urging attention to data quality and source verification 2263846. He also discussed Iraq’s oil exports, Asian buying, LNG, pipelines, energy security and the links between chokepoints, infrastructure and geopolitical competition 23254050.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 36 positionsLatest positions
- AAAnas AlhajjiStrongly bullish on coal Has been bullish on coal since last year, expecting its price to rise. “I have been bullish on coal since last year” Open the post This who joins the Finance Daily Show with @Davi… · 15 Oct
- AAAnas AlhajjiSharply falling on economic growth Expects a severe recession if the wars last long enough, with the AI/data-center and subsidy cushions proving unsustainable. “One thing is clear: this is not sustainable. If these wars last long enough, a severe recession will be the result.” Open the post FINK is right. See #3: All the events at Ho… · 14 Oct
- AAAnas AlhajjiSharply rising on negative economic growth Expects negative economic growth to materialize (a severe recession) if the wars persist. “If these wars last long enough, a severe recession will be the result.” Open the post FINK is right. See #3: All the events at Ho… · 14 Oct
- AAAnas AlhajjiStrongly against on European Union Criticizes the EU for rejecting Zelensky's peace plan and pushing for war with Russia. “the EU rejected it and pushed for war” Open the post 🔷It hasn’t even been a month since President Tr… · 10 Oct
- AAAnas AlhajjiImproving on Russia Expects Russia to keep collecting revenues despite the Graham sanctions, which he says have had no real impact. “Three weeks ago I said the Graham Act was symbolic and would have no real impact on the ground.” Open the post 🔷It hasn’t even been a month since President Tr… · 10 Oct
- AAAnas AlhajjiSharply worsening on Ukraine Expects Ukrainians to keep dying as the West fights Russia to the last Ukrainian. “the West was willing to fight Russia to the last Ukrainian” Open the post 🔷It hasn’t even been a month since President Tr… · 10 Oct
- AAAnas AlhajjiHigh risk on IRGC Sees IRGC members as an unavoidable toll-taker on oil passing through Hormuz. “it seems nothing will get through without paying some IRGC members” Open the post 🌀Even Bozo the Clown can make money loading Ira… · 4 Oct
- AAAnas AlhajjiHigh risk on IRGC Warns that at least one large X account posting this kind of news is affiliated with the IRGC, presenting it as a disinformation risk. “At least one large account on X that posts this kind of news, including fake news, is affiliated with the IRGC” Open the post 🔥🔥🔥 Some large security/intelligence accounts… · 4 Oct
- AAAnas AlhajjiStrongly for on Kpler Supports Kpler and rejects personal attacks against the tracking firms. “I stand with Kpler, TankerTrackers, and the other tracking firms.” Open the post 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 I stand with Kpler, … · 2 Oct
- AAAnas AlhajjiStrongly for on TankerTrackers.com, Inc. Supports TankerTrackers.com, Inc. and rejects personal attacks against the tracking firms. “I stand with Kpler, TankerTrackers, and the other tracking firms.” Open the post 🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥🟥 I stand with Kpler, … · 2 Oct
- AAAnas AlhajjiStrongly bullish on shale Alhajji says shale output is not dead and will keep hitting multiple peaks, as July production rose and Lower 48 crude nears its prior peak. “I warned narrative-pushers not to write off shale — and I said shale would have multiple peaks.” Open the post 🩸U.S. shale oil production rose in July. 🩸Lo… · 30 Sept
- AAAnas AlhajjiBullish on coal Countries are locking in coal regardless of cost, supporting demand. “They’re also locking in coal, oil, and gas regardless of cost” Open the post 🧭Interesting observation: US energy dominance… · 28 Sept
Their output
85 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Erik Townsend 1 mention
- Patrick Ceresna 1 mention
- Brent Johnson 1 mention
What they talk about
- Saudi Arabia 12 items
- oil 12 items
- Donald J. Trump 8 items
- Russia 8 items
- diesel 7 items
- WPC Energy 6 items
- China 6 items
- Organization of the Petroleum Exporting Countries 5 items
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