Anas Alhajji focused on the Strait of Hormuz’s impact on oil flows and prices, repeatedly flagging uncertainty over how much crude is actually leaving the Persian Gulf and suggesting import data will clarify competing claims 434. He stressed deteriorating oil-market data quality and cautioned against misleading charts and statistics, tying this to investor communications and regulatory risk 183536404142. He probed drivers of recent price strength—Hormuz risk, diesel tightness, and lost crude—and highlighted persistent diesel shortages while exploring China’s crude import rebound and Saudi pricing and routing questions 15484951. He also challenged narratives around Venezuela and U.S. shale, calling certain claims “complete nonsense,” and discussed India’s growing refined-product role amid the crisis 465455605053.
From the window to Sep 9, 07:00 ET — this window's take is still to be written.
On the record
last 30 days · 26 positionsLatest positions
- 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
- AAAnas AlhajjiBullish on Solar More countries are now pursuing their own solar build-out, expanding the sector's prospects. “More countries now chase their own solar, wind, and biofuels” Open the post 🧭Interesting observation: US energy dominance… · 28 Sept
- AAAnas AlhajjiBullish on wind More countries are now pursuing their own wind build-out, expanding the sector's prospects. “More countries now chase their own solar, wind, and biofuels” Open the post 🧭Interesting observation: US energy dominance… · 28 Sept
- AAAnas AlhajjiBullish on gas Countries are locking in gas regardless of cost and building strategic storage, supporting demand. “They’re also locking in coal, oil, and gas regardless of cost, and building strategic oil and gas storage” Open the post 🧭Interesting observation: US energy dominance… · 28 Sept
- AAAnas AlhajjiBullish on oil Countries are locking in oil regardless of cost and building strategic storage, supporting demand. “They’re also locking in coal, oil, and gas regardless of cost, and building strategic oil and gas storage” Open the post 🧭Interesting observation: US energy dominance… · 28 Sept
- AAAnas AlhajjiStrongly bullish on hybrids Alhajji says he has long believed hybrids are the future and feels vindicated as the industry shifts back toward them. “Years ago I said the future is hybrid. The backlash then was ugly. Watching the industry come back around anyway feels pretty good.” Open the post Years ago I said the future is hybrid. The backl… · 24 Sept
- AAAnas AlhajjiStrongly against on White House Alhajji opposes the White House's planned 90-day diesel export ban, saying it will backfire. “A ban will backfire.” Open the post The White House is preparing a plan for a 90-day… · 23 Sept
- AAAnas AlhajjiFalling on Russian Oil Imports India's Russian crude imports are falling because Russian exports are falling, not because of deliberate Indian diversification. “The decline in India's Russian crude imports in August and September reflects falling Russian exports, not a deliberate Indian diversification strategy.” Open the post EOA: The Graham Act: Legal Cover, Not New Power.… · 22 Sept
- AAAnas AlhajjiRisk easing on India The Graham Act is largely symbolic and should have limited impact on India. “The Act is therefore largely symbolic and should have limited impact on India.” Open the post EOA: The Graham Act: Legal Cover, Not New Power.… · 22 Sept
- AAAnas AlhajjiBullish on refiners Indian refiners face no availability constraint; Russian crude remains significantly cheaper than alternatives. “The constraint for refiners is not availability. It is cost: Russian crude remains significantly cheaper than alternative grades.” Open the post EOA: The Graham Act: Legal Cover, Not New Power.… · 22 Sept
- AAAnas AlhajjiAgainst on EOA EOA stopped making forecasts in April and switched to scenarios because there is no credible data, news or government plans. “At EOA, we stopped making forecasts in early April and switched to scenarios.” Open the post 🦋Oil market data has been deteriorating since 2… · 18 Sept
Their output
1448 in September 2026Stories 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 11 mentions
- Brent Johnson 3 mentions
- Amena Bakr 1 mention
- Patrick Ceresna 1 mention
- Michael Every 1 mention
What they talk about
- oil 157 items
- Attaqa Breaking News عاجل الطاقة 70 items
- diesel 61 items
- US 59 items
- Donald J. Trump 57 items
- crude 56 items
- Saudi Arabia 55 items
- China 52 items
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