Javier Blas focused overwhelmingly on the US–Iran conflict and its effects on oil flows, the Strait of Hormuz, refined-product markets and the wider energy system. He argued that crude fundamentals were weak but diesel and other refined products were tightening, while oil continued to move through Hormuz despite claims that the strait was closed 212729. He also highlighted the resilience of the global economy and energy system, alongside risks from economic warfare, disrupted trade and longer-term shifts in energy sourcing 172436.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
50 in August 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
- TankerTrackers.com, Inc. 1 mention
- Trinh 1 mention
What they talk about
- Iran 19 items · disputed
- oil 18 items
- US 14 items
- Donald J. Trump 9 items
- war 7 items
- Patrick Pouyanné 5 items
- energy 5 items
- Strait of Hormuz 5 items · disputed
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