Javier Blas focused primarily on the US-Iran conflict’s effects on oil markets, especially Strait of Hormuz flows, diesel availability, strategic reserves and tanker costs. He argued that President Trump had the upper hand diplomatically, but that market perceptions of his success could encourage Iranian escalation 2; he also highlighted Europe’s limited stock releases and dependence on alternative diesel supplies 2527. Blas additionally covered oil inventories, Russia-Ukraine energy disruption, European gas storage, commodity-trading misconduct and the Radiant World-Glencore dispute 46501053.
On the record
last 30 days · 10 positionsLatest positions
- JBJavier BlasSharply worsening on Europe Europe is squeezed from all sides on refined products, with a policy response of denial. “Europe is finding itself sandwiched from all sides when it comes to refined products — diesel in particular” Open the post Europe is finding itself sandwiched from all sid… · 1 Oct
- JBJavier BlasRisk rising sharply on diesel Europe faces mounting pressure on diesel supply from multiple directions. “Europe is finding itself sandwiched from all sides when it comes to refined products — diesel in particular” Open the post Europe is finding itself sandwiched from all sid… · 1 Oct
- JBJavier BlasRisk rising sharply on Persian Gulf Blas says loading crude in the Persian Gulf carries huge war risk and eye-watering freight costs. “to offset huge war risk and eye watering freight costs” Open the post Iraq has widened the discount it offers to trade… · 30 Sept
- JBJavier BlasImproving on Strait of Hormuz Trump is prevailing in the battle over the Strait of Hormuz. “If you ask me who’s prevailing in the battle over the Strait of Hormuz, it’s clear President Trump has the advantage.” Open the post COLUMN: If you ask me who’s prevailing in the ba… · 30 Sept
- JBJavier BlasStrongly bearish on olive oil Blas says the olive oil price crisis is over, with a glut and a sharply larger harvest pointing to lower prices. Open the post The oil glut -- olive oil, that's it. Andalusi… · 29 Sept
- JBJavier BlasFor on Texas Blas expects Texas's move to allow dyed diesel on roads to be followed by many more states. “some of them are acting (and I expect that many more would follow)” Open the post The White House seems to be passing the diesel h… · 29 Sept
- JBJavier BlasBearish on diesel Blas expects diesel prices for road use to fall by roughly 60 cents a gallon nationwide if all states adopt the dyed diesel measure. “the measure could reduce diesel prices for road uses (mostly freight) by ~60 cents per gallon across the country if all states implement it” Open the post The White House seems to be passing the diesel h… · 29 Sept
- JBJavier BlasRisk rising sharply on Middle East Blas argues the Middle East is a source of risk that every major oil importer wants to escape. “Every major oil importer wants to run away from the Middle East” Open the post COLUMN: Every major oil importer wants to run aw… · 28 Sept
- JBJavier BlasRisk rising sharply on Japan Blas warns that Japan in particular is exposed to the risk of relying on Middle Eastern oil. “Watch out for Japan.” Open the post COLUMN: Every major oil importer wants to run aw… · 28 Sept
- JBJavier BlasBearish on oil supertankers Current supertanker values are not a new normal and will fall as orders for new vessels head to a 50-year high. “But current values aren't a new normal, with orders for new oil supertankers heading to a 50-year high.” Open the post COLUMN: The world doesn't have enough oil supert… · 21 Sept
Their output
162 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
- Rory Johnston 9 mentions
- Bloomberg 5 mentions
- Scott Irwin 4 mentions
- Daniel Lacalle 4 mentions
- TankerTrackers.com, Inc. 1 mention
- Gary Bohm 1 mention
- John Kemp 1 mention
- Lyn Alden 1 mention
What they talk about
- oil 44 items
- US 38 items
- Iran 36 items
- diesel 24 items
- Saudi Arabia 23 items
- Donald J. Trump 23 items
- Russia 12 items · disputed
- Iraq 9 items
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