#javierblas
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Javier Blas (@JavierBlas) on X
FULL STATEMENT: The G7 ommuniqué on the release of strategic diesel /oil reserves (my own highlights).
x.com
October 2, 2026 at 3:29 PM
vysoke-napeti.zpravobot.news.ap.brid.gy
Vysoké napětí 𝕏💬 @JavierBlas@twitter.com:

Tohle je zásadní. Zatímco surová ropa proudí z Perského zálivu téměř v předválečných objemech (je na 80 %), o rafinovaných produktech to neplatí. Benzin, letecké palivo a diesel zůstávají na 50 %. A to je problém […]

[Original post on zpravobot.news]
October 1, 2026 at 5:58 AM
acemaxx.bsky.social
#Japan has demonstrated it can shift its oil consumption when it senses its national security is at stake, chart @JavierBlas @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
September 29, 2026 at 5:08 AM
electricfelix.eurosky.social
one day @javierblas.bsky.social will be back here,... hopefully :)
#alwaysbecharging x.com/JavierBlas/s...
September 28, 2026 at 5:47 PM
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Michal Šnobr 𝕏🔁 @JavierBlas@twitter.com:

CHART OF THE DAY: Crude oil exports from Saudi Arabia, Iraq, Kuwait, United Arab Emirates, Bahrain, and Qatar (via all routes). At a huge costs and with the help of the US Navy, the group has lifted oil exports to […]

[Original post on zpravobot.news]
September 28, 2026 at 3:06 PM
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Ivo Zelinka 𝕏🔁 @JavierBlas@twitter.com:

CHART OF THE DAY: Crude oil exports from Saudi Arabia, Iraq, Kuwait, United Arab Emirates, Bahrain, and Qatar (via all routes). At a huge costs and with the help of the US Navy, the group has lifted oil exports to […]

[Original post on zpravobot.news]
September 28, 2026 at 2:56 PM
vysoke-napeti.zpravobot.news.ap.brid.gy
Vysoké napětí 𝕏💬 @JavierBlas@twitter.com:

"Donald, don't do it!" píše energetický průmysl a dvě klíčové byznys asociace americkému prezidentovi skrzevá avizovaný ban na export nafty z USA.

https://x.com/vysoke_napeti/status/2103012084174696475
September 24, 2026 at 6:47 AM
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Javier Blas (@JavierBlas) on X
The whole U.S. energy industry plus two key businesses associations (the U.S. Chamber of Commerce and the National Association of Manufacturers) have sent a joint letter to President Trump urging him against limits of diesels exports. Unprecedented for a Republican White House.
x.com
September 23, 2026 at 9:42 PM
vysoke-napeti.zpravobot.news.ap.brid.gy
Vysoké napětí 𝕏💬 @JavierBlas@twitter.com:

To je pořád do kola. Íránský prezident Pezeškján v New Yorku: Nemůžeme otevřít Hormuz. Naše země je pod sankcemi.

https://x.com/vysoke_napeti/status/2102779079850140156
September 23, 2026 at 3:22 PM
vysoke-napeti.zpravobot.news.ap.brid.gy
Vysoké napětí 𝕏💬 @JavierBlas@twitter.com:

Náš oblíbený novinář Bloombergu rozvíjí konspiranční teorii, z níž se klidně může vyklubat i pravda. Trump možná vyhrožuje banem na diesel jen kvůli tomu, aby Evropa odšpuntovala své strategické zásoby a domluvila […]

[Original post on zpravobot.news]
September 23, 2026 at 12:57 PM
vysoke-napeti.zpravobot.news.ap.brid.gy
Vysoké napětí 𝕏💬 @JavierBlas@twitter.com:

Kdepak, tohle na happy end zatím nevypadá…

https://x.com/vysoke_napeti/status/2102471241902743773
September 22, 2026 at 7:07 PM
emiliolindosa.bsky.social
Javier Blas@JavierBlas
CHART OF THE DAY: The cost of hiring an oil tanker on the industry’s benchmark trade (Middle East to the Far East) route has topped $1 million a day for the first time -- a year ago, it was less than $100,000 a day. h/t @alexlongley1
September 16, 2026 at 12:36 AM
wackjackle.norden.social.ap.brid.gy
Worst case scenario: SoH and Bad el-Mandeb situation stays the same/ gets worse; every nation state in the world is buying as much oil as possible + states gonna restrict the export of gas, diesel and so on.

So this is a bad news:
Javier Blas @ @JavierBlas US Senate majority leader John Thune says h is "open to considering" an export ban on diesel.
September 15, 2026 at 7:02 PM
manuelmlm3.bsky.social
Se comienza a hablar ya abiertamente en USA de prohibir exportaciones de diésel.

Si eso ocurriera, la primera perjudicada sería Europa.
x.com/JavierBlas/s...
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Javier Blas (@JavierBlas) on X
US Senate majority leader John Thune says h is "open to considering" an export ban on diesel.
x.com
September 15, 2026 at 6:02 PM
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Javier Blas (@JavierBlas) on X
CHART OF THE DAY: The cost of hiring an oil tanker on the industry’s benchmark trade (Middle East to the Far East) route has topped $1 million a day for the first time -- a year ago, it was less than ...
x.com
September 15, 2026 at 11:41 AM
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Javier Blas (@JavierBlas) on X
CHART OF THE DAY: As the @IEA put it last week: "The impacts from sharply lower Russian and Middle East diesel output and exports [...] are profound." Compared to a year ago, Russia/Middle East diese...
x.com
September 14, 2026 at 8:10 PM
moritoumihon.bsky.social
Javier Blas　さん

“”本日のチャート：サウジアラビアとロシア（世界第2位と第3位の石油生産国）が、それぞれイランとウクライナの戦争により、8月に大幅な生産量の減少を被りました。リヤドとモスクワを合わせた両都市は、先月、1月よりも約550万バレル/日少なく生産しました（@IEAデータ）。
“”

ーーこれはやばい

x.com/JavierBlas/s...
x.com
September 11, 2026 at 12:11 PM
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Javier Blas (@JavierBlas) on X
BREAKING: Global coal demand will rise to a **record high** of ~8.94 billion metric tons in 2026 (up ~1.2% from 2025), according to new @IEA estimates. The increase reflets the shift from gas-to-coa...
x.com
September 10, 2026 at 10:19 AM
jessimckenzi.bsky.social
lol
Javier Blas @JavierBlas · Aug 5 Glencore CEO: "The tailwind for coal is very strong" J R @GoldmanSacks00 Coal salesman: “I think everyone is going to buy coal”
August 31, 2026 at 5:52 PM
osint-mirrors.bsky.social
Source: @defencegeek on X

RT @TankerTrackers: Past seven days daily average of crude oil exports via the SoH was 3.8 Mbpd. During the MoU period (which in effect only lasted for 25 days), it was 9.8 Mbpd.

https://x.com/DefenceGeek/status/2094113596544331907
Javier Blas (@JavierBlas) on X
Goldman Sachs: Strait of Hormuz oil transits are likely close to US officials’ 8-10 million b/d estimates.
x.com
August 30, 2026 at 5:26 PM
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Javier Blas (@JavierBlas) on X
CHART OF THE DAY: An important (and bullish) chart from David Welch at @Vortexa, highlighting how oil-on-the-water is falling very quickly due to a simultaneous drop in exports from Russia, Kaz, Saudi...
x.com
August 14, 2026 at 1:07 PM
manuelmlm3.bsky.social
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Javier Blas (@JavierBlas) on X
According to the @WSJ, the US plans to withdraw the USS Abraham Lincoln aircraft carrier from the Middle East, sending another carrier to replace it. The rotation comes days after multiple reports eme...
x.com
August 13, 2026 at 6:53 PM
manuelmlm3.bsky.social
Yanbu sigue al alcance de los misiles iraníes y hutíes.
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Javier Blas (@JavierBlas) on X
The US hasn't imported a single barrel of Saudi crude since early July — but in the next few days, a small armada of tankers with Saudi crude (via the Suez Canal / Sumed pipeline) will start to arrive...
x.com
August 12, 2026 at 2:52 PM
electricfelix.eurosky.social
source @javierblas.bsky.social over on the dark side nitter.net/JavierBlas/s...
Javier Blas (@JavierBlas) on X
CHART OF THE DAY: @IEA estimates Chinese EV fleet (cars + trucks) is displacing >1.5m b/d of oil demand (up from ~1m b/d) a year ago. "This displacement [...] suggests an acceleration in the alrea...
x.com
August 12, 2026 at 10:00 AM
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Javier Blas (@JavierBlas) on X
Ukraine has agreed not to target some non-Russian oil tankers and Black Sea infrastructure critical for exporting Kazakhstan’s crude, after strikes on vessels last month halted loadings, according to ...
x.com
August 8, 2026 at 7:20 AM