philip de vries retweeted
BREAKING: A source close to Iranian officials says Tehran has documented a pattern of oil market manipulation tied to Axios reports and Trump administration insiders, including evidence of a $9 billion insider trading operation linked to Jared Kushner and Steve Witkoff.
Some of the documented timeline from the $9 billion insider profit:
Between April and May 2026, a series of suspiciously timed trades in oil futures markets preceded major Iran war announcements—each tied to reporting by Axios.
On March 23, approximately $500–580 million in shorts were placed 15 minutes before Trump announced he was postponing strikes on Iran. Oil dropped.
On April 7, roughly $950–960 million in shorts were placed hours before Trump announced a two-week ceasefire with Iran. Oil fell around 15 percent.
On April 17, around $760 million in shorts were placed 20 minutes before Iran's foreign minister announced the reopening of the Strait of Hormuz. Oil dropped.
On April 21, approximately $430 million in shorts were placed 15 minutes before Trump extended the ceasefire. Oil dropped again.
On May 6, nearly $920 million to $1.7 billion in crude oil shorts were placed approximately 70 minutes before an Axios scoop claimed the U.S. and Iran were near a "14-point agreement." Oil dropped 12 percent. Traders made an estimated $125 million. Iran called the report "the Americans' wish list."
Previously, a senior Iranian official told investigative outlet Drop Site News that Tehran privately warned JD Vance during Switzerland talks that Jared Kushner and Steve Witkoff were "abusing" negotiations—"more interested in exploiting insider knowledge to profit in financial markets than reaching a deal."
philip de vries retweeted
@robin_j_brooks your comments below reveal a profound lack of understanding of the oil market. Commodity futures price inventory, NOT expectations. That isn't ideology; it's a fact grounded in the economics of carry.
The Brent price in your graph is not a risk anyone can actually hold — it's a spot contract stitched together at each expiry. In normal times that's a fair proxy; these are not normal times. Construct a series an investor could truly hold — a rolled BCOM index, or the USO ETF — and the picture inverts: it slopes hard up and to the right, consistent with the largest supply shock in history.
USO keeps climbing because the shortage is showing up in the futures curve — not in the headline price on the screen. The carry pays an investor nearly 50% a year, even if the price of oil never moves.
The SPR was drawn down before commercial inventories — when it is normally the other way round. Strategic stocks are meant to be the last line of defence, not the first, but this time Washington spent them first, managing headlines not risk.
When you have no crude in storage, THEN and only then will the spot price move to a level to destroy demand. I have no idea if it is 150, or 200, or 250. The observed indication from Asia is ~200.
Biggest story of 2026: we're 3 months into the biggest supply shock for oil ever and oil prices have NOT gone to $150 or $200. It's always the same commodity analysts making these kind of doom forecasts. Zero analysis. Zero content. Just fear-mongering...
robinjbrooks.substack.com/p/…
philip de vries retweeted
If Hungary can free itself from the rule of a corrupt Russian agent, the USA can too.
philip de vries retweeted
The Iran ceasefire is being called a “pause.”
It’s not.
It’s a revelation:
The U.S. used overwhelming force—and still could not control the outcome.
That’s a structural shift in power.
philip de vries retweeted
Astonishing statement from General Carsten Breuer, chief of the German defence staff.
"Germany no longer regards the USA as a reliable defence partner. We are assuming conflict with Russia in the next few years is inevitable, we are re-arming.
$NFE New Fortress Energy. In a letter to FOMB, PR Energy Czar Ortiz-Colon implores FOMB to urgently approve the NFE LNG supply contract. cdn.noticel.com/2025/10/1422…
$NFE New Fortress Energy. Luma sues AAPP (PR public private partnership). Claims that decrepit state of the PREPA gird is the result of PR political interests, interests that now seek to regain control of PREPA, that recent actions against Luma are politically motivated.
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$NFE New Fortress Energy. Genera PR sails through Hurricane Erin with plenty of generation capacity to spare. El Vocero:
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$NFE New Fortress Energy. It's official, Trump guillotine has fallen on five FOMB necks. teapaw.org/JBalmaceda787/status/1…
It appears this is now official. #PuertoRico's Oversight Board issues statement confirming it was notified by the White House that President Trump fired five members: Arthur J. Gonzalez, Cameron McKenzie, Betty A. Rosa, Juan A. Sabater y Luis A. Ubiñas. drive.google.com/file/d/1gef…
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philip de vries retweeted
New Fortress Energy $NFE entangled in the chaos engulfing PREPA. dailyenergyinsider.com/news/…
philip de vries retweeted
The greatest American innovation is the middle class. Scott Galloway, yet again.
