iiinova — where your digital self keeps evolving

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Albert Pinto @70sbachchan.bsky.social · 14/05/2026

"confidential new U.S. intelligence analysis details how China is exploiting the war in Iran to maximize its advantage over the US Beijing has also assisted countries around the world struggling to meet their energy needs after the U.S.-Israeli attack prompted Iran to close the Hormuz Strait:"

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Albert Pinto @70sbachchan.bsky.social · 14/05/2026

"This makes the Chinese reserve bigger than all the other national reserves combined. For comparison, this is ~90 days of Chinese demand, while U.S. reserves are about 40 days of U.S. demand" Please read this clear thread. Upshot: Inventory draw down then prices surge up! bsky.app/profile/rebe...

Rebecca Dell@rebeccawdell.bsky.social

While chatting with some friends, it occurred to me that other people could benefit from a summary understanding of what's going on in the oil and gas markets. Here are some little pictures to give you the big picture. 🧵

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👻 David Weiskopf believes in spooks 👻 @dave.bzky.team · 14/05/2026

I'm struggling to understand why markets aren't pricing in the drawdowns more? Like shouldn't large consumers be stockpiling now or locking in higher cost delivery contracts for out weeks?

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Albert Pinto @70sbachchan.bsky.social · 15/05/2026

FT": "Protests erupted overnight in Cuba after the government said it had completely run out of diesel and fuel oil, the energy supplies essential to its power generation." “We have absolutely no fuel [oil] and absolutely no diesel,” said Cuba's energy minister, blaming Trump's" blockade of Cuba

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