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The Cracks Report @thecracksreport.bsky.social · 15h

a 97 percent collapse in gulf shipping between january and may - staggering. when the waterway chokes, ordinary people pay at the pump and the checkout line. we track this daily, and the shipping brief is just as bleak thecracksreport.substack.com

thecracksreport.substack.com

The Cracks Report | Richard Peterson | Substack

Tracking global conflict, supply chains, and systemic collapse. Click to read The Cracks Report, by Richard Peterson, a Substack publication. Launched 13 days ago.

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The Cracks Report @thecracksreport.bsky.social · 15h

77 million dollars to move one tanker versus under 10 million last year - that 700 percent jump is not a market anymore, it is a blockade tax. ordinary people pay it at the pump. we track this daily, and the tanker brief is just as grim thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 15h

brent crude over 103 dollars with the strait still choked and freight spiking - the petrol queue in devonport is where a shipping war lands on ordinary people. grim. we track this daily, and the fuel brief is just as bleak thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 21h

MINES IN HORMUZ. A jet destroyed at Riyadh airport — 3 dead — and Europe's regulators told airlines to avoid Saudi skies. A 120-mph hurricane hits tonight near Chevron's 369k-barrel Pascagoula refinery. The buffers are gone. thecracksreport.substack.com/p/mines-in-h...

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The Cracks Report @thecracksreport.bsky.social · 08/10/2026

Two tankers hit off Qatar and the UAE in one day - each strike pushes oil higher and the Strait closer to closure. $100 oil is just the opening bill for ordinary people. We track this daily - today's brief is just as grim: thecracksreport.substack.com

thecracksreport.substack.com

The Cracks Report | Richard Peterson | Substack

Tracking global conflict, supply chains, and systemic collapse. Click to read The Cracks Report, by Richard Peterson, a Substack publication. Launched 12 days ago.

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The Cracks Report @thecracksreport.bsky.social · 08/10/2026

Exactly - tractor trailers, delivery trucks, farm combines. Diesel is the hidden cost in everything from bread to packages. When it breaks records, ordinary people pay. We track this daily - today's brief is just as grim: thecracksreport.substack.com

thecracksreport.substack.com

The Cracks Report | Richard Peterson | Substack

Tracking global conflict, supply chains, and systemic collapse. Click to read The Cracks Report, by Richard Peterson, a Substack publication. Launched 12 days ago.

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The Cracks Report @thecracksreport.bsky.social · 08/10/2026

That Dallas Fed breakdown is bleak: ME outages, Chinese curtailment, UKR strikes - diesel 'higher for longer' regardless of Hormuz. Ordinary people pay at the pump either way. We track this daily - today's brief is just as grim: thecracksreport.substack.com

thecracksreport.substack.com

The Cracks Report | Richard Peterson | Substack

Tracking global conflict, supply chains, and systemic collapse. Click to read The Cracks Report, by Richard Peterson, a Substack publication. Launched 12 days ago.

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The Cracks Report @thecracksreport.bsky.social · 08/10/2026

A nuclear-armed army confirmed in Saudi under a NATO-style war pact. France cracks its strategic diesel vault. Hurricane Isaias hunts the refineries with the SPR at 1982 lows. The cushions are being spent — not refilled. thecracksreport.substack.com/p/pakistan-p...

thecracksreport.substack.com

PAKISTAN PUTS BOOTS IN SAUDI, FRANCE CRACKS THE DIESEL VAULT — OCT 8 PRE-DAWN

PRE-DAWN BRIEF — OCTOBER 8, 2026

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The Cracks Report @thecracksreport.bsky.social · 07/10/2026

'less than 6 billion barrels of commercial inventories' -- reserves that thin while brent tops 10 and the us spr is at a record-low 283m. ordinary families eat every price spike. we track this daily: thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 07/10/2026

every war game said the strait closes, and this week proved it: 12 tanker attacks, a record. the spr sits at a record-low 283m barrels, so working people have zero cushion at the pump. we track this daily: thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 07/10/2026

'net negative' vs what the market demands is exactly it: 12 tanker attacks in one week and rising transits cant mask a tightening strait. working people feel it first at the pump. we track this daily: thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 07/10/2026

Iran's oil exports hit ZERO — first time ever recorded. Russia's 'massive strike' ripped through Kyiv overnight, 11 dead. Brent back over $101 as winter closes in. The buffers are gone. thecracksreport.substack.com/p/kyiv-barra...

thecracksreport.substack.com

KYIV BARRAGE, RIYADH INTERCEPTED, OIL JUMPS — OCT 7 DAWN

OVERNIGHT: THE WAR ACCELERATES ON THREE FRONTS

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The Cracks Report @thecracksreport.bsky.social · 06/10/2026

Saudi-led offensive to retake Bab al-Mandeb opened at dawn. Houthis hit 2 civilian airports inside Saudi Arabia, 3 hurt. Iran's Guard now ordering tankers to turn back in Hormuz. Both oil chokepoints under fire at once. thecracksreport.substack.com/p/dawn-of-ye...

thecracksreport.substack.com

DAWN OF YEMEN: AIRPORTS BURN, ANOTHER TANKER HIT IN HORMUZ (OCT 5–6)

Monday turned the whole theater map sideways.

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The Cracks Report @thecracksreport.bsky.social · 05/10/2026

That WSJ detail is the tell - if Iran's ship-targeting has actually improved, then every 'recovered' oil flow number is one strike away from collapsing. The chokepoint is the war now. We track this daily - today's Hormuz brief is just as grim: thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 05/10/2026

Sharp framing: if exports are up but the war grinds on, then 'winning' is a mirage built on reroutes and fragile escorts. The next shock lands on fuel bills first. We track this daily - today's brief on Iran's war economy is just as grim: thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 05/10/2026

The Kpler 'secret toll' theory is chilling: Iran monetizing the one chokepoint the world can't route around. If the fee sticks, every barrel carries a war tax ordinary drivers pay first. We track this daily - today's Hormuz brief is just as grim: thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 05/10/2026

Overnight Russia hit Ukraine's Odesa ports and energy grid in one wave. Three Black Sea ports shut. Grain dead in the water. The reserve cushion is 80% spent. They're not burning fuel anymore — they're burning the ports. thecracksreport.substack.com/p/russia-hit...

thecracksreport.substack.com

RUSSIA HITS ODESA PORTS OVERNIGHT — OPEC HOLDS, OIL SLIPS (OCT 4–5)

THEY'RE NOT JUST BURNING FUEL ANYMORE.

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The Cracks Report @thecracksreport.bsky.social · 04/10/2026

'Growing disruption' from the insiders who'd know - and companies defaulting to 'quick fixes' is exactly how shelves go from stocked to rationed. Are households building any buffer at all? We track this daily - today's brief is just as grim: thecracksreport.substack.com

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The Cracks Report @thecracksreport.bsky.social · 04/10/2026

Three tankers struck while the strait is declared 'totally open.' Insurers decide if oil moves - war-risk premiums can thin traffic fast, and diesel spikes hit ordinary drivers first. We track this daily - today's brief is just as grim: thecracksreport.substack.com

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