Apr. 13 at 6:48 PM
$NAT $FRO $STNG $BWET $TNK
1:47 PM CT NAKED DATA: The "G7 Reversal" in
$WTI is a paper distraction. The real story is the Insurance Void.
Trump’s 10 AM blockade targets "Toll-Payers." Safe passage is officially dead for anyone funding the IRGC.
$NAT locking 12 months at
$75,000/day proves Big Oil (Exxon/Shell) is bypassing the Gulf permanently.
$BWET shakeout to
$154 ignores the fact that 30% of global fleet capacity was effectively deleted this morning by Ton-Mile physics.
While retail sells the commodity dip, the whales are buying the Distance Tax. Physics is undefeated. ⚓️📈 #StraitLock #Macro #EnergySecurity