Thanks guys for the weekly rundown, discussion and overall banter.
To add a particular, Jamarl Thomas interviews Helmer on the straight, on the tankers and Trump's up coming bear hug meeting with Xi - if it happens. The discussion was not on knowns, it took the position of looking at the unknowns.
This was from a couple of days ago, and the one thing pointed out was that an empty 2nd VLCC Supertanker (the first VLCC headed for Iraq) entered the straight and may try to exit with Xi oil. So, the unknown ahead of the meeting is what will Trump do with it if does leave the Strait holding 2 Million barrels of oil? Part of the discussion speculated that Iran might just try to fill it up to keep pumps running and for other reasons, and yet the buyer is probably China.
One thing mentioned and a reminder to self is to check these sources - Maritime papers (for the owners/industry of ships transporting on the seas and for those with goods to ship and probable ports that need to coordinate). One is the
Lloyds List of London (Helmer used to write for it) and
gCaptain out of the U.S. and various maritime papers out of Singapore and Greece.
Back to the supertanker:
What is CENTCOM going to do - an unknown, at least so far, and again, not sure what the VLCC will do exactly - one to watch.
By John Helmer, Moscow @bears_with For our audience, which is exposed every few minutes of the day to the knowns, speculation about the
johnhelmer.net
Here is the direct Jamarl and Helmer YT discussion.
On the NewsReal show title, reminded me of this
Dire Straits song (acoustic version):