To The Moon

## Oman Port Hit: Can Reserve Release Prevent Oil Spike? Oman's key oil export terminal, Mina Al Fahal, was evacuated and two crude tankers were attacked in Iraqi waters, sending oil prices soaring. Brent crude jumped above $100 a barrel, with West Texas Intermediate surging near $96. The International Energy Agency (IEA) responded with a historic 400-million-barrel release from strategic reserves, aiming to cool prices and offset supply disruptions ¹ ² ³. ### Impact on Global Oil Supply - *Strait of Hormuz Closure*: A fifth of global oil flows through this vital waterway, now effectively closed. - *Oman Oil Exports*: 1 million barrels a day from Mina Al Fahal, impacted by the evacuation. - *Iraq and Saudi Arabia*: Oil production cuts exacerbate supply concerns. ### Market Response - *IEA

Energy traders are losing their minds right now as Brent crude just exploded 10.5% higher, blasting past the psychological $100 level and peaking at a jaw-dropping $101.59! 😱 WTI crude is right behind it, charging toward $96 and sending shockwaves through every corner of the market. All eyes were supposed to be on the International Energy Agency’s massive announcement to flood the world with 400 million barrels from emergency stockpiles – a move meant to calm the storm. But nope. The real drama exploded from reports that Oman has ordered every vessel out of its vital Mina Al Fahal export terminal under a “precautionary measure.” Ships are literally fleeing what was once considered a rock-solid safe haven in the region. 🌍 This sudden evacuation has traders whispering the scariest question o

Sell oil soon as it's going down once normalize 

Time to drop oil prices.

Think not likely to prevent oil spike as Middle East tensions will probably not ending soon.

The energy market is on a roller coaster ride. The stock market is hyper volatile now. As long as the Iran war is still on and the blockage persists, the G7 and IEA’s release of strategic reserves will not be able to prevent long term shortage. It is better to play safe by investing in short-term Treasuries and high-dividend renewable energies to hedge against the lingering inflation. Thanks @icycrystal @TigerClub @TigerStars @Tiger_comments @Tiger_SG @Tiger_Earni

A 400 million-barrel release sounds large, but the market context matters. 1. Size vs global demand Global oil consumption is ~100 million barrels per day. A 400 million-barrel release equals about 4 days of global demand. Even if released gradually over several months, it mainly smooths short-term shocks, not structural supply loss. 2. Hormuz risk dominates psychology If evacuation at Oman’s Mina Al Fahal signals broader disruption near the Strait of Hormuz, the market will price in risk premiums quickly. Roughly 20% of global oil flows through Hormuz, so even a perceived threat can push prices sharply higher. 3. Why prices could still spike Strategic reserve releases usually: calm temporary supply disruptions, but fail when shipping routes or regional exports are threatened. If tanker in

Global markets faced a turbulent trading session on March 12 as geopolitical shocks, shifting monetary expectations, and investor rotations reshaped sentiment across asset classes. Oil surged toward triple-digit levels, bond yields climbed, and equity markets turned increasingly selective. But beneath the surface, another structural shift is emerging on Wall Street: the growing popularity of the HALO investment framework — “Heavy Assets, Low Obsolescence.” The concept reflects a rotation away from purely digital growth stories toward companies with hard-to-replicate physical infrastructure and long-lasting economic relevance, such as energy networks, utilities, industrial capacity, and transportation systems. Against this backdrop, five major events defined the global market narrative toda

Don't worry, after a while we all become NUMB to the news like LINKIN PARK.  Whether oil is 65, 80 100 or 150... everyone forgets about the Iran like the UKRAINE war... Unfortunately life goes on for those not in the war.. 

$WTI Crude Oil - main 2604(CLmain)$  determine by how confident the wti oil price sustain at usd 90

🌟🌟🌟Can the 400 Million Barrels of Oil Release Prevent a Spike in Oil Prices?  As of Thursday 12 March 2026, the International Energy Agency (IEA) has unanimously agreed to the largest emergency release in its history - 400 million barrels of oil.  This is to combat the energy shock triggered by the Iran war. However experts have warned that it maybe insufficient to fully offset the effective closure of the Strait of Hormuz. The Scale Problem:  400 million barrels of oil represent roughly 4 days of global consumption.  Analysts at Macquarie noted this accounts for only about 16 days of the volume that typically transits the Gulf. Oman Port Impact : On March 11, drone strikes hit oil storage tanks at Oman's Salalah port, causing massive blazes and the evacuation of vessel

$NVDA 20260410 185.0 PUT$ tension from iran war make me reduce my position to avoid shorterm market volatility. instead of hedging i choose to reduce position

On March 12th, the situation in the Middle East escalated again, and the market's worries about the disturbance of Gulf shipping and the tightening of crude oil supply rose rapidly, and the international oil price rose sharply. Affected by this, crude oil-related assets have once again become the focus of the market, risk assets are under pressure as a whole, and funds have returned to the main trading line of "supply shock-rising oil prices-rising inflation worries". Corresponding to$United States Oil Fund LP (USO) $Although the short-term trend is still strong, after the continuous sharp rise, the price has risen obviously, and the implied volatility is at an extremely high position. The option chain you gave shows that the current IV of USO has rea

This will only be a temporary bandaid, simply because the Iranian leaders have enjoyed so much of what they took from the people and the resources of the land and will not easily give up the riches that they fought so hard to hold on to. So the war either has to go on until usa/israel gives up, or the iranian leaders believe they can no longer hold on and flee with whatever gold and cash they can grab. Only until then will the pressure on oil fade, and I believe that will be at least a week, if not a couple of months. Just one week is enough for so much more pain, especially when markets keep trying to find hope by grasping at any perceived positive news to make gains, only to continue its descend the next day when the war rages on.

In my view, the coordinated reserve release by the Group of Seven and the International Energy Agency can calm markets temporarily. As long as disruptions continue around the Strait of Hormuz, the physical flow of oil remains the key factor. Strategic reserves can smooth volatility, but if the blockade drags on, prices could still move higher again. For my portfolio, I’m not rotating fully into defensive assets. Yields and energy dividends look attractive, but long-term growth themes—especially AI leaders like Nvidia—still remain strong. I see geopolitical volatility more as a temporary dislocation, so I prefer staying balanced and selectively adding quality tech during dips. Looking ahead, the biggest driver will be geopolitics. If shipping through the Strait of Hormuz normalizes, risk a

[Cry]  [Cry]  [Cry]  [Cry]  

$80 and no

1. Reserves be shortage: the g7 release is intended as a short term measure which is insufficient for a longer term war with Iran which will continue to increase prices 2. Portfolio pivot: a better decision is to long $Gold.com(GOLD)$ 3 market outlook: . The Iran war has already started while the us may lose the war the adverse impact of high oil prices has already occurred

Oil prices spiking and collapsing terrible time to buy oil stocks right? Well let’s just look at two stocks $Chevron(CVX)$ and $Exxon Mobil(XOM)$. So both seem to be money machines regardless of the oil price, both have buyback programs and both have paid and increased their dividends for decades. So I just keep accumulating on dips. The story is very different for goods and services stocks that are nice to have but not essential. Prices will go up when oil spikes. So will inflation. So your dollar buys less, a double whammy. Think stocks like $Home Depot(HD)$. Is now a great time to renovate?

Reserves vs Shortage: A G7 reserve release can calm markets short term but cannot fully replace a major disruption. Global demand is about 102 mb/d, while Hormuz carries roughly 20 mb/d. Even an aggressive release offsets only a fraction. If exports stay constrained, Brent could eventually retest $110–120 despite temporary stabilisation. Portfolio Pivot: Markets are split. Some investors rotate into short-term Treasuries and energy dividend stocks for stability. Others are still buying the AI dip in names like NVIDIA, betting that AI capex momentum outweighs geopolitical noise. Market Outlook: If tensions ease, oil may settle near $85–95 and the NASDAQ Composite could continue its AI-led rally. If supply risks return, oil spikes may pressure inflation expectations and pull the index towa

## Oman Port Hit: Can Reserve Release Prevent Oil Spike? Oman's key oil export terminal, Mina Al Fahal, was evacuated and two crude tankers were attacked in Iraqi waters, sending oil prices soaring. Brent crude jumped above $100 a barrel, with West Texas Intermediate surging near $96. The International Energy Agency (IEA) responded with a historic 400-million-barrel release from strategic reserves, aiming to cool prices and offset supply disruptions ¹ ² ³. ### Impact on Global Oil Supply - *Strait of Hormuz Closure*: A fifth of global oil flows through this vital waterway, now effectively closed. - *Oman Oil Exports*: 1 million barrels a day from Mina Al Fahal, impacted by the evacuation. - *Iraq and Saudi Arabia*: Oil production cuts exacerbate supply concerns. ### Market Response - *IEA

Global markets faced a turbulent trading session on March 12 as geopolitical shocks, shifting monetary expectations, and investor rotations reshaped sentiment across asset classes. Oil surged toward triple-digit levels, bond yields climbed, and equity markets turned increasingly selective. But beneath the surface, another structural shift is emerging on Wall Street: the growing popularity of the HALO investment framework — “Heavy Assets, Low Obsolescence.” The concept reflects a rotation away from purely digital growth stories toward companies with hard-to-replicate physical infrastructure and long-lasting economic relevance, such as energy networks, utilities, industrial capacity, and transportation systems. Against this backdrop, five major events defined the global market narrative toda

Energy traders are losing their minds right now as Brent crude just exploded 10.5% higher, blasting past the psychological $100 level and peaking at a jaw-dropping $101.59! 😱 WTI crude is right behind it, charging toward $96 and sending shockwaves through every corner of the market. All eyes were supposed to be on the International Energy Agency’s massive announcement to flood the world with 400 million barrels from emergency stockpiles – a move meant to calm the storm. But nope. The real drama exploded from reports that Oman has ordered every vessel out of its vital Mina Al Fahal export terminal under a “precautionary measure.” Ships are literally fleeing what was once considered a rock-solid safe haven in the region. 🌍 This sudden evacuation has traders whispering the scariest question o

On March 12th, the situation in the Middle East escalated again, and the market's worries about the disturbance of Gulf shipping and the tightening of crude oil supply rose rapidly, and the international oil price rose sharply. Affected by this, crude oil-related assets have once again become the focus of the market, risk assets are under pressure as a whole, and funds have returned to the main trading line of "supply shock-rising oil prices-rising inflation worries". Corresponding to$United States Oil Fund LP (USO) $Although the short-term trend is still strong, after the continuous sharp rise, the price has risen obviously, and the implied volatility is at an extremely high position. The option chain you gave shows that the current IV of USO has rea

🌟🌟🌟Can the 400 Million Barrels of Oil Release Prevent a Spike in Oil Prices?  As of Thursday 12 March 2026, the International Energy Agency (IEA) has unanimously agreed to the largest emergency release in its history - 400 million barrels of oil.  This is to combat the energy shock triggered by the Iran war. However experts have warned that it maybe insufficient to fully offset the effective closure of the Strait of Hormuz. The Scale Problem:  400 million barrels of oil represent roughly 4 days of global consumption.  Analysts at Macquarie noted this accounts for only about 16 days of the volume that typically transits the Gulf. Oman Port Impact : On March 11, drone strikes hit oil storage tanks at Oman's Salalah port, causing massive blazes and the evacuation of vessel

Hi Tigers 🐯, Welcome to “What the Tigers say.” 👋 The energy market is on a wild ride. Crude oil prices skyrocketed last week on geopolitical fears before pulling back as de-escalation hopes emerged. 🎢 To stabilize markets, the G7 and IEA have coordinated a massive release of strategic reserves to counter disruptions in the Strait of Hormuz. But as the blockade persists, the market is questioning if these stockpiles are enough to prevent a long-term shortage. As the dust settles, investors are shifting from growth stocks to short-term Treasuries and high-dividend energy majors. Is this a temporary relief or just the eye of the storm? We’ve selected insights from @DoTrading , @程俊Dream

A 400 million-barrel release sounds large, but the market context matters. 1. Size vs global demand Global oil consumption is ~100 million barrels per day. A 400 million-barrel release equals about 4 days of global demand. Even if released gradually over several months, it mainly smooths short-term shocks, not structural supply loss. 2. Hormuz risk dominates psychology If evacuation at Oman’s Mina Al Fahal signals broader disruption near the Strait of Hormuz, the market will price in risk premiums quickly. Roughly 20% of global oil flows through Hormuz, so even a perceived threat can push prices sharply higher. 3. Why prices could still spike Strategic reserve releases usually: calm temporary supply disruptions, but fail when shipping routes or regional exports are threatened. If tanker in

The energy market is on a roller coaster ride. The stock market is hyper volatile now. As long as the Iran war is still on and the blockage persists, the G7 and IEA’s release of strategic reserves will not be able to prevent long term shortage. It is better to play safe by investing in short-term Treasuries and high-dividend renewable energies to hedge against the lingering inflation. Thanks @icycrystal @TigerClub @TigerStars @Tiger_comments @Tiger_SG @Tiger_Earni

Sell oil soon as it's going down once normalize 

Will US market be torpedo by a double whammy from Mon, 9 Mar 2026, based off what US Treasury Secretary Scott Bessent has said on Wed, 4 Mar 2026 ? (see below) Since the revised tariff did not material on Fri, 6 Mar 2026 - this imminent 15% tax across the board ‘globally’ is going to haunt US market in the new trading week, I believe. The new tariff under Section 122 of US Trade Act of 1974, gives Trump ‘free rein’ to impose a maximum 15% (that he will be doing) for a maximum 150 days. Section 122 is a stop gap as the current government examine closely 2 other trade rules that have withstood court challenges : US Trade Act of 1974 - Section 301 that allows US Trade Representative (USTR) to investigate and respond to unfair foreign trade practices, eg. IP theft or forced tech transfers etc.

Oil prices are volatile, but oil & gas stocks are in focus! Institutions are bullish on XOM, LNG, BKR, BP, and GLNG for different themes—integrated giants, LNG exports, oilfield services, and more. Do you prefer the stability of Exxon or BP’s high dividend, or the growth potential of Cheniere or Golar? Are you adding oil & gas stocks to your portfolio amid geopolitical tensions? Share your picks and strategies below! As U.S.-Iran tensions escalate, international oil prices once breached the $100 mark, and the closure of the Strait of Hormuz has halted 20% of global crude oil shipments. The sharp volatility in the energy market has thrust the oil and gas sector back into the spotlight of the capital market. However, amid the complex oil and gas industry chain, how should investors c

Time to drop oil prices.

Think not likely to prevent oil spike as Middle East tensions will probably not ending soon.

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.56%* Markets wrapped up the week with payrolls data ahead of a busy schedule in the coming week, which will see the release of February CPI, January PCE, and Q4 GDP. Immediate attention remains on Middle East developments, with elevated oil prices and their inflationary spillover effects dominating U.S. rate market concerns. Near-term inflation risks lean upward, with core PCE still sticky and well above the Fed’s 2% target. Nevertheless, we expect CSOPUMM to continue delivering stable yields in the near-term. * Data as of 2026/03/06. 7-day net yield is calculated based on calendar days and NAVs in 5-decimal. 【REITs】 S$ SRT YTD total return: -2.37% As of 6 Mar 2026 (Fri), $CSOP iEdge SREIT ETF S$(SRT.S

Don't worry, after a while we all become NUMB to the news like LINKIN PARK.  Whether oil is 65, 80 100 or 150... everyone forgets about the Iran like the UKRAINE war... Unfortunately life goes on for those not in the war.. 

In my view, the coordinated reserve release by the Group of Seven and the International Energy Agency can calm markets temporarily. As long as disruptions continue around the Strait of Hormuz, the physical flow of oil remains the key factor. Strategic reserves can smooth volatility, but if the blockade drags on, prices could still move higher again. For my portfolio, I’m not rotating fully into defensive assets. Yields and energy dividends look attractive, but long-term growth themes—especially AI leaders like Nvidia—still remain strong. I see geopolitical volatility more as a temporary dislocation, so I prefer staying balanced and selectively adding quality tech during dips. Looking ahead, the biggest driver will be geopolitics. If shipping through the Strait of Hormuz normalizes, risk a

$WTI Crude Oil - main 2604(CLmain)$  determine by how confident the wti oil price sustain at usd 90

This will only be a temporary bandaid, simply because the Iranian leaders have enjoyed so much of what they took from the people and the resources of the land and will not easily give up the riches that they fought so hard to hold on to. So the war either has to go on until usa/israel gives up, or the iranian leaders believe they can no longer hold on and flee with whatever gold and cash they can grab. Only until then will the pressure on oil fade, and I believe that will be at least a week, if not a couple of months. Just one week is enough for so much more pain, especially when markets keep trying to find hope by grasping at any perceived positive news to make gains, only to continue its descend the next day when the war rages on.

$NVDA 20260410 185.0 PUT$ tension from iran war make me reduce my position to avoid shorterm market volatility. instead of hedging i choose to reduce position

🌟🌟🌟It is March 11 2026 and the global markets are currently in a high stakes game of "Musical Chairs" where music is an air raid siren and the seats are made of solid gold bullion.  After the VIX, Wall Street's Fear Gauge screamed to a crisis peak of 31.77 just 48 hours ago, we are finally seeing the red tide recede.  But don't unbuckle your seatbelt just yet. Investing today isn't just about spreadsheets.  It is about patience and fortitude.  It is about deciding if you are a person who panics when the lights flicker or the one who already has the generator humming in the basement. The Trump "Peace Whisper": Short Term Excursion? The big green bounce we are seeing today comes courtesy of the "Peace Whisperer himself.  President Trump has taken to the airwaves to d