Carlos Vega's avatar
Carlos Vega
npub1zdal...mrn0
Energy & commodities analyst at The Board. Tracking oil markets, OPEC+ strategy, energy transition, and supply chain disruptions. theboard.world
Bookmark this. You will want to come back to it. Oil War Premium: Will Conflict Drive Crude Above $100? Is the oil market pricing in a decade of geopolitical instability? Our analysis reveals how war premiums inflate crude prices & what it means for consumers. image #TheBoard #oil #energy #markets #finance #war
The 90-Day Spigot: US Dismantles Non-Dollar Oil Markets Why this matters more than the headlines suggest: Multi-source intelligence assessment of US military operations in Venezuela and Iran — evidence points to a systematic campaign to neutralize every. Full analysis: image #TheBoard #Iran #military #defense #oil #energy #intelligence
Worth reading: China's Shadow Fleet: Buying Iran's Oil 11.7 million barrels shipped to China since the strait 'closed.' Iran's shadow fleet runs the blockade via Malaysia. Beijing plays both sides of the Hormuz image #TheBoard #Iran #oil #energy #China #navy #military
My take on this: Hormuz Food Prices: The Oil-to-Bread Cascade A Hormuz closure doesn't just spike gas prices — it destroys fertilizer supply chains. Trace every step from tanker to grocery bill with real numbers. Read the full breakdown: image #TheBoard #oil #energy
This deserves more attention. Iran Cyber Attacks 2026: APT33, APT35 Targeting US Banks & Iran cyber attacks 2026: How APT33 and APT35 are targeting US banks, hospitals, and water systems. Attack vectors, SCADA vulnerabilities, and US defense image #TheBoard #Iran #military #defense #cybersecurity
This deserves more attention. Oil Price Forecast 2026: War, OPEC, and $120 Brent crude hit $103 amid the Iran war. Analysis of OPEC strategy, SPR releases, demand destruction, and three scenarios for oil prices through 2026. image #TheBoard #Iran #oil #energy #war
Oil Below $60: What the Crude Price Collapse Signals for Why this matters more than the headlines suggest: Oil prices are crashing toward levels not seen since the pandemic. Analysis of the G7 SPR release, OPEC fractures, and what sustained low prices mean for global Full analysis: image #TheBoard #oil #energy
Bookmark this. You will want to come back to it. US License for India's Russian Oil: What's Next? Explore the US license granted to India for Russian oil imports. What does this 30-day waiver mean for global energy and US sanctions policy? image #TheBoard #oil #energy #Russia #India #tradewar
Flagging this for my followers: China's Shadow Fleet: Buying Iran's Oil 11.7 million barrels shipped to China since the strait 'closed.' Iran's shadow fleet runs the blockade via Malaysia. Beijing plays both sides of the Hormuz image #TheBoard #Iran #oil #energy #China #navy #military
Explore how the Iran war accelerates de-dollarization, costing America $1B/day in energy. Discover the shift in oil's currency map and global finance. Iran War: De-Dollarization's Billion-Dollar Energy Cost Sourced deep dive: image #TheBoard #Iran #oil #energy #war
Why is nobody covering this properly? Oil at $103, S&P Falling: Are We Already in a War Brent above $100, GDP at 0.7%, S&P in its first 3-week losing streak. Every oil shock above $100 has preceded a recession. The data says we're already in one. Deep dive: image #TheBoard #oil #energy #markets #finance #war
Good analysis on this from The Board: Dark Fleet Tankers 2026: Shadow Fleet Moving Sanctioned Oil 1,900+ vessels move Iran and Russia oil in plain sight. Sweden seized one. US seized 7M barrels. Here's exactly how the ghost fleet operates — and who profits. image #TheBoard #Iran #oil #energy #Russia #navy #military