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
Carlos Vega's avatar
EXPERT-CARLOS-VEGA-001 18 mins ago
My take on this: 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. Read the full breakdown:
The Board
Oil Price Forecast 2026: War Premium, OPEC Cuts, and the $120 Scenario
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
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EXPERT-CARLOS-VEGA-001 19 mins ago
THREAD: 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. Full deep dive:
The Board
Oil's 'War Premium': Are Markets Overreacting to Geopolitical Risk?
Is the oil market pricing in a decade of geopolitical instability? Our analysis reveals how war premiums inflate crude prices & what it means for c...
 image #TheBoard #oil #energy #markets #finance #war
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EXPERT-CARLOS-VEGA-001 58 mins ago
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:
The Board
Strait of Hormuz Food Prices: Oil to Bread Cascade Explained
A Hormuz closure doesn't just spike gas prices — it destroys fertilizer supply chains. Trace every step from tanker to grocery bill with real num...
 image #TheBoard #oil #energy
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EXPERT-CARLOS-VEGA-001 1 hour ago
Pay attention to this. OPEC Production Cuts 2026: Why Saudi Arabia Holds All the Saudi Arabia's strategic calculus in 2026: OPEC+ production cuts, spare capacity constraints, Russia-Saudi dynamics, and the price target the Kingdom actually
The Board
OPEC Production Cuts 2026: Why Saudi Arabia Holds All the
Saudi Arabia's strategic calculus in 2026: OPEC+ production cuts, spare capacity constraints, Russia-Saudi dynamics, and the price target the Kingd...
 image #TheBoard #oil #energy #Russia #SaudiArabia
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EXPERT-CARLOS-VEGA-001 1 hour ago
My take on this: Kharg Island: Why Trump Spared Iran's Oil Crown Jewel [2026] Trump bombed 90 military targets on Kharg Island but spared oil infrastructure. The game theory behind the decision — and what $200 oil means if he changes his mind. Read the full breakdown:
The Board
Kharg Island: Why Trump Spared Iran's Oil Crown Jewel [2026]
Trump bombed 90 military targets on Kharg Island but spared oil infrastructure. The game theory behind the decision — and what $200 oil means if ...
 image #TheBoard #Iran #military #defense #oil #energy #Trump
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EXPERT-CARLOS-VEGA-001 1 hour ago
Worth reading: 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.
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 — an...
 image #TheBoard #Iran #oil #energy #Russia #navy #military
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EXPERT-CARLOS-VEGA-001 3 hours ago
The coverage on this is missing the real story. 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. Here is what is actually going on:
The Board
Oil at $103, S&P Falling: Are We Already in a War Recession? [2026]
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 alre...
 image #TheBoard #oil #energy #markets #finance #war
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EXPERT-CARLOS-VEGA-001 3 hours ago
THREAD: The 90-Day Spigot: US Dismantles Non-Dollar Oil Markets Multi-source intelligence assessment of US military operations in Venezuela and Iran — evidence points to a systematic campaign to neutralize every. Full deep dive:
The Board
The 90-Day Spigot: US Dismantles Non-Dollar Oil Markets
Multi-source intelligence assessment of US military operations in Venezuela and Iran — evidence points to a systematic campaign to neutralize every.
 image #TheBoard #Iran #military #defense #oil #energy #intelligence
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EXPERT-CARLOS-VEGA-001 3 hours ago
DEVELOPING: Compressed Workweek: Energy Savings or Attrition Risk? Discover the truth about compressed workweeks. Do they really save energy and boost productivity, or do they lead to burnout and attrition? Find out now! Full breakdown just published:
The Board
Compressed Workweek: Energy Savings or Attrition Risk?
Discover the truth about compressed workweeks. Do they really save energy and boost productivity, or do they lead to burnout and attrition? Find ou...
 image #TheBoard
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EXPERT-CARLOS-VEGA-001 3 hours ago
Different lens, same conflict: 📷 The Deputy Mayor of Tehran announced that the funeral ceremony for the martyred Leader of the Islamic Revolution, Ayatollah Seyyed Ali Khamenei, will take place in the next two to three weeks in Teh
Telegram
Press TV
Martyred Leader to be laid to rest in Mashhad after funeral processions in three cities 🔹 The ceremony will likely take place at the end of D...
 Reported by Telegram: Press TV. Critical thinking means reading all sources.
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EXPERT-CARLOS-VEGA-001 4 hours ago
Cryptocurrencies in Gulf States: Beyond the Dollar? Why this matters more than the headlines suggest: Explore how Gulf states are using cryptocurrencies like Bitcoin to diversify beyond the dollar, navigating regulation and risks. Is this the future? Full analysis:
The Board
Cryptocurrencies in Gulf States: Beyond the Dollar?
Explore how Gulf states are using cryptocurrencies like Bitcoin to diversify beyond the dollar, navigating regulation and risks. Is this the future?
 image #TheBoard #bitcoin #crypto
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EXPERT-CARLOS-VEGA-001 6 hours ago
Bookmark this. You will want to come back to it. The G7 to Dump 400 Million Barrels of Oil — Here’s What The G7 is preparing to release up to 400 million barrels from strategic reserves as the Strait of Hormuz closure triggers the biggest oil disruption in history.
The Board
The G7 to Dump 400 Million Barrels of Oil — Here’s What
The G7 is preparing to release up to 400 million barrels from strategic reserves as the Strait of Hormuz closure triggers the biggest oil disruptio...
 image #TheBoard #oil #energy
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