엘런 월드

@EnergzdEconomy · 에너지, 경제 및 해운

엘런 월드는 『사우디 주식회사』의 저자이자 에너지 지정학 분석가입니다.

2026년 9월 14일 오후 2:31 UTC
Not a great day for petroleum supplies: Canada's largest refinery is offline for planned maintenance Saudi E-W Pipeline is offline due to damage from drone attacks $XOM refinery in Joliet, IL offline due to power outage
2026년 9월 11일 오후 9:56 UTC
The lawlessness in parts of Iraq is a huge issue. This is what happens in a power vacuum.
2026년 9월 11일 오전 10:12 UTC
So that’s why oil prices are pulling back this morning… But also, there’s no deal if Iran charges for passage and there’s no deal if US blockade remains, so 🤷‍♀️
2026년 9월 10일 오후 12:24 UTC
Well then. Saudi Arabia is at Gulf War levels of oil production.
2026년 9월 8일 오전 10:11 UTC
Interesting analysis of Iranian social media
2026년 9월 1일 오전 11:30 UTC
Worked so great with Iran why not send the same guys to Ukraine?
2026년 8월 31일 오후 3:32 UTC
LIV Golf & the Saudi PIF are in the news again! I shared some thoughts with @thedispatch on why PIF might have decided to cut funding. #SaudiArabia https://t.co/mESdTJOs88
2026년 8월 28일 오후 2:11 UTC
Is THIS why oil is down today? Sure, Iran is interested in negotiations with Washington. Same terms as it always states - end the blockade, end sanctions, deliver frozen assets & Iran controls Hormuz.
2026년 8월 26일 오후 6:38 UTC
but since Straight of Hormuz now belongs to America, they better start paying estimated taxes on that revenue because you know what institution in the US is really scary? the IRS
2026년 8월 26일 오후 2:59 UTC
and how much of that 10 million barrels was actually Iranian oil disguised as Iraqi oil, huh?
2026년 8월 26일 오후 1:24 UTC
This is totally not a surprise. And also needs to be the first thing Treasury deals with if it is actually serious about economic pressure on Iran. If the US isn’t serious, then WTF are we doing with a naval blockade.
2026년 8월 26일 오후 1:08 UTC
Well this is an interesting note - perhaps not what the IRGC would ever concede but more accurate, perhaps.
2026년 8월 17일 오후 4:40 UTC
Would also help if the major refineries in the Persian gulf that are offline or simply can’t export gasoline, diesel, etc. You can’t just wave a wand & increase refinery output.

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