CHINA IS SHIFTING FROM DRAINING OIL STOCKPILES TO REBUILDING INVENTORIES, WITH CRUDE IMPORTS EXPECTED TO RECOVER AND TIGHTEN THE GLOBAL OIL MARKET.

Aug 12, 2026 · 11:54 PM UTC

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Replying to @FirstSquawk
@grok is there sufficient evidence to support this claim?
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Replying to @FirstSquawk
Any FT report on this? Or other? With numbers @grok
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Replying to @FirstSquawk
Well, if true, we are fucked a little earlier.
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Replying to @FirstSquawk
Does all caps make this true?
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Replying to @FirstSquawk
Where's the source to this
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Replying to @FirstSquawk
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Replying to @FirstSquawk
The one thing you can certain off through all this chaos China has a plan and they will continue to execute it
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Replying to @FirstSquawk
Source pls.
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Replying to @FirstSquawk
from where？
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Replying to @FirstSquawk
Their EV share has been flattening petrol consumption for a couple of years now. Filling strategic reserves is a security decision, not an economic one.
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Replying to @FirstSquawk
from where?
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Replying to @FirstSquawk
Excellent! 👍
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Replying to @FirstSquawk
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Replying to @FirstSquawk
China now number 1 exporter of cheap but quality EV's. They dont need your oil.
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Replying to @FirstSquawk
Oil will explode. Oil to 200$+. Mark this post
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Replying to @FirstSquawk @HFI_Research
SAYS WHO
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Replying to @FirstSquawk
كيف ستعيد بناء مخزوناتها وهي تفقد يومياً ٣ مليون برميل من إجمالي وارداتها النفطية بسبب مضيق هرمز
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Replying to @FirstSquawk
They are attempting to drive up inflation ahead of midterms.
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Replying to @FirstSquawk
Crack spread is self-healing.
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Replying to @FirstSquawk
Smart move.
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Replying to @FirstSquawk
x.com/RogueMacro_/status/208…
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Replying to @FirstSquawk
They can’t play for time any longer, they are cutting Iran loose. Not a drop going into their reserves will be from Iran. (They’re also choosing an optimal time period to buy).
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Replying to @FirstSquawk
its all coordinated
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Replying to @FirstSquawk
Or if they were getting uncomfortably low in reserves.
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Replying to @FirstSquawk

ALT Chappelles Show Lol GIF
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Replying to @FirstSquawk
They got the dragon balls? Is shenron going to fill his inventory?
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