The tweet was deleted by the author.
But we saved everything 🙂.
Anas Alhajji, managing partner, energy economist, market analyst at Energy Outlook Advisors LLC, examines the recent expansion of TSMC’s investments in the U.S., with the company increasing its commitments from $40 billion to $65 billion.
The discussion also touches on key geopolitical developments, including the closure of the Strait of Hormuz and damage to a natural gas station, and questions why Iran may be supporting U.S. world dominance.
Alhajji has previously highlighted that Cushing crude inventories are rising while WTI prices remain low. He has also warned that oil price analysis requires strict statistical assumptions and careful data handling. These observations come as investors assess new risks from geopolitical events and TSMC’s increased U.S. investment.