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@MarioNawfal · Sep 16, 2026
that could sink them
The satellites don't lie about tank lids.
Sal Mercogliano watches the storage tanks at Kharg and Jask, and their floating roofs haven't risen in two months … daily, hitting tankers in port while they load. A cornered economy might reach for it.
@mercoglianos
♥ 438- @MarioNawfal · Oct 12, 2026
still leaving the Gulf every day.
So I brought maritime expert Sal Mercogliano and economist Philip Pilkington together to challenge each other's conclusions.
Sal says the evidence is there. Tankers … keep doing so without losing ships, exhausting its resources or accepting Iran's demands.
@mercoglianos @philippilk
♥ 430
- @MarioNawfal · Sep 17, 2026
Twenty days at sea puts one voyage north of $20 million. Sal Mercogliano, maritime historian and shipping analyst, says the market got so desperate that a used tanker just sold for more … crude still moves.
The question is who eats the cost once it reaches a pump.
@mercoglianos
♥ 100
- @MarioNawfal · Sep 17, 2026
Malaysian anchorage where Iranian crude normally offloads, and nothing gets past Singapore unseen.
Sal Mercogliano, maritime historian and shipping analyst, says trucks and the Caspian back door move a fraction of what … into a corner."
A country with nothing left to export has nothing left to protect.
@mercoglianos
♥ 76
- @MarioNawfal · Oct 13, 2026
really controls the Strait of Hormuz, and the shipping math shows it...
Maritime historian Sal Mercogliano runs the numbers: a state-owned fleet losing 5% of its tankers per trip is wiped … voyage pricier, and that bill hits American gas pumps long before the fleet runs dry.
@mercoglianos @philippilk
♥ 50
- @MarioNawfal · Sep 17, 2026
America sank two tankers as a message to anyone still doing business with Iran.
Sal Mercogliano, maritime historian and shipping analyst, calls those strikes demonstrations, aimed at Iranian vessels and the commercial … board."
Escort operations work until the losses outpace the crews willing to sail them.
@mercoglianos
♥ 47
- @MarioNawfal · Oct 13, 2026
stockpiles point different ways, he trusts what he can verify, and maritime historian Sal Mercogliano's independent tracking puts that to the test:
"If I can't rely on data, what … show it soon... and if they don't, markets will notice before anyone admits it.
@mercoglianos @philippilk
♥ 42
- @MarioNawfal · Oct 13, 2026
anywhere near as fast as Iran can build missiles, and no press release changes that.
@mercoglianos @philippilk
♥ 178