The Hormuz Letter
@HormuzLetter
BREAKING: Trump’s deal with Putin to import Russian diesel to the US is unraveling, with 3 oil tankers initially destined for the US now abruptly veering off course, per FT.
One tanker switched its destination to Brazil, while another has turned into the Mediterranean and is signaling “for orders,” meaning the cargo has no confirmed buyer or destination port.
A third tanker is also signaling “for orders.”
These are the same 3 oil tankers that were expected in the US around November 7-11, the first wave of cargoes.