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[@gbrew24](/creator/twitter/gbrew24)
"Iran posted negative GDP growth in Q1 of its business year and is likely to post X% for the year. This is not unprecedented--there have been five years of negative growth since 2005--though the downturn comes after five years of positive growth despite sanctions"  
[X Link](https://x.com/gbrew24/status/1974129351248785764) [@gbrew24](/creator/x/gbrew24) 2025-10-03T15:08Z 27.3K followers, 1704 engagements


"Chinese stock-building this year accounts for recently realized Chinese demand growth and at X million bpd exceeds *global* demand growth for the year. It's a staggering build that the market for mysterious reasons is treating as demand rather than inventory"  
[X Link](https://x.com/gbrew24/status/1975884221907607947) [@gbrew24](/creator/x/gbrew24) 2025-10-08T11:21Z 27.3K followers, 31.3K engagements


"OPSEC remains strong"  
[X Link](https://x.com/gbrew24/status/1976079006194942242) [@gbrew24](/creator/x/gbrew24) 2025-10-09T00:15Z 27.3K followers, 4484 engagements


"WTI in the $50s for the first time since the post-Liberation Day sell-off after a large drop early this morning"  
[X Link](https://x.com/gbrew24/status/1976640949267960266) [@gbrew24](/creator/x/gbrew24) 2025-10-10T13:28Z 27.3K followers, 1496 engagements


"Witkoff and Kushner met in person with Khalil Al-Hayya and gave him Trump's personal guarantee that Israel would not violate the ceasefire after the hostages were freed. The meeting helped get Hamas over the line on Trump's proposal"  
[X Link](https://x.com/gbrew24/status/1977699630931460334) [@gbrew24](/creator/x/gbrew24) 2025-10-13T11:35Z 27.3K followers, 13.6K engagements


"What kind of relief would Trump be willing to give Not much but that's more than what Iran is getting now. It could also begin the process to get Iran out from under UN sanctions that were reimposed last month"  
[X Link](https://x.com/gbrew24/status/1977818644412538904) [@gbrew24](/creator/x/gbrew24) 2025-10-13T19:28Z 27.3K followers, 1082 engagements


"Iran won't give up enrichment. But it's not enriching anything as Israel and the US blew up or disabled its centrifuges. A limited deal could include an informal Iranian commitment to not erect new centrifuge cascades without surrendering the principle"  
[X Link](https://x.com/gbrew24/status/1977820232539582610) [@gbrew24](/creator/x/gbrew24) 2025-10-13T19:34Z 27.3K followers, XXX engagements


"@yarbatman @Rory_Johnston Wow Back of the envelope math puts this at 288k bbls in tank car capacity. Nothing to sneeze at"  
[X Link](https://x.com/gbrew24/status/1978169603885838681) [@gbrew24](/creator/x/gbrew24) 2025-10-14T18:42Z 27.3K followers, XXX engagements


""Signs in upmarket restaurants order women to wear the hijab yet are roundly ignored.internet is censored so people used VPNs to scroll through Instagram and TikTok.sanctions make for a thriving black market." A look at normal(ish) life in Iran"  
[X Link](https://x.com/gbrew24/status/1978536019378004325) [@gbrew24](/creator/x/gbrew24) 2025-10-15T18:58Z 27.3K followers, 2763 engagements


"Trump's plan makes it seem like reconstruction has to accompany Hamas disarming and dissolving itself (Phase 2) but perhaps the sequencing is more flexible than the text suggests"  
[X Link](https://x.com/gbrew24/status/1978580423992025214) [@gbrew24](/creator/x/gbrew24) 2025-10-15T21:55Z 27.3K followers, 3194 engagements


"Still a bit hard to believe but the evidence that the US is about to start military operations against Venezuela--including potentially direct strikes on the leadership--has become undeniable. It could start this weekend. It may start tonight"  
[X Link](https://x.com/gbrew24/status/1978982804143603999) [@gbrew24](/creator/x/gbrew24) 2025-10-17T00:34Z 27.3K followers, 192.8K engagements


"Re: new details on the US-Russia Alaska summit from a few months ago. This has all the hallmarks of a staff work failure. Trump wasn't prepared. Witkoff wasn't prepared. Putin came and did his thing Trump didn't know how to handle it and things fell apart"  
[X Link](https://x.com/gbrew24/status/1979175905755828509) [@gbrew24](/creator/x/gbrew24) 2025-10-17T13:21Z 27.3K followers, 2698 engagements


"More spectacular things have happened since but there are important lessons to draw from the brief US campaign in Yemen from early 2025"  
[X Link](https://x.com/gbrew24/status/1979187200978764038) [@gbrew24](/creator/x/gbrew24) 2025-10-17T14:06Z 27.3K followers, 4189 engagements


"1. Force is seen as a useful tool when there are few risks involved. As with strikes on Iran and the current build-up against Venezuela the Houthi campaign served as a display of US military might but focused on a foe that was largely incapable or unwilling to strike back"  
[X Link](https://x.com/gbrew24/status/1979187561730810325) [@gbrew24](/creator/x/gbrew24) 2025-10-17T14:07Z 27.3K followers, XXX engagements


"Today's attack in the Red Sea doesn't look like Houthi handiwork (unless their targeting was off which has happened in the past). This is the second tanker carrying Iranian LPG that has been struck in recent months"  
[X Link](https://x.com/gbrew24/status/1979610966171283461) [@gbrew24](/creator/x/gbrew24) 2025-10-18T18:10Z 27.3K followers, 8853 engagements


""A Houthi defence ministry official said the group had no connection to the incident according to the Houthi-run Saba news agency.""  
[X Link](https://x.com/gbrew24/status/1979613408996589929) [@gbrew24](/creator/x/gbrew24) 2025-10-18T18:19Z 27.3K followers, 1421 engagements


"Suggests Iran is trying to improve security around the Isfahan tunnel network (where a considerable amount of the HEU is stored) without rushing to *get inside* the facility. They may not be trying to get the uranium out but they're also making sure no one else can get in"  
[X Link](https://x.com/gbrew24/status/1979236798787121184) [@gbrew24](/creator/x/gbrew24) 2025-10-17T17:23Z 27.3K followers, 3178 engagements


"An answer that obscures what exactly the US is trying to get from Maduro"  
[X Link](https://x.com/gbrew24/status/1979267076595618191) [@gbrew24](/creator/x/gbrew24) 2025-10-17T19:23Z 27.3K followers, 5248 engagements


""Zelensky hoped to leave Washington with commitments around new weapons for Ukraine but found Trump in a totally different state of mind a day after he held a lengthy call with Russian president Vlaidmir Putin.""  
[X Link](https://x.com/gbrew24/status/1979334550057779233) [@gbrew24](/creator/x/gbrew24) 2025-10-17T23:51Z 27.3K followers, 1824 engagements


"Not for nothing but each time Israel and Iran have come to blows in the last two years the US has had destroyers positioned in the region to provide additional AD support to Israel. Right now most of those destroyers are in the Caribbean (and near Mexico)"  
[X Link](https://x.com/gbrew24/status/1980060405499338950) [@gbrew24](/creator/x/gbrew24) 2025-10-19T23:56Z 27.3K followers, 4488 engagements