THIS IS WHY NOT ALL OIL IS THE SAME 🛢️
Everyone talks about “oil” like it’s the same thing.
Wrong.
It’s like comparing: Coca-Cola 🥤 vs mate 🧉 vs swamp water ☠️
🇻🇪 Venezuela → TAR API 8–14
Heavy, high sulfur, hard to move. Needs dilution.
You don’t refine it… you fight it.
🇮🇷 Iran → MID API ~33–36
Decent. Usable. Not premium.
Does the job, nothing special.
🇦🇷 Argentina (Vaca Muerta) → PREMIUM API 39–42
Light, low sulfur, cheap to refine.
Refineries WANT this.
Now the part the market underestimates:
When tension rises (Iran 🔥),
price goes up… but quality decides margins.
Not all barrels are equal.
Simple analogy:
Venezuela = truck stuck in mud 🚛
Iran = normal car 🚗
Argentina = F1 car 🏎️
Same race. Different speed.
If energy tightens,
money flows to efficiency first.
Watch how this connects with
Energy = liquidity.
Liquidity = markets.
What wins in a crisis: volume or quality?