Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
Iranโs short-range ballistic missiles cover most Gulf energy infrastructure.
Within 300โ800 km sit:
โข Kuwait oil facilities
โข Saudi Eastern Province fields
โข UAE export terminals
โข Qatar LNG infrastructure
โข U.S. bases across the region
โข The Strait of Hormuz itself
That is not theoretical.
It is the core of global oil and LNG flows.
~20% of global oil trade moves through Hormuz.
A major share of LNG exports originate within this radius.
The key point:
You do not need a full war to disrupt supply.
You only need credible threat to infrastructure or shipping.
Markets price barrels at risk, not just barrels lost.
In this environment, geopolitics becomes a supply variable.
#Iran
Within 300โ800 km sit:
โข Kuwait oil facilities
โข Saudi Eastern Province fields
โข UAE export terminals
โข Qatar LNG infrastructure
โข U.S. bases across the region
โข The Strait of Hormuz itself
That is not theoretical.
It is the core of global oil and LNG flows.
~20% of global oil trade moves through Hormuz.
A major share of LNG exports originate within this radius.
The key point:
You do not need a full war to disrupt supply.
You only need credible threat to infrastructure or shipping.
Markets price barrels at risk, not just barrels lost.
In this environment, geopolitics becomes a supply variable.
#Iran
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
China purchased 1.38m bpd of Iranian oil last year, on average. This campaign will hurt their access to discounted shorthaul barrels, and therefore their energy security.
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USA ๐บ๐ธ vs Iran ๐ฎ๐ท vs Israel ๐ฎ๐ฑ โ Power Breakdown
โMilitary Budget:
โ๐บ๐ธ USA โ $916 Billion
๐ฎ๐ท Iran โ $15 Billion
๐ฎ๐ฑ Israel โ $30 Billion
โTotal Population:
โ๐บ๐ธ USA โ 345 Million
๐ฎ๐ท Iran โ 89 Million
๐ฎ๐ฑ Israel โ 9.5 Million
โGDP (Nominal):
๐บ๐ธ USA - $31.8 Trillion
๐ฎ๐ท Iran - $376 Billion
๐ฎ๐ฑ Israel - $666 Billion
โMilitary Strength (Active Personnel):
โ๐บ๐ธ USA โ 1,328,000
๐ฎ๐ท Iran โ 610,000
๐ฎ๐ฑ Israel โ 170,000
โNukes (Nuclear Warheads):
โ๐บ๐ธ USA โ ~3,700
๐ฎ๐ท Iran โ 0 (No confirmed weapons, though enrichment continues)
๐ฎ๐ฑ Israel โ 90 (Estimated)
โTanks:
โ๐บ๐ธ USA โ 4,650
๐ฎ๐ท Iran โ 1,996
๐ฎ๐ฑ Israel โ 1,370
โNavy (Total Assets):
โ๐บ๐ธ USA โ 470
๐ฎ๐ท Iran โ 101
๐ฎ๐ฑ Israel โ 67
โSubmarine:
โ๐บ๐ธ USA โ 67
๐ฎ๐ท Iran โ 19
๐ฎ๐ฑ Israel โ 5
โMissiles & Air Defense:
โ๐บ๐ธ USA โ World leader in ICBMs and global strike capabilities.
๐ฎ๐ท Iran โ Largest ballistic missile arsenal in the Middle East (Fateh, Shahab series).
๐ฎ๐ฑ Israel โ Specialized in multi-tier defense: Iron Dome, David's Sling, and Arrow 3.
โNote: All figures are approximate and based on publicly available defense data from 2024โ2025. Military asset numbers (tanks, naval units, submarines, personnel) are rounded estimates and may vary by source. Nuclear warhead figures are based on global arms assessments, and Israelโs arsenal is widely estimated but not officially confirmed. Budgets can fluctuate due to emergency or wartime allocations. Data subject to revision.
โMilitary Budget:
โ๐บ๐ธ USA โ $916 Billion
๐ฎ๐ท Iran โ $15 Billion
๐ฎ๐ฑ Israel โ $30 Billion
โTotal Population:
โ๐บ๐ธ USA โ 345 Million
๐ฎ๐ท Iran โ 89 Million
๐ฎ๐ฑ Israel โ 9.5 Million
โGDP (Nominal):
๐บ๐ธ USA - $31.8 Trillion
๐ฎ๐ท Iran - $376 Billion
๐ฎ๐ฑ Israel - $666 Billion
โMilitary Strength (Active Personnel):
โ๐บ๐ธ USA โ 1,328,000
๐ฎ๐ท Iran โ 610,000
๐ฎ๐ฑ Israel โ 170,000
โNukes (Nuclear Warheads):
โ๐บ๐ธ USA โ ~3,700
๐ฎ๐ท Iran โ 0 (No confirmed weapons, though enrichment continues)
๐ฎ๐ฑ Israel โ 90 (Estimated)
โTanks:
โ๐บ๐ธ USA โ 4,650
๐ฎ๐ท Iran โ 1,996
๐ฎ๐ฑ Israel โ 1,370
โNavy (Total Assets):
โ๐บ๐ธ USA โ 470
๐ฎ๐ท Iran โ 101
๐ฎ๐ฑ Israel โ 67
โSubmarine:
โ๐บ๐ธ USA โ 67
๐ฎ๐ท Iran โ 19
๐ฎ๐ฑ Israel โ 5
โMissiles & Air Defense:
โ๐บ๐ธ USA โ World leader in ICBMs and global strike capabilities.
๐ฎ๐ท Iran โ Largest ballistic missile arsenal in the Middle East (Fateh, Shahab series).
๐ฎ๐ฑ Israel โ Specialized in multi-tier defense: Iron Dome, David's Sling, and Arrow 3.
โNote: All figures are approximate and based on publicly available defense data from 2024โ2025. Military asset numbers (tanks, naval units, submarines, personnel) are rounded estimates and may vary by source. Nuclear warhead figures are based on global arms assessments, and Israelโs arsenal is widely estimated but not officially confirmed. Budgets can fluctuate due to emergency or wartime allocations. Data subject to revision.
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๐ธ๐ฆ๐บ๐ธ Saudi Arabia officially states it is prepared to join the U.S. in ANY CAPACITY in the war against Iran.
Saudi Arabia has pledged full solidarity with the UAE, Bahrain, Qatar, Kuwait, and Jordan following Iranian missile strikes.
Saudi Arabia has pledged full solidarity with the UAE, Bahrain, Qatar, Kuwait, and Jordan following Iranian missile strikes.
Saturday, Feb 28 2026, 12:00 UTC time
๐ โ Canada: Budget deficit widens
Canada posted a C$26.14B deficit for the first nine months of fiscal 2025/26. Markets: weaker fiscal impulse may weigh on CAD sentiment and long-term yields; fiscal prudence expectations could pressure government bond issuance and bank funding costs.
๐ ๐ US: Natural gas & LNG โ upward pressure
US natgas futures edged up as global energy prices rose and LNG exports hover near record levels. Markets: higher gas/LNG flows support energy equities and inflation risks for energy-sensitive sectors; potential upside for USD via commodity-linked FX and tighter domestic supply dynamics.
๐ โ US: Producer prices surge in January
PPI showed a strong increase, signaling persistent upstream inflationary pressure. Markets: puts upward pressure on inflation expectations and Fed rate vigilance โ supportive for USD and US short-term yields; risk for equities if profit margins face renewed squeeze.
๐ ๐ Macro takeaway โ Inflation remains sticky
Despite cooling, inflation continues to be a problem (Barron's): underlying pressures persist across prices and input costs. Markets: sustained inflation narrative favours higher-for-longer rate pricing, stronger USD, and volatility in FX and bond markets; watch data for growth/inflation mix that could shift risk-on/risk-off flows.
๐ โ Canada: Budget deficit widens
Canada posted a C$26.14B deficit for the first nine months of fiscal 2025/26. Markets: weaker fiscal impulse may weigh on CAD sentiment and long-term yields; fiscal prudence expectations could pressure government bond issuance and bank funding costs.
๐ ๐ US: Natural gas & LNG โ upward pressure
US natgas futures edged up as global energy prices rose and LNG exports hover near record levels. Markets: higher gas/LNG flows support energy equities and inflation risks for energy-sensitive sectors; potential upside for USD via commodity-linked FX and tighter domestic supply dynamics.
๐ โ US: Producer prices surge in January
PPI showed a strong increase, signaling persistent upstream inflationary pressure. Markets: puts upward pressure on inflation expectations and Fed rate vigilance โ supportive for USD and US short-term yields; risk for equities if profit margins face renewed squeeze.
๐ ๐ Macro takeaway โ Inflation remains sticky
Despite cooling, inflation continues to be a problem (Barron's): underlying pressures persist across prices and input costs. Markets: sustained inflation narrative favours higher-for-longer rate pricing, stronger USD, and volatility in FX and bond markets; watch data for growth/inflation mix that could shift risk-on/risk-off flows.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
China's oil inventory are at all time highs for a reason
๐จ๐ญ Global One SI - Prompt
Video
๐ด๐ธ ALERT: The year 2026 is already shaping up to be legendary and a landmark year.
January 2026: Dictator Nicolรกs Maduro has been captured.
February 2026: Mexico's number one drug trafficker has been eliminated.
March 2026 will beginโฆ with the fall of the Mullah regime.
January 2026: Dictator Nicolรกs Maduro has been captured.
February 2026: Mexico's number one drug trafficker has been eliminated.
March 2026 will beginโฆ with the fall of the Mullah regime.
๐จ๐ญ Global One SI - Prompt
"U.S. WILL USE TOMAHAWK MISSILES IN IRAN STRIKE" The B-2 bombers were at the forefront of last summer's U.S. operation against Iran's nuclear sites, but the current array of targets may be more fitting for other U.S. assets. The Tomahawk cruise missile isโฆ
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US Tomahawk missiles over Iranian skies. Impressive.
โก2
๐จ๐ญ Global One SI - Prompt
Quantum Computing stocks that are STILL dirt cheap๐ฅ The quantum revolution is just getting started, and these pure-plays are trading at levels that scream โundervaluedโ compared to their tech edge and roadmaps ๐ $IONQ Trapped-ion leader with cloud-accessibleโฆ
Big Money is ALL IN - Quantum Stocks with MASSIVE Institutional Ownership about to EXPLODE ๐ฅ
$IONQ has 789 institutional owners and shareholders.
These institutions hold a total of 209,215,819 shares.
Largest shareholders include Vanguard Group Inc, BlackRock and Morgan Stanley.
$IONQ has 789 institutional owners and shareholders.
These institutions hold a total of 209,215,819 shares.
Largest shareholders include Vanguard Group Inc, BlackRock and Morgan Stanley.
๐จ๐ญ Global One SI - Prompt
Quantum Computing stocks that are STILL dirt cheap๐ฅ The quantum revolution is just getting started, and these pure-plays are trading at levels that scream โundervaluedโ compared to their tech edge and roadmaps ๐ $IONQ Trapped-ion leader with cloud-accessibleโฆ
$RGTI has 538 institutional owners and shareholders. These institutions hold a total of 181,615,831 shares. Largest shareholders include Vanguard Group Inc, BlackRock and State Street Corp.
Americans are waking up to some major news in Iran:
1. The US and Israel have begun "major combat operations" in Iran
2. Strikes target Iran's Supreme Leader and President
3. Iran launches attacks on US bases in Kuwait, UAE, and Qatar
4. Iran launches retaliatory attacks on Israel
5. American officials say strikes will continue for days or weeks
6. Israel says goal is to "end the Ayatollahs' regime"
It's going to be a busy weekend.
1. The US and Israel have begun "major combat operations" in Iran
2. Strikes target Iran's Supreme Leader and President
3. Iran launches attacks on US bases in Kuwait, UAE, and Qatar
4. Iran launches retaliatory attacks on Israel
5. American officials say strikes will continue for days or weeks
6. Israel says goal is to "end the Ayatollahs' regime"
It's going to be a busy weekend.
Great visualization of wars.
They don't tend to be bad for markets, the contrary actually.
You'll get a first initial shock impact, and then markets return back to neutral.
My expectation is that we'll see a peak on commodities soon and a rotation towards equities & #Crypto from next week on.
They don't tend to be bad for markets, the contrary actually.
You'll get a first initial shock impact, and then markets return back to neutral.
My expectation is that we'll see a peak on commodities soon and a rotation towards equities & #Crypto from next week on.
$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | Denison Mines gets final CNSC approval for Wheeler River, with construction starting in March 2026.
As Canadaโs first ISR #uranium mine, it targets 12M lbs annually by 2028, positioning Canada to capture 25% of the global market by 2027.
As Canadaโs first ISR #uranium mine, it targets 12M lbs annually by 2028, positioning Canada to capture 25% of the global market by 2027.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จThe government of๐ฎ๐ฑIsrael has ordered operators of major natural gas fields in the Mediterranean Sea to halt production as๐ฎ๐ทIran steps up retaliatory attacks
๐จ๐ญ Global One SI - Prompt
US Tomahawk missiles over Iranian skies. Impressive.
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๐จ๐ฎ๐ท๐บ๐ธ Dozens of U.S. Tomahawk cruise missiles just flew over Iraqi Kurdistan heading toward Iran.
This is full American combat engagement.
Trump called it "major combat operations." He wasn't exaggerating.
This is full American combat engagement.
Trump called it "major combat operations." He wasn't exaggerating.
โก1
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Israeli Air Force struck and neutralized IRGC missile launchers and terrorists in western Iran
๐ฅ1
๐จ SHOCKING FORECAST: Cancer Cases to EXPLODE by 2050 $IBRX
Experts predict over 35 million new cancer cases worldwide by 2050 - a massive 77% surge from recent levels.
Cancer deaths could climb to around 18.5 million, up nearly 90%.
The world desperately needs breakthrough treatments NOW.
Huge Market Opportunity ๐
The global oncology drug market is exploding, from about $223 billion in recent years to a projected $409 billion by 2028.
Thatโs explosive growth and trillions in long-term potential for innovators.
$IBRX is transforming cancer care with ANKTIVA - the revolutionary immunotherapy.
In 2025 alone, ANKTIVA delivered $113 million in net product revenue, a jaw-dropping 700% year-over-year increase.
Fresh approvals rolling in, including for lung cancer in key markets, plus global partnerships expanding to 33 countries and beyond. Label expansions and new trials are fueling the momentum.
This is the biotech disruptor fighting cancer head-on.
Experts predict over 35 million new cancer cases worldwide by 2050 - a massive 77% surge from recent levels.
Cancer deaths could climb to around 18.5 million, up nearly 90%.
The world desperately needs breakthrough treatments NOW.
Huge Market Opportunity ๐
The global oncology drug market is exploding, from about $223 billion in recent years to a projected $409 billion by 2028.
Thatโs explosive growth and trillions in long-term potential for innovators.
$IBRX is transforming cancer care with ANKTIVA - the revolutionary immunotherapy.
In 2025 alone, ANKTIVA delivered $113 million in net product revenue, a jaw-dropping 700% year-over-year increase.
Fresh approvals rolling in, including for lung cancer in key markets, plus global partnerships expanding to 33 countries and beyond. Label expansions and new trials are fueling the momentum.
This is the biotech disruptor fighting cancer head-on.