Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Gas market faces bigger impact than oil on Hormuz disruption, says Goldman ⚠️
📈 European gas prices could surge more than 130% to €74/MWh if strait shut for a one month
📈 Prices would rally to €100 for a two-month halt
There is less spare capacity in gas than oil
📈 European gas prices could surge more than 130% to €74/MWh if strait shut for a one month
📈 Prices would rally to €100 for a two-month halt
There is less spare capacity in gas than oil
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$CVX $XOM $OXY $COP $HP $WHD $NBR | QatarEnergy halts LNG production following Iranian drone strikes on Ras Laffan and Mesaieed facilities.
With 20% of global supply offline and the Strait of Hormuz transit plunging 86%, Asian LNG benchmarks have surged 41% in 24 hours.
With 20% of global supply offline and the Strait of Hormuz transit plunging 86%, Asian LNG benchmarks have surged 41% in 24 hours.
The Netherlands cancelled the 36% tax on unrealized gains after huge public protests.
Most people don't realize what's happening here: the Netherlands has had a wealth tax since 2001.
- They assume 7.78% fictitious returns on investments >51k.
- This is taxed at 36%, no matter if you have incurred losses.
- The new proposal would “just” tax real capital gains at 36%.
Wealth taxes or unrealized capital gains taxes are led by the EU. 80% of countries with a wealth tax are EU members.
Just like income tax was first paid in only a few countries, then by just a few percent of the population, and now it is common practice, the EU is slowly setting a new standard for wealth taxation.
Most people don't realize what's happening here: the Netherlands has had a wealth tax since 2001.
- They assume 7.78% fictitious returns on investments >51k.
- This is taxed at 36%, no matter if you have incurred losses.
- The new proposal would “just” tax real capital gains at 36%.
Wealth taxes or unrealized capital gains taxes are led by the EU. 80% of countries with a wealth tax are EU members.
Just like income tax was first paid in only a few countries, then by just a few percent of the population, and now it is common practice, the EU is slowly setting a new standard for wealth taxation.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨🇶🇦Qatar has halted LNG production after two drones have reportedly hit key production facilities.
While Qatar Energy has not released specific data regarding the damage suffered at its infrastructure, the suspension suggests this might be substantial.
While Qatar Energy has not released specific data regarding the damage suffered at its infrastructure, the suspension suggests this might be substantial.
Stifel raises $MU Micron price target to $550 and reiterates Buy.
Analysts cite a memory pricing surge and "software like" gross margins in the 70% range. Stifel believes 2026 consensus estimates remain too low as AI demand outstrips supply.
Analysts cite a memory pricing surge and "software like" gross margins in the 70% range. Stifel believes 2026 consensus estimates remain too low as AI demand outstrips supply.
Barclays reinstates Netflix $NFLX with Equalweight and a $115 price target.
Analysts say the $WBD Warner Bros. deal exit removes a distraction, but the "valuation narrative" is now anchored by a debate over why Netflix felt the need to pursue such a massive acquisition.
Analysts say the $WBD Warner Bros. deal exit removes a distraction, but the "valuation narrative" is now anchored by a debate over why Netflix felt the need to pursue such a massive acquisition.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨Goodbye to the rationality of global gas markets
📈The🇪🇺EU TTF front-month gas price index—the main European gas benchmark—is up 44.8% today on the news of the Qatari production halt
Europe must now launch the largest ever campaign to replenish gas storage through LNG
📈The🇪🇺EU TTF front-month gas price index—the main European gas benchmark—is up 44.8% today on the news of the Qatari production halt
Europe must now launch the largest ever campaign to replenish gas storage through LNG
Cantor Fitzgerald raises TeraWulf $WOLF price target to $24 with an Overweight rating.
Analysts cite massive AI and HPC momentum at Lake Mariner and new 1.5GW site acquisitions in Kentucky and Maryland, backed by $12.8B in long term contracts.
Analysts cite massive AI and HPC momentum at Lake Mariner and new 1.5GW site acquisitions in Kentucky and Maryland, backed by $12.8B in long term contracts.
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$RCAT $KTOS $UMAC $DPRO $ONDS $AVAV | Secretary of War Pete Hegseth on Operation Epic Fury: "Regardless of 'international institutions,' America is unleashing the most lethal and precise airpower campaign in history!"
🇨🇭 Global One SI - Prompt
🚨IRAN RELEASES IMAGE OF KHAMENEI’S BODY BENEATH RUBBLE
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🚨 Breaking: CIA and Mossad released footage of the operation to eliminate Khamenei
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🚨 Breaking: Newly released footage of Khamenei's elimination by agent Qaani
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