Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Aramco Is Rerouting Up To 7 mb/d Through The Red Sea
⚠️ But Hormuz Cannot Be Fully Replaced.
Saudi’s export system is now under stress test
The constraint is pipes and ports.
🛢 The East–West Bypass
Saudi’s safety valve is the East–West (Petroline) pipeline:
• Runs from Abqaiq to Yanbu on the Red Sea
• Nominal capacity: 5 mb/d
• Crisis surge capacity: 7 mb/d (by converting NGL lines)
Saudi produces just over 10 mb/d.
Exports recently around 7 mb/d.
In theory, most exports can be rerouted.
In practice, it is tight.
#oott #Iran
⚠️ But Hormuz Cannot Be Fully Replaced.
Saudi’s export system is now under stress test
The constraint is pipes and ports.
🛢 The East–West Bypass
Saudi’s safety valve is the East–West (Petroline) pipeline:
• Runs from Abqaiq to Yanbu on the Red Sea
• Nominal capacity: 5 mb/d
• Crisis surge capacity: 7 mb/d (by converting NGL lines)
Saudi produces just over 10 mb/d.
Exports recently around 7 mb/d.
In theory, most exports can be rerouted.
In practice, it is tight.
#oott #Iran
🇨🇭 Global One SI - Prompt
$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Stifel reiterates Buy for AeroVironment $AVAV with a 389 price target, calling the recent selloff excessive.
Despite a pause in the 1.4B SCAR program for renegotiation, analysts see deep value in AV’s diversified drone and laser defense tech.
Despite a pause in the 1.4B SCAR program for renegotiation, analysts see deep value in AV’s diversified drone and laser defense tech.
BofA reiterates Neutral for AST SpaceMobile $ASTS with a 100 price target.
With BlueBird 7 set to launch this month and a goal of 45 satellites in orbit by year end, the firm eyes a major service ramp into 2026 to 2027 for its 5G satellite network.
With BlueBird 7 set to launch this month and a goal of 45 satellites in orbit by year end, the firm eyes a major service ramp into 2026 to 2027 for its 5G satellite network.
$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | U.S. nuclear growth faces a supply gap as domestic enrichment capacity covers only 27% of demand.
With a total ban on Russian #uranium set for 2028, Centrus faces a $2.3B backlog amid surging power needs for AI data centers.
With a total ban on Russian #uranium set for 2028, Centrus faces a $2.3B backlog amid surging power needs for AI data centers.
$OUST is building the brain for the physical world 🔥
High-performance digital lidar sensors + now StereoLabs AI cameras, perception software & AI models = unified Physical AI platform.
Sees, thinks & acts in real life: robotics, industrial automation, smart cities, autonomous vehicles.
Just hit record revenue, first profit, 30-50% growth guided.
This isn’t just lidar anymore – it’s the full-stack future 📈
High-performance digital lidar sensors + now StereoLabs AI cameras, perception software & AI models = unified Physical AI platform.
Sees, thinks & acts in real life: robotics, industrial automation, smart cities, autonomous vehicles.
Just hit record revenue, first profit, 30-50% growth guided.
This isn’t just lidar anymore – it’s the full-stack future 📈
$MP $UUUU $UAMY $USAR $LAC $CRML | Canada has secured $18.5B in critical minerals investment through 30 new global partnerships via its Production Alliance.
Key deals include Frontier #Lithium with Panasonic and a $2B offtake for Greenland Resources, securing the West.
Key deals include Frontier #Lithium with Panasonic and a $2B offtake for Greenland Resources, securing the West.
The commodity bull market hasn’t even started.
Commodity open interest compared to US equities or privately owned USTs is almost nonexistent.
- US equities: $73T
- Privately owned UST: $26T
- Oil open interest: $549B
- #Gold: $199B
- #Silver: $51B
Even a modest capital rotation into commodities would trigger a massive price response.
Commodity open interest compared to US equities or privately owned USTs is almost nonexistent.
- US equities: $73T
- Privately owned UST: $26T
- Oil open interest: $549B
- #Gold: $199B
- #Silver: $51B
Even a modest capital rotation into commodities would trigger a massive price response.
🇨🇭 Global One SI - Prompt
Iron Beam just intercepted rockets from Lebanon. First laser air defense combat use in history. $LASR is a confirmed supplier. CEO Scott Keeney, Q3 2024 call: "We are a supplier into Iron Beam, and we are deeply engaged with not only the current products…
Israel’s Iron Beam Laser Linked to First Combat Intercepts of Hezbollah Rockets in Lebanon
🇨🇭 Global One SI - Prompt
Photonics stocks Substrate & Equipment • $AXTI – substrate materials exposure • $IPGP – fiber lasers & light sources • $IQE – advanced epitaxial wafers (InP, GaAs) Optical Components & Systems • $LITE – lasers & photonics components • $COHR – diversified…
🚨 AI-Chip-Bottleneck $AEHR Test Systems is the HIDDEN gatekeeper preventing massive data-center failures
Just landed $14M order for fully automated FOX-XP systems – testing 9x 300mm wafers in parallel for high-power AI processors (think Nvidia/AMD killers).
Without Aehr’s wafer-level burn-in, these 2000W+ monsters fail early → billions lost in hyperscalers.
This is the underrated choke point in the AI boom.
Just landed $14M order for fully automated FOX-XP systems – testing 9x 300mm wafers in parallel for high-power AI processors (think Nvidia/AMD killers).
Without Aehr’s wafer-level burn-in, these 2000W+ monsters fail early → billions lost in hyperscalers.
This is the underrated choke point in the AI boom.
World tension. Breaking news. Market volatility.
While many react emotionally, traders focus on the charts.
War and global crises create uncertainty and uncertainty, creating movement. In trading, movement means opportunity.
We don’t trade politics.
We trade price action with discipline and proper risk management.
Chaos outside.
Opportunity inside the market. 📈
While many react emotionally, traders focus on the charts.
War and global crises create uncertainty and uncertainty, creating movement. In trading, movement means opportunity.
We don’t trade politics.
We trade price action with discipline and proper risk management.
Chaos outside.
Opportunity inside the market. 📈
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