Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇮🇷 Iran is now hitting oil infrastructure. The Baku-Tbilisi-Ceyhan pipeline — running through Georgian territory, carrying Azerbaijani crude across the Caucasus to the Turkish Mediterranean coast, has been struck by drones. That pipeline supplies 30% of Israel’s oil.
Iran didn’t close the Strait and stop there. It is now methodically severing every energy artery feeding the coalition that bombed it — working outward from the Gulf, across the region, into the Caucasus, toward the Mediterranean. This is beyond retaliation. This is a calculated siege.
Iran’s strategy is rationing — carefully escalating energy pain in sequence, working outward from the Strait to Gulf infrastructure to Caucasian pipelines, each strike a calculated increment designed to make the economic cost of continuing unbearable before Washington runs out of things to bomb. “We haven’t seen the peak of it — we haven’t seen the worst of what could happen,” said Iman Nasseri, Managing Director for the Middle East at FGE, warning that sustained attacks on production fields and pipelines would push oil well into the $90-$100 range. Nasseri is being conservative.
The next logical Iranian moves are already visible in the architecture of what they haven’t hit yet — the Saudi East-West pipeline that bypasses Hormuz, Iraq’s offshore loading platforms in Iranian territorial waters that handle 3.5 million barrels a day, and the Abqaiq processing hub that handles the majority of Saudi crude before it reaches any export terminal. Hit those in sequence, and no strategic petroleum reserve on earth covers the gap. Iran has been under sanctions for forty years and its economy has already absorbed the worst the global financial system can deliver — the countries now watching their refineries burn and their LNG terminals go offline have not, and Tehran knows exactly how long each of them can hold before the phone calls to Washington start demanding an exit.
Iran didn’t close the Strait and stop there. It is now methodically severing every energy artery feeding the coalition that bombed it — working outward from the Gulf, across the region, into the Caucasus, toward the Mediterranean. This is beyond retaliation. This is a calculated siege.
Iran’s strategy is rationing — carefully escalating energy pain in sequence, working outward from the Strait to Gulf infrastructure to Caucasian pipelines, each strike a calculated increment designed to make the economic cost of continuing unbearable before Washington runs out of things to bomb. “We haven’t seen the peak of it — we haven’t seen the worst of what could happen,” said Iman Nasseri, Managing Director for the Middle East at FGE, warning that sustained attacks on production fields and pipelines would push oil well into the $90-$100 range. Nasseri is being conservative.
The next logical Iranian moves are already visible in the architecture of what they haven’t hit yet — the Saudi East-West pipeline that bypasses Hormuz, Iraq’s offshore loading platforms in Iranian territorial waters that handle 3.5 million barrels a day, and the Abqaiq processing hub that handles the majority of Saudi crude before it reaches any export terminal. Hit those in sequence, and no strategic petroleum reserve on earth covers the gap. Iran has been under sanctions for forty years and its economy has already absorbed the worst the global financial system can deliver — the countries now watching their refineries burn and their LNG terminals go offline have not, and Tehran knows exactly how long each of them can hold before the phone calls to Washington start demanding an exit.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Putin’s Energy Masterclass: Exploiting the Hormuz Crisis to Break the EU’s Resolve
Vladimir Putin is threatening to cut remaining gas supplies to Europe at the exact moment when EU inventories are the most fragile in years.
An honest masterclass in energy geopolitics.
Vladimir Putin is threatening to cut remaining gas supplies to Europe at the exact moment when EU inventories are the most fragile in years.
An honest masterclass in energy geopolitics.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
ARGENTINA SEALS HISTORIC $7 BILLION LNG DEAL WITH GERMANY
In a groundbreaking move for Argentina's energy sector, Southern Energy (SESA)—a powerhouse consortium including YPF, PAE, Pampa Energía, Harbour Energy, and Golar LNG—has signed a landmark Sales and Purchase Agreement with Germany's state-owned SEFE Securing Energy for Europe.
The deal commits Argentina to supply 2 million tons of liquefied natural gas (LNG) annually for 8 years, starting late 2027.
Sourced from the vast shale reserves of Vaca Muerta, the LNG will be liquefied on floating vessels in Río Negro's Golfo San Matías, led by the Hilli Episeyo.
This historic contract—the largest in Argentina's LNG export history—promises over $7 billion in revenue through 2035, boosting foreign currency inflows, creating thousands of jobs, and positioning Argentina as a key strategic supplier to diversify Europe's energy security.
This is certainly a game-changer for Vaca Muerta and bilateral ties.
In a groundbreaking move for Argentina's energy sector, Southern Energy (SESA)—a powerhouse consortium including YPF, PAE, Pampa Energía, Harbour Energy, and Golar LNG—has signed a landmark Sales and Purchase Agreement with Germany's state-owned SEFE Securing Energy for Europe.
The deal commits Argentina to supply 2 million tons of liquefied natural gas (LNG) annually for 8 years, starting late 2027.
Sourced from the vast shale reserves of Vaca Muerta, the LNG will be liquefied on floating vessels in Río Negro's Golfo San Matías, led by the Hilli Episeyo.
This historic contract—the largest in Argentina's LNG export history—promises over $7 billion in revenue through 2035, boosting foreign currency inflows, creating thousands of jobs, and positioning Argentina as a key strategic supplier to diversify Europe's energy security.
This is certainly a game-changer for Vaca Muerta and bilateral ties.
🇨🇭 Global One SI - Prompt
$AMPX/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$AMPX is the most underrated growth story in the battery market right now.
$AMPX just dropped Q4 earnings and the numbers are speaking for themselves.
550 customers. Up from 440 in January. 110 added in Q4 alone.
2025 actuals: $73M revenue. Adj. EBITDA turned positive in Q3.
2026 guidance: $125M+ revenue. 70% YoY growth. 25% gross margins.
2030 target: $600M+ capacity. 30%+ gross margins. 20%+ Adj. EBITDA.
This is silicon anode battery tech purpose-built for UAVs and light EVs. The market hasn’t figured this out yet.
A $600M revenue company growing at 50% CAGR doesn’t stay small cap forever.
2 years from now you’ll wish you paid attention to this one.
$AMPX just dropped Q4 earnings and the numbers are speaking for themselves.
550 customers. Up from 440 in January. 110 added in Q4 alone.
2025 actuals: $73M revenue. Adj. EBITDA turned positive in Q3.
2026 guidance: $125M+ revenue. 70% YoY growth. 25% gross margins.
2030 target: $600M+ capacity. 30%+ gross margins. 20%+ Adj. EBITDA.
This is silicon anode battery tech purpose-built for UAVs and light EVs. The market hasn’t figured this out yet.
A $600M revenue company growing at 50% CAGR doesn’t stay small cap forever.
2 years from now you’ll wish you paid attention to this one.
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Cryptocurrency’s capacity for reuse and conversion facilitates large-scale cross-border operations by transnational criminal, terrorist and state-linked actors. Illicit proceeds are generated through activities such as crypto theft, extortion, laundering, sanctions evasion, scams, fraud and terror financing. These funds converge on a small number of recurring conversion nodes, where they are converted into assets that are more difficult to trace and seize.
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He that can have patience can have what he will
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ASP is an advanced materials company dedicated to developing technology and processes designed to produce and enrich isotopes used in multiple markets, which include nuclear medicine and therapeutics, green energy generation, and quantum computing.
Enriching the Future.Enriching the World.
#NASDAQ: $ASPI
Enriching the Future.Enriching the World.
#NASDAQ: $ASPI
Thursday, Mar 5 2026, 12:00 UTC time
📋 US — ✅ Yields surge as inflation fears persist: US Treasury yields rise for a third day; bonds tumble after oil-driven inflation worries. ISM services PMI hits a 3+ year high. Judge orders US Customs to process refunds on illegal Trump tariffs. Investors eye upcoming US employment data.
✅ China — 🔖 Softer growth target: Beijing sets a softer GDP target, supporting risk assets; Chinese stocks gain.
🔖 Russia — 📌 Energy receipts & export threats: State budget oil & gas proceeds up in Feb ($5.54bn) but also reported down 44% y/y in another note; Minister Novak signals government may debate ending gas exports to Europe.
📋 Iran / Middle East — ✅ Conflict fuels inflation premium: Mideast war pushes safe-haven flows into gold and yields; ECB, Fed-area yields climb on inflation risk; global growth/inflation outlook seen under pressure (Goldman, Morgan Stanley).
🔖 Canada — 📌 Housing cools: Toronto home sales fall to a 10-month low amid trade tensions weighing on demand.
📋 United Kingdom — ✅ Gilt yields & activity slump: Gilt yields climb on oil-driven inflation fears; construction PMI shows longest contraction since GFC; borrowing costs up as Middle East tensions stoke inflation concerns.
🔖 Eurozone (Germany, France, Italy, Spain) — 📌 Inflation risks lift yields; mixed industry data: Bund, OAT and BTP yields hit multi-week/month highs. Eurozone retail sales unexpectedly decline; France industrial output rebounds; Italy retail sales beat estimates; German construction contracts again. ECB’s Villeroy sees no immediate reason to raise rates but policymakers warn of inflation spike if Iran war persists.
📋 Switzerland — ✅ Labor steady: Jobless rate unchanged at 3.2%.
🔖 Australia & New Zealand — 📌 Mixed Aussie data; RBA watch: Australia posts A$2.6bn trade surplus (smaller than expected), household spending up 0.3% in Jan but described as lacklustre; exports hit 5-month low; 10Y yield at 3-week high; shares rebound after declines. New Zealand shares rebound.
📋 Japan & Korea — ✅ Yields & FX moves: JGB yields climb as investors price inflation risk from the Iran conflict; yen finds support as dollar retreats. KOSPI leads Asian gains amid risk-on swings.
🔖 Brazil — 📌 Markets sensitive to global risk: Emerging market flows and FX impacted by oil/war-driven inflation dynamics (Rupiah note also flagged ahead of reserves).
📋 Global FX & Commodities — ✅ Dollar steadies; gold & oil up: Dollar steadies while treasuries fall; gold rallies on safe-haven demand; oil surge rekindles inflation worries, pressuring bonds and lifting European yields. Copper steadies amid supply tightness.
🔖 Central Banks & Outlook — 📌 Policy caution: ECB officials and analysts flag limited near-term easing; Czech and other central bankers signal possible cuts later; Malaysia holds rates; global policy outlook hinges on duration of Middle East conflict and incoming data.
📋 Market Takeaway — ✅ Inflation vs growth trade-off: Markets brace for higher yields and tighter financial conditions if geopolitical-driven oil inflation persists; watch US jobs, Eurozone retail, China growth signals, and Russia energy moves for directional cues.
📋 US — ✅ Yields surge as inflation fears persist: US Treasury yields rise for a third day; bonds tumble after oil-driven inflation worries. ISM services PMI hits a 3+ year high. Judge orders US Customs to process refunds on illegal Trump tariffs. Investors eye upcoming US employment data.
✅ China — 🔖 Softer growth target: Beijing sets a softer GDP target, supporting risk assets; Chinese stocks gain.
🔖 Russia — 📌 Energy receipts & export threats: State budget oil & gas proceeds up in Feb ($5.54bn) but also reported down 44% y/y in another note; Minister Novak signals government may debate ending gas exports to Europe.
📋 Iran / Middle East — ✅ Conflict fuels inflation premium: Mideast war pushes safe-haven flows into gold and yields; ECB, Fed-area yields climb on inflation risk; global growth/inflation outlook seen under pressure (Goldman, Morgan Stanley).
🔖 Canada — 📌 Housing cools: Toronto home sales fall to a 10-month low amid trade tensions weighing on demand.
📋 United Kingdom — ✅ Gilt yields & activity slump: Gilt yields climb on oil-driven inflation fears; construction PMI shows longest contraction since GFC; borrowing costs up as Middle East tensions stoke inflation concerns.
🔖 Eurozone (Germany, France, Italy, Spain) — 📌 Inflation risks lift yields; mixed industry data: Bund, OAT and BTP yields hit multi-week/month highs. Eurozone retail sales unexpectedly decline; France industrial output rebounds; Italy retail sales beat estimates; German construction contracts again. ECB’s Villeroy sees no immediate reason to raise rates but policymakers warn of inflation spike if Iran war persists.
📋 Switzerland — ✅ Labor steady: Jobless rate unchanged at 3.2%.
🔖 Australia & New Zealand — 📌 Mixed Aussie data; RBA watch: Australia posts A$2.6bn trade surplus (smaller than expected), household spending up 0.3% in Jan but described as lacklustre; exports hit 5-month low; 10Y yield at 3-week high; shares rebound after declines. New Zealand shares rebound.
📋 Japan & Korea — ✅ Yields & FX moves: JGB yields climb as investors price inflation risk from the Iran conflict; yen finds support as dollar retreats. KOSPI leads Asian gains amid risk-on swings.
🔖 Brazil — 📌 Markets sensitive to global risk: Emerging market flows and FX impacted by oil/war-driven inflation dynamics (Rupiah note also flagged ahead of reserves).
📋 Global FX & Commodities — ✅ Dollar steadies; gold & oil up: Dollar steadies while treasuries fall; gold rallies on safe-haven demand; oil surge rekindles inflation worries, pressuring bonds and lifting European yields. Copper steadies amid supply tightness.
🔖 Central Banks & Outlook — 📌 Policy caution: ECB officials and analysts flag limited near-term easing; Czech and other central bankers signal possible cuts later; Malaysia holds rates; global policy outlook hinges on duration of Middle East conflict and incoming data.
📋 Market Takeaway — ✅ Inflation vs growth trade-off: Markets brace for higher yields and tighter financial conditions if geopolitical-driven oil inflation persists; watch US jobs, Eurozone retail, China growth signals, and Russia energy moves for directional cues.
Thursday, Mar 5 2026, 12:05 UTC time
📋 Latest Important Headlines
✅ America — Victoria's Secret (FY2025 results)
🔖 Company performance and tariff impact
📌
✅ Europe (Ireland) — GDP contraction
🔖 Economic growth update
📌
Market implications (brief)
📋 FX & rates
📌 Tariff-driven costs and corporate earnings resilience may support USD vs some currencies; Irish GDP weakness could pressure EUR near-term. Central banks remain data-dependent — adjust positions for risk-on/off flows and rate expectations.
Watchlist
📋 Near-term catalysts
📌 Upcoming earnings, trade/tariff developments, euro area data releases, and multinational profit reporting from Ireland-linked firms.
📋 Latest Important Headlines
✅ America — Victoria's Secret (FY2025 results)
🔖 Company performance and tariff impact
📌
Delivered Adjusted Operating Income of $403M; faced roughly $85M in tariff-related costs. Results signal resilient profitability amid trade/headwind pressures — watch consumer demand, margin trends, and FX exposure for USD-sensitive retail names.✅ Europe (Ireland) — GDP contraction
🔖 Economic growth update
📌
Ireland GDP shrank at fastest pace since 2020. This signals renewed softness in Irish activity — implications for euro area data sequencing, multinational profit flows, and EUR sentiment. Monitor upcoming PMI, tax-receipts, and multinational corporation reporting that can add volatility to regional GDP metrics.Market implications (brief)
📋 FX & rates
📌 Tariff-driven costs and corporate earnings resilience may support USD vs some currencies; Irish GDP weakness could pressure EUR near-term. Central banks remain data-dependent — adjust positions for risk-on/off flows and rate expectations.
Watchlist
📋 Near-term catalysts
📌 Upcoming earnings, trade/tariff developments, euro area data releases, and multinational profit reporting from Ireland-linked firms.
🇨🇭 Global One SI - Prompt
🇺🇸🇻🇪 Trump admin facilitates a large gold order between the U.S. and Venezuela, with up to 1,000 kilograms of #gold to be shipped to the U.S. — Axios According to Axios... Venezuela's state-owned mining company on Monday inked a multimillion-dollar deal to…
💥US IS TAKING VENEZUELA'S GOLD💥
We suspect the rest of Venezuela's 53 metric tons of #gold will be following shortly...
We suspect the rest of Venezuela's 53 metric tons of #gold will be following shortly...
🇨🇭 Global One SI - Prompt
JUST IN: New York Stock Exchange parent company ICE invests in Bitcoin exchange OKX at a $25 BILLION valuation
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