Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
History shows a clear pattern
🚨 Oil Shocks Don’t Peak on Day 1
After major geopolitical shocks, oil prices usually rise gradually for weeks.
Examples:
• Russia–Ukraine invasion
• Arab Spring
• Gulf Wars
• Venezuela supply shocks
The average pattern shows oil typically climbing 20–30% within ~60 days after the shock.
In other words.
Markets often underprice the first phase of supply risk.
The real move tends to happen once physical disruptions start showing up in flows and inventories.
🚨 Oil Shocks Don’t Peak on Day 1
After major geopolitical shocks, oil prices usually rise gradually for weeks.
Examples:
• Russia–Ukraine invasion
• Arab Spring
• Gulf Wars
• Venezuela supply shocks
The average pattern shows oil typically climbing 20–30% within ~60 days after the shock.
In other words.
Markets often underprice the first phase of supply risk.
The real move tends to happen once physical disruptions start showing up in flows and inventories.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 90% of Hormuz crude goes to Asia
Asia don't' have a Plan B for this...
20% of global oil consumption
27% of global seaborne oil #trade
20% of global #LNG trade
All flows through one chokepoint.
When the Strait of Hormuz closed on March 1st, the vessels that normally pass through daily just... stopped.
→ 89% of #HormuzStrait crude is sent to Asia
→ 83% of Hormuz LNG goes to #Asia
→ #China alone receives 37.7% of all Hormuz crude and condensate
Asia doesn't diversify away from Hormuz.
⚠️Asia is Hormuz-dependent.
And when the tankers stop that dependency became a crisis.
Only 7% of US crude imports come through Hormuz.
So, America can afford a Hormuz disruption, Asia cannot.
Asia don't' have a Plan B for this...
20% of global oil consumption
27% of global seaborne oil #trade
20% of global #LNG trade
All flows through one chokepoint.
When the Strait of Hormuz closed on March 1st, the vessels that normally pass through daily just... stopped.
→ 89% of #HormuzStrait crude is sent to Asia
→ 83% of Hormuz LNG goes to #Asia
→ #China alone receives 37.7% of all Hormuz crude and condensate
Asia doesn't diversify away from Hormuz.
⚠️Asia is Hormuz-dependent.
And when the tankers stop that dependency became a crisis.
Only 7% of US crude imports come through Hormuz.
So, America can afford a Hormuz disruption, Asia cannot.
🇨🇭 Global One SI - Prompt
🚨 JUST IN: In a jaw-dropping announcement, Azerbaijan’s military just stated, They are preparing “retaliatory measures” against Iran after Iranian attack drones struck the Azerbaijani city of Nakhchivan. "Retaliatory measures to defend country’s sovereignty…
Of all the stupidest moves the IRGC has made in the past five days, striking Azerbaijan is probably the most dangerous miscalculation.
Azerbaijan has:
1️⃣ Strong leadership under Ilham Aliyev
2️⃣ A modern, battle-hardened military
3️⃣ Recent battlefield success restoring its territorial integrity in just 44 days.
4️⃣ Deep ethnic ties to 30M+ Azerbaijanis living in Iran
These attacks risk creating a casus belli, giving Baku grounds to act in defense of its territory and potentially across the border to protect ethnically allied Azerbaijani populations in Iran. This is probably once in a millennia opportunity for a Whole Azerbaijan!
Azerbaijan has:
1️⃣ Strong leadership under Ilham Aliyev
2️⃣ A modern, battle-hardened military
3️⃣ Recent battlefield success restoring its territorial integrity in just 44 days.
4️⃣ Deep ethnic ties to 30M+ Azerbaijanis living in Iran
These attacks risk creating a casus belli, giving Baku grounds to act in defense of its territory and potentially across the border to protect ethnically allied Azerbaijani populations in Iran. This is probably once in a millennia opportunity for a Whole Azerbaijan!
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🇨🇭 Global One SI - Prompt
Trump administration contacted Kurdish leaders in Iran and Iraq, suggesting possible U.S. air support if Kurdish groups attempt to gain control in western Iran. Source: The Washington Post
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Kurdish forces - Peshmerga
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🇨🇭 Global One SI - Prompt
Of all the stupidest moves the IRGC has made in the past five days, striking Azerbaijan is probably the most dangerous miscalculation. Azerbaijan has: 1️⃣ Strong leadership under Ilham Aliyev 2️⃣ A modern, battle-hardened military 3️⃣ Recent battlefield…
🚨 BREAKING: Azerbaijan’s Armed Forces have been placed on the highest level of mobilization.
All units — including the Defense Ministry, Border Service, and Special Forces — have been ordered to stand ready for any operation.
All units — including the Defense Ministry, Border Service, and Special Forces — have been ordered to stand ready for any operation.
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🇨🇭 Global One SI - Prompt
Best buys in the market right now- 1. $ONDS at $10.5 2. $AXTI at $40 3. $OSS at $8.5 4. $IREN at $40 5. $TE at $7 6. $NBIS at $100 7. $CIFR at $16 8. $AMPX at $13 9. $IONQ at $37 Don't miss this opportunities. Next bull run will be massive!
$IREN management is targeting a stock price of $1,850.
Not analysts. Not Reddit. Not X.
Management.
Let’s talk about what everyone is completely sleeping on.
$IREN executive options don’t vest on time.
They vest on PRICE.
Here’s the structure:
• $370 → 600,000 options vest
• $650 → another 600,000 vest
• $925 → another 600,000 vest
• $1,850 → last 600,000 vest
These aren’t fantasy numbers written by Reddit degenerates.
These are the price targets management wrote for THEMSELVES at IPO.
Read that again and think about what that means:
The people running $IREN, who know every contract, every power deal, every hyperscaler conversation happening behind closed doors, structured their own compensation around a stock price of $370, $650, $925, and $1,850.
They didn’t set these targets to never hit them.
They set them because they built a roadmap to get there.
At $40 today, the market is pricing $IREN like a mid-tier data center operator.
Management is pricing it like the backbone of the entire AI buildout.
One of these two groups has access to information the other doesn’t.
Act accordingly.
Not analysts. Not Reddit. Not X.
Management.
Let’s talk about what everyone is completely sleeping on.
$IREN executive options don’t vest on time.
They vest on PRICE.
Here’s the structure:
• $370 → 600,000 options vest
• $650 → another 600,000 vest
• $925 → another 600,000 vest
• $1,850 → last 600,000 vest
These aren’t fantasy numbers written by Reddit degenerates.
These are the price targets management wrote for THEMSELVES at IPO.
Read that again and think about what that means:
The people running $IREN, who know every contract, every power deal, every hyperscaler conversation happening behind closed doors, structured their own compensation around a stock price of $370, $650, $925, and $1,850.
They didn’t set these targets to never hit them.
They set them because they built a roadmap to get there.
At $40 today, the market is pricing $IREN like a mid-tier data center operator.
Management is pricing it like the backbone of the entire AI buildout.
One of these two groups has access to information the other doesn’t.
Act accordingly.
✍1
🇨🇭 Global One SI - Prompt
❗️🇮🇷🇺🇸 According to the Washington Post, the Pentagon used Anthropic’s Claude AI integrated with Palantir’s Maven targeting system to help identify nearly 1,000 targets during the February 28 U.S. and Israeli attacks on Iran, underscoring the growing role…
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$PLTR Palantir CEO Alex Karp on AI for warfare:
“There’s not a single case where an operation worked— meaning it was lethal, the adversary was decimated, and there was a minimum of innocent lives lost— that did not involve a software.”
“And we’re in every single one of those fights.”
“There’s not a single case where an operation worked— meaning it was lethal, the adversary was decimated, and there was a minimum of innocent lives lost— that did not involve a software.”
“And we’re in every single one of those fights.”
BREAKING: 3,000 Precision Weapons in 36 Hours. The Iran War Is About to Trigger a Massive Critical Minerals Demand Shock $MP $UAMY $USAR $UUUU $NB $AREC
The first 36 hours of the U.S.-Israeli campaign against Iran consumed more than 3,000 precision-guided munitions and interceptors, exposing a critical vulnerability in the supply chain. Much is unknown about the future of the war and its wider implications, but one thing is clear: the need to replenish munition stockpiles.
Utilizing a proprietary Payne Institute open-source ledger and data-scraper tool that breaks out minerals and materials from demand scenarios, our team—drawing from the technical expertise across the Colorado School of Mines—conservatively identified the number of Iranian missile launches and drone attacks across the Middle East during the first 36 hours of the conflict.
Beyond the sheer volume of munitions, the loss of high-value assets introduces another layer of complexity. The destruction of two advanced U.S. radars, the AN/FPS-132 in Qatar and the AN/TPS-59 in Bahrain, highlights a problem where the total weight of the "mineral bill" is less of a concern than the extreme fragility of the supply chain and the extensive timelines for replacement.
Per our analysis, for the AN/FPS-132, it will take five to eight years for Raytheon to build a new radar at a cost of $1.1 billion. Meanwhile, Lockheed Martin will require at least 12 to 24 months and an estimated $50 million to $75 million to replace the AN/TPS-59, based on the original Bahrain Foreign Military Sales contract adjusted for inflation. The biggest issue for the defense industrial base will be sourcing the 77.3 kilograms of gallium needed for both systems, a material for which China controls 98 percent of the global supply. This is not to mention the 30,610 kilograms of copper that will also be needed, a commodity facing surging demand from the technology sector.
The first 36 hours of the U.S.-Israeli campaign against Iran consumed more than 3,000 precision-guided munitions and interceptors, exposing a critical vulnerability in the supply chain. Much is unknown about the future of the war and its wider implications, but one thing is clear: the need to replenish munition stockpiles.
Utilizing a proprietary Payne Institute open-source ledger and data-scraper tool that breaks out minerals and materials from demand scenarios, our team—drawing from the technical expertise across the Colorado School of Mines—conservatively identified the number of Iranian missile launches and drone attacks across the Middle East during the first 36 hours of the conflict.
Beyond the sheer volume of munitions, the loss of high-value assets introduces another layer of complexity. The destruction of two advanced U.S. radars, the AN/FPS-132 in Qatar and the AN/TPS-59 in Bahrain, highlights a problem where the total weight of the "mineral bill" is less of a concern than the extreme fragility of the supply chain and the extensive timelines for replacement.
Per our analysis, for the AN/FPS-132, it will take five to eight years for Raytheon to build a new radar at a cost of $1.1 billion. Meanwhile, Lockheed Martin will require at least 12 to 24 months and an estimated $50 million to $75 million to replace the AN/TPS-59, based on the original Bahrain Foreign Military Sales contract adjusted for inflation. The biggest issue for the defense industrial base will be sourcing the 77.3 kilograms of gallium needed for both systems, a material for which China controls 98 percent of the global supply. This is not to mention the 30,610 kilograms of copper that will also be needed, a commodity facing surging demand from the technology sector.
🇨🇭 Global One SI - Prompt
$RDW: Redwire delivered 4 ROSA wings for Blue Origin' Blue Ring pathfinder mission in January 2025. On the Q4 call last week, management emphasized that the shift from development programs [like Blue Ring Pathfinder] to production will be the primary driver…
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"Blue Ring is mission-ready to support NASA’s Mars Telecommunications Network program."
Did you notice the ROSA wings on it?
Did you notice the ROSA wings on it?
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🚨 BREAKING: President Trump announces "CUBA'S going to fall, too!" amid Venezuela and Iran operations
“They need help. We are talking to Cuba,” Trump told POLITICO
Trump previously confirmed Sec. MARCO RUBIO is dealing with Cuba at a "very high level" and there could be a "friendly takeover"
TRUMP DOCTRINE IN FULL SWING 🔥
“They need help. We are talking to Cuba,” Trump told POLITICO
Trump previously confirmed Sec. MARCO RUBIO is dealing with Cuba at a "very high level" and there could be a "friendly takeover"
TRUMP DOCTRINE IN FULL SWING 🔥
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🚨 JUST IN: Iranian foreign minister just announced the regime is ready for a US GROUND INVASION
"We are waiting for them!" *Smirks*
"Yes! We can then confront them. That would be a big disaster for them."
They are run by PSYCHOPATHS. The regime is GOING DOWN!
"We are waiting for them!" *Smirks*
"Yes! We can then confront them. That would be a big disaster for them."
They are run by PSYCHOPATHS. The regime is GOING DOWN!
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 JUST IN: President Trump gives massive praise to Venezuelan President Delcy Rodríguez, says oil is starting to FLOW
Trump SOLVED Venezuela! 🇺🇸🇻🇪
"She is working with U.S. Representatives very well. The Oil is beginning to flow, and the professionalism and dedication between both Countries is a very nice thing to see!"
Trump SOLVED Venezuela! 🇺🇸🇻🇪
"She is working with U.S. Representatives very well. The Oil is beginning to flow, and the professionalism and dedication between both Countries is a very nice thing to see!"
🇨🇭 Global One SI - Prompt
🚨 BREAKING: Azerbaijan’s Armed Forces have been placed on the highest level of mobilization. All units — including the Defense Ministry, Border Service, and Special Forces — have been ordered to stand ready for any operation.
🇮🇷🇦🇿 BREAKING: Azerbaijan begins amassing troops along the border with Iran.
The Azerbaijani military has cancelled most leaves for soldiers in its Armed Forces. The military has been placed on maximum alert.
The Azerbaijani military has cancelled most leaves for soldiers in its Armed Forces. The military has been placed on maximum alert.
🇨🇭 Global One SI - Prompt
Photo
Iranian militias are getting text messages straight to their phones 📱
"Your weapons are worthless against our airstrikes.
You're dying in a fight you already lost.
Your commanders sold you out.
They're hiding in luxury, pocketing the cash they stole, while you and your families get nothing but graves."
"Your weapons are worthless against our airstrikes.
You're dying in a fight you already lost.
Your commanders sold you out.
They're hiding in luxury, pocketing the cash they stole, while you and your families get nothing but graves."
🇨🇭 Global One SI - Prompt
Iranian militias are getting text messages straight to their phones 📱 "Your weapons are worthless against our airstrikes. You're dying in a fight you already lost. Your commanders sold you out. They're hiding in luxury, pocketing the cash they stole…
Psychological warfare is a beautiful thing.
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