Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
$DHT $NAT $TNK $ASC $STNG | QatarEnergy offers 10 LNG tankers for lease as its 77Mtpa production remains halted due to regional conflict.
With force majeure declared and global freight rates hitting record $264,000 per day, Qatar is pivoting to ship leasing to offset losses.
With force majeure declared and global freight rates hitting record $264,000 per day, Qatar is pivoting to ship leasing to offset losses.
$RKLB / $RDW / $ASTI
We are at an inflection point for space-based solar power.
Demand for power in orbit is accelerating, driven by next-gen infrastructures (orbital data centers and commercial space stations) and mega-constellations (1000+ sats).
If you pay attention, you'll notice there's a race to maximize Power while minimizing Cost-per-Watt.
We are no longer only looking for the "best" cell, but the most manufacturable system that can support power hungry space applications of the future.
We are at an inflection point for space-based solar power.
Demand for power in orbit is accelerating, driven by next-gen infrastructures (orbital data centers and commercial space stations) and mega-constellations (1000+ sats).
If you pay attention, you'll notice there's a race to maximize Power while minimizing Cost-per-Watt.
We are no longer only looking for the "best" cell, but the most manufacturable system that can support power hungry space applications of the future.
$CPSH Advanced Materials Powering the Future ๐ฅ
CPS Technologies leads in AlSiC metal matrix composites, unmatched thermal conductivity, perfect CTE match, lightweight strength, extreme reliability.
Powering:
EVs, high-speed rail, wind/5G/smart grids, nuclear shielding, defense armor, Mars rovers/ISS/GPS satellites.
Momentum:
โข $15.5M major semiconductor contract
โข Record 2025 revenues โ strongest year ever
โข Short interest crashed 77% โ bullish signal
40+ years solving critical challenges in electrification, defense & space. Real tech, real traction ๐
CPS Technologies leads in AlSiC metal matrix composites, unmatched thermal conductivity, perfect CTE match, lightweight strength, extreme reliability.
Powering:
EVs, high-speed rail, wind/5G/smart grids, nuclear shielding, defense armor, Mars rovers/ISS/GPS satellites.
Momentum:
โข $15.5M major semiconductor contract
โข Record 2025 revenues โ strongest year ever
โข Short interest crashed 77% โ bullish signal
40+ years solving critical challenges in electrification, defense & space. Real tech, real traction ๐
You only NEED two LASER stocks ๐ฅ
$LASR - nLight
Is particularly known for its innovative high-power fiber lasers with dynamic beam shaping technology, enabling unmatched precision, speed, and efficiency in advanced manufacturing and directed energy defense applications.
$EOPSF - Electro Optic Systems
Stands out for its world-leading precision remote weapon systems, high-energy laser weapons, and counter-drone solutions, delivering exceptional accuracy and on-the-move firepower in modern defense and space domains.
$LASR - nLight
Is particularly known for its innovative high-power fiber lasers with dynamic beam shaping technology, enabling unmatched precision, speed, and efficiency in advanced manufacturing and directed energy defense applications.
$EOPSF - Electro Optic Systems
Stands out for its world-leading precision remote weapon systems, high-energy laser weapons, and counter-drone solutions, delivering exceptional accuracy and on-the-move firepower in modern defense and space domains.
Donald Trump says defense companies are expected to quadruple their quantity
Here's 5 under the radar stocks that may benefit:
$KTOS โ Kratos Defense: Builds military drones and hypersonic targets
$BWXT โ BWX Technologies: Only company that makes nuclear reactors for Navy submarines
$MRCY โ Mercury Systems: Builds the electronics inside missiles and radar systems
$DRS โ Leonardo DRS: Makes sensors and infrared tech for tanks and aircraft
$CACI โ CACI International: Provides cyber and intelligence tech to the Pentagon
Here's 5 under the radar stocks that may benefit:
$KTOS โ Kratos Defense: Builds military drones and hypersonic targets
$BWXT โ BWX Technologies: Only company that makes nuclear reactors for Navy submarines
$MRCY โ Mercury Systems: Builds the electronics inside missiles and radar systems
$DRS โ Leonardo DRS: Makes sensors and infrared tech for tanks and aircraft
$CACI โ CACI International: Provides cyber and intelligence tech to the Pentagon
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๐จ HOLY CRAP. Sec. Scott Bessent just said that tonight will be the US military's LARGEST strikes yet against Iran
"Tonight will be our BIGGEST BOMBING campaign, we'll do the MOST damage to the Iranian missile launchers, the factories that build the missiles." ๐ฅ
"We are substantially degrading them!"
"Our campaign has been overwhelming."
"Not succeeding there, [Iran] is trying to create economic chaos. I don't think they're gonna be able to do it!"
"A lot of networks wanna speak to the contrary, but we've CONSIDERED all this. It's in the calculus. We are proceeding as planned."
Victory is inevitable.
"Tonight will be our BIGGEST BOMBING campaign, we'll do the MOST damage to the Iranian missile launchers, the factories that build the missiles." ๐ฅ
"We are substantially degrading them!"
"Our campaign has been overwhelming."
"Not succeeding there, [Iran] is trying to create economic chaos. I don't think they're gonna be able to do it!"
"A lot of networks wanna speak to the contrary, but we've CONSIDERED all this. It's in the calculus. We are proceeding as planned."
Victory is inevitable.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ JUST IN: Karoline Leavitt says eliminating the Iranian terrorist regime will HELP oil prices in the long-term
"To obliterate the Iranian regime will be a VERY good thing for the energy and oil markets and for oil prices across the globe in the long term when you no longer have a terrorist regime that is restricting the free flow of energy through the Strait of Hormuz and to the rest of the world."
Trump has a plan and it WILL WORK ๐บ๐ธ
"To obliterate the Iranian regime will be a VERY good thing for the energy and oil markets and for oil prices across the globe in the long term when you no longer have a terrorist regime that is restricting the free flow of energy through the Strait of Hormuz and to the rest of the world."
Trump has a plan and it WILL WORK ๐บ๐ธ
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
Here's the long-term price chart of WTI Crude Oil.
Notice how there was an oil spike in 2019 during the REPO bank crisis right before they locked us down.
Notice how there was an oil spike in 2019 during the REPO bank crisis right before they locked us down.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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US Oil surged to $91 as Qatar's energy minister warns oil prices could rise to $150 within two weeks.
Back in July 2008, oil skyrocketed to $147 a barrel which completely shutdown the U.S. economy. This helped trigger the stock market crash 60 days later.
Back in July 2008, oil skyrocketed to $147 a barrel which completely shutdown the U.S. economy. This helped trigger the stock market crash 60 days later.
๐จ๐ญ Global One SI - Prompt
Tungsten soared 16.22% WoW at Rotterdam to $2150/MTU! Western price have matched China mainland price again ๐ช
15 straight months of #tungsten APT price increases.
๐จ The Global Economy in 2026 (PPP)
The world economy is now about $219T when measured by purchasing power parity.
And the balance of power is shifting.
Top economies:
โข ๐จ๐ณ #China: $43.5T
โข ๐บ๐ธ United States: $31.8T
โข ๐ฎ๐ณ #India: $19.1T
โข ๐ฏ๐ต #Japan: $6.9T
โข ๐ฉ๐ช #Germany: $6.3T
The center of gravity of the global #economy is moving east.
The world economy is now about $219T when measured by purchasing power parity.
And the balance of power is shifting.
Top economies:
โข ๐จ๐ณ #China: $43.5T
โข ๐บ๐ธ United States: $31.8T
โข ๐ฎ๐ณ #India: $19.1T
โข ๐ฏ๐ต #Japan: $6.9T
โข ๐ฉ๐ช #Germany: $6.3T
The center of gravity of the global #economy is moving east.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐บ๐ธ US Allows India to Take Russian Oil Already at Sea๐ข๏ธ
Treasury Secretary Scott Bessent says global oil supply remains adequate thanks to US energy dominance.
To ease the current supply disruption, Washington is allowing India to temporarily accept Russian oil cargoes already stranded at sea.
โ ๏ธ This is strictly short term
โ ๏ธ Only applies to cargoes already on the water
The goal is to stabilize global oil supply without materially boosting Russian revenues.
#oott #Russia
Treasury Secretary Scott Bessent says global oil supply remains adequate thanks to US energy dominance.
To ease the current supply disruption, Washington is allowing India to temporarily accept Russian oil cargoes already stranded at sea.
โ ๏ธ This is strictly short term
โ ๏ธ Only applies to cargoes already on the water
The goal is to stabilize global oil supply without materially boosting Russian revenues.
#oott #Russia