EV battery capacity deployment surpassed 1 TWh in 2025 โ nearly 4ร the volume installed in 2021.
The raw-material bill for #lithium, #graphite, #nickel, #cobalt and #manganese reached $15.6B.
But a closer look shows wide differences in how automakers spend on metals:
๐ BYD: ~$366 in metals per BEV
๐ GM: ~$1,664 in metals per EV
Battery chemistry and vehicle mix drive these differences across the Top 20
The raw-material bill for #lithium, #graphite, #nickel, #cobalt and #manganese reached $15.6B.
But a closer look shows wide differences in how automakers spend on metals:
๐ BYD: ~$366 in metals per BEV
๐ GM: ~$1,664 in metals per EV
Battery chemistry and vehicle mix drive these differences across the Top 20
๐จ๐ญ Global One SI - Prompt
๐จ๐บ๐ธ Trump telling South American leaders directly: 'We'll put a missile through the cartel boss's living room if you want.'
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๐จBREAKING: American Government Drops a Bombshell on Cartels by Declaring War on Cartels with Deadly Warning โ โWe Will Hunt You Down and Kรฌll Youโ
Pete Hegseth Declares, "We will find you. We will map your networks. We will hunt you down, and we will kรฌll you."
Pete Hegseth Declares, "We will find you. We will map your networks. We will hunt you down, and we will kรฌll you."
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Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐บ๐ธ Trump on Russia๐ท๐บ
Signals Oil Sanctions Relief + Hormuz Escort Plan
Trump says the US is temporarily waiving some oil related sanctions to help bring prices down.
That could allow additional barrels, including Russian crude already at sea, to reach the market.
He also added a second signal to traders:
If needed, the US Navy and allied forces will escort tankers through the Strait of Hormuz.
The message from Washington:
โข Add supply where possible
โข Keep the Hormuz artery open
โข Prevent oil prices from spiraling higher
#oott #Russia
Signals Oil Sanctions Relief + Hormuz Escort Plan
Trump says the US is temporarily waiving some oil related sanctions to help bring prices down.
That could allow additional barrels, including Russian crude already at sea, to reach the market.
He also added a second signal to traders:
If needed, the US Navy and allied forces will escort tankers through the Strait of Hormuz.
The message from Washington:
โข Add supply where possible
โข Keep the Hormuz artery open
โข Prevent oil prices from spiraling higher
#oott #Russia
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ Trump Offers US Naval Escorts For Tankers In Hormuz
๐บ๐ธ is moving to stabilize oil markets
After the latest disruptions in the Gulf, President Trump said the United States will take several steps to keep energy flowing through the Strait of Hormuz, where roughly 20% of global oil supply normally transits.
๐ข What #Trump Announced
The administration is preparing multiple measures to keep tankers moving:
โข Political risk insurance for vessels operating in the Gulf
โข Temporary waivers on some oil-related sanctions to increase supply
โข Possible US Navy escorts for tankers crossing the Strait of Hormuz
Trump said the objective is clear:
โก๏ธ End attacks on commercial shipping
โก๏ธ Keep oil markets supplied
โก๏ธ Lower fuel prices for American consumers
Washingtonโs message now is that shipping lanes will remain open, even if military escorts become necessary.
#oott #Iran
๐บ๐ธ is moving to stabilize oil markets
After the latest disruptions in the Gulf, President Trump said the United States will take several steps to keep energy flowing through the Strait of Hormuz, where roughly 20% of global oil supply normally transits.
๐ข What #Trump Announced
The administration is preparing multiple measures to keep tankers moving:
โข Political risk insurance for vessels operating in the Gulf
โข Temporary waivers on some oil-related sanctions to increase supply
โข Possible US Navy escorts for tankers crossing the Strait of Hormuz
Trump said the objective is clear:
โก๏ธ End attacks on commercial shipping
โก๏ธ Keep oil markets supplied
โก๏ธ Lower fuel prices for American consumers
Washingtonโs message now is that shipping lanes will remain open, even if military escorts become necessary.
#oott #Iran
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐บ๐ธ Trump on Oil Prices
Trump says the spike in oil was expected:
โI knew oil prices would go up if I did this. And theyโve gone up probably less than I thought they would.โ
Translation for markets:
๐ข๏ธ The White House expected a war premium in oil
๐ But believes the spike should remain contained
Was this the peak, or just the first move?
#Trump #oott
Trump says the spike in oil was expected:
โI knew oil prices would go up if I did this. And theyโve gone up probably less than I thought they would.โ
Translation for markets:
๐ข๏ธ The White House expected a war premium in oil
๐ But believes the spike should remain contained
Was this the peak, or just the first move?
#Trump #oott
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐บ๐ธ Trump on Oil and the US Position
Trump says the oil shock hits other countries far harder than the United States.
โThe United States isnโt really affected. We have so much oil. Tremendous oil and gas, much more than we need.โ
The message to markets:
โข The US sees itself as energy secure
โข Price spikes are viewed as more damaging for import-dependent economies
โข Washington believes domestic supply cushions the shock
#oott #Trump
Trump says the oil shock hits other countries far harder than the United States.
โThe United States isnโt really affected. We have so much oil. Tremendous oil and gas, much more than we need.โ
The message to markets:
โข The US sees itself as energy secure
โข Price spikes are viewed as more damaging for import-dependent economies
โข Washington believes domestic supply cushions the shock
#oott #Trump
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จPutin Orders Review of Halting Energy Supplies to Europe
Russiaโs president has reportedly instructed the government to examine the possibility of stopping all energy exports to Europe.
If implemented, the move would affect:
โข Natural gas flows
โข Oil and refined products
โข Other energy commodities
For Europe this would be significant.
Even after years of diversification, parts of the continent still rely on Russian energy flows and global replacements tied to them.
Markets would likely react through:
โ ๏ธ Higher European gas prices (TTF)
โ ๏ธ Increased competition for LNG cargoes
โ ๏ธ Renewed volatility in global energy markets
#Energy is once again a geopolitical weapon.
#oott #LNG #Putin #Russia
Russiaโs president has reportedly instructed the government to examine the possibility of stopping all energy exports to Europe.
If implemented, the move would affect:
โข Natural gas flows
โข Oil and refined products
โข Other energy commodities
For Europe this would be significant.
Even after years of diversification, parts of the continent still rely on Russian energy flows and global replacements tied to them.
Markets would likely react through:
โ ๏ธ Higher European gas prices (TTF)
โ ๏ธ Increased competition for LNG cargoes
โ ๏ธ Renewed volatility in global energy markets
#Energy is once again a geopolitical weapon.
#oott #LNG #Putin #Russia
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จ One of the Wildest Days in OIL Market History
The last 24 hours in April 2026 WTI futures may be the most volatile session in 40+ years of crude trading.
๐ What happened:
โข $35 trading range
โข +30% spike on the Sunday night open
โข โ30% collapse during the following session
A full round trip shock in less than 24 hours.
This wasnโt normal volatility.
It was the market rapidly pricing war riskโฆ and then policy intervention.
#oott
The last 24 hours in April 2026 WTI futures may be the most volatile session in 40+ years of crude trading.
๐ What happened:
โข $35 trading range
โข +30% spike on the Sunday night open
โข โ30% collapse during the following session
A full round trip shock in less than 24 hours.
This wasnโt normal volatility.
It was the market rapidly pricing war riskโฆ and then policy intervention.
#oott
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐บ๐ธ๐ฎ๐ท๐จ๐ณ Trump threatens to hit Iran "TWENTY TIMES HARDER" if they disrupt oil in the Strait of Hormuz, then calls the entire operation "a gift from the United States to China."
Keeping the Strait open was always the real objective.
And now he's leveraging it as a bargaining chip with Beijing.
Keeping the Strait open was always the real objective.
And now he's leveraging it as a bargaining chip with Beijing.
๐จ๐ญ Global One SI - Prompt
#SILVER #XAG/USD H2 #Indicator #Signal #Trading #GlobalOneAI Silver volatility can move fast. Leverage magnifies it. Trade commodities with up to 250x leverage โก๏ธ gains.trade/trading#XAG-USD
#SILVER #XAG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Silver volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage โก๏ธ gains.trade/trading#XAG-USD
Silver volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage โก๏ธ gains.trade/trading#XAG-USD
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
In a massive development, tankers are now lining up to traverse the Straight of Hormuz with their transponders flipped off.
The IRGC's Hormuz shut-down has effectively come to an end in less than two weeks.
The IRGC's Hormuz shut-down has effectively come to an end in less than two weeks.
๐จ๐ญ Global One SI - Prompt
Iran just created a monarchy to replace the republic that replaced the monarchy. Mojtaba Khamenei. The son. Named Supreme Leader yesterday while US-Israeli strikes were still hitting Tehran. The IRGC pressured the Assembly of Experts into this pick underโฆ
A revolution that ends with the founder's son in charge is not a revolution.
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