Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Asia's refineries are built for Gulf crude
That's exactly what's disappearing from Hormuz right now
You can't just swap in US Light Sweet.
It doesn't run the same way.
Why there's no easy substitute:
→ #Russia: Already maxed out, can't scale further
→ US Light Sweet: Wrong grade for Asian refineries
→ #Venezuela Heavy: Extra-heavy, rarely goes to Asia
→ #Canada Heavy: 96% to US, not exported to Asia
The reality is that Asia doesn't just need oil.
Asia needs Medium and Heavy Sour crude from the Gulf.
And right now:
→ The Strait is 80% closed
→ Refineries are burning
→ Producers are declaring force majeure
→ Tankers won't enter the Gulf
You can't replace it barrel for barrel because refineries are built for specific grades.
When those grades disappear, the system breaks.
#oott
That's exactly what's disappearing from Hormuz right now
You can't just swap in US Light Sweet.
It doesn't run the same way.
Why there's no easy substitute:
→ #Russia: Already maxed out, can't scale further
→ US Light Sweet: Wrong grade for Asian refineries
→ #Venezuela Heavy: Extra-heavy, rarely goes to Asia
→ #Canada Heavy: 96% to US, not exported to Asia
The reality is that Asia doesn't just need oil.
Asia needs Medium and Heavy Sour crude from the Gulf.
And right now:
→ The Strait is 80% closed
→ Refineries are burning
→ Producers are declaring force majeure
→ Tankers won't enter the Gulf
You can't replace it barrel for barrel because refineries are built for specific grades.
When those grades disappear, the system breaks.
#oott
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️ Oil Rally Could Boost Argentina’s Shale Industry
$VIST Vista Energy’s CEO says the oil rally could significantly accelerate Argentina’s shale sector, particularly Vaca Muerta.
$VIST Vista Energy’s CEO says the oil rally could significantly accelerate Argentina’s shale sector, particularly Vaca Muerta.
🇨🇭 Global One SI - Prompt
"Conspiracy theory" time 👇 Phase 1: Russia Phase 2: Middle East Phase 3: China Phase 1: Tie up Russia in the north so they're unable to support their allies in the Middle East Phase 2: Pivot away from Russia leaving Europe to hold the bag. Provide strategic…
Media is too big
VIEW IN TELEGRAM
Ever heard of the 1953 CIA Operation Ajax, to give Mohammad Reza Pahlavi broad authoritarian powers in Iran.
It was initiated to protect British oil interests after Mosaddegh nationalized Iran's oil industry & kicked out foreign influence.
The US is doing the same thing again.
It was initiated to protect British oil interests after Mosaddegh nationalized Iran's oil industry & kicked out foreign influence.
The US is doing the same thing again.
This media is not supported in your browser
VIEW IN TELEGRAM
🚨 BREAKING: Treasury Sec. Scott Bessent reveals that the Navy — and potentially other countries — will ESCORT vessels through the Strait of Hormuz as soon as possible
Bessent says they’ve been planning this for MONTHS.
Trump’s team has a plan! 🇺🇸
Bessent says they’ve been planning this for MONTHS.
Trump’s team has a plan! 🇺🇸
🇨🇭 Global One SI - Prompt
$LEU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Evercore ISI reiterates an Outperform on Centrus Energy $LEU with a $390 price target.
The firm highlights $300M in savings from the Palantir $PLTR AI tie up, noting that faster capacity deployment uniquely positions Centrus in a tightening global SWU market.
The firm highlights $300M in savings from the Palantir $PLTR AI tie up, noting that faster capacity deployment uniquely positions Centrus in a tightening global SWU market.
🇨🇭 Global One SI - Prompt
Ahead of Schedule Day 12 of operations against Iran. - Over 5,500 targets hit. - Sixty-plus vessels sunk or destroyed. - All four Soleimani-class warships gone. - Ballistic missile capability down 90%. - Air superiority locked. And then yesterday they…
The ballistic missile number is the one to watch. That doesn't come back.
✍1
🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Mizuho reiterates an Outperform on Micron $MU with a $480 price target ahead of March 18 earnings.
Driven by AI demand and tightening supply, analysts expect double digit ASP growth in DRAM and NAND to fuel a potential beat for the May quarter.
Driven by AI demand and tightening supply, analysts expect double digit ASP growth in DRAM and NAND to fuel a potential beat for the May quarter.
🇨🇭 Global One SI - Prompt
Conspiracy theory: Israel's current closure of Al-Aqsa Mosque is preparation for its destruction. Ramadan ends on Mar 19. Trump is visiting Xi in China from Mar 31-Apr 2. Mosque destruction & retaliatory cyber attack from "Iran", deploying National Guard.
Trump is visiting Xi in China March 31-Apr 2.
He wants to go into those meetings with the war paused so he can negotiate.
He wants to go into those meetings with the war paused so he can negotiate.
✍1
🇨🇭 Global One SI - Prompt
Pete Hegseth questioned about a leaked report outlining plans for National Guard deployment nation wide before April 2026
Media is too big
VIEW IN TELEGRAM
How America is drawn into a conflict with Iran that allows Israel to become a global superpower.
Civil unrest, chaos.
Rabbi Isser Zalman Weisberg's drastic shift to a Jerusalem-centered world order by October 2027. Series of Events:
1. Political Realignment in the U.S. (2025-2026):
Donald Trump, as the "anointed non-Jewish messiah" akin to Cyrus, assumes office and enacts ultra-pro-Israel policies, including full recognition of Israeli sovereignty over the Temple Mount. This could involve U.S. military or diplomatic support to neutralize regional threats (e.g., Iran, as hinted in some prophecies). Domestically, symbolic events like the July 2024 assassination attempt are framed as divine signs of his servitude to Israel. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles.
2. Middle East Conflicts and Resolutions (Mid-2026):
Escalating wars (possibly Gog and Magog from Ezekiel) lead to Israel's decisive victories, clearing obstacles on the Temple Mount (e.g., dismantling Al-Aqsa Mosque via conflict or negotiation). Trump facilitates "peace deals" that enable Third Temple construction, fulfilling his role in "redeeming sins" and assisting the Jewish people. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles.
3. Global Crises and Awakening (Late 2026):
Economic collapses, natural disasters, or pandemics (echoing end-times plagues) erode trust in secular institutions like the UN, prompting a "spiritual awakening." Nations recognize America's "true greatness" lies in serving Israel, leading the U.S. to submit first under Trump. This mirrors Daniel's visions of falling kingdoms.
4. Temple Rebuilding and Messiah's Arrival (Early 2027):
Rapid construction of the Third Temple on the Mount, with Trump providing aid (e.g., resources or protection). The true Jewish Messiah (Moshiach ben David) reveals himself, assuming leadership in Jerusalem.
5. New World Order Establishment (By October 2027):
Dissolution of the current UN; formation of a new alliance in Jerusalem under the Messiah. All nations submit, establishing a "Jewish kingdom over mankind," with universal recognition of Torah laws and Jerusalem as the global center.
Civil unrest, chaos.
Rabbi Isser Zalman Weisberg's drastic shift to a Jerusalem-centered world order by October 2027. Series of Events:
1. Political Realignment in the U.S. (2025-2026):
Donald Trump, as the "anointed non-Jewish messiah" akin to Cyrus, assumes office and enacts ultra-pro-Israel policies, including full recognition of Israeli sovereignty over the Temple Mount. This could involve U.S. military or diplomatic support to neutralize regional threats (e.g., Iran, as hinted in some prophecies). Domestically, symbolic events like the July 2024 assassination attempt are framed as divine signs of his servitude to Israel. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles.
2. Middle East Conflicts and Resolutions (Mid-2026):
Escalating wars (possibly Gog and Magog from Ezekiel) lead to Israel's decisive victories, clearing obstacles on the Temple Mount (e.g., dismantling Al-Aqsa Mosque via conflict or negotiation). Trump facilitates "peace deals" that enable Third Temple construction, fulfilling his role in "redeeming sins" and assisting the Jewish people. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles.
3. Global Crises and Awakening (Late 2026):
Economic collapses, natural disasters, or pandemics (echoing end-times plagues) erode trust in secular institutions like the UN, prompting a "spiritual awakening." Nations recognize America's "true greatness" lies in serving Israel, leading the U.S. to submit first under Trump. This mirrors Daniel's visions of falling kingdoms.
4. Temple Rebuilding and Messiah's Arrival (Early 2027):
Rapid construction of the Third Temple on the Mount, with Trump providing aid (e.g., resources or protection). The true Jewish Messiah (Moshiach ben David) reveals himself, assuming leadership in Jerusalem.
5. New World Order Establishment (By October 2027):
Dissolution of the current UN; formation of a new alliance in Jerusalem under the Messiah. All nations submit, establishing a "Jewish kingdom over mankind," with universal recognition of Torah laws and Jerusalem as the global center.
✍1
🇨🇭 Global One SI - Prompt
How America is drawn into a conflict with Iran that allows Israel to become a global superpower. Civil unrest, chaos. Rabbi Isser Zalman Weisberg's drastic shift to a Jerusalem-centered world order by October 2027. Series of Events: 1. Political Realignment…
This media is not supported in your browser
VIEW IN TELEGRAM
"When we become and regional superpower, and in many respects a global superpower."
Israel is just saying the quiet part out loud now aren't they?
Israel is just saying the quiet part out loud now aren't they?
✍1
🇨🇭 Global One SI - Prompt
Video
Trump can't lose this war. If the propaganda isn't enough to get the Iranians to topple their own government, then boots on the ground are next.
Either way, soldiers will end up in Iran.
For now markets will assume this is a quick period of strikes, but if it escalates into a regional war that's when they'll panic.
For now it's "two weeks to flatten the curve."
Remember, this is the ultimate goal here. So much so, that Israeli soldiers are required to wear it on their uniforms.
Either way, soldiers will end up in Iran.
For now markets will assume this is a quick period of strikes, but if it escalates into a regional war that's when they'll panic.
For now it's "two weeks to flatten the curve."
Remember, this is the ultimate goal here. So much so, that Israeli soldiers are required to wear it on their uniforms.
👀1