The Regime Is Collapsing From the Inside
Ali Mohsen Al-Alaq, Iraq's CBI governor spent all of yesterday on television. Shabbat News. Channel 9. Press conferences. A full media campaign with one message.
No rate change. Not after Eid. Not after the government forms. Never said it. Rumors. Speculation.
Then he said he'd use the reserves instead.
$95 billion in reserves. The foundation of the dinar's stability. And this man wants to drain them rather than do what every economist, every study, every three-letter agency has been telling him for months.
The last time an Iraqi leader dug in like this, it was Maliki. Parliament removed him after 17 years. Surgically. With American hands on the scalpel.
Pay attention to WHY Al-Alaq is panicking.
Yesterday in Tehran, Iranians smashed the Qasem Soleimani statue with hammers. Opposition flags went up in western Tehran.
Crown Prince Pahlavi went public calling for the overthrow of the government.
The IRGC is gutted. Hezbollah's command structure is gone. Ninety military targets destroyed on Kharg Island. Oil deliberately spared.
The regime that Al-Alaq still answers to is being dismantled from the outside and torn apart from the inside at the same time.
And Kermit goes on Iraqi television to tell his country they don't need a rate change.
He was asked directly. Wouldn't it be a great time to address the economy now that security and stability are here?
His answer was that Iraq has strong reserves and doesn't need it. He said he never stated there would be a rate change. He said it was all rumors started on the internet.
Economists on the same broadcast pushed back. His own people pushed back. He doubled down.
This is the pattern. CBI governors deny until they can't. They deny while the infrastructure gets built behind them. They deny while studies pile up on their desk. They deny while three-letter agencies sit across the table and tell them what's coming.
Then one day they're gone. And the rate changes.
Reports circulated yesterday about Netanyahu's status. Israeli PM office posting then deleting statements about "establishing contact." Six-finger AI video claims viral enough that multiple fact-checkers responded within hours.
Draw your own conclusions about what generates that level of confusion around a sitting head of state during an active military operation.
Silver hit $80 Friday. Paper says metals are falling. Dubai is frozen. No gold freight moving through the Gulf corridor. The physical market and the paper market are telling two different stories. They always reconcile.
Worth watching what the Fed says Tuesday.
Al-Alaq is the last blocker inside Iraq's financial system still loyal to a regime that is visibly collapsing. Maliki lasted until he didn't. Kermit will too.
Thoughts.. The government forms after Eid. And when it does, Al-Alaq's media campaign yesterday will look like what it was.
A man who knew his time was up trying to convince everyone it wasn't.
Still watching the window after the 20th.
IRAQ ➕ IQD ➕ VND ➕ VES ➕ XRP ➕ GOLD ➕ SILVER ➕ RARE EARTH MINERALS 🟰 RV
Ali Mohsen Al-Alaq, Iraq's CBI governor spent all of yesterday on television. Shabbat News. Channel 9. Press conferences. A full media campaign with one message.
No rate change. Not after Eid. Not after the government forms. Never said it. Rumors. Speculation.
Then he said he'd use the reserves instead.
$95 billion in reserves. The foundation of the dinar's stability. And this man wants to drain them rather than do what every economist, every study, every three-letter agency has been telling him for months.
The last time an Iraqi leader dug in like this, it was Maliki. Parliament removed him after 17 years. Surgically. With American hands on the scalpel.
Pay attention to WHY Al-Alaq is panicking.
Yesterday in Tehran, Iranians smashed the Qasem Soleimani statue with hammers. Opposition flags went up in western Tehran.
Crown Prince Pahlavi went public calling for the overthrow of the government.
The IRGC is gutted. Hezbollah's command structure is gone. Ninety military targets destroyed on Kharg Island. Oil deliberately spared.
The regime that Al-Alaq still answers to is being dismantled from the outside and torn apart from the inside at the same time.
And Kermit goes on Iraqi television to tell his country they don't need a rate change.
He was asked directly. Wouldn't it be a great time to address the economy now that security and stability are here?
His answer was that Iraq has strong reserves and doesn't need it. He said he never stated there would be a rate change. He said it was all rumors started on the internet.
Economists on the same broadcast pushed back. His own people pushed back. He doubled down.
This is the pattern. CBI governors deny until they can't. They deny while the infrastructure gets built behind them. They deny while studies pile up on their desk. They deny while three-letter agencies sit across the table and tell them what's coming.
Then one day they're gone. And the rate changes.
Reports circulated yesterday about Netanyahu's status. Israeli PM office posting then deleting statements about "establishing contact." Six-finger AI video claims viral enough that multiple fact-checkers responded within hours.
Draw your own conclusions about what generates that level of confusion around a sitting head of state during an active military operation.
Silver hit $80 Friday. Paper says metals are falling. Dubai is frozen. No gold freight moving through the Gulf corridor. The physical market and the paper market are telling two different stories. They always reconcile.
Worth watching what the Fed says Tuesday.
Al-Alaq is the last blocker inside Iraq's financial system still loyal to a regime that is visibly collapsing. Maliki lasted until he didn't. Kermit will too.
Thoughts.. The government forms after Eid. And when it does, Al-Alaq's media campaign yesterday will look like what it was.
A man who knew his time was up trying to convince everyone it wasn't.
Still watching the window after the 20th.
IRAQ ➕ IQD ➕ VND ➕ VES ➕ XRP ➕ GOLD ➕ SILVER ➕ RARE EARTH MINERALS 🟰 RV
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Surprise mfs. Pipes bypassing Strait of Hormuz:
1. Saudi Arabia's East-West Pipeline
Capacity: Maximum/emergency design of 7 million bpd (expanded post-2019 Abqaiq incident via parallel line conversions).
Pre-crisis flows: ~2.8 million bpd before early March disruptions.
Ramp-up status: Aramco CEO Amin Nasser announced on March 10, 2026, that flows were increasing rapidly and would reach full 7 million bpd "in the next couple of days" — prioritizing Arab Light and Arab Extra Light grades to meet export targets.
Export reality: ~2 million bpd feeds western domestic refineries, leaving ~5 million bpd for potential exports via Yanbu (Red Sea). Yanbu terminal constraints limit effective crude loadings to ~4–4.5 million bpd (nominal; historically untested at peak), with recent surges to ~2.2–2.5 million bpd (330%+ vs. pre-crisis).
Strategic role: ~750–1,200 km system bypasses Strait of Hormuz, linking eastern fields (Abqaiq) to Yanbu — critical for rerouting ~70% of normal Hormuz exports amid the closure, though not fully replacing eastern Gulf terminals' scale.
This rapid mobilization has cushioned global supply shocks, with Yanbu loadings already at records despite port bottlenecks.
2. UAE's Habshan-Fujairah line
Official name: Abu Dhabi Crude Oil Pipeline (ADCOP), also called Habshan–Fujairah pipeline.
Length: ~360–370 km (≈248 miles), running from Habshan onshore fields (western Abu Dhabi) to Fujairah export terminal on the Gulf of Oman.
Commissioned: 2012, built to bypass the Strait of Hormuz.
Capacity: Nameplate/design 1.5 million bpd; maximum/emergency potential up to 1.8 million bpd (with ADNOC able to push higher temporarily if needed).
Current status (March 2026): Operating at ~1.5 million bpd (around 71% utilization per Kpler analysts), with ~400–440 kbpd spare headroom. ADNOC has confirmed it's actively routing flows to maintain exports amid the Hormuz closure, using Fujairah's large storage (18 million m³) and loading facilities.
Strategic role: Provides a fully Hormuz-independent route for ~50–60% of UAE's typical crude exports (UAE normally exports ~2.5–3 million bpd total). Combined with Saudi's East-West line, it helps offset part of the ~15–20 million bpd Gulf supply disruption.
Limitations: While the pipe can reach 1.8 mbpd, actual sustained exports depend on Fujairah terminal throughput (historically handles ~1.5–1.7 mbpd crude + products comfortably; wartime tanker congestion and recent regional risks add constraints).
1. Saudi Arabia's East-West Pipeline
Capacity: Maximum/emergency design of 7 million bpd (expanded post-2019 Abqaiq incident via parallel line conversions).
Pre-crisis flows: ~2.8 million bpd before early March disruptions.
Ramp-up status: Aramco CEO Amin Nasser announced on March 10, 2026, that flows were increasing rapidly and would reach full 7 million bpd "in the next couple of days" — prioritizing Arab Light and Arab Extra Light grades to meet export targets.
Export reality: ~2 million bpd feeds western domestic refineries, leaving ~5 million bpd for potential exports via Yanbu (Red Sea). Yanbu terminal constraints limit effective crude loadings to ~4–4.5 million bpd (nominal; historically untested at peak), with recent surges to ~2.2–2.5 million bpd (330%+ vs. pre-crisis).
Strategic role: ~750–1,200 km system bypasses Strait of Hormuz, linking eastern fields (Abqaiq) to Yanbu — critical for rerouting ~70% of normal Hormuz exports amid the closure, though not fully replacing eastern Gulf terminals' scale.
This rapid mobilization has cushioned global supply shocks, with Yanbu loadings already at records despite port bottlenecks.
2. UAE's Habshan-Fujairah line
Official name: Abu Dhabi Crude Oil Pipeline (ADCOP), also called Habshan–Fujairah pipeline.
Length: ~360–370 km (≈248 miles), running from Habshan onshore fields (western Abu Dhabi) to Fujairah export terminal on the Gulf of Oman.
Commissioned: 2012, built to bypass the Strait of Hormuz.
Capacity: Nameplate/design 1.5 million bpd; maximum/emergency potential up to 1.8 million bpd (with ADNOC able to push higher temporarily if needed).
Current status (March 2026): Operating at ~1.5 million bpd (around 71% utilization per Kpler analysts), with ~400–440 kbpd spare headroom. ADNOC has confirmed it's actively routing flows to maintain exports amid the Hormuz closure, using Fujairah's large storage (18 million m³) and loading facilities.
Strategic role: Provides a fully Hormuz-independent route for ~50–60% of UAE's typical crude exports (UAE normally exports ~2.5–3 million bpd total). Combined with Saudi's East-West line, it helps offset part of the ~15–20 million bpd Gulf supply disruption.
Limitations: While the pipe can reach 1.8 mbpd, actual sustained exports depend on Fujairah terminal throughput (historically handles ~1.5–1.7 mbpd crude + products comfortably; wartime tanker congestion and recent regional risks add constraints).
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And it changes EVERYTHING about Iran's missile capability.
🚨🚨🚨 IRAN JUST LAUNCHED THE SEJJIL FOR THE FIRST TIME. 🚨🚨🚨
This is not just another missile. This is Iran's most advanced solid-fueled ballistic missile — and they just revealed they're willing to burn through their most limited stockpile.
Read that again.
THE PROBLEM:
→ Liquid-fueled missiles take HOURS to prep on the launchpad
→ Israeli and U.S. satellites watch EVERY launcher 24/7
→ A liquid-fueled missile sitting on a pad for 3 hours is a DEATH TRAP — it gets destroyed before it ever launches
→ Iran has been losing launchers at an unprecedented rate
THE SHIFT:
→ The Sejjil is SOLID-FUELED — launches in MINUTES, not hours
→ 2,000+ km range — puts ALL of Israel within strike distance
→ Near-impossible to hit on the pad — by the time satellites detect fueling, it's already airborne
→ Iran has been hiding these for YEARS — saving them for exactly this moment
💀 Solid fuel = no setup window = NO pre-launch kill opportunity
💀 Sejjil deployment = Iran's liquid-fuel launchers are being DECIMATED faster than expected
💀 Limited stockpile being used NOW = Iran believes this is the FINAL escalation
💀 Every Sejjil fired = one fewer in reserve = Iran is holding NOTHING back
⚠️ Iran is estimated to have fewer than 50 Sejjil missiles in its entire arsenal
⚠️ Liquid-fueled Shahabs number in the hundreds — Sejjils are the premium tier
⚠️ You don't burn your most scarce, most advanced weapon unless the situation is DESPERATE
They're showing you interception footage and Iron Dome celebrations.
They're NOT showing you that Iran just switched to weapons it can't replace.
You don't deploy your rarest missile for routine strikes
→ you deploy it when your primary arsenal is being destroyed on the ground
→ and that only happens when you're LOSING the launcher war ENTIRELY.
This is the most significant Iranian missile escalation since the program began.
Prepare accordingly. 🚨🚨🚨
🚨🚨🚨 IRAN JUST LAUNCHED THE SEJJIL FOR THE FIRST TIME. 🚨🚨🚨
This is not just another missile. This is Iran's most advanced solid-fueled ballistic missile — and they just revealed they're willing to burn through their most limited stockpile.
Read that again.
THE PROBLEM:
→ Liquid-fueled missiles take HOURS to prep on the launchpad
→ Israeli and U.S. satellites watch EVERY launcher 24/7
→ A liquid-fueled missile sitting on a pad for 3 hours is a DEATH TRAP — it gets destroyed before it ever launches
→ Iran has been losing launchers at an unprecedented rate
THE SHIFT:
→ The Sejjil is SOLID-FUELED — launches in MINUTES, not hours
→ 2,000+ km range — puts ALL of Israel within strike distance
→ Near-impossible to hit on the pad — by the time satellites detect fueling, it's already airborne
→ Iran has been hiding these for YEARS — saving them for exactly this moment
💀 Solid fuel = no setup window = NO pre-launch kill opportunity
💀 Sejjil deployment = Iran's liquid-fuel launchers are being DECIMATED faster than expected
💀 Limited stockpile being used NOW = Iran believes this is the FINAL escalation
💀 Every Sejjil fired = one fewer in reserve = Iran is holding NOTHING back
⚠️ Iran is estimated to have fewer than 50 Sejjil missiles in its entire arsenal
⚠️ Liquid-fueled Shahabs number in the hundreds — Sejjils are the premium tier
⚠️ You don't burn your most scarce, most advanced weapon unless the situation is DESPERATE
They're showing you interception footage and Iron Dome celebrations.
They're NOT showing you that Iran just switched to weapons it can't replace.
You don't deploy your rarest missile for routine strikes
→ you deploy it when your primary arsenal is being destroyed on the ground
→ and that only happens when you're LOSING the launcher war ENTIRELY.
This is the most significant Iranian missile escalation since the program began.
Prepare accordingly. 🚨🚨🚨
✍1
🇨🇭 Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Cantor Fitzgerald just met with Peter Beck and walked away reiterating Overweight with an $85 price target.
Here's why that matters more than people realize:
The SpaceX IPO just handed you the ultimate valuation cheat code for $RKLB.
SpaceX is targeting a $1.5 trillion IPO valuation.
PitchBook puts fair value between $1.1T–$1.7T.
Think about it...
$RKLB vs $SpaceX:
SpaceX at $1.5T / ~$8B est. revenue = ~187x Price-to-Sales
$RKLB at $38.8B market cap / $602M 2025 revenue = 64x Price-to-Sales
The only publicly traded, vertically integrated space company in the world is trading at a THIRD of SpaceX's implied multiple.
Same sector. Same structural tailwinds. Same government customer base.
One is public. One isn't yet.
$RKLB fundamentals right now:
> FY2025 revenue: $602M (+38% YoY)
> Q4 gross margins: 44.3% (record)
> Backlog: $1.85B
Cantor Fitzgerald: $85 PT (Overweight, reiterated post CEO meet)
Bears will say Neutron delays killed the thesis.
Wrong.
Neutron is a call option on heavy-lift. The core business; electron launches, space systems, national security contracts is accelerating without Neutron.
37% of that $1.85B backlog converts in the next 12 months.
The SpaceX IPO narrative is actually the $RKLB bear case in disguise.
Space stocks sold off on SpaceX IPO chatter. Liquidity moved to "wait-and-see."
That's the opportunity. Not the risk.
When SpaceX goes public at $1.5 trillion, every institutional analyst on the street will be building space sector models. They'll look left and find a real, revenue-generating, government-contracted, margin-expanding space company trading at 64x sales.
The re-rating will be violent.
$RKLB at $68 is the pre-SpaceX-IPO setup.
Here's why that matters more than people realize:
The SpaceX IPO just handed you the ultimate valuation cheat code for $RKLB.
SpaceX is targeting a $1.5 trillion IPO valuation.
PitchBook puts fair value between $1.1T–$1.7T.
Think about it...
$RKLB vs $SpaceX:
SpaceX at $1.5T / ~$8B est. revenue = ~187x Price-to-Sales
$RKLB at $38.8B market cap / $602M 2025 revenue = 64x Price-to-Sales
The only publicly traded, vertically integrated space company in the world is trading at a THIRD of SpaceX's implied multiple.
Same sector. Same structural tailwinds. Same government customer base.
One is public. One isn't yet.
$RKLB fundamentals right now:
> FY2025 revenue: $602M (+38% YoY)
> Q4 gross margins: 44.3% (record)
> Backlog: $1.85B
Cantor Fitzgerald: $85 PT (Overweight, reiterated post CEO meet)
Bears will say Neutron delays killed the thesis.
Wrong.
Neutron is a call option on heavy-lift. The core business; electron launches, space systems, national security contracts is accelerating without Neutron.
37% of that $1.85B backlog converts in the next 12 months.
The SpaceX IPO narrative is actually the $RKLB bear case in disguise.
Space stocks sold off on SpaceX IPO chatter. Liquidity moved to "wait-and-see."
That's the opportunity. Not the risk.
When SpaceX goes public at $1.5 trillion, every institutional analyst on the street will be building space sector models. They'll look left and find a real, revenue-generating, government-contracted, margin-expanding space company trading at 64x sales.
The re-rating will be violent.
$RKLB at $68 is the pre-SpaceX-IPO setup.
✍1
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🚨 Elon said all jobs will be optional. Everyone's calling him crazy.
This is the same guy who said he'd make electric cars mainstream. They laughed. He did it.
Said he'd land rockets back on earth. They laughed. He did it.
Said he'd put internet in space. They laughed. 7,000 satellites later, soldiers in Ukraine depend on it.
Said Twitter was overstaffed. Fired 80%. The app still works.
Now Karpathy just scored every job in America against AI. If your work touches a screen, you're already replaceable.
Every time this man says something insane, the world catches up 3 years later.
You're not mad because he's wrong.. nah you're mad because you know he's not.
This is the same guy who said he'd make electric cars mainstream. They laughed. He did it.
Said he'd land rockets back on earth. They laughed. He did it.
Said he'd put internet in space. They laughed. 7,000 satellites later, soldiers in Ukraine depend on it.
Said Twitter was overstaffed. Fired 80%. The app still works.
Now Karpathy just scored every job in America against AI. If your work touches a screen, you're already replaceable.
Every time this man says something insane, the world catches up 3 years later.
You're not mad because he's wrong.. nah you're mad because you know he's not.
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