Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨IEA countries have now confirmed their contributions to the largest coordinated oil reserve release in history.
The additional barrels will begin entering the market from March 16, bringing unprecedented emergency supply.
But the agency made one point clear.
🛢️ Strategic reserves can stabilize prices temporarily.
🚢 Reopening the Strait of Hormuz is essential for restoring normal oil flows and long-term market stability.
#oott
The additional barrels will begin entering the market from March 16, bringing unprecedented emergency supply.
But the agency made one point clear.
🛢️ Strategic reserves can stabilize prices temporarily.
🚢 Reopening the Strait of Hormuz is essential for restoring normal oil flows and long-term market stability.
#oott
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Your humanoid robot tennis training partner 🎾🤖
Tsinghua University's LATENT project has enabled the Unitree G1 humanoid robot to learn how to play tennis—achieving real-world multi-shot rallies through training on imperfect human motion capture data.
zzk273.github.io/LATENT/
Tsinghua University's LATENT project has enabled the Unitree G1 humanoid robot to learn how to play tennis—achieving real-world multi-shot rallies through training on imperfect human motion capture data.
zzk273.github.io/LATENT/
#Gold shortages are emerging in China as the Middle East is on fire.
2 out of the 4 major Chinese banks are not selling investment gold bars.
Only smaller-weight products are available.
2 out of the 4 major Chinese banks are not selling investment gold bars.
Only smaller-weight products are available.
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The Air Force awarded Raytheon a contract modification worth up to $2.01 billion to continue work on Advanced Extremely High Frequency (AEHF) satellite communications terminals.
The contract was issued by the United States Air Force Nuclear Weapons Center Strategic Communications Division in Bedford, Massachusetts.
These terminals connect ground stations, command centers, and mobile units to the AEHF satellite constellation, which provides protected communications designed to resist electronic interference, cyber threats, and nuclear effects.
The contract was issued by the United States Air Force Nuclear Weapons Center Strategic Communications Division in Bedford, Massachusetts.
These terminals connect ground stations, command centers, and mobile units to the AEHF satellite constellation, which provides protected communications designed to resist electronic interference, cyber threats, and nuclear effects.
🇨🇭 Global One SI - Prompt
The Air Force awarded Raytheon a contract modification worth up to $2.01 billion to continue work on Advanced Extremely High Frequency (AEHF) satellite communications terminals. The contract was issued by the United States Air Force Nuclear Weapons Center…
$AMPG: AmpliTech’s product portfolio (Ka and X-band) is a precise technical match for the frequencies used by the AEHF constellation and its associated ground/mobile terminals (SMART-T).
There might be something there.
There might be something there.
🇨🇭 Global One SI - Prompt
6 Peptide Biotech Stocks to watch for future. $BCYC •Tumor-targeting bicyclic peptides •Oncology + peptide-drug conjugates •Could attract major pharma buyouts if trials succeed $ENTX •Oral peptide delivery—no injections needed •Osteoporosis & metabolic…
3 Other Biotech Companies on My Radar: $ABCL, $RXRX, $PRME
Biotech is entering an explosive era of precision medicine, AI-driven discovery, and gene editing. While I track peptide and GLP-1 plays, here are 3 additional high-potential biotech names I’m watching closely:
$ABCL
Focus: AI-driven antibody discovery
•Platform screens millions of immune cells to identify therapeutic antibodies quickly
•Partnerships with Eli Lilly, Pfizer, Gilead, Novartis
•Lead contributions: COVID-19 antibody therapy (bamlanivimab)
•Market: Antibody therapeutics projected >$300B by 2030
Why watch: Recurring revenue from partnerships + royalties makes this a platform company with long-term upside
$RXRX – Recursion Pharmaceuticals
Focus: AI + high-throughput biology for drug discovery
•Screens millions of compounds and genetic perturbations in human cells
•Targeting rare genetic diseases and oncology
•Platform enables faster, cheaper drug discovery
Why watch: High-risk, high-reward play; the platform can produce multiple drug candidates simultaneously
$PRME – Prime Medicine
Focus: Prime editing gene therapy
•Advanced CRISPR technology to rewrite DNA precisely
•Targets rare genetic diseases and hematologic disorders
•Platform could tackle thousands of monogenic disorders
Why watch: Preclinical but huge potential; gene editing market expected to surpass $20B by 2030
•These three companies represent three high-growth biotech trends:
1.AI-powered discovery ($ABCL & $RXRX)
2.Gene editing & precision therapies ($PRME)
•All are high-risk, high-reward plays with binary catalysts: trial readouts, partnerships, and platform validation
Biotech is entering an explosive era of precision medicine, AI-driven discovery, and gene editing. While I track peptide and GLP-1 plays, here are 3 additional high-potential biotech names I’m watching closely:
$ABCL
Focus: AI-driven antibody discovery
•Platform screens millions of immune cells to identify therapeutic antibodies quickly
•Partnerships with Eli Lilly, Pfizer, Gilead, Novartis
•Lead contributions: COVID-19 antibody therapy (bamlanivimab)
•Market: Antibody therapeutics projected >$300B by 2030
Why watch: Recurring revenue from partnerships + royalties makes this a platform company with long-term upside
$RXRX – Recursion Pharmaceuticals
Focus: AI + high-throughput biology for drug discovery
•Screens millions of compounds and genetic perturbations in human cells
•Targeting rare genetic diseases and oncology
•Platform enables faster, cheaper drug discovery
Why watch: High-risk, high-reward play; the platform can produce multiple drug candidates simultaneously
$PRME – Prime Medicine
Focus: Prime editing gene therapy
•Advanced CRISPR technology to rewrite DNA precisely
•Targets rare genetic diseases and hematologic disorders
•Platform could tackle thousands of monogenic disorders
Why watch: Preclinical but huge potential; gene editing market expected to surpass $20B by 2030
•These three companies represent three high-growth biotech trends:
1.AI-powered discovery ($ABCL & $RXRX)
2.Gene editing & precision therapies ($PRME)
•All are high-risk, high-reward plays with binary catalysts: trial readouts, partnerships, and platform validation
🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸 Trump just gave China an impossible choice on Hormuz 🇨🇳 Either answer costs Beijing Trump invited China and US allies to send warships to secure the Strait of Hormuz. Sounds like coalition building. It's not, it's a strategic dilemma for 🇨🇳 If China…
#China runs almost its entire industrial economy on imported oil
It had 3 sources of cheap supply:
#Venezuela (gone), #Russia (now at risk), and #Iran (now in play).
The US is going after all 3 at once.
The #Hormuz crisis didn't just push Oil prices, It handed Washington the perfect cover to execute a strategy most people haven't connected yet.
It had 3 sources of cheap supply:
#Venezuela (gone), #Russia (now at risk), and #Iran (now in play).
The US is going after all 3 at once.
The #Hormuz crisis didn't just push Oil prices, It handed Washington the perfect cover to execute a strategy most people haven't connected yet.
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📦 Incoterms Explained
Who Pays and Who Bears the Risk?
Incoterms are the rules that determine who pays, who insures, and who takes the risk in global trade
#trade
Who Pays and Who Bears the Risk?
Incoterms are the rules that determine who pays, who insures, and who takes the risk in global trade
#trade
🇨🇭 Global One SI - Prompt
Is $OSS the secret "Hardware Backbone" behind the massive $20B US Army contract for #Anduril? 🤔 $OSS is currently trending on X and stocktwits as investors scramble to connect the dots. While we await the Earnings Call this Wednesday for potential confirmation…
Is Anduril using $OSS hardware for their situational awareness software running on lattice AI? 🤔
There was a pre production order beginning of the year from a new defense prime. Is it Anduril looking for OSS‘ hardware for the just award 20B contract for situational awareness?
There was a pre production order beginning of the year from a new defense prime. Is it Anduril looking for OSS‘ hardware for the just award 20B contract for situational awareness?
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DATA CENTERS UNDER CONSTRUCTION IN THE UNITED STATES
The number of data centers currently under construction by state shows how quickly AI infrastructure is expanding.
Texas — 135
Virginia — 134
Georgia — 51
Ohio — 45
Arizona — 35
Nevada — 29
Indiana — 21
Mississippi — 21
Illinois — 19
Iowa — 16
Oregon — 12
South Carolina — 12
Wisconsin — 11
Maryland — 11
North Carolina — 11
Pennsylvania — 11
Utah — 10
Missouri — 8
Wyoming — 7
Alabama — 7
New York — 7
Tennessee — 7
Florida — 7
$NVDA $NBIS $IREN $CRWV $AMZN $MSFT $GOOG $ORCL
The number of data centers currently under construction by state shows how quickly AI infrastructure is expanding.
Texas — 135
Virginia — 134
Georgia — 51
Ohio — 45
Arizona — 35
Nevada — 29
Indiana — 21
Mississippi — 21
Illinois — 19
Iowa — 16
Oregon — 12
South Carolina — 12
Wisconsin — 11
Maryland — 11
North Carolina — 11
Pennsylvania — 11
Utah — 10
Missouri — 8
Wyoming — 7
Alabama — 7
New York — 7
Tennessee — 7
Florida — 7
$NVDA $NBIS $IREN $CRWV $AMZN $MSFT $GOOG $ORCL
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Petrodollar Recycling is the heart of the USD Milkshake.
🚨The Petrodollar Recycling Cycle: Asia ↔ Gulf ↔ U.S.
⭕️Flow 1 – Exports & Energy Imports (all in USD)
🔶• China, Japan, and other Asian economies → Sell manufactured goods (electronics, cars, machinery, etc.) → to the United States → earn U.S. dollars
🔶• The same Asian economies → Buy oil & gas → from Gulf Cooperation Council (GCC) states (Saudi Arabia, UAE, Qatar, Kuwait, etc.) → pay in U.S. dollars.
⭕️Flow 2 – Surplus Dollars → U.S. Treasuries.
🔶• GCC states → Receive USD from oil sales → Invest large surpluses in U.S. Treasury bonds & U.S. Tech companies.
🔶• Asian economies (Japan, etc.) → Receive USD from trade surpluses with the U.S. → Invest large portions in U.S. Treasury bonds & U.S. Equities.
Resulting virtuous (USD-supporting) loop.
⭕️Asian export earnings + GCC oil revenues → both flow back into U.S. debt markets → helps finance U.S. deficits → sustains global demand for dollars → reinforces USD as the dominant currency for trade and reserves.
#Gold #Silver 🔥
🚨The Petrodollar Recycling Cycle: Asia ↔ Gulf ↔ U.S.
⭕️Flow 1 – Exports & Energy Imports (all in USD)
🔶• China, Japan, and other Asian economies → Sell manufactured goods (electronics, cars, machinery, etc.) → to the United States → earn U.S. dollars
🔶• The same Asian economies → Buy oil & gas → from Gulf Cooperation Council (GCC) states (Saudi Arabia, UAE, Qatar, Kuwait, etc.) → pay in U.S. dollars.
⭕️Flow 2 – Surplus Dollars → U.S. Treasuries.
🔶• GCC states → Receive USD from oil sales → Invest large surpluses in U.S. Treasury bonds & U.S. Tech companies.
🔶• Asian economies (Japan, etc.) → Receive USD from trade surpluses with the U.S. → Invest large portions in U.S. Treasury bonds & U.S. Equities.
Resulting virtuous (USD-supporting) loop.
⭕️Asian export earnings + GCC oil revenues → both flow back into U.S. debt markets → helps finance U.S. deficits → sustains global demand for dollars → reinforces USD as the dominant currency for trade and reserves.
#Gold #Silver 🔥
NexGen Energy $NXE and Denison Mines $DNN are transitioning from explorers to producers after securing final regulatory approvals.
NexGen’s Rook I is set to supply 20% of global #uranium with 30M lbs annually, while Denison’s Phoenix becomes the Athabasca Basin’s first ISR mine.
NexGen’s Rook I is set to supply 20% of global #uranium with 30M lbs annually, while Denison’s Phoenix becomes the Athabasca Basin’s first ISR mine.