Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จBREAKING: Qatar just declared force majeure on LNG contracts to Italy, Belgium, South Korea, and China.
For up to 5 years.
Here's what the CEO just told
In an exclusive interview with Reuters, Qatar's Energy Minister and CEO of QatarEnergy just confirmed the damage from Iran's attack on Ras Laffan.
It's worse than anyone thought.
โ 2 out of 14 LNG trains damaged
โ 1 of 2 gas-to-liquids (GTL) facilities damaged
โ 12.8 million tonnes per year of LNG offline for 3-5 years
โ 17% of Qatar's total LNG export capacity gone
โ $20 billion annual revenue loss
โ $26 billion in damaged facilities (the CEO said they "should not be attacked")
QatarEnergy may declare force majeure on long term LNG supply contracts to:
โ Italy
โ Belgium
โ South Korea
โ China
For up to 5 years.
Additional exports declining:
โ Condensates: Down 24%
โ LPG: Down 13%
โ Naphtha: Down 6%
โ Sulphur: Down 6%
โ Helium: Down 14%
The damaged trains:
โ Train S4 and S6: 30% owned by ExxonMobil, rest by QatarEnergy
Production cannot restart until hostilities cease.
What this means?
12.8 million tonnes per year = 17% of Qatar's LNG capacity.
17% of its capacity just disappeared for 3-5 years.
Italy, Belgium, South Korea, China:
These countries had long-term contracts with Qatar.
Force majeure means those contracts are suspended.
They now have to compete in spot markets for replacement cargoes.
Against each other.
And against every other buyer scrambling for LNG.
$20 billion per year in lost revenue for Qatar.
$26 billion in facilities damaged.
The only country with capacity to absorb Qatari volumes at scale is the United States.
For up to 5 years.
Here's what the CEO just told
In an exclusive interview with Reuters, Qatar's Energy Minister and CEO of QatarEnergy just confirmed the damage from Iran's attack on Ras Laffan.
It's worse than anyone thought.
โ 2 out of 14 LNG trains damaged
โ 1 of 2 gas-to-liquids (GTL) facilities damaged
โ 12.8 million tonnes per year of LNG offline for 3-5 years
โ 17% of Qatar's total LNG export capacity gone
โ $20 billion annual revenue loss
โ $26 billion in damaged facilities (the CEO said they "should not be attacked")
QatarEnergy may declare force majeure on long term LNG supply contracts to:
โ Italy
โ Belgium
โ South Korea
โ China
For up to 5 years.
Additional exports declining:
โ Condensates: Down 24%
โ LPG: Down 13%
โ Naphtha: Down 6%
โ Sulphur: Down 6%
โ Helium: Down 14%
The damaged trains:
โ Train S4 and S6: 30% owned by ExxonMobil, rest by QatarEnergy
Production cannot restart until hostilities cease.
What this means?
12.8 million tonnes per year = 17% of Qatar's LNG capacity.
17% of its capacity just disappeared for 3-5 years.
Italy, Belgium, South Korea, China:
These countries had long-term contracts with Qatar.
Force majeure means those contracts are suspended.
They now have to compete in spot markets for replacement cargoes.
Against each other.
And against every other buyer scrambling for LNG.
$20 billion per year in lost revenue for Qatar.
$26 billion in facilities damaged.
The only country with capacity to absorb Qatari volumes at scale is the United States.
๐จ๐ญ Global One SI - Prompt
๐บ๐ธ๐ฎ๐ท Apaches just joined the fight. U.S. Chairman confirms AH-64s are now on the southern flank, taking out Iranian kamikaze drones.
This media is not supported in your browser
VIEW IN TELEGRAM
๐ฅ๐จ BREAKING: General Dan "Razin" Caine reveals that A-10 WARTHOGs and Apache Gunships are being used to destroy Iranian Speed Boats and Drones.
"The A-10 Warhog is now in the fight across the southern flank, hunting and KILLING fast attack water craft in the Strait of Hormuz."
"In addition, AH-64 Apaches have joined the fight on the southern flank."
"The A-10 Warhog is now in the fight across the southern flank, hunting and KILLING fast attack water craft in the Strait of Hormuz."
"In addition, AH-64 Apaches have joined the fight on the southern flank."
Media is too big
VIEW IN TELEGRAM
Itโs true, you canโt just shoot bullets in every place drones pose a threat: so weโve got lasers to neutralize drones by blinding their optics
Check this out, from the #allencontrol Innovation Lab
allencontrolsystems.com
Check this out, from the #allencontrol Innovation Lab
allencontrolsystems.com
๐จ๐ญ Global One SI - Prompt
Itโs true, you canโt just shoot bullets in every place drones pose a threat: so weโve got lasers to neutralize drones by blinding their optics Check this out, from the #allencontrol Innovation Lab allencontrolsystems.com
This media is not supported in your browser
VIEW IN TELEGRAM
๐ฏ1
๐จ๐ญ Global One SI - Prompt
Video
This media is not supported in your browser
VIEW IN TELEGRAM
Wireless micro-robotics is more advanced than we think.
This Microscopic motor rotors is smaller than a fingerprint. 4 magnets + 4 coils remove the need for power leashes. This will allow micro-drones to fly and dive autonomously.
This Microscopic motor rotors is smaller than a fingerprint. 4 magnets + 4 coils remove the need for power leashes. This will allow micro-drones to fly and dive autonomously.
Media is too big
VIEW IN TELEGRAM
This is insane. The new $35k drone has the exact same optical terrain-scanning tech as a $2.5M Tomahawk missile. If GPS is jammed, it literally looks at the ground to navigate. The era of multi-million dollar missiles is over.
๐จ๐ญ Global One SI - Prompt
$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
At its core, $ONDS is a systems integrator.
There are hundreds of military technology start-ups with great ideas that have demonstrated some product-market fit.
However, whilst scaling any start-up is incredibly difficult, scaling a military technology start-up is even harder.
This is an industry with strict security regulations. Furthermore, many traditional venture capital investors, banks, and investment funds often stay away from military technology companies due to ethical considerations and skepticism about return on investment.
This means that the simplest way for many military businesses to scale is to sell themselves to a larger company!
Ondas is emerging as a key player and funder in this ecosystem. The goal is to acquire different capabilities and technology systems that Ondas can attach to its overall offering to increase its value proposition, enabling higher prices and better margins.
Once acquired, Ondas can help the businesses with funding, R&D, parts procurement, supply chain, and manufacturing. But most importantly, Ondasโ experience with securing large contracts can immediately scale the acquired business.
There are hundreds of military technology start-ups with great ideas that have demonstrated some product-market fit.
However, whilst scaling any start-up is incredibly difficult, scaling a military technology start-up is even harder.
This is an industry with strict security regulations. Furthermore, many traditional venture capital investors, banks, and investment funds often stay away from military technology companies due to ethical considerations and skepticism about return on investment.
This means that the simplest way for many military businesses to scale is to sell themselves to a larger company!
Ondas is emerging as a key player and funder in this ecosystem. The goal is to acquire different capabilities and technology systems that Ondas can attach to its overall offering to increase its value proposition, enabling higher prices and better margins.
Once acquired, Ondas can help the businesses with funding, R&D, parts procurement, supply chain, and manufacturing. But most importantly, Ondasโ experience with securing large contracts can immediately scale the acquired business.
โ1
This media is not supported in your browser
VIEW IN TELEGRAM
#Starlink V3 runs on SpaceX silicon. Not borrowed. Three custom chips.
Massive phased arrays. Laser backhaul. Orbital processing.
10x capacity. Thousands of beams.
SpaceX stopped buying brains. It builds them.
Massive phased arrays. Laser backhaul. Orbital processing.
10x capacity. Thousands of beams.
SpaceX stopped buying brains. It builds them.
๐จ๐ญ Global One SI - Prompt
Is Jeff Bezosโ Project Prometheus raising $100 billion for AI manufacturing a 4D chess move for Blue Origin to enter Orbital Data Centers with force? The pieces are clearly lining up.
This media is not supported in your browser
VIEW IN TELEGRAM
One of the richest men alive just put a target on every factory worker's job in America.
This is a $100 billion fund built to acquire physical companies and gut them with AI.
Jeff Bezos said it himself, AI is the new electricity, it will be inside everything, underneath everything, powering everything.
Project Prometheus already raised $6.2 billion, recruited top engineers away from OpenAI, DeepMind, and Meta, and has been operating in near-total secrecy.
The playbook is simple and brutal.
Find manufacturers that AI is already disrupting, buy them at a discount, then automate whatever human labor remains
Bezos has his sights on aerospace firms, computer manufacturers, and automobile companies.
The investors he is courting are not small players either.
He has been in talks with JPMorgan's Jamie Dimon and Abu Dhabi's sovereign wealth fund, two of the most powerful pools of capital on Earth.
Analysts are already comparing this to J.P. Morgan in the 1890s, when he bought failing railroads and steel mills and consolidated 67% of U.S. steel production under one roof.
Bezos already controls the cloud infrastructure that most of the world's businesses run on.
And now he wants to own the physical factories that build everything those businesses sell.
He turned a bookstore into the backbone of global commerce.
He is running the exact same playbook again, just with assembly lines instead of warehouses.
He is not betting on one company winning the AI race.
He is building the infrastructure layer underneath all of them, physical, automated, and impossible to ignore.
This is a $100 billion fund built to acquire physical companies and gut them with AI.
Jeff Bezos said it himself, AI is the new electricity, it will be inside everything, underneath everything, powering everything.
Project Prometheus already raised $6.2 billion, recruited top engineers away from OpenAI, DeepMind, and Meta, and has been operating in near-total secrecy.
The playbook is simple and brutal.
Find manufacturers that AI is already disrupting, buy them at a discount, then automate whatever human labor remains
Bezos has his sights on aerospace firms, computer manufacturers, and automobile companies.
The investors he is courting are not small players either.
He has been in talks with JPMorgan's Jamie Dimon and Abu Dhabi's sovereign wealth fund, two of the most powerful pools of capital on Earth.
Analysts are already comparing this to J.P. Morgan in the 1890s, when he bought failing railroads and steel mills and consolidated 67% of U.S. steel production under one roof.
Bezos already controls the cloud infrastructure that most of the world's businesses run on.
And now he wants to own the physical factories that build everything those businesses sell.
He turned a bookstore into the backbone of global commerce.
He is running the exact same playbook again, just with assembly lines instead of warehouses.
He is not betting on one company winning the AI race.
He is building the infrastructure layer underneath all of them, physical, automated, and impossible to ignore.
๐1
๐จ๐ญ Global One SI - Prompt
Uber $UBER and Rivian $RIVN to deploy up to 50,000 R2 robotaxis by 2031. Backed by a $1.25B Uber investment, the L4 autonomous fleet launches in San Francisco and Miami in 2028, expanding to 25 cities across the US, Canada, and Europe.
Media is too big
VIEW IN TELEGRAM
Uber just handed a struggling EV startup $1.25 billion and the keys to its entire robotaxi future.
This is Uber's entire autonomous strategy exposed in one deal.
Rivian gets up to $1.25 billion and up to 50,000 robotaxis.
They also get exclusive deployment across 25 cities in the US, Canada, and Europe, all through Uber's app by 2031.
Uber's entire strategy is to partner with everyone and own the distribution layer.
Waymo, May Mobility, Lucid, Nuro, Nvidia and now Rivian.
The list keeps growing.
Uber's CEO said it himself in an old interview, still relevant today.
His plan is simple, whoever wins the AV race, Uber wants to be the platform they have to come through.โ
There is one company Uber desperately wants that refuses to show up.
Tesla.
Uber's CEO actually called Elon Musk, had the conversation directly and pitched the partnership.โ
Musk's answer was essentially, we're doing it alone.โ
This is not surprising to anyone who has watched Elon Musk build companies.
He builds the rockets, the chips, the software, and the app and owns the entire stack every time.
Tesla isnโt just building a robotaxi, itโs building a parallel ride-hailing network that competes directly with Uber on every street in every city.
Uber's CEO admitted it plainly, if Tesla goes direct through the Tesla app, they become a competitor.โ
While Uber signs check after check and deal after deal, Tesla is quietly building alone, the way Elon always does.
Now Uber just locked in Rivian, a company burning cash, desperately needing a lifeline and gave them a clear survival path tied entirely to Uber's success.
The first 10,000 Rivian robotaxis launch in San Francisco and Miami in 2028 and another 40,000 available starting 2030.
Uber is racing to plant its flag in every major city before Tesla's Cybercab arrives and makes all of these partnerships irrelevant.
But here is question nobody can answer yet, does the company that owns the distribution win or does the company that owns the whole machine win?โโ
Uber is betting it's distribution while Elon is betting it's everything else.
One of them is about to be very, very wrong.
This is Uber's entire autonomous strategy exposed in one deal.
Rivian gets up to $1.25 billion and up to 50,000 robotaxis.
They also get exclusive deployment across 25 cities in the US, Canada, and Europe, all through Uber's app by 2031.
Uber's entire strategy is to partner with everyone and own the distribution layer.
Waymo, May Mobility, Lucid, Nuro, Nvidia and now Rivian.
The list keeps growing.
Uber's CEO said it himself in an old interview, still relevant today.
His plan is simple, whoever wins the AV race, Uber wants to be the platform they have to come through.โ
There is one company Uber desperately wants that refuses to show up.
Tesla.
Uber's CEO actually called Elon Musk, had the conversation directly and pitched the partnership.โ
Musk's answer was essentially, we're doing it alone.โ
This is not surprising to anyone who has watched Elon Musk build companies.
He builds the rockets, the chips, the software, and the app and owns the entire stack every time.
Tesla isnโt just building a robotaxi, itโs building a parallel ride-hailing network that competes directly with Uber on every street in every city.
Uber's CEO admitted it plainly, if Tesla goes direct through the Tesla app, they become a competitor.โ
While Uber signs check after check and deal after deal, Tesla is quietly building alone, the way Elon always does.
Now Uber just locked in Rivian, a company burning cash, desperately needing a lifeline and gave them a clear survival path tied entirely to Uber's success.
The first 10,000 Rivian robotaxis launch in San Francisco and Miami in 2028 and another 40,000 available starting 2030.
Uber is racing to plant its flag in every major city before Tesla's Cybercab arrives and makes all of these partnerships irrelevant.
But here is question nobody can answer yet, does the company that owns the distribution win or does the company that owns the whole machine win?โโ
Uber is betting it's distribution while Elon is betting it's everything else.
One of them is about to be very, very wrong.
๐1
๐จ๐ญ Global One SI - Prompt
$META/USD H2 #Indicator #Signal #Trading #GlobalOneAI
This media is not supported in your browser
VIEW IN TELEGRAM
One of the most expensive bets in corporate history just collapsed.
Meta spent $80 billion building a world that almost nobody wanted to live in.
It started in 2021 when Mark Zuckerberg renamed his entire company after a concept from a science fiction novel.
He told the world virtual reality would replace the internet.
He was wrong.
This week, Meta officially announced it is shutting down Horizon Worlds on VR headsets, the platform meant to be the foundation of the metaverse.
June 15 is the date it dies on Quest devices.
To understand the scale of this failure, consider what $80 billion could have bought.
Instead, it built a cartoon world where Zuckerbergโs avatar famously had no legs.
Reality Labs lost $19.1 billion in 2025 alone.
In Q4, it pulled in $955 million in revenue against a $6 billion loss. That is a 6-to-1 burn ratio.
Earlier this year, Meta killed the work version of the metaverse, closed three VR game studios, and laid off over 1,000 Reality Labs employees.
Each announcement was framed as a โstrategic shift.โ
Taken together, they tell a different story.
Users never showed up, retention was catastrophic almost from day one.
The company is now all-in on AI and the Ray-Ban smart glasses are the new flagship product.
Metaโs stock sits near all-time highs and the market has already moved on.
The metaverse is dead.
The question now is what gets built on top of its $80 billion grave.
Meta spent $80 billion building a world that almost nobody wanted to live in.
It started in 2021 when Mark Zuckerberg renamed his entire company after a concept from a science fiction novel.
He told the world virtual reality would replace the internet.
He was wrong.
This week, Meta officially announced it is shutting down Horizon Worlds on VR headsets, the platform meant to be the foundation of the metaverse.
June 15 is the date it dies on Quest devices.
To understand the scale of this failure, consider what $80 billion could have bought.
Instead, it built a cartoon world where Zuckerbergโs avatar famously had no legs.
Reality Labs lost $19.1 billion in 2025 alone.
In Q4, it pulled in $955 million in revenue against a $6 billion loss. That is a 6-to-1 burn ratio.
Earlier this year, Meta killed the work version of the metaverse, closed three VR game studios, and laid off over 1,000 Reality Labs employees.
Each announcement was framed as a โstrategic shift.โ
Taken together, they tell a different story.
Users never showed up, retention was catastrophic almost from day one.
The company is now all-in on AI and the Ray-Ban smart glasses are the new flagship product.
Metaโs stock sits near all-time highs and the market has already moved on.
The metaverse is dead.
The question now is what gets built on top of its $80 billion grave.
๐1
๐จ๐ญ Global One SI - Prompt
$PL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Planet Labs $PL Q4 revenue surges 41% to $86.8M, beating estimates.
Backed by a record $900M backlog and its first year of non GAAP profit, Planet Labs raises FY27 revenue guide to $440M, significantly above the $380M consensus. Free cash flow hit $53M.
Backed by a record $900M backlog and its first year of non GAAP profit, Planet Labs raises FY27 revenue guide to $440M, significantly above the $380M consensus. Free cash flow hit $53M.
๐จ๐ญ Global One SI - Prompt
$EOSE/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Pomerantz LLP leads class action against Eos Energy $EOSE following a 39% stock crash.
Suit alleges Eos misled investors on manufacturing scale and revenue, which missed guidance by over $35M. Lead plaintiff deadline is May 5, 2026.
Suit alleges Eos misled investors on manufacturing scale and revenue, which missed guidance by over $35M. Lead plaintiff deadline is May 5, 2026.