Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
1 month in💥 The targets have changed
It's an energy war, and it's about to get worse
Trump just promised strikes on power plants.
"Extremely hard. 2 to 3 more weeks"
💣 Pipelines burning
🏭 Refineries offline
⚡ Power plants next
on Iran's entire energy system
Every destroyed pipeline is a message to Beijing.
🛢️ "China gets the majority of its oil through Hormuz"
🚢 "They should police it themselves"
✈️ "We're leaving"
Washington just handed China the world's most expensive babysitting job.
Guard Hormuz or lose your oil supply.
And while Beijing scrambles in the Middle East...Taiwan waits.
You can't run 2 crises at once.
Not even China.
That's the real game here.
America doesn't need Hormuz. It has shale.
Iran's infrastructure burns.
China gets distracted.
Taiwan gets a window.
1 war, 3 outcomes....All planned.
It's an energy war, and it's about to get worse
Trump just promised strikes on power plants.
"Extremely hard. 2 to 3 more weeks"
💣 Pipelines burning
🏭 Refineries offline
⚡ Power plants next
on Iran's entire energy system
Every destroyed pipeline is a message to Beijing.
🛢️ "China gets the majority of its oil through Hormuz"
🚢 "They should police it themselves"
✈️ "We're leaving"
Washington just handed China the world's most expensive babysitting job.
Guard Hormuz or lose your oil supply.
And while Beijing scrambles in the Middle East...Taiwan waits.
You can't run 2 crises at once.
Not even China.
That's the real game here.
America doesn't need Hormuz. It has shale.
Iran's infrastructure burns.
China gets distracted.
Taiwan gets a window.
1 war, 3 outcomes....All planned.
✍1👌1
At the same time, he warned that it's not worth simply copying the described tools and methods and considering them safe - this is a draft version and requires further refinement.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚢 Gulf states consider new pipelines to avoid Strait of Hormuz.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
1 month in💥 The targets have changed It's an energy war, and it's about to get worse Trump just promised strikes on power plants. "Extremely hard. 2 to 3 more weeks" 💣 Pipelines burning 🏭 Refineries offline ⚡ Power plants next on Iran's entire energy…
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Trump just told Iran exactly what's coming if they don't deal.
Kharg Island🛢️
He didn't say it, He didn't have to.
"We have not hit their oil. It's the easiest target of all."
Kharg Island handles 90% of Iran's oil exports.
One strike... Gone.
No oil revenue = no government
No government = no war
No war = Hormuz reopens
Trump is giving Iran a countdown
And the implications are massive:
🛢️ Kharg hit → Iran's economy collapses overnight
📉 Oil spikes to $130+ immediately
🇨🇳 China loses its cheap Iranian supply
🕊️ Or Iran folds and cuts a deal this week
This is the final card.
The fact he's talking about it publicly means
It's already decided or he wants Iran to believe it is.
Either way the oil market woke up this morning in a different world.
Kharg Island🛢️
He didn't say it, He didn't have to.
"We have not hit their oil. It's the easiest target of all."
Kharg Island handles 90% of Iran's oil exports.
One strike... Gone.
No oil revenue = no government
No government = no war
No war = Hormuz reopens
Trump is giving Iran a countdown
And the implications are massive:
🛢️ Kharg hit → Iran's economy collapses overnight
📉 Oil spikes to $130+ immediately
🇨🇳 China loses its cheap Iranian supply
🕊️ Or Iran folds and cuts a deal this week
This is the final card.
The fact he's talking about it publicly means
It's already decided or he wants Iran to believe it is.
Either way the oil market woke up this morning in a different world.
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🇨🇭 Global One SI - Prompt
Claude controlling #tradingview live — switching symbols, writing Pine Script, batch scanning futures, replay trading, drawing levels. All from the terminal. Still rough edges but the vision is clear.
The traders who mass years learning Pine Script watching an AI write it from a terminal right now 🧍
Makes trading feel way more accessible, like anyone can get in on it.
Makes trading feel way more accessible, like anyone can get in on it.
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🇨🇭 Global One SI - Prompt
$LUNR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Intuitive Machines $LUNR filed to register 34,565,097 shares for resale by stockholders.
This fulfills a February agreement with institutional investors.
The company receives no proceeds from these secondary sales by private placement participants.
This fulfills a February agreement with institutional investors.
The company receives no proceeds from these secondary sales by private placement participants.
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A laser bouncing in spinning mirrors creates chaos and teaches scientists how to improve navigation, secure communications, and study the universe.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The US is loaning 10 million barrels from its Strategic Petroleum Reserve to private companies to ease the oil supply crunch caused by the Iran war.
Companies have until April 6 to submit proposals. They will return the oil with additional barrels as a premium.
This follows the first batch of 45.2 million barrels already loaned on March 21, making this the largest SPR drawdown in US history.
Trump just few days ago saying "The United States is the largest oil producer in the world, by far, so when oil prices go up, we make a lot of money and U.S has no energy crisis.
Trump just days ago said "The United States is the largest oil producer in the world, by far, so when oil prices go up, we make a lot of money" and that the US has no energy crisis.
The same president is now drawing down emergency reserves at a historic pace.
Companies have until April 6 to submit proposals. They will return the oil with additional barrels as a premium.
This follows the first batch of 45.2 million barrels already loaned on March 21, making this the largest SPR drawdown in US history.
Trump just few days ago saying "The United States is the largest oil producer in the world, by far, so when oil prices go up, we make a lot of money and U.S has no energy crisis.
Trump just days ago said "The United States is the largest oil producer in the world, by far, so when oil prices go up, we make a lot of money" and that the US has no energy crisis.
The same president is now drawing down emergency reserves at a historic pace.
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MirrorMe’s Black Panther II: The #Robot Dog That’s Almost Faster Than Humans
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RoboMaster 2026 is here! 🤖⚙️ Founded by DJI, the world’s largest consumer drone maker based in Shenzhen, this is a global platform for robotics competition and academic exchange. From March to April, university teams across China are putting their engineering skills to the test.
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This Boston Dynamics legged robot runs 20 mph on a two stroke go kart engine.
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When I finally understood all the formulas
LMSR, Kelly Criterion, MiroFish simulations
alright, I'm done here
LMSR, Kelly Criterion, MiroFish simulations
alright, I'm done here
👨💻1
The U.S. Space Force’s Space Systems Command has awarded SpaceX a $178.5 million task order for additional launches under the National Security Space Launch Phase 3 Lane 1 program.
The award covers two launches for the SDA, scheduled to begin in Q3 2027. One launch will take place from Cape Canaveral Space Force Station in Florida, while the other will lift off from Vandenberg Space Force Base in California.
The missions will deploy multiple Sierra Space missile tracking satellites into orbit to support warfighter requirements and strengthen national defense capabilities.
The SDA-4 award builds on previous task orders that also support missile warning and tracking missions, including the nine task orders totaling $739 million awarded to SpaceX in January.
The award covers two launches for the SDA, scheduled to begin in Q3 2027. One launch will take place from Cape Canaveral Space Force Station in Florida, while the other will lift off from Vandenberg Space Force Base in California.
The missions will deploy multiple Sierra Space missile tracking satellites into orbit to support warfighter requirements and strengthen national defense capabilities.
The SDA-4 award builds on previous task orders that also support missile warning and tracking missions, including the nine task orders totaling $739 million awarded to SpaceX in January.
🇨🇭 Global One SI - Prompt
$RDW/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$RDW: Redwire Awarded Contract to Deliver Quantum-Secure Spacecraft for European Space Agency's QKDSat
Redwire will manufacture and deliver its European-built Hammerhead spacecraft, equipped with the QKD payload and Redwire’s ADPMS-3 suite of avionics.
QKDSat leverages Redwire’s expertise in state-of-the-art satellite design, development, integration, testing, and operations with Honeywell’s advanced optical payload terminal to accelerate the deployment of ultra-secure communication infrastructure in space.
Redwire will manufacture and deliver its European-built Hammerhead spacecraft, equipped with the QKD payload and Redwire’s ADPMS-3 suite of avionics.
QKDSat leverages Redwire’s expertise in state-of-the-art satellite design, development, integration, testing, and operations with Honeywell’s advanced optical payload terminal to accelerate the deployment of ultra-secure communication infrastructure in space.
🇨🇭 Global One SI - Prompt
The dagger⚔️ The gun🔫 The phone📱 The chip🤖 NVIDIA is worth 2.5x Saudi aramco The market thinks chips beat barrels🛢️ Tech owns the global top 10 and Oil looks like yesterday's game. But every Nvidia GPU runs on minerals China controls at 90%. Every…
$NVDA NVIDIA is worth 2.5x Saudi aramco
The market thinks chips beat barrels🛢️
Tech owns the global top 10 and Oil looks like yesterday's game.
But every Nvidia GPU runs on minerals China controls at 90%.
Every data center needs power.
In my latest article I cover what the market is missing:
→ How China built a processing monopoly over every material that matters, while the West wasn't watching
→ Why Taiwan is not a sovereignty dispute but the central node of AI hardware
→ What Venezuela, Iran, and Russia have in common right now
→ Why Europe is more trapped than it admits
→ 4 ways the Iran war ends and what each one costs China
The market thinks chips beat barrels🛢️
Tech owns the global top 10 and Oil looks like yesterday's game.
But every Nvidia GPU runs on minerals China controls at 90%.
Every data center needs power.
In my latest article I cover what the market is missing:
→ How China built a processing monopoly over every material that matters, while the West wasn't watching
→ Why Taiwan is not a sovereignty dispute but the central node of AI hardware
→ What Venezuela, Iran, and Russia have in common right now
→ Why Europe is more trapped than it admits
→ 4 ways the Iran war ends and what each one costs China
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The war just made this chart the most important in the world.
Look at who's vulnerable.
Oil dominates the energy mix of 6 of the world's 10 largest economies.
The US, Germany, Japan, UK, Italy and India.
All running on the fuel that flows through a closed strait.
But 2 countries stand out:
🇫🇷 France nearly half its energy is nuclear. Built quietly for decades. Almost untouchable right now.
🇨🇳 China oil's share of its mix? Shrinking fast. EVs. Electrification. Overland pipelines. China's electricity share is already 30% ahead of the US and EU stuck at 22%.
Everyone called China's energy push about climate.
It was never about climate.
It was about escape from one big dependency like Hormuz.
Meanwhile Europe is suddenly rediscovering nuclear after years of shutting plants down.
Funny how $100 oil changes the conversation.
The energy transition used to be about saving the planet.
Now it's about survival.
And the countries that moved first, strategically, without announcements are the ones sleeping fine
Which country on this chart surprises you most?
Look at who's vulnerable.
Oil dominates the energy mix of 6 of the world's 10 largest economies.
The US, Germany, Japan, UK, Italy and India.
All running on the fuel that flows through a closed strait.
But 2 countries stand out:
🇫🇷 France nearly half its energy is nuclear. Built quietly for decades. Almost untouchable right now.
🇨🇳 China oil's share of its mix? Shrinking fast. EVs. Electrification. Overland pipelines. China's electricity share is already 30% ahead of the US and EU stuck at 22%.
Everyone called China's energy push about climate.
It was never about climate.
It was about escape from one big dependency like Hormuz.
Meanwhile Europe is suddenly rediscovering nuclear after years of shutting plants down.
Funny how $100 oil changes the conversation.
The energy transition used to be about saving the planet.
Now it's about survival.
And the countries that moved first, strategically, without announcements are the ones sleeping fine
Which country on this chart surprises you most?
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How do you design an environment for optimal machine performance?
CaPow is one example; their system turns power delivery into part of the operating environment, so robots do not need to stop and dock just to charge.
CaPow is one example; their system turns power delivery into part of the operating environment, so robots do not need to stop and dock just to charge.
🇨🇭 Global One SI - Prompt
How do you design an environment for optimal machine performance? CaPow is one example; their system turns power delivery into part of the operating environment, so robots do not need to stop and dock just to charge.
The interesting part is that this is not being built around one robot.
It’s a hardware agnostic, plug and play system, which means the power layer can sit above the fleet rather than forcing the fleet to conform to one charging setup.
capow.energy
It’s a hardware agnostic, plug and play system, which means the power layer can sit above the fleet rather than forcing the fleet to conform to one charging setup.
capow.energy
🇨🇭 Global One SI - Prompt
📉WTI price was falling when Trump started speaking 📈$107 when he finished Here's what he said: 💣 "Extremely hard strikes" for 2-3 more weeks ⚡ Power plants get bombed if no deal 🚢 "Iran's navy is gone" 🛢️ America won't import from Hormuz ever again …
🇻🇪 On the same day Trump addressed the nation about Iran, the Treasury Department quietly removed Venezuela's acting president from the sanctions list.
Nobody connected the two.
January 3: Maduro captured. Delta Force. Manhattan courtroom.
January 29: Rodriguez signs the Hydrocarbons Law. Chavez model broken. Foreign oil companies in.
February: OFAC General Licenses 46, 47, 49. US investment authorized.
April 1: Rodriguez off the SDN list entirely.
April 3: New royalty and tax regime for foreign oil companies goes live.
The sequence: Remove the regime. Install cooperative leadership. Reform oil. Lift sanctions. Let capital move.
Now read Iraq.
Proxy network departed. 9 of 12 blocs backing Sudani. Three new oil export routes built under crisis pressure. CBI Governor sitting in rooms planning expansion.
Budget frozen because the exchange rate is the challenge.
Same administration. Same playbook.
Gold fell $100 on a war escalation speech last night. That does not happen when money expects a long fight.
That happens when the room heard the exit ramp being built underneath the Stone Age rhetoric.
The first one moved. VES soon.
Watch what follows next.
Nobody connected the two.
January 3: Maduro captured. Delta Force. Manhattan courtroom.
January 29: Rodriguez signs the Hydrocarbons Law. Chavez model broken. Foreign oil companies in.
February: OFAC General Licenses 46, 47, 49. US investment authorized.
April 1: Rodriguez off the SDN list entirely.
April 3: New royalty and tax regime for foreign oil companies goes live.
The sequence: Remove the regime. Install cooperative leadership. Reform oil. Lift sanctions. Let capital move.
Now read Iraq.
Proxy network departed. 9 of 12 blocs backing Sudani. Three new oil export routes built under crisis pressure. CBI Governor sitting in rooms planning expansion.
Budget frozen because the exchange rate is the challenge.
Same administration. Same playbook.
Gold fell $100 on a war escalation speech last night. That does not happen when money expects a long fight.
That happens when the room heard the exit ramp being built underneath the Stone Age rhetoric.
The first one moved. VES soon.
Watch what follows next.
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