Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
⛽ WORLD’S LPG POWERHOUSES
🌍 Who controls global LPG flows?
Top exporters by volume (kbpd):
🥇 🇸🇦 Saudi Arabia → ~734 kbpd
🥈 🇶🇦 Qatar → ~318 kbpd
🥉 🇺🇸 United States → ~196 kbpd
4️⃣ 🇩🇿 Algeria → ~175 kbpd
5️⃣ 🇳🇴 Norway → ~171 kbpd
6️⃣ 🇰🇼 Kuwait → ~144 kbpd
7️⃣ 🇦🇪 UAE → ~126 kbpd
8️⃣ 🇮🇷 Iran → ~85 kbpd
8️⃣ 🇷🇺 Russia → ~85 kbpd
📊 What stands out
• 🇸🇦 Saudi Arabia exports ~2.3× more than Qatar
• 🌍 Middle East dominates. 4 of top 7 exporters
• 🇺🇸 U.S. is the swing supplier. Shale-driven LPG surge
• ⚖️ 🇮🇷 🇷🇺 Sanctions ≠ collapse. Both still top 10 players
🌍 Who controls global LPG flows?
Top exporters by volume (kbpd):
🥇 🇸🇦 Saudi Arabia → ~734 kbpd
🥈 🇶🇦 Qatar → ~318 kbpd
🥉 🇺🇸 United States → ~196 kbpd
4️⃣ 🇩🇿 Algeria → ~175 kbpd
5️⃣ 🇳🇴 Norway → ~171 kbpd
6️⃣ 🇰🇼 Kuwait → ~144 kbpd
7️⃣ 🇦🇪 UAE → ~126 kbpd
8️⃣ 🇮🇷 Iran → ~85 kbpd
8️⃣ 🇷🇺 Russia → ~85 kbpd
📊 What stands out
• 🇸🇦 Saudi Arabia exports ~2.3× more than Qatar
• 🌍 Middle East dominates. 4 of top 7 exporters
• 🇺🇸 U.S. is the swing supplier. Shale-driven LPG surge
• ⚖️ 🇮🇷 🇷🇺 Sanctions ≠ collapse. Both still top 10 players
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This chart is the most important warning nobody's talking about.
Global oil in transit just fell off a cliff.
That dark blue line? It collapsed in March 2026.
From 1,700 million barrels in transit to 1,430.
The largest single drop ever recorded.
But look at the red line.
OECD Europe + Americas commercial crude stocks?
Still rising.
How is that possible?
Because the shock hasn't arrived yet.
The West is still burning through the oil that was already at sea when Hormuz closed.
Ships that left the Gulf weeks ago are still delivering.
The pipeline of tankers is still trickling in.
But that blue line tells you the pipeline is almost empty.
Mid-April for Europe. May for the US.
When those last tankers dock there's nothing behind them and the red line starts falling.
The West thinks it has time because the shelves still look full.
They don't see the empty trucks on the highway.
Global oil in transit just fell off a cliff.
That dark blue line? It collapsed in March 2026.
From 1,700 million barrels in transit to 1,430.
The largest single drop ever recorded.
But look at the red line.
OECD Europe + Americas commercial crude stocks?
Still rising.
How is that possible?
Because the shock hasn't arrived yet.
The West is still burning through the oil that was already at sea when Hormuz closed.
Ships that left the Gulf weeks ago are still delivering.
The pipeline of tankers is still trickling in.
But that blue line tells you the pipeline is almost empty.
Mid-April for Europe. May for the US.
When those last tankers dock there's nothing behind them and the red line starts falling.
The West thinks it has time because the shelves still look full.
They don't see the empty trucks on the highway.
🇨🇭 Global One SI - Prompt
#AI Task Duration #ArtificialIntelligence #MachineLearning #ML
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OpenAI President:
“I’d say we’re already 70-80% of the way to AGI.”
“I think it’s extremely clear that we are going to have AGI within the next couple years.”
Most people still think this is something decades away, but the people building it are saying otherwise.
This is happening much faster than anyone expected.
“I’d say we’re already 70-80% of the way to AGI.”
“I think it’s extremely clear that we are going to have AGI within the next couple years.”
Most people still think this is something decades away, but the people building it are saying otherwise.
This is happening much faster than anyone expected.
✍1
🇨🇭 Global One SI - Prompt
This is just a start, there will be many vibe-coded billion-dollar company. A.I. can collapse the staffing needs of a fast-growing company. Matthew Gallagher used AI+ to strip away the layers of labor that normally sit between demand and delivery. Code…
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> one man
> $20,000 in savings
> no employees
> no investors
> no office
> built everything with AI
> chatgpt wrote the code
> midjourney made the ads
> claude handled the copy
> elevenlabs ran support
> a chatbot answered 24/7
> he slept while it scaled
> month 1: 300 customers
> month 2: 1,300 customers
> year 1: $401,000,000
> margin: 16.2%
> team size: his brother
> the rules just changed forever
> $20,000 in savings
> no employees
> no investors
> no office
> built everything with AI
> chatgpt wrote the code
> midjourney made the ads
> claude handled the copy
> elevenlabs ran support
> a chatbot answered 24/7
> he slept while it scaled
> month 1: 300 customers
> month 2: 1,300 customers
> year 1: $401,000,000
> margin: 16.2%
> team size: his brother
> the rules just changed forever
🗿1
#oil
🛢 Donald Trump: We'll take the oil for ourselves then, do you agree?
Meanwhile, the situation in the region is only escalating:
➤ Iran rejected the US proposal for a 48-hour ceasefire (Reuters)
➤ Attempts by mediators led by Pakistan to negotiate a truce have hit a deadlock - the meeting of representatives of Iran and the US in Islamabad will not take place (WSJ)
Meanwhile, the situation in the region is only escalating:
➤ Iran rejected the US proposal for a 48-hour ceasefire (Reuters)
➤ Attempts by mediators led by Pakistan to negotiate a truce have hit a deadlock - the meeting of representatives of Iran and the US in Islamabad will not take place (WSJ)
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▪️Market expectations (Fed rate):
- PAUSE until December 2027.
▪️Myran, Fed Chairman:
- The rise in oil prices is not yet affecting inflation expectations.
- I allow a rate cut of 1 percentage point. during the year.
- I advocate reducing the Fed's balance sheet, but gradually.
▪️Schmidt, Fed Chairman:
- Inflation remains the main risk, a level of around 3% is possible.
- The rise in oil prices cannot be considered a temporary factor.
- More expensive energy could also push up core inflation.
▪️Musalem, Fed Chairman:
- The war has increased risks to inflation and the economy.
- The base scenario is maintaining the rate for some time.
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BUILDING THE GOLDEN DOME
The FY 2027 Budget fully funds the Golden Dome.
The Budget supports development of game-changing space-based missile defense sensors and interceptors, kinetic and non-kinetic missile defeat and defense capabilities, and enabling technologies for a layered, next-generation homeland missile defense system.
By investing in a layered defense of the homeland from the Nation’s adversaries, this effort keeps Americans safe, while using innovative program management and acquisition approaches to prudently employ taxpayer dollars.
SPACE
The Budget prioritizes funding to secure and defend America’s vital national and economic security interests in, from, and to space.
Space investments encompass eforts in support of the Golden Dome for America, America’s launch infrastructure, and classifed programs.
UNMANNED AND COUNTER-UNMANNED SYSTEMS
To unleash American drone dominance, bolster the American drone manufacturing base, and protect American servicemembers from adversary unmanned systems, the Budget provides unprecedented investments in unmanned and counter-unmanned systems.
This funding would arm America’s military’s combat units with drones while also providing protection against the proliferation of inexpensive and proliferated unmanned systems by near-peer competitors, rogue states, and non-state actors.
This funding would enable innovative contracting approaches that provide fexibility in rapidly maturing technology and delivering a portfolio of capabilities that broaden opportunities for new entrants.
The FY 2027 Budget fully funds the Golden Dome.
The Budget supports development of game-changing space-based missile defense sensors and interceptors, kinetic and non-kinetic missile defeat and defense capabilities, and enabling technologies for a layered, next-generation homeland missile defense system.
By investing in a layered defense of the homeland from the Nation’s adversaries, this effort keeps Americans safe, while using innovative program management and acquisition approaches to prudently employ taxpayer dollars.
SPACE
The Budget prioritizes funding to secure and defend America’s vital national and economic security interests in, from, and to space.
Space investments encompass eforts in support of the Golden Dome for America, America’s launch infrastructure, and classifed programs.
UNMANNED AND COUNTER-UNMANNED SYSTEMS
To unleash American drone dominance, bolster the American drone manufacturing base, and protect American servicemembers from adversary unmanned systems, the Budget provides unprecedented investments in unmanned and counter-unmanned systems.
This funding would arm America’s military’s combat units with drones while also providing protection against the proliferation of inexpensive and proliferated unmanned systems by near-peer competitors, rogue states, and non-state actors.
This funding would enable innovative contracting approaches that provide fexibility in rapidly maturing technology and delivering a portfolio of capabilities that broaden opportunities for new entrants.
👀1
🇨🇭 Global One SI - Prompt
🚨 BREAKING: Artemis II is OFFICIALLY en route to the Moon after leaving Earth's orbit, and the crew is ECSTATIC! PILOT Victor Glover: "The kid inside you just wants to hoot and holler!" 🤣 The translunar injection burn has been successfully and safely executed…
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Pictured: Orion – 30,000 miles above Earth on the Artemis II mission – separating from the rocket's upper stage.
Anduril now has over 400 telescopes around the globe. Advanced space sensing software provides real-time focal plane processing to identify & track objects. Think Sentry Tower software, but for space.
Anduril now has over 400 telescopes around the globe. Advanced space sensing software provides real-time focal plane processing to identify & track objects. Think Sentry Tower software, but for space.
🇨🇭 Global One SI - Prompt
OpenAI President: “I’d say we’re already 70-80% of the way to AGI.” “I think it’s extremely clear that we are going to have AGI within the next couple years.” Most people still think this is something decades away, but the people building it are saying otherwise.…
AI forecasters pulled key AGI milestones forward after updating on recent model progress.
Basically AGI year from 2029 to 2027 in three months.
Basically AGI year from 2029 to 2027 in three months.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
⚠️Governments across Asia are going into emergency mode.
Most people haven't noticed yet...
This chart shows what's actually happening on the ground :
🇵🇭 Philippines 4 days workweek,Price caps and Conservation orders.
🇹🇭 Thailand subsidies, caps, public appeals to stop driving.
🇧🇩 Bangladesh is rationing fuel. Prioritizing agriculture over everything else.
🇮🇳 India export duties reimposed. Refiners ordered to keep LPG at home.
🇰🇷 South Korea , the civil servants banned from driving.
🇵🇰 Pakistan 4 days government workweek.
These are emergency wartime energy policies.
The managed demand destruction I wrote about weeks ago?
It's here across 9 countries simultaneously.
Remember the 2 versions:
📋 Managed governments ask nicely, cap prices, cut workweeks
💥 Unmanaged prices rise until economies break
Most of these countries chose managed.
But managed has limits.
India has 20 days of reserves, Bangladesh is already rationing.
When managed runs out of room unmanaged takes over.
And unmanaged doesn't ask permission.
Most people haven't noticed yet...
This chart shows what's actually happening on the ground :
🇵🇭 Philippines 4 days workweek,Price caps and Conservation orders.
🇹🇭 Thailand subsidies, caps, public appeals to stop driving.
🇧🇩 Bangladesh is rationing fuel. Prioritizing agriculture over everything else.
🇮🇳 India export duties reimposed. Refiners ordered to keep LPG at home.
🇰🇷 South Korea , the civil servants banned from driving.
🇵🇰 Pakistan 4 days government workweek.
These are emergency wartime energy policies.
The managed demand destruction I wrote about weeks ago?
It's here across 9 countries simultaneously.
Remember the 2 versions:
📋 Managed governments ask nicely, cap prices, cut workweeks
💥 Unmanaged prices rise until economies break
Most of these countries chose managed.
But managed has limits.
India has 20 days of reserves, Bangladesh is already rationing.
When managed runs out of room unmanaged takes over.
And unmanaged doesn't ask permission.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This map is what a closed Hormuz looks like at the gas prices around the world
And the worst is yet to come⚠️
Europe is dark red, $7 per gallon.
The same Europe that shut down its nuclear plants.
The same Europe that sanctioned Russian gas.
The same Europe now paying 3x what Americans pay.
🔴 Most of Europe $7+/gallon
🔴 UK, Southern Europe $6-7
🟠 US $4-5 and rising
🟡 Middle East, Russia under $4
Notice something?
The countries paying the least are the ones sitting on their own energy.
Russia, Gulf states, Central Asia.
The countries paying the most are the ones that chose dependency over strategy.
Every climate summit.
Every nuclear shutdown.
Every pipeline cancellation.
It all ends up here in the price per gallon ordinary families pay every week.
Germany chose wind over nuclear.
Europe chose ideology over energy security.
The pump only knows supply and demand.
And right now demand is everywhere.... Supply is burning in the Gulf🔥
And the worst is yet to come⚠️
Europe is dark red, $7 per gallon.
The same Europe that shut down its nuclear plants.
The same Europe that sanctioned Russian gas.
The same Europe now paying 3x what Americans pay.
🔴 Most of Europe $7+/gallon
🔴 UK, Southern Europe $6-7
🟠 US $4-5 and rising
🟡 Middle East, Russia under $4
Notice something?
The countries paying the least are the ones sitting on their own energy.
Russia, Gulf states, Central Asia.
The countries paying the most are the ones that chose dependency over strategy.
Every climate summit.
Every nuclear shutdown.
Every pipeline cancellation.
It all ends up here in the price per gallon ordinary families pay every week.
Germany chose wind over nuclear.
Europe chose ideology over energy security.
The pump only knows supply and demand.
And right now demand is everywhere.... Supply is burning in the Gulf🔥
🇨🇭 Global One SI - Prompt
Absolutely 100% correct. Brent Johnson said it brilliantly yesterday, "The U.S. is transitioning from a Democratic Republic to a 'Technocratic' Empire the same way the Roman Republic transitioned to the Roman Empire." That's why this global conflict will…
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The numbers are out. The 🇺🇸 United States is burning through $2B per day on the Iran war 🇮🇷
The financial burden of waging this war is anywhere between 80x and 200x higher than Iran.
The financial burden of waging this war is anywhere between 80x and 200x higher than Iran.
🇨🇭 Global One SI - Prompt
Pictured: Orion – 30,000 miles above Earth on the Artemis II mission – separating from the rocket's upper stage. Anduril now has over 400 telescopes around the globe. Advanced space sensing software provides real-time focal plane processing to identify &…
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NASA has launched a website where you can follow the Artemis II mission to the Moon in real time 👩🚀
Absolutely amazing.
Link 🔗 www.nasa.gov/missions/artemis-ii/arow/
Absolutely amazing.
Link 🔗 www.nasa.gov/missions/artemis-ii/arow/
🇨🇭 Global One SI - Prompt
🇮🇷 Iran doesn’t need a massive navy to control the Strait of Hormuz, it built that control through its islands. Kharg Island is the center of everything: up to 90% of Iran’s oil exports move through it, with storage tanks and loading terminals feeding the…
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It's clear now, the U.S. will invade Qeshm Island to stop Iran from transiting oil tankers for a fee of $1 per barrel in Yuan.
This massive island has been prepared by the Iranians for this exact scenario. Think mines, troops, bunkers.
The U.S. is aware of this and plans for this first invasion to fail, forcing Europe, Australia, Japan, etc. to be drawn into the war due to chronic energy and fertilizer shortages.
This massive island has been prepared by the Iranians for this exact scenario. Think mines, troops, bunkers.
The U.S. is aware of this and plans for this first invasion to fail, forcing Europe, Australia, Japan, etc. to be drawn into the war due to chronic energy and fertilizer shortages.
🇨🇭 Global One SI - Prompt
It's clear now, the U.S. will invade Qeshm Island to stop Iran from transiting oil tankers for a fee of $1 per barrel in Yuan. This massive island has been prepared by the Iranians for this exact scenario. Think mines, troops, bunkers. The U.S. is aware…
Breakdown of national dependency on oil imports from the Strait of Hormuz.
Not good for 🇯🇵 Japan, 🇰🇷 South Korea, 🇹🇼 Taiwan, 🇸🇬 Singapore and 🇮🇳 India. Their economies basically collapse if the Strait remains closed or the U.S. blocks exports.
Not good for 🇯🇵 Japan, 🇰🇷 South Korea, 🇹🇼 Taiwan, 🇸🇬 Singapore and 🇮🇳 India. Their economies basically collapse if the Strait remains closed or the U.S. blocks exports.