Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Are we running out of oil?
Short answer: No
But we are running out of accessible supply.
The signal is in the flows:
• Asia gets hit first → highest dependence on Hormuz
• Europe follows → already tight in products
• The shock moves at tanker speed
This isn’t a resource problem.
It’s a logistics + refining bottleneck
Crude exists but it can’t move, refine, or reach end fast enough
⚠️ What comes next?
• Physical tightness → spreads blow out
• Products spike > crude
• Then demand destruction kicks in
We’re not “running out of oil”
We’re running into a system constraint
And those are what drive the most violent price moves.
Short answer: No
But we are running out of accessible supply.
The signal is in the flows:
• Asia gets hit first → highest dependence on Hormuz
• Europe follows → already tight in products
• The shock moves at tanker speed
This isn’t a resource problem.
It’s a logistics + refining bottleneck
Crude exists but it can’t move, refine, or reach end fast enough
⚠️ What comes next?
• Physical tightness → spreads blow out
• Products spike > crude
• Then demand destruction kicks in
We’re not “running out of oil”
We’re running into a system constraint
And those are what drive the most violent price moves.
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🚨 Do you understand what Trump just did that no other president has had the guts to do..
he went on Fox News and gave Iran TWO paths.. a deal by Monday or "blowing everything up"..
the media is calling it "unhinged".. it's the opposite..
> Obama gave Iran $150B in sanctions relief.. they used it to fund Hezbollah and accelerate enrichment..
> Biden watched Iran creep to 60% enrichment and did NOTHING..
> the JCPOA gave Iran a pathway to a bomb with a 15-year sunset clause.. everybody knew it.. Trump tore it up because it was a TIMER not a solution..
connect the dots..
> he's offered a 15-point ceasefire — Iran rejected it.. proving THEY don't want peace..
> he gave a 48-hour ultimatum — Iran ignored it.. proving THEY are the aggressors..
> he granted amnesty to their negotiators — proving HE wants diplomacy to work..
> he threatened "Power Plant Day" — proving the consequences are real if they refuse..
every step has been Iran saying no and Trump giving them ONE more chance..
the system that let Iran play games for 40 years is the same system calling Trump "dangerous".. because he's the first president who won't play along..
he went on Fox News and gave Iran TWO paths.. a deal by Monday or "blowing everything up"..
the media is calling it "unhinged".. it's the opposite..
> Obama gave Iran $150B in sanctions relief.. they used it to fund Hezbollah and accelerate enrichment..
> Biden watched Iran creep to 60% enrichment and did NOTHING..
> the JCPOA gave Iran a pathway to a bomb with a 15-year sunset clause.. everybody knew it.. Trump tore it up because it was a TIMER not a solution..
connect the dots..
> he's offered a 15-point ceasefire — Iran rejected it.. proving THEY don't want peace..
> he gave a 48-hour ultimatum — Iran ignored it.. proving THEY are the aggressors..
> he granted amnesty to their negotiators — proving HE wants diplomacy to work..
> he threatened "Power Plant Day" — proving the consequences are real if they refuse..
every step has been Iran saying no and Trump giving them ONE more chance..
the system that let Iran play games for 40 years is the same system calling Trump "dangerous".. because he's the first president who won't play along..
🇨🇭 Global One SI - Prompt
Citadel CEO Ken Griffin says "AI is only hype. You're not going to generate this kind of spend unless you're going to make a promise that you're going to profoundly change the world." But, AI is actually already "profoundly changing the world".
Ken Griffin says AI is the most overhyped tech cycle he has ever seen.
Most of Wall Street still doesn't understand where we are headed.
They aren't aware that there'll be no more manual coding.
They aren't aware that somebody made a cancer vaccine for his dog using AI.
They aren't aware that somebody created a billion-dollar company completely alone, using just AI tools.
They still don't see the potential and where we are headed.
Most of Wall Street still doesn't understand where we are headed.
They aren't aware that there'll be no more manual coding.
They aren't aware that somebody made a cancer vaccine for his dog using AI.
They aren't aware that somebody created a billion-dollar company completely alone, using just AI tools.
They still don't see the potential and where we are headed.
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The Space Bottleneck: Optical ground infrastructure.
- "The industry has built roughly 10 percent of the optical ground infrastructure"
Now, who are the beneficiaries?
- $EOS.ASX (operating stations at Mt. Stromlo equipped with "adaptive optics.")
- $SKPJF (TYO: 9412) | $NTTYY | Space Compass is JV with NTT and satellite operator SKY Perfect JSAT
- $SGBAF - Works with Cailabs to for terrestrial optical terminals
- $SAFRY - Manufacturer of the optical ground stations
Then if it fails fallback would be names like:
$VSAT, $GILT
Analysis states that if the optical mesh fails due to clouds or lack of stations, the architecture "falls back to Ka-band RF links".
-> Near term capital flows to Relay Providers (Kepler, Space Compass, General Atomics).
-> Long term structural winners will be the photonics hardware manufacturers (Cailabs, Safran).
-> Then companies like SpaceX wins by default. Many are private.
"This infrastructure deficit is no longer just an engineering problem but a direct threat to a major White House [Golden Dome] policy objective"
Orbital laser communications market are hard-capped until physical ground infra scales, hence the current bottleneck.
But not quite sure if capex is to the scale of hyperscaler AI buildouts yet to benefit these companies enough.
- "The industry has built roughly 10 percent of the optical ground infrastructure"
Now, who are the beneficiaries?
- $EOS.ASX (operating stations at Mt. Stromlo equipped with "adaptive optics.")
- $SKPJF (TYO: 9412) | $NTTYY | Space Compass is JV with NTT and satellite operator SKY Perfect JSAT
- $SGBAF - Works with Cailabs to for terrestrial optical terminals
- $SAFRY - Manufacturer of the optical ground stations
Then if it fails fallback would be names like:
$VSAT, $GILT
Analysis states that if the optical mesh fails due to clouds or lack of stations, the architecture "falls back to Ka-band RF links".
-> Near term capital flows to Relay Providers (Kepler, Space Compass, General Atomics).
-> Long term structural winners will be the photonics hardware manufacturers (Cailabs, Safran).
-> Then companies like SpaceX wins by default. Many are private.
"This infrastructure deficit is no longer just an engineering problem but a direct threat to a major White House [Golden Dome] policy objective"
Orbital laser communications market are hard-capped until physical ground infra scales, hence the current bottleneck.
But not quite sure if capex is to the scale of hyperscaler AI buildouts yet to benefit these companies enough.
This data is something...
"Tech job openings have rebounded sharply in 2026, challenging the popular narrative that AI is wiping out engineering roles.
Data from TrueUp, a tech hiring analytics firm, shows more than 67,000 software engineering job openings, the highest level in over three years. Listings have roughly doubled since a trough in mid-2023."
Recent graduates still feel stuck because companies want fewer beginners and more people who can produce quickly, so entry-level pain can rise even while total hiring rises.
Business Insider reports
"Tech job openings have rebounded sharply in 2026, challenging the popular narrative that AI is wiping out engineering roles.
Data from TrueUp, a tech hiring analytics firm, shows more than 67,000 software engineering job openings, the highest level in over three years. Listings have roughly doubled since a trough in mid-2023."
Recent graduates still feel stuck because companies want fewer beginners and more people who can produce quickly, so entry-level pain can rise even while total hiring rises.
Business Insider reports
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Jensen Huang at GTC 2026.
"Historically technology always made us busier. PCs, internet, Mobiles all made us busier.
Many companies don't have enough labor. Robots will fill in that gap. As a result all of our country's economy will grow."
"Historically technology always made us busier. PCs, internet, Mobiles all made us busier.
Many companies don't have enough labor. Robots will fill in that gap. As a result all of our country's economy will grow."
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Inflation: Today vs 1970s
People assume inflation just spikes up, but it comes in waves. With every downward correction, people think the pain is over, just to be smacked in the face by the next inflationary surge.
Those who knew what’s coming made life-changing money, while those who failed to do so lost fortunes.
People assume inflation just spikes up, but it comes in waves. With every downward correction, people think the pain is over, just to be smacked in the face by the next inflationary surge.
Those who knew what’s coming made life-changing money, while those who failed to do so lost fortunes.
✍1
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Scientists at EPFL have developed a robotic hand with two thumbs and a reversible palm for versatile gripping.
The hand can detach, crawl on its own, and pick up objects that are hard to reach.
It can handle multiple items at once and perform tasks that usually need two human hands, making it useful for industry and rescue work.
The hand can detach, crawl on its own, and pick up objects that are hard to reach.
It can handle multiple items at once and perform tasks that usually need two human hands, making it useful for industry and rescue work.