Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The world's largest company outside the US is an oil firm.
And it's sitting right next to a blocked strait.
🛢️ Energy giants in the top 30 non-US companies:
🇸🇦 Saudi Aramco $1.78T n.1 in the world
🇨🇳 PetroChina $336B n.10
🇬🇧 Shell $265B n.19
Combined over $2.3 trillion in market cap.
All 3 directly exposed to Hormuz.
All three bleeding every day the strait stays closed.
Aramco: 700K bpd knocked offline by Iranian strikes
PetroChina: buying sanctioned Russian LNG through backdoors
Shell: rerouting tankers around Africa at 2x the cost
The Hormuz crisis isn't just a geopolitical story.
It's a $2.3 trillion balance sheet problem
And it's sitting right next to a blocked strait.
🛢️ Energy giants in the top 30 non-US companies:
🇸🇦 Saudi Aramco $1.78T n.1 in the world
🇨🇳 PetroChina $336B n.10
🇬🇧 Shell $265B n.19
Combined over $2.3 trillion in market cap.
All 3 directly exposed to Hormuz.
All three bleeding every day the strait stays closed.
Aramco: 700K bpd knocked offline by Iranian strikes
PetroChina: buying sanctioned Russian LNG through backdoors
Shell: rerouting tankers around Africa at 2x the cost
The Hormuz crisis isn't just a geopolitical story.
It's a $2.3 trillion balance sheet problem
🇨🇭 Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI 📈 Trading Analysis Report 🔍 Summary Insights: • Trend: Range-Bound • Volatility: Medium • Volume: Medium • Market Sentiment: Neutral • Confidence Score: 0.75 🎯 Game Plan: Chart…
Cantor reiterates Overweight on $RKLB Rocket Lab with a $85 price target.
Analyst cites a record $1.85B backlog and 100% mission success as a dominant moat. With a $474M cash injection and Mynaric deal, Rocket Lab is scaling the global space supercycle.
Analyst cites a record $1.85B backlog and 100% mission success as a dominant moat. With a $474M cash injection and Mynaric deal, Rocket Lab is scaling the global space supercycle.
🇨🇭 Global One SI - Prompt
$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Ondas $ONDS secures a $68M initial order for its $140M defense program.
Partnering with INDO Earth Moving, Ondas is deploying AI driven autonomous heavy vehicles for multi domain combat. Deliveries start Q4 2026.
Partnering with INDO Earth Moving, Ondas is deploying AI driven autonomous heavy vehicles for multi domain combat. Deliveries start Q4 2026.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$BATL $COP $OXY $XOM $CVX | Oil price tops $100 a barrel as U.S. Navy begins a blockade of Iranian ports following failed peace talks in Islamabad.
U.S. Central Command is interdicting vessels paying tolls to Iran, while Trump warns of "overwhelming retaliation."
U.S. Central Command is interdicting vessels paying tolls to Iran, while Trump warns of "overwhelming retaliation."
🇨🇭 Global One SI - Prompt
$UNH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
RBC reiterates Outperform on UnitedHealth $UNH with a $361 price target.
Analyst sees a strong setup for Q1 earnings as pricing discipline and the better than expected CMS 2027 rate update signal a margin recovery. UnitedHealth is rebaselining for the next cycle.
Analyst sees a strong setup for Q1 earnings as pricing discipline and the better than expected CMS 2027 rate update signal a margin recovery. UnitedHealth is rebaselining for the next cycle.
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NASA’s Europa Clipper Explores Hidden Oceans for Signs of Life
$ALMU - The EARLY $LWLG 🔥
Aeluma just secured over $4M in new U.S. Government contracts for quantum materials and lasers.
Huge de-risking: New manufacturing partnerships with Tower Semiconductor $TSEM and Sumitomo Chemical Advanced Technology for wafer production & fabrication.
Prime location advantage:
Headquartered in Goleta, CA (next to UCSB), right in California’s booming photonics & quantum hub.
Surrounded by major players like:
$GOOG Quantum AI
Nexus Photonics
Atomica
Aeluma just secured over $4M in new U.S. Government contracts for quantum materials and lasers.
Huge de-risking: New manufacturing partnerships with Tower Semiconductor $TSEM and Sumitomo Chemical Advanced Technology for wafer production & fabrication.
Prime location advantage:
Headquartered in Goleta, CA (next to UCSB), right in California’s booming photonics & quantum hub.
Surrounded by major players like:
$GOOG Quantum AI
Nexus Photonics
Atomica
#oil
🇺🇸 🇮🇷 Donald Trump:
▪About Iran: The other side contacted us, they really want to make a deal.
▪I think Iran will agree to settle differences over the nuclear program..
▪The stumbling block in negotiations with Iran was the nuclear issue.
▪The blockade has already begun.
▪If Iran does not agree to give up nuclear weapons, there will be no deal.
▪Iran cannot blackmail or extort money from the whole world.
▪About the countries that will help in the Strait of Hormuz: details tomorrow.
▪Many ships are heading to the USA to load oil.
▪The schedule of actions against Iran has not changed. There are no military actions now.
▪It will be unpleasant if Iran does not sign an agreement within 2 weeks.
▪I want the war in Iran to end.
▪About the blockade: oil companies will thrive both there and here.
❗️Maybe we will visit Cuba after we finish with Iran.
The Atlantic: The next round of direct negotiations between Iran and the USA will take place in Islamabad on Thursday (April 16).
▪About Iran: The other side contacted us, they really want to make a deal.
▪I think Iran will agree to settle differences over the nuclear program..
▪The stumbling block in negotiations with Iran was the nuclear issue.
▪The blockade has already begun.
▪If Iran does not agree to give up nuclear weapons, there will be no deal.
▪Iran cannot blackmail or extort money from the whole world.
▪About the countries that will help in the Strait of Hormuz: details tomorrow.
▪Many ships are heading to the USA to load oil.
▪The schedule of actions against Iran has not changed. There are no military actions now.
▪It will be unpleasant if Iran does not sign an agreement within 2 weeks.
▪I want the war in Iran to end.
▪About the blockade: oil companies will thrive both there and here.
❗️Maybe we will visit Cuba after we finish with Iran.
The Atlantic: The next round of direct negotiations between Iran and the USA will take place in Islamabad on Thursday (April 16).
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
President Trump said 34 ships moved through the Strait of Hormuz yesterday which is the highest number since the closure began.
He framed it as a sign that traffic through the strait is starting to normalize.
He framed it as a sign that traffic through the strait is starting to normalize.