Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Nobody noticed these 2 clocks are the same clock.
🕐 Clock 1: Lufthansa just canceled 20,000 flights.
Jet fuel doubled since February 28.
Europe NW spot: $750 → $1,900/tonne.
🕐 Clock 2: IEA, April 16
"Europe has 6 weeks of jet fuel left."
Six weeks = May 28.
Trump might didn't extend the ceasefire to de-escalate.
but to let both clocks run.
For Europe no summer tourism season?
Multiple refineries damaged right now are about to get very interesting.
🕐 Clock 1: Lufthansa just canceled 20,000 flights.
Jet fuel doubled since February 28.
Europe NW spot: $750 → $1,900/tonne.
🕐 Clock 2: IEA, April 16
"Europe has 6 weeks of jet fuel left."
Six weeks = May 28.
Trump might didn't extend the ceasefire to de-escalate.
but to let both clocks run.
For Europe no summer tourism season?
Multiple refineries damaged right now are about to get very interesting.
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Who did this lmao 😂
Nuclear isn't a technology problem.
It's an industrial one.
France proved it in the 1970s 56 reactors in 15 years.
South Korea refined it in the 2000s.
China is executing it today multiple reactors under construction simultaneously.
The West forgot how.
Deploying 50-100+ reactors in Europe requires 5 systems working in sync:
🏭 Factories producing nuclear-grade components at volume
👷 Skilled engineering + construction workforce pipeline takes decades
⛽ Resilient fuel supply chains not dependent on Russia
📋 Long-horizon policy stability 20+ year commitments
💰 Capital aligned to infrastructure cycles not quarterly earnings
Now connect it to today:
Hormuz blocked.
Gas prices spiking
Europe told to "use less energy."
Japan investing $40 B in US small modular reactors.
The countries that can rebuild nuclear industrial ecosystems won't just solve climate.
They'll solve energy security.
Forever.
France didn't build 56 reactors with better technology.
It built them with industrial discipline.
That's the lesson Europe forgot.
And the one it desperately needs to relearn
It's an industrial one.
France proved it in the 1970s 56 reactors in 15 years.
South Korea refined it in the 2000s.
China is executing it today multiple reactors under construction simultaneously.
The West forgot how.
Deploying 50-100+ reactors in Europe requires 5 systems working in sync:
🏭 Factories producing nuclear-grade components at volume
👷 Skilled engineering + construction workforce pipeline takes decades
⛽ Resilient fuel supply chains not dependent on Russia
📋 Long-horizon policy stability 20+ year commitments
💰 Capital aligned to infrastructure cycles not quarterly earnings
Now connect it to today:
Hormuz blocked.
Gas prices spiking
Europe told to "use less energy."
Japan investing $40 B in US small modular reactors.
The countries that can rebuild nuclear industrial ecosystems won't just solve climate.
They'll solve energy security.
Forever.
France didn't build 56 reactors with better technology.
It built them with industrial discipline.
That's the lesson Europe forgot.
And the one it desperately needs to relearn
Almost $800 billion wiped from US stocks in 50 minutes after reports that Iran's top negotiator Ghalibaf has resigned from the peace talks.
Israeli channel N12 reports the IRGC intervened and forced Ghalibaf out signaling hardliners have taken control of Iran's negotiation process.
WTI oil surged to $98, up 15% this week. S&P 500 and Nasdaq are at day lows. Russell 2000 dropped from 2,795 to 2,749.
The man leading peace talks for Iran just walked away. Oil is pricing in war resuming.
Israeli channel N12 reports the IRGC intervened and forced Ghalibaf out signaling hardliners have taken control of Iran's negotiation process.
WTI oil surged to $98, up 15% this week. S&P 500 and Nasdaq are at day lows. Russell 2000 dropped from 2,795 to 2,749.
The man leading peace talks for Iran just walked away. Oil is pricing in war resuming.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The world is adding more energy
Here's what actually met the demand:
☀️ Solar PV: 27%
⛽ Natural gas: 17%
🛢️ Oil: 15%
♻️ Solid bioenergy: 13%
💨 Wind: 9%
⚫ Coal: 9%
Solar is winning.
But gas and oil together? Still 32%.
Fossil fuels are still doing the heavy lifting.
Both things are true simultaneously
Source: IEA 2025
Here's what actually met the demand:
☀️ Solar PV: 27%
⛽ Natural gas: 17%
🛢️ Oil: 15%
♻️ Solid bioenergy: 13%
💨 Wind: 9%
⚫ Coal: 9%
Solar is winning.
But gas and oil together? Still 32%.
Fossil fuels are still doing the heavy lifting.
Both things are true simultaneously
Source: IEA 2025
Gulf and Asian nations are lining up for dollar swap lines.
The UAE already made an informal request.
Nobody asked them to.
They came voluntarily.
This is how dollar dominance actually works.
Not through force.
Not through sanctions.
Through fear.
When oil flows break down , they need dollars.
When shipping routes get dicey , they need dollars.
When war premiums spike , they need dollars.
De-dollarization is a conference room idea.
A crisis is a different conversation.
SWIFT share just hit 51.1% all time record.
Gulf states are requesting swap lines.
Every sanctioned barrel is valued in dollars.
The dollar doesn't chase the world.
The world comes to it.
The UAE already made an informal request.
Nobody asked them to.
They came voluntarily.
This is how dollar dominance actually works.
Not through force.
Not through sanctions.
Through fear.
When oil flows break down , they need dollars.
When shipping routes get dicey , they need dollars.
When war premiums spike , they need dollars.
De-dollarization is a conference room idea.
A crisis is a different conversation.
SWIFT share just hit 51.1% all time record.
Gulf states are requesting swap lines.
Every sanctioned barrel is valued in dollars.
The dollar doesn't chase the world.
The world comes to it.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
⛽️Gasoline is exploding globally
Some countries +100% in weeks📈
And this map shows something most people still miss👇
This is a refining + demand shock happening at the same time.
📊 What the data shows
Since the Iran war started:
• 🇲🇲 Myanmar: +101%
• 🇵🇭 Philippines: +72%
• 🇲🇾 Malaysia: +68%
• 🇺🇸 United States: +35%
• 🇨🇦 Canada: +28%
Southeast Asia is getting hit the hardest and even developed markets are not immune
People look at oil but the market is pricing refined products.
🔥 Refineries, while crude supply is under pressure:
• Gulf refineries have been damaged or forced offline
• Hormuz is disrupted
• Insurance + freight costs are surging
The Result is less gasoline, diesel, jet fuel reaching the market
Crude can sit in storage.
Refined products cannot.
When refineries stop:
• No gasoline → immediate shortage
• No diesel → transport costs explode
• No jet fuel → aviation chains break
This is why pump prices move faster than oil
This is also a refining crisis layered on top of a supply shock
And that’s far more dangerous.
Because even if oil flows resume refineries don’t restart overnight.
Which system breaks first supply, refining, or demand?
Some countries +100% in weeks📈
And this map shows something most people still miss👇
This is a refining + demand shock happening at the same time.
📊 What the data shows
Since the Iran war started:
• 🇲🇲 Myanmar: +101%
• 🇵🇭 Philippines: +72%
• 🇲🇾 Malaysia: +68%
• 🇺🇸 United States: +35%
• 🇨🇦 Canada: +28%
Southeast Asia is getting hit the hardest and even developed markets are not immune
People look at oil but the market is pricing refined products.
🔥 Refineries, while crude supply is under pressure:
• Gulf refineries have been damaged or forced offline
• Hormuz is disrupted
• Insurance + freight costs are surging
The Result is less gasoline, diesel, jet fuel reaching the market
Crude can sit in storage.
Refined products cannot.
When refineries stop:
• No gasoline → immediate shortage
• No diesel → transport costs explode
• No jet fuel → aviation chains break
This is why pump prices move faster than oil
This is also a refining crisis layered on top of a supply shock
And that’s far more dangerous.
Because even if oil flows resume refineries don’t restart overnight.
Which system breaks first supply, refining, or demand?
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"If you really want to make money, found an agentic AI company.
I mean, build an agent to do something. This is the agentic period in AI. Everyone's going to build agents. The agents are all going to compete."
~ Eric Schmidt, Ex Google CEO.
I mean, build an agent to do something. This is the agentic period in AI. Everyone's going to build agents. The agents are all going to compete."
~ Eric Schmidt, Ex Google CEO.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨Trump on Iran: If they don’t get their oil moving, their whole oil infrastructure is going to explode.
Because they have no place to store it.
Because they have no place to store it.
🇨🇭 Global One SI - Prompt
$NEE/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Scotiabank raises NextEra Energy $NEE price target to $110, reiterating Sector Outperform.
Driven by a massive Q1 beat and surging hyperscaler demand for nuclear and renewables, the firm remains the premier play for the AI power supercycle.
Driven by a massive Q1 beat and surging hyperscaler demand for nuclear and renewables, the firm remains the premier play for the AI power supercycle.