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.
$BABA $TSLA $SERV $PONY $MBLY | Suzhou Leaderdrive profits doubled in 2025 as the humanoid "Gold Rush" intensifies.
With a new North American JV to supply Tesla and Figure AI, and a dominant 40% domestic market share, the Zuo brothers are the new kings of AI robotics.
With a new North American JV to supply Tesla and Figure AI, and a dominant 40% domestic market share, the Zuo brothers are the new kings of AI robotics.
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“Are you concerned about insider trading on these prediction markets re: the war?”
TRUMP: “The world is a casino. It is what it is.” 🤷🏼
And there you have it, folks!
TRUMP: “The world is a casino. It is what it is.” 🤷🏼
And there you have it, folks!
✍1
$SKLZ may have just found support 👀
After the -30% flush, price is now stabilizing around a key level.
→ Selling pressure cooling
→ Buyers starting to step in
→ Volume still active
This is where things get interesting…
If this level holds → bounce potential is real
If it breaks → more downside opens
I’m watching for confirmation, not guessing.
After the -30% flush, price is now stabilizing around a key level.
→ Selling pressure cooling
→ Buyers starting to step in
→ Volume still active
This is where things get interesting…
If this level holds → bounce potential is real
If it breaks → more downside opens
I’m watching for confirmation, not guessing.
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📁 Sundar Pichai, CEO of Google, says the shift is no longer using AI.
It is delegating.
75% of code is already written by AI.
Engineers now orchestrate agents.
It is delegating.
75% of code is already written by AI.
Engineers now orchestrate agents.
Big Tech is replacing part of its hiring engine with GPUs.
Firms now see many office tasks as software problems, where a model plus chips can handle drafting, coding, support, search, and internal analysis with fewer people in the loop.
That pushes demand away from broad entry-level and general IT roles and toward narrower jobs tied to model building, deployment, data systems, and revenue-critical work.
The startup version is even sharper, because investors now reward small teams that reach $ 50M in revenue with 10 employees instead of the older software model that needed far larger staffs.
Firms now see many office tasks as software problems, where a model plus chips can handle drafting, coding, support, search, and internal analysis with fewer people in the loop.
That pushes demand away from broad entry-level and general IT roles and toward narrower jobs tied to model building, deployment, data systems, and revenue-critical work.
The startup version is even sharper, because investors now reward small teams that reach $ 50M in revenue with 10 employees instead of the older software model that needed far larger staffs.
High-Momentum Leaders: 30 Stocks Showing Expanding Relative Strength (>5% ADR)
$CORZ – Software Infrastructure
$POET – Semiconductors
$ARM – Semiconductors
$CRDO – Semiconductors
$SMTC – Semiconductors
$RMBS – Semiconductors
$GFS – Semiconductors
$ALAB – Semiconductors
$MRVL – Semiconductors
$NVTS – Semiconductors
$MU – Semiconductors
$INTC – Semiconductors
$AEHR – Semiconductor Equipment
$COHR – Scientific Instruments
$CRML – Metals & Mining
$USAR – Metals & Mining
$KEEL – IT Services
$APLD – IT Services
$TTMI – Electronic Components
$BE – Electrical Equipment
$PLUG – Electrical Equipment
$OGN – Drug Manufacturers
$WDC – Computer Hardware
$SNDK – Computer Hardware
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$HUT – Capital Markets
$RIOT – Capital Markets
$CLSK – Capital Markets
$IREN – Capital Markets
$CORZ – Software Infrastructure
$POET – Semiconductors
$ARM – Semiconductors
$CRDO – Semiconductors
$SMTC – Semiconductors
$RMBS – Semiconductors
$GFS – Semiconductors
$ALAB – Semiconductors
$MRVL – Semiconductors
$NVTS – Semiconductors
$MU – Semiconductors
$INTC – Semiconductors
$AEHR – Semiconductor Equipment
$COHR – Scientific Instruments
$CRML – Metals & Mining
$USAR – Metals & Mining
$KEEL – IT Services
$APLD – IT Services
$TTMI – Electronic Components
$BE – Electrical Equipment
$PLUG – Electrical Equipment
$OGN – Drug Manufacturers
$WDC – Computer Hardware
$SNDK – Computer Hardware
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$HUT – Capital Markets
$RIOT – Capital Markets
$CLSK – Capital Markets
$IREN – Capital Markets