🇨🇭 Global One SI - Prompt
We built mirrors to see ourselves. Then we invented filters to avoid what they revealed.
Don't reshape your mind to fit the room. Find a room that fits your mind.
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Satellite images now confirm damage to a warehouse inside the US 5th Fleet support area in Bahrain.
That is the same 5th Fleet that polices the Strait of Hormuz, per the naval chokepoints table.
This is a direct hit on American logistics in one of its most important naval hubs in the Gulf.
The war has now touched US infrastructure directly.
That is the same 5th Fleet that polices the Strait of Hormuz, per the naval chokepoints table.
This is a direct hit on American logistics in one of its most important naval hubs in the Gulf.
The war has now touched US infrastructure directly.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
South Africa is building strategic oil reserves for the first time since apartheid.
1970s:
→ UN sanctions over apartheid cut South Africa off from global oil markets
→ Forced the construction of the 45 million barrel Saldanha Bay storage hub on the Atlantic coast
Now:
→ First reserve build-up since then
→ Part of a broader wave of African nations adding buffers against supply shocks
It took a global embargo to build this reserve the first time. It's taking Hormuz to refill it.
1970s:
→ UN sanctions over apartheid cut South Africa off from global oil markets
→ Forced the construction of the 45 million barrel Saldanha Bay storage hub on the Atlantic coast
Now:
→ First reserve build-up since then
→ Part of a broader wave of African nations adding buffers against supply shocks
It took a global embargo to build this reserve the first time. It's taking Hormuz to refill it.
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🇨🇭 Global One SI - Prompt
"Never play fair in a game where others cheat." Machiavelli
The only rule worth keeping is the one your opponent never thought to break.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Decoupling from China's financing of batteries, chips, and critical minerals would take a scale of investment nobody has actually budgeted for.
That is the real question hanging over the whole trade war.
But LNG is not that problem.
It does not require replacing Chinese capital, subsidizing new factories, or rebuilding a supply chain from zero.
The infrastructure is already being built with private capital, and China needs the molecule regardless.
That is why LNG is the sharper lever, not the harder one.
That is the real question hanging over the whole trade war.
But LNG is not that problem.
It does not require replacing Chinese capital, subsidizing new factories, or rebuilding a supply chain from zero.
The infrastructure is already being built with private capital, and China needs the molecule regardless.
That is why LNG is the sharper lever, not the harder one.
🇨🇭 Global One SI - Prompt
US strikes just hit Iranian military sites on Qeshm Island, Iran's largest island in the Persian Gulf and the anchor for its coastal defense, radar, and naval assets near Hormuz. Earlier strikes looked restrained. These look methodical. Deliberate targeting…
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What Island are you raiding this morning?
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🇨🇭 Global One SI - Prompt
Today I Feel Rich
🇦🇷 Argentina's Peso collapsing to a whole new dimension: down 99.7% since 2010
I guess the economy is not as easy to rig as the FIFA World Cup 😅
I guess the economy is not as easy to rig as the FIFA World Cup 😅
🛢WTI, Brent Crude Oil, NGAS Trading 📊
A Rosneft refinery that supplies fuel to Russian military operations is now on fire. Ukrainian drones targeted the AVT-5 and AVT-6 processing units, the same facility already knocked offline for weeks after a May strike. Annual capacity: 8 to 9 million tons.…
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Ukrainian drones just hit an oil refinery in Mikhaylovsk, southern Russia.
That is refineries, tankers, depots, and runways, all hit in a single week. It is a campaign with a target list.
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🇨🇭 Global One SI - Prompt
What Island are you raiding this morning?
The western jetty pumping station and multiple pipelines, with fires visible on NASA satellite imagery.
Every strike this week hit military and naval targets. This is different.
Kharg is Iran's primary oil export terminal. Hitting it does not just raise the risk premium. It removes barrels.
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🇨🇭 Global One SI - Prompt
Apple's M7 Ultra chip coming in 2029 is rumored to support 1.5TB of RAM. This would make the processor much more capable for on-device AI.
Apple may lose the AI model race, but they could still win the hardware race.
Others will build the smartest models. Apple will sell the machines people actually run them on.
Local AI could become their biggest advantage.
Others will build the smartest models. Apple will sell the machines people actually run them on.
Local AI could become their biggest advantage.
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