π’WTI, Brent Crude Oil, NGAS Trading π
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.β¦
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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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π₯1
π¨π 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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π¨π 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.
β1
Russia seized over 700 million euros in European bank assets.
Now those banks are suing their own contractor over it.
Russian courts seized about 463 million euros from UniCredit and 260 million from Deutsche Bank, tied to guarantees on Linde's collapsed Ust-Luga gas project
Commerzbank and German state banks lost tens of millions more
UniCredit and Deutsche Bank are now suing Linde in Frankfurt, demanding it cover what Russian courts seized from them
Linde already got hit with a roughly 1 billion euro Russian court order, despite an arbitration clause
The sanctions bill is working through Western courts now.
Someone still pays it, they're fighting over who.
Now those banks are suing their own contractor over it.
Russian courts seized about 463 million euros from UniCredit and 260 million from Deutsche Bank, tied to guarantees on Linde's collapsed Ust-Luga gas project
Commerzbank and German state banks lost tens of millions more
UniCredit and Deutsche Bank are now suing Linde in Frankfurt, demanding it cover what Russian courts seized from them
Linde already got hit with a roughly 1 billion euro Russian court order, despite an arbitration clause
The sanctions bill is working through Western courts now.
Someone still pays it, they're fighting over who.
π¨π³China's newest rocket burns LNG-derived methane. π·πΊNow Russia's does too.
Roscosmos is building Amur-LNG, a reusable first stage rocket running on liquid oxygen and LNG, explicitly compared to SpaceX's Falcon.
Same fuel choice, 2 separate space programs, both racing to catch an American company.
Gas is not a legacy fuel anymore. It is the propellant of the next space race.
Roscosmos is building Amur-LNG, a reusable first stage rocket running on liquid oxygen and LNG, explicitly compared to SpaceX's Falcon.
Same fuel choice, 2 separate space programs, both racing to catch an American company.
Gas is not a legacy fuel anymore. It is the propellant of the next space race.
πΊπΈ Donald Trump: A government shutdown in the US is possible in September if the filibuster is not abolished.
βͺοΈOther statements by the US President:
β’ We are taking control of the Strait of Hormuz. Iran has nothing left. I will be the guardian of the Strait of Hormuz.
β’ The costs of protecting the strait must be reimbursed. We will be paid for protecting the Strait of Hormuz.
β’ The leaders of Iran are professional negotiators, but Iran has gained nothing from me.
β’ We had a deal, but Iran violated it.
β’ Last night, we launched a powerful strike against Iran. The US is preparing new, tougher strikes.
β’ Iran was "just minutes" away from creating nuclear weapons.
βͺοΈSenior advisor to the Supreme Leader of Iran:
β’ Iran will defend the Strait of Hormuz to the end.
β’ There is no place for relinquishing control of the Strait of Hormuz in the mind of any true Iranian.
Filibuster: A procedure in the US Senate that allows for the delay or blocking of legislation.
βͺοΈOther statements by the US President:
β’ We are taking control of the Strait of Hormuz. Iran has nothing left. I will be the guardian of the Strait of Hormuz.
β’ The costs of protecting the strait must be reimbursed. We will be paid for protecting the Strait of Hormuz.
β’ The leaders of Iran are professional negotiators, but Iran has gained nothing from me.
β’ We had a deal, but Iran violated it.
β’ Last night, we launched a powerful strike against Iran. The US is preparing new, tougher strikes.
β’ Iran was "just minutes" away from creating nuclear weapons.
βͺοΈSenior advisor to the Supreme Leader of Iran:
β’ Iran will defend the Strait of Hormuz to the end.
β’ There is no place for relinquishing control of the Strait of Hormuz in the mind of any true Iranian.
Filibuster: A procedure in the US Senate that allows for the delay or blocking of legislation.
π1
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The point of making money is not so you can buy everything. the point of making money is so that no one can buy you. real wealth is not about flexing with material things, it is about freedom. it is about having the power to say no, to walk away, to live life on your terms without being controlled by someone elseβs paycheck or approval.
When you chase money for status, you stay a slave to it. but when you build money for freedom, it becomes a tool that works for you instead of the other way around. the goal is not to be owned by things but to own your time, your choices, and your future.
Money at its highest level is leverage. it gives you options, it gives you control, and it makes sure no one can dictate your value. because when you are truly free, that is when you are truly wealthy.
When you chase money for status, you stay a slave to it. but when you build money for freedom, it becomes a tool that works for you instead of the other way around. the goal is not to be owned by things but to own your time, your choices, and your future.
Money at its highest level is leverage. it gives you options, it gives you control, and it makes sure no one can dictate your value. because when you are truly free, that is when you are truly wealthy.
πΏ1
The UAE is not waiting for Hormuz to reopen.
It is building around it.
DP World is in talks to develop a new multipurpose port at Fujairah, on the UAE's east coast, outside the strait entirely.
Containers would move overland by truck to Dubai, Abu Dhabi, and neighboring Gulf states instead of transiting Hormuz by sea.
This is not a shipping detour. It is regional infrastructure being redrawn around a chokepoint nobody trusts anymore.
It is building around it.
DP World is in talks to develop a new multipurpose port at Fujairah, on the UAE's east coast, outside the strait entirely.
Containers would move overland by truck to Dubai, Abu Dhabi, and neighboring Gulf states instead of transiting Hormuz by sea.
This is not a shipping detour. It is regional infrastructure being redrawn around a chokepoint nobody trusts anymore.
Trump just named the US βThe Guardian of the Hormuz Strait.β
And attached a price.
β’ Strait declared OPEN with or without Iran
β’ βThe Iranian Blockadeβ reinstated blocks only Iranβs ships
β’ Every other country: free passage
β’ The catch: a 20% toll on all cargo shipped through
Translation: the US just turned the worldβs most fought-over waterway into a toll road.
And named itself the toll collector. πΊπΈπ°
And attached a price.
β’ Strait declared OPEN with or without Iran
β’ βThe Iranian Blockadeβ reinstated blocks only Iranβs ships
β’ Every other country: free passage
β’ The catch: a 20% toll on all cargo shipped through
Translation: the US just turned the worldβs most fought-over waterway into a toll road.
And named itself the toll collector. πΊπΈπ°
π―1πΎ1
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Trump just said the US will keep the Strait of Hormuz. Not police it.
Keep it.
"We are going to keep the Strait. But now we will make money."
Keep it.
"We are going to keep the Strait. But now we will make money."