π¨π Global One SI - Prompt
Netanyahu is flying to Washington, DC on Saturday night July 18th and staying until Tuesday. Netanyahu visited Trump on Mon Dec 29, 2025, the Venezuela invasion began 1:30am Sat Jan 3, 2026
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President Trump "Sometimes you need ground troops."
π¨π Global One SI - Prompt
Video
The Iran US Israel Europe conflict isn't over... it's about to begin.
π1
Russia lost its LAST untouched refinery.
SALAVAT, deep in Bashkortostan, survived every Ukrainian strike this year until last night.
Drones flew 1,500 km to reach it, hitting both primary processing units and setting the plant on fire.
It handles 10 million tons of oil a year.
The same night, Ukraine also hit the Afipsky refinery in Krasnodar (6.25 million tons/year) and an oil transshipment hub at Gelendzhik that feeds Russia's military logistics.
Local officials confirmed both fires. Russian air defenses stopped none of it.
The message: there's NO REFINERY LEFT in Russia that's actually out of reach anymore.
SALAVAT, deep in Bashkortostan, survived every Ukrainian strike this year until last night.
Drones flew 1,500 km to reach it, hitting both primary processing units and setting the plant on fire.
It handles 10 million tons of oil a year.
The same night, Ukraine also hit the Afipsky refinery in Krasnodar (6.25 million tons/year) and an oil transshipment hub at Gelendzhik that feeds Russia's military logistics.
Local officials confirmed both fires. Russian air defenses stopped none of it.
The message: there's NO REFINERY LEFT in Russia that's actually out of reach anymore.
π₯1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
India is the world's biggest buyer of Russian crude.
Now Russian oil companies are asking India for gasoline instead.
Rosneft, Gazprom Neft, and Lukoil have all approached Indian refiners.
At least 1 cargo already sailed, moved through ship to ship transfers near Egypt to obscure the paper trail.
Nearly 40% of Russian refining capacity will not come back for at least 2 months.
The country that sells Russia crude is now the country Russia buys fuel from. That is what the refinery campaign actually broke.
Now Russian oil companies are asking India for gasoline instead.
Rosneft, Gazprom Neft, and Lukoil have all approached Indian refiners.
At least 1 cargo already sailed, moved through ship to ship transfers near Egypt to obscure the paper trail.
Nearly 40% of Russian refining capacity will not come back for at least 2 months.
The country that sells Russia crude is now the country Russia buys fuel from. That is what the refinery campaign actually broke.
π’WTI, Brent Crude Oil, NGAS Trading π
India is the world's biggest buyer of Russian crude. Now Russian oil companies are asking India for gasoline instead. Rosneft, Gazprom Neft, and Lukoil have all approached Indian refiners. At least 1 cargo already sailed, moved through ship to ship transfersβ¦
India just nearly doubled its windfall tax on diesel and jet fuel exports.
Diesel duty from 8.5 to 15.5 rupees a liter. Jet fuel from 7.5 to 14.5.
At the same time, the petrol export duty was cut, from 4 to 2.5 rupees a liter.
That is not a blanket tax hike.
It is India taxing the products in the tightest global supply, diesel and jet fuel, while leaving petrol exports comparatively unbothered.
New rates apply from July 16.
Diesel duty from 8.5 to 15.5 rupees a liter. Jet fuel from 7.5 to 14.5.
At the same time, the petrol export duty was cut, from 4 to 2.5 rupees a liter.
That is not a blanket tax hike.
It is India taxing the products in the tightest global supply, diesel and jet fuel, while leaving petrol exports comparatively unbothered.
New rates apply from July 16.
β1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
The IMF just measured this war against every major oil disruption in modern history. It is now the largest.
Every crisis eventually shows up in the barrels, whether or not the price reflects it yet.
Russia's war in Ukraine, barely 0.1 billion barrels lost
The Iraq war, 0.4 billion
The 1973 oil shock, 0.5 billion
The Iranian revolution, 0.7 billion
The Gulf War, 1.5 billion
This war, 2.3 billion and still falling
Crude prices do not fully reflect this yet, per the IMF's own words, because demand destruction, non Gulf production, and inventory draws absorbed it.
Those buffers are smaller now.
Every crisis eventually shows up in the barrels, whether or not the price reflects it yet.
Russia's war in Ukraine, barely 0.1 billion barrels lost
The Iraq war, 0.4 billion
The 1973 oil shock, 0.5 billion
The Iranian revolution, 0.7 billion
The Gulf War, 1.5 billion
This war, 2.3 billion and still falling
Crude prices do not fully reflect this yet, per the IMF's own words, because demand destruction, non Gulf production, and inventory draws absorbed it.
Those buffers are smaller now.
π¨π Global One SI - Prompt
Nasdaq 100 $NDX is tracking perfectly to July 20th. This marks the point where 25 years of QE money printing turns the parabolic backward in time. What happens next?
We're getting closer friends. A 25 year parabolic bull market driven entirely by QE money printing.
What happens when the Nasdaq $NDX reaches the end of the wedge and the parabolic begins going back in time? πΆ
What happens when the Nasdaq $NDX reaches the end of the wedge and the parabolic begins going back in time? πΆ
π¨π Global One SI - Prompt
The South Korean KOSPI index has officially entered a bear market after falling 20% from the peak. Memory manufacturers SK Hynix and Samsung accounted for 54% of the index at the peak.
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Live feed of the KOSPI open
π¨ BREAKING: South Korea just hiked interest rates by 25 basis points to 2.75%, the first rate hike since January 2023.
Inflation has surged to 3.2%, a 30-month high, while chip exports have pushed the economy to overheat.
Inflation has surged to 3.2%, a 30-month high, while chip exports have pushed the economy to overheat.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
πΊπΈThe US just slapped a 25% tariff on π§π·Brazilian imports starting July 22.
π¨Oil and gas energy products are specifically exempted.
Coffee, beef, oranges, and aerospace parts got carved out too.
But energy is the one that matters for this feed.
Even in a trade war picking fights with a country the US already runs a surplus against, energy supply chains are the 1 thing Washington will not touch.
That is consistent with every other move covered this month. Energy security outranks trade politics every time.
π¨Oil and gas energy products are specifically exempted.
Coffee, beef, oranges, and aerospace parts got carved out too.
But energy is the one that matters for this feed.
Even in a trade war picking fights with a country the US already runs a surplus against, energy supply chains are the 1 thing Washington will not touch.
That is consistent with every other move covered this month. Energy security outranks trade politics every time.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
135 million barrels of Russian crude are stuck at sea with nowhere to go.
Ukrainian strikes knocked out about a third of Russian refining capacity, down to 3.91 million bpd, the lowest since 2005
Forced to export instead of refine, Russia shipped 8.93 million bpd in June, still 830,000 bpd below its OPEC+ quota
Export hubs are gridlocked: Sokol and Sakhalin cargoes face week-long transfer delays, ESPO crude piling up near Kozmino
1.9 million bpd shows as "unknown destination" in tanker tracking, no disclosed buyer while still in transit
Export volumes hit a 4-year high.
Weekly revenue still fell $200 million.
Volume and value have decoupled.
Ukrainian strikes knocked out about a third of Russian refining capacity, down to 3.91 million bpd, the lowest since 2005
Forced to export instead of refine, Russia shipped 8.93 million bpd in June, still 830,000 bpd below its OPEC+ quota
Export hubs are gridlocked: Sokol and Sakhalin cargoes face week-long transfer delays, ESPO crude piling up near Kozmino
1.9 million bpd shows as "unknown destination" in tanker tracking, no disclosed buyer while still in transit
Export volumes hit a 4-year high.
Weekly revenue still fell $200 million.
Volume and value have decoupled.
π¨π 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 targetingβ¦
I'm starting to think the U.S. is going to invade Qeshm Islandin Iran, more specifically Qeshm International Airport, instead of Kharg Island.
There are basically no inhabitants and it's perfect for positioning a massive deployment of air defenses to protect the Strait of Hormuz
There are basically no inhabitants and it's perfect for positioning a massive deployment of air defenses to protect the Strait of Hormuz
π¨π Global One SI - Prompt
AI has to be the greatest #PSYOP in history. They've convinced the public to "invest" (fund) the construction of their own surveillance state. #PSYWAR
The problem with being ahead of the curve is everyone thinks you're retarded. π»
Godspeed America πΊπΈ
Godspeed America πΊπΈ
π¨π Global One SI - Prompt
We're getting closer friends. A 25 year parabolic bull market driven entirely by QE money printing. What happens when the Nasdaq $NDX reaches the end of the wedge and the parabolic begins going back in time? πΆ
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Dance while the music plays...
because you may not get another chance.
because you may not get another chance.
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MACD is about to break 0
Godspeed all
See you on the other side
Godspeed all
See you on the other side