Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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.
🇨🇭 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…
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
🇨🇭 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. 👻
Godspeed America 🇺🇸
Godspeed America 🇺🇸
🇨🇭 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? 😶
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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
🇨🇭 Global One SI - Prompt
People think the semiconductor selloff is over... $SOX
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Have they engineered the greatest bubble since 1929?
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨The Houthis are preparing to close the Bab el-Mandeb Strait, the same playbook Iran already ran on Hormuz.
Bab el-Mandeb carries roughly 9% of global crude and 8% of global LNG flow, per the chokepoints table from the last piece.
Nothing has happened yet.
Per the reporting, Houthis are waiting for the moment that maximizes pressure on the US and its allies.
2 major chokepoints closing in the same window would be a different order of disruption than anything priced so far.
Bab el-Mandeb carries roughly 9% of global crude and 8% of global LNG flow, per the chokepoints table from the last piece.
Nothing has happened yet.
Per the reporting, Houthis are waiting for the moment that maximizes pressure on the US and its allies.
2 major chokepoints closing in the same window would be a different order of disruption than anything priced so far.
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🇨🇭 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? 😶
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"We've got to eject Rooster. There's no other way. Eject eject eject...."
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🇨🇭 Global One SI - Prompt
Me and bros crafting up the perfect strategy to beat the market and escape the matrix
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81 years ago Today, the world’s first atomic bomb was successfully detonated in New Mexico and dubbed the “Trinity” test.
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"Three things cannot be long hidden: the sun, the moon, and the truth."
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Market update:
🇨🇭 Global One SI - Prompt
"Several risks are shifting below the surface like tectonic plates, including geopolitical tensions and wars, sticky inflation, large global fiscal deficits, and elevated asset prices." Jamie Dimon
The CEO of the most valuable bank in the world just hinted at what our future will be.
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