π’WTI, Brent Crude Oil, NGAS Trading π
βΌοΈπΊπ¦π·πΊ Last night, Ukrainian forces struck a fuel depot in Mariupol, which was supplying Russian forces. The depot is still burning intensely.
Mariupol, what happened?
Did the worms store fuel or other flammable products illegally on occupied territory again?
Did the worms store fuel or other flammable products illegally on occupied territory again?
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π·πΊLavrov landed in the Philippines for the ASEAN Foreign Ministers meeting.
πΊπΈRubio is already there.
Iran and Ukraine are expected to top the agenda.
Diplomatic contact is not resolution.
The market already made that mistake once this year, reading June's Hormuz reopening as the end of the war premium, only to watch it round trip back to 90 dollars in under a month.
Watch what comes out of the room, not the fact that the room exists.
πΊπΈRubio is already there.
Iran and Ukraine are expected to top the agenda.
Diplomatic contact is not resolution.
The market already made that mistake once this year, reading June's Hormuz reopening as the end of the war premium, only to watch it round trip back to 90 dollars in under a month.
Watch what comes out of the room, not the fact that the room exists.
π1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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πΊπΈTrump just put a number on his own Hormuz toll plan. 2 billion dollars a day to reopen the strait.
π¨π³China's Foreign Ministry pushed back immediately: "The Strait was open before the war. The root of the problem lies in your illegal actions against Iran. You have created a global crisis out of nothing."
This is the 2 biggest economies on earth publicly disputing who owns the blame, and the bill, for the chokepoint carrying 30% of the world's seaborne crude.
π¨π³China's Foreign Ministry pushed back immediately: "The Strait was open before the war. The root of the problem lies in your illegal actions against Iran. You have created a global crisis out of nothing."
This is the 2 biggest economies on earth publicly disputing who owns the blame, and the bill, for the chokepoint carrying 30% of the world's seaborne crude.
π1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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πΊπΈEnergy Secretary Chris Wright said this that Trump still wants a peaceful agreement with Iran.
Diplomacy and escalation are running on the same calendar, not as alternatives.
Diplomacy and escalation are running on the same calendar, not as alternatives.
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Black Pearl π³
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When you realize your potential as a trader is limitless...
π¨π Global One SI - Prompt
βCrypto is a scamβ Me:
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They know where every stop loss and every piece of liquidity is
And they hunt it every single time
And they hunt it every single time
πΏ1
π¨π Global One SI - Prompt
Photo
π¨ JAPAN HAS A SERIOUS PROBLEM
USD/JPY is back at 162.7, a very dangerous level.
On June 16, the BOJ raised rates to 1%, the highest since 1995. Normally that strengthens a currency but the yen barely moved.
Before that, in April and May, Japan spent a record Β₯11.73 trillion ($73.5 billion) buying yen directly. It strengthened for a few days, then the entire move reversed.
In early July, Japan tried something else. Reports said the government wants to push its giant pension fund, GPIF, into buying more domestic assets instead of foreign ones. The yen strengthened on that news too.
Again, none of it held. Today USD/JPY sits at the same level it hit before any of this happened.
A weak yen isn't just a currency problem for Japan.
It raises the cost of every barrel of oil and every unit of food Japan imports, feeding directly into inflation that's already running above the BOJ's target.
It also erodes real wages for ordinary households, even as the stock market and exporters benefit.
Three different tools have now failed to fix it, and Japan is running out of options.
USD/JPY is back at 162.7, a very dangerous level.
On June 16, the BOJ raised rates to 1%, the highest since 1995. Normally that strengthens a currency but the yen barely moved.
Before that, in April and May, Japan spent a record Β₯11.73 trillion ($73.5 billion) buying yen directly. It strengthened for a few days, then the entire move reversed.
In early July, Japan tried something else. Reports said the government wants to push its giant pension fund, GPIF, into buying more domestic assets instead of foreign ones. The yen strengthened on that news too.
Again, none of it held. Today USD/JPY sits at the same level it hit before any of this happened.
A weak yen isn't just a currency problem for Japan.
It raises the cost of every barrel of oil and every unit of food Japan imports, feeding directly into inflation that's already running above the BOJ's target.
It also erodes real wages for ordinary households, even as the stock market and exporters benefit.
Three different tools have now failed to fix it, and Japan is running out of options.
π₯1
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βΌοΈπ·πΊπΊπ¦ BIG | The high-stakes race for orbital dominance has entered a critical new phase as the Kremlin scrambles to break Western space superiority and build its own war-time satellite network.
Russia has deployed its second batch of Rassvet (Π Π°ΡΡΠ²Π΅Ρ) satellites into low Earth orbit, taking concrete steps to develop a sovereign tactical space constellation. According to Ukrainian intelligence assessments highlighted by defense advisor Serhiy "Flash," up to 40 of these low-orbit units are now hovering in space, laying the groundwork for a dedicated military network. While Moscow remains light-years behind SpaceX's gargantuan 15,000-satellite Starlink fleet or Amazon Kuiper's expanding orbital grid, the Kremlinβs goal is unmistakable: establishing independent satellite communications, real-time drone targeting, and un-hackable battlefield command loops for the Russian armed forces.
This orbital expansion reveals a dangerous long-term evolution in modern warfare doctrine. Although Russia's current space asset count is a fraction of what is needed for full orbital coverage, ignoring this initial deployment would be a fatal mistake. By establishing an independent military constellation, Moscow is explicitly working to neutralize Western space-denial strategies and eliminate its reliance on third-party comms. If allowed to scale into hundreds of operational units, this Russian Starlink equivalent will dramatically boost the Kremlinβs deep-strike precision, electronic warfare resilience, and frontline drone coordination across the Ukrainian warzone.
Russia has deployed its second batch of Rassvet (Π Π°ΡΡΠ²Π΅Ρ) satellites into low Earth orbit, taking concrete steps to develop a sovereign tactical space constellation. According to Ukrainian intelligence assessments highlighted by defense advisor Serhiy "Flash," up to 40 of these low-orbit units are now hovering in space, laying the groundwork for a dedicated military network. While Moscow remains light-years behind SpaceX's gargantuan 15,000-satellite Starlink fleet or Amazon Kuiper's expanding orbital grid, the Kremlinβs goal is unmistakable: establishing independent satellite communications, real-time drone targeting, and un-hackable battlefield command loops for the Russian armed forces.
This orbital expansion reveals a dangerous long-term evolution in modern warfare doctrine. Although Russia's current space asset count is a fraction of what is needed for full orbital coverage, ignoring this initial deployment would be a fatal mistake. By establishing an independent military constellation, Moscow is explicitly working to neutralize Western space-denial strategies and eliminate its reliance on third-party comms. If allowed to scale into hundreds of operational units, this Russian Starlink equivalent will dramatically boost the Kremlinβs deep-strike precision, electronic warfare resilience, and frontline drone coordination across the Ukrainian warzone.
β‘1
π’WTI, Brent Crude Oil, NGAS Trading π
If the Red Sea is closed by the Houthis, say goodbye to fuel imports from India. With Russia & Middle East refineries destroyed, US refineries about to go offline for maintenance, suddenly no fuel coming to Russia or Europe. Gas stations will be empty. Lockdownsβ¦
Houthis declare Red Sea naval blockade on Saudi Arabia and its trading partners
π¨π Global One SI - Prompt
SpaceX shares are now trading at $120, almost 50% below the peak price of $225. 20% of $SPCX insider shares unlock on Wed Aug 6th following Q2 earnings. That marks the beginning the unlock schedule that ends with 100% of shares unlocked for selling by Decemberβ¦
SpaceX $SPCX share unlock schedule ending at 100% December 2026.
Keep in mind only 5% of float is trading right now and most early investors bought for $0.02 - $1.22 per share.
That's a lot of selling coming...
Keep in mind only 5% of float is trading right now and most early investors bought for $0.02 - $1.22 per share.
That's a lot of selling coming...
β1
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UBS proposes bundling private credit loans into investment grade A2 bonds
By diversifying the loans the ratings agencies can label the bonds as investment grade, allowing them to sell to insurance companies and retirement funds.
By diversifying the loans the ratings agencies can label the bonds as investment grade, allowing them to sell to insurance companies and retirement funds.
π1
π¨π Global One SI - Prompt
UBS proposes bundling private credit loans into investment grade A2 bonds By diversifying the loans the ratings agencies can label the bonds as investment grade, allowing them to sell to insurance companies and retirement funds.
Morgan Stanley is trying to offload their garbage AI data-center loans onto unsuspecting investors π¨
β1
π¨π Global One SI - Prompt
UBS proposes bundling private credit loans into investment grade A2 bonds By diversifying the loans the ratings agencies can label the bonds as investment grade, allowing them to sell to insurance companies and retirement funds.
America's 2nd richest man (Larry Ellison) needs a government bailout.
$ORCL & OpenAI can't pay for the $NVDA orders they've placed.
$ORCL & OpenAI can't pay for the $NVDA orders they've placed.
β1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
π¨Add a 4th chokepoint to the list, and this one has nothing to do with any war.
The Panama Canal Authority is suspending part of its booking system, daily auctions for Panamax class locks, starting July 25, because of water levels at Gatun Lake and the risk of a new El NiΓ±o.
Hormuz, Bab el-Mandeb, and the Black Sea are jammed by conflict.
Panama is jammed by weather.
Churchill's warning about never depending on 1 route did not specify which kind of disruption.
The Panama Canal Authority is suspending part of its booking system, daily auctions for Panamax class locks, starting July 25, because of water levels at Gatun Lake and the risk of a new El NiΓ±o.
Hormuz, Bab el-Mandeb, and the Black Sea are jammed by conflict.
Panama is jammed by weather.
Churchill's warning about never depending on 1 route did not specify which kind of disruption.
π’WTI, Brent Crude Oil, NGAS Trading π
π¨Add a 4th chokepoint to the list, and this one has nothing to do with any war. The Panama Canal Authority is suspending part of its booking system, daily auctions for Panamax class locks, starting July 25, because of water levels at Gatun Lake and theβ¦
π¨113 years ago this week, Churchill warned that safety in OIL lies in variety, never in a single route.
πΏ1
π¨π Global One SI - Prompt
π¨ Major sign of Russia's dire economic state: government debt auctions have been CANCELLED π¨ As revenue collapses and inflation spikes, nobody wants to buy Russian debt because they think they'll lose money on it. This will mean even deeper budget cuts toβ¦
Putin's regime continues selling off a record amount of Russian Central Bank gold to fund the war, with June sales bringing the 6 month total to 43.5 metric tonnes.
Putin's central bank now claims to have over 2200 tonnes remaining, but this is widely claimed to be a fabrication.
The sales were mainly made to Russian banks.
Putin's central bank now claims to have over 2200 tonnes remaining, but this is widely claimed to be a fabrication.
The sales were mainly made to Russian banks.
π1
π¨π Global One SI - Prompt
Before big money comes into your life, these signs always appear, don't ignore them. 1. Chaos shows up out of nowhere. Plans fall apart. people disappear. old systems stop working. It feels like you're losing control - but you're not. this isn't failure.β¦
Nobody is coming to change your life for you.
If you want a better future, you have to build it for yourself.
If you want a better future, you have to build it for yourself.
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