Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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π¨πΊπ¦π·πΊβ‘οΈUkraine's strikes stopped picking targets at the front line a long time ago.
Today Ukraine hit a thermal power plant near one of Russia's largest steel manufacturing plants in Lipetsk this morning.
Energy and industry are now the same target.
Today Ukraine hit a thermal power plant near one of Russia's largest steel manufacturing plants in Lipetsk this morning.
Energy and industry are now the same target.
π₯1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
π¨π’37 tankers have been attacked in the Strait of Hormuz through July 20.
16 were crude oil tankers, 19 were oil products tankers, 2 were LNG carriers.
7 more ships were hit and could not even be identified.
This map only shows what could be confirmed.
16 were crude oil tankers, 19 were oil products tankers, 2 were LNG carriers.
7 more ships were hit and could not even be identified.
This map only shows what could be confirmed.
π₯1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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π¦πΏAzerbaijan head of state is now publicly lobbying to fill what Russia can no longer supply.
Azerbaijan's president says Russian energy infrastructure is being destroyed and taken out of operation.
He is asking European banks to refinance oil and gas infrastructure so Azerbaijan can significantly increase exports to Europe, including Germany.
The trade is not in what broke.
It is in who fills the gap.
Azerbaijan's president says Russian energy infrastructure is being destroyed and taken out of operation.
He is asking European banks to refinance oil and gas infrastructure so Azerbaijan can significantly increase exports to Europe, including Germany.
The trade is not in what broke.
It is in who fills the gap.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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π¦πΏπ©πͺAzerbaijani gas started reaching Germany this year.
It already supplies 10 European countries, all EU member states, plus crude oil to Germany directly.
It already supplies 10 European countries, all EU member states, plus crude oil to Germany directly.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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π³οΈβπΎπͺ The number of vessels changing course in the Red Sea amid the Yemeni blockade has now increased to four.
π1
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A man who fears suffering us already suffering from what he fears
πΏ1
π¨π Global One SI - Prompt
A man who fears suffering us already suffering from what he fears
There is nothing to fear
you gonna die anyway
start taking risks π
you gonna die anyway
start taking risks π
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POWER OUTLIVES MONEY
Most people chase money because it feels immediate, measurable, and visible, but they rarely stop to ask what actually lasts.
In this scene from house of cards, he explains that choosing money over power is the mistake everyone makes in that town, because money is like a flashy mcmansion that looks impressive at first but starts falling apart after a decade.
Power, on the other hand, is compared to an old stone building that stands for centuries, because it shapes decisions, controls outcomes, and survives long after the cash changes hands.
The point isn't that money has no value.
It's that money is temporary influence, while power is structural influence.
The moment works because it forces you to rethink what you are really building, whether it is something that impresses today or something that endures tomorrow.
This isn't really about politics.
It is about leverage.
If you understand the difference between earning money and building power, you stop chasing what fades and start constructing what lasts.
Most people chase money because it feels immediate, measurable, and visible, but they rarely stop to ask what actually lasts.
In this scene from house of cards, he explains that choosing money over power is the mistake everyone makes in that town, because money is like a flashy mcmansion that looks impressive at first but starts falling apart after a decade.
Power, on the other hand, is compared to an old stone building that stands for centuries, because it shapes decisions, controls outcomes, and survives long after the cash changes hands.
The point isn't that money has no value.
It's that money is temporary influence, while power is structural influence.
The moment works because it forces you to rethink what you are really building, whether it is something that impresses today or something that endures tomorrow.
This isn't really about politics.
It is about leverage.
If you understand the difference between earning money and building power, you stop chasing what fades and start constructing what lasts.
β1
π¨π Global One SI - Prompt
You're not the only one being blocked recently πππ
Putin's desperate cash grab expands, now seizing the assets of Russians that are living abroad and criticizing his regime.
π₯1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
The CPC terminal attacks looked like a temporary disruption.
Kazakhstan is now stopping the pipeline to the Black Sea entirely.
CPC carries roughly 80% of Kazakhstan's crude oil exports, and no alternative comes close to replacing it.
This is not a shipping delay.
It is a production cut.
Kazakhstan is now stopping the pipeline to the Black Sea entirely.
CPC carries roughly 80% of Kazakhstan's crude oil exports, and no alternative comes close to replacing it.
This is not a shipping delay.
It is a production cut.
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π¨ JUST IN: Treasury Sec. Scott Bessent drops this chilling line on the Iranian regime β he's tracking the Ayatollah's accounts and assets WORLDWIDE and just FROZE $130M in crypto wallets
"We found the money man for the Ayatollah! We are tracking the Ayatollah's properties around the world. We hope to soon be able to print his $100 million-plus properties and show the addresses."
"We are tracking these accounts all over the world. We froze a crypto wallet linked to the IRGC worth $130M."
"Their currency has collapsed, it's in free fall, we think their inflation is 180%!"
ECONOMIC ASSASSIN MODE π₯π₯
"We found the money man for the Ayatollah! We are tracking the Ayatollah's properties around the world. We hope to soon be able to print his $100 million-plus properties and show the addresses."
"We are tracking these accounts all over the world. We froze a crypto wallet linked to the IRGC worth $130M."
"Their currency has collapsed, it's in free fall, we think their inflation is 180%!"
ECONOMIC ASSASSIN MODE π₯π₯
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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A reporter pointed out there are no visible signs Iran is ready to stop fighting.
Trump's response: "You don't know what dialogue is taking place behind the scenes.
They want to meet desperately to try and end it."
That is an unverifiable claim of private diplomacy, the same shape as the claims that preceded June's premature all clear.
Nothing changes in the flow data until it changes in the flow data.
Treat this the same way.
Trump's response: "You don't know what dialogue is taking place behind the scenes.
They want to meet desperately to try and end it."
That is an unverifiable claim of private diplomacy, the same shape as the claims that preceded June's premature all clear.
Nothing changes in the flow data until it changes in the flow data.
Treat this the same way.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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π¨πΊπΈTrump on the Houthi threat to close Red Sea navigation to Saudi Arabia: "So far, it hasn't happened. We'll take care of things if it does."
But Saudi Red Sea loadings already fell 36% in 2 weeks, per the Kpler data covered a few days ago.
The formal closure has not happened.
The market has already started pricing as if it has.
But Saudi Red Sea loadings already fell 36% in 2 weeks, per the Kpler data covered a few days ago.
The formal closure has not happened.
The market has already started pricing as if it has.
A high-ranking Russian executive from the VIP terminal at Sheremetyevoβthe departure point for Prigozhinβs planeβhas been found hanged in Moscow.
Colleagues described the death as unexpected.
The body of 57-year-old Alexei Korschenko, who had previously managed the business aviation terminal at Sheremetyevo Airport, was discovered on the balcony of his apartment on June 6, according to *The Moscow Times*.
Korschenko played a key role in establishing the terminal where the aircraft belonging to Wagner chief Yevgeny Prigozhin was serviced prior to its final flight. Notably, he had been abruptly dismissed from his position about three weeks before his death.
According to media reports, Russian investigators are considering suicide as a possibility. At the same time, there is speculation that the deceased might have possessed information regarding events surrounding the business jet prior to its departure.
A malfunction in the turbo-cooler had been detected on board before the plane crash.
The component was scheduled for replacement, but a company linked to the FSB intervened in the process during the maintenance work.
It is possible that explosives were planted in that very assembly.
Colleagues described the death as unexpected.
The body of 57-year-old Alexei Korschenko, who had previously managed the business aviation terminal at Sheremetyevo Airport, was discovered on the balcony of his apartment on June 6, according to *The Moscow Times*.
Korschenko played a key role in establishing the terminal where the aircraft belonging to Wagner chief Yevgeny Prigozhin was serviced prior to its final flight. Notably, he had been abruptly dismissed from his position about three weeks before his death.
According to media reports, Russian investigators are considering suicide as a possibility. At the same time, there is speculation that the deceased might have possessed information regarding events surrounding the business jet prior to its departure.
A malfunction in the turbo-cooler had been detected on board before the plane crash.
The component was scheduled for replacement, but a company linked to the FSB intervened in the process during the maintenance work.
It is possible that explosives were planted in that very assembly.
π¨π Global One SI - Prompt
A high-ranking Russian executive from the VIP terminal at Sheremetyevoβthe departure point for Prigozhinβs planeβhas been found hanged in Moscow. Colleagues described the death as unexpected. The body of 57-year-old Alexei Korschenko, who had previouslyβ¦
What's his final destination?
AMERICA'S BIGGEST TECH COMPANIES ARE HIDING BILLIONS IN DEBT.
A Nikkei study found this hidden debt grew 8x in just four years, and it's now bigger than these companies' actual, visible debt of $1.35 trillion combined, totaling $1.65 trillion.
Meta alone carries $420 billion in hidden debt, nearly triple what's on its official books.
Oracle's hidden debt hit $273 billion, a 30x jump in four years, tied to its Stargate data center project with OpenAI.
When a company signs a long-term lease for a data center that isn't built yet, or orders GPUs that haven't been delivered, accounting rules let them leave that off the balance sheet entirely.
It's fully legal. It's just invisible to anyone only checking the headline debt number.
This debt is also increasingly funded by outside investors, not just the companies themselves. Meta brought in Blue Owl Capital as a partner on a Louisiana data center, taking only a 20% stake while guaranteeing outside investors against losses if the project gets scrapped.
The Bank for International Settlements has a name for this exact pattern: "shadow borrowing," funding massive expansion without it ever touching the company's own balance sheet.
The bigger risk sits in the stock market itself. These five companies are among the small handful of stocks now driving most of the market's gains.
If AI demand doesn't grow as fast as expected, this hidden debt doesn't stay hidden, it converts into real, recorded losses right as data centers come online, hitting the same companies whose stock performance the broader market has become unusually dependent on.
A Nikkei study found this hidden debt grew 8x in just four years, and it's now bigger than these companies' actual, visible debt of $1.35 trillion combined, totaling $1.65 trillion.
Meta alone carries $420 billion in hidden debt, nearly triple what's on its official books.
Oracle's hidden debt hit $273 billion, a 30x jump in four years, tied to its Stargate data center project with OpenAI.
When a company signs a long-term lease for a data center that isn't built yet, or orders GPUs that haven't been delivered, accounting rules let them leave that off the balance sheet entirely.
It's fully legal. It's just invisible to anyone only checking the headline debt number.
This debt is also increasingly funded by outside investors, not just the companies themselves. Meta brought in Blue Owl Capital as a partner on a Louisiana data center, taking only a 20% stake while guaranteeing outside investors against losses if the project gets scrapped.
The Bank for International Settlements has a name for this exact pattern: "shadow borrowing," funding massive expansion without it ever touching the company's own balance sheet.
The bigger risk sits in the stock market itself. These five companies are among the small handful of stocks now driving most of the market's gains.
If AI demand doesn't grow as fast as expected, this hidden debt doesn't stay hidden, it converts into real, recorded losses right as data centers come online, hitting the same companies whose stock performance the broader market has become unusually dependent on.
π1
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The last stroke makes you nut
This doesn't mean the first stroke was useless
Success is a result of continuous effort
This doesn't mean the first stroke was useless
Success is a result of continuous effort
β1
π¨π Global One SI - Prompt
Photo
The π¬π§ UK approves use of military bases for US strikes on Iran.
π₯1