Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 BREAKING: The US just offered India seized Venezuelan oil to replace Russian crude
The 11 Day Pivot That Changed Everything
⏩ Jan 19 UAE locks in a $3bn #LNG deal with India
⏩ Jan 27 EU finalizes a landmark trade agreement with India
⏩ Jan 30 US pitches Venezuelan crude to Indian refiners
3 power blocs all competing for India’s energy demand.
What’s Really Happening?
• India’s Russian 🇷🇺 imports fell from 1.2 mb/d to 500 kb/d
• #OPEC share hits an 11 month high
• US crude rises from 2% → 7% of IOC’s basket
• Brazilian imports increase
• #UAE LNG locked in for a decade
• Venezuelan crude is back on the table
But Who Is Actually Making This Work?
The US isn’t shipping barrels itself.
The heavy lifting is being done by #Vitol and #Trafigura.
They are:
• Marketing US-cleared Venezuelan barrels
• Offering March delivery cargoes
• Pitching at discounts to #Brent
• Engaging Indian refiners like Indian Oil Corporation and Hindustan Petroleum, and Chinese buyers
🛑 When everyone wants to supply you, you don’t choose sides.
💰 You choose price, flexibility, and optionality.
🇺🇸The US thinks this is leverage.
🇮🇳#India is running a global procurement auction.
America is now one bidder among many.
India went from “country to pressure”
to “country to court” in under 2 weeks.
That’s what real energy optionality looks like.
#oott #Russia #Venezuela
The 11 Day Pivot That Changed Everything
⏩ Jan 19 UAE locks in a $3bn #LNG deal with India
⏩ Jan 27 EU finalizes a landmark trade agreement with India
⏩ Jan 30 US pitches Venezuelan crude to Indian refiners
3 power blocs all competing for India’s energy demand.
What’s Really Happening?
• India’s Russian 🇷🇺 imports fell from 1.2 mb/d to 500 kb/d
• #OPEC share hits an 11 month high
• US crude rises from 2% → 7% of IOC’s basket
• Brazilian imports increase
• #UAE LNG locked in for a decade
• Venezuelan crude is back on the table
But Who Is Actually Making This Work?
The US isn’t shipping barrels itself.
The heavy lifting is being done by #Vitol and #Trafigura.
They are:
• Marketing US-cleared Venezuelan barrels
• Offering March delivery cargoes
• Pitching at discounts to #Brent
• Engaging Indian refiners like Indian Oil Corporation and Hindustan Petroleum, and Chinese buyers
🛑 When everyone wants to supply you, you don’t choose sides.
💰 You choose price, flexibility, and optionality.
🇺🇸The US thinks this is leverage.
🇮🇳#India is running a global procurement auction.
America is now one bidder among many.
India went from “country to pressure”
to “country to court” in under 2 weeks.
That’s what real energy optionality looks like.
#oott #Russia #Venezuela
Top Price movements:
Last 5 minutes:
🚀 DOT $1.44 => $1.49 +3.41%
🔻 MATIC $0.1033 => $0.1001 -3.10%
🚀 BTC $76463.01 => $78047.89 +2.07%
🚀 XRP $1.53 => $1.60 +4.57%
🚀 DOGE $0.0972 => $0.1011 +3.98%
🚀 ETH $2284.19 => $2365.17 +3.55%
🚀 SOL $98.17 => $101.44 +3.33%
Last 15 minutes:
🚀 ETH $2284.19 => $2377.80 +4.10%
Last 5 minutes:
🚀 DOT $1.44 => $1.49 +3.41%
🔻 MATIC $0.1033 => $0.1001 -3.10%
🚀 BTC $76463.01 => $78047.89 +2.07%
🚀 XRP $1.53 => $1.60 +4.57%
🚀 DOGE $0.0972 => $0.1011 +3.98%
🚀 ETH $2284.19 => $2365.17 +3.55%
🚀 SOL $98.17 => $101.44 +3.33%
Last 15 minutes:
🚀 ETH $2284.19 => $2377.80 +4.10%
Africa’s mineral map (without oil and gas)
A few things stand out fast.
• DRC dominates. The cobalt, #Copper , and critical #minerals core of the continent
• Southern Africa punches above its weight. South Africa, Zambia, Zimbabwe anchor export value
• West Africa is fragmented. Big potential, uneven monetization
• Most countries remain sub $5bn exporters, despite vast geology
This is an infrastructure, capital, and processing bottleneck.
#Africa doesn’t lack minerals.
It lacks pricing power and downstream control.
A few things stand out fast.
• DRC dominates. The cobalt, #Copper , and critical #minerals core of the continent
• Southern Africa punches above its weight. South Africa, Zambia, Zimbabwe anchor export value
• West Africa is fragmented. Big potential, uneven monetization
• Most countries remain sub $5bn exporters, despite vast geology
This is an infrastructure, capital, and processing bottleneck.
#Africa doesn’t lack minerals.
It lacks pricing power and downstream control.
The scale of China's energy grid is insanely large and highly increasing
In 2025, they held 33.2% of the global electricity generation more than double the USA (~14.2%)
That's 1/3 of the worlds capacity
Then the rest of the World combined ends up with 52.6%
An absolute dominant force in global power generation
In 2025, they held 33.2% of the global electricity generation more than double the USA (~14.2%)
That's 1/3 of the worlds capacity
Then the rest of the World combined ends up with 52.6%
An absolute dominant force in global power generation
⚡1
Morgan Stanley: Uranium is one of the preferred commodities in 2026.
- Utilities are short uranium and are entering the spot market
- Price target of $90/lb by Q3
The #uranium market is set to outperform.
Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD
- Utilities are short uranium and are entering the spot market
- Price target of $90/lb by Q3
The #uranium market is set to outperform.
Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD
✍1
Platinum prices have further to go.
- Prior to 2011, platinum traded at a premium to gold
- This premium almost reached 300% in 2008
- Now, even after the dramatic surge, it is still at a 50% discount
I expect #platinum prices to trade at a premium again in the future.
- Prior to 2011, platinum traded at a premium to gold
- This premium almost reached 300% in 2008
- Now, even after the dramatic surge, it is still at a 50% discount
I expect #platinum prices to trade at a premium again in the future.
RABOBANK: STABLECOINS ARE A GEOPOLITICAL WEAPON FOR THE US
Rabobank argues dollar stablecoins are becoming a powerful U.S. geopolitical weapon and a tool for what it calls “reverse perestroika.”
Here’s the core mechanism:
When a foreign firm wants to hold a dollar stablecoin, it first provides its local currency to a US stablecoin issuer.
That issuer (ie Tether) converts the foreign currency into dollars via the relevant central bank, then sends those dollars to the US Treasury in exchange for T bills.
The stablecoin is then issued to the foreign firm.
The result: dollars flow into the US, while the US funds its fiscal deficit with Treasury bills at lower rates.
In trade, the effect is even stronger.
If a US importer pays an exporter in stablecoins, the importer sends dollars to the stablecoin issuer.
The issuer buys a T bill from the Treasury and issues stablecoins to the exporter.
No physical dollars leave the US.
Only tokens do.
And foreign holdings of US debt do not increase.
Rabobank notes the US can even require that those stablecoins be “reinvested” back into the US as part of trade agreements.
The bank compares this structure to the Soviet-era “trade ruble” used within COMECON, where settlement units circulated internationally while real monetary control stayed domestic.
In effect, Rabobank argues stablecoins could allow the US to sidestep the Triffin Dilemma.
The same dilemma that underpins America’s exorbitant privilege and eurodollar power, but also constrains its ability to reindustrialize.
Stablecoins export dollars without exporting dollars. And that changes the global monetary game.
Rabobank argues dollar stablecoins are becoming a powerful U.S. geopolitical weapon and a tool for what it calls “reverse perestroika.”
Here’s the core mechanism:
When a foreign firm wants to hold a dollar stablecoin, it first provides its local currency to a US stablecoin issuer.
That issuer (ie Tether) converts the foreign currency into dollars via the relevant central bank, then sends those dollars to the US Treasury in exchange for T bills.
The stablecoin is then issued to the foreign firm.
The result: dollars flow into the US, while the US funds its fiscal deficit with Treasury bills at lower rates.
In trade, the effect is even stronger.
If a US importer pays an exporter in stablecoins, the importer sends dollars to the stablecoin issuer.
The issuer buys a T bill from the Treasury and issues stablecoins to the exporter.
No physical dollars leave the US.
Only tokens do.
And foreign holdings of US debt do not increase.
Rabobank notes the US can even require that those stablecoins be “reinvested” back into the US as part of trade agreements.
The bank compares this structure to the Soviet-era “trade ruble” used within COMECON, where settlement units circulated internationally while real monetary control stayed domestic.
In effect, Rabobank argues stablecoins could allow the US to sidestep the Triffin Dilemma.
The same dilemma that underpins America’s exorbitant privilege and eurodollar power, but also constrains its ability to reindustrialize.
Stablecoins export dollars without exporting dollars. And that changes the global monetary game.
✍1
This media is not supported in your browser
VIEW IN TELEGRAM
🇨🇭 Global One SI - Prompt
Before the end of #POTUS' term, #NASA will lay the foundation of a "transcontinental railroad" to Mars. By utilizing nuclear electric propulsion, our nation will have the tools necessary to establish a Martian outpost and maintain American superiority in…
$LUNR
"Before the end of President Trump's term, we will launch our first nuclear power and propulsion rocket"
Worth mentionning that back in Oct '25, Intuitive Machines announced an $8.2 million contract extension from the U.S. Air Force Research Laboratory’s Space Vehicles Directorate to develop next-generation nuclear power systems for spacecraft and lunar infrastructure.
"Before the end of President Trump's term, we will launch our first nuclear power and propulsion rocket"
Worth mentionning that back in Oct '25, Intuitive Machines announced an $8.2 million contract extension from the U.S. Air Force Research Laboratory’s Space Vehicles Directorate to develop next-generation nuclear power systems for spacecraft and lunar infrastructure.
🚨MASSIVE CRASH IN CRYPTO MARKET.
$500 BILLION has been wiped out from
the crypto market, and $5 BILLION worth of leveraged longs and shorts were liquidated in the last 3 days.
Bitcoin is down -13% and has wiped out nearly $265 billion from its market cap.
ETH has dumped -25 % and erased $91 billion from its market cap.
The XRP has fallen -22 % and erased $24 billion.
SOL crashed more than -23% and wiped out $16 billion.
$500 BILLION has been wiped out from
the crypto market, and $5 BILLION worth of leveraged longs and shorts were liquidated in the last 3 days.
Bitcoin is down -13% and has wiped out nearly $265 billion from its market cap.
ETH has dumped -25 % and erased $91 billion from its market cap.
The XRP has fallen -22 % and erased $24 billion.
SOL crashed more than -23% and wiped out $16 billion.
🇨🇭 Global One SI - Prompt
#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
🎲 @polycoolbot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
🎲 @polycoolbot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
🇨🇭 Global One SI - Prompt
#ETH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#ETH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
🎲 @polycoolbot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
🎲 @polycoolbot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
🇨🇭 Global One SI - Prompt
#SOL/USDT H2 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#SOL/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
🎲 @polycoolbot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
🎲 @polycoolbot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
🇨🇭 Global One SI - Prompt
The scale of China's energy grid is insanely large and highly increasing In 2025, they held 33.2% of the global electricity generation more than double the USA (~14.2%) That's 1/3 of the worlds capacity Then the rest of the World combined ends up with…
USA - demand is increasing, generation is not catching up,
Solar
Nuclear
Renewable
Battery storage
they need a investment to catch up with demand
Solar
Nuclear
Renewable
Battery storage
they need a investment to catch up with demand
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Oil doesn’t move freely. It funnels.
Just a handful of chokepoints carry most of the world’s oil.
• #HormuzStrait : ~21 mb/d
• Strait of Malacca: ~24 mb/d
• Suez + Bab el-Mandeb: ~17 mb/d combined
That’s not diversification.
That’s concentration risk.
This is why markets stay calm… until they don’t.
When geography, not fundamentals, is stressed, prices gap before supply even breaks.
This is exactly what my latest deep dive explains:
• Why #Iran ≠ #Venezuela
• How chokepoints reprice oil faster than inventories
• What history says when transit routes are threatened
Markets are pricing optionality, not barrels.
One miscalculation, and the map above turns into a price shock.
#oott #Trump
Just a handful of chokepoints carry most of the world’s oil.
• #HormuzStrait : ~21 mb/d
• Strait of Malacca: ~24 mb/d
• Suez + Bab el-Mandeb: ~17 mb/d combined
That’s not diversification.
That’s concentration risk.
This is why markets stay calm… until they don’t.
When geography, not fundamentals, is stressed, prices gap before supply even breaks.
This is exactly what my latest deep dive explains:
• Why #Iran ≠ #Venezuela
• How chokepoints reprice oil faster than inventories
• What history says when transit routes are threatened
Markets are pricing optionality, not barrels.
One miscalculation, and the map above turns into a price shock.
#oott #Trump