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Visited this factory in China.
Before they needed 10 people, now only one is in charge🤦♂️
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Marco Castelli
25.6K posts
Marco Castelli
@macastel3
Shanghai based. Commerce from China. I help build supplement brands. Get on a call at "thesupguy dot com" link below
Shanghai Bergabung Mart 2008
2.4K Mengikuti29.2K Pengikut
@litnewsnet And then you complain ‘allies’ dont want to help🤦♂️
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JAPANESE REPORTER: “Why didn't you tell us before you struck Iran?”
TRUMP: “We didn’t tell anyone about it because we wanted surprise. Who knows better about surprise than Japan? Why didn’t you tell me about Pearl Harbor?”
😭💀
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@JTLonsdale you are in the business of wars, no wonder you disagree
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Balaji is a bright guy but he fled the USA and has set his mind totally against our future success.
He lives in a world where US is losing and China is winning. This is his fixation. It’s dangerous, and it’s wrong. And this war has embarrassed China, destroyed their 100 cargo planes of war materials and their military ally, and frustrates them.
It’s fair to disagree about the attack. But saying that its architects are guilty of any downside is childlike nonsense. They should be proud of their work and their courage to take on this evil.
If you’re against the war, do you get credit for the last two decades of literal mass torture and mass rape and repression by this regime, and its terror funding and death around the region? Do you get credit for “supporting” the billions it spends on social media bots and information operations to polarize the US against ourselves, and weaken the west? Do you also get credit for what would have been the next twenty years of that?
Are you, Balaji, responsible for that side of it? No?
But if you are for it, you get zero credit for fixing any of that, but blamed for ALL the possible downsides? Total BS.
The mullahs holding the region hostage shouldn’t get your help to blame others for the damage they do.
Geopolitics and war is complex and there are risks on all sides. There is risk in acting, and in not acting.
I’m really glad we are taking advantage of the massive innovation and competence gap that exists at this moment, and finally eliminating so much evil.
I hope for freedom for the Iranian people and know that the situation is hard and complex, but either way it is good to stop the bad guys and eliminate so many of the worst groups, who have done so much damage, from history. Nobody should get away with what those bastards did for so long; this was long overdue.
Balaji@balajis
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
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@christankerfund I said the same thing the other day and I had a lot of Europeans yell at me that they were not going to help.
Looks like self-interest has re-appeared.
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A number of countries issue a statement saying they are ready to help ensure safe passage through Hormuz.
They obviously see this getting very close to spiraling completely out of control.
But let’s see what actually comes from this ….
British Embassy Washington@UKinUSA
NEW: The UK alongside France, Germany, Italy, the Netherlands and Japan expresses readiness to contribute to appropriate efforts to ensure safe passage through the Strait of Hormuz 👇 gov.uk/government/new…
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Iran has nothing to lose now
If they go down, they want to bring down everyone
Only a fool would have started a war with Iran
(Or maybe this was the plan - to bring down all the world)
x.com/GlobeEyeNews/s…
Globe Eye News@GlobeEyeNews
BREAKING: Iran strikes Israel’s Haifa refinery.
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@Tubthumping1 @johnkonrad likewise. I just care about what i pay...
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If we lost the war it would undermine him.
Which is why the media is hell bent on saying Iran has a fighting chance left and the American military is losing.
Unbelievable considering we sunk their entire Navy and our ships don’t have a single battle scar.
The Economist@TheEconomist
The reckless campaign against Iran will weaken America’s president. That will make him angry. Be warned: he makes a very bad loser econ.st/4lA7lEQ
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@Seanfrank Houses down; crashed big time in smaller cities, holding only in tier 1 (central areas)
A supplier bought for 800k rmb now valued 300k
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Iran appears to have scored a successful hit in the vicinity of Israel's Haifa oil refinery moments ago.
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@DARonin4 @johnkonrad look at the Red Sea, still closed for the most part (Houthis)
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@macastel3 @johnkonrad Do you really believe Iran is going to be able to maintain this illusion that they control the strait for any extended period of time? Especially once the calvary arrives? Get real
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Qatar are already saying it clearly: next 4-5 years will be impacted (it takes so much to rebuild)
So the normality will be higher prices unless other sources come online soon
and the war is still not over
x.com/financialjuice…
FinancialJuice@financialjuice
QatarEnergy CEO: We will be losing 12.8 million tons per year of LNG for three to five years, around 17% of Qatar’s export LNG
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@ShunuSweet @KuittinenPetri flights to Europe have spiked; i'm talking about raw materials
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@KuittinenPetri @macastel3 I wonder what kind of goods are these because things I buy on Taobao and Meituan are still very normally priced, and Ctrip's flight prices, literally the thing that'll be the most directly affected by the situation in Hormuz, are still normal.
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@macastel3 Can you heat your house or drive your car on futures?
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Hegseth: “Our ungrateful allies in Europe should be saying one thing to President Trump: thank you.”
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@macastel3 By how much, and what are some critical products that are seeing fast increases, if you don't mind me asking 🙏
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@macastel3 @YRanaraja today something i got 340 now increase to 440 rmb. and its electronics not directly related to oil.
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