™ ʇǝddnW ɹǝʇsɐW - 🇨🇦🇺🇲🇲🇽

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™ ʇǝddnW ɹǝʇsɐW - 🇨🇦🇺🇲🇲🇽

™ ʇǝddnW ɹǝʇsɐW - 🇨🇦🇺🇲🇲🇽

@muppetmastertm2

Geopolitics, Geography, History, Science, Demographics, Markets and Finance. Read everything. Tear down all narratives. No Heroes. No idols.

North America Bergabung Temmuz 2023
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Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️
Why is the USS George H W Bush sailing around Africa and not through the Suez Canal and the Bab el-Mandeb. Well, there are several possibilities. 1️⃣The US ships are avoiding the Bab el-Mandeb and the Houthis. This is the one being echoed by many, but it is the least likely. US Navy ships routinely sailed past the Houthis since they started their latest round of attacks in late 2023. The Houthi were fairly inefficient in attacking merchant ships, and only sank 4 ships, of which 3 were only sunk because the crews had abandoned ship. 2️⃣They are trying to avoid the Suez Canal. This is more likely as the carrier is completely exposed. It cannot fly its aircraft, its defenses are limited due to the geography of the canal and ships exact position is known in real time. 3️⃣ Finally, the Cape of Good Hope routing allows for training and flight operations all through the voyage and it avoids chokepoints.
Patricia Marins@pati_marins64

It is in the details that we truly understand the real situation. The USS George H.W. Bush and its carrier strike group are currently off the coast of Namibia as they take the long route to avoid the Bab-el-Mandeb Strait. If the American CSG is afraid to pass through the Bab-el-Mandeb Strait and risk being targeted by the Houthis, what kind of security can possibly be provided to cargo ships? The Houthis’ equipment is of Iranian origin, but inferior to what Iran itself uses. Following this reasoning, how does this force intend to enter the Strait of Hormuz, which is infinitely more challenging? Illustrative video

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Ethical Skeptic ☀
Ethical Skeptic ☀@EthicalSkeptic·
A sample from "Inversion — ECDO Theory" Figure III 3-1. Howard Vyse’s ‘quarry marks’ found in Lady Arbuthnot’s (4th) relieving chamber. Whoever did this went a bit ‘over the top’. Note: upside down markings, placed to avoid in situ stones post construction = a lie (logical autoaufheben). (Synthetic reillustration of Vyse field notes – pre-1915)
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Ethical Skeptic ☀
Ethical Skeptic ☀@EthicalSkeptic·
From INVERSION — ECDO Theory Figure III 7-2. Khafre Erosion Metrics Diagram This is an oceanic tidal band, 100%. There are no doubts about this. Just because 99.9% of humanity is blind and dogmatic, does not mean that you have to be.
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Ethical Skeptic ☀
Ethical Skeptic ☀@EthicalSkeptic·
If your purchase of "Inversion: ECDO Theory" transaction was declined by your credit card, I am appealing to get this MCC Code changed. My business description in the payment database (from which MCC codes are derived) was compliant, clear, and correct from day one - they just ignored it and assigned me a code that would block many card transactions. No, contrary to the assigned MCC Code, I am not running a dating and escort service for bored rich women (at least not on that webstore site)...
Ethical Skeptic ☀ tweet media
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Shaun Pinner
Shaun Pinner@ShaunPinnerUA·
In Russian-occupied Melitopol, a drone strike overnight hit an electrical substation, sparking a major fire and knocking out power across parts of the city.
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First Squawk
First Squawk@FirstSquawk·
Ukraine’s Zaporizhzhia Nuclear Power Plant has lost all off-site electricity supply this morning, the IAEA says.
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BBC News (UK)
BBC News (UK)@BBCNews·
Greek police using masked migrants to forcibly push other migrants back across border bbc.in/48IBQTK
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Al Jazeera English
Al Jazeera English@AJEnglish·
BREAKING: The Reuters news agency is reporting that a Chinese tanker sanctioned ⁠by Washington has passed through the Strait of Hormuz despite a ⁠US blockade on the waterway. 🔴 LIVE updates: aje.news/t2ur24
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FinancialJuice
FinancialJuice@financialjuice·
Xi makes 4 proposals on maintaining peace in Middle East - Xinhua
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Astraia Intel
Astraia Intel@astraiaintel·
WOW Russian TURTLE tank, installed with an INSANE SUPERMASSIVE COPE CAGE, gets ANNIHILATED by a small Ukrainian drone BIG EXPLOSION!!! 🇺🇦
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Visegrád 24
Visegrád 24@visegrad24·
Zelensky presents Ukraine’s robot soldiers to the world: “For the first time in the war, an enemy position was captured entirely by ground robotic systems and drones. No infantry. A robot entered the most dangerous area instead of a soldier & captured it”
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Dillion 🇺🇸
Dillion 🇺🇸@bencroyderived·
Brother what? The American Empire who guarantees free and open maritime navigation everywhere, should also be engaged in economic terrorism against the entire world? Vance is going down with the sinking ship that is this admin whether he makes a peace deal or not.
OSINTtechnical@Osinttechnical

Vance: “What [Iran] has done is engaged in this act of economic terrorism against the entire world… well as the President of the United States showed, two can play at that game.”

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JH
JH@CRUDEOIL231·
What is the North Sea physic mkt, and how should the gap between the paper and physical markets be resolved? Every time I post about the physical market, I see a lot of complaints about why oil prices aren't rising further. Many ppl even criticize me, claiming I’m not explaining things properly. First, I’ll summarize the basic components of the North Sea market. ICE Brent Futures: A financially settled paper contract used primarily for broad directional hedging and speculation without the intention of physical delivery. EFP (Exchange of Futures for Physical): A swap that acts as a bridge, allowing a trader to convert a paper futures position into a physical cargo contract. Forward Brent: A standardized OTC physical swap for future delivery. It represents actual oil but remains non-dated bc the exact loading schedule is not yet determined. Dated Brent: The global benchmark price for physical crude. It is assessed daily by agencies like Platts based on actual trades of the most competitive grade within the BFOET+WTI basket, triggered once specific loading dates are confirmed (typically 10-30 days prior). CFD: A short-term swap representing the price difference between Forward Brent and Dated Brent. It is used to plot the physical forward curve and assess whether the market is in contango or backwardation. DFL (Dated to Frontline): A swap that links the physical Dated Brent assessment directly to the front-month ICE Futures contract, managing exposure between the physical and financial markets. Diff (Grade Basis): The premium or discount applied to a specific physical cargo relative to the Dated Brent benchmark. Driven by crude quality, logistics, and refinery demand, this unhedgeable spread is where physical traders generate profit. This alone should be enough. From there, I’ll explain how the gap between the paper market and the physical market actually closes. A massive divergence between Dated Brent (physic) and ICE Brent futures (paper) typically indicates acute near-term physical tightness relative to forward expectations. If Dated Brent remains at $120-130/bbl leading into the expiration of the front-month ICE Brent futures contract (currently around $100/bbl), the futures contract must converge toward the physical price. The convergence is not optional; it is mathematically enforced by the exchange's settlement rules and market arbitrage. This operates through three primary mechanisms: 1) Cash Settlement via the ICE Brent Index ICE Brent futures are cash-settled upon expiration and do not involve physical delivery. Expiring contracts are settled against the ICE Brent Index. The Index is a calculated average of trading activity in the relevant physical Forward BFOET(Brent, Forties, Oseberg, Ekofisk, Troll)+WTI Midland market during the final trading days of the futures contract. Bc Forward Brent and Dated Brent are intrinsically linked, a physical market sustaining $130 will generate an ICE Brent Index near $130. Consequently, any futures positions left open at expiration are forcibly settled at this higher Index price. 2) The Arbitrage Channel (EFP Mechanism) If a $30 spread exists between paper and physical markets, traders will immediately exploit the arbitrage using the EFP mechanism. Traders buy the undervalued ICE Brent futures at $100 and simultaneously sells a physical Forward Brent cargo at $130. They execute an EFP to swap their long paper futures position into a long physical Forward position. The newly acquired long physical position cancels out their short physical position, locking in a profit (minus the EFP swap cost). To execute this arbs on a large scale, traders must aggressively buy ICE futures. This massive purchasing volume forces the futures price up until the gap closes and the arb window is eliminated. 3) Forced Short Covering Market participants holding short positions in the ICE Brent futures market face extreme risk if the physical market disconnects to the upside. Knowing the contract is destined to cash-settle against a $130 physical Index, paper shorts cannot afford to hold their $100 positions into expiration. They are forced to buy back their futures contracts to close their positions before the expiry date. This forced buying—often resulting in a short squeeze—accelerates the upward momentum of the ICE futures price, driving it into alignment with the physical market. Through the combination of final index settlement and active EFP arbs, the paper market is structurally tethered to physical reality as expiration approaches. #oott #iran
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🪖MilitaryNewsUA🇺🇦
🪖MilitaryNewsUA🇺🇦@front_ukrainian·
❗️Over 22,000 missions carried out by ground drones in three months, saving the lives of servicemen — Zelenskyy The President highlighted a breakthrough in the use of ground robotic systems: for the first time, an enemy position was captured without the involvement of infantry — only by drones and ground robotic complexes, forcing the occupiers to surrender with no losses on the Ukrainian side. The head of state stated that the Ukrainian defense industry is already producing millions of FPV drones per year, enabling long-range strikes and domestic missiles. Ukraine has not only developments but real weapons that work: “Neptune”, “Palianytsia”, “Vilha”, “Peklo”, “Flamingo”, “Ruta”. He also emphasized the development of unmanned systems: strikes at a distance of up to 1,750 km — and this is not the limit.
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Rev. Benjamin Cremer
Rev. Benjamin Cremer@Brcremer·
When someone tries to downplay the president’s recent post of an AI photo depicting him as Jesus, as if he’s not trying to make himself out to be divine, you may remind them that he’s also posted these.
Rev. Benjamin Cremer tweet mediaRev. Benjamin Cremer tweet mediaRev. Benjamin Cremer tweet media
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Eric Levitz
Eric Levitz@EricLevitz·
Last week, OpenAI argued that the government may need to create a vast new welfare state to counter AI-induced unemployment and inequality. And yet, the company's leaders have ignored - or abetted - attacks on actually existing social programs vox.com/politics/48546…
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First Squawk
First Squawk@FirstSquawk·
MICROSOFT HIKES SURFACE PRICES SIGNIFICANTLY AMID MEMORY SHORTAGE
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Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️
🚨NAVAL LOGISTICS🚨 The routing of the Bush Strike Group - carrier George H W Bush (CVN-77), Donald Cook (DDG-75), Mason (DDG-87) and Ross (DDG-71) - highlights a critical @USNavy & @MSCSealift underway replenishment lesson. Sailing from Norfolk to Diego Garcia is 10,500 miles via Cape of Good Hope; 8,850 via Suez. The Bush and her escorts will be able to make a high speed run to the Indian Ocean around the Cape of Good Hope because they are supported by the fast combat support ships, USNS Arctic (T-AOE 8). Fleet oilers of the Kaiser and Lewis class have a top speed of 20 knots. Arctic, and her sistership Supply (T-AOE 6) can push 30 knots and support a high speed run around the world. The limitation is not the carrier, as she is nuclear, but the three Burke-class destroyers that will burn through their fuel at a rate twice to three time economical steaming. This also avoids having to sail though Suez or past the Houthis in the Bab el-Mandeb. Just another reason we need to be talking about building more Military Sealift Command logistic ships, including new AOEs.
USNI News@USNINews

EXCLUSIVE: Carrier USS George H.W. Bush Operating off Southern Africa as Iranian Blockade Begins — USNI News news.usni.org/2026/04/13/car…

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