
The flow of liquefied natural gas from the Gulf is expected to come to an abrupt end in the next 10 days ft.trib.al/fbv1oLK
PsiloX
50.8K posts

@PsiloX
Don't trust, verify! Separate money and state! The price for liberty is eternal vigilance. You are the carbon they want to reduce!

The flow of liquefied natural gas from the Gulf is expected to come to an abrupt end in the next 10 days ft.trib.al/fbv1oLK

BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market. In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold. These orders were 4–6x larger than anything else at the time. The trader seemingly made huge gains. Unusual.

BREAKING: While the world watches Iran, Ukraine just set fire to Russia’s largest oil export terminal on the Baltic Sea. Overnight March 22-23, Ukrainian drones struck the port of Primorsk in the Leningrad region. Fuel storage tanks are ablaze. Personnel have been evacuated. Firefighting is underway. Leningrad Governor Alexander Drozdenko confirmed the hit. Russia’s Defence Ministry says 249 Ukrainian drones were launched across the country overnight. More than 70 were intercepted over the Leningrad region alone. The ones that got through hit the largest crude oil loading port in the Baltic. Primorsk processes up to 1.5 million barrels of oil and oil products per day. It handles approximately 100 million tonnes per year. It is the endpoint of the Baltic Pipeline System. It is the port from which the bulk of Russia’s Urals crude is shipped, including via the shadow fleet that circumvents Western sanctions. Both Primorsk and the nearby Ust-Luga port have suspended operations. Primorsk is 1,087 kilometres from Ukraine’s nearest border point. This is not a frontline strike. This is a strategic reach attack on the infrastructure that funds the Russian war machine while Vladimir Putin profits from a Middle East war he did not start. Hold two numbers in your mind. The Strait of Hormuz carries 20 million barrels per day and is effectively closed. The IEA estimates 7 to 10 million barrels per day of Gulf production has been shut in. Now add Primorsk: 1 to 1.5 million barrels per day suspended on the Baltic. The world’s two largest oil chokepoints, separated by 4,000 kilometres, are both on fire simultaneously. One closed by Iran. One burning because of Ukraine. Two wars. Two chokepoints. One global oil market. Putin’s Gulf war windfall just caught fire. In the first two weeks of March, Russia earned an extra 7.7 billion euros in fossil fuel exports as Hormuz-driven prices spiked. Those extra revenues funded approximately 17,000 Shahed drones per day at production cost. The money flowing through Primorsk was paying for the drones hitting Ukraine. Ukraine just hit the port that was paying for the drones. The timing is surgical. President Trump’s 48-hour ultimatum on Iranian power plants expires today. Iran has promised to permanently close Hormuz and destroy all regional energy infrastructure if that ultimatum is executed. Saudi Aramco is telling Asian buyers to prepare for partial April volumes through a Red Sea bypass port that Iran has already hit with missiles. And now Russia’s Baltic crude pipeline has a fuel tank on fire at its terminal. Oil touched $100 per barrel this morning. Brent is above $114. The IEA has already released 400 million barrels of emergency reserves, the largest in history. Analysts estimate those reserves buy 73 to 83 days. The Iran war is 23 days old. The Primorsk fire started hours ago. The two clocks are now running simultaneously, and the oil market has nowhere to hide. Every barrel that does not load at Primorsk is a barrel that does not reach a European refinery. Every barrel trapped in the Gulf is a barrel that does not reach an Asian refinery. The planet is now short on both ends: the Gulf that feeds Asia and the Baltic that feeds Europe. The fertilizer plants, the ammonia synthesis, the urea granulation, the planting season, the food supply, the helium for TSMC, the chip fabrication: all of it runs on molecules that are currently either trapped behind a closed strait or burning in a fuel tank on the Baltic Sea. Two wars. Two chokepoints. One planet. Zero spare capacity. Full deep dive analysis: open.substack.com/pub/shanakaans…






€3T in EU losses from wrong decisions👇 EU restrictions on Russian energy have backfired — we estimate that EU economic losses already exceed €1.5T. As EU gas prices have risen ~100%, total losses could surpass €3T by year-end, triggering deindustrialisation and collapse.

The ECB just admitted that dollar stablecoins are a threat to European monetary sovereignty. Piero Cipollone, a member of the ECB's Executive Board, gave a keynote today in Brussels laying out Europe's tokenized financial market strategy. The message was clear: if Europe doesn't build its own on-chain settlement infrastructure, dollar stablecoins will become the default backbone of European digital finance. His exact words: a world where "a single dominant platform and stablecoin with broad network effects" would have "serious consequences for Europe's monetary sovereignty." The response is already in motion. The ECB is launching "Pontes" in Q3 this year, a system that bridges tokenized asset platforms with central bank money settlement. Their longer-term project "Appia" aims to deliver a full blueprint for a European tokenized financial ecosystem by 2028. €4 billion in tokenized fixed-income instruments have already been issued across Europe since 2021, including sovereign debt from EU member states. This isn't theoretical anymore. Cipollone also took a shot at stablecoins directly, noting that even fiat-backed stablecoins "rarely trade exactly at par, even during calm market conditions." The argument: only central bank money carries zero credit and liquidity risk. This is Europe's answer to America's stablecoin push. While Washington negotiates the CLARITY Act and stablecoin yield deals with Coinbase and the banks, the ECB is building state-controlled rails to make sure tokenized finance runs through central banks, not private issuers.

Milton Friedman: “The government doesn’t have any money. Only people have money. The government only gets money by putting its hand in your pocket and taking it out.”




🚨BREAKING NEWS Kirill Dmitriev : Europe can finally enjoy the success of both its Green and Russophobic agendas—no oil, no gas.



🇸🇰Prime Minister of Slovakia Robert Fico: "The world order does not work. International law does not work. Today the UN is just a joke. The same can be said for the EU."