Andy Lee

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Andy Lee

Andy Lee

@andyleeck

Andy Lee is emcee, available for events hosting..

Planet Earth 参加日 Aralık 2009
59 フォロー中8.6K フォロワー
Andy Lee
Andy Lee@andyleeck·
@DarioCpx Oil May contracts expires April/21. If someone is shorting oil futures, they need to close, take the loss. Or pay more(increase your shorting cost) and roll it to the next month.
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Andy Lee
Andy Lee@andyleeck·
@DarioCpx Not an expert. But assuming the U.S. Treasury is shorting the oil futures, according to the futures contracts, they are subject to margin calls. However, they can always put more money in to maintain their positions
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Q17 NEWS
Q17 NEWS@Q17News0·
BREAKING: Massive blackout across Southern California. Over 44,000 homes and businesses without power in Orange County. San Diego Gas & Electric reporting over 100,000 customers affected. Cause unknown.
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Andy Lee
Andy Lee@andyleeck·
@AlaliQasem @HFI_Research Soon. As long as Hormuz is semi-closed. Some areas of the Strait of Hormuz has been mined. Ships must navigate carefully.
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Sprinter Press Agency- SPA
Sprinter Press Agency- SPA@SprinterPress·
World Economic Forum: the Strait of Hormuz crisis affects not only oil. There are 9 other commodities The war in the Middle East has caused serious damage to energy infrastructure and the de facto blockade of the Strait of Hormuz, which has led to a rise in oil prices. However, the consequences go far beyond energy and are also disrupting the export of non-oil commodities from the region. These include methanol, aluminum, sulfur, graphite, and other key industrial materials that affect global supply chains and the transition to "green" energy. These disruptions are quickly reflected in global supply chains - from fertilizers for future harvests to minerals needed for high-tech industries. 1. Fertilizers (urea and ammonia): The Persian Gulf is the world's largest export center for fertilizers, supplying at least 20% of global exports. The dependence on urea is even higher - about 46% of global trade. This is critically important for agricultural economies, including India, Brazil, and China; prolonged disruptions could exacerbate food inflation. 2. Sulfur: a major by-product of oil and gas processing, whose supplies have been almost halted. About half of the world's maritime sulfur trade passes through the Strait of Hormuz, making the region a key price-setting center. Sulfur shortages affect the production of batteries, phosphate fertilizers, and sustainable logistics. 3. Methanol: about a third of the world's maritime methanol trade passes through the Strait of Hormuz; disruptions limit supplies of an important chemical feedstock for resins, coatings, and plastics. 4. Graphite: synthetic graphite used in electric vehicle battery anodes depends on petroleum coke. Rising prices and shortages could increase battery costs and put pressure on nickel and cobalt supply chains. 5. Aluminum: The Middle East is a major producer of primary aluminum outside of China. Supply disruptions from the region's processing facilities affect global export flows. Aluminum is used in construction, transportation, and renewable energy. 6. Helium: Qatar supplies about a third of the world's helium as a by-product of natural gas processing. It is critical for microchip production and MRI equipment. 7. Glycol (MEG): a key component for polyester fibers, packaging, and textiles. Major importers, including China, India, and Indonesia, face shortages and price increases. 8. Iron ore and pellets: the Persian Gulf region is an important supplier of raw materials for the global steel industry. Shipping disruptions increase delivery times and raw material costs. 9. Green hydrogen infrastructure: the conflict could slow the development of green hydrogen projects and export infrastructure, increasing investment risks. The 2026 Global Risks Report of the World Economic Forum shows that geo-economic confrontation is becoming a key factor in global economic policy. In addition to the immediate impact on commodity markets, there is a growing trend towards sustainability and diversification of supply chains. For states and industry, ensuring access to critical materials - from energy to metals and chemicals - is becoming a matter of economic and national security.
Sprinter Press Agency- SPA tweet media
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Surajit
Surajit@surajit_ghosh2·
In 2004, something terrifying happened in space and Earth actually felt it A rare cosmic event called a starquake erupted from a magnetar 50,000 light years away releasing more energy in a split second than the Sun produces in 100,000 years Even from that distance, it disrupted satellites and GPS signals on Earth Now imagine if it were closer we might not be here to talk about it
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🏴@Dussyme·
49 Or 39 🤔?
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🏴@Dussyme·
Stop scrolling and use that brain for once What should come instead of ?
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Arden Gray 🇺🇸
Arden Gray 🇺🇸@Arden_2210·
If you solve this, your IQ is high 🔥 What should come instead of ?
Arden Gray 🇺🇸 tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Bitcoin collapses below $68,000 after President Trump threatens to "obliterate" Iran's power plants. Just 24 hours ago, President Trump said he was considering "winding down" the Iran War.
The Kobeissi Letter tweet media
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Andy Lee
Andy Lee@andyleeck·
@INArteCarloDoss I thought POTUS said winding down just before market closed Friday Mar/20/2026
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Andy Lee
Andy Lee@andyleeck·
@dgt10011 Bond market volatility expected to surge! Does this have anything to with Powell’s weekend speech?
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Jeff Park
Jeff Park@dgt10011·
This is basically the worst thing that could have happened today Mondays going to be weird
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Cheddar Flow
Cheddar Flow@CheddarFlow·
This is super unusual $18.2M MILLION Worth of $MU puts were just added They expire NEXT WEEK too
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Selling pressure accelerates across multiple asset classes as Bitcoin hits its lowest level since April 2025: 1. Natural Gas: -15.5% 2. ETH: -10.5% 3. Silver: -8.0% 4. Gold: -5.5% 5. Bitcoin: -5.5% 6. WTI Crude: -4.5% 7. Nasdaq 100: -1.5% 8. S&P 500: -1.2% 9. Dow 30: -0.8% We are seeing historic volatility in commodities right now.
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Andy Lee
Andy Lee@andyleeck·
@d_bondar Already sold all my semiconductors stocks in the previous trading day. Cash in hand. Fingers crossed. Will buy back when dipping lower. Just initiated one little short position on Nasdaq index.
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Den Bond
Den Bond@d_bondar·
US markets are taking a breather today, but futures on US indices are deep in the red, while gold and silver hit fresh all-time highs, oil surges, and more. Trump’s shaking up EU/NATO/US ties big time. Iran talks stalled? Guess we’ll “punish our own to scare the outsiders.” VIX spiking +11% right now. If tomorrow’s open looks like this, time to hunt SPY dips from $680-681. Next support around $676. #StockMarket #TrumpEffect
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dogmatix
dogmatix@DogMatixxxx·
@BankerWeimar My account is too small to get any attention. So I’m passing off the info to you. I’m just the past 2 days 5 million shares shorted on $ag, $cde and $hl. $cde has had 50 million shares shorted since November 17th. We need to get a miner short squeeze trending.
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🤠Rabbi Weimar Silver Baron 🤠
Any miner that sells byproduct #Silver forward at a fixed price to a buyer via a spot contract no longer needs to short to hedge it (Hedging byproduct metal production is a means for miners to keep the costs stable… although large primary producers don’t do it, others do)
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