Rob Chester

24.7K posts

Rob Chester

Rob Chester

@Chester8Rob

CEO @ SCI. Rhodesian Ridgeback lover. Married to Caroline. Grandson Rowan delighting me. All Twitter views my own.

Darrington England. 가입일 Ocak 2017
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Joe
Joe@electionsjoe·
AND THERE YOU HAVE IT. DEMS HAVE FLIPPED DONALD TRUMP'S VERY OWN FLORIDA STATE HOUSE DISTRICT. WINNING THE TRUMP +12 DISTRICT BY 2, A 14 POINT SHIFT TO THE LEFT.
Joe tweet media
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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
Absolute chaos. The NYT reports total confusion in the White House. Trump is desperately begging for a way out of the war to save the markets. Now Türkiye, Egypt, and Pakistan are stepping in to mediate because Trump's disastrous war is threatening the entire global economy.
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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
CNN's Christiane Amanpour exposes Trump's massive lie. She confirms the White House admits off the record that "peace talks" with Iran are completely fake. Iran is calling it fake news and accusing Trump of just trying to manipulate the stock market.
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Ryan Fournier
Ryan Fournier@RyanAFournier·
ABSOLUTE HEROES. Pilot Antoine Forest and First Officer Mackenzie Gunther tragically lost their lives in Sunday’s horrific LaGuardia crash, but they made the ultimate sacrifice and saved EVERY SINGLE passenger on board. Their Air Canada flight collided with a firetruck, but because of their incredible bravery, everyone else walked away. Survivor Rebecca Liquori said it best: she is “forever indebted” to them. God bless these two heroes and their families. This is what true bravery looks like! 🙏
Ryan Fournier tweet media
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Angelica Shalagina🇺🇦
Angelica Shalagina🇺🇦@angelshalagina·
The world is silently watching while russians keep destroying us. Killing civilians. Killing children. Aiming at our homes. Kyiv didn’t sleep all night. The attack didn’t stop till evening. Lviv - hit in the center. Ivano-Frankivsk. Ternopil. Middle of the day. Please don’t look away. Don’t let putin repeat this again and again. It’s time for action. Not words. Because this is not a movie. We are real people. And we are dying.
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Andrii Sybiha 🇺🇦
Andrii Sybiha 🇺🇦@andrii_sybiha·
Don’t look away, @la_Biennale. This is the ugly face of barbaric Russia—destroyed UNESCO World Heritage in the protected center of Lviv. This is the barbarism you wish to normalize at the Biennale. Get real!
Andrii Sybiha 🇺🇦 tweet media
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Parody Nigel Farage
Parody Nigel Farage@Parody_PM·
Got a lovely welcome from the team at Ipswich Town. #ITFC
Parody Nigel Farage tweet media
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WG RumblePants
WG RumblePants@WG_RumblePants·
I’ve been critical of Michael Vaughan chasing headlines and trying to manufacture clickbait quotes. I think he’s tarnished his 2005 legacy a bit by doing that. I’m one of many fans that he’s blocked. But, having said all that, credit where it’s due. Having listened to him on the TMS podcast and his own pod today, he sounds a lot more competent and capable than Rob Key. He clearly has a vision for England. He is a proven performer. I don’t think he would take any crap. He might even knock a few heads together. Would you like to see him take over from Key?
WG RumblePants tweet media
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Mike Sington
Mike Sington@MikeSington·
ICE agents were sent to airports to “fix” TSA lines. All they’re doing is wandering around, chatting with each other, and getting coffee. Your tax dollars at work.
Mike Sington tweet mediaMike Sington tweet mediaMike Sington tweet mediaMike Sington tweet media
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Gavin Newsom
Gavin Newsom@GavinNewsom·
🚨HUGE STORY FOX REFUSES TO COVER 🚨 Trump and Scott Bessent just handed Iran $14 BILLION by easing oil sanctions. Fox spent YEARS screaming about Obama's fake “pallet of cash.” Now? Total. Silence.
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Anders Åslund
Anders Åslund@anders_aslund·
Trump has made it meaningless to negotiate with the US. 1. Trump decides everything that is important. 2. Trump lies all the time. 3. Trump does not recognize agreements but violate them. Conclusion: Only arms matter. All have to arm as much & fast as possible. US is lost.
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Shanaka Anslem Perera ⚡
BREAKING: South Korea just announced mandatory fuel rationing. Government vehicles at public institutions barred from operating one day each week on a five-day licence plate rotation. The world’s 10th largest economy, a G20 member, a semiconductor superpower, home to Samsung and SK Hynix, the country that fabricates a quarter of the world’s memory chips, is rationing fuel like Sri Lanka. South Korea imports 73 to 87 percent of its oil from the Middle East. Every barrel transits the Strait of Hormuz. The strait is closed and mined. There is no alternative route for Korean crude imports at scale. The Kospi crashed 4.9 percent on Monday before Trump’s “productive conversations” post briefly eased the panic. The won is weakening. Inflation is accelerating. And now the Energy Minister is telling government workers which days they cannot drive. Count the dominoes. Sri Lanka rationed first: Wednesdays off, QR codes at pumps, LPG vanished from southern shelves. Bangladesh followed with public holidays to conserve fuel. Pakistan imposed restrictions. India tightened allocations. Slovenia became the first EU country with QR codes and odd-even plates. Now South Korea. The rationing is no longer a developing-world phenomenon. It is migrating up the GDP ladder. The 10th largest economy. The 12th largest military budget. A US treaty ally hosting 28,500 American troops. Rationing. Those 28,500 troops run on fuel. USFK operates bases across the peninsula that require continuous diesel, aviation fuel, and generator capacity. Joint exercises with the ROK military consume thousands of tonnes of fuel annually. Every barrel of that fuel traces back to the same Middle Eastern supply chain that South Korea’s Energy Minister just acknowledged cannot sustain civilian demand. If civilian vehicles are being restricted, military logistics are under pressure. If military logistics are under pressure, deterrence against North Korea erodes. If deterrence erodes, Pyongyang and Beijing calculate. The Strait of Hormuz is 7,500 kilometres from the Korean DMZ. The fuel that deters Kim Jong Un transits a chokepoint held closed by Iran’s 140 remaining missile launchers. Kim Jong Un is watching. Every day that South Korea rations fuel is a day that North Korea’s calculus shifts. Not toward war, not yet, but toward the conclusion that the American alliance system has a fuel dependency that a single regional conflict can exploit. The US cannot simultaneously secure the Strait of Hormuz with carrier groups, deploy 82nd Airborne paratroopers to the Iran theater, accelerate the 11th MEU from San Diego, AND maintain full deterrence posture on the Korean Peninsula. Something gives. The fuel rationing in Seoul is the first visible signal of what is giving. Taiwan is watching too. TSMC’s fabrication plants in Hsinchu are counting LNG reserves in single-digit days. Taiwan imports virtually all of its energy. If South Korea, with its larger strategic reserves and diversified economy, is already rationing, Taiwan’s timeline is shorter. The chips that power every Nvidia GPU, every Apple processor, every AI training run on Earth depend on a gas supply that depends on a strait that depends on a 5-day pause that depends on a Truth Social post that Iran says corresponds to nothing. Sri Lanka. Bangladesh. Pakistan. India. Slovenia. South Korea. Six countries rationing. Three continents. One strait. The molecules do not check GDP rankings. The molecules check whether the chokepoint is open. It is not. open.substack.com/pub/xerion/p/a…
Shanaka Anslem Perera ⚡ tweet media
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Tansu Yegen
Tansu Yegen@TansuYegen·
China has officially opened the world's tallest bridge in Guizhou province, cutting travel time from 2 hours to just 2 minutes.
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Rob Chester
Rob Chester@Chester8Rob·
An excellent summary of impending problems. As always, it is the poorest that will suffer the most.
Shanaka Anslem Perera ⚡@shanaka86

BREAKING: The nitrogen trap just closed. Three locks snapped shut simultaneously. The planting window is closing behind them. And the food the world eats next year is now being decided by molecules that cannot reach the soil in time. Lock one: the Strait of Hormuz. The IRGC permissioned corridor allows oil tankers from friendly nations to pay $2 million in yuan and pass. It does not allow fertiliser vessels to pass at any price. Zero approved fertiliser transits in 24 days. The Gulf supplies 49 percent of the world’s exported urea and roughly 30 percent of traded ammonia. That supply is not delayed. It is denied. The gate opens for molecules that fund the gatekeeper. It stays closed for molecules that feed the planet. Lock two: Russia. The world’s largest exporter of ammonium nitrate just halted all AN exports until after April 21. Three to four million tonnes per year, gone from global markets at the exact moment the Northern Hemisphere needs it most. The official reason is “domestic priority.” The strategic effect is leverage. Russia earns windfall revenue from the oil price spike its ally’s war created, then removes the fertiliser that farmers need to plant through the crisis. The disease and the cure, again, from the same address. Lock three: China. Beijing has banned exports of nitrogen-potassium blends and phosphate fertilisers through August 2026. China is the world’s largest phosphate producer and a major nitrogen supplier. The ban removes the last alternative source that could have compensated for Hormuz and Russia. Three locks. Three countries. Three deliberate decisions timed to the same biological calendar. The biological calendar does not negotiate. Corn requires nitrogen at the V6 to VT growth stage or kernel set is permanently reduced. Wheat requires it at tillering and jointing or grain fill collapses. Rice requires it at transplanting or yield drops 20 to 40 percent in low-input systems. These are not economic models. They are cellular processes. The plant either receives nitrogen during the window or it does not. If it does not, no subsequent application, no price increase, no policy reversal can recover what was lost. The damage is written into the biology of the seed. The US Corn Belt window closes mid-April. European top-dressing is happening now. Indian Kharif preparation begins in May. Bangladeshi Boro rice transplanting is underway this week. Every one of these windows is closing while the three largest sources of nitrogen on Earth are simultaneously locked: Hormuz by military blockade, Russia by export decree, China by trade ban. The USDA Prospective Plantings report arrives March 31. The FAO Food Price Index publishes April 3. These will quantify what the molecules already know: the nitrogen did not arrive. The yield loss is locked in. The 5 to 10 percent global drag will concentrate where the buffers are thinnest: subsistence farms in Bangladesh, Sub-Saharan Africa, South Asia, where a 20 percent shortfall does not mean lower profits. It means hunger. Sri Lanka banned synthetic fertiliser in 2021. Rice yields collapsed 40 percent. The government fell. In 2008, fertiliser and oil spiked simultaneously and food riots erupted across 30 countries. In 2026, the strait blocks fertiliser while Russia and China withdraw the alternatives, and the planting windows close on a planet with nowhere else to turn. The war is fought with missiles. The famine is fought with molecules. The molecules are trapped behind three locks on three continents, timed to the one calendar that cannot be paused, extended, or negotiated: the calendar written into the DNA of every seed in the soil. Full analysis: open.substack.com/pub/shanakaans…

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Shaun
Shaun@LfcShaunjudge·
Really pleased to get a full tank of petrol for £60 today... Granted it was for the lawnmower but I'm trying to keep positive...
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Michael (Hedge Fund Manager)
I've been analyzing the stock market for 50 years I manage billions of dollars and I'm an expert in macroeconomics Here's exactly what will happen from here with the Iran situation: I have no fucking idea
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