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Angela Walter Wells
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Angela Walter Wells
@AngWWells
Inquisitive marketer & researcher at Splunk. Full-time Customer Advocate. Mom of 2 amazing boys. Sports & travel fanatic. Views are my own.
Katılım Haziran 2013
1K Takip Edilen866 Takipçiler
Angela Walter Wells retweetledi
Fascinating summary here:
Shanaka Anslem Perera ⚡@shanaka86
Seven clocks are running. None of them negotiable. All of them counting down to the same weeks. The planting clock. Mid-April is the biological deadline for corn and soybean planting across the US Midwest. Every day that passes without nitrogen becoming affordable and available narrows the window for corn. USDA projects corn falling to 94 million acres from 98.8 million. Soybeans rising to 85 million from 81.2 million. The seeds that go into the ground in the next three weeks determine America’s grain harvest in October. The decision is irreversible. The USDA clock. March 31. Prospective Plantings. The report that converts farmer intentions into official data. Every acreage number, every corn-soy ratio, every nitrogen-dependent calculation becomes a published fact that traders, governments, and food agencies will use to model global supply for the next twelve months. The number arrives in twelve days. The FAO clock. April 3. The Food Price Index. The first global reading that captures post-Hormuz commodity prices across cereals, vegetable oils, dairy, meat, and sugar. The 2022 peak was 159.7 in March 2022 after Ukraine. This reading will incorporate oil above $100, urea at $610, LNG halted, packaging repriced, and freight surcharges of $500 to $1,500 per container. The number that determines whether the UN declares a food emergency arrives in fifteen days. The pharmaceutical clock. India’s API inventory buffers are two to three months, measured from the war’s onset on February 28. Late May is the depletion window. Methanol at 87.7 percent Hormuz exposure feeds the solvent chain for paracetamol, ibuprofen, metformin, and antibiotics. Once buffers deplete, the shortage becomes a patient access crisis for the 47 percent of US generics that originate in India. The China crude clock. FGE NexantECA confirmed China is drawing commercial reserves at up to one million barrels per day. The draw sustains refinery operations for four to six weeks from March 19. Mid-April to late April is the exhaustion window. After that, China faces three options: accelerate Russian pipeline imports, reroute at massive premium, or crack open the strategic petroleum reserve. The third option reprices every commodity on the planet. The helium clock. SK Hynix and Samsung hold two to three months of helium inventory. Late May to early June is the depletion window. South Korea imports 64.7 percent of its helium from Qatar. Ras Laffan is offline. If helium buffers deplete before alternative supply arrives, semiconductor fabrication faces rationing. The AI hardware supply chain hits a physical wall measured in months, not quarters. The insurance clock. Solvency II requires 30 to 60 days of zero incidents before P&I clubs can reinstate war risk coverage. Even after a ceasefire, the insurance normalisation takes six to sixteen months based on the Red Sea precedent of 26 months and counting. The logistics system lags the financial relief rally by the longest duration of any clock in this crisis. Seven clocks. The shortest expires in twelve days. The longest runs for over a year. The planting window, the USDA report, the FAO index, the drug buffers, the Chinese crude draw, the helium inventory, and the insurance cycle are all counting down simultaneously. None of them pause for diplomacy. None of them respond to presidential directives. None of them read sealed packets. The calendar is the only actor in this war that has never lost a negotiation. open.substack.com/pub/shanakaans…
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Angela Walter Wells retweetledi
Buttigieg: "The president's political operation was raising money off images at a dignified transfer. Any politician who does that has no business leading American troops into war. If the president is willing to raise campaign funds over the bodies of America's war dead, he is unfit to be the commander in chief."
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Angela Walter Wells retweetledi
"We know we're so much better than what our record was." 🗣️
The Journey takes you inside the @NUMensBball locker room as Chris Collins addresses his team after their 2nd-ever multi-win run at the #B1GMBBT 👇
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Angela Walter Wells retweetledi
Wooooooooooboyyyyy!
Hillary Clinton popped off in her deposition about the potential "gross incompetence" of Attorney General Pam Bondi and/or a massive coverup of the Epstein files for Donald Trump.
She also says Donald should be deposed too.
Worth the watch.
🔥
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Angela Walter Wells retweetledi
CNN put together a montage of the regime's incoherent talking points about Trump's war on Iran
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Buck Belue (@buckbelue8) has had enough of Jurickson Profar.
“Two PED suspensions in less than a year. Cut him. Get rid of him immediately.”
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BREAKING: Atlanta Braves designated hitter Jurickson Profar is facing a 162-game suspension after testing positive for a performance-enhancing drug for the second time, sources told ESPN. News free at ESPN: espn.com/mlb/story/_/id…
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Angela Walter Wells retweetledi
Jurickson Profar signed a 3 year $42 Million contract with the Braves prior to the 2025 season
He will be suspended for 243 of 486 possible games during that contract for failed PED tests
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Angela Walter Wells retweetledi
Hillary Clinton: You have held zero public hearings, refused to allow the media to attend them, despite espousing the need for transparency. You have made little effort to call the people who show up most prominently in the Epstein files. And when you did, not a single Republican member showed up for Les Wexner's deposition. This institutional failure is designed to protect one political party and one public official, rather than to seek truth and justice for the victims and survivors.
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Angela Walter Wells retweetledi
fortunately US didn't elect a woman president to prattle on cluelessly about interior decorating in a time of war; if so, calls for her impeachment would be immediate.
Republicans against Trump@RpsAgainstTrump
Trump during a press conference on Iran: “See that nice drape?…In about 1.5 years you’re gonna see a very very beautiful building...I picked those drapes. I always liked gold. I believe it will be the most beautiful ballroom anywhere in the world”
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Angela Walter Wells retweetledi
I try not to make political posts. I really do. But I'm watching the @HillaryClinton testimony right now, and it's one of those moments where something just hits you in a way you can't scroll past.
Watching her answer questions, make her points with precision and composure, command the room with the kind of quiet competence that used to be the baseline for public service... it's a painful reminder. This country had a chance to choose a fundamentally different path, and we didn't take it.
You don't have to agree with every policy position she ever held. That's not the point. The point is that we were offered serious, prepared, deeply knowledgeable leadership, and we said no thanks. That's the American tragedy. Not a partisan one. A civic one.
Okay. Back to not making political posts. youtube.com/watch?v=siiAk6…
YouTube
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Angela Walter Wells retweetledi
Angela Walter Wells retweetledi
There's still 3 million Epstein files to be released to the American public, and this is what your FBI Director is doing instead.
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Angela Walter Wells retweetledi
@LakotaMan1 That’s why trumps FBI raided the Fulton County election office-to remove any evidence of election fraud, like the prefilled ballots sent from Elon’s PAC.
And then they both admitted to election fraud in 2 separate posts.
LOCK THEM UP!!
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Angela Walter Wells retweetledi
Angela Walter Wells retweetledi
Angela Walter Wells retweetledi
Angela Walter Wells retweetledi
The intent is to end the UN, and this Board would now be controlled by a wealthy few and be funded $10b by US taxpayers‼️
This can’t be constitutional‼️
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