C-J

11.1K posts

C-J

@CJUNilsson

@ midsized European bank, previously in FinTech & stock brokerage. Education: Economics & history. Advocate of #laissezfaire #smallgovernment $gold

Katılım Ocak 2015

1.3K Takip Edilen928 Takipçiler

Sabitlenmiş Tweet

C-J@CJUNilsson·15 Şub

In a multipolar world with low geopolitical trust, central banks are incentivized to hold neutral reserve assets. Gold fits that role. As trust declines, reserve allocations naturally shift toward neutral assets - a Nash equilibrium outcome.

C-J@CJUNilsson

A global neutral reserve asset is a global Nash equilibrium. #gold

English

500

C-J@CJUNilsson·4h

Step 1 (NOW) Market skeptical Prices lag reality Step 2 (TRIGGER) Visible inventory draws (EIA prints) Crack spreads spike Step 3 (MOVE) Financial players pile in Prices gap higher Step 4 (ENDGAME) Demand destruction Policy response Top forms

HFI Research@HFI_Research

(WCTW) The Oil Market Breaking Point Is Here We made it public. hfir.com/p/wctw-the-oil…

English

C-J@CJUNilsson·4h

Oops

Energy Headline News@OilHeadlineNews

HORMUZ MINE CLEARANCE MAY TAKE 6 MONTHS, PENTAGON TELLS CONGRESS

English

C-J@CJUNilsson·6h

@AlaliQasem @jfhksar88 Feels like Jan/Feb 2020.

English

Qasem Al-Ali@AlaliQasem·7h

The oil crisis is worse than anything in modern history. Nobody is panicking. That’s the problem. 🧵

English

124

647

3.3K

265.7K

C-J@CJUNilsson·6h

👀

aussie17@_aussie17

🚨 BREAKING - NOW IN IRAQ! 🔥 Massive fire at Erbil oil refinery after alleged attack! 7 CONSECUTIVE ENERGY INCIDENTS IN 7 DAYS! 15 Apr → Australia's Geelong Refinery 16 Apr → Pakistan blast (8 dead) 18 Apr → Russia's Tuapse refineries 20 Apr → India HPCL Rajasthan 20 Apr → Texas oil well explosion 20 Apr → Romania CET Vest blast 22 Apr BREAKING → Erbil refinery fire! What the heck is happening!😱

ART

C-J@CJUNilsson·12h

👀

Visegrád 24@visegrad24

Massive explosions reported at an oil refinery in Erbil, Iraqi Kurdistan

ART

C-J retweetledi

Aidan Simardone@AidanSimardone·1d

Just the beginning. Jet fuel has supplies have completely collapsed

Financial Times@FT

The German carrier cancelled about 120 daily flights and said it would drop unprofitable routes from Munich and Frankfurt until the end of the summer season. ft.trib.al/MMYTzqp

English

1.7K

8.3K

956.5K

C-J@CJUNilsson·1d

@profplum99 Michael, would love to see you back on @MacroVoices. You spoke years ago about a potential World War III scenario; recent events seem to point in that direction. Would value your updated perspective. Thanks.

English

Michael Green@profplum99·1d

I am rapidly realizing that claims of “5D chess” are originating from those who can’t understand 4D chess.

English

350

28.2K

C-J@CJUNilsson·1d

@DrPippaM Pippa, Would love to see you back on @MacroVoices. Could you revisit the “shadow war” you mentioned in 2022? Recent attacks on refineries and chemical/oil facilities (Australia, India, U.S.) feel like a continuation, would value your take. Thanks.

English

Pippa Malmgren@DrPippaM·3 Nis

The Archipelagic Century open.substack.com/pub/drpippa/p/…

English

10.2K

Pippa Malmgren@DrPippaM·3 Nis

The Archipelagic Century: Kharg, Qeshm, Abu Musa, Mayyum, Socotra, The Oxagon, Sindalah, Tiran, Sanafir and Marassi It is strange but true that global geopolitics these days hangs on islands: Kharg Island, Qeshm, and places you probably haven't heard of like: ☀️Perim/Mayun: Guard the entrance to the Red Sea ☀️Qeshm: The heart of Iran's "strategic architecture," reportedly housing vast underground "missile cities" operated by the Islamic Revolutionary Guard Corps (IRGC) ☀️Abu Musa, Greater Tunb, Lesser Tunb: Contested between Iran and the UAE. ☀️Sindalah: The world's premier eco friendly Yachting hub ☀️Sirra: The "key" to the Gulf of Aden ☀️Socotra: a critical node in the potential "Maritime Security Corridor" and a place with mystical qualities ☀️Tiran and Sanafir: Egypt officially ceded sovereignty to Saudi Arabia in 2018. ☀️Shushah: home to the world’s largest coral reef garden and a $500b mega science project. ☀️Zuqar: Where Houthis launch projectiles and drones ☀️Oxagon: Saudi's invitation to an alternative energy future Island Diplomacy matters to the world economy now. It's time to brush up on geopolitical islands. Link below: 👇😎

English

4.1K

C-J retweetledi

Lukas Ekwueme@ekwufinance·1d

IEA: It will take years to reach pre-war oil production IEA: We will see a ~3 mbpd surplus by year-end

English

228

21.1K

C-J@CJUNilsson·1d

👀

Andrew Bridgen@ABridgen

Gas pipeline explodes in Haripur , Pakistan: - 8 dead (including children), massive fireball engulfs homes. Energy infrastructure is burning worldwide. Are you still a coincidence theorist ? Time to wake up and smell the burning oil and gas all over the World.

ART

C-J retweetledi

WarMonitor🇺🇦🇬🇧@WarMonitor3·1d

Russia have had to cut oil production by nearly 400,000 barrels in April due to Ukrainian drone strikes.

English

363

5.1K

130.7K

C-J@CJUNilsson·1d

👀

Save Australia 🇦🇺@SaveAustralians

It is obvious what’s happening. Sleeper cells have been activated all around the world to destroy petrochemical facilities. What’s extremely disturbing is governments silence on the matter. They know what’s going on, yet won’t name it. This should make everyone question just what our politicians are hiding.

ART

C-J@CJUNilsson·1d

👀

(((Tendar)))@Tendar

The latest video coming from the refinery in Tuapse, Krasnodar region, in Russia shows that basically the entire facility is burning. I’m saying that this facility is a total loss.

ART

C-J@CJUNilsson·1d

👀

Sulaiman Ahmed@ShaykhSulaiman

THEY ARE DESTROYING OIL REFINERIES AROUND THE WORLD Oil refineries/energy facilities blown up: ✅ 3rd April: Russia's Major Oil Export Terminal ✅ 4th April: Russia's Crude Distillation Unit ✅ 7th April: India's Power Plant ✅ Mexico's Refinery ✅ 14th April: India's Power Plant ✅ 15th April: Australia's Energy Refinery ✅ 20th April: Russia's Oil Refinery ✅ 21st April: India's Oil Refinery ✅ 21st April: Romania's Power Plant ✅ 21st April: Texas Oil Rig Why do you think they are doing this?

ART

C-J retweetledi

Kirill Dmitriev@kadmitriev·1d

Lufthansa’s first cancellation of 20,000 flights as the energy crisis tsunami approaches Europe. This is just the beginning.

Financial Times@FT

Lufthansa cuts 20,000 flights to save fuel as prices soar ft.trib.al/HXxGMgs

English

150

13K

1.4M

C-J@CJUNilsson·1d

Oil at ~$90 isn’t expensive once you adjust for inflation.

C-J@CJUNilsson

@codon_pro @NorthstarCharts The flaw is nominal thinking. $200 oil today ≈ $20 in 1960s dollars after inflation. People hear “$200” and assume apocalypse, but fiat purchasing power has fallen ~90% since the 60s. Even the 2008 oil spike (~$147) is roughly $200+ in today’s dollars.

English

C-J@CJUNilsson·1d

😬

Josh Young@JoshYoung

"New reports from today indicate that this Indian tanker fell for a fake IRGC crypto scam. They paid USDT to the scammers, thinking they could now pass through freely, and got shot at by the real IRGC forces."

ART

C-J@CJUNilsson·1d

Ceasefire expires within hours. Extension = relief → oil pauses No deal = escalation → oil reprices fast

WarMonitor🇺🇦🇬🇧@WarMonitor3

Huge amount of US airforce activity heading into the Middle East today largest I have seen in a while as ceasefire deadline quickly approaches...

English

C-J@CJUNilsson·1d

💯

Robert Friedland@robert_ivanhoe

Equity markets have priced in AI, which might happen. Whereas, oil markets have NOT priced in what has already happened. ~ 1 billion barrels of oil has been lost to date… and oil prices are up only ~50%.

ART

C-J retweetledi

Krishan Gopaul@KrishanGopaul·1d

Swiss #gold exports (HS7108) rose 26% m/m in March, to 152 tonnes. This is led by a big m/m jump in exports to the UK, as well as a healthy m/m increase in shipments to China.

English

1.7K

Keşfet

@AlaliQasem @jfhksar88 @profplum99 @MacroVoices @DrPippaM @elonmusk @BarackObama @taylorswift13