CQV
285 posts
CQV
@CQVadvisor
Energy & capital markets | Tracking oil, geopolitcs and market flows
Katılım Nisan 2026
273 Takip Edilen75 Takipçiler
@TedPillows Amazing technology. Lot of developers working together for the future
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@GoldTelegraph_ This affects more than people think.
Fertilisers are dependent, which means more high costs for agriculture.
Also copper, litium and niquel need it for their processes.
If it happens:
LONG fertilisers.
LONG minery
BULLISH industrial commoditties
But lower margins for industry
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BREAKING NEWS
CHINA PLANS TO HALT ITS EXPORTS OF SULFURIC ACID IN MAY
This is big.
Not enough people are talking about this.
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@jimcramer 100+ Brent hits S&P earnings through input costs, consumer spending AND dollar strength
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Very few analysts seem to care that oil has gone above $100. They have cordoned off oil as a factor. I think that's Panglossian but i get that domestically we are insulated from a total lack of supply.. They want to buy the dip ahead of a blockade as if the market will rally when the blockade takes effect.
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We have a real case study —>1973 oil embargo. 60%+ spike sustained for months and the result was: global recession, stagflation, US unemployment hit 9%, GDP contracted across Europe. The difference now is that debt levels are 3x higher so the impact to the real economy would be faster and deeper.
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reading 20 pages of a book a day is the 10,000 steps for your brain
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@MarioNawfal Gulf ports at risk means insurance premiums exploding. War risk rates already at historic highs and if the IRGC follows through, we’re not just talking oil…LNG, container shipping, the whole Gulf supply chain freezes. $120 Brent would look cheap..
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🇮🇷🇺🇸 IRGC warns: No Gulf ports will be safe if its own threatened. They are “either for everyone or no one.”
Iran is trying to raise the stakes for the U.S. and its Gulf allies before the blockade fully kicks in today.
Source: AFP news, Al Jazeera
Mario Nawfal@MarioNawfal
🇮🇷 Iran executed at least 1,639 people in 2025, the highest number since 1989 and a 68% jump from the year before. That's more than 4 executions a day, every day, for an entire year. 48 of them were women, the highest figure in over 20 years. Rights groups warn the number is likely an undercount and say hundreds of protesters arrested in January still face the death penalty. This is what the regime looks like from the inside. It's not hard to see why some Iranians didn't exactly mourn when the airstrikes began. Source: AFP
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Investors, especially in Pakistan’s stock market, still haven’t figured out the pattern in Trump’s messaging.
Create panic over the weekend to “apply pressure.”
Calm the markets with a positive tone just before the U.S. open.
And what do investors do?
Sell in panic before the U.S. market opens. Then buy back at higher prices the next day when the tone shifts.
🤦🏻♂️🤦🏻♂️🤦🏻♂️🤦🏻♂️🤦🏻♂️🤦🏻♂️
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@spectatorindex but US says yes. 20% of the world’s oil and LNG flows through there. How long until we see $120 Brent?
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United Kingdom Prime Minister says his country will not be involved in blockade of the Strait of Hormuz.
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@jacksonhinklle They have already lowered taxes (17 cts/L) on petrol for two months.
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🇮🇷🇩🇪Germany says war in Iran is causing problems for them and they are doing everything they can to end it.
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@OptiontradinIQ Did you sell ITM or OTM? Did the same on $META recently.
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Everyone was selling $AMZN in early March.
I sold puts instead.
The trade thesis: insiders sell for many reasons, but a business like $AMZN doesn't break overnight.
Since then? Amazon has rallied nicely.
Selling puts into fear can be systematic.
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OIL PRICES MAY HIT $150 IF THE U.S. CLOSES THE STRAIT OF HORMUZ, ACCORDING TO AN ONYX EXECUTIVE.
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John McAfee: “If Bitcoin breaks $100K, you can bet it will hit $1 million.”
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@FirstSquawk Poor Germany, the were escaping the recession they are facing and now this situation...
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GERMAN CHANCELLOR MERZ: IRAN WAR, ENERGY CRISIS WILL IMPACT GERMANY FOR LONG TIME
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@Doomerzoomer Maybe it's time to be bullish! A big correction for this sector because of AI, which can be integrated...
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“Buy stocks” search interest is at a five year low. Now matching 2023 lows.
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@marc02200 Market thinks both countries want to get a deal.
And US and Iran don't want to look like the "weaker" one when getting it
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