
Cor₿ray Crypto 🐻🐍☁️📉🥂
7.9K posts

Cor₿ray Crypto 🐻🐍☁️📉🥂
@CorbrayCrypto
oikonomist, america first anarchist, 89% btc maxi, asoiaf enjoyoor, twow and ados arent coming.


Thank you Mr Speaker, I’m looking forward to working together to deliver the results we need here in #TX23 🔥🔥🔥


BREAKING: The world thought Hormuz was an oil story. Then it became an LNG story. If the damage assessment holds, it becomes a civilisation-input story that lasts half a decade. There is a difference between a shipping shock and a capacity shock that the market has not yet priced. A shipping shock traps molecules. The oil exists, the gas exists, the tankers are anchored, and when the strait reopens the molecules flow again. A capacity shock destroys molecules. The liquefaction trains that convert gas into LNG are physically damaged. The molecules cannot be produced even if every ship in the world is available to carry them. QatarEnergy’s CEO Saad al-Kaabi told Reuters that damage to Ras Laffan is severe. Repairs to impaired liquefaction capacity could take three to five years. Force majeure was declared on March 4 and has since escalated as the damage assessment worsened through March 18 and 19. Long-term contract buyers including Italy, Belgium, South Korea, and China face multi-year delivery disruptions. Shell declared force majeure on cargoes it resells from QatarEnergy. The market must now confront a possibility it has refused to model: that roughly 17 percent of Qatar’s 77 million tonne per annum capacity is not delayed but structurally impaired. JERA’s CEO stated that the global LNG market does not have the spare capacity to bridge the gap if Hormuz-linked supply is meaningfully lost. That single sentence reprices everything. If the replacement molecules do not exist in sufficient volume, the adjustment mechanism is not alternative supply. It is fuel switching, demand destruction, and rationing by balance-sheet strength. Rich buyers can pay more. Poor buyers cannot. The poor buyers are already breaking. Vietnam’s diesel is up 40 to 59 percent. Australia’s petrol is up 70 cents per litre. Sri Lanka is rationing fuel with QR codes at 15 litres per car per week, a four-day workweek, and Wednesday school closures. India raised LPG prices while importing 85 percent of its crude through a strait that is 90 percent shut. Gulf air cargo collapsed 79 percent. Jet fuel surged 58 percent. IndiGo and Akasa imposed surcharges. Vietnam Airlines warned of shortages from April. Ninety-five countries have reported petrol price increases since February 28. Ras Laffan is not just LNG. It is helium, urea, methanol, polyethylene, and sulfur. The downstream cascade from a multi-year Qatari impairment runs through semiconductor fabrication, pharmaceutical synthesis, phosphate fertiliser production, food packaging, and desalination. The facility that is damaged produces the molecules that four billion people depend on for chips, medicine, fertiliser, plastic, and drinking water. Europe’s post-2022 gas security was built on Qatari LNG replacing Russian pipelines. A structural impairment does not merely make gas expensive. It makes gas unavailable to industry. That is how an LNG shock becomes a deindustrialisation shock. BASF and Yara are already cutting fertiliser output. Russian LNG fills the gap at 18 to 22 percent of European imports. The country Europe sanctioned is the country Europe now depends on because the country Europe trusted was struck in a war Europe refused to join. Anyone arguing this resolves quickly now carries the burden of proof. They must explain where the replacement molecules come from when the world’s largest LNG hub is physically impaired, the strait is commercially closed, and the CEO of Asia’s biggest power buyer says there is no bridge. The market priced a shipping delay. The evidence demands a capacity repricing. The difference between those two words is measured in years, in trillions of dollars, and in whether the lights stay on. Full analysis: open.substack.com/pub/shanakaans…



.@PressSec delivers an update on the success of Operation Epic Fury: “The United States military continues to totally decimate the rogue Iranian terrorist regime. We’ve now hit more than 7,000 targets, we’ve sunk more than 100 of their naval vessels – we are completely annihilating their navy. And their ballistic missiles and drone strikes are down ~95%.”

There Are No ‘Innocent Palestinians’ townhall.com/columnists/dww…




Poor Megyn Kelly. An emotionally unhinged, lewd, and petulant wreck. She’s completely revealed and destroyed herself. She’s everything people say she is, but much worse. Never an intelligent, thoughtful, or substantive comment. Utterly toxic.







The dumbest response to this post was “You can’t intervene in the market!” Blowing up the 8th biggest oil producing country, thereby doubling the price of oil and handing massive profits to American oil producers would uh….already qualify as a market intervention guys.








The USA is a net oil exporter. Closing the Strait of Hormuz hurts almost every other country more than it hurts the USA (except Russia). But we can make it hurt even less. We can keep domestic oil prices cheap while also raising money for the federal government: If the Strait stays closed, the US govt should impose an export tariff on oil. For example, say the global price hits $150 a barrel. Domestic oil producers right now make a profit at anything above around $65 a barrel. But oil was trading around $80 before the war, so let’s be nice to them. Put a $70 export tariff on each barrel taken out of the country. Then domestic oil companies will be indifferent between exporting oil for $150 and paying the $70 tariff, or selling domestically for $80. And so the price in America will fall back to $80. This would help the American people, raise revenue for the federal government, allow domestic oil producers to continue making a very good profit, and remove all the domestic political leverage that the Iranian regime is hoping to exert by closing the Strait of Hormuz. Win win win win. It’s a no brainer. The oil lobby will bitch, but we’re fighting an oil war right now that is making them massively wealthy, so…maybe they should just shut the fuck up?

🚨🇨🇳🇹🇼 Beijing rehearsing Taiwan invasion? 2,000 Chinese boats formed 2 giant barricades across the East China Sea, each 400km long. They're definitely not fishing.






