Cor₿ray Crypto 🐻🐍☁️📉🥂

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Cor₿ray Crypto 🐻🐍☁️📉🥂

Cor₿ray Crypto 🐻🐍☁️📉🥂

@CorbrayCrypto

oikonomist, america first anarchist, 89% btc maxi, asoiaf enjoyoor, twow and ados arent coming.

Heart's Home Katılım Kasım 2021
707 Takip Edilen121 Takipçiler
Shanaka Anslem Perera ⚡
BREAKING: Qatar’s Prime Minister stood at a podium today and delivered one sentence that will fracture Gulf alliance architecture for a generation: “Everyone knows who the main beneficiary of this war is.” He did not name the country. He did not need to. The Arab diplomatic vocabulary has a grammar for this. When a Gulf leader says “everyone knows” without naming, the audience fills the blank. The X discourse filled it within minutes. The interpretation was dominant and immediate across Arabic-language accounts, with Gulf analysts and Arab media converging on the same reading. Sheikh Mohammed bin Abdulrahman Al Thani, who also serves as Foreign Minister, called for an immediate halt. His full statement: “This war needs to stop immediately. The aggression needs to stop immediately. Because everyone knows who the main beneficiary of this war is, and dragging the whole region into this conflict is dangerous.” He described Iranian strikes on Qatar as a “dangerous miscalculation” and “betrayal.” He urged restraint from all sides. Consider the position this man occupies. Qatar hosts Al Udeid Air Base, CENTCOM’s forward headquarters, the nerve centre of Operation Epic Fury. American bombers launched from Qatari soil. Iran retaliated against the LNG facility down the road. The same government that provided the runway for the war is now absorbing the economic consequences. QatarEnergy declared force majeure. Ras Laffan sustained extensive damage. Seventeen percent of Qatar’s 77 million tonne capacity is structurally impaired. CEO Saad al-Kaabi told Reuters repairs could take three to five years. Twenty billion dollars in annual revenue is offline. The Prime Minister of a country that enabled the operation is publicly questioning who benefits from it while his national energy company faces half a decade of impaired production. That is not ambiguity. That is a fracture. The fracture runs through the entire Gulf alliance system. Saudi Arabia hosts Prince Sultan Air Base and absorbed Iranian missiles on Riyadh. The UAE hosts Al Dhafra and lost Shah and Habshan to zero. Bahrain hosts the Fifth Fleet and declared partial force majeure. Kuwait hosts Camp Arifjan and is watching two refineries burn. Every host provided the military infrastructure. Every host is absorbing economic retaliation. And the most outspoken just asked, on camera, whether the country benefiting from degrading Iran at zero direct cost is the same country whose allies are paying the full price. The market implications are immediate. If Qatar’s political establishment is signalling frustration with the cost-benefit distribution of this war, the assumption that Gulf states will indefinitely absorb strikes while providing bases becomes fragile. A frustrated host is a conditional host. Conditional basing changes the calculus for every military planner who assumed Al Udeid was permanent. The LNG implications are structural. A multi-year force majeure on contracts to Italy, Belgium, South Korea, and China is not a delivery delay. It is a repricing of the global gas map. JERA’s CEO said there is no spare bridge capacity. Asian spot LNG doubled to $24 to $25 per MMBtu. European TTF surged 68 to 85 percent. BASF and Yara are cutting fertiliser output. The facility that feeds them may not fully recover until 2029 or later. The diplomatic signal and the infrastructure damage are now the same story. Qatar’s PM is not merely commenting on the war. He is repricing Qatar’s willingness to absorb its consequences. The country that houses the command centre and the country that exports 20 percent of the world’s LNG are the same country. And its leader just told the world, in one sentence, that the arrangement may no longer be worth the cost. Full analysis: open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
Shanaka Anslem Perera ⚡@shanaka86

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…

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Daniel McAdams
Daniel McAdams@DanielLMcAdams·
"And their ballistic missiles and drone strikes are down ~95%.” Tell that to the Israelis.
Pat Adams@PatAdams96

.@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%.”

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Governor Abigail Spanberger
Virginians deserve to know how a man who was convicted on terrorism charges and spent time in federal prison could carry out the horrific attack at Old Dominion University. As a former intelligence officer, I have serious concerns. A full FBI investigation is vitally important.
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Pascal-Emmanuel Gobry
Pascal-Emmanuel Gobry@pegobry_en·
Not qualified to assess the specifics of the Iran war but it’s clear that ultimately it comes down to who can build and throw more stuff at whom. Trump should use the National Defense Act to launch a giant military manufacturing program. A good chunk of the factories should be located in swing districts.
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Josiah Lippincott
Josiah Lippincott@jlippincott_·
Maybe we should try war socialism again. Bring back wage and price controls, ration cards, and nationalization of crucial industries. The government will surely allocate resources more efficiently than selfish businessman and decadent consumers. There is precedent!
Josiah Lippincott tweet mediaJosiah Lippincott tweet mediaJosiah Lippincott tweet mediaJosiah Lippincott tweet media
Roman Helmet Guy@romanhelmetguy

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.

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Jesse Kelly
Jesse Kelly@JesseKellyDC·
The slightest whiff of jihadi radicalization should result in the immediate deportation of the person and every single one of their family members. And it’s insane this isn’t already policy.
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Cor₿ray Crypto 🐻🐍☁️📉🥂
anthropic hasnt been nationalized; the situation hasnt even resolved yet. theres no way for it to be instructive. anthropic also isnt the reason the strait of hormuz is closed. furthermore, every conflict across the planet isnt WW2. youre also conflating immigration policy with economic policy. youre entire comment is a mess.
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Roman Helmet Guy
Roman Helmet Guy@romanhelmetguy·
@jlippincott_ Lmao wait you think the USA shouldn’t have nationalized crucial industries to win WW2?
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Roman Helmet Guy
Roman Helmet Guy@romanhelmetguy·
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.
Roman Helmet Guy@romanhelmetguy

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?

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Bitcoin Teddy
Bitcoin Teddy@Bitcoin_Teddy·
How am I supposed to pay; $1,600 rent $250 power $110 water $280 internet $130 car insurance EVERY MONTH while making less than $19 an hour???
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Clint Russell
Clint Russell@LibertyLockPod·
Turns out that the guy who attacked the synagogue today reportedly lost a bunch of family in Lebanon a couple days ago. Israel killed his family members with U.S. support and he turned his wrath on Jewish people in America. Tribal bloodsports that we should have never been a part of. Definitional blowback. Just as Ron Paul warned. We also most likely lost another 6 troops as a plane went down and our bases are under major drone attacks so the casualties will keep climbing. So let me put this to the pro-war pundits: was it worth it? What have we gained? Because I can tell you what we've lost.
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Jim Cramer
Jim Cramer@jimcramer·
If the infrastructure is not taken out and the money is not taken away why should Iran come to the peace table. They are taunting us with $200 oil. They do not have the cards; our military must be unleashed. Time to do what we did to Hanoi...to get them to the table
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