@SecScottBessent What will happen to oil prices if you take Iranian oil out of the market?
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Daniel
494 posts
The Treasury Department, through Economic Fury, has targeted Iran’s international shadow banking infrastructure, access to crypto, shadow fleet, weapons procurement networks, funding for terrorist proxies in the region, and independent Chinese “teapot” refineries that support Iran’s oil trade. These actions have disrupted tens of billions of dollars in revenue that would be used to fund terrorism.
Under @POTUS’ maximum pressure campaign, Tehran’s inflation has doubled and its currency has rapidly depreciated.
Kharg Island, Iran’s primary oil export terminal, is soon nearing storage capacity, which will force the regime to reduce oil production, resulting in an additional approximately $170 million per day in lost revenue, and causing permanent damage to Iran’s oil infrastructure. Treasury will continue to exert maximum pressure and any person, vessel, or entity facilitating illicit flows to Tehran risks exposure to U.S. sanctions.
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🚨 CHINA IS COLLAPSING
China’s real estate just hit its lowest level since 2005.
The index peaked at 114 in 2021 and sits at 86 today.
That is a 25% collapse in four years.
Real estate was 25% of China’s entire GDP and 70% of household wealth was tied to property.
That wealth is being permanently destroyed.
Local governments funded themselves through land sales for decades.
That revenue is gone and local government debt now stands at $18.9 trillion.
Two thirds of new borrowing is being used just to service old debt.
80 million homes are sitting empty with no buyer in sight.
Evergrande collapsed under $300 billion in liabilities and got liquidated.
China Vanke is fighting to avoid the same outcome.
Beijing has officially declared the old model dead: high debt, high leverage, high turnover, buried without a replacement ready.
This is not a housing correction.
This is the largest ongoing wealth destruction event in the world right now and Western markets are not pricing any of it in.
The second order effects haven’t even started.
I’ll make another post later and trust me, you don’t want to miss it. Turn on notifications, this is important.
A lot of people will regret not following me.
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While the surviving IRGC Leaders are trapped like drowning rats in a sewage pipe, Iran’s creaking oil industry is starting to shut in production thanks to the U.S. BLOCKADE.
Pumping will soon collapse.
GASOLINE SHORTAGES IN IRAN NEXT!
Treasury Secretary Scott Bessent@SecScottBessent
Doing business with sanctioned Iranian airlines risks exposure to U.S. sanctions. Foreign governments should take all actions necessary to ensure that companies in their jurisdictions do not provide services to those aircraft, including the provision of jet fuel, catering, landing fees or maintenance. Under Economic Fury, the @USTreasury will impose maximum pressure on Iran and will not hesitate to act against any third parties that facilitate or conduct business with Iranian entities. wsj.com/livecoverage/i…
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@AlexPemOfficial 💯 I'm always dismayed by those lazy antelopes that allow themselves to be eaten, just because they cannot be arsed to dish out an extra 1%. Crazy.
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@Daniel74915780 Yeah fully there’s got to be a little extra energy when it’s a life or death situation
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Might be missing something here but why wouldn’t the 2nd guy just speed up a bit and overtake?
Marcus Milione@MarcusMilione
The sub 2 hour marathon barrier has been broken in London Sabastian Sawe: 1:59:30 Yomif Kejelcha: 1:59:41 4:34/mile for 26.2 miles... insane
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@CadioArena Osteocytes get desensitivized after ~50 repeats. So 30 minutes seems a waste. Also bone formation takes months, a single cycle around 4-6 months.
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What happens to your skeleton when you punch a heavy bag for 30 minutes every day.
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@adamtaggart Sorry for your loss. I'm sure she had a great life with you.
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This young lady -- my best friend, Thoughtful Money co-founder & Chief Love Officer -- just turned 10!
Nothing in this world beats a good dog
...except a great one ❤️
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@KonradBerkowicz @KONFEDERACJA_ @Nowa_Nadzieja_ @SlawomirMentzen Miał Pan swoje 5 minut, ale już wystarczy. Nikt Pana poważnie nie traktuje.
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Wzywam Ministerstwo Spraw Zagranicznych i ministra Sikorskiego do podjęcia niezwłocznych działań w związku z wczorajszym skandalicznym wpisem zarówno izraelskiego MSZ jak i izraelskiej ambasady w Polsce. Nie jesteśmy niczyją kolonią i żadna ambasada nie będzie nam nic dyktować.
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@jakubwiech Europa prosiła się o to od dłuższego czasu. Rosja jedynie pomaga nam osiągnąć nasze cele klimatyczne 😂
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Rosja poinformowała Niemcy, że od 1 maja staną dostawy kazachskiej ropy do RFN słane przez ropociąg Przyjaźń.
Surowiec płynie tym połączeniem do rafinerii w Schwedt, jednej z największych w Niemczech.
Dostawy z Kazachstanu zaspokajają prawie 20% jej zapotrzebowania na ropę.
Mówiąc krótko: Moskwa nakręca kryzys paliwowy w Europie.
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@anasalhajji This is literally the silliest take that you keep banging on since the war started. Linguistics are unimportant, flows are important.
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Oh wow! it took a month to see something like this.. but I am glad to see Tara talking about it.
Tara Servatius@TaraServatius
FUN FACT: Absolutely NO ONE has blockaded the Strait of Hormuz. Not Trump, not Iran. Iran started a rumor that it had mined the strait, which now looks untrue, & insurance companies refused to cover ships due to the risk. Iran is incapable of a blockade, as the US destroyed its navy. Trump is currently blockading ship traffic to/from IRANIAN PORTS. He's not blocking the strait. No one ever blocked the strait. The American media sucks, & keeps repeating that for some bizarre reason.
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@Geo_papic I always wonder what is the point of such charts. If we assume the peak is in, then obviously declines follow peaks. But if the peak is actually in is always an unknown in the moment.
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Chart of the Year candidate from the Greek Demi-God of Timing The Markets (who shall name anonymous for compliance reasons but is well known to those in the... know).
And if you don't know... now you know.
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@jakubwiech @MarcinPalade To teraz warto sobie przypomnieć jak bogate są kraje które taka efektywność energetyczna stosują na codzien.
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@MarcinPalade To się nazywa „efektywność energetyczna” oraz „elastyczność konsumpcji” i jest narzędziem stosowanym na kryzysy energetyczne od 1973 roku.
Bardzo podobne postulaty wysuwali prezydenci USA: Nixon i Carter.
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Ursula von der Leyen, szefowa 🇪🇺 KE o planie UE na kryzys wywołany wojną w Zatoce Perskiej: "Najtańsza energia to ta, której nie używasz. Zostań w domu, nie jeździj, nie używaj prądu"
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@HuskySays @MarioNawfal @grok First I thought to myself "what an uninformed ignorant"...and then looked at his bio, which made it completely logical.
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🇵🇱🇮🇱 Polish MP Konrad Berkowicz displayed an Israeli flag with a swastika on the floor of parliament, comparing Israel's actions to those of the Third Reich.
"Israel is committing genocide with particular cruelty."
Mario Nawfal@MarioNawfal
🇮🇱 EU countries that support the partial suspension of their trade agreement with Israel: 🇦🇹🇧🇪🇧🇬🇭🇷🇨🇾🇨🇿🇩🇰🇪🇪🇫🇮🇫🇷🇩🇪🇬🇷🇮🇪🇮🇹🇱🇻🇱🇹🇱🇺🇲🇹🇳🇱🇵🇱🇵🇹🇷🇴🇸🇰🇸🇮🇪🇸🇸🇪 26 of 27. If it goes through, Israel loses preferential access to its biggest trading partner, which accounts for 32% of its exports. Source: European Commission
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@bryan_johnson Also you realise how miserable you felt mentally only once you remove the poison and get back to your baseline.
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Friends, stop drinking alcohol.
Not cut back. Eliminate.
> alcohol increases cortisol
> disrupts REM sleep
> accelerates epigenetic aging
> shrinks hippocampal volume
> elevates resting heart rate
> raises inflammatory markers
> impairs glucose metabolism for 16 hrs
One drink does that.
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@jakubwiech Ta sama pani głosowała za zamknięciem niemieckich elektrowni jądrowych. I nie oszukujemy się jest to zamiana jednej zależności na inną bo Europa nie jest w stanie wytwarzać komponentów do źródeł odnawialnych, ani nie wydobywa wystarczającej ilości uranu.
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Ursula von der Leyen mówi tak: „Jedynym trwałym sposobem wyjścia z zależności od paliw kopalnych jest przestawienie wytwarzania energii elektrycznej na odnawialne źródła i energetykę jądrową. Oraz możliwie jak najszybsza elektryfikacja całej gospodarki”.
No i trudno się tu nie zgodzić.
Ursula von der Leyen@vonderleyen
We discussed a series of immediate and long-term energy measures that we will present to leaders at the informal EUCO. The way ahead is clear. The only lasting way out of the fossil dependency is shifting electricity generation to renewables and nuclear. And electrifying the economy as rapidly as possible. We will present our electrification strategy before the summer. Electrifying Europe means making Europe more independent.
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@Osinttechnical That is interesting but in practice wouldn't that mean blocking Chinese ships ?
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Trump's first post after Iran peace talks broke down:
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@staffpro11 The mine is a tiny part of the business and they use a lot of the product internally.
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This is like South Africa levels of discount.
"The Osiek sulfur mine in Poland is the world's only active underground smelting (Frasch process) sulfur mine, with anticipated economic reserves of over 499 million tonnes of native sulfur as of 2024" - thats 255 billion USD of Sulfur at todays price lmao - company market cap is $0.5 Bln
Even if you take the industrial/proven reserves of 15 million tonnes = 7.5 Billion USD.
This is just Sulfur - not their main business Urea/Nitrogen Ferts
$ATT.pl (WSE)
P(Ai)trick StaffproAi@staffpro11
Been on my watchlist forever.... $ATT.pl (WSE) (no ADR) This company has been tainted by the Plastics division but with the deal to offload to Orlen being finalized as of yesterday (including debt as well as some earn off mechanism) it is now back to being a Fertilizer company with exposure to nitrogen/urea and interestingly enough the only Sulfur mine (as well as production) in the world during a global sulfur shortage. it is not liquid - market cap is 510 mln USD so any large orders and you're moving price - this is also probably why no large capital is interested. The uplift in Sulfur prices alone will flip their chemicals EBIDTA to positive in coming quarters / their financing costs (the other big drag on cash flows will also fall with the plastics division being off taken by Orlen) I am not even considering the rise in Nitrogen fertilizers prices (granted their is added costs due to Dutch TTF prices blowing out) The chemical division which sells the Urea as well as Sulfur had negative EBIDTA in Q3 (last quarter available) - since then Sulfur/Urea prices are up 70+%. No. 2 in the European Union for Nitrogen and Compound Fertilizers: Grupa Azoty is recognized as the second-largest manufacturer of nitrogen and compound fertilizers in the EU. No. 3 in the World for Melamine Production: They hold the position of the third-largest producer of melamine globally. it is horrendously cheap (for obvious reasons) compared to any peers like Yara or $NTR but there is now a decent chance this will turn around over the coming years. #fertilizers Current price 18.3zl Target: 54.9zl
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@FL17112012 U seems to be tied at the hip with broader market atm.
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What do you think, is a capital rotation from oil to uranium stocks beginning? #uranium
FL Trader@FL17112012
Global X Uranium ETF $URA #Uranium
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Daniel retweetledi
Retweet if you believe Netanyahu is a war criminal.
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