Ed

Oil prices are far too low, and I strongly suspect they are being actively manipulated by people who know paper markets very well but physics not at all. In 2022, oil prices were vastly higher than they are currently, and yet no demand destruction occurred. Hence, too low.

Mark Carney‘s plan will DESTROY Canada The entire planet has rejected the Paris accord Canada is the only country still trying to meet its targets The pathways project will cost $20 billion and do nothing for the climate DROP Net Zero or 🇨🇦 is FINISHED

🚨 TIME’S UP, CARNEY! You promised Canada an ENERGY SUPERPOWER — pipelines, LNG terminals, mines built bigger and faster than EVER. You ran on being the “energy superpower” guy?!?!?? ONE FULL YEAR LATER? ❌ No Signed Contracts Signed ❌ ZERO shovels in the ground ❌Just bullshit MOUs ❌Empty announcements and you jetting off to Armenia. Yet all we get is MOUs, half-baked announcements, and you jetting off to Armenia while nothing actually gets built. Stay the F-home, grind it out, and DELIVER — or get the hell out! Canadians are DONE with your globalist delays! #CanadaFirst #CarneyFail #TimeIsUp #EnergyNow 🎥 @ronmortgageguy Carney — he just torched you!

🇨🇦Canada's largest oil sands producer says national policy is making the country uncompetitive. PM Carney responds that "low emissions are a selling point." The Atlantic basin's other producers US, Norway, Brazil, Guyana are growing without that argument. Buyers pay spot, not virtue.

In-person hearings are no longer mandatory. Officers are discouraged from scrutinizing written claims. The result: fraud, abuse, and a 2900% surge in the asylum backlog. Liberals broke the system. Mark Carney is making it worse: conservative.ca/cpc/fix-canada…

Piers Morgan asked if we are heading for a global recession. I said we are heading for a global depression. What followed was one of the more honest conversations I have had on television in a long time. Three economists. Three very different worldviews. And one question nobody in power seems willing to answer seriously. The physical infrastructure of the global economy is being destroyed in real time. The financial markets have not caught up yet. When they do, the overreaction will be severe. The clip is short. The implications are not. Full debate link in comments. #Macroeconomics #GlobalEconomy #OilCrisis #StraitOfHormuz #IranWar #EconomicPolicy #PostKeynesian

"LET THEM EAT CAKE!" CONTEXT: 92.5% of all stocks are owned by the tep 10% of households and more than half by the top 1%(!). This isn't "good for America," but it is great for the already wealthy.

🇨🇦 Canada committed $5.3 BILLION in overseas “climate finance.”🤷🏽 No vote. No audit. No measurable result. Meanwhile: 🚨Record food bank usage at home 🚨BC credit rating downgraded 🚨 $685B national debt 🚨Canadians can’t afford rent This isn’t climate policy. It’s charity with your money. @MarkJCarney @liberal_party Without your permission. 🍁🤔 #CdnPoli #ClimateFinance

🚨🇨🇦 The Mark Carney illusion is collapsing. He promised: 📍A deal with Trump → Flew to Europe instead 📍Save you at the pump → 230¢/L in BC 📍Protect Pharmacare → Quietly deleted 📍Invest in Canada → $25.7B to Ukraine 📍A wealth fund → A borrowing vehicle Sam I Am tried to sell us green eggs and ham. Canadians are finally reading the label. 🍁🇨🇦 #CdnPoli #Carney

Al Jazeera reports a massive Pentagon disaster. Washington launched an unprovoked NEW attack on an Iranian oil tanker. Iran immediately retaliated with heavy missile fire. The US military was forced to flee in total defeat. The Trump administration is hiding a huge failure!

OIL AT $100 BUT $177 SPIKE INCOMING: NUTTALL'S HISTORIC WARNING Oil expert Eric Nuttall just delivered a sobering update. Middle East production has collapsed by 14 million barrels per day and global inventories are drawing at an eye-watering pace. Yet the market remains shockingly apathetic even as physical shortages are already appearing in Africa, Europe, and Australia. THE SUPPLY SHOCK OF A LIFETIME ➡️ Middle Eastern output is down 14 million barrels per day with OPEC exports slashed by 11 to 12 million. ➡️ That means 360 million barrels forfeited every single month—production gone forever. ➡️ The biggest SPR release in history is only making the imbalance worse. THE INVENTORY NIGHTMARE ➡️ Global oil inventories are racing toward all-time lows. ➡️ We have already lost 700 million barrels. ➡️ Even if the Strait of Hormuz opened tomorrow the world would still lose 1.5 billion barrels total. ➡️ The IRGC is simply waiting Trump out while the problem worsens exponentially. THE PHYSICAL SHORTAGES BEGIN ➡️ Africa is seeing gas station owners murdered because pumps have run dry. ➡️ London Heathrow is facing jet fuel crisis after 60-plus days of disrupted imports. ➡️ Australia is scrambling for diesel following a refinery fire and China cutting exports. THE LIMITED FIXES ➡️ US shale production peaked in November last year—the best days are behind us. ➡️ UAE exiting OPEC adds at most 500 to 800 thousand barrels per day of hidden capacity after accounting for prior cheating. ➡️ Non-OPEC production is peaking this year. THE PRICE DISCOVERY AHEAD ➡️ Only way to balance this historic mismatch is massive demand destruction equivalent to COVID levels. ➡️ Historical math shows oil consuming 5.5 percent of global GDP forces that outcome. ➡️ That number lands at $177 per barrel. ➡️ New realistic floor is now $80 to $100 plus a political risk premium. THE BOTTOM LINE Eric Nuttall feels like the researcher in Wuhan in January 2020—he sees exactly what is coming while the market refuses to look. Complacency is ending in days or weeks as the gravity of this imbalance finally breaks through. This is the sound of the biggest energy supply crunch in history finally waking everyone up. HT: YouTube Trevor Rose #OilCrisis #StraitOfHormuz #EnergyShortage #$177Oil #NuttallWarning #SupplyCrunch #OilMarket

🚨BIG PROBLEM FOR CARNEY🚨 During the election, Mark Carney told Canadians he owned “nothing but cash and personal real estate.” After committee testimony, ethics screen documents, and voting for Bill C-15, Democracy Watch is accusing Carney says Mark Carney broke the law.

MAJOR BREAKING: Trump has just struck Iran’s Qeshm Port and Bandar Abbas according to FOX News. Qeshm is at the entrance to the Strait of Hormuz, and any attack is a dramatic escalation in the war. Just this morning Trump was claiming they were very close to a deal. This crap happens every week. They are manipulating the markets. (Image from previous attack by Israel)

The whales are NOT just investing in $CDE. They are loading the mother of all boats. Look at the options flow — massive, aggressive institutional bets on the $25 Strike Calls for June 2026. This isn’t a hedge. This is a targeted strike. Smart money is positioning for a serious silver squeeze and parabolic move in miners. The data from yesterday’s CDE earnings only confirms it: Coeur is now a free cash flow machine. Who else is watching the whales? #Silver #CDE #PreciousMetals

HOLY HELL Mark Carney’s Spring Economic Update quietly commits to: 75% of ALL new vehicle sales being electric by 2035 Another $13 BILLION in climate finance for emerging economies Canadians can’t afford food, housing or gas… but Ottawa is still forcing EV mandates and shipping billions overseas. Who exactly is this govt working for?

Today Korea surpassed Canada as the 7th largest economy in the world. Korea! A baby island! Surpassed the largest nation on planet with mineral and natural wealth, intelligent and educated people. What’s keeping Canada 🇨🇦 behind? It’s shitty government . Time for change.

Coeur Mining: Q1 results. 96K oz AU at $2500 ASIC (without New Gold), 4.4M oz AG at $24 AISC. $267M FCF. The AU AISC should drop next Qtr. Cash balance $843M. Debt $761M. Did not pay off any debt. Current FCF multiple 10. FCF will increase next Qtr with New Gold's production added. @businesswire/coeur-reports-first-quarter-2026-results" target="_blank" rel="nofollow noopener">ceo.ca/@businesswire/…

The grand illusion is colliding with reality. Business is finally calling out the BS. We can either be an energy superpower or we can have an industrial carbon tax. We can’t do both. I have made my choice. Prime Minister, what is yours?

The fragmentation of the West is accelerating. Europe fears abandonment by Washington. Canada fears economic dependency on the United States. Germany fears industrial collapse. France fears social unrest. Britain fears irrelevance. The alliances that dominated the postwar era are beginning to crack under debt, migration, energy instability, war pressures, and collapsing public confidence.

🇺🇸 Project asset strip US Like clockwork… Trump says it is "too soon" to start preparations for the signing of a peace deal with Iran, per NY Post. US oil prices back above $95/barrel. You will own nothing and be happy. Filling the swamp.