KK

@Mike11126227 @Kacper_PK_CH About those “global markets”, what happens when/if US stops oil exports 😉

@KetzKK @Kacper_PK_CH not about procurement. these are global markets. its about price. for the same reason Urea prices have doubled even though CF has unlimited low cost gas from USGC. Not stopping NOLA prices from going $350 to $700.

There are certainly operational differences, but here I’d say the price action is largely due to the fact that $NTR has a significant nitrogen fertilizers business, whereas $MOS does not.

@Henrik115 Tallow too maybe

ENQUEST #ENQ 500m usd mcap 45k bopd. If you are bullish oil this is probably most bang for the buck. Production in Asia and UK. UK tax losses of 3bn$ shield 1/2 high tax. If 100$oil hold every quarter is at least 200m$ operational cash flow. 400m usd netdebt will go away quickly.

You literally cannot make this up. The Prime Minister's Chief of Staff had his phone "stolen" with all his messages to Lord Mandelson, and conveniently there is ZERO backup. They are treating the public like absolute fools.

@Henrik115 The chart of many oil producers basically mirror each other with this oil price boost yet Petrotal still languishes - old logic that made it trade at a discount seems completely gone now at these oil prices. Should start to outperform & match fellow producers share charts soon 😉

Petrotal 330m usd mcap. Producing 13k bopd. Next year likely back to normal 15-20k bopd. At 60$ Brent netbacks were really low due issue with erosion/no new wells. At100$ oil they make 40m usd NPAT per quarter. Just one quarter of high oil lower their risk substantially. 1/2

@OrenMarmorstein x.com/DrJamal11/stat…

Look at this. This is in Israel today. And this could be Rome, Berlin or Paris.

@MilkRoadAI How is it controlling the cow?

This is WILD. Peter Thiel just bet $2 billion on a collar that wraps around a cow’s neck. The company is called Halter and it has a proprietary algorithm that runs the entire operation. They actually trademarked the name for it and called it the Cowgorithm and here's how it works. A farmer opens an app, taps a button, and 600,000 cows across three countries start walking toward the milking station on their own. No farm dogs, fences or physical labor, it's just a solar-powered GPS collar sending sound and vibration cues to each animal. The collar does more than move cows around. It monitors digestion, fertility cycles, and health patterns in real time, 24 hours a day, using machine learning trained on the behavior of hundreds of thousands of animals. Halter was founded by a rocket engineer who built spacecraft at Rocket Lab before deciding that farming was the bigger unsolved problem. US ranchers alone have already used the technology to build over 11,000 miles of virtual fencing, roughly the full perimeter of the continental United States, saving an estimated $220 million in physical fencing costs. Halter's previous funding round valued the company at $1 billion. This new round, led by Thiel's Founders Fund, doubles that valuation to $2 billion before the new money even hits the account. And they charge farmers between $5 and $8 per animal per month on a subscription model, meaning the more cows they collar, the more locked-in the revenue becomes. The most powerful venture capitalist on earth just decided that the future of food and farming runs through an algorithm named after a cow. He might be right.

A thread to discuss guess to what this could be! ROLL UP ROLL UP & Give it your best guesses!

IMO we should never sell the cars made before 2015-16 if you own them. The car manufacturers don't make like them any more, any good brand this is the case always and those cars last forever. 😎👍

@HQNewsNow Checks shoe game...

Trump on Iran: "I may have a plan or I may not"

@DrJamal11 x.com/Catholic_bro/s…

The Israeli sniper deliberately targets a young girl and her mother with the baby in her lap. Behind him, however, is a superpower run by a pedophile.

🏴󠁧󠁢󠁥󠁮󠁧󠁿🇬🇧 A blind man built 180 miles of road across the Pennines. He navigated by touch and memory. His name was Blind Jack. 🦯 Born in Knaresborough, Yorkshire, 1717. At six he caught smallpox and went blind. That never stopped him. He learned to ride. To swim. To hunt. At fifteen he became a fiddler. He fought at the Battle of Culloden. He ran a stagecoach company. He eloped with the innkeeper's daughter. The day before her wedding to another man. 💨 He bet a colonel he could walk from London to Harrogate faster than a coach. 🏴󠁧󠁢󠁹󠁯󠁲󠁫󠁿 He won. Five and a half days on foot. 207 miles. In 1765, Parliament authorised new turnpike roads across the north. There were very few people with experience. Jack was 48 years old. He seized his moment. He walked every route first. Alone. Then he built. Proper foundations. Drainage. Techniques nobody had used before. 🛤️ Then he hit the bog. Other engineers said it was impossible. Jack cut heather from the moor. Bound it into rafts. Laid the road on top. The bog held. ✅ Across the north of England. 180 miles of road. You have driven on his roads. At 77 he walked to York to dictate his life story to a publisher. 📖 He died in 1810. He was 92. He left behind four daughters, twenty grandchildren, and ninety great and great-great grandchildren. Did they teach you his name? 🏴󠁧󠁢󠁥󠁮󠁧󠁿 Jack could never see the roads he built. He made them anyway. For everyone who came after. These stories are in the dark. You keep the light on. 👉 proudofus.co.uk/support 💡 Be Part Of Us. Be Proud Of Us. 🇬🇧

An English peasant in 1400 had the legal right to graze animals, fish the river, hunt, and gather wood He had no employer Needed no permission Had not dependency Between 1604 and 1760, Parliament passed 5,200 Enclosure Acts By 1850, 6.8 million acres of common land had transferred to private hands The man who could feed himself without an employer became a man who could not say no to one We called it progress

@mineralstocks @toiletkingcap Or SA’s 😉

@toiletkingcap I checked a bit: BTU is locked in continental contracts with limited exposure to seaborne (especially Asian) pricing. I did not go deep, but the Aussies make more sense. 15-20% of margin is fuel cost, not a whole lot.

Why the fuck would us be best? Cheaper diesel?

@VladBastion Garbage thinking, it’s far more insulated than many think.

Mosaic's paradox: why a fertilizer crisis Is crushing a fertilizer stock. $MOS Mosaic, one of the world's largest fertilizer producers, is down 20% in a week. The stock is trading near 6-year lows. The key nuance: The Strait of Hormuz blockade lifts fertilizer prices, but it simultaneously blows up Mosaic's input costs. Sulfur is the hidden bottleneck. Producing phosphate fertilizers (DAP/MAP) requires massive amounts of sulfuric acid. And 44% of the world's seaborne sulfur exports flow through the Strait of Hormuz. With the strait shut, sulfur prices have spiked even harder than fertilizer prices themselves. As a result, investment bank analysts have done the opposite of what you'd expect - they lowered Mosaic's 2026 EBITDA estimates.

@VGDeepDive @ira_joseph 👌💪🙏

I'm excited to launch LNGResearch.com, a free site where you can model the impact of the crisis in Qatar on US LNG producers. The models use data from the latest SEC and FERC filings for each company, with the LNG forward curve built in and updated daily. @ira_joseph @SStapczynski @DustinsDollars @gomatsuo @RealMattMoney @KrisPatel99 @Venture_Global @Cheniere @Rory_Johnston @Ethan_0502

Fantastically correct & insightful comment ‼️💪✅

@colon4893 @Kacper_PK_CH x.com/ketzkk/status/…

@Kacper_PK_CH The key question is whether MOS actually has a sulphur supply issue, or not?

@Mike11126227 @Kacper_PK_CH Nope. They get their sulphur from gulf coast & produce acid in house.

@Kacper_PK_CH no it's because you need sulfer and ammonia to make phosphates. they are getting squeezed on COGS. and potash isn't a bottleneck.