Lavry

268 posts

Lavry

Lavry

@Lavrossy

Physics, geopolitics, sports, mountains & travel.

Antwerp, Belgium Katılım Mayıs 2024
60 Takip Edilen26 Takipçiler
🇦🇺Craig Tindale
🇦🇺Craig Tindale@ctindale·
They import 90% of their food , which in turn highlights the importance of sea lanes , all of their food sources will be highly impaired in super El Niño by herbicide , pesticide and fertilizer shortages . If the U.S. try’s to blockade China then there is only one partner to choose . What could go wrong !
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Luke Gromen
Luke Gromen@LukeGromen·
OPEC is only needed to manage oil prices in a world where the reserve currency has no other anchor, because only a fool would sell finite oil reserves for infinite (non-gold-backed) dollars. IMO, this may be a big signal, but perhaps not the one some seem to think. Let’s watch.
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Lavry
Lavry@Lavrossy·
@ElofsonJess LOVE watching these pasture episodes, they're hilarious & beautiful :-) Thnx !
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Kevin Bambrough
Kevin Bambrough@BambroughKevin·
Soon everyone will understand that $hg $hgraf is able to upgrade nearly EVERYTHING we make. I’m the general public is educated on what ‘graphene’ is the excitement around hydrograph will dramatically ramp up. It’s nanocarbon, working with it allows us to nanoengineer new nanomaterials that are stronger, last longer, performs better, save energy and there’s huge environmental gains by displacing toxic materials in volume and toxic additives entirely in many cases. The end products will also recycle better. This isn’t just a stock, it will become a moment to not accept the status quo and continue to pollute and produce unhealthy products. I continue to work hard to try to wake up the world to the need to invest in this company and change the world for the better. We are going mainstream… the world will stop soon stop asking what ‘graphene’ is and it will be become common knowledge that accept graphene is nanocarbon particles that companies MUST add to products to improve them. It won’t be an option. It will become mandatory or they will be producing a low margin inferior product while losing market share.
caliche bahada 🇨🇦@calichebahada

Hydrograph getting local news coverage in the US. The re domicile will pay big dividends. @HydroGraphInc $hg $hgraf #graphene #nanotech youtu.be/o8BJJjMsGXc?si…

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Lavry
Lavry@Lavrossy·
@RichardDawkins It would have the same upside as making a hairy American ultra-low IQ pro wrestling fighter. No scientific use whatsoever.
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Richard Dawkins
Richard Dawkins@RichardDawkins·
Neanderthal genome is largely known. If it becomes possible to reconstruct a live Neanderthal person, what, in your opinion, would be the pros and cons? I’m genuinely interested in canvassing opinions for and against.
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SilverTrade
SilverTrade@silvertrade·
🚨BREAKING: IRANIAN REGIME FILLS WHITE BRIDGE IN AHVAZ WITH CHILDREN AS HUMAN SHIELDS AHEAD OF TRUMP'S THREAT TO DESTROY IRAN'S ELECTRICAL INFRASTRUCTURE & BRIDGES ⚠️Same thing as in Gaza & Lebenon-Muslims using WOMEN & CHILDREN as HUMAN SHIELDS⚠️ x.com/RyanRozbiani/s…
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Lavry
Lavry@Lavrossy·
@Laurus112 @Matt_Bracken48 GCC's payed for US protection and what exactly did they get ? Nada, your carriers are fleeing, Iranian missiles fly straight to their targets and you can't unblock the Strait that was perfectly open before you wankers messed about.
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Matt Bracken
Matt Bracken@Matt_Bracken48·
We are turning the entire world against us.
Matt Bracken tweet media
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Lavry
Lavry@Lavrossy·
@Laurus112 @Matt_Bracken48 Protection from whom/what precisely ? The US instigated the whole Ukraine mess, bombed NordStream II and is now making global energy prices skyrocket again. The world would be sooo much better of without the US and Israel.
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Lavry
Lavry@Lavrossy·
@shanaka86 A drawdown of 1 million barrel/day from a 1.4 bilion barrel reserve should last 1400 days - not 6 weeks
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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
BREAKING: China just started draining its commercial oil reserves at up to one million barrels per day. FGE NexantECA confirmed it. Bloomberg reported it. The draw can sustain refinery operations for four to six weeks at current rates. The strategic petroleum reserve has not been touched. Nine hundred million barrels. Roughly three months of import cover. Sitting in salt caverns and tank farms across eleven sites that China has been expanding under the 2026-2030 five-year plan with 169 million barrels of new capacity. Untouched. Preserved. Saved for something worse. That distinction is the most important signal in the global oil market right now. China is spending the checking account to protect the savings account. Commercial reserves at roughly 1.4 billion barrels total are being drawn first: cheaper to replace, easier to justify politically, and sufficient to bridge a four-to-six-week disruption without triggering the national security protocols that govern strategic stocks. The message to the world is: this is manageable. The message to Beijing’s internal planners is: we are preserving the emergency buffer because we do not know when the emergency ends. If Hormuz reopened tomorrow, China could halt the draw, resume imports, and rebuild commercial stocks within months. The strategic reserve would never have been needed. That is the base case. That is the scenario the market is pricing. If Hormuz stays closed past May, the commercial draw exhausts its four-to-six-week runway. China then faces three options: accelerate Russian pipeline imports that are already running near capacity, reroute from non-Gulf sources at massive premium, or crack open the strategic reserve. The first two buy time. The third signals to every market on Earth that the world’s largest oil importer has entered crisis mode. China has not entered crisis mode. It has entered buffer management mode. The difference is that buffer management is quiet, controlled, and invisible to most traders. Crisis mode would reprice every commodity on the planet overnight. Meanwhile China banned phosphate exports through August. It suspended NPK blend shipments. India asked for emergency urea. Beijing said no. China is simultaneously drawing oil reserves to feed its own refineries and restricting the fertiliser exports that the rest of the world needs to plant. It is hoarding both molecules: the one that powers the economy and the one that grows the food. The checking account funds the first. The phosphate ban funds the second. The permissioned Hormuz chokepoint gives China what no other major economy receives: discounted Iranian crude via yuan settlement through the transponder protocol, intelligence on American weapons systems for free, and the leverage of being the only buyer still clearing the strait at volume. Every other nation is rerouting, rationing, or drawing reserves. China is doing all three while also restricting the inputs its competitors need. Iraq lost a third of its electricity because the gas field was bombed. Qatar condemned the strike because it shares the reservoir. The farmer in Iowa is choosing soybeans because nitrogen costs $610. Sri Lanka shut down on Wednesdays. And China is drawing commercial barrels at a million per day while its strategic reserve sits in the dark, nine hundred million barrels deep, waiting for the war that Beijing has not yet decided whether to join or simply outlast. The draw is not the crisis. The draw is the preparation for the crisis that follows this one. Full analysis: open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
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Lavry
Lavry@Lavrossy·
@BambroughKevin Even if the internal lattice is sp², HydroGraph’s material is usually few-layer graphene nanoplatelet aggregates rather than large single crystals. So it is not a single-crystal monolayer sheet like the graphene produced by the Chinese chemical vapor deposition method.
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Lavry
Lavry@Lavrossy·
@BambroughKevin HydroGraph claims to produce graphene with essentially 100% sp² bonding and ~99.8% carbon purity, however, it is few-layer nanoplatelet graphene powder, not perfect single-layer crystalline graphene sheets.
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Robbie Latimer
Robbie Latimer@roblatty1985·
@Lavrossy @BambroughKevin @TheSqeakyMouse They are EPA approved in USA, UK and EU… they have patents and many pending… they have plenty of near term catalysts. I’ll bet you whatever amount of money you want we never see $1.50 again. Put your money where your mouth is.
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Shane Migura
Shane Migura@TheSqeakyMouse·
Hydrograph’s $HGRAF last run featured three distinct moves each delivering 150%. This current run began with the same 150% move which leads me to suspect we still have two more left. Last time was based off discovering Hydrograph’s graphene; this time will be based off their execution.
Shane Migura tweet media
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Lavry
Lavry@Lavrossy·
@BambroughKevin 99% of robots will be made in China and you can bet they're waaay ahead in grahene too :-)
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Lavry@Lavrossy·
@BambroughKevin @TheSqeakyMouse Until this 'company' actually produces anything for a customer, the valuation shouldn't be more than 500 million tops - so the hyped up & bloated share price is heading back to $1.5 Use this as a trading vehicle, not as an all-in gamble. Seen many of these in my past.
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Kevin Bambrough
Kevin Bambrough@BambroughKevin·
@TheSqeakyMouse I agree. 2 major press releases will end up triggering them most likely. First the pattern then the news. It’s always the way.
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Lavry
Lavry@Lavrossy·
@BambroughKevin @TheSqeakyMouse You guys are actually using past patterns to predict coming ones in this oil/Iran/UST/geopolitical shitstorm ? Lol 😝
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Lavry
Lavry@Lavrossy·
@zerohedge If they indeed have, how can they selectively let Chinese & Russian ships pass ? Mines are remote controlled on/off ? :-)
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zerohedge
zerohedge@zerohedge·
*HEALEY: EVIDENCE MOUNTS THAT IRAN MAY'VE STARTED MINING HORMUZ
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Steven Peeters
Steven Peeters@stevenpeeters57·
@VincentVandep8 Alleen betaal je op de aankoop van zilver wel 21% btw, het rendementvis dus een pak lager. De ondetlinge vrrhandelbaarheid groter door de lagere eenheidsprijs.
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Vincent Vandeputte
Vincent Vandeputte@VincentVandep8·
Wie vorige maand 1kg goud heeft gekocht aan 114.000 Euro/kilo en die vandaag verkoopt, maakt 24.000 Euro winst. Op 1 maand. Op 114k. Zilver is trouwens nog spectaculairder. Niet dat ikzelf speculatief zou beleggen met goud of zilver maar ik kan me voorstellen dat dat voor velen verleidelijk is. N.B. Ik geef hiermee overigens op geen enkele wijze enige vorm van beleggingsadvies. Ik stel alleen vast.
Vincent Vandeputte tweet media
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Maarten Verheyen
Maarten Verheyen@MaartenVerheyen·
@alrecagro @ItsAPingWing @MadelonVos__ Het idee dat we over 30 jaar geen olie meer zullen consumeren, is zowat het domste statement dat je kan maken. Daarmee geef je aan dat je zelf niet nadenkt en enkel de media nakakelt. De olieconsumptie groei nog jaar na jaar Wat zeg ik: zelfs de steenkoolconsumptie groeit
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Madelon Vos
Madelon Vos@MadelonVos__·
ABP verkoopt in 6 maanden bijna 40% van zijn Amerikaanse staatsobligaties. Van €30 mrd naar €18,5 mrd. Officieel: pensioentransitie. Maar dit past in een bredere trend: Europese fondsen verminderen structureel hun blootstelling aan Amerikaanse schuld.
Madelon Vos tweet media
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Lavry
Lavry@Lavrossy·
@MaartenVerheyen 20% is minder dan de 30% die je al in 't rood staat door 25% van je zilver te verkopen voor olieaandelen :-)
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Maarten Verheyen
Maarten Verheyen@MaartenVerheyen·
Hoezo strookt dat niet? Iedere bull-markt kent stevige correcties. $1000 is amper 20%, dat is niks
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Maarten Verheyen
Maarten Verheyen@MaartenVerheyen·
We have reached what looks like a permanently high plateau. This time is different.
Maarten Verheyen tweet mediaMaarten Verheyen tweet media
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