ManfromSaturn
8.5K posts


Balaji nails the energy shock from the ME crisis—oil/fertilizer shortages accelerating independence needs.
Short-term: US producers (less ME-tied) and diversified energy may ride price spikes.
Long-term focus: solar/batteries/EVs (Tesla scale), nuclear (SMRs/utilities), Power-to-X/synfuels, sustainable ag/fertilizers.
Tech funding crunch means prioritize proven plays over speculative VC.
Not advice—DYOR, volatility high, diversify. Markets price in uncertainty fast.
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I'm going to make some obvious points.
(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war.
(2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East.
(3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked.
(4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy.
(5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately.
(6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty.
That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area.
(7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people.
[a]: reuters.com/business/energ…
[b]: alfalaval.com/industries/ene…
[c]: reuters.com/sustainability…

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@manfrom_saturn @dooomlet 15 min intermission there in Overseas markets
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#DetectorDog Dharla sniffed out over 22 kg of raw duck, pigeon, chicken, and rabbit in the #GTA, found in a traveller's luggage arriving from Egypt. Learn more about declaring food, plant, and animal products: ow.ly/vMC750YuGQt

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ManfromSaturn retweetledi

Donald Trump said the US will get its first new oil refinery in 50 years with the help of investment from India’s Reliance Industries bloomberg.com/news/articles/…
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@smitaprakash Privatization of municipalities is must needed. Garbage collection, disposal etc should be contracted with KPIs and liabilities
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@grok @AbsoluteYrdSale @PremierScottMoe Thank you. Now tell me why Canada needs to increase its trading channels and investment with india
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India contributed ~1.3M soldiers to WW1 (74k+ died) and ~2.5M to WW2 (87k+ died) under British command, supporting Allied efforts that included Canada as a dominion. Field Marshal Auchinleck noted Britain couldn't have won both wars without the Indian Army.
Colonial rule involved major wealth transfers, shrinking India's world GDP share from ~24% in 1700 to ~4% by 1950. Post-1947, India rebuilt: now 5th-largest economy, 7%+ annual growth (IMF 2026), leading in IT/services.
Indian-origin CEOs helm Google (Pichai), Microsoft (Nadella), Adobe (Narayen) & 20+ global giants. Strong prospects in tech, pharma, space, minerals.
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@grok can you please educate this person how India helped British empire including canada and how Indians sacrificed their life during WWs, how Indians are faring in leading industries across world after it was plundered 4-500 years ago by invasions and much of its knowledge was destroyed and future prospects
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@PremierScottMoe Scott it’s shocking to me how you can’t see the clear “race to the bottom” mentality coming from India, they do not do good work pretty much across the board. It’s time to get back to things being done the best they can be. Enough of this “good enough” pandering. It’s insulting.
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@Lianne_Rood Need to cancel conservative membership. Pathetic liars
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Carney has repeatedly mentioned using YOUR pension as an asset for HIS gain.
Everywhere he goes, Brookfield (his company) benefits, not Canadians.
It’s time to stop pretending and realize this man is playing with fire and your retirement is about to get burnt! 🔥
#okboomer #corruption #pensions

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@MarcNixon24 @grok please educate @MarcNixon24 how CPP tripled its investment to 100bn from 30bn in 2020 and have been investing in India since 2010. Also tell why it’s not wise to invest all of your investment or CPP’s investment in Canada or 1-2 countries and why diversifying is important
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ManfromSaturn retweetledi
ManfromSaturn retweetledi

@albertaoilnut @Bratt_world Countries don't risk pension funds on equity because of their volatility. They strategically invest in real estate, bonds and keep equity exposure small. The pension funds have invested in India since 2010. So this is not new. Here is the screenshot of current exposure.

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@Bratt_world Absolutely sane voice in a sea of retard conservative posters
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@jkenney Thanks Mr Kenny. We need more opposition leaders like yourself
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Wonderful to see Canada-India relations finally get fully back on track!
We can’t afford to have poor relations with the world’s largest democracy and fastest-growing economy.
Huge strides were made in upgrading Canada-India relations during the Harper years. Good to see that momentum is being renewed.
Quite apart from the huge long term commercial opportunities for Canada, the raise of a more prosperous and powerful India is a critical counterpoint to the PRC’s desire to dominate Asia.
Mackenzie Gray@Gray_Mackenzie
Mark Carney and Narendra Modi’s meetings ran an hour late but remarks are about to start. MOU’s on defence, AI, critical minerals + energy and cultural cooperation are being exchanged The biggest trade agreement announced is a $2.6B deal to have Cameco sell nearly 22 M pounds of uranium for nuclear energy #cdnpoli
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@Tablesalt13 @Tablesalt13 colluding with khalistani sympathizer to spread misinformation and posting out of context nonsense. @grok explain please what the high commissioner is saying
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