@Harauvatian @thinkingwest I think his win rate was in the 90%’s, not counting the actions after Leipzig.
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Putaverunt
2.7K posts
One of the coolest artworks I've ever seen for a video game
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Putaverunt retweetledi
Here is the compilation of all my posts regarding the basics of crude, condensates and refined products to help you make sense of how bad the situation is for each product.
1) Crude - The tussle for crude leading to high crude premiums and the mismatch of crude qualities to replace the medium sour crude that Asia sorely needs
2) Condensates - The impact of Qatar LNG outage to the oil and petchem world
3) Naphtha + LPG - The basic building blocks of plastics and the bare necessities of life
4) Mogas - the most politically charged barrel but the easiest to solve in the current crisis
5) Jet fuel - The most stressed barrel because you can only get jet fuel from refineries
6) Diesel - The workhorse of the barrel. You need this fuel in industry, power gen, mining, fishing.
7) Fuel oil - The forgotten, unloved barrel but is now priced higher than crude. This is used predominantly as bunker fuel in many of our ships, so again - no crude for refineries = no bunker fuel produced
Sharing is caring. Repost if you care. #oott
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@HoyasFan07 @blagden_david @IBallantyn Thank you. They are broke. And are in the process of making all the earners leave
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@blagden_david @IBallantyn So if person X says annual British defense spending should be 20 billion pounds higher than the current level, is a credible plan attached that shows how 20 billion pounds will be attained in a deficit neutral way?
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I see a lot of posts and articles from Brits arguing that defense spending must be hiked. Many argue the increase must be substantial. Fair enough.
What I don't usually see is a candid acknowledgment of the UK's current fiscal situation and the implications for defense, i.e.
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@JeremyA46925042 @Philip_Mundhen3 This might be naive, but I think if asked American merchant mariners would answer the call. They have gone into harms way every time when asked.
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@Putaverunt4 @Philip_Mundhen3 Right, we can get ships, it's getting competent and willing crews that will be the issue.
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In a nutshell, this is why the Jones Act matters.
Tom Shugart@tshugart3
We may be getting a reminder just how much it matters not to have a robust commercial shipping fleet - no matter what we say, we can’t make other countries’ merchant ships go through the Strait of Hormuz if they decide it’s too risky.
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Also American companies operate foreign fleets. What a jones act company needs is some type of cargo or labor guarantees and then they can trade foreign. Our mariners are the best in the world with good union wages. Very hard to compete when a foreign flag crew wage is basically what it costs for JA for the day.
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@CTIronman @johnkonrad Like most complex problems, a single law cannot resolve the issue. However the ships that remain due to the JA allow people like me to have the required experience to operate ships that can be pressed into service when the need arises.
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@JeremyA46925042 @Philip_Mundhen3 Washington has the ability to tell the companies where to sail in times of emergency. It’s a little bit more complicated but the gist is correct.
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@Philip_Mundhen3 Participation in the Maritime Security Program can force their hands, although I'm sure they would get US goverment backedinsurance to mitigate the risk.
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@johnkonrad Wondering how early I have to go to LGA with my young child tomorrow. Would be nice one day to not have such disfunction in Washington.
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Sadly it’s not just TSA
The USCG licensing office is closed and can’t issue US Merchant Marine licenses while 5 🇺🇸 ships remain in the Persian Gulf.
Is it time to move USCG and USMM to the Department of War?
Elon Musk@elonmusk
I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country
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@GlobalMacroZen Maybe it’s because they hope the threatened ground troops open the straits.
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Well I shorted some $SPY after hours at 654.51; risky; don't try this at home; looking to be flat by 8 PM ET if it works; otherwise I carry it...
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@GlobalMacroZen I wish I had thought this a little more through. Made the tickets on the way back after New Years.
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@Putaverunt4 This is a good alternative: jsx.com/home/search
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@GlobalMacroZen Melon’s is where we went after school. There is a nostalgia factor.
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Where is the best burger in Manhattan? Minetta Tavern, 4 Charles, Au Cheval, Raoul's, JG Melon, Brindle Room, Burger Joint, I like the one at Rocco's too, what is your favorite?
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@GlobalMacroZen @chigrl @KASDad Thank you for bringing this to everyone’s attention. I am sure we can find them the help they so desperately need
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To repeat: we live in the golden age of conspiracy. Sometimes, a plausible explanation is presented as if it were fact. And so on and so forth.
Tracy Shuchart (𝒞𝒽𝒾 )@chigrl
It is physically impossible for anyone to know whether Gulf central banks are currently selling gold. That data does not exist yet in any public reporting system. Anyone asserting they know what Gulf central banks did with their gold reserves in the last three weeks is fabricating it, because neither the IMF, the WGC, SAMA, CBUAE, CBK, nor QCB have released that data.
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@GlobalMacroZen @maud_j2 Now I haven’t had a drink in over a decade but it used to be: Hendricks very very dry gin martini. Stirred not shaken with an onion.
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Well, once in a while I like to drink a Gin & Tonic like Queen Elizabeth after the close; she had a Gin O'Clock; what is your favorite gin? I have 3 choices 1) Bombay Sapphire(main stream) ; Hendrick's (better) & Monkey 47 (good); What's yours?
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What this statement is saying can be broken down into a few key points:
1.Jones Act Waiver – The Jones Act normally requires that goods transported between U.S. ports be carried on ships that are U.S.-built, U.S.-owned, and mostly U.S.-crewed. By issuing a 60-day waiver, the administration is temporarily relaxing this rule to allow foreign or non-compliant vessels to transport critical goods.
2.Purpose – The waiver is meant to mitigate short-term disruptions in essential commodities like oil, natural gas, fertilizer, and coal, keeping U.S. supply chains moving smoothly.
3.Military Context – The mention of Operation Epic Fury implies that the waiver is partly connected to ongoing military operations that may be affecting domestic logistics or supply availability.
4.Broader Goal – The administration is framing this as part of a long-term commitment to strengthen supply chains, signaling that this is a temporary measure rather than a permanent policy change.
In short: this is a short-term, targeted move to ensure critical resources continue flowing to U.S. ports while military operations and other disruptions are ongoing.
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🚨Trump Waives US Shipping Law for Oil and Gas In Bid to Lower Prices
bloomberg.com/news/articles/…
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$QQQ Caught em all!!! (green dots are the buy signals) // Sell signal is a work in progress still
ShortSeller@ShortSeller
$IWM Caught every bottom except one (was a 20% drawdown so I think it should have caught it...will do better)
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Own a rabbit: 98.2% lower dementia risk, plus lower blood pressure, improved cerebral blood flow, and +2 on a standardized 10-point facial attractiveness scale
Bryan Johnson@bryan_johnson
You a cat or dog person? Own a dog + exercise: 63% lower dementia risk. Own a dog + don't exercise: 0% benefit. Own a cat: 0% benefit.
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@johnkonrad They all want to be apolitical. Nothing can stand in the way of their profits.
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Who everyone I talked to at the shipowners conference today thinks is blowing up merchant ships: Trump & Hegseth
Who is actually blowing up ships: Iran
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@GlobalMacroZen @salr_nyc Colt python with the big barrel. Scares people out of bad ideas
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@johnkonrad I was suprised at how globalist many of the people were.
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I’m at the biggest shipowner conference in North America right now.
I live in a very liberal town in Massachusetts and yet I have never seen worse cases of TDS in my life.
The London shipping cabal is PISSED
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