@nicaqs thanks for sharing , BB, will it be the next NOK , coming into the narrative of AI
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Team Bulk Carriers
5.2K posts
Team Bulk Carriers
@TeamBulkCarrier
Dry Bulk Analyst
United Arab Emirates Katılım Ocak 2023
3K Takip Edilen629 Takipçiler
$BB one of the cleanest setups right now. Expansion comes after contraction. I lean bullish.
nic.aqs@nicaqs
$BB +14.11% on the day. The bullish technicals were highlighted to members during pre-market.
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@SanCompounding Thanks for sharing - so ur fav is nbis out of the entire AI basket u shared ? Now with 4 percent down today - is it a good entry for long term ?
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🚨 Precisely why I chose only $NBIS In my AI ETF Basket - Only Neocloud focussed on Op Margins 📈
Sandeep Anand@SanCompounding
🚀 Buying this AI basket like an ETF and forget next 2 years is a good idea 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $CIEN $61B Optical Transceivers 4 $COHR $57B Optical Transceivers 5 $LITE $40B Optical Transceivers 6 $CRDO $19B Optical /AIBConnect 7 $DRAM NA Memory ETF 8 $AAOI $10B Optical Transceivers 9 $VIAV $8.3B Optics Test/MFG 10 $CRWV $53B Hyperscaler 11 $AVGO $1.7T ASIC Chips 12 $AXTI $3.5B Optical Materials 13 $NBIS $25B Neocloud 14 $ALAB $0.7B AI Interconnect 15 $NET $58B EDGE AI
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Team Bulk Carriers retweetledi
Big news from Trump about 20 minutes ago (and ~90 minutes before the market reopens on Sunday night in Asia):
The US will start Naval Escorts called "Operation Protect Freedom" tomorrow!
As I noted in the repost below (from Friday), the US was "stuck" until the circumstances changed. It now seems they are about to change tomorrow!
Some possible outcomes (hoping for #1 or #2, fearing #3 and #4)
1. US escorts ships out, Iran does nothing, this is over
2. US escorts ships out, Iran fires on ships that the US can repel, this is over
3. US escorts ships out, Iran fires on ships and hits them, or they hit a mine. The image of burning ships is a disaster for the Navy and the US, especially if it's a US warship.
4. The US keeps threatening to do this, but the Navy never actually does it (akin to them not firing on the 40 or so fast boats in the Strait today when Trump said they would a several days ago). The US can be criticized for talking a big game with little action.
Jim Bianco@biancoresearch
The bottom line is the Iran War is "stuck." No War (shooting) No Peace No Shipping No Crude Oil, LNG, Fertilizer, and/or Helium And it will stay "stuck" until circumstances change. The most likely change ... * The US/Israel restart kinetic attacks with the goal of forcing the Iranians to their position * The Iranians hold the stalemate long enough to drive up crude oil prices to intolerable levels for the developed world to get the US/Israelis to accept their positions. I guess a third option is that the blockade imposes unbearable economic pain on the Iranians to force them to accept the US positions. I say "guess" because the thinking now is this might take a long time, which plays into the Iranian point above about holding the stalemate to drive up crude oil prices to intolerable levels. As we are starting to understand, the Iranian regime has a high tolerance for economic pain, and the larger population cannot overthrow them. So, the maximum pain point, the so-called "tank top" of their crude oil storage facilities getting full, might be several weeks away.
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Team Bulk Carriers retweetledi
The big stock market crash following the 1973 oil crisis did not come during the embargo, but in the 6 months after the embargo was lifted.
Chart: Bloomberg
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Team Bulk Carriers retweetledi
The situation with oil is worse than you think.
The oil wells of Iran, Iraq, Kuwait and the UAE are not like a garden hose. They are mature, low-pressure reservoirs that require precise gas injection to maintain flow. Once that flow stops, water encroachment -- what engineers call water coning -- traps oil behind barriers of saltwater that are nearly impossible to reverse. Worse, paraffin waxes and asphaltenes precipitate inside the wellbore tubing, clogging the rock pores with solid deposits.
This is not theory; it is basic petroleum physics. The recent Israeli strike on Iran's South Pars gas field -- the largest in the world -- caused a lasting shock to the entire regional energy system. When the field was hit, the pressure dropped across hundreds of wells. Even if peace breaks out tomorrow, those wells will never produce at their former rates without expensive re-drilling that takes years. The same applies to Qatar's Ras Laffan LNG complex, which was struck by Iranian missiles in retaliation. These are not temporary shutdowns; they are permanent fractures in the energy backbone of civilization.
Industry studies show that even short shutdowns of five days to a few weeks cause flow rate losses of 20-30%. The wells in Kuwait never fully recovered after the Desert Storm fires, and that was with only a few months of disruption. Now we are looking at months of no production, with many fields flaring gas instead of exporting it.
The Strait of Hormuz closure has already removed a significant share of global energy, and rising energy costs are triggering cascading impacts across industries, including food and transportation. Every day the strait remains closed, the invisible tax on global oil supply grows larger -- not just from lost barrels, but from the permanent impairment of the reservoirs themselves. The world could lose 4 to 6 million barrels per day of capacity even after the strait reopens, and that means higher prices for years.
Read the full article here:
No Way Out: Why Permanent Damage to Persian Gulf Oil Wells Begins Now
naturalnews.com/2026-04-28-per…
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Team Bulk Carriers retweetledi
🚨🚨🚨🚨FULL STATEMENT:
UAE says it's leaving the OPEC oil cartel from May 1.
"... Following its exit, the UAE will continue to act responsibly, bringing additional production to market in a gradual and measured manner, aligned with demand and market conditions..."
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Team Bulk Carriers retweetledi
Fertilizer prices are increasing because of the blockade at the Strait of Hormuz.
The burden falls on many of the world’s developing countries - places where the increase in food prices could lead to people going hungry.
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Team Bulk Carriers retweetledi
One gulf country is winning 💡
Hormuz in March:
🇮🇶 Iraq: 82% of exports lost
🇰🇼 Kuwait: 75% lost
🇶🇦 Qatar: 70% lost
🇸🇦 Saudi Arabia: 34% lost
🇦🇪 UAE: 26% lost
🇴🇲 Oman: actually UP 117%
Oman's ports sit outside the Strait.
Every stranded barrel rerouted through them.
Total: 44% of regional exports lost.
56% still moving.
And the one country gaining?
The one with geography on its side
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Team Bulk Carriers retweetledi
'Indefinite' ceasefire or not, Hormuz remains barely passable. The IRGC seized two vessels attempting to cross as I wrote this edition.
The economic casualties are mounting. Here's what the data shows:
▪️Gulf jet fuel exports collapsed 79% in March - from 605,000 bpd to 127,000 bpd
▪️Kuwait, the world's 2nd largest jet fuel supplier: down 97%
▪️The Gulf's share of global jet fuel supply: from 32% pre-war to 3.7% in April
▪️19 of the world's 20 largest carriers have already cut May flights
▪️Jet fuel crack spread: record $80/barrel, prices have roughly doubled
▪️IEA warns Europe has less than 6 weeks of jet fuel supplies
▪️Airfares expected to rise 5-10%, surcharges already appearing
Full edition 🔗thenationalnews.com/newsletters/en…
#OOTT #Iran #Hormuz
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Claude + Seedance 2.0 = 550 videos per day
Fully-realistic UGC ads — cinematic lighting, human motion, perfect pacing — all done by AI agents.
UGC cost: $3
Production time: 10 minutes
Scale: instant
One AI engine that creates, tests, and scales short-form ads automatically — nonstop.
It’s live. Campaigns are scaling now.
Comment + RT “ME” and I’ll DM you the full step by step playbook.
(Must be following for me to dm)
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Team Bulk Carriers retweetledi
Three Vessels Hit by Gunfire in Strait of Hormuz, Crews Safe
MSC Francesca
Epaminodas
Euphoria
gcaptain.com/three-vessels-…
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Team Bulk Carriers retweetledi
@policytensor "the United States must reopen the Strait decisively and visibly with escorts, minesweepers, and strikes on launch sites."
Easier said than done.
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Team Bulk Carriers retweetledi
UKMTO WARNING 043-26
Click here to read the full warning⤵️
ukmto.org/-/media/ukmto/…
#MaritimeSecurity #MarSec
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Team Bulk Carriers retweetledi
There seems to be unearned optimism that Hormuz might normalize soon
Assuming Hormuz reopens--then what?
Tankers are out of position, rates are spiking, and export capacity is constrained.
Flows don’t snap back—they crawl.
Normal isn’t weeks away—it’s months.
In the best case scenario.
#OilMarkets #Hormuz #EnergyCrisis #Shipping #Geopolitics
AllThingsVentured@AllVentured
Tankers increasingly out of position for a Hormuz reopening to ramp quickly. This should start to support the belly of the oil curve that had been pricing an acute but brief reopening glut as all of the loaded tankers in the gulf leave at once closely followed by rapid storage draws and loadings onto waiting ships. Now a reopening is likely to be fully constrained by how many tankers are in the area and how quickly record tanker rates can bring tankers back to the gulf to load. The uncertain timing assuredly means a period of extreme inefficiency where swathes of tanker reverse planned courses and an entire month where oil in transit drops sharply. The initial impulse of loaded tankers leaving the gulf barely keeps refiners off tank bottoms and supply chain chaos thereafter keeps refiners fighting each other for the few cargoes that can load from tankers in position… I’m thinking at least a month before enough ballasting tankers arrive to the gulf to meet desired export programs. Meanwhile oil field production restarts will need to be throttled until there is enough tanker offtake capacity. Months before things are “Normal”
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Team Bulk Carriers retweetledi
Hold on a second, what's going on here?!⚠️
With ~12 hours left to trade on May26 oil futures OI has now crashed below 20k 😳
From the data I could retrieve, this never happened before. We saw this happening to Silver in March because the paper price is fake, and sellers don't want to deliver the commodity at artificially low paper prices. Is the very same now happening on crude oil prices, too?
JustDario@DarioCpx
Friday's oil market crash has been used again to close a whole bunch of May 26 WTI futures short positions To give you an idea, average OI that goes into settlement is ~85k contracts, and we are already well below that when there are still 2 days till the end of May26 trading
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Team Bulk Carriers retweetledi
Shipowners and charterers are struggling to agree on who should take on the risk of crossing the Strait of Hormuz, meaning relatively few vessel bookings are occurring.
It’s a reminder that, seven weeks into Middle East conflict, shipping goods through the world’s most important energy chokepoint remains intolerably risky for most operators.
At least two oil companies with barrels available inside the Persian Gulf have sought to charter tankers in recent days, insisting that the shipowners should guarantee they will load on time, successfully cross Hormuz and reach their destination without delays, according to people who saw the requests. #oott bloomberg.com/news/articles/…
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@chrisdadiva thanks for sharing, more than the cat niche video, i love the video u have done to explain this - which tools did u use for this illustrator video
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This is the tweet where I shared the link to get the prompt for this video.
x.com/chrisdadiva/st…
BIG CHRIS@chrisdadiva
How to Model this viral channel making over $10k monthly in this Niche in Two days. If you are new to Youtube Automation or looking for Niche to go into, this is for you. Complete Tutorial video and attached is document containing the all prompts needed to build your own channel. Like. Retweet and Bookmark.
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@ViralOps_ @lovart_ai thanks for your quick reply, want to know your feedback , do people really making short form video gaining impression in X - or is it just a .....
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@TeamBulkCarrier - downloaded the image from their website
- made it with seedance 2 on @lovart_ai
- i didn't make any money yet selling such video ads
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seedance 2.0 just landed on lovart
and i just created this $50K commercial in one go.
no waitlists, no queues. instant access around the globe.
here is the quick tutorial on how i generated this 🧵
LovartAI@lovart_ai
🚀Seedance 2.0 is now open to EVERYONE, including US. Enjoy no queues & full power on Lovart. → Unmatched Length: 60-second video generation with Lovart Skills → Consistency Control: Auto three-view generation across long videos → Creative Prompts: Autonomous planning, no complex shot prompts needed → Smart Storyboarding: Seamless shot merging for cinematic transitions Plus, members enjoy 45% OFF + 150 FREE Seedance 2.0 Videos. Like + repost + follow – 10 lucky winners get a free month of Pro
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@ViralOps_ nice one, so u got the images from Ajmal, and u sold them this add or worked for them - just curious , thru which platform do we use this seedance with , there seems many options and also being new to these , how do u make use of generating such ads or make an income out of it ,
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you need a storyboard scene sequence of your product like this image,
and submit it with this prompt.
it's that simple!
seedance 2 prompt:
A seamless 15-second luxury fragrance commercial for Aurum Summer EDP. Do not show the storyboard — use scenes only as reference. Scene 1 (0–3s): slow cinematic push-in on the gold Aurum Summer bottle standing on white desert sand, golden hour light wrapping around the glass, long shadow stretching forward. Scene 2 (3–6s): macro close-up of perfume mist spraying from the nozzle, golden particles suspended mid-air against warm backlight, slow motion. Scene 3 (6–9s): aerial drift shot — bottle resting on sand surrounded by scattered jasmine petals and dried orange peel, camera slowly rotating overhead. Scene 4 (9–12s): elegant hand with warm skin tone raises the bottle against a blurred Dubai skyline horizon, sun flaring softly behind the cap. Scene 5 (12–15s): cinematic final — bottle on a stone ledge, desert wind softly scattering petals, "Aurum Summer" fades in center frame in thin gold serif, "Made in Dubai" appears below in smaller text. Transitions: slow dissolve between every scene. Camera movement: smooth slow push-ins and drifts throughout, no cuts — fluid motion. Lighting: consistent warm golden hour throughout, amber and gold palette. Audio: deep oud-influenced ambient score with subtle modern electronic undertone, prestigious and cinematic. Male voiceover — deep Saudi Arabian English accent, slow authoritative delivery: "Born from the desert. Crafted in Dubai. Aurum Summer — by Ajal." Mood: prestige, warmth, Middle Eastern luxury, aspirational.
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@Attaqa2 @HFI_Research if most of so called damaged facilities come back to life and start running as usual ,within such a short period of time, will there really be a supply disruption
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"خلال فترة وجيزة للغاية"..
خط أنابيب شرق غرب يستعيد طاقته التشغيلية لنقل النفط السعودي
⭕ قبل أيام، فقد الخط نحو 700 ألف برميل يوميًا إثر استهداف إحدى محطات الضخ.
⭕ تعافي سريع يعكس ما تتمتع به أرامكو ومنظومة الطاقة في المملكة، من مرونة تشغيلية عالية وكفاءة في إدارة الأزمات.
attaqa.net/?p=595540
#السعودية #النفط #أرامكو
العربية