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Get 'The End of the Nineteen-Nineties' at https://t.co/tp8h5jP8OQ

Ankh-Morpork Katılım Haziran 2008
3K Takip Edilen12K Takipçiler
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Jérémie
Jérémie@jeremie0117·
I have been searching for a true Fertilizer Primer since the conflict in Iran began, but most available research has been incomplete. Following the same approach as my Chemicals deep dive, I decided to build a report that brings the entire landscape together. For those looking to go deeper on $NTR, $MOS, $YARA, our top two investment ideas, and the broader global supply chain for potash and nitrogen, this is a must read.
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__earth@__earth·
It doesn’t explain why it happened, offers no path forward except more talks and then says whatever happens, we won’t interfere This is a case where no statement does the least damage, and more statements would worsen public ire
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__earth@__earth·
This is such a empty, zero-action statement that adds no value
Taufiq Johari@taufiqjoharii

𝐾𝐸𝑁𝑌𝐴𝑇𝐴𝐴𝑁 𝑀𝐸𝐷𝐼𝐴 26 MAC 2026 𝐊𝐁𝐒 𝐆𝐄𝐒𝐀 𝐋𝐀𝐍𝐆𝐊𝐀𝐇-𝐋𝐀𝐍𝐆𝐊𝐀𝐇 𝐖𝐀𝐉𝐀𝐑 𝐃𝐈𝐀𝐌𝐁𝐈𝐋 𝐎𝐋𝐄𝐇 𝐅𝐀𝐌, 𝐑𝐄𝐅𝐎𝐑𝐌𝐀𝐒𝐈 𝐌𝐄𝐍𝐘𝐄𝐋𝐔𝐑𝐔𝐇 𝐏𝐄𝐑𝐋𝐔 𝐃𝐈𝐋𝐀𝐊𝐒𝐀𝐍𝐀𝐊𝐀𝐍.

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LeRaffl
LeRaffl@leRaffl·
🇲🇾 Malaysia - February 26 - BEV Trajectory 6.4% BEV 93.6% ICE Trailing 12 months are: 5.8% BEV 94.2% ICE Graphs are available in the Gallery: leraffl.github.io/LeRaffl-Galler…
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Lawrence Wong
Lawrence Wong@LawrenceWongST·
Spoke with Australian PM Anthony Albanese today about the Middle East conflict and its impact on global energy supplies. In times like these, trusted partnerships matter. Australia is a key source of LNG for Singapore, and we value this partnership.
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__earth@__earth·
With price trajectory as it is, I think the prospects of a 2026 general election is off the table
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__earth@__earth·
It’s favorable for Malaysia (and Asean) to avoid autarkic impulses
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__earth@__earth·
Since Malaysia is a major LNG producer and exporters, we do have leverage to run such negotiations and secure our own needs
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__earth@__earth·
It’s tempting to restrict Malaysian exports during this time, especially when others are doing so But this is the time for quid pro quo Malaysia should negotiate with some of our neighboring trading partners to guarantee minimum supplies in turn for us doing the same
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Financial Times
Financial Times@FT·
The flow of liquefied natural gas from the Gulf is expected to come to an abrupt end in the next 10 days ft.trib.al/fbv1oLK
Financial Times tweet media
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__earth@__earth·
But maybe Israel too, but within the context of pulling some (semicon?) supply chain away from there towards SEA The biggest selling point is that SEA is a much safer neighborhood with a much bigger market (and growing)
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__earth
__earth@__earth·
What’s more interesting is the tech supply chain, both services and mfg Iran is an obvious source of talent for various low-cost tech that might be useful for places like Malaysia
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__earth@__earth·
Several Southeast Asian economies benefited immensely from the China-US trade war And it seems, the same SEA economies would like be the net beneficiaries from the troubles in the Mideast. Sure, short term pains, but medium-to-long term, winners
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