🇹🇿Tanzania is about to finalize one of the largest energy deals in African history.
Equinor, ExxonMobil, and Shell are meeting in Dar es Salaam this week for the final round of negotiations on a $42 billion LNG project.
The hard part is already done... Commercial terms agreed and Tax framework settled.
What's left is turning the handshake into legally binding contracts.
💡Tanzania sits on massive offshore natural gas reserves that have been waiting for development for over a decade.
This project would build the infrastructure to liquefy that gas and export it globally creating one of Africa's largest LNG export hubs.
Right now the world is desperately hunting for LNG supply outside the Gulf(Qatar mainly)
Tanzania is about to enter that market with $42 billion of committed infrastructure and 3 of the most credible operators on earth behind it.
Another node on the new energy map and one that bypasses Hormuz entirely.
Gold stocks are in historically oversold territory:
~95% of stocks in the gold miners ETF, $GDX, are now trading in a bear market, the highest since at least April 2023.
This has surged +850% over the last 4 weeks as gold miners have dropped -25% over this period, entering a bear market for the first time since 2023.
By comparison, ~90% of stocks in the ETF were in a bear market in October 2023.
From that point until March 1st, 2026, $GDX rallied +346%, experiencing one of its biggest bull markets in history.
Gold miners have rarely been this oversold.
@MarekaMalili Hakuna mtu atakukumbuka, kila mtu anayekufahamu naye pia atakufa. Hata ufanye kitu gani, utapita tu kama walivyopita wengine. Just do what you like to do.
I’m in love with this sentence:
“The degree to which a person can grow is directly proportional to the amount of truth he can accept about himself without running away.”
→ Do a 24-hour social media detox
→ Photograph textures around you
→ Memorize a short poem
→ Learn to make one perfect sauce
→ Sit in silence for 10 minutes
We’re impressed.
If our quote of this tweet reaches 1K retweets, GermanLanding will offer her immediate employment.
B.A. French & German… exactly the kind of global talent we support.
If you disappeared tomorrow and nothing broke, nothing stopped, and no one adjusted, then you were never essential. And being essential is the only stable form of status.