Rapporteur da vanguarda

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Rapporteur da vanguarda

Rapporteur da vanguarda

@bitaiteur

Abastado por ocasião. Rentista por vocação.

Katılım Ağustos 2020
1.3K Takip Edilen411 Takipçiler
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Bruno Maçães
Bruno Maçães@MacaesBruno·
Glad we can all laugh at hundreds of dead Iranian children
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Alexander Stahel 🌻
Alexander Stahel 🌻@BurggrabenH·
You could land a plane between bid and ask
Nadim Koteich@NadimKoteich

Two days of intense meetings in Washington, fresh from Abu Dhabi. Here is what I'm actually hearing — and what it means before Friday's deadline. 🔴 With Friday's deadline approaching, the five-day diplomatic window Trump opened for what he called a negotiating push, here is where I think we actually stand. The window is more a temperature-taking exercise than a breakthrough. Its real purpose is to determine whether the new leadership in Tehran is willing to make the kind of concessions to earn Israel and the GCC endorsement of whatever deal emerges. ➡️ Nothing I heard in Washington suggests they are. 🔴 The structural gap has not moved. Washington wants zero enrichment as the end state. Tehran insists enrichment is an inalienable right. That was the impasse before the bombs fell. Bombardment has not dissolved it, and if anything, it has hardened it into a matter of civilizational dignity for the Iranian side. In this regard, watch what Tehran does, not what it says. Ali Larijani, was replaced as Security Council head by Mohammad-Bagher Zolghadr, a hardline IRGC veteran whose entire career was built inside the revolutionary security apparatus. Simultaneously, Mojtaba Khamenei recalled 71-year-old Mohsen Rezaei, former IRGC commander-in-chief, out of active service for decades, to serve as his personal military adviser, now effectively heading a three-member wartime council alongside Ghalibaf and IRGC commander Ahmad Vahidi. ➡️ When a system reaches into retirement to staff its inner circle with ideological generals, it is not preparing to make historic concessions. It is closing ranks. 🔴 What we are dealing with is a three-body problem that no one in the diplomatic corridors is being fully honest about. The United States wants a deal for economic and political reasons (oil prices, markets, and Trump's consuming need to declare victory, mid term elections calculus). Israel wants to continue until structural elimination is achieved, as a frozen Iran is, from Tel Aviv's perspective, a threat merely postponed. Similarly, the GCC countries want permanent degradation, not a temporary freeze that leaves Iran with enough capacity to reconstitute its missiles program and sustain its leverage over strait of Hormuz. Iran, meanwhile, is negotiating survival, not surrender, and specifically, the right to reconstitute. ➡️ These four sets of interests do not overlap, and this ia a structural problem. 🔴🔴 Friday will tell us something. But I would not mistake what it tells us for a resolution.

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Alexander Stahel 🌻
Alexander Stahel 🌻@BurggrabenH·
Four weeks in, my base case is for no diplomatic resolution. The historical hit rate with regimes of this type is effectively zero. Thus, the Strait carries a lasting risk premium even post-conflict. Supply normalization is slow & partial until workarounds are fully in place. Particularly the Saudis & UAE won’t negotiate. They think in generations, not weeks. Becoming a hostage of Iran is not an option. The upside case is an unusual military success, but irrelevant for oil and the risk perception of the Strait unless the regime falls. Downside case is more oil and gas assets damaged. The overarching problem here is that this conflict and its post-war order effectively took OPEC core (Saudis; UAE; Kuwait) spare capacity out of global barrel counting. So we basically lost another 4-5mbpd that nobody pays attention to - yet..! That’s a huge issue. As u should know by now if u followed me long enough, the availability of spare is a big part of oil price formation. If it reduces, it’s generally bullish. If it increases, it’s (net) bearish (which is why OPECs physical barrel management worked effectively poorly over decades). Please remember that I was a structural oil bull bw 2018-2022 (ex 2020 obviously) and switched bearish starting in August 2022. In fact, I was max bearish just before this crisis. We faced a physical glut which was best visible in crude differentials. Not anymore. Now we have a laundry list of issues that generalists have an imperfect understanding of yet. Spare capacity gone; crude quality mismatches; transportation bottlenecks; restarting fields; demand destruction requirement; etc. Nothing is an easy and fast fix here and where I sit. Let’s adapt.
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Alvaro
Alvaro@Alvaro2Alves·
@bitaiteur Segundo genocídio ! Segundo ! 🤣🤣🤣 Não és melhor do que um maldito "cabeça rapada" grande filho da puta antissemita...
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Dias a fio a discutir a suposta postura do PCP em 2022. Israel vai a caminho do segundo genocídio/anschluss e ninguém pergunta aos políticos que DEFENDEM EXPLICITAMENTE o estado israelita se concordam com a ideia de bombardear crianças e hospitais.
Alexandre Severo@AlexandSeverus

E porque é que batalhões de jornalistas e comentadores não estão a exigir aos líderes do PS,PSD, IL, CH e CDS que denunciem a invasão do regime israelita?

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Antonio Filipe
Antonio Filipe@AntonioFilipe·
O PCP propõe medidas para mitigar os efeitos da guerra na bolsa dos portugueses. Os apoiantes da guerra (PSD, CDS, IL, CH) atacam o PCP.
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Stephen McIntyre
Stephen McIntyre@ClimateAudit·
US put military cordon in international waters on Venezuela to overthrow its government; is currently interdicting fuel shipments to Cuba in international waters and has been sanctioning Russian trade for years. So by what moral principle can US object to Iran threatening "global commerce" in Strait of Hormuz? Pot, meet kettle.
Brett McGurk@brett_mcgurk

Iran today threatened the Bab al-Mandeb (10 percent of seaborne trade). Predictable and not new. Iran spent years building a missile and drone proxy force in Yemen able to threaten global commerce—and fired anti-ship missiles at US Navy vessels in ‘23 and ‘24. Hormuz & Mandeb ⬇️

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Roshan Rai
Roshan Rai@RoshanKrRaii·
Daily Routine of Lt. Col. Ebrahim Zolfaghari > Wake up > Roast Trump > Sleep > Repeat
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Iran Military News ☫
Iran Military News ☫@IranMilitaryEN·
We have largely purged Dubai of prostitution and slavery.
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Volcaholic 🌋
Volcaholic 🌋@volcaholic1·
"Fuel wars" coming to a petrol station near you soon. 📍 Australia
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Jason Hickel
Jason Hickel@jasonhickel·
It's actually enraging how the World Bank can suddenly change its mind about industrial policy like "Oops, for the past 45 years we systematically prevented you from using the most obvious tool for sovereign development, keeping you stuck in poverty and dependency, lol".
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Para os burros que ainda não perceberam o tipo de "liberdade" que a IL defende:
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Ahmed Hassan 🇾🇪 أحمد حسن زيد
On this same date, March 25, 2015, the aggression against Yemen began. Without any prior warning, at 2:00 AM, 189 aircraft belonging to 8 Arab countries began bombing all Yemeni cities.
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Kristi Yamaguccimane
Kristi Yamaguccimane@TheWapplehouse·
Your government has been captured by Israel. Your sons are born with microplastics in their balls. Facebook burned $80 billion dollars on Second Life. The oceans are dying. Fast food is $15 a person. Your Dad gave AI Reese Witherspoon your inheritance. You will never retire.
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