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Chis

@chischans

Cogito, Ergo Sum.

Katılım Eylül 2023
538 Takip Edilen579 Takipçiler
Iran Observer
Iran Observer@IranObserver0·
⚡️BREAKING Trump on the Strait of Hormuz: The Strait of Hormuz will be controlled by me and the Ayatollah
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Chis@chischans·
@MarioNawfal Coming from a guy desperate for a victory, any kind of victory and his deep worry abt the tanking the economy, he could do anything...even talk to some Iranian trees.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
IMPORTANT UPDATE: TRUMP IS BYPASSING THE IRGC Turns out Trump was saying the truth, but there's context The U.S is negotiating with Iran, this wasn't a bluff But Iran, as expected, is no longer one entity under one leadership The IRGC, more hardline and ideological, seem hell-bent on continuing this war, as they feel they have the upper hand. They rejected Trump's claim of ongoig negotiations, and now announced they will keep the Strait of Hormuz closed. In the meantime we are getting reports that a U.S. delegation is meeting an Iranian delegation in Pakistan, completely bypassing the IRGC This is a form of regime change, taking power away from the IRGC. This could go one of two ways: 1. After enough pressure and bombing, the IRGC fold and accept concessions, losing their grip on the country. This would be GREAT news for Iran and the world 2. The IRGC remain defiant, fighting for their survival, potentially militarily overthrowing the more moderate executive branch of the country This is an extremely important and sensitive period for Iran, Israel and the Middle East I hope Trump can pull it off
Mario Nawfal@MarioNawfal

One of 2 things just happened: Trump either changed his mind, or Iran is folding to the pressure Her's what just went down: - Trump set an ultimatum for Iran to open the Strait of Hormuz, or he will strike their energy infrastructure - That deadline was meant to expire tomorrow morning - Iran responded defiantly and threatened to strike energy infrastructure in the region - Trump claimed negotiations went on behind the scenes, and he extended his deadline by 5 days - The Iranians claim there were no negotiations, and this is just Trump walking back his threats Either way, this is good news Either Trump exerted maximum pressure to force Iran into concessions Or Iran’s defiance and military capabilities forced Trump to walk back his threat If it’s the latter, I hope Iran does not call him out and mock him, as this will only fuel Trump to escalate again Does this all mean the war may still go on for months? Yes, but this is unlikely because: - The global economy is taking a massive hit (especially Europe and Asia) - The Gulf is pissed - American allies in Asia and Europe are also upset - Voters aren’t happy - And munition stockpiles are running low

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Chis@chischans·
@KobeissiLetter A shit load of money is exchanging hands while people decide whether what has happened is true or not.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is absolutely insane: At 7:04 AM ET today, President Trump said “the US and Iran have had productive discussions" to end the Iran War. By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap. 27 minutes later, Iran completely denied all of President Trump's claims and said there has been "no contact" with the US. By 8:00 AM ET. the S&P 500 had fallen -120 points erasing -$1 trillion in market cap. That's a $3 TRILLION swing market cap in 56 minutes, just in the S&P 500. What is happening here?
The Kobeissi Letter tweet media
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Chis@chischans·
@mukunsa_w You are right, they probably will. Either way, the effects will be grave.
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kapambwe
kapambwe@mukunsa_w·
@chischans Politicians will take advantage of it just like they did with COVID....
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Chis@chischans·
Its surreal that we have to go to elections vote yet our future is being decided by events elsewhere. This 3 week war in Persian Gulf will be so consequential on our economy in a way that no Politician can even begin to explain to our people.
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Chis
Chis@chischans·
@InfinitelyDean That Insurance is the biggest obstacle to the Hormuz issue imo. Shooting might stop but will the P&I club reinstate insurance? I wonder,though, why no one has taken him up the offer for that backstop that included escorts.
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Dean N Onyambu
Dean N Onyambu@InfinitelyDean·
I'm not sure I fully agree. Then there is this 👇🏾👇🏾👇🏾 + the $20bn insurance facility still to be activated.
Dean N Onyambu tweet media
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Chis
Chis@chischans·
Pre-market trading.
Chis tweet media
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Chis@chischans·
@tutusaysso There is a belief among the Israelis' that Iran's military has been sufficiently degraded for them to carry on attacking.
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Iñutu
Iñutu@tutusaysso·
@chischans they can't continue the war without American cover.
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Yousif Altimimi
Yousif Altimimi@yousif_altimimi·
The biggest strategic mistake America could make is to conclude peace with Iran without that peace being based on a clear, public, and complete surrender—imposed on Iran with conditions it is forced to sign. There can be no real peace without an explicit, humiliating defeat. Even if it requires more time, effort, money, and lives—even if it leads to public fatigue and condemnation of the war for short-sighted leftist humanitarian or economic reasons. If you feed, feed to fullness; if you strike, strike to hurt—for the blame is the same either way. The reason is simple: If the enemy is not convinced of his total defeat, if he still believes he won or that he can resist, he will inevitably try again. Look at Japan after World War II: It was convinced of its defeat, its fighting pride and self-regard were broken, and it redirected all its energy toward development and progress. The Persians are not much different from the Japanese in terms of pride and self-regard. If you do not extract from them an explicit admission of defeat and surrender, they will return to fighting—and you will return to killing them, and so on in an endless, bloody cycle. The attached image shows the historic signing ceremony of the Japanese leaders on the Instrument of Surrender in 1945, on the deck of the American battleship USS Missouri anchored in Tokyo Bay. From that day forward, Japan became softer than silk.
Yousif Altimimi tweet media
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Chis@chischans·
@SecRubio Did you talk you any Iranians sir?
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Chis@chischans·
@tutusaysso Its the Israelis we must worry about....They got his badly this past weekend and they are fuming.
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Iñutu
Iñutu@tutusaysso·
@chischans At least he won't bomb anything critical in the next 5 days😂
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Chis
Chis@chischans·
Trump is playing the Oil price that was going to race to 120-150 this week on the escalatory rhetoric from the weekend. He wants to wait until the market closes on Friday when the 5000 marines arrive.
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Chis@chischans·
@spectatorindex This is not real and if it is, they are trying to play the markets. The facts are; He has no one to talk to in Iran. More than 5000 marines are n their way to seize Kharg island.
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The Spectator Index
The Spectator Index@spectatorindex·
BREAKING: Trump announces halt to any plans for strikes on Iranian power plants
The Spectator Index tweet media
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mwiya
mwiya@mwiyas·
🚨 The Global Energy Engine Just Seized Up – Here’s What’s Really Happening 🚨 Energy markets are like a perfectly calibrated machine: supply roughly matches demand, and prices gently rebalance everything. But right now, that machine is stalling. The Strait of Hormuz normally carries 20% of the world’s oil (about 20 million barrels per day) and a big share of LNG — has been effectively shut down since the start of the U.S.-Israel-Iran conflict. Tanker traffic has collapsed. The IEA calls it the largest oil supply disruption on record. This isn’t a simple “prices rise and everything resets” story. In the dangerous middle phase, families, companies, and countries all want to keep living and operating exactly as before. With not enough energy to go around, hoarding inevitably kicks in fast. Physical shortages spread quicker than price signals can ration demand. It’s basically a run on the bank—but for energy. Those shortages freeze logistics first — ships, trucks, and ports grind slower. Food and goods stop reaching the shelves and markets that need them. Eventually the economy will reset to match the lower energy supply. The pain in between? A crunch the size of the energy gap itself. On top of the energy crunch there’s a Fertilizer crisis: The same blocked routes carry roughly one-third of global fertilizer trade. Gulf producers are stuck; Russia (world’s top exporter) can’t fully step in amid its own constraints. Northern Hemisphere farmers are planting **right now** — many will face shortages or crazy prices. If this drags on, southern planting gets hammered too. Essentially you have an agricultural system shock of note. For the most fragile countries—that means famine risk. The likely consequences: - A bad harvest of historic proportions - Clogged global supply chains - One of the most severe economic + food crises since the 1970s oil shocks On top of this Russia-Ukraine tensions keep adding fuel to the fire. -France has upgraded its nuclear weapons doctrine to not release figures on warhead stocks; and is expanding coordination with at least 8 other nations that will be under its umbrella -Russia accused France and the UK of working with Ukraine to build a nuclear device—this was announced two days before France upgraded its nuclear doctrine All of this raises the overall system risk and at a time when the last proliferation treaty expired on Feb 5. How normal people should handle this (practical steps): 1. Build a food buffer— Stock 3–6 months of staples you actually eat (rice, beans, canned goods, oils, powdered milk). Rotate it. No panic-hoarding marathons. 2. Cut energy use hard— Carpool with family/friends, combine trips, bike or bus more. 3. Financial fortress— Slash every non-essential expense today. Build a 6–12 month cash buffer. This shock is real. The Iran/US/Israel conflict will not be resolved soon. Each country needs to win this in a durable manner to establish deterrence. They will all use their asymmetric advantages and that means the conflict is bound to last for a while; and the blockade won’t stop anytime soon—not without extreme escalation. That means the energy-fertilizer-logistics crisis is likely going to be worse, not better anytime soon. However that’s not a reason to panic. It’s a reason to be prudent. Stay calm. Prepare smart. Act early.
Polymarket@Polymarket

BREAKING: Goldman Sachs says current oil crisis is “the largest-ever supply shock for global crude markets.”

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Chis
Chis@chischans·
@shanaka86 Russia must stop playing with kids gloves against that little Zio.
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Shanaka Anslem Perera ⚡
BREAKING: While the world watches Iran, Ukraine just set fire to Russia’s largest oil export terminal on the Baltic Sea. Overnight March 22-23, Ukrainian drones struck the port of Primorsk in the Leningrad region. Fuel storage tanks are ablaze. Personnel have been evacuated. Firefighting is underway. Leningrad Governor Alexander Drozdenko confirmed the hit. Russia’s Defence Ministry says 249 Ukrainian drones were launched across the country overnight. More than 70 were intercepted over the Leningrad region alone. The ones that got through hit the largest crude oil loading port in the Baltic. Primorsk processes up to 1.5 million barrels of oil and oil products per day. It handles approximately 100 million tonnes per year. It is the endpoint of the Baltic Pipeline System. It is the port from which the bulk of Russia’s Urals crude is shipped, including via the shadow fleet that circumvents Western sanctions. Both Primorsk and the nearby Ust-Luga port have suspended operations. Primorsk is 1,087 kilometres from Ukraine’s nearest border point. This is not a frontline strike. This is a strategic reach attack on the infrastructure that funds the Russian war machine while Vladimir Putin profits from a Middle East war he did not start. Hold two numbers in your mind. The Strait of Hormuz carries 20 million barrels per day and is effectively closed. The IEA estimates 7 to 10 million barrels per day of Gulf production has been shut in. Now add Primorsk: 1 to 1.5 million barrels per day suspended on the Baltic. The world’s two largest oil chokepoints, separated by 4,000 kilometres, are both on fire simultaneously. One closed by Iran. One burning because of Ukraine. Two wars. Two chokepoints. One global oil market. Putin’s Gulf war windfall just caught fire. In the first two weeks of March, Russia earned an extra 7.7 billion euros in fossil fuel exports as Hormuz-driven prices spiked. Those extra revenues funded approximately 17,000 Shahed drones per day at production cost. The money flowing through Primorsk was paying for the drones hitting Ukraine. Ukraine just hit the port that was paying for the drones. The timing is surgical. President Trump’s 48-hour ultimatum on Iranian power plants expires today. Iran has promised to permanently close Hormuz and destroy all regional energy infrastructure if that ultimatum is executed. Saudi Aramco is telling Asian buyers to prepare for partial April volumes through a Red Sea bypass port that Iran has already hit with missiles. And now Russia’s Baltic crude pipeline has a fuel tank on fire at its terminal. Oil touched $100 per barrel this morning. Brent is above $114. The IEA has already released 400 million barrels of emergency reserves, the largest in history. Analysts estimate those reserves buy 73 to 83 days. The Iran war is 23 days old. The Primorsk fire started hours ago. The two clocks are now running simultaneously, and the oil market has nowhere to hide. Every barrel that does not load at Primorsk is a barrel that does not reach a European refinery. Every barrel trapped in the Gulf is a barrel that does not reach an Asian refinery. The planet is now short on both ends: the Gulf that feeds Asia and the Baltic that feeds Europe. The fertilizer plants, the ammonia synthesis, the urea granulation, the planting season, the food supply, the helium for TSMC, the chip fabrication: all of it runs on molecules that are currently either trapped behind a closed strait or burning in a fuel tank on the Baltic Sea. Two wars. Two chokepoints. One planet. Zero spare capacity. Full deep dive analysis: open.substack.com/pub/shanakaans…
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Chis@chischans·
@BorisJohnson What kind of selective outrage is this, a genocide and kids being wantonly murdered by bombs and this nincompoop has the gall to complain about ambulances...ambulances ffs.
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Boris Johnson
Boris Johnson@BorisJohnson·
What kind of maniacs attack a fleet of ambulances? The culprits must be caught and punished with exemplary severity - to show that antisemitism has no place in Britain.
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Chis@chischans·
@LankyObserver I think this is a long play sir. Even if Makebi was a good candidate, which I think he might be (personal bias because I know him personally), I do not think he has a good chance in this election.
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Distant Relative
Distant Relative@LankyObserver·
Makebi Zulu emerged as a dark horse in the PF Presidential race and stole the win from under his competitors' noses. One would have thought Lubinda or Chilufya should have won it. That's democracy. It's why I remain cautious about all these predictions of an assured UPND victory
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