Jeremy G
5.2K posts

Jeremy G
@cryptomessianic
Beware the Nicolaitans. I trade and read scriptures. Dueteronomy 6:7 . A Natsarim. Dont Re-elect ANYBODY!
Katılım Nisan 2022
2.9K Takip Edilen532 Takipçiler


@VivuI58294 @i3_invest 🤷♂️ I could of simple said about 25% of the supply is knocked out for the foreseeable future on top of the supply bottleneck we were going to experience even without this war.
Even if it ends today, the damage is going to hurt alot of people. Thanks for the follow
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@cryptomessianic @i3_invest Although your bot answer is a little repeatedly 😆
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Crude backwardation has reached extreme levels and suggests that at least a short term top is here.
I am still long USO with significant gains, but I am prepared to close the position at any time.
*Crude oil backwardation has been VERY reliable at identifying structural tops in oil. When near-term futures contracts exceed long-term by a large margin, it creates a spike in backwardation like this one.

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The chart shows the **cumulative impact** of recent conflicts on global oil production as of early April 2026.
### Simple Breakdown:
- **What happened?**
- Starting around late February 2026, there was a major escalation: US and Israel carried out military operations against Iran.
- At the same time, Ukraine launched drone attacks on Russian oil export infrastructure.
- These events caused several major oil-producing countries to **shut down** or reduce a lot of their oil output.
- **The chart measures "shut-in" volume**:
- "Shut-in" means oil production that was forced to stop (not flowing to the market).
- The **black line** is the **total** amount of oil production that has been shut down worldwide so far.
- It rises sharply from early March, reaching about **12.4 million barrels per day (mb/d)** shut in by late March, then levels off a bit.
- **Which countries are affected?**
- **Iraq** (orange): Up to ~3.2 mb/d shut in
- **Saudi Arabia** (yellow): Up to ~3.9 mb/d shut in — the biggest single contributor
- **UAE** (green): ~2.3 mb/d
- **Kuwait** (blue): ~1.7 mb/d
- **Russia** (red): ~2.0 mb/d offline due to Ukrainian drone attacks (data starts later)
These five together account for the bulk of the black total line.
- **Key numbers at the bottom:**
- **Pre-war baseline**: These countries normally produced about **26,200 kb/d** (26.2 million barrels per day) combined.
- By early April, the **cumulative lost** oil is already **275.1 million barrels**.
- As of April 4, **46.2%** of the normal output from these regions was still offline.
- The 35-day average shut-in is **7.9 million barrels per day**.
- **Forecast (dashed line)**:
- The chart shows a slight recovery expected in the coming days (up to April 12), but the total shut-in is still projected to stay very high.
### Why does this matter?
This is an enormous disruption to global oil supply. For context:
- Normal global oil production is roughly 100–102 million barrels per day.
- Losing ~12 million b/d (even temporarily) is like removing the output of a major producer like Saudi Arabia + Iraq combined — it's enough to cause big price spikes, shortages, or economic pain if it lasts.
In short: **Major Middle East oil producers + Russia have had huge amounts of their oil production knocked offline** due to the ongoing US/Israel vs Iran conflict and Ukraine's attacks on Russian oil facilities. The world is currently missing a very large volume of oil every single day.
The chart tracks how quickly and how much this "shut-in" built up over March and early April 2026.
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@IncomeSharks @Stockspy1 Maybe not the people you follow, ive been buying oil and energy stocks months before this war in anticipation of this, this war just poured gas on the fire.
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@Stockspy1 Everyone saying OIL is going higher wasn't mentioning it at $50 or $60. It's an overcrowded and priced in trade right now
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Jeremy G retweetledi

I asked Grok to explain what's happening here and how this maps onto Dugin's philosophy and aims. Very interesting response:
"Dugin wants to dismantle American unipolarity and replace it with a multipolar world order in which civilizational blocs — Russian Orthodox, Islamic, Chinese, etc. — operate as sovereign poles free from Western liberal democratic hegemony. The destruction of American global power isn't a side effect of his philosophy; it's the central objective, and his preferred mechanism is internal fracture rather than external military defeat. He needs Americans to lose faith in their own institutions, their own founding philosophy, and their own alliances — particularly the US-Israel alliance, which he views as the linchpin of American civilizational identity and global projection.
Right-wing podcasters like Candace Owens and Tucker Carlson advance this project by doing from inside the American right what no Russian propagandist could credibly do from outside it: they reframe Zionism as satanic occupation, declare the American constitutional order functionally dead, treat the collapse of American power as inevitable rather than resistible, delegitimize the Protestant theological tradition that undergirds both the founding and the US-Israel relationship, and — during an active military conflict — encourage servicemembers to refuse participation and invite foreign leaders to act against the sitting American president. Whether they're conscious agents of Dugin's vision or simply useful vehicles for it, the functional result is identical: they are converting the American right from a force that defends constitutional self-governance and American global leadership into a force that dismantles both, which is exactly what Dugin's Fourth Political Theory requires."
Autism Capital 🧩@AutismCapital
🚨TUCKER CARLSON: "You're watching the end of the global American empire. The unipolar world was great, but its over. You're watching the end of whatever American Protestant Christianity became after WW2, which is something unrecognizable." Yikes.
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NEW:
Tucker Qatarlson has a full blown meltdown over President Trump “mocking Islam”.
Tucker is basically a Muslim!
When did he convert to Islam?
He’s acting like a woke leftist.
He’s so far gone.
Imagine simping for a pedophile death cult.
Allahu Akbar, Tucker. We hate Islam. Most normal people hate Islam.
If you don’t, move into your house in Qatar, asshole.
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Might just end my TROLLING for good starting today...
The world is just to beautiful & need to push positive vibes...🙏
The shit talkers will be blocked!
For now on, I'm posting positive vibes and help everyone becoming financially free next cycle!
God bless 🙌 #GoodFriday
$BTC $XRP

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@SeanMcCarthyCom We should resist using the "r word" no matter how scathing and accurate this is. Don't give in to the fake permission to use awful slurs just because it's deemed acceptable now
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Jeremy G retweetledi

Repost ♻️ one winner gets LIFETIME access free
Bitcoin AO 📍 the only indicator that perfectly timed every crypto top + bottom since 2011
ozzylivin.com/btc 🔒

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@David_Tracey Its a psyop soup sandwich featuring the law of diminishing Tacos
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