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Katılım Şubat 2026
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇮🇷 Iran says "the Strait of Hormuz will never return to its former state, especially for America and Israel."
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Strategi + Bisnis
Strategi + Bisnis@Strategi_Bisnis·
Analisis yg menarik. RI akan selamat dan justru untung dari krisis minyak Hormuz krn : - raja batubara dunia - raja kelapa sawit dunia Coal demand pasti akan meroket. Palm oil sbg bahan baku ethanol akan meroket krn minyak mahal. Gas RI cukup melimpah. Long live RI :)
Pink Bourbon@pinkbourbon8898

They're right for Japan, Korea, and Singapore. Those guys source 75% of refined products from the Persian Gulf. Hormuz closes, they bleed. But Indonesia is a different story entirely. Yes, Indonesia imports refined products. Pertamina's refining capacity doesn't fully cover domestic demand, so Pertalite and Solar get bridged through imports. The Hormuz shock hits that. Real exposure. What makes Indonesia different is this. Indonesia's actual risk from this isn't supply. It's fiscal. If oil prices spike because Hormuz stays closed, the government's subsidy bill for Pertalite and Solar expands. Wider deficit, rupiah pressure. That's the bear case for Indonesia, and even that's manageable. The bull case is what nobody is talking about. Indonesia runs B40 right now. 40% of every liter of diesel consumed domestically is palm oil biodiesel, not petroleum. When oil spikes, the incentive to push toward B50 or B55 gets stronger overnight. Import volume drops. Indonesia self-hedges using its own CPO supply. No other country in Asia has this. Not Korea, not Japan, not Singapore. Then there's coal. When Hormuz disrupts LNG and oil flows into Asia, the fastest lever available to power generators in Japan, Korea, and India is gas to coal switching. Indonesia is the world's largest seaborne thermal coal exporter. ADARO, ITMG, PTBA, BUMI don't suffer from this scenario. Export volumes go up. Realized prices go up. Royalty revenue to the government goes up. Same logic on LNG. Indonesia exports from Bontang and Tangguh. When Middle Eastern supply gets disrupted, the spot premium on non Gulf LNG widens. Indonesian cargoes price up. Same logic on CPO. High oil equals strong biodiesel demand globally equals strong CPO prices. Indonesia and Malaysia control 85% of global supply. You see, Indonesia pays more for refined product imports. Fiscal subsidy pressure rises. Rupiah is a watch item. Those are real negatives. But Indonesia earns more on coal exports, earns more on LNG spot, earns more on CPO, and reduces net petroleum import volume through accelerated biodiesel blending. The terms of trade move in Indonesia's favor, not against it. The conventional take is "Indonesia is a net oil importer so oil shock is bad." The correct take is Indonesia is a net energy exporter in the commodities that directly substitute for disrupted Persian Gulf supply. A sustained Hormuz closure improves Indonesia's aggregate energy trade position, not deteriorates it. Happy Sunday and Happy Easter.

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🧬Maxpein🧬
🧬Maxpein🧬@maximumpain333·
Guess who’s not in the Epstein files.
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Uncle
Uncle@atUncleMustache·
If he was the evil man they claimed him to be, why did so many love him? And why do so many still love him? Maybe they lied to you about him.
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:3
:3@milisbear·
@juyozaka Harusnya sih bilang 😭 dulu Sakura apa Nako juga suspend gak sih akunnya? 😭 gak kuat sangat konyol. Mereka butuh magic words gak ya aku punya banyak.
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soto 🌟
soto 🌟@1206zaka·
girl WHAT THE HELLLLL 😭
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sarah
sarah@sahouraxo·
Israel killed 3 Indonesian UN peacekeepers in South Lebanon. They were wearing blue helmets. They were in UN uniforms. They were peacekeepers. Israel bombed them anyway. Not a peep in Western media. Not a word from the international community. Kick Israel out of the UN.
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acc promote @testeapinned@cumaevosrawr·
✧˖°. 사랑𝗡𝗘𝗧𝗙𝗟𝗜𝗫𝜗𝜚 ‧₊˚ ⊹ ─𝟭𝗨𝟭𝗣⋆⋅☆⋅⋆── ٠࣪⭑ 𝟭 𝗗𝗮𝘆 4k ٠࣪⭑ 𝟮 𝗗𝗮𝘆 7k ٠࣪⭑ 𝟯 𝗗𝗮𝘆 9k ٠࣪⭑ 𝟰 𝗗𝗮𝘆 11k ٠࣪⭑ 𝟱 𝗗𝗮𝘆 13k ٠࣪⭑ 𝟲 𝗗𝗮𝘆 15k ٠࣪⭑ 𝟳 𝗗𝗮𝘆 17k ٠࣪⭑ 𝟭𝟰 𝗗𝗮𝘆 25k ٠࣪⭑ 𝟯𝟬 𝗗𝗮𝘆 42k
pi@3810MRW

#zonauang netflix

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@3810MRW ✧˖°. 사랑𝗡𝗘𝗧𝗙𝗟𝗜𝗫𝜗𝜚 ‧₊˚ ⊹ ─𝟭𝗨𝟭𝗣⋆⋅☆⋅⋆── ٠࣪⭑ 𝟭 𝗗𝗮𝘆 4k ٠࣪⭑ 𝟮 𝗗𝗮𝘆 7k ٠࣪⭑ 𝟯 𝗗𝗮𝘆 9k ٠࣪⭑ 𝟰 𝗗𝗮𝘆 11k ٠࣪⭑ 𝟱 𝗗𝗮𝘆 13k ٠࣪⭑ 𝟲 𝗗𝗮𝘆 15k ٠࣪⭑ 𝟳 𝗗𝗮𝘆 17k ٠࣪⭑ 𝟭𝟰 𝗗𝗮𝘆 25k ٠࣪⭑ 𝟯𝟬 𝗗𝗮𝘆 42k
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@jodohjason ✧˖°. 사랑𝗡𝗘𝗧𝗙𝗟𝗜𝗫𝜗𝜚 ‧₊˚ ⊹ ─𝟭𝗨𝟭𝗣⋆⋅☆⋅⋆── ٠࣪⭑ 𝟭 𝗗𝗮𝘆 4k ٠࣪⭑ 𝟮 𝗗𝗮𝘆 7k ٠࣪⭑ 𝟯 𝗗𝗮𝘆 9k ٠࣪⭑ 𝟰 𝗗𝗮𝘆 11k ٠࣪⭑ 𝟱 𝗗𝗮𝘆 13k ٠࣪⭑ 𝟲 𝗗𝗮𝘆 15k ٠࣪⭑ 𝟳 𝗗𝗮𝘆 17k ٠࣪⭑ 𝟭𝟰 𝗗𝗮𝘆 25k ٠࣪⭑ 𝟯𝟬 𝗗𝗮𝘆 42k
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🩷
🩷@jajanthings·
💭 hi bub ayuk jâjan inek f gede
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇷🇺🇨🇳 Russia, China, and France block United Nation's plan to authorize force in the Strait of Hormuz.
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✧˖°. 사랑𝗡𝗘𝗧𝗙𝗟𝗜𝗫𝜗𝜚 ‧₊˚ ⊹ ─𝟭𝗨𝟭𝗣⋆⋅☆⋅⋆── ٠࣪⭑ 𝟭 𝗗𝗮𝘆 4k ٠࣪⭑ 𝟮 𝗗𝗮𝘆 7k ٠࣪⭑ 𝟯 𝗗𝗮𝘆 9k ٠࣪⭑ 𝟰 𝗗𝗮𝘆 11k ٠࣪⭑ 𝟱 𝗗𝗮𝘆 13k ٠࣪⭑ 𝟲 𝗗𝗮𝘆 15k ٠࣪⭑ 𝟳 𝗗𝗮𝘆 17k ٠࣪⭑ 𝟭𝟰 𝗗𝗮𝘆 25k ٠࣪⭑ 𝟯𝟬 𝗗𝗮𝘆 42k #zonaduit #zonauang
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