k1
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i yearn for the ever-fleeting moment of excellence and some men just channel the inner divine.




Super PINTO@PINTO03091
物体検出だけでこういうのができるのはかなり凄いことだと思うけど、ほぼ良さは伝わらないだろうな。
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Here is how the global economy threads the needle over the next 3 to 6 months with an oil soft landing at $100. Not too high. Just enough to adjust.
Iran exported 1.7 million barrels per day before the strait crisis.
1.7 million bpd incremental from US Permian and non US producers like Brazil Guyana Canada oil sands and Argentina is a reasonable expectation over the next 12 months at sustained 100 dollar WTI versus 70 pre crisis.
Disabling Kharg Island and Jask would keep oil prices firm. No occupation. Patrolling and demining the strait for the next 5 years while alternative pipes are built becomes the new normal.
A 1 billion barrel AI efficiency buffer and floating storage bridges any gaps during the transition.
The global economy adapts.
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Wonder what they use fertilizer for
Hedgeye@Hedgeye
🚨 Fertilizer Prices Rise +87% YTD, Pushing Above $720 a Tonne
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This is unprecedented:
Short positions in Brent crude oil futures by producers, merchants, processors, and commercial users are up to a record $193 billion.
These are the companies that physically produce, refine, trade, and consume oil, from major producers and refineries to shipping firms and industrial users.
Short positions have DOUBLED since the start of the year.
By comparison, the 2022 energy crisis peak was ~$155 billion.
By selling futures contracts at today's prices, producers are agreeing to sell their future oil at ~$100+ per barrel, even if the market price falls by the time they actually pump it.
This guarantees their revenue regardless of where prices go next, protecting their margins when prices normalize.
Oil producers are seeing unprecedented profitability.

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Like most, I have mixed feelings on the finer points in Citrini's article. But the conclusion poses a relevant argument and question: If AI disruption cannot be answered privately/monetarily, it must be addressed with policy. Is this possible given the political environment? 1/5
Citrini@citrini
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? citriniresearch.com/p/2028gic
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