외화벌이
548 posts
외화벌이 retweetledi
예멘 후티 반군이 사우디아라비아에 대한 ‘해상 봉쇄’를 즉각 시행한다고 발표했다.
사우디아라비아는 지금까지 홍해 연안의 얀부항을 통해 하루 약 450만 배럴의 원유를 수출해 왔다.
이 가운데 대부분은 남쪽으로 이동해 예멘과 지부티·에리트레아 사이의 바브엘만데브 해협을 통과한다.
Javier Blas@JavierBlas
BREAKING: Houthis of Yemen announce a a "maritime embargo" against Saudi Arabia, "effective immediately." Saudi Arabia has until now exported ~4.5m b/d from Yanbu in the Red Sea, most of it heading South throughout the Bab al-Mandab Strait between Yemen and Djibouti-Eritrea
한국어
[10일 휴전안] 지난달 체결된 잠정 합의를 되살릴 방안을 모색하기 위해 10일간 휴전하는 내용이 담겼다.
Annmarie Hordern@annmarie
Reuters: Mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month, a senior Iranian official told Reuters on Monday.
한국어
외화벌이 retweetledi
Let's pretend the Iran war never happened.
Where will future oil supply come from? Oil and gas discoveries have collapsed over the past decade.
US shale production growth peaked at roughly 1 mbpd, almost enough to meet all annual global oil demand growth by itself.
The shale boom flooded the market, pushed oil prices lower and discouraged investment in new discoveries.
Oil discoveries:
- Down 60% since 2010
- Down ~90% since 1960
The rise of US shale kept oil prices lower for more than a decade.
Its slowdown is now doing the opposite.
Shale YoY production growth:
- 2023: ~0.8 mbpd
- 2024: ~0.4 mbpd
- 2025: ~0.2 mbpd
That's an 80% decline in just three years.
Who is going to replace the world's only major supply growth engine?
English
외화벌이 retweetledi
US interest rates are rising across the board, while oil is falling.
- Interest rates are saying: brace for inflation.
- Oil is saying: inflation will be low.
Both can't be right at the same time.
English