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V*
@Vmaxpax
researching فاغنر ~ انصار الله ~ energy ~ pax
Katılım Şubat 2022
1.1K Takip Edilen4.8K Takipçiler
@worldwidefiesta @everytimeicash @wabuffo @trentkelp Also if you look at CANE the sugar etf looks like massive multiyear inverse h&s on weeklies
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@worldwidefiesta @everytimeicash @wabuffo @trentkelp It's been running.
SMTO3 Sao Martinho
JALL3 Jalles Machado
CSAN Cosan / Raizen the dog
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Pay attention. More fertilizer export bans.
Yet another commodity guy@tleilax___
Brazil and India are the world two largest producers of sugar. Sugarcane is an extremely voracious crop in term of nitrogen per hectare. Russia just banned nitrogen fertilizer exports and Brazil + India were the biggest buyers of Russian fertilizers. youtu.be/h50eAv9tjvA?si…
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🇺🇸 JUSTIN: Pentagon report flags serious flaws in the USS Ford aircraft carrier, deeper than the laundry room fire, raising doubts about its ability to operate under enemy attack, Bloomberg reports.
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The Times reports the Royal Navy will take the lead in a “Hormuz Coalition” to reopen the strait, with Britain deploying mine-clearing units alongside the U.S. and France.
Interesting.
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@NotFew070 @wallstengine But the Trump statements will appease markets, meanwhile ppl who privilege physical realities, will be positioning accordingly.
Look at how chem cos are moving despite the 'de-escalation' Trump talk.
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@NotFew070 @wallstengine Now tell me what Israel is doing today.
Trump will wave his 🪄🪄, employ the strategy of "Say it, and it is true" 🪄🪄
But physical reality is much stronger in this case.
Bonus: Does Israel want to negotiate or prefer to bomb? US is tethered to them, like it or not.
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TRUMP:
IRAN IS TALKING SENSE
RUBIO, VANCE, OTHER PEOPLE ARE NEGOTIATING WITH IRAN
IRAN WOULD LIKE TO MAKE A DEAL
IRAN AGREED THEY'LL NEVER HAVE A NUCLEAR WEAPON
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Iran has established four main demands from the U.S. in any negotiations -Reuters
- guarantees against future military action
- compensation for wartime losses
- formal control of the Strait of Hormuz
- No limitations to its ballistic missile program
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@Vmaxpax bloody hell
Organized Crime and Corruption Reporting Project@OCCRP
NEW INVESTIGATION: Europe’s largest refinery of alumina — the main raw material used to make aluminum — has been sending the majority of its exports to Russian smelters that feed into the supply chain of EU-sanctioned arms manufacturers. Our new investigation with @istories_eng, KibOrg, @tijd, @IrishTimes, @guardian, @DelfiEE: occrp.org/en/investigati…
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@sweden_ukr lol! well ... one of canada's 'founding fathers' still is head of state and commander-in-chief of the military, the other 'founding father' got a naval bridge with St Pierre & Michelon. May they use it well!
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@Vmaxpax Bonjour what is going on here?👀
x.com/amazingmap/sta…
Amazing Maps@amazingmap
The strange ocean border between Canada and France in the Atlantic.
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Emergency replacement kits to both Kuwait and UAE.
Maybe this time there will be some hardening or protection around these assets? Otherwise, no reason they won't just be smashed again. Let's see if there's any 'learning' happening.
Jeff2146🇧🇪@Jeff21461
🇺🇸🇦🇪 The US State Department has approved a Foreign Military Sales case to United Arab Emirates for Long-Range Discrimination Radar with Terminal High Altitude Area Defense Integration with an estimated value of $4.5 billion USD. The package includes: - one (1) long-range discrimination radar integrated with Terminal High Altitude Area Defense (THAAD) - twelve (12) Sentinel A4 uplinkers - two (2) THAAD C3 Fire Control and Communications (TFCC) tactical operations stations - two (2) THAAD C3 TFCC launch and control stations - array faces - subarray suites - active elements - synthesizer cabinets - local oscillator distribution cabinets - environmental control unit cabinets - power conversion cabinets - energy storage cabinets - radar processor group cabinets - mission processor group cabinets - display consoles - auxiliary cooling group 500-ton chillers - five years of sustainment support - construction - training - publications and technical data - encryptors - communications and communications security equipment - U.S. Government and contractor technical assistance - spares - training devices - and other related elements of logistics and program support. state.gov/united-arab-em…
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@BussinBiotech Israel, tho, doesn't give a fig and Bibi made a public stmt same time noting US leveraging the situation. The Hebrew version, however, mentioned continuing strikes on both Iran and Lebanon. Not for anglophone eyes or ears.
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This tweet is kinda dumb no "DoW postpones attacks on power plants and energy infrastructure" but not on anything else? Also no mention of Iran stopping attacks? He is literally chickening out of his Saturday escalatory tweet (which is good mind you).
x.com/TrumpWarRoom/s…
Trump War Room@TrumpWarRoom
🚨
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@NotFreeCashFlow @OilCfd Old world danes did it too. Equal opportunity when it comes to maritime chokepoints.
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@OilCfd Classic old world muslim stuff here.
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@Vmaxpax I’m just as confused as you are right now. Haha.
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How much does it pay? Genuinely asking.
My experience from the US (where I grew up) is people pound the table about skills shortages and when you ask what they’re paying, it’s equivalent to working at Walmart in a no-skill job.
60 Minutes@60Minutes
Shipyards desperately need welders, pipefitters, and other skilled workers. But this work is grueling and dangerous. cbsn.ws/4bIyP6O
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Watching it do what? Disappear?
Naphtha = Plastics, ie everything.
First Squawk@FirstSquawk
The Japan Petrochemical Industry Association stated that it is urgently watching potential naphtha supply disruptions caused by rising tensions in the Persian Gulf.
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it's just precautionary, no impact on economic activity, am sure 😏
First Squawk@FirstSquawk
The energy minister of South Korea announced plans to request that 50 major oil consumers reduce their usage.
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CN Wire@Sino_Market
🇨🇳Chinese Exporters Raise Prices as Iran War Drives Cost Surge Chinese exporters are raising prices by low single digits to nearly 20% on goods from apparel to medical supplies as fuel shortages from the Iran war push up material and logistics costs. Oil-linked inputs such as plastics and fibers jumped as much as 50%, while freight rates rose by up to 50%. Shanghai-based catheter makers plan 6% price increases, while Guangzhou garment factories raised polyester-heavy apparel prices nearly 20%. Exporters began hikes last week as cost pressures intensified. (mktnews.com/flashDetail.ht…)
ZXX
Surprise, plastic products going up in price.
Matt Barrie@matt_barrie
Plastic products up 30% No domestic resin production 70% imported
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