ทวีตที่ปักหมุด
TexasRod 🇺🇸
18.8K posts
TexasRod 🇺🇸
@Rodmonas
America First. Oklahoma University alumni. Capital Markets 📈. Energy 🛢️Dominance.
Florida, USA เข้าร่วม Ağustos 2010
1.1K กำลังติดตาม1.4K ผู้ติดตาม
TexasRod 🇺🇸 รีทวีตแล้ว
It is. Who has provided it to all for free until now?
English
.@saraeisen on the war in Iran: “It is a strategic opportunity so that our children do not have to face the greatest state sponsor of terror being a nuclear power.”
English
We could argue that Trump 1 was a one-off, a freak occurrence. But electing him *twice*? Raises reasonable questions about what kind of electorate would do that.
Ramez Naam@ramez
The drop in global perceptions of the US is 100% because of Donald Trump. Clear as day.
English
TexasRod 🇺🇸 รีทวีตแล้ว
The fallout from Iran war will likely force the Fed to now aggressively raise rates, when before the war it was on a path to aggressively cut rates. 4d chess
Mike Dorning@MikeDorning
Investors are now betting overall US inflation over the next 12 months will surge above 5%. Implied inflation rate from 1 year breakeven, per Bloomberg @business @TheTerminal
English
If silver goes to $200 this year then this is the biggest buy the dip opportunity ever.
ScottBrooks@ScottBr87569690
@Oliver_MSA If Silver hits $200 this summer I am naming my child Michael with the middle name of MSA.
English
🇮🇷🇶🇦 Qatar warned the U.S. that provoking Iran would destroy its own energy infrastructure. The U.S. went ahead anyway.
Now Qatar's energy minister is saying he told the U.S. Secretary of Energy and executives at ExxonMobil and ConocoPhillips almost every single day:
"I was always warning… that that could be detrimental to us."
Iran has since taken out 17 percent of Qatar's LNG capacity.
$20 billion in lost revenue. 3 to 5 years to fix.
Al-Kaabi now says oil could hit $150 a barrel and this war could "bring down the economies of the world."
Told them. Daily. Still happened.
Source: @clashreport, Al Jazeera, NBC News, Fortune.
Mario Nawfal@MarioNawfal
🚨🇮🇷 Iran won't discuss the Strait of Hormuz. Not because they're being difficult, because the people who would have that conversation are dead, wounded, in Moscow, or underground. The U.S. wants to negotiate a strait. Iran is negotiating survival. Those are not the same meeting. Source: Bloomberg
English
Gold is crashing. Silver is crashing. Crypto is crashing. Stocks are crashing. Dollar is crashing. Real Estate is crashing.
English
Along with the IEA and their “lower oil demand projections”, ESG, Climate change SCAMMERS… yeah it is, and bc of the IEA and the EU their commie minions in the USA, the globe now will be in a world of hurt due to the demonization of fossil fuels and their strangulation of capital investment (“banks don’t lend to those evil Oil & Gas companies).
FT Energy@ftenergy
Iran war is the greatest threat to global energy ‘in history’, warns IEA ft.trib.al/DCxPSg0
English
Along with the IEA and their “lower oil demand projections”, ESG, Climate change SCAMMERS… yeah it is, and bc of the IEA and the EU their commie minions in the USA, the world now will be in a world of hurt due to the demonization of fossil fuels, and their strangulation of capital investment.
English
Iran war is the greatest threat to global energy ‘in history’, warns IEA ft.trib.al/DCxPSg0
English
@hajiyev_rashad Pls don’t risk your capital listening to these snake oil salesmen of PM
English
Silver's 45-year breakout still holds. It is going to take off to my $250 - $300 target, but perhaps towards summer 2026...
English
Wrong take as usual by comrade Carl.
Capital will flee the GCC. Where will it go? With your commie friends in Europe UK? to your other commie friends in China?
No. Smart money will pour into the safest and reliable source of energy and economic freedom in the world, the United States of America.
Check mate, comrade.
Carl Quintanilla@carlquintanilla
That’s a shame, because we were counting on them as part of the magic “$18 trillion” in US investment. 🤡
English
If it's such a 'simple military maneuver' to clear the Strait of Hormuz, and NATO is just a paper tiger without the US, then why can't our military clear it on their own?
I'm going to say my catchphrase again.
You all know it was coming.
Trump has no idea what he's doing.
English
TexasRod 🇺🇸 รีทวีตแล้ว
Middle Eastern-origin oil on water (crude + products) has fallen by ~175 million barrels over the past two weeks.
That's a truly insane drawdown pace of 12.5 million barrels per day.
GIF
English
Alastair Crooke: Iran Sets Conditions for Access to the Strait of Hormuz
youtu.be/UlELBkB1bQE
YouTube
English
TexasRod 🇺🇸 รีทวีตแล้ว
@Rory_Johnston has someone asked the IEA to apologize for their blatantly purposeful bs forecasts that kept prices down and curtailed investment, playing a big part in this supply crisis?
English
*IEA HEAD HAS WARNED IT COULD TAKE SIX MONTHS TO RESTORE OIL AND GAS FLOWS FROM THE GULF: FT
*IEA HEAD SAID THAT POLITICIANS AND MARKETS WERE UNDERESTIMATING THE SCALE OF THE DISRUPTION: FT
Every oil analyst, regional expert, permabull, Gulf producer, & the IEA aligned is weird
GIF
English
@Rory_Johnston Shock.
Denial (where we are right now)
Anger
Acceptance
English