Sonny

Gee, if we only knew what person led the entity that monetized and enabled all this debt, maybe he could be held responsible. @jeromehpowell @federalreserve

*TRUMP TELLS AIDES HE'S WILLING TO END WAR WITHOUT REOPENING HORMUZ: WSJ We blow up the global energy markets… and then just leave.

RBC - no one’s owns enough energy $vet.to $nhc.ax $wds.ax $akerbp $tga

@respeculator 👍Look at relative to $VHY and the Goldie’s - long way to go based on historic relatives

😳😳🤩 $NHC.AX

Those nasty companies that never do anything good are... coming to the rescue???! $STO.AX

🚨MAJOR UPDATE: The night hasn’t even ended and we have yet another major escalation which makes no sense! The U.S. and/or Israel just struck a major water source in Western Iran As we’ve seen in recent weeks, Iran has been retaliating reciprocally This means that Iran will likely retaliate by striking a lifeline for the Gulf: Their desalination plants! Qatar get 99% of their drinking water from these plants, Bahrain, Oman and Kuwait over 90% and Saudi & UAE over 50%. A destruction of these plants is existential for these countries So why put the Gulf countries at such a major risk? And to make things even more bizarre, the strike on Iran’s water facility won’t have a massive impact on the country: They have access to a lot of rivers, dams & reservoirs. This means the impact this has on Iran will be minimal, while Iran’s retaliation could cause MASSIVE damage to the Gulf So again, why was this target struck? Is the goal to hurt the Iranian people while also severely hurting American allies in the Gulf? And more importantly, who’s behind it? Who benefits from such a scenario? My bet is on Israel, and without U.S. approval. My below post explains why this is my assumption As I said time and time again, this war is not making sense in so many ways

Here's a snapshot of the 2024 accounts of Santos... as you can see effectively no Aussie Asset made any profit before tax except for the GLNG project in Queensland... and why don't we look at why that is the case... its still got carried forward losses in addition to the $16bn+ of capital spent to build the project is being amortised at an accelerated rate for tax purposes... lets not worry about the facts tho

Wow. Pauline Hanson called it, again. This was five year ago.

@5littlebass @Niousa09 Remember this is the slow quarter due to the holidays

@Niousa09 I calculated at 81k+, $Nio will show a small loss. But if #Nio reduces their expenses further, we may see breakeven.

Mar deliveries will be released Weds. We've seen sales spike recently due to higher gas prices. So #Nio may exceed Q1 guidance⁉ But I estimate $Nio Mar delivery ~33.7ku 🔹 Nio: 26,011 🔹 Onvo: 3,530 🔹 Firefly: 4,167 ▶️ Nio Inc: 33,707 ⏩ 1Q26 TOTAL deliveries: 81,687

@FuelCell_Energy That’s fine but you need ORDERS - when are they coming?

Our customers agree, one issue is rising faster than any other: time to power and certainty around delivery timelines. Hear more from #FCEL Global Head of Sales in a new blog post: fuelcellenergy.com/blog/time-to-p…

@ZucchiDino Funny I am in $NIO and $FCEL

$msos $nio $fcel all have similar charts. Will they run together.

@calvinfroedge @respeculator x.com/i/grok/share/c…

@calvinfroedge @respeculator Long $WEAT

Diesel = food Diesel shortages = food shortages Hope this helps

While all eyes are on oil, gas and fertilizers, coal is seen as a partial substitute for the lost energy supply. While the current situation is obviously a catalyst and an amplifier for coal, one may notice that coal miners, below represented by the $COAL ETF, have broken out even before the conflict. #OOTT

@StoicSilverBear $NHC.AX & $TGA.LN

Let me know any non-US coal companies that you like. I will chart them.

@AlaliQasem @Kathleen_Tyson_ The one that sees oil companies as a percent of the SPX move from 4% to +10%

Goldman Sachs just showed you the 3 scenarios. 📊 6 weeks disruption (baseline): 📍 Spike to $120 → crashes back to $80 10 weeks, no infrastructure damage: 📍 Spike to $140 → stays at $95+ 10 weeks, WITH production scarring: 📍 Spike to $160 → NEVER comes back down below $100 We are already at week 4. ‘Unlikely the two sides will negotiate an agreement at all’ Which scenario are YOU pricing in? 👀🛢️”

>Be Australia >Have the highest per capita diesel consumption >Be an island >Close all but 2 refineries >Become 90% dependent on fuel imports from Asia >Only hold a few weeks of oil reserves >Wonder how this could possibly go wrong

@respeculator She be going down like the Titantic me thinks

“It’s priced in”