ARVIND SINGH BUDANE

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ARVIND SINGH BUDANE

ARVIND SINGH BUDANE

@ArvindBudane

मन पक्षधर, न विरोधी — सिर्फ निष्पक्ष दृष्टिकोण। जो साथ चलेगा, उसे पूरा सम्मान और 100% फॉलो-बैक।

Sumali Mayıs 2025
653 Sinusundan478 Mga Tagasunod
ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
Claims that Benjamin Netanyahu might be dead based on “digital artifacts” in a video are completely unverified and misleading. There is zero confirmation from the Israeli government or any credible global news outlet. If something like this were true, it wouldn’t stay hidden—it would be breaking news worldwide within minutes. So-called “artifacts” are common in videos and can come from compression, lighting, or editing—not proof of anything suspicious. Healthy skepticism toward media is fine, but jumping to extreme conclusions without evidence only spreads misinformation.
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
@DeAndreHopkins That’s a solid pick. Antonio Williams has been really impressive at Clemson—great route running, reliable hands, and he plays with a lot of toughness for his size. If he keeps developing, he could be a very productive receiver at the next level.
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zerohedge
zerohedge@zerohedge·
While everyone is focusing on the supply side of energy, here is what nobody is discussing (yet): demand is falling off a cliff, as either prices are too high, or there simply aren't any physical inputs. First in Asia: With over half of Japan's naphtha imported, petrochemical producers are trimming output: - Mitsubishi Chemical and Mitsui Chemicals have reduced ethylene runs -Sumitomo Chemical may delay restarting Keiyo Ethylene and expects reduced rates even after restart. South Korea is also seeing pressure build across the sector. - YNCC, one of the region’s largest ethylene producers, has declared force majeure and is running its cracker at significantly reduced rates. - Both Lotte Chemical and LG Chem have warned customers that they may follow, and the government has temporarily designated naphtha an “economic security item” to manage dwindling stocks. In China, Sinopec has cut March refinery runs by about 10% to conserve crude stocks. - A Shell–CNOOC joint venture has shut its Huizhou ethylene cracker and told customers that polyethylene shipments are suspended indefinitely effective March 5 - Wanhua Chemical has declared force majeure for Middle Eastern customers amid severe LPG feedstock disruptions. In Indonesia, Chandra Asri is operating at reduced rates and has declared force majeure following a sudden halt in feedstock arrivals. In Taiwan, Formosa Plastics Group’s Taiwan Petrochemical declared force majeure on March 10 and indicated that, if shortages worsen, volumes will be allocated based on actual availability. India suspended shipments of LPG to commercial operators to prioritize supplies for households, leading to worries from hotels and restaurants that they may be forced to close.
zerohedge@zerohedge

Demand Destruction Has Arrived zerohedge.com/markets/demand…

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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
While everyone is focused on energy supply, the real story is unfolding on the demand side — and it’s ugly. Demand isn’t falling naturally. It’s being destroyed. Across Asia: Japan is cutting ethylene runs South Korea is declaring force majeure China is shutting crackers and reducing refinery runs Indonesia & Taiwan facing feedstock disruptions India prioritizing household LPG over businesses This isn’t a normal slowdown. It’s what happens when prices are too high and inputs simply aren’t available. When producers can’t operate, demand doesn’t “decline” — it collapses by force. And the second-order effects are coming: → Petrochemical shortages → Manufacturing slowdown → Trade contraction This is no longer just an energy story. It’s a global economic warning sign.
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Mike Garafolo
Mike Garafolo@MikeGarafolo·
Utah OL Spencer Fano’s arms measured 32 7/8 just now at his pro day, up from 32 1/8 at the Combine. Another indication that, for whatever reason, the measurements in Indy were short for a number of prospects. That’s a big 3/4 inch difference for Fano.
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
That’s a pretty significant jump—almost a full inch difference isn’t something you usually see. It definitely raises questions about the consistency of measurements at the Combine this year. For Fano, that extra length could make a real difference in how teams evaluate his ability to play tackle at the next level. Pro day numbers might end up carrying more weight for some prospects because of this.
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Mike Garafolo
Mike Garafolo@MikeGarafolo·
The #Dolphins have agreed to terms with veteran punter/kickoff specialist Bradley Pinion, per The Insiders. The two-time Walter Payton Man of the Year nominee heads to Miami on a deal done by his agent @KyleStrongin of @RangeSportsRMP.
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ARVIND SINGH BUDANE nag-retweet
Matt Spiro
Matt Spiro@mattspiro·
Encouraging news for Liverpool: Unlike the Chelsea tie - when PSG got their league game against Nantes postponed between legs - Luis Enrique’s side have a potential title decider in Lens between Liverpool games. And Lens won’t be accepting any requests for postponement #PSG #LFC
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
This joint statement signals growing international concern over the security of one of the world’s most critical shipping routes. The Strait of Hormuz is vital for global energy supply, and any disruption there can have serious economic consequences worldwide. By expressing readiness to act, these countries are emphasizing the importance of safeguarding freedom of navigation and maintaining stability in the region. However, the real challenge will be ensuring that such efforts de-escalate tensions rather than add to them, while keeping global trade flowing without interruption.
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OSINTdefender
OSINTdefender@sentdefender·
The United Kingdom, France, Germany, Italy, the Netherlands and Japan have released a joint statement expressing their readiness to contribute to appropriate efforts to ensure the safe passage of commercial shipping through the Strait of Hormuz.
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
This situation highlights just how fragile global energy security really is right now. If the U.S. starts tying naval protection in the Strait of Hormuz to mandatory government-backed insurance, it effectively turns security into a paid service — and that cost will inevitably be passed down the chain. A ~$5M premium on a $100M vessel isn’t just a number, it translates directly into higher fuel costs, inflation, and pressure on already strained economies worldwide. The uncertainty around escorts only adds to market anxiety. When traders see mixed signals on security in one of the world’s most critical oil chokepoints, prices react fast — and that’s exactly why Brent is pushing toward $120. At this point, it’s not just about geopolitics anymore — it’s about who controls risk, who pays for it, and how much the rest of the world is forced to absorb.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: There remains "considerable uncertainty" over whether the US Naval escorts through the Strait of Hormuz promised by President Trump will be made available, per FT. Details include: 1. Trump is exploring plans to require ships escorted by the US Navy through the Strait of Hormuz to buy US government insurance 2. The plan would require ships to purchase US government’s insurance for hull, machinery, and cargo 3. The Development Finance Corporation is running the $20 billion insurance program 4. Current insurance premiums on a $100M ship traveling through Hormuz are up to a massive ~$5M Brent crude oil prices are now nearing $120/barrel.
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Nicholas J. Fuentes
Nicholas J. Fuentes@NickJFuentes·
The GOP told us that a $17 billion border wall was too expensive and that Mass Deportations were too unpopular. But $200 billion for a regime change war in Iran that has 27% approval is absolutely necessary because Israel said so. ISRAEL FIRST MEANS AMERICA LAST.
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
Americans are told there’s no money for borders, healthcare, or infrastructure—but suddenly there’s always billions ready for another war most people don’t even support. Foreign policy shouldn’t ignore public opinion or domestic needs. America’s interests should come first—always.
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
This is a risky and contradictory move that highlights just how desperate the situation has become. Waiving sanctions on Russian oil and now potentially on Iranian oil suggests the administration is prioritizing short-term price relief over long-term geopolitical consistency. On one hand, they’ve spent years enforcing strict sanctions to pressure these countries — and on the other, they’re now considering reversing course when it becomes economically inconvenient. That sends a mixed signal globally and weakens the credibility of U.S. foreign policy. It may bring temporary relief to oil markets, especially with tensions around the Strait of Hormuz, but it also raises serious questions: Are sanctions really about principles, or just leverage that gets dropped when prices spike?
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
Government shutdowns don’t happen because one party simply “decides” to close an agency — they happen when Congress as a whole fails to pass funding legislation. Blaming Democrats alone ignores the role of Republicans, negotiations, and the broader political deadlock that typically leads to these situations. If over 100,000 families are missing paychecks and travelers are being impacted, that’s not a talking point — it’s a failure of governance on all sides. Instead of pointing fingers, leaders should be focused on reaching a solution that keeps essential services running and protects working Americans.
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ARVIND SINGH BUDANE
ARVIND SINGH BUDANE@ArvindBudane·
Watching this unfold feels less like strategy and more like chaos. First, it’s like putting a bunch of baboons in charge of running a country—and then calling it a “masterful gambit.” Now we’re hearing about lifting sanctions on Russian oil, and possibly even Iranian oil next. So what exactly is the plan here? One moment there’s tough talk about global security and accountability, and the next moment policies are shifting in ways that seem completely contradictory. It sends a message that decisions are being made without a clear long-term vision, just short-term maneuvering. If this is supposed to be leadership, it looks more like confusion and inconsistency. The world is watching, and instead of stability, it’s getting mixed signals that undermine credibility.
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