Andy Lee
5.1K posts

Andy Lee
@andyleeck
Andy Lee is emcee, available for events hosting..
Planet Earth Sumali Aralık 2009
59 Sinusundan8.6K Mga Tagasunod

If anyone is an expert on this matter please let me know, I have been struggling with this question myself for quite some time
Ounces@OuncesApp
@DarioCpx @barnes_law Is the U.S. Treasury subject to margin calls?
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@AlaliQasem @HFI_Research Soon.
As long as Hormuz is semi-closed.
Some areas of the Strait of Hormuz has been mined. Ships must navigate carefully.
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@scandlenjosh @SprinterPress @Oumar_Sissoko_1 WEF these are the elites that own the world, that own governments around the world. They think they own us. In a way, they do?
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@SprinterPress @Oumar_Sissoko_1 The same “by 2030 you’ll own nothing and be happy people”
Yeah - f those clowns
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World Economic Forum: the Strait of Hormuz crisis affects not only oil. There are 9 other commodities
The war in the Middle East has caused serious damage to energy infrastructure and the de facto blockade of the Strait of Hormuz, which has led to a rise in oil prices. However, the consequences go far beyond energy and are also disrupting the export of non-oil commodities from the region. These include methanol, aluminum, sulfur, graphite, and other key industrial materials that affect global supply chains and the transition to "green" energy.
These disruptions are quickly reflected in global supply chains - from fertilizers for future harvests to minerals needed for high-tech industries.
1. Fertilizers (urea and ammonia): The Persian Gulf is the world's largest export center for fertilizers, supplying at least 20% of global exports. The dependence on urea is even higher - about 46% of global trade. This is critically important for agricultural economies, including India, Brazil, and China; prolonged disruptions could exacerbate food inflation.
2. Sulfur: a major by-product of oil and gas processing, whose supplies have been almost halted. About half of the world's maritime sulfur trade passes through the Strait of Hormuz, making the region a key price-setting center. Sulfur shortages affect the production of batteries, phosphate fertilizers, and sustainable logistics.
3. Methanol: about a third of the world's maritime methanol trade passes through the Strait of Hormuz; disruptions limit supplies of an important chemical feedstock for resins, coatings, and plastics.
4. Graphite: synthetic graphite used in electric vehicle battery anodes depends on petroleum coke. Rising prices and shortages could increase battery costs and put pressure on nickel and cobalt supply chains.
5. Aluminum: The Middle East is a major producer of primary aluminum outside of China. Supply disruptions from the region's processing facilities affect global export flows. Aluminum is used in construction, transportation, and renewable energy.
6. Helium: Qatar supplies about a third of the world's helium as a by-product of natural gas processing. It is critical for microchip production and MRI equipment.
7. Glycol (MEG): a key component for polyester fibers, packaging, and textiles. Major importers, including China, India, and Indonesia, face shortages and price increases.
8. Iron ore and pellets: the Persian Gulf region is an important supplier of raw materials for the global steel industry. Shipping disruptions increase delivery times and raw material costs.
9. Green hydrogen infrastructure: the conflict could slow the development of green hydrogen projects and export infrastructure, increasing investment risks.
The 2026 Global Risks Report of the World Economic Forum shows that geo-economic confrontation is becoming a key factor in global economic policy. In addition to the immediate impact on commodity markets, there is a growing trend towards sustainability and diversification of supply chains.
For states and industry, ensuring access to critical materials - from energy to metals and chemicals - is becoming a matter of economic and national security.

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In 2004, something terrifying happened in space and Earth actually felt it
A rare cosmic event called a starquake erupted from a magnetar 50,000 light years away releasing more energy in a split second than the Sun produces in 100,000 years
Even from that distance, it disrupted satellites and GPS signals on Earth
Now imagine if it were closer we might not be here to talk about it

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Did Bessent tell him he cannot hold both the oil and US treasury markets together anymore for more than 48 hours?

JustDario 🏊♂️@DarioCpx
Bessent will soon double task to cap both oil prices and US Treasury yields - but having your cake and eat it too when pressure against you is building up on all directions is objectively tough
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@INArteCarloDoss I thought POTUS said winding down just before market closed Friday Mar/20/2026
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The case for a black Monday is growing with every headline
The Associated Press@AP
BREAKING: Iran says its Natanz nuclear facility has been hit in an airstrike. apnews.com/live/iran-war-…
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@ChessWarri42621 @SterlingDeskFX @CheddarFlow Could very well be so. $MU earnings Mar/19/2026 after market close
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@SterlingDeskFX @CheddarFlow Someone suggested protection in case Micron bombs earnings and big boys have billions worth.
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@longriverCM @KobeissiLetter Listen to Warsh:
Shay Boloor@StockSavvyShay
If you’re wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. He’s openly critical of QE and favors a tighter Fed balance sheet which means less liquidity across markets.
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BREAKING: Selling pressure accelerates across multiple asset classes as Bitcoin hits its lowest level since April 2025:
1. Natural Gas: -15.5%
2. ETH: -10.5%
3. Silver: -8.0%
4. Gold: -5.5%
5. Bitcoin: -5.5%
6. WTI Crude: -4.5%
7. Nasdaq 100: -1.5%
8. S&P 500: -1.2%
9. Dow 30: -0.8%
We are seeing historic volatility in commodities right now.
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US markets are taking a breather today, but futures on US indices are deep in the red, while gold and silver hit fresh all-time highs, oil surges, and more. Trump’s shaking up EU/NATO/US ties big time. Iran talks stalled? Guess we’ll “punish our own to scare the outsiders.”
VIX spiking +11% right now.
If tomorrow’s open looks like this, time to hunt SPY dips from $680-681. Next support around $676.
#StockMarket #TrumpEffect

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@DogMatixxxx @BankerWeimar The more they try to short, the more likely they will get short squeezed in return!
$HL
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@BankerWeimar My account is too small to get any attention. So I’m passing off the info to you. I’m just the past 2 days 5 million shares shorted on $ag, $cde and $hl.
$cde has had 50 million shares shorted since November 17th. We need to get a miner short squeeze trending.
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Any miner that sells byproduct #Silver forward at a fixed price to a buyer via a spot contract no longer needs to short to hedge it
(Hedging byproduct metal production is a means for miners to keep the costs stable… although large primary producers don’t do it, others do)
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