Amar
104 posts
Amar
@macroamar
Investment Manager | Decoding Financial Markets, $Fintech, $Crypto, Global Macro, #Geopolitics, Realpolitik & Strategy | Looking for the most Based Take On @X |
Sumali Nisan 2026
1.1K Sinusundan489 Mga Tagasunod
Even if the Strait opened today it will take the rest of the year and maybe longer to get the GCC oil infrastructure repaired back up to pre-war levels. The market hasn’t priced this in. #OOTT
Giovanni Staunovo🛢@staunovo
“We are following all the key energy assets in the region on a daily or hourly basis,” he said, referring to oil and gasfields, pipelines, refineries and LNG terminals. “Currently there are 72 energy assets damaged and one-third are severely or very severely damaged,” he added. Birol praised Saudi Arabia for its rapid response to the crisis, after it rerouted over two-thirds of its oil exports through a pipeline to the Red Sea, bypassing the strait. He said he had been reassured by the “highest authorities in Saudi Arabia” that this key pipeline is “well protected” but noted that if there was a successful attack on the route, “the consequences would be extremely dire” for the global economy. #oott
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*TRUMP MULLS 'BLOWING EVERYTHING UP' IF NO IRAN DEAL 'FAST': FOX
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IRAQ THANKS IRAN OVER ALLOWING IRAQI TANKERS TO TRANSIT STRAIT OF HORMUZ - IRAQ'S STATE NEWS AGENCY
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@Amena__Bakr Looks like he's on pain meds ( sedatives ). Should try antipsychotics instead .
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TRUMP TELLS IRAN TO OPEN THE STRAIT 'OR YOU'LL BE LIVING IN HELL'
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@macroamar @SheDrills Correcr! That’s the only way out for the US
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This Iranian oil price threat can play out 3 ways:
1. They keep the Strait of Hormuz constricted.
2. They damage GCC infrastructure that hurts regional oil production/supply.
3. The US “bombs them back to the dark ages” and the world loses Iranian oil supply.
محمدباقر قالیباف | MB Ghalibaf@mb_ghalibaf
SITREP: Battle-tested generals refuse to be yes-men for a TV host selling out American lives for Israel's delusions. That's the short-term price. Long-term cost? American taxpayers paying at the pump for decades. Real LEGACY.
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Tomorrow the 8 members of the opec plus group will hold their virtual meeting at 3pm UAE time. #OOTT
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@FreshFedPaper @Mr_Derivatives Only if it's a massive gap down not if flat / sideways / positive .
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@macroamar @Mr_Derivatives That is what everyone and their uncle are thinking...market will do just the opposite.
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This is the most accurate thing I have read this year
Kristo Valdmann@ValdmannKristo
@AndreasSteno Everything is now retarded everywhere
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@macroamar That guy has to settle down. Crikey! He's going to bust his boiler. We get it!!
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