OptimaPS

24.1K posts

OptimaPS banner
OptimaPS

OptimaPS

@NickOptimaPS

A 20 year Finance Professional. A Crypto Skeptic-cum-Proselyte. Bridging that gap between traditional Investment and Crypto for maximum results.

Republic of the Philippines Tham gia Ağustos 2023
2.2K Đang theo dõi3.1K Người theo dõi
OptimaPS
OptimaPS@NickOptimaPS·
@shanaka86 Almost like this was planned..... 🧐🫢
English
0
1
2
232
Shanaka Anslem Perera ⚡
JUST IN: Iran bombed Qatar’s gas infrastructure from the west. Tropical Cyclone Narelle hit Australia’s gas infrastructure from the east. In the same week, 38.8 million tonnes per annum of LNG capacity went offline from both sides of the Indian Ocean. And the only country with zero disruptions to its LNG terminals is the one that started the war. America is the last gas station standing. Qatar lost 17 percent of its LNG capacity after Iranian strikes on Ras Laffan in March. QatarEnergy declared force majeure. Repairs will take three to five years per QatarEnergy. Qatar supplies 14 percent of global urea and 30 percent of global helium. The force majeure shut the QAFCO fertilizer plant, the world’s largest single-site urea producer. It cut helium supply to the quantum chip fabs and semiconductor cooling systems that AI depends on. One gas field. Five industries. Three to five years offline. Then on March 26, Cyclone Narelle made landfall in Western Australia. Chevron shut Gorgon at 15.6 Mtpa and Wheatstone at 8.9 Mtpa per Reuters and Chevron’s official statement. Woodside suspended North West Shelf operations at 14.3 Mtpa per Upstream Online. Combined Australian outage: 38.8 Mtpa, roughly equivalent to losing Qatar’s entire current output a second time. The cyclone damage is temporary, weeks to months per Chevron. But it arrived at exactly the wrong moment. Asia-Pacific LNG spot prices surged 35 to 50 percent per CRU Group and Bloomberg. Europe bid alongside Asia for replacement cargoes. Bangladesh closed universities to save electricity. India cut gas to fertilizer plants by 30 percent. Pakistan suspended LNG to its entire fertilizer sector. Sri Lanka rationed fuel with QR codes. The gas that powers half of South Asia’s food production is now being competed for by European utilities willing to pay triple the pre-war price. And America? Zero war-related outages. Sabine Pass at 95 to 100 percent utilization. Corpus Christi at full operations. Freeport running at capacity. Cameron and Elba Island unaffected. US LNG exports surged 25 to 40 percent year-over-year per EIA data, filling the gap that war and weather created simultaneously. Here is the structural insight nobody else has named. The global LNG market now has a single point of failure and a single beneficiary. The point of failure is the Indian Ocean corridor: Qatar on the western rim, Australia on the eastern rim, and the Strait of Hormuz connecting both to their customers. When war closes one side and weather closes the other, the only alternative is American shale piped to Gulf Coast terminals 10,000 miles away. The beneficiary is the country whose president ordered the strikes that shut Qatar’s gas and whose shale producers are now selling replacement cargoes at record margins. America broke the market. America is selling the fix. The domestic cost is real. Henry Hub gas prices rose 15 to 25 percent from export demand per Bloomberg. American consumers are subsidising the export boom with higher utility bills. The war that was supposed to secure Hormuz for global trade has instead made American gas the most expensive alternative to the gas America helped destroy. The pincer closes from both sides of the Indian Ocean. Iran from the west. Narelle from the east. And between them, a strait that carries 20 percent of global oil, 30 percent of global urea, and the gas that feeds a billion people. Full analysis: open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
English
33
234
603
63.3K
OptimaPS đã retweet
C-Zar The Great
C-Zar The Great@C_Zar_69420·
I've fully deployed my long term HODL bag of $XCN onto the Goliath Network. Bridge was easy, and cheap. Staking was easy too. Definitely room for improvements on some little things but overall it was a fairly easy and straight forward process. Note: when staking on goliath, if you select the "max" option, leave .1 XCN behind to cover the cost of staking. For example If you stake 100 coins, manually input 99.9 XCN to cover the cost. No more "claiming" your tokens, they just get added to your staked coins automatically. And the APR is a little higher. Feels good. Good job @Onyx. Can't wait to see what comes next.
English
16
13
114
4.7K
Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇬🇧 Massive fire engulfing the Big Mill in Leek, Staffordshire. A historic landmark going up in flames.
English
53
74
342
62.9K
OptimaPS
OptimaPS@NickOptimaPS·
@OduduAbasii @MarioNawfal This is the underfunded UK of today. That one Engine will be the only servicing engine for the area, others will be called form nearby districts (leaving those districts uncovered) ..but response times are slower! @BrokeBritain!
English
1
0
2
32
OptimaPS
OptimaPS@NickOptimaPS·
@MarioNawfal I know this building. Shame as it was a lovely historic site!
English
0
0
2
498
OptimaPS
OptimaPS@NickOptimaPS·
@ianmiles Good on them. But it didnt seem overly successful in that video?
English
0
0
1
55
Ian Miles Cheong
Ian Miles Cheong@ianmiles·
BREAKING: Iranian resistance fighters are now fully armed actively engaged in battles against IRGC forces across the country. This attack happened today in Isfahan where resistance fighters successfully ambushed a convoy of IRGC troops and liquidated them.
English
1.3K
3.5K
23.9K
2.1M
OptimaPS
OptimaPS@NickOptimaPS·
@MarioNawfal @AlanEyre1 But then again, Im just a Nobody with a very minor interest in Global Affairs, and I knew this was coming for 12 months. How have the Governments just completely ignored it and failed to even slightly Prepare for the possibility?
English
0
0
1
70
Patrick Witt
Patrick Witt@patrickjwitt·
I wonder how a future Democrat administration will handle stablecoin rewards. And developer protections. And DeFi. And the line between digital commodities and securities. Etc. Block passage of the CLARITY Act to find out!
English
334
309
1.9K
193.4K
OptimaPS
OptimaPS@NickOptimaPS·
@MarioNawfal I understand this is war, and the need to go after infastructure. But surely this is the dictionary definition of FAFO!!
English
0
0
0
57
Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇮🇷 BREAKING: Iran's Bushehr nuclear power plant. Struck again, for the 3rd time. This is the facility sitting on the Persian Gulf coast whose contamination, if breached, reaches Kuwait, Bahrain, Qatar, Saudi Arabia and the UAE simultaneously. Officials are now openly warning about a nuclear incident. @clashreport
Mario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇮🇱 Extensive destruction in Tel Aviv, and again, civilian infrastructure 😢 Source: Yediot News

English
229
1.5K
3.2K
550.3K
Dom
Dom@traderview2·
Some entity just rapidly accumulated $35M+ $XRP in less than an hour and it seems like they needed it quick It happened mainly on Coinbase, but Bitstamp and Kraken followed along - 156 identical buys of 10,000 XRP each - Fired like clockwork every 18.5 seconds for 48 minutes - Total Coinbase accumulation: $23.4M This isn't something you see often
Dom tweet media
English
139
339
1.9K
144.8K
OptimaPS đã retweet
OptimaPS
OptimaPS@NickOptimaPS·
Fantastic vide (2 part video to be precise) from @CredibleCrypto. Whether youre a Bull or Bear, this is well worth a watch!! $BTC $XRP $CRV $ETH $SOL $BNB $XCN $XLM $XDC youtu.be/xVxjLxyAXWQ?si…
YouTube video
YouTube
English
2
6
74
47.3K
ABS-CBN News
ABS-CBN News@ABSCBNNews·
JUST IN: President Ferdinand Marcos Jr says the Philippines has enough crude oil supply to last until June 30, 2026 | via @andietagz
ABS-CBN News tweet media
English
40
89
657
90K
OptimaPS
OptimaPS@NickOptimaPS·
@AJEnglish Streets are certainly quieter. But "Empty" is a long stretch!
English
0
0
5
580
Al Jazeera English
Al Jazeera English@AJEnglish·
Manila’s streets are empty as fuel prices soar amid the Strait of Hormuz crisis, highlighting the struggles of Filipinos facing rising oil costs, and a stagnating economy— in pictures. 🔗: aje.news/6fjvsg
Al Jazeera English tweet mediaAl Jazeera English tweet mediaAl Jazeera English tweet mediaAl Jazeera English tweet media
English
25
297
731
137.3K
BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇮🇷 Iran's Revolutionary Guards bans all ships linked to the United States and Israeli allies from the Strait of Hormuz.
English
279
2K
13.6K
328.3K
Baba Banaras™
Baba Banaras™@RealBababanaras·
BREAKING: Iran’s Islamic regime has issued a fresh threat to civilians across the Middle East. The IRGC has warned people to evacuate areas near U.S. forces in the Gulf and said it will target hotels where American troops and civilians are staying across the region.
English
13
41
208
18.1K
OptimaPS
OptimaPS@NickOptimaPS·
@BRICSinfo Maybe we'll finally grow a backbone and show up to help then!
English
0
0
0
28
BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇬🇧🇮🇷 United Kingdom says Iran is holding the world economy "hostage."
BRICS News tweet mediaBRICS News tweet media
English
1.2K
665
5.4K
1.8M
Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸 Elon says “Starlink is actually that good” as users rave about fast, free Wi-Fi on United flights. Early reviews say it’s smooth, fast, and actually usable. Airline Wi-Fi might finally be catching up. Source: @elonmusk, @SawyerMerritt
Mario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇺🇸 @elonmusk is reportedly considering giving retail investors up to 30% of the SpaceX IPO. The typical allocation? 5-10%. SpaceX could hit a $1.75 trillion valuation. The biggest IPO in history, and he's prioritizing everyday investors over institutions. Source: @KobeissiLetter

English
30
21
142
41.7K
OptimaPS
OptimaPS@NickOptimaPS·
@MarioNawfal The world seems to get a little wilder every day right now!
English
0
0
0
49
Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇦🇩🇪 Germany is funding 15,000 Ukrainian STRILA interceptor drones, built specifically to hunt Shahed UAVs. They hit speeds up to 355 km/h, need no GPS, and are resistant to electronic warfare. For comparison: Russia’s fastest counter-drone tops out at 300 km/h. Russia’s cheap drone swarms just met their predator. Source: @Defence_Index
Mario Nawfal tweet media
Mario Nawfal@MarioNawfal

🇷🇺🇮🇳 India and Russia have agreed to resume Russian LNG sales despite western sanctions for the first time since the start of the Ukraine war. Putin is loving the Iran war. Source: Reuters

English
37
58
369
85K