Vmaxpax

@vmaxpax.bsky.social

evading the Amerikan (and Russian) New World Order #pax #energy

🇩🇪 Germany has begun to react more harshly to the Russian shadow fleet in its waters, - Tagesschau Federal police officers recently banned several Russian vessels from passing through German territorial waters.

Bild

The timing of activation is very interesting given the new US orientation and actions following their new National Security Strategy Drop X-Twitter has been activated with suddenly separatist accounts flooding my feed. It would be bizarre if it wasn't so sinister what's happening. #activemeasures

Hon. Thomas A. Lukaszuk@lukaszukab.bsky.social · 9mo ago

Separatist Jeff Rath (Alberta Prosperity Project) says that the “US administration is very excited about Alberta independence”. Rath and Cam Davies (Alberta Republican Party) visited Mar-a-Lago and White House several times. Who arranges these meetings? globalnews.ca/video/115898...

Tick tock Nigel Better late than never to see the UK start to clean up their Russian mess. Also gives hope that other countries can at some point too.

Peter Jukes@peterjukes.bsky.social · 12mo ago

🔴NEW🔴 Thread 🧵 @bylinetimes.bsky.social can now reveal that, during the crucial period when convicted Reform leader Nathan Gill was most active, working directly with Russian President Vladimir Putin’s most senior ally in Ukraine, he was also one of Nigel Farage’s closest confidantes 1/12

While the focus is often on short-term price drivers in #crude markets, there are two longer-term trends that will shape flows. The first is the gain in supply is from the Americas but demand growth is in Asia. The second is the rising politicisation of oil markets. www.reuters.com/markets/comm...

Crude oil to be driven longer-term by supply-demand mismatch, geopolitics

The global crude oil market is facing two long-term fundamental shifts that will change how cargoes flow around the world and how they are priced.

reuters.com

OPEC+'s group of eight further unwound their #crude output cuts, adding another 411,000 bpd for July. But there are two questions to be answered, will they actually add that much #oil back, and if they do, are there buyers, given imports slipped in Asia in May. #OPEC www.reuters.com/business/ene...

OPEC+'s crude output hike comes amid tepid Asian oil demand: Russell

The crude oil market devotes considerable energy to what OPEC+ says, but perhaps a little less to what it actually does when it comes to the supply of the world's most important commodity.

reuters.com

#China, according to Honeywell $hon Two main foundations investment in the 1) domestic supply chain and 2) R&D 2020-2025. The core industries covered by the plan are expected to source 40% of all “core” inputs domestically by 2020 and over 70% by 2025.

Bild

The reasons OPEC+ put forward for further easing its #crude output curbs don’t match reality, with the market far from “healthy” with demand yet to feel the full impact of Trump’s tariff war. Visible #oil inventories are also only slightly below 5-year averages. #OPEC www.reuters.com/markets/comm...

OPEC+'s 'healthy' crude oil market looks like catching a cold: Russell

If there is one thing that is almost certain in the current global crude oil market, it's that the stated reasons for the OPEC+ group of exporters increasing supply are not the real reasons.

reuters.com

Gold has had quite the Trump-inspired rally, but is showing signs of consolidating after easing from its record highs as investment flows steady. A new surge likely needs more bad news on the trade war, U.S. fiscal deficit and Powell’s replacement at the Fed. #gold www.reuters.com/markets/comm...

Gold shows signs of consolidation as investment eases, but Trump looms: Russell

Gold prices have steadied after surging to a record high amid early signs of consolidation following the rally built on fears around U.S. President Donald Trump's trade policies.

reuters.com

If you are looking for panic today, I still see none. I see rotation which is why the dvol is 57%. rally the index movers and my guess is money exits what has been holding up.

A Financial Times investigative documentary has found evidence that Russian executions of Ukrainian prisoners of war are not isolated incidents but are likely to be part of a broader pattern that points to a systematic policy. Watch the full documentary here: on.ft.com/3Qs7oDW

Bild