03-25-26 spaldo
_If you are strategically on the wrong side of it ... you are dead._
Aber wir tun es aus Prinzip. ;-) |
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03-25-26 victor
telltale sign that the gop will likely lose in november
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Bloomberg) — A Democrat is poised to represent President Donald Trump and his Mar-a-Lago residence in the Florida state House of Representatives after Republicans lost a special election in a surprise upset.
The Democratic candidate, Emily Gregory, was projected to defeat her Republican opponent, Jon Maples, in a special election Tuesday, according to Decision Desk HQ.
Republicans hold a wide majority in the Florida statehouse, so the upset will have little effect on state politics. But it represents a symbolic win for Democrats and warning sign for Republicans ahead of the November congressional midterms where the GOP is battling to retain their majorities in the US House and Senate.
Trump easily won Florida’s 87th legislative district in 2024. It includes Palm Beach, which Trump declared as his primary residence during his first term, switching from Manhattan’s Trump Tower to his Mar-a-Lago resort.
The loss is also personal for Trump who backed Maples, on Monday posting on social media that he gave the Republican candidate “MY COMPLETE AND TOTAL ENDORSEMENT!” |
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03-25-26 spal
IRAN’S KHATAM AL-ANBIYA SAYS U.S. IS “NEGOTIATING WITH ITSELF,” REJECTS ANY POSSIBILITY OF TALKS
IRAN WARNS IT WILL NOT REACH AGREEMENT WITH WASHINGTON “NOW OR EVER”
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03-25-26 spal
| I would be quite happy with Carib as one of the founders BTW ... |
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03-25-26 savo
The Declaration of Independence
:-)))) |
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03-25-26 spal
Iranian demands for an end to the war, according to the WSJ:
- Closure of all US bases in the Gulf
- Guarantees of no further attacks
- End to Israeli strikes on Hezbollah
- Lifting all sanctions on Iran.
- War damage reparations
- No restrictions on the missile program |
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03-25-26 spal
| IRAN'S KHATAM AL-ANBIYA HQ SPOKESPERSON URGES ARAB AND ISLAMIC NATIONS TO FORM SECURITY UNION WITHOUT U.S. AND ISRAEL |
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03-25-26 spal
Yes indeed Savo - in fact I was startled as I reviewed an early draft of the US Declaration of Independence that once read:
The Declaration of Independence
We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness. And it is self evident that one needs to place windmills where there is wind, and solar panels where there is sun ...
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03-25-26 spal
ISRAEL PREPARES 400,000 RESERVE CALL-UPS
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03-24-26 savo
It is self evident that one needs to place windmills where there is wind, and solar panels where there is sun
best of the day! |
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03-24-26 spal
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03-24-26 carib
| Likewise, you should not build nuclear power plants in earthquake and tsunami prone areas, but you can still have nuclear power plants.. |
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03-24-26 carib
La presidenta encargada de Venezuela, Delcy Rodríguez, negoció con el exministro español José Luis Ábalos, en el aeropuerto de Barajas, Madrid, 6 millones de barriles de crudo para financiar al PSOE y a la Internacional Socialista, que preside Pedro Sánchez desde 2022.
El empresario Víctor de Aldama reveló dicha información en un sobre que entregó a principios del mes de marzo a la Audiencia Nacional de España durante su comparecencia, que se prolongó por unas dos horas. |
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03-24-26 spaldo
_If you are strategically on the wrong side of it ... you are dead._
Aber wir tun es aus Prinzip. ;-) |
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03-24-26 spal
It's a matter of good regulatory framework, not ideology.
==
Yes |
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03-24-26 carib
| pay themselves out, not our. |
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03-24-26 carib
| It is self evident that one needs to place windmills where there is wind, and solar panels where there is sun.At present, they are both competitive without subsidies in price terms. But energy stability requires good grids, and grids require public investments.Long term, they pay themselves our relatively easy. It's a matter of good regulatory framework, not ideology. |
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03-24-26 leopardo
| Pillz difficult to Understand where we are… |
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03-24-26 pillz
Trump says Iran offered a “present” related to Strait of Hormuz flows
US plans to order 82nd Airborne soldiers to Mideast, WSJ says
Saudi Arabia, UAE are losing patience with Iran, weigh joining in war
Iran set Hormuz-transit fee as high as $2 million per trip |
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03-24-26 spal
Oil and gas is limited and strategic dead end.
----
If you are strategically on the wrong side of it ... you are dead. |
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03-24-26 spal
Even Texas has lots of windmills.
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Where there is a lot of wind ... why not. |
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03-24-26 cirun
| Wind works well and has reduced german energy bill on electricity bei 60%. Even Texas has lots of windmills. Oil and gas is limited and strategic dead end. Paying $1 billion for not building offshore wind like Trump to Total is ideologic driven misinvestment imho |
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03-24-26 pillz
| Volkswagen is in talks with the Israeli defense company Rafael to produce anti-aircraft systems instead of cars at the car factory in Osnabrück, Germany. |
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03-24-26 spal
DOW
DOW INC
38.28 (+6.23%)
Plastics and chemicals on the rise - pressure is now on the petrochemical supply chain
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03-24-26 spal
| Cirun - yes - but we are moving into a world of energy insecurity for many countries and I will say bluntly that if you are dependent on others for this then you are their vassal. Thus the swing to a new kind of mercantilism. You do not want to be on the wrong side of these trends. It is not a time for idealism. You must forget all that. It is a time for pragmatism. |
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03-24-26 pillz
| The chances of an agreement between the United States and Iran are “very small |
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03-24-26 cirun
| Spal germany has to look for its own ressources that are neither oil nor uran. This is very simple. but some people are singing the song of external intrests very loud. When trumps suggests buying american gas he dreams of making money in selling, but we loose money by buying. |
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03-24-26 savo
zoom out...
https://www.youtube.com/watch?v=fj7G-S_oI4Y |
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03-24-26 pillz
Carib translated from Dutch :
Turkey uses gold to defend lira
The Turkish central bank is working on additional emergency measures to protect the lira from the turmoil surrounding the war in Iran. In doing so, it is looking at the use of its considerable gold reserves (about 135 billion dollars), for example through transactions in London to obtain foreign currency.
The pressure on the currency is increasing due to rising oil prices and capital outflows. This is particularly problematic for Turkey, which has to import almost all its energy and at the same time is struggling with high inflation of more than 30 percent.
There are also reports that Gulf countries are rebalancing their gold reserves to have liquidity more quickly. There are no hard data to confirm this, but the hypothesis is circulating in the market and is sufficient to negatively influence sentiment about gold. |
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03-24-26 carib
A sharp drop in Turkey’s foreign reserves since the Iran war began is calling into question its exchange rate policy and whether the central bank will have to tap into its gold holdings to prop up the currency, fund managers and economists said.
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03-24-26 spal
03-24-26 cirun
German Energy Minister Katherina Reiche comes from big energy EON ...
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Maybe but my impression is that leftist energy ideology is extreme in Germany. |
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03-24-26 spal
ECO
OKEANIS ECO TANKERS
50.92 (+6.00%)
Reportedly the best positioned crude carrier ... I am also adding DHT.
Risks include that they come to the market with secondaries.
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03-24-26 cirun
| German Energy Minister Katherina Reiche comes from big energy EON and says allways what her former employer likes. nuclear means same depencies as oil France is 100% dependent on russia with uran... |
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03-24-26 carib
Victor: yes. under certain circumstances, voting rights can be suspended.
But let us hope Orban just loses.
Problem is it is difficult for Europe to oppose putin when trump supports him.
Clearly the EU needs a more serious and well funded defence policy.
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03-24-26 spaldo
Iran will be the future hub of the Middle East and this great, historic nation and its talent will retake its place on the global economic and cultural podium as it once again becomes the gateway between East and West.
https://spectator.com/article/dubai-is-a-city-built-on-sand/
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03-24-26 spal
TRMD
TORM PLC A
27.91 (+4.89%)
Not crude - clean product distribution under a Danish flag. Life line to Europe.
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03-24-26 victor
carib, Hungary should be kicked out of EU decision making
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can they do that?
kick out a member state from EU decision making? |
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03-24-26 spal
PBF
PBF ENERGY INC Class A
49.95 (+7.21%)
Refiner pivoting hard towards Vene crude.
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03-24-26 spal
To the cowards in NATO: right now, this very moment, while I post this, the UAE stands strong. Our brave air defenses are intercepting ballistic missiles, cruise missiles, and drones launched by the Islamic regime, destroying every single one and protecting 200 nations, including your own citizens whom you abandoned. We will not forget this moment. History will record this NATO cowardice clearly, permanently, and without mercy. And don’t dare sell us the lie that you stand against Russia, you don’t. You’re lying. Iran arms Russia with drones used against Europe and NATO partners, and you still protect Iran as Russia’s gateway to the Middle East. Watch closely. The UAE, a brave nation with strong leadership, WILL MAKE HISTORY. That is not a statement, it is a PROMISE. Note it down.
UAE against the wall. |
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03-24-26 spal
| Not a recommendation ... just a discussion of the current investment logic. |
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03-24-26 spal
The "best" reason to consider NGS undervalued right now is the Matterhorn/Blackcomb tie-in.
As these massive pipelines come online in mid-2026, the Permian will require a massive surge in "gathering and boosting" compression to feed the new takeaway capacity. NGS is the primary independent provider of this specific mid-tier compression scale.
NGS is fundamentally undervalued if you view it through the lens of Permian Infrastructure.
The Risk: A sudden collapse in Permian activity (unlikely given the $118 Brent price and "Hormuz Siege") or a massive oversupply of compression from larger peers like Archrock (AROC).
The Reward: A potential "multiple re-rating." If the market begins to value NGS at an 8x EBITDA multiple (consistent with its larger peers), the stock has 35-40% upside from current levels. |
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03-24-26 spal
German Energy Minister Katherina Reiche: the nuclear shutdown “was a huge mistake.”
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03-24-26 spal
Alexander Stahel (smart) argues backwardation incentivizes immediate storage drawdowns rather than signaling cheaper future oil, countering Bessent's implication of market stability.
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03-24-26 spal
| QatarEnergy says it has declared force majeure on LNG contracts with Italy, Belgium, South Korea, and China. |
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03-24-26 spal
| Oilers running at hiugh negative beta against the market ... for them a good thing ... for the market ... not so much. |
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03-24-26 spal
Evercore ISI Adjusts Diamondback Energy PT to $245 From $175, Maintains Outperform Rating
08:12 AM CDT, March 24, 2026Updated 42 minutes ago, March 24, 2026 at 8:12 AM CDT
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03-24-26 spal
These E&Ps are "mining" their Drilled Uncompleted (DUC) well backlogs to capture the current $100+ Brent price without the CAPEX hit of new rigs.
Permian Resources (PR): The current "hot" E&P. Recently upgraded to 'BBB-' (March 17), they are targeting 6% growth in 2026 while peers stay flat. They are aggressively drawing down DUCs in the Delaware Basin.
Diamondback Energy (FANG): The efficiency benchmark. FANG has optimized its DUC inventory to reduce "time-to-revenue" by 25%. They are the most disciplined "inventory miner" in the basin. |
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03-24-26 spal
There is a "sell-out" of Tier 4 DGB (Dynamic Gas Blending) frac fleets and high-spec automated drilling rigs. Prices for these "clean" and efficient services have risen 8–12% since January.
If you aren't already on the schedule, you're likely waiting until Q3 2026.
Frac Equipment: Lead times for new-build electric frac pumps remain at 6–9 months.
Advanced Booking: Top-tier service providers (Liberty, SLB, Halliburton) report that their Permian fleets are 95% booked through the end of the year.
The "mobilization" is occurring in technology and logistics:
Gas Infrastructure: A frantic push to complete the Blackcomb and Matterhorn pipelines to alleviate the Permian's "associated gas" bottleneck.
AI Orchestration: Deployment of autonomous drilling platforms to reduce headcount in the field.
Inventory Mining: A rapid draw-down of DUC (Drilled Uncompleted) wells to capture the current price spike without adding new rigs. |
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03-24-26 spal
| FANG was just upgraded and so am watching the Permian for activity. |
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03-24-26 spal
| Oilers schtrong ... trying to balance exposure across unaffected infrastructure and transport. Couple of refinery fires yesterday one in Mex and at Valero in the US. |
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03-24-26 ruspan
Viictor:-)
Segun las investigaciones de Washington Post ... :-)
Por telefono .... :-)
It is just an electoral struggle, no man in his right mind would use phone for anything even remotely ilegal, and Hungarian minister looks like is in his right mind - defending Hungarian interests instead of obscure Euroatlantic agenda :-)
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03-24-26 carib
| Victor: my opinion is simple. If Orban does not lose elections next month, Hungary should be kicked out of EU decision making. |
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03-24-26 victor
pt, yes, but it took place for YEARS, passing info re the EU from Hungary to Russia.
important info at the highest level of govt.
and only after YEARS, the EU figured it out. |
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03-24-26 ruspan
PT: "Ruspan, its all AI trading. Algorithms are reading all media and place orders immediately."
It certainly looks so - so I suppose the market function of balancing money flows to reality is at least partially lost. Just wonder where it could bring us medium term :-)
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03-24-26 ruspan
"Victor, Russian oil and gas trades with the West were specifically designed to establish or long-term dependency." - and confrontation, you should add.
However, people in EU preferred confrontation over their own obvious interest. - Let them :-)
Economically the consequences are clear, and on confrontations with Russia both EU and Russia have wide historic experience, always ends in the same way. |
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03-24-26 patient-trader
| Ruspan, its all AI trading. Algorithms are reading all media and place orders immediately. |
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03-24-26 ruspan
Savo: "Insiders knew avoid the post and made huge gains. Global market getting manipulated by 1 man’s social media posts."
What amuses me is that the global markets are reacting to the Trump posts at all, given the % of BS in them, which is over 100% :-)
I supposed people manipulating serious amounts of money are a bit more realistic and serious.
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03-24-26 patient-trader
Victor, Russian oil and gas trades with the West were specifically designed to establish or long-term dependency.
On top you have corruption schemes where middle-man companies are skimming off profits, e.g. a Belize company paying off Orban mates. Naturally, Orban has to return some favours, such as passing on EU insider information, blocking Ukraine etc.
That is why Zelensky keeps on the thumb-screws and blocks the oil pipeline to Hungary. That deprives Orban and his mates from funds to launch some last-minute election campaigns.
https://www.occrp.org/en/news/shadowy-oil-trader-with-kremlin-orban-ties-supplied-billions-in-russian-crude-to-europe |
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03-24-26 victor
carib, how about this one?
even nato is affected.
he did it for years, apparently.
//
La Unión Europea se enfrenta a una de sus mayores crisis de seguridad interna tras revelarse, según investigaciones de The Washington Post, que el ministro de Asuntos Exteriores de Hungría, Péter Szijjártó, habría filtrado información confidencial del Consejo Europeo a Rusia. Según los informes, Szijjártó aprovechaba los descansos de reuniones críticas en Bruselas para informar telefónicamente a su homólogo ruso, Serguéi Lavrov, sobre los debates internos y las estrategias de la UE.
La gravedad de la acusación radica en su continuidad. No se trata de un hecho aislado, sino de una práctica establecida durante años que, por su audacia, parece extraída de una novela de espionaje. Esta conexión permitía al Kremlin conocer de antemano las sanciones en curso, las posturas individuales de cada Estado miembro y las divisiones internas, otorgando a Moscú una ventaja estratégica sin precedentes para contrarrestar la diplomacia europea.
Ante esta situación, la Comisión Europea ha reaccionado con dureza. Un portavoz oficial calificó los informes de “extremadamente preocupantes” y anunció que se ha solicitado a Budapest una “aclaración urgente”. La desconfianza ha escalado hasta tal punto que Bruselas exige que Hungría rinda cuentas no solo por las llamadas de Szijjártó, sino por la integridad de toda su estructura diplomática, que parece actuar como un satélite de los intereses rusos.
Ante el temor de que la información sensible siga fluyendo hacia Moscú, diplomáticos de la UE han confirmado a POLITICO que ya se han tomado medidas para limitar el acceso de Hungría a ciertas reuniones de alto nivel. Budapest está siendo excluida de grupos de trabajo sobre inteligencia militar, ciberseguridad y detalles logísticos del apoyo a Ucrania, en un intento por contener la hemorragia de datos.
El primer ministro polaco, Donald Tusk, ha avivado la polémica al afirmar que Polonia sospechaba de esta actividad desde hace tiempo. Tusk señaló que el comportamiento de Viktor Orbán y su gabinete siempre fue “errático” en las cumbres, y que las posiciones húngaras solían alinearse con las necesidades del Kremlin de forma sospechosamente precisa.
La investigación también revela que el beneficio de esta relación era mutuo. Rusia no solo recibía inteligencia, sino que intervenía activamente para asegurar la permanencia de Orbán en el poder. Se han documentado propuestas rusas para escenificar falsos intentos de asesinato contra figuras políticas húngaras con el fin de movilizar el voto a favor del partido gobernante y distorsionar los resultados electorales.
El escándalo trasciende las fronteras de la UE y afecta directamente a la OTAN. Al compartir detalles del Consejo Europeo, donde a menudo se discuten asuntos de seguridad transatlántica, Szijjártó habría puesto en riesgo activos militares y planes de contingencia de la Alianza. En los pasillos de Bruselas, la pregunta es ahora si Hungría puede seguir siendo considerada un aliado fiable.
Ante las acusaciones, el Gobierno húngaro ha reaccionado con hermetismo o descalificando la veracidad de los informes. Szijjártó ha defendido previamente que sus contactos con Lavrov son necesarios para garantizar el suministro energético del país. Sin embargo, no ha ofrecido un desmentido técnico sobre el contenido específico de las filtraciones, como los borradores de resoluciones de la UE, limitándose a criticar la procedencia de la información de los servicios de seguridad y de los medios de comunicación.
La situación plantea un desafío existencial para el Consejo Europeo: si un Estado miembro comparte las propuestas externas mientras estas se negocian, la capacidad de la UE para actuar de forma unida queda anulada.
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03-24-26 pillz
Gold prices fall for 10th straight session as Iran denies US talks
https://www.investing.com/news/commodities-news/gold-prices-fall-for-10th-straight-session-as-iran-denies-us-talks-4576547 |
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