05-05-26 Merlino
We do not know what the US wants.
....................
I humbly suspect some people over there are making a killing with this debt
My feeling is that veni have become too important to be run by a psychotic woman.
...................................
Me too fwiw
W/o policy/military (chavista) support the country will easily enter in an uncontrolled chaos |
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05-05-26 panasonic
| Pilly check SOXL after hours. |
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05-05-26 pillz
| qqq , spy and ewy are at all time high ... crazy |
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05-05-26 savo
carib... if the evil psycho and her evil adviser take over before a restructuring happens they will try to have a clean slate and not carry the burden of the debt.
If Delcy does the restructuring she will be friendly to creditors because they lent the money under chavist rule.
We do not know what the US wants.
My feeling is that veni have become too important to be run by a psychotic woman. |
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05-05-26 carib
| Savo: bonds further upside before restructuring, in your opinion? |
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05-05-26 savo
| i hope these restrictions do not mean they are waiting for the evil psycho and his most evil advisor to take over. |
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05-05-26 savo
Key Details of the Authorization:
Authorized Services: The license allows for the assessment, development, and preparation of debt restructuring options, proposals, and supporting documentation.
Scope: Includes the government of Venezuela, PDVSA, and their majority-owned entities.
Restrictions: The license does not authorize the actual restructuring, settlement of debt, or direct negotiations between the government and creditors regarding the restructuring.
Purpose: The action is aimed at enabling preparatory work on restructuring the country's multibillion-dollar defaulted bond pile. |
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05-05-26 leopardo
| True Pana a lot of propone investi h in Bunds Treasuries and not looking at Venny!!! |
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05-05-26 panasonic
Leo, with Hormuz closed many countries not only need oil now to run their economies, they will need to triple their stategic reserves.
Veni is the story best in town, snd people not even looking at it :-( |
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05-05-26 leopardo
| Bonds flying Carib…both Vnz and Pdvsa |
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05-05-26 spal
| Canadian oil sands schtocks very highly bid |
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05-05-26 spal
Looks like one of the fast boats was a dhow ... this is a tragedy and looks like a major slip up and while this will be rightly sensationalized I think we are about to see the US double down.
There is no "off-ramp" that doesn't involve a massive loss of U.S. face or a global energy collapse.
By doubling down, the administration is betting that they can break the Iranian regime’s back before the domestic U.S. political cost of $7/gallon gasoline becomes unbearable. The UAE is the "collateral" in this bet.
Hard hats will be required in Dubai. |
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05-05-26 carib
OFAC authorises services to Veny to prepare for debt restructuring.
PDVsa bonds UP. |
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05-05-26 spal
| Putin is now in a bunker. |
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05-05-26 spal
The Location: Putin has reportedly abandoned the Kremlin and his Valdai residence, moving his primary command center to a fortified, modernized bunker complex in Krasnodar Krai (Southern Russia).
Validated. |
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05-05-26 spal
ranslated from Arabic
#Syria | The Syrian General Security launches a campaign of random arrests against Uzbek fighters in the towns of Kafr Jalis and Kafraya north of the city of #Idlib.
Uzbek fighters in Syria ... strange days and likely to get stranger. |
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05-05-26 spal
| The US now IMO have virtually no alternative but to double down in this fight ... if so the UAE is a sitting duck. |
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05-05-26 spal
| Vic - all oil infra and safe e&p are up today. |
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05-05-26 spal
| ISM 84.6 ... this is the signal. |
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05-05-26 spal
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05-05-26 spal
The Backwardation Mirage
The $40 spread between June ’26 and December ’26 is acting as a "False Signal."
The Trap: Speculators see the $60–$70 long-dated prices and assume "the market knows peace is coming."
The Reality: This is actually a liquidity trap. No one wants to hold the front month because the "carry cost" and volatility are insane. The sell-off today is a result of "tourist" capital fleeing the volatility, while the structural supply shock is only getting deeper as Fujairah remains offline. |
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05-05-26 spal
spal, so why is oil down?
===
Spot ... look at the strip etc. Spot is a very deceptive gauge at the moment. |
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05-05-26 victor
| spal, so why is oil down? |
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05-05-26 spal
The UAE’s "Breaking Point"
For the UAE, the PGSA is the final insult to their Sovereign Strategic Platform.
By claiming "Strait Authority," Iran is essentially telling Dubai and Abu Dhabi that their ports are now "vassal nodes" under Iranian regulatory oversight.
The Response: This bureaucratization likely accelerates the UAE’s Offensive Readiness. Expect the UAE to argue that the PGSA is a "functional annexation" of the Strait, providing the legal cover needed for a strike on the Iranian islands or coastal batteries to "restore international transit." |
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05-05-26 spal
Colores welcome the "Persian Gulf Strait Authority (PGSA)"
By creating a "Strait Authority," Iran is attempting to overwrite the UNCLOS (United Nations Convention on the Law of the Sea) principle of "Innocent Passage." They are asserting that the Strait is "Internal Waters" rather than an international waterway, effectively turning a global chokepoint into a domestic toll road. |
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05-05-26 spal
target the Burj Khalifa
Checking now if I can get the rights for "pay per view" |
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05-05-26 spal
If the UAE hits the islands, Iran has already signaled it will target the Burj Khalifa or Jebel Ali Port with its remaining long-range ballistic missiles (Fattah-1/2), bypassing air defenses through sheer saturation.
Pass the popcorn ... |
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05-05-26 spal
Desert Falcons
A senior Emirati official reportedly told Israeli counterparts, "The Iranian regime has begun attacking us—we will strike back."
Satellite imagery from Al Dhafra Air Base shows that the UAE Air Force’s F-16E/F Block 60 "Desert Falcons" have been moved from hardened shelters to the flight line. This is a "Hot Readiness" state, indicating they are armed with long-range stand-off munitions (likely Black Shaheen cruise missiles) for potential strikes on Iranian coastal launch sites.
Two Baynunah-class corvettes (specialized for littoral warfare) have been tracked moving north from Mina Saqr. Their positioning puts them within striking distance of the disputed islands (Abu Musa, Greater Tunb, and Lesser Tunb) currently occupied by the IRGC.
Likelihood that UAE enters the fight now 85%
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05-05-26 spal
IRAN'S JOINT MILITARY COMMAND SAYS IT HAS NOT CARRIED OUT ANY ATTACK AGAINST THE UAE IN RECENT DAYS
===
Quantum gambits now spreading to Iran denying attacks despite making them. |
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05-05-26 spal
Turkey Shoot at Pollos Habibi
Fratercula Arctica #Freedom&Truth🇬🇧✝️XX
@OilPaul
·
1h
Replying to @afneil and @TimesRadio
Andrew, the Iranian fast boats (aka death traps) are being obliterated by Apache helicopter gunships, in something our American cousins call, "a turkey shoot." |
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05-05-26 spal
Pollos Habibi located in Teheran :-)
===
Best of the Day!!
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05-05-26 carib
Very good too for holders of Micron (MU)
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05-05-26 carib
The hubris of Iran's leadership will prevent it from reaching a deal despite its disadvantageous position, INSS Iran researcher Beni Sabti said, arguing that Israel and the US have exhausted all options and should return to war.
“The Iranian hubris is overflowing,” Sabti said. “They do not understand the hint. In the end, missiles do not fire themselves, and a nuclear program does not fire itself. These are evil people who have completely seized power.”
“We are in a temporary situation in which, in the end, religious rule has become military rule, and that is somewhat worse than what existed before, even though it was already black, and now it is blacker than black.” |
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05-05-26 carib
| Not bad for owners of Samsung Electronics (like my humble self) |
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05-05-26 pillz
| now it is +6.15% , taking profit ... |
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05-05-26 panasonic
| Pollos Habibi located in Teheran :-) |
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05-05-26 panasonic
| Pilly, something abt. deal between Apple and Samsung & Intc. |
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05-05-26 panasonic
| Vic, yes but abandoned at some point. |
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05-05-26 pillz
| wha the hell is going on EWY , each day now we are at +5.5% |
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05-05-26 victor
pana, did you watch better call saul?
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05-05-26 victor
pana, Gus owner of "pollos habibi"
los pollos hermanos? :-) |
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05-05-26 panasonic
| Gus owner of "pollos habibi" |
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05-05-26 panasonic
| Soxl on fire, Tuco till we find Gus :-)) |
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05-05-26 victor
| so... why is oil down today? |
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05-05-26 spal
MarketPulse India
@MktPulseIndia
·
4m
United Arab Emirates says its air defenses are responding to new Iranian missile and drone attacks |
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05-05-26 spal
This is exactly why TRMD (Torm) is opening strongly. TORM doesn't need oil to be $114 in December to thrive; it just needs the friction to persist.
As long as the "Back End" of the strip stays low, refiners won't build inventories—they will buy "hand-to-mouth."
"Hand-to-mouth" buying means more frequent, urgent, and complex voyages.
More voyages = more ton-miles = higher yields for TORM. |
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05-05-26 spal
| Vahidi here, Vahidi there, Vahidi everywhere ... |
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05-05-26 spal
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05-05-26 spal
| Energy, Energy Shipping, Energy Infra, Pipes ... |
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05-05-26 spal
Continuing to add ...
I am in a good mood.
Dividentum ex Chao: The TORM Tractus
In the 2026 maritime theater, TRMD represents the ultimate "Vahidi Premium"—a pure play on Physical Scarcity. While the "Ghost Economy" of digital tokens and SaaS multiples hits the Physical Wall, TORM captures the kinetic energy of global friction.
The Ton-Mile Multiplier: Kinetic interdiction in the Strait of Hormuz forces systemic rerouting. Longer voyages to "Safe Ports" like Salalah effectively shrink global fleet capacity, gapping spot rates higher.
Fujairah Friction: With the world’s primary bunkering hub under fire, refined products must travel further, turning regional incendium into record cash flow.
The Yield Fortress: In an era of ISM 84.6 and "Capital Shallowing," TRMD’s ~8.8% dividend yield serves as a sovereign safe-haven for capital fleeing dilution.
The Verdict: TORM doesn't just navigate the crisis; it owns the pipes during a systemic plumbing failure. In this landscape, scarcity is the ultimate leverage. |
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05-05-26 spal
| TRMD ... doing the heavy lifting here boys |
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05-05-26 spal
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05-05-26 spal
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05-05-26 spal
Iran looks like breaking bad tv series ... LOL
"Vahidi" = "Tuco" |
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05-05-26 panasonic
"Vahidi"
Iran looks like breaking bad tv series, you kill one boss and then find out there was a more powerful man above him.
After Vahidi is gone, a more dangerous "specialist" will be named.
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05-05-26 carib
| Impression is TACO once again, but we shall see.. |
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05-05-26 spal
| UAE F-16 and Mirage squadrons are reportedly in "Hot Standby" for retaliatory strikes. |
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05-05-26 spal
| The U.S. is within 6 to 12 hours of implementing a "Short and Powerful" wave of strikes to break the negotiating deadlock. The only thing standing between the present moment and a full-scale naval war is President Trump’s final authorization, which senior officials indicate is "resting on a single Iranian thermal signature." |
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05-05-26 spal
| Asset Positioning (Complete): Carrier Strike Groups 3, 10, and 12 are now in "Active Launch Boxes" within the Gulf of Oman and Northern Arabian Sea. Over 100 land- and sea-based aircraft, including F-16s and A-10 "Warthogs," are currently providing the top-cover for Project Freedom. |
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05-05-26 spal
The Sledgehammer:
The Three Pillars of the Planned "Sledgehammer"
Systemic Naval Eradication: This is not a "warning shot" strategy. The goal is the total and intentional destruction of Iran’s naval infrastructure, including Kilo-class and midget submarine pens in Bandar Abbas and the "Missile Cities" buried along the coastline.
Kharg Island Neutralization: For the first time, US planners are discussing the permanent destruction of Iran’s oil export infrastructure on Kharg Island. This is "Total Economic Warfare" designed to crash the regime's solvency within 72 hours.
The "Uranium Snatch": As reported by Axios, a Tier-1 Special Operations mission is currently "Green Lit" for staging. Its objective is the immediate seizure and extraction of roughly 450kg of 60% enriched uranium from hardened sites to prevent Vahidi from crossing the nuclear threshold during the chaos of the naval strike. |
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05-05-26 spal
Ahmad Vahidi is no longer just a cabinet minister; he has emerged as the de facto military and strategic lead of Iran.
In the current wartime environment, the IRGC has sidelined the traditional civilian government. Vahidi is not just running a branch of the military; he is presiding over the Supreme National Security Council (SNSC) deliberations that dictate both the kinetic engagement in the Strait and the terms of diplomatic stalling.
Effectively turning Iran into a military junta with a religious veneer.
The man currently "calling the shots" in Tehran is a specialist in asymmetric warfare and high-stakes brinkmanship.
If Vahidi is in charge, there is a 0% chance Iran will simply "stand down" as Trump ordered. Vahidi’s entire doctrine is based on the idea that Western powers are "physically fragile" and will retreat if the cost in blood or oil becomes too high.
This guy is NOT going to negotiate.
This kicks it up a notch or two.
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05-04-26 savo
an old fool unfit to be president
JP
Reflecting Singapore’s foreign minister’s description of the conflict as “an Asian crisis,” the most immediate physical disruption has been felt in Southeast Asia, given the region’s heavy reliance on flows through the Middle East. Somewhat counterintuitively, the US has emerged as the second most affected region in price terms. Since the start of the war, gasoline prices have risen by 37% in Southeast Asia; in the US they have surged by more than 42%, outpacing most regions outside Asia (Figure 1).
The same pattern is evident across other refined products (Figures 2 -10). Asia and Oceania have seen the largest increases, reflecting direct supply losses, but the US consistently ranks at or near the top. US diesel prices have risen sharply—second only to Asia and Oceania—while for jet fuel, naphtha, and fuel oil, the US is now experiencing the largest price increases globally. |
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05-04-26 victor
savo, i would say: MERZ is unfit to lead anyone.
//
Merz le da la razón a Trump frente a la pugna comercial con Europa
El canciller alemán asegura que el presidente estadounidense “tiene razón” al sentirse decepcionado con la UE, y, en consecuencia, haya decidido subir los aranceles a los automóviles europeos
El canciller alemán, Friedrich Merz, ha apuntado a que el presidente de Estados Unidos, Donald Trump, “tiene razón” al sentirse decepcionado con la Unión Europea por el hecho de que no se hubiera cerrado el acuerdo arancelario de agosto del 2025 y, en consecuencia, haya decidido subir los aranceles a los automóviles europeos.
Además, el mandatario alemán ha señalado que el aumento de aranceles sobre las importaciones de automóviles está dirigido a la Unión Europea (UE) en su conjunto y no específicamente a Alemania. “Quiere apuntar a toda Europa”, ha declarado.
Según Merz, en el Parlamento Europeo sigue habiendo resistencia al acuerdo y ha explicado que Trump se estaba impacientando a medida que la parte europea seguía planteando nuevas condiciones.
Las declaraciones de Merz contradicen al Parlamento Europeo, que a través de un comunicado expresó este pasado fin de semana estar cumpliendo con los compromisos adquiridos con Estados Unidos y que se reserva el derecho a responder para proteger sus propios intereses.
En agosto del 2025, Trump y la presidenta de la Comisión Europea, Ursula von der Leyen, acordaron un marco que limitaba los aranceles al 15% sobre la mayoría de los productos de la UE importados a Estados Unidos, incluidos los automóviles y las piezas de automóvil.
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05-04-26 savo
| in a nutshell... DT is unfit to be president... an unnecessary war.. a old fool who has no clue what he is doing... who does not get one right... |
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05-04-26 victor
GameStop (GME) has offered $56 billion in cash and stock to buy (EBAY). But an interview with CEO Ryan Cohen on the math surrounding the deal raised more questions than answers.
GameStop is roughly a fourth the size of eBay, with roughly $9 billion of cash on its balance sheet. The company said it has a “highly-confident letter” from TD Bank for $20 billion in debt financing. Meanwhile, eBay’s valuation is $46 billion.
Cohen appeared annoyed with CNBC hosts when pressed on how the company would raise the necessary funds to purchase eBay, a legacy online marketplace.
“It’s half cash, half stock, but the details are on our website,” Cohen said.
When asked again about how the math for the deal could work, Cohen replied, “I don’t understand your question. We’re offering half cash, half stock, and we have the ability to issue stock in order to get the deal done.”
GameStop stock declined more than 10% Monday as investors concluded that the proposed deal could require significant share issuances and dilute existing shareholders.
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05-04-26 spal
until there are no boats left..
===
Don't forget the killer dolphins |
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05-04-26 victor
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05-04-26 carib
Iran has denied that any boats were sunk.
Sounds like a good deal: US navy sinks iranian boats, Iran denies.. until there are no boats left.. |
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05-04-26 pillz
US destroys six Iranian small boats, shoots down missiles, drones, US admiral says
ByREUTERS
The US military has destroyed six Iranian small boats and intercepted Iranian cruise missiles and drones fired by Tehran as the US launches an operation to free up shipping through the Strait of Hormuz, US Admiral Brad Cooper, the head of Central Command, said on Monday.
Cooper said he "strongly advised" Iranian forces to remain clear of US military assets as it launches the operation. He said a US blockade of Iran, which prevents ships from going to Iran or departing Iranian territory, also remains in effect and was exceeding expectations.
Iran has denied that any boats were sunk. |
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05-04-26 panasonic
"You are either with the UAE or with "he evil Islamic regime. No silence is accepted"
They also broke the silence kind of late, it was pretty obvious Iran didn't need the massive military build-up for electricity. |
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05-04-26 spal
FANG
DIAMONDBACK ENERGY
213.69 (+2.91%)
|
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05-04-26 spal
| Someone will lose their cool |
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05-04-26 spal
| UAE might be forced into this ... |
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05-04-26 spal
Emirates getting very exercised in their rhetoric today:
Amjad Taha أمجد طه
@amjadt25
·
2m
You are either with the UAE or with the evil Islamic regime. No silence is accepted. Right now, the Islamic regime in Iran is targeting my beloved country, the UAE, with drones and missiles. The UAE is crushing them, intercepting, destroying, and defending not just its land, but the safety of over 200 nationalities who call it home. Stand clear. Choose your side. UAE is safe and strong. |
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05-04-26 spal
Multiple ballistic / cruise missile launches from southern Iran, from around the Bushehr area.
More on the way |
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05-04-26 spal
UAN
CVR PARTNERS LP
134.37 (+4.98%)
Safe bet
|
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05-04-26 spal
| The situation remains fluid. The "kinetic window" for a U.S. or UAE retaliatory strike on Iranian launch sites is currently open, as thermal signatures on the mainland indicate continued missile readiness. |
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05-04-26 spal
The Emirates News Agency (WAM) and local media offices confirmed a drone strike on a building belonging to the telecom provider Du in Fujairah. No injuries were reported, but smoke was visible across the Free Zone.
The Port Oil Terminal: Satellite imagery and social media footage show a significant fire at the Fujairah Port Oil Terminal. Local authorities attributed this to falling debris from an aerial interception, though industry analysts are monitoring for direct impact signatures on storage tanks. |
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05-04-26 victor
pana, however, there was also a drone attack
//
Fujairah’s Media Office says a “large fire broke out” at the petroleum industrial site in the emirate after a drone attack from Iran.
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05-04-26 spal
First Squawk
@FirstSquawk
·
41s
FUJAIRAH IN UAE REPORTS AIR STRIKE FROM IRAN.
Iran now hitting UAE port |
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05-04-26 victor
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05-04-26 victor
| UAE’s Defence Ministry says four missiles were launched from Iran, three of which were intercepted and one fell into the sea. |
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05-04-26 spal
Official Talking Head from the UAE ... with UAE agitprop ...
Amjad Taha أمجد طه
@amjadt25
·
58m
UAE is SAFE. UAE is STRONG. Today, the Islamic regime in Iran once AGAIN TARGETED my country, the UAE. This will NOT PASS. The UAE WILL make the Islamic regime in Iran pay. It will be DIFFERENT. We stand firm. We stand unshaken. Every reckless terrorist act brings this regime closer to its FINAL DAYS. The UAE WILL NOT TOLERATE THREATS to its people, its sovereignty, or global trade. The UAE will stop this Islamic regime in Iran’s piracy in Hormuz. By power. By force. By international law.
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05-04-26 spal
| The M/V Barakah, an ADNOC-affiliated (UAE) empty tanker, was struck by two drones while transiting near Musandam. |
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05-04-26 spal
| The U.S. Response: CENTCOM issued a formal denial at 08:30 AM local time. They confirmed that no U.S. military vessels have been struck. |
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05-04-26 spal
| UAE confirms Iran fired four cruise missiles, intercepting three, with the fourth landing of in open waters. |
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05-04-26 panasonic
| Spal, so they didn't hit the Warship as Iranian media informed aerlier this morning? |
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05-04-26 spal
|
05-04-26 spal
| Trump's next move—specifically whether he treats the drone strike on a UAE asset as a breach of his own "stand down" order—will determine if we see a full-scale carrier strike on Iranian coastal infrastructure by sunset. |
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05-04-26 spal
| The Iranian "Warning Shot": Almost simultaneously with the ADNOC drone strike, the IRGC claimed to fire a "warning shot" against a U.S. Navy ship near the Strait. |
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05-04-26 spal
OSINTtechnical
@Osinttechnical
·
3m
UAE air defenses are responding to a missile attack at this moment |
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05-04-26 spal
| Pilly ... the new Korea master ... |
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05-04-26 spal
| PPIH ... large position ... will move on news. Two areas of high focus. New plant just commissioned in Ohio specifically for cooling pipes for data centers on the NE of the US. CEO and new director (recent appointment) very linked to channels in the GCC where alternative pipelines will (must) be commissioned. They sell pipes. Simple biz ... good fit for my simple mind. |
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05-04-26 pillz
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05-04-26 spal
| FANG ... added, trailing a stop. |
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05-04-26 spal
| UAN ... fertilizer ... added. Outlook for distributions very strong. Outlook for getting fertilizer out through the Strait of Hormuz ... not so strong. |
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05-04-26 spal
Do you know which are the 4 names he recommends?
===
No - that is for his private clients (although it seemed a bit like AI ... I am not sure!). But in any case we are covering the main themes. Not that we need endorsement, but I did think that it was very well summarized.
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05-04-26 panasonic
| Vic, yep it was clear to me since day 1 that Sanchez anti-trump stance would boost his popularity. |
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05-04-26 panasonic
Spal, guy makes good points.
Do you know which are the 4 names he recommends? |
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05-04-26 carib
| Spal: if the Dollar is expected to decline.. buy bonds in BRL, yielding about 14%. |
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05-04-26 spal
https://www.youtube.com/watch?v=eRJXwlEiho0
Highly recommended analysis on the roots of inflation and how they are currently positioned. Very clear. |
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05-04-26 spal
The Significance of the "500 Level"
In the world of macro-analysis, the 500 level on the CRB is not just a number; it is a Point of Recognition.
A New Supercycle: For years, the CRB has been stuck in a grinding range. Breaking and holding above 500 suggests a structural shift from a "disinflationary" era into a Commodity Supercycle.
The Psychological Barrier: 500 acts as a massive resistance point. When the index tests this level, it signals that the market is "front-running" a systemic supply shock. The fact that we are hovering here now suggests the market has already "priced in" the expectation of a major disruption. |
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05-04-26 spal
The Refinitiv/CoreCommodity CRB Index is the financial world’s oldest and most respected "thermometer" for the real-world economy. While the stock market often reflects expectations, the CRB reflects physical reality: the cost of the energy, food, and metals required to keep the wheels of civilization turning.
As of May 3, 2026, the index sits at 499.14, having briefly touched a multi-year psychological ceiling of 501.25 last week. |
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05-04-26 victor
pana, sanchez has his fans worldwide :-))
//
InfoGram
This is ABSOLUTE CINEMA 🔥🔥
US 🇺🇸: Give us your air bases
Spain 🇪🇸: "We won't give" 🔥
US 🇺🇸: We will suspend the trade deal
Spain 🇪🇸: "Suspend it 🔥
US 🇺🇸: We will remove 3000 US troops from Spain
Spain 🇪🇸: "Remove it 🔥
US 🇺🇸: We will delete Spain from NATO
Spain 🇪🇸: "Do whatever you want" 🔥
Meet Spanish PM Pedro Sánchez🔥
What a leader, What a human being
Spine so strong he refuses to bow down everytime. 🔥
https://x.com/_InfoGram_/status/2050526734005743640
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05-04-26 spal
| USS Abraham Lincoln (CVN-72) and its escorts moving into "Launch Box Alpha," approximately 40 miles south of the Strait. |
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05-04-26 spal
Noor/Ghader Status: Analysts have identified "bloom" patterns at four mobile launcher sites. Unlike standard idling, these signatures indicate active electronics cooling and auxiliary power unit (APU) operation. In the terminology of OSINT trackers, these batteries are "warm-linked"—powered up and integrated into the regional fire-control network.
Radar Emissions: ELINT (Electronic Intelligence) monitors have detected intermittent "scans" from Iranian Monolith-B search radars. These are short-burst pulses, likely for final range-finding and calibration against the anchored tanker fleet before tomorrow morning's "Project Freedom" window. |
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05-04-26 spal
Casus Belli
Tehran claims "Project Freedom" is a direct violation of the fragile, Pakistani-brokered ceasefire established after the February 28 strikes. They have positioned "Mosquito Fleet" fast-attack craft and coastal missile batteries (Noor and Ghader) in high-readiness states along the Qeshm and Larak Islands.
If Iran fires on a U.S. guided-missile destroyer tomorrow morning during the "Project Freedom" transit, the administration has already prepared the narrative: it won't be treated as a "skirmish," but as a final breach of the 2026 Peace Plan, likely triggering a full-scale strike on Iranian power plants and the IRGC's command-and-control nodes.
Tick, tock |
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05-04-26 victor
this guy, Merz, is such an idiot.
dt steps all over him. yet he continues kissing dt's ring. :-))
//
Bundeskanzler Friedrich Merz
The United States is and will remain Germany‘s most important partner in the North Atlantic Alliance. We share a common goal: Iran must not be allowed to acquire nuclear weapons. |
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