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02-28-26  victor

The Israeli army has said about 200 fighter jets have struck Iranian missile and air defense systems in western and central Iran.

It described the operation as the “largest military flyover in the history” of its air force. The military said the fighter jets dropped hundreds of munitions targeting about 500 objectives, including aerial defense systems and missile launchers across several locations in Iran, simultaneously.

02-28-26  spal

Tanker Schtocks are the New Bitcoin ...

... Captain Schpal

02-28-26  spal

Ed Finley–Richardson
@ed_fin
·
5h
“From a tanker market perspective, it appears that whatever happens, there is little risk that freight rates will go down as a result. The tanker market is already very tight, and rates are near historic highs. Under these circumstances, the risk is to the upside.”

02-28-26  spal

QATAR ASKS VESSELS TO TEMPORARILY SUSPEND MARITIME NAVIGATION

02-28-26  spal


Ed Finley–Richardson
@ed_fin
·
1h
TANKER STOCKS EXPECTED TO SOAR TO NEW 52 WEEK HIGHS ON MONDAY I BET YOU WISH YOU OWNED MORE NOW DON'T YOU WELL YOU CAN'T SAY I DIDN'T WARN YOU EVERY DAY FOR THE PAST FIVE YEARS


===

And this is with US restraint on Iranian energy assets ... so far.

02-28-26  victor

The Israeli army has announced a new wave of attacks against Iran, saying it is striking missile launch sites and defence systems in central Iran.

02-28-26  spal

U.S. Navy says it can't protect all merchant ships in Persian Gulf after Iran strikes. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk.

VLCC rates going vertical.

02-28-26  spal

Guys ... hope you loaded tanker stocks ...

02-28-26  spal

Saudi Arabia 🇸🇦 joining the US and Israel in the war against the Islamic regime in Iran

02-28-26  victor

carib, so what do you think of TACO now?

do you still agree with TACO?

02-28-26  victor

The Israeli army said its air force has begun new air strikes targeting “missile launchers” in Iran.

02-28-26  victor

⁠Iran’s ⁠Supreme Leader ⁠Ayatollah Ali Khamenei ⁠will speak within minutes, ‌Iran’s Al-Alam TV reported.

02-28-26  spal

US bases in the MidEast attacked by Iranian missiles

According to Fars News, the following bases were hit:

🔸Al Udeid Air Base in Qatar

🔸Al Salem Base in Kuwait

🔸Al Dhafra Air Base in the UAE

🔸US 5th Fleet Base in Bahrain

02-28-26  spal

Operation Epic Fury

02-28-26  spal

Ali Shamkhani, one of Khamenei's closest advisors and one of the regime's highest ranking figures, is dead.

02-28-26  spal

AIR DEFENCES ACTIVATED IN IRAN'S SHIRAZ - IRIBB

02-28-26  victor

https://truthsocial.com/@realDonaldTrump/posts/116147082884192486

02-28-26  victor

Prime Minister Benjamin Netanyahu has boarded Israel’s Wing of Zion plane and is exiting Israeli airspace heading to a “secure location” according to Israeli media.

02-28-26  victor

A US official says the US strikes are currently focused on military targets, but declined to elaborate citing an ongoing operation.

Another US official said the goal of the strikes is to address the Iranian military threat and protect US forces. The US put in place measures to protect US military personnel in the region ahead of the action, the first official said.

02-28-26  victor

US and Israel carrying out strikes against Iran

02-27-26  spal

It is for me.

02-27-26  spal

I am sure that is a very interesting one for you Vic.

02-27-26  victor

spal, yes, it's good

02-27-26  spal

If you haven't you guys should digest Trump's last posting blacklisting Anthropic - I have not fully digested it yet ... I was too busy rolling on the floor laughing.

https://www.zerohedge.com/political/altman-pitches-pentagon-anthropic-alternative-wsj-drops-deep-state-concern-trolling-over

02-27-26  spal

... they are trying to "tell a story" that keeps inflation expectations anchored ... it is a game of "confidence" and I mean this as a double entendre.

02-27-26  spal

Savo also the rates that are in the hands of the central bank ... are not the most vital. Those rates are controlled by bond holders.

We know this.

02-27-26  spal

Savo ... central bank speak is probably worse than diplomacy speak ... perhaps Carib should advise.

"Forward Guidance" is never "We are telling you the future." rather it is "We are trying to manipulate your current behavior."

It is never, ever, the unvarnished truth.

02-27-26  savo

victor... that is true... he always says that he expects to achieve 2% "in two years"... and doesn't do anything abut it...

but when inflation rate moved a few bips below 2%... he reduced rates to zero...

that guy has been a calamity for the US.

02-27-26  victor

savo, whose expectations? if I may ask

his

02-27-26  savo

*US JAN. CORE PPI RISES 3.6% Y/Y; EST. +3.0%
*US JAN. PRODUCER PRICES RISE 2.9% Y/Y; EST. +2.6%


according to ignorant Powell ... inflation expectations are well anchored at 2%... he literally said that...

whose expectations? if I may ask

02-27-26  spal

CGEH

Capstone

Small jet engine like generators for power peaking and stability at data centers. Stock settled today. Bought.

02-27-26  carib

HOUSTON, Feb 26 (Reuters) - Venezuela's oil ministry has suspended 19 oil production-sharing contracts with private companies signed under the administration of President Nicolas Maduro, four sources with knowledge of the move told Reuters on Thursday.
The suspension has had no impact on the country's oil and gas output so far, the sources said. State oil giant PDVSA is selling the crude produced under the contracts while they are suspended, they added.

02-27-26  spal

*US JAN. PRODUCER PRICES RISE 0.5% M/M; EST. +0.3%
*US JAN. PRODUCER PRICES RISE 2.9% Y/Y; EST. +2.6%

*US JAN. CORE PPI RISES 0.8% M/M; EST. +0.3%
*US JAN. CORE PPI RISES 3.6% Y/Y; EST. +3.0%

02-27-26  spal

FRO:

Enjoy the gap up. The $1.03 dividend announcement will likely draw in income funds today. Target: $40.00+.

02-27-26  spal

Antimony Index

https://businessanalytiq.com/procurementanalytics/index/antimony-price-index/

I am likely to increase my PPTA position.

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