04-16-26 leopardo
Of course Pana.
More gains to come
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04-15-26 panasonic
Leo, anything more valuable than big oil wells out of the middle east?
The big mess, Democrat's policy of "laissez-faire" in their back yard. |
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04-15-26 panasonic
"Shoemaker rebrands as AI company ..."
Shoes for intelligent people only? I don't qualify :-))) |
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04-15-26 savo
Chris Martenson just dropped a no-nonsense breakdown: Oil and gas prices in the United States and Europe are about to explode a lot higher. Trump's boasts about empty tankers rushing in for America's "sweetest oil" sound impressive on the surface, yet the actual data paints a far more urgent picture of limits, shortfalls, and inevitable chaos ahead.
THE TANKER BOAST DEBUNKED
➡️ Trump claims massive numbers of completely empty oil tankers are heading to the United States right now to load up on the best oil and gas anywhere.
➡️ Those tankers always arrive empty — that is simply how the shipping system works every single day.
➡️ The map of tankers coming and going around the US ports looks exactly like this year-round.
THE CRUDE OIL TRUTH
➡️ The United States remains a net importer of crude oil — importing 6.3 million barrels per day and exporting only 4.1 million in the latest week, for a net import of over 2 million barrels daily.
➡️ Domestic crude production has been flattening out for two and a half years and hit its all-time monthly peak back in October 2025.
➡️ At best the US can squeeze out an extra 1 million barrels per day due to port loading limits and logistics — nowhere near enough to matter.
THE NGL CONFUSION
➡️ Officials and headlines proudly declare America is a net petroleum exporter.
➡️ That label lumps in natural gas plant liquids — ethane, propane, butane, and similar light hydrocarbons that make up the bulk of those exports.
➡️ These substances cannot run cars, jets, ships, or pave roads — they serve industrial, heating, and petrochemical uses only.
THE MASSIVE SHORTFALL
➡️ OPEC Plus output has dropped by 8 million barrels per day and is now completely missing from global supply.
➡️ The United States cannot come close to covering that gap no matter how many tankers arrive.
➡️ The Persian Gulf disruptions are already driving diesel and gasoline prices higher, with forecasts hitting $4.40 per gallon this month.
THE INVENTORY PRESSURE
➡️ Commercial crude and product inventories sit near the low end of normal ranges.
➡️ Jet fuel stocks have been trending down all year while the Strategic Petroleum Reserve releases remain tiny at roughly 250,000 barrels per day.
➡️ Any ramp-up in exports will pull straight from already tight stocks and push prices even higher.
THE BOTTOM LINE
The United States does not have surplus crude oil sitting ready to rescue the world — the math simply does not add up.
Every extra barrel shipped out now accelerates the drawdown that markets have been ignoring. |
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04-15-26 spal
Because it can't find its mines?
;))) |
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04-15-26 carib
Iran could consider allowing ships to sail freely through the Oman side of the Strait of Hormuz without risk of attack as part of proposals it has offered in negotiations with the United States if a deal is clinched to prevent renewed conflict, a source briefed by Tehran said.
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04-15-26 leopardo
Seems that something is cooking Carib
We will son discover…. |
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04-15-26 carib
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04-15-26 spal
Allbirds just sold its entire shoe business for $39M and is now valued at over $1B as an "AI company" with no servers ...
The bird is the word ... |
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04-15-26 spal
Allbirds has zero history in data centers, hardware procurement, or cloud architecture.
It now proposes transitioning from merino wool shoes to high-performance computing ... |
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04-15-26 spal
Allbirds, Inc. (BIRD)
18.18
+15.69
(+629.16%)
Shoemaker rebrands as AI company ...
LMAO
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04-15-26 victor
| Magyar suspende la emisión de la televisión pública por ser propaganda: «Tratan de fingir que son medios libres» |
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04-15-26 Merlino
https://www.eluniversal.com/politica/231108/laura-dogu-finaliza-su-mision-en-venezuela-john-barrett-asumira-como-el-nuevo-encargado-de-negocios
Good, bad, neutral?
Prices continue climbing irrespective of daily oil prices and ME/Iran situation
It seems something not visible yet is cooking |
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04-15-26 spal
TRMD
TORM PLC Class A
30.76 (+4.27%)
Doing god's work
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04-15-26 victor
dt now threatening the uk with trade :-))
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Starmer ‘not going to yield’ to Trump demands to join Iran war
British PM Starmer has insisted he is not going to yield to pressure from Trump, after the US president threatened to change the terms of a trade deal with the UK following its refusal to get involved in the war on Iran.
“My position on the Iran war has been clear from the start. We’re not going to get dragged into this war. It is not our war,” the UK leader told MPs.
“I’m not going to change my mind. I’m not going to yield. It is not in our national interest to join this war, and we will not do so.” |
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04-15-26 carib
| Panas the possible upside for lower coupons bonds is the recognition of NY legal 9% interest rates post maturity, irrespective of original coupon |
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04-15-26 panasonic
Small example on how supply dominance works:
https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/ |
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04-15-26 panasonic
| Carib, same here but lazy me didn't. |
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04-15-26 carib
| Milei's anti inflation strategy hitting a low wall? |
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04-15-26 carib
Thanks Savo.
Indeed, as a US protectorate, Veny bonds could trade close to Panama. Hence the potential doubling.
Should have switched all into high coupons ones when they were all trading at similar prices under sanctions, in hindsight... |
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04-15-26 victor
pt, looks promising
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Ucrania asegura que ha tomado por primera vez una posición rusa empleando solo robots
La guerra del futuro hace tiempo que se libra en Ucrania
Desde el uso intensivo de los drones a la adopción de la IA: la contienda europea es escenario de avances tecnológicos que están redefiniendo el mundo bélico. La iniciativa innovadora la lleva Kyiv, fruto de su necesidad de compensar su inferioridad militar frente a Moscú, y ayer Volodímir Zelenski quiso presumir de ello: en un mensaje difundido en redes sociales, el presidente ucraniano anunció que, por primera vez, su ejército ha tomado una posición rusa empleando exclusivamente unidades robotizadas.
Según el mandatario, en la operación intervinieron “vehículos terrestres no tripulados y drones”, y los enemigos se rindieron sin necesidad de que ningún soldado ucraniano se desplegara en el lugar. |
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04-15-26 savo
carib.. in terms of new nominal... then they will discuss tenor and coupons.
NPV is a fiction as nobody knows the IRR that the market will put on veni when the new bonds are delivered.
In any case that is my guess... and given that I think veni will trade at 6% and the coupon to be in than region... i expect a doubling from here.
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04-15-26 pillz
Iran less likely to compromise in US talks as its isolation grows, analyst warns
https://www.jpost.com/middle-east/article-892990 |
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04-15-26 pillz
Naval Blockade and the Second Phase of the War; Iran’s Economy Could Collapse Within 3 Months
https://themedialine.org/top-stories/naval-blockade-and-the-second-phase-of-the-war-irans-economy-could-collapse-within-3-months/ |
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04-15-26 pillz
| bought back putas of MSFT , EWY ,,, still holding short putas of ASML that will give their result at 7am Amsterdam time , and still holding a lot of of putas short in Belgium and Holland more longer term maturity , and of cause still short putas and calls on JNUG .... |
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04-15-26 pillz
| “It’s not about whether there is progress in the peace talks, it’s about whether we can reasonably hope that there might be progress in the peace talks,” said Steve Sosnick, chief strategist at Interactive Brokers LLC. “Vibes are more powerful than reality.” |
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04-15-26 pillz
Removal of enriched uranium 'threshold condition' for ending Iran campaign, Katz says
The removal of enriched uranium from Iran is a "threshold condition" for Israel ending its campaign in Iran, Defense Minister Israel Katz said on Tuesday during a Holocaust Remembrance Day statement.
"The enriched material could serve as a basis for an attempt to restart the nuclear project," said Katz, adding "the US and Israel defined the removal of the material from Iran as a threshold condition for ending the campaign." |
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