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Julius David

@GlobalNomad2030 • 1,125 subscribers

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Namibia has zero oil refineries. Every litre is imported, almost all through Walvis Bay. For 30+ years the state tried to own the trade through NAMCOR. It kept losing to the same thing, money: N$195m gone in 9 months (2008, Glencore) N$1.1bn owed to Gunvor (2024) N$7.2bn deal handed to Vitol (2026), NAMCOR bypassed Vitol needed no state guarantee. NAMCOR did. Balance sheet beats licence. Own the port, not the trade? #GlobalArbitrage #Namibia #NAMCOR #Energy #Commodities

Namibia has zero oil refineries. Every litre is imported, almost all through Walvis Bay. For 30+ years the state tried to own the trade through NAMCOR. It kept losing to the same thing, money: N$195m gone in 9 months (2008, Glencore) N$1.1bn owed to Gunvor (2024) N$7.2bn deal handed to Vitol (2026), NAMCOR bypassed Vitol needed no state guarantee. NAMCOR did. Balance sheet beats licence. Own the port, not the trade? #GlobalArbitrage #Namibia #NAMCOR #Energy #Commodities

30,979 просмотров • 1 месяц назад

“Order with me” killed Streethouse’s moat, same with what SHEIN & Temu is doing to other retailers, car dealerships are next, cars from Japan, UK, Singapore outcompeting the incumbent.

“Order with me” killed Streethouse’s moat, same with what SHEIN & Temu is doing to other retailers, car dealerships are next, cars from Japan, UK, Singapore outcompeting the incumbent.

10,831 просмотров • 20 дней назад

In Namibia, your home loan rate is really set in Pretoria. N$ has been pegged 1:1 to the rand since 1993. Oil from ~2029 could change that, the way diamonds let Botswana leave the rand. Time for Namibia to have this conversation, or still too early? #Namibia #Oil #RandPeg #AfricanMarkets #Botswana

In Namibia, your home loan rate is really set in Pretoria. N$ has been pegged 1:1 to the rand since 1993. Oil from ~2029 could change that, the way diamonds let Botswana leave the rand. Time for Namibia to have this conversation, or still too early? #Namibia #Oil #RandPeg #AfricanMarkets #Botswana

11,830 просмотров • 1 месяц назад

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