Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

every volkswagen

CEO of Antifa

2,799 subscribers

158,072 views • 3 days ago •via X (Twitter)

Autos & Vehicles

Anya Rossi• Live Now

Private livecam show

29 Comments

Marx Verstappen3 days ago

What in the living shit could the original context for this have possibly been lmfao

quattro3 days ago

Average EA888 occurrence

CEO of Antifa3 days ago

It's the case with every engine name starting with "EA"

pegged goonsack🇨🇳3 days ago

It requests the more expensive oil too :(

a mercury sable3 days ago

Don’t forget coolant

Janberk3 days ago

1.8 tsi moment

SwagKirb3 days ago

Hyundai Engines

Gustavo9993 days ago

Whats the source of this masterpiece

Kamaqueen3 days ago

Why is this bitmoji ridiculously hot

William Clark3 days ago

never has there been a more clear sign to Re-enlist

Golf’s Glass Camera 📷3 days ago

The NorthernLion dub of this will never ever leave my random access memory

𝐋𝐞 𝐋𝐨𝐛𝐨𝐭𝐨𝐦𝐢𝐬𝐚𝐭𝐞𝐮𝐫3 days ago

I drive a VW and I have no idea what the fuck this means

Jake Salazar3 days ago

Pontiac G8 GT enters the chat*

Willie D Jenkins3 days ago

Honda has a habit as well

Patrick3 days ago

Tiguan valve guides go brrr

Chris 💫2 days ago

👀

MessiDaGOAT🇬🇹🦀3 days ago

my K series

ᛁᛘᛁᛚ ᛋᛏᛆᚴ2 days ago

Shit drives say: idk man, feel like "insert any car brand" burns alot of oil.

Leoleo2 days ago

@Sopepilled

Erica Martin3 days ago

@EricMTerrill1 audio on lol

The_Greyman2 days ago

🤣🤣🤣

A-LEX3 days ago

more like Peugeot's

HaruWerks!3 days ago

Common Chevy issue

TheRailroadingWeeb(Long Island & Western)3 days ago

The S.S. Alpena:

pete adida3 days ago

lol

foxracer17033 days ago

Greta you WHORE. Oil pressure switch eating asssssss.

sean 🇭🇺🏴󠁧󠁢󠁷󠁬󠁳󠁿🇸🇰3 days ago

knew this was going to be a US tweet EA188 supremacy unfortunately, and you dont even get Škoda, double unfortunate.

a2 days ago

@pk55154784

Sanko3 days ago

Pov your northstar engine is talking to you

Related Videos

Fun at every turn, safe on every terrain, and stunning everywhere. No drive is just another drive when #YouAreInAVolkswagen. #VolkswagenTaigun #VolkswagenVirtus #VolkswagenTiguan #VolkswagenIndia #Volkswagen

Fun at every turn, safe on every terrain, and stunning everywhere. No drive is just another drive when #YouAreInAVolkswagen. #VolkswagenTaigun #VolkswagenVirtus #VolkswagenTiguan #VolkswagenIndia #Volkswagen

Volkswagen India

29,365 views • 3 years ago

Bro couldn’t afford the legendary Volkswagen SP2, so he bought a rusted one and rebuilt every single part from the ground up. Rate this build.

Bro couldn’t afford the legendary Volkswagen SP2, so he bought a rusted one and rebuilt every single part from the ground up. Rate this build.

EverythingCar_X

49,033 views • 1 month ago

Europe’s industrial death spiral is accelerating. Volkswagen is laying off 100,000 while every major German carmaker — plus steel and chemicals — moves production to America. Last one out turn off the socialism.

Europe’s industrial death spiral is accelerating. Volkswagen is laying off 100,000 while every major German carmaker — plus steel and chemicals — moves production to America. Last one out turn off the socialism.

Peter St Onge, Ph.D.

209,256 views • 3 months ago

A Chinese visitor shared what he saw at the Australian auto show: "Every booth of Chinese car is packed with visitors." "Ford and Volkswagen, the traditionals, saw sparse crowds." Chinese EVs are now the global favorites.

A Chinese visitor shared what he saw at the Australian auto show: "Every booth of Chinese car is packed with visitors." "Ford and Volkswagen, the traditionals, saw sparse crowds." Chinese EVs are now the global favorites.

Li Zexin 李泽欣

48,717 views • 5 months ago

Speaking at the Volkswagen Group Africa 75th Anniversary Gala Dinner in Kariega, President Cyril Ramaphosa 🇿🇦 celebrated the remarkable contribution of the Kariega plant to the country’s automotive industry. The President highlighted that every Volkswagen Polo exported outside South Africa is built by South African workers at the Kariega plant, with close to five million vehicles produced at the facility over the past 75 years. #InvestSA #AWorkingNation

Speaking at the Volkswagen Group Africa 75th Anniversary Gala Dinner in Kariega, President Cyril Ramaphosa 🇿🇦 celebrated the remarkable contribution of the Kariega plant to the country’s automotive industry. The President highlighted that every Volkswagen Polo exported outside South Africa is built by South African workers at the Kariega plant, with close to five million vehicles produced at the facility over the past 75 years. #InvestSA #AWorkingNation

The Presidency 🇿🇦

13,293 views • 1 month ago

We just dropped the first episode of Quantum Matters, our first podcast! D-Wave's Murray Thom kicked things off with Martin Hofmann, Former Volkswagen Group CIO and Technology Executive. Martin breaks down why routing millions of vehicles in real time is a problem classical computers struggle to solve, and what happened when Volkswagen put quantum to the test. Look for a new episode every other week wherever you get your podcasts. 🎧 Listen now on all major platforms:

We just dropped the first episode of Quantum Matters, our first podcast! D-Wave's Murray Thom kicked things off with Martin Hofmann, Former Volkswagen Group CIO and Technology Executive. Martin breaks down why routing millions of vehicles in real time is a problem classical computers struggle to solve, and what happened when Volkswagen put quantum to the test. Look for a new episode every other week wherever you get your podcasts. 🎧 Listen now on all major platforms:

D-Wave

15,632 views • 6 months ago

The Polo is 50! And there have been some rather fine iterations over the years. We’d go for a Breadvan, every day of the week! But which of the honeys from this great Volkswagen News video would you take home? 🏁🛞🇩🇪

The Polo is 50! And there have been some rather fine iterations over the years. We’d go for a Breadvan, every day of the week! But which of the honeys from this great Volkswagen News video would you take home? 🏁🛞🇩🇪

Hagerty UK

36,022 views • 8 months ago

Volkswagen - Great cars and build to last Dealerships - Busy completing financial service targets, push for exchange every 4th year A recipe for a disaster as monthly sales suggest. As a staunch supporter I am always ready to help to fix this if someone actually cares.

Volkswagen - Great cars and build to last Dealerships - Busy completing financial service targets, push for exchange every 4th year A recipe for a disaster as monthly sales suggest. As a staunch supporter I am always ready to help to fix this if someone actually cares.

Sunderdeep - Volklub

37,600 views • 8 months ago

I say Wall Street will push the price of eBay above $125, possibly toward $145, to make the takeover fail. 💩🩳 Because in my opinion, hedge funds are hoping that Ryan Cohen continues diluting GameStop stock. Every additional share offering would relieve pressure on short sellers by increasing the available float. If a takeover were actually completed and GameStop suddenly gained access to a massive e-commerce network, stronger cash flow, and new revenue streams, the entire short thesis could collapse. That is why I believe they would do everything possible to stop such a scenario from happening. From my perspective, the only real way out for many shorts would be to buy time and hope for a major market crash. If the markets collapse, liquidity dries up, and debt becomes more expensive, even strong companies can come under pressure. The shorts would likely hope that financial stress and market panic could weaken GameStop over time. This strongly reminds me of what happened between Porsche and Volkswagen during the 2008 financial crisis. Back then, Porsche wanted to take over Volkswagen and had already gained control of 74.1% of VW shares through direct ownership and options. Hedge funds were massively short Volkswagen and got trapped in one of the biggest short squeezes in history. For a short moment, Volkswagen became the most valuable company in the world. But then the global financial crisis began. Credit markets froze, financing became a huge problem, and in the end Porsche itself came under pressure. Eventually, Volkswagen ended up rescuing and absorbing Porsche instead. That is why I believe some players today may be hoping for history to repeat itself: buy time, force dilution, drain liquidity, crash the markets, and hope that a financial crisis becomes stronger than GameStop’s transformation. $GME 🏴‍☠️

I say Wall Street will push the price of eBay above $125, possibly toward $145, to make the takeover fail. 💩🩳 Because in my opinion, hedge funds are hoping that Ryan Cohen continues diluting GameStop stock. Every additional share offering would relieve pressure on short sellers by increasing the available float. If a takeover were actually completed and GameStop suddenly gained access to a massive e-commerce network, stronger cash flow, and new revenue streams, the entire short thesis could collapse. That is why I believe they would do everything possible to stop such a scenario from happening. From my perspective, the only real way out for many shorts would be to buy time and hope for a major market crash. If the markets collapse, liquidity dries up, and debt becomes more expensive, even strong companies can come under pressure. The shorts would likely hope that financial stress and market panic could weaken GameStop over time. This strongly reminds me of what happened between Porsche and Volkswagen during the 2008 financial crisis. Back then, Porsche wanted to take over Volkswagen and had already gained control of 74.1% of VW shares through direct ownership and options. Hedge funds were massively short Volkswagen and got trapped in one of the biggest short squeezes in history. For a short moment, Volkswagen became the most valuable company in the world. But then the global financial crisis began. Credit markets froze, financing became a huge problem, and in the end Porsche itself came under pressure. Eventually, Volkswagen ended up rescuing and absorbing Porsche instead. That is why I believe some players today may be hoping for history to repeat itself: buy time, force dilution, drain liquidity, crash the markets, and hope that a financial crisis becomes stronger than GameStop’s transformation. $GME 🏴‍☠️

Mr Infinity

15,409 views • 4 months ago

German AfD Leader Alice Weidel: Month after month, 15,000 industrial jobs are being lost. The automotive industry is in decline. Even Volkswagen warns that 100,000 jobs are at risk. Suppliers and service providers are falling like dominoes. Hardly a week goes by without more bad news. Germany's small and medium-sized businesses are running out of reserves. A wave of insolvencies is driving prosperity and good jobs out of Germany. Every 20 minutes, a German company goes bankrupt. Productive investment in the future has fallen to zero. Germany has fallen behind in international competition.

German AfD Leader Alice Weidel: Month after month, 15,000 industrial jobs are being lost. The automotive industry is in decline. Even Volkswagen warns that 100,000 jobs are at risk. Suppliers and service providers are falling like dominoes. Hardly a week goes by without more bad news. Germany's small and medium-sized businesses are running out of reserves. A wave of insolvencies is driving prosperity and good jobs out of Germany. Every 20 minutes, a German company goes bankrupt. Productive investment in the future has fallen to zero. Germany has fallen behind in international competition.

Clash Report

51,146 views • 2 months ago

Every donation, every volunteer initiative, and any help is important and brings us closer to the day when tens of millions of people will be able to return to peaceful life, the world - to restoration, and stalkers - to the Zone. S.T.A.L.K.E.R. OFFICIAL, together with NAVI and MK Foundation, has jointly purchased and prepared to dispatch 100 Volkswagen Transporters. The first batches of cars are already in the hands of defenders of Ukraine, helping them defend our land and freedom. Four of them are already at the disposal of "Da Vinci Wolves", and another thirteen have been transferred to the 41st Separate Mechanized Brigade. We are proud to assist the Armed Forces of Ukraine in their heroic work! We continue working to bring victory closer. There are many ways you can make a positive impact and help support Ukraine. Every contribution, no matter how small, makes a difference.

Every donation, every volunteer initiative, and any help is important and brings us closer to the day when tens of millions of people will be able to return to peaceful life, the world - to restoration, and stalkers - to the Zone. S.T.A.L.K.E.R. OFFICIAL, together with NAVI and MK Foundation, has jointly purchased and prepared to dispatch 100 Volkswagen Transporters. The first batches of cars are already in the hands of defenders of Ukraine, helping them defend our land and freedom. Four of them are already at the disposal of "Da Vinci Wolves", and another thirteen have been transferred to the 41st Separate Mechanized Brigade. We are proud to assist the Armed Forces of Ukraine in their heroic work! We continue working to bring victory closer. There are many ways you can make a positive impact and help support Ukraine. Every contribution, no matter how small, makes a difference.

S.T.A.L.K.E.R. OFFICIAL

837,762 views • 3 years ago

Volkswagen Amarok and Toyota Hilux delivered for 1st Preisdential Brigade "Kondor" Azov 1st Corps‼️ My dad was one of the drivers, who drove a vehicle all the way from 🇪🇪 to 🇺🇦 and to the hands of the defenders at the front! We currently have many requests from Sumy, Kupiansk Lyman, Pokrovsk and other difficult areas‼️ We need 3 reliable vehicles for evacuations URGENTLY + starlinks, powerstations, anti drone systems, drone detectors, generators! The requests are big, but bit by bit we can help, if you are willing to continue your support! Every $ matters, so please help if you can

Volkswagen Amarok and Toyota Hilux delivered for 1st Preisdential Brigade "Kondor" Azov 1st Corps‼️ My dad was one of the drivers, who drove a vehicle all the way from 🇪🇪 to 🇺🇦 and to the hands of the defenders at the front! We currently have many requests from Sumy, Kupiansk Lyman, Pokrovsk and other difficult areas‼️ We need 3 reliable vehicles for evacuations URGENTLY + starlinks, powerstations, anti drone systems, drone detectors, generators! The requests are big, but bit by bit we can help, if you are willing to continue your support! Every $ matters, so please help if you can

Harri_EST🇪🇪🇺🇦

18,471 views • 11 months ago

The biggest mechanical change on the new Škoda India Kushaq - the 8 speed AQ300 torque converter automatic gearbox. It's made in China, 10% cheaper than the Japanese AQ200 6 speed unit it replaces. Intention? To make the Kushaq and other affordable Volkswagen cars more fuel efficient. How? By keeping the engine in the peak torque and efficiency band. More gear ratios mean better control over this! What other cars will get this gearbox? Kylaq (already has), Taigun Facelift, Virtus Facelift and the new sub-4 meter VW SUV (Tera?). Eventually, I see the 8 speed automatic gearbox filtering down to every other car that currently uses the 6 speed AISIN automatic. This is one the many measures automakers will take to make cars more fuel efficient, and meet the upcoming CAFE3 norms. Once upon a time, a 6 speed automatic was a big thing. How times change! CarToq

The biggest mechanical change on the new Škoda India Kushaq - the 8 speed AQ300 torque converter automatic gearbox. It's made in China, 10% cheaper than the Japanese AQ200 6 speed unit it replaces. Intention? To make the Kushaq and other affordable Volkswagen cars more fuel efficient. How? By keeping the engine in the peak torque and efficiency band. More gear ratios mean better control over this! What other cars will get this gearbox? Kylaq (already has), Taigun Facelift, Virtus Facelift and the new sub-4 meter VW SUV (Tera?). Eventually, I see the 8 speed automatic gearbox filtering down to every other car that currently uses the 6 speed AISIN automatic. This is one the many measures automakers will take to make cars more fuel efficient, and meet the upcoming CAFE3 norms. Once upon a time, a 6 speed automatic was a big thing. How times change! CarToq

JayPrashanth

52,769 views • 8 months ago

Five young men killed when a Volkswagen Passat travelling the wrong way along the A66 collided head-on with a police vehicle near Middlesbrough have been named locally as Makai Saddington, Cole Worthy, Theo Rae, Michael Cahill and a fifth man named by friends as Jacob. Cleveland Police has not yet formally released the identities of the five occupants, meaning the names remain subject to official confirmation. Friends of Jacob have posted tributes on social media saying how much they miss him following the crash. BPI News has also seen social-media footage showing Saddington, 18, driving at speed and appearing in cars while wearing a balaclava. Other material associated with him appears to show vehicles being driven at speed during encounters with police. The footage does not establish the circumstances of every incident shown. BPI News has found that Cleveland Police previously issued a missing-person appeal in May 2025 for a 16-year-old Middlesbrough boy named Cole Worthy. The two Cleveland Police officers killed in the other vehicle have been formally identified as PC Matthew Blades and PC Tom Clough. All seven people were pronounced dead at the scene following the collision at around 3.39am on Saturday. The Passat had earlier been pursued after officers spotted what the IOPC described as a suspicious vehicle. The pursuit was discontinued after the Volkswagen entered the A66 travelling in the wrong direction, before it struck the marked police vehicle. PC Blades and PC Clough were travelling in the correct direction and were not in the police vehicle which had originally been pursuing the Passat. The IOPC is investigating the circumstances leading to the collision. #Middlesbrough #A66 #ClevelandPolice

Five young men killed when a Volkswagen Passat travelling the wrong way along the A66 collided head-on with a police vehicle near Middlesbrough have been named locally as Makai Saddington, Cole Worthy, Theo Rae, Michael Cahill and a fifth man named by friends as Jacob. Cleveland Police has not yet formally released the identities of the five occupants, meaning the names remain subject to official confirmation. Friends of Jacob have posted tributes on social media saying how much they miss him following the crash. BPI News has also seen social-media footage showing Saddington, 18, driving at speed and appearing in cars while wearing a balaclava. Other material associated with him appears to show vehicles being driven at speed during encounters with police. The footage does not establish the circumstances of every incident shown. BPI News has found that Cleveland Police previously issued a missing-person appeal in May 2025 for a 16-year-old Middlesbrough boy named Cole Worthy. The two Cleveland Police officers killed in the other vehicle have been formally identified as PC Matthew Blades and PC Tom Clough. All seven people were pronounced dead at the scene following the collision at around 3.39am on Saturday. The Passat had earlier been pursued after officers spotted what the IOPC described as a suspicious vehicle. The pursuit was discontinued after the Volkswagen entered the A66 travelling in the wrong direction, before it struck the marked police vehicle. PC Blades and PC Clough were travelling in the correct direction and were not in the police vehicle which had originally been pursuing the Passat. The IOPC is investigating the circumstances leading to the collision. #Middlesbrough #A66 #ClevelandPolice

BPI News

36,049 views • 1 month ago

It actually happened, cars are now being sold with their full horsepower locked behind a paid subscription “Volkswagen just did something that should make every car owner furious. They’re selling their electric ID3 with its full horsepower locked behind a paid subscription. The car comes from the factory with 228 horsepower, but if you don’t pay a monthly fee, it’s software limited to just 201. For about $22 a month, they’ll flip a digital switch and unlock the power that was already inside the car that you paid for. First, BMW tried to sell you a subscription for heated seats. Now VW is selling you a subscription for your engine. Their defense? It gives customers a sportier driving experience without a higher initial purchase price. But this isn’t just about cars. This is the future they want for everything. Imagine a monthly key to use the high heat setting on your oven or the fast cycle on your dishwasher. You don’t own the product. You’re just renting its best features.”

It actually happened, cars are now being sold with their full horsepower locked behind a paid subscription “Volkswagen just did something that should make every car owner furious. They’re selling their electric ID3 with its full horsepower locked behind a paid subscription. The car comes from the factory with 228 horsepower, but if you don’t pay a monthly fee, it’s software limited to just 201. For about $22 a month, they’ll flip a digital switch and unlock the power that was already inside the car that you paid for. First, BMW tried to sell you a subscription for heated seats. Now VW is selling you a subscription for your engine. Their defense? It gives customers a sportier driving experience without a higher initial purchase price. But this isn’t just about cars. This is the future they want for everything. Imagine a monthly key to use the high heat setting on your oven or the fast cycle on your dishwasher. You don’t own the product. You’re just renting its best features.”

Wall Street Apes

790,443 views • 1 year ago

Adam Carolla watched a Volkswagen commercial and had the same reaction most people probably did: “Wait… what am I even looking at?” In the ad, a biracial gay couple drives off in a Tiguan and basically adopts a sheep like it’s a rescue dog. Carolla pointed out on the Megyn Kelly Show that you have to watch it multiple times just to remember they’re trying to sell an SUV. The messaging became so layered that the actual product got lost. It’s a perfect snapshot of how far some advertising has drifted — prioritizing social signaling over clarity. When the story overshadows the product that badly, something’s off in the creative brief. Good advertising used to understand human nature and sell effectively. When it stops doing that, brands lose customers and audiences tune out the noise. I think Carolla’s frustration resonates because a lot of us are tired of feeling lectured in every commercial instead of just being shown why something is worth buying. Have you noticed ads that felt more like statements than actual selling? Which ones stand out to you?

Adam Carolla watched a Volkswagen commercial and had the same reaction most people probably did: “Wait… what am I even looking at?” In the ad, a biracial gay couple drives off in a Tiguan and basically adopts a sheep like it’s a rescue dog. Carolla pointed out on the Megyn Kelly Show that you have to watch it multiple times just to remember they’re trying to sell an SUV. The messaging became so layered that the actual product got lost. It’s a perfect snapshot of how far some advertising has drifted — prioritizing social signaling over clarity. When the story overshadows the product that badly, something’s off in the creative brief. Good advertising used to understand human nature and sell effectively. When it stops doing that, brands lose customers and audiences tune out the noise. I think Carolla’s frustration resonates because a lot of us are tired of feeling lectured in every commercial instead of just being shown why something is worth buying. Have you noticed ads that felt more like statements than actual selling? Which ones stand out to you?

Camus

210,387 views • 5 months ago

This was the moment Truman realised he was living in a simulation. Our reality could also be a simulation. Elon Musk says its almost a certainty. "I predict that in just a moment we will see a lady on a red bike, followed by a man with flowers and a Volkswagen Beetle with a dented fender." The extras appear exactly as he says. The cars lock into place at every turn, beautifully synchronized. When he notices, the reply is that he is only upset because he wants to go to Fiji. This is the scene where Truman starts seeing the seams. His entire life has been a constructed television production. The people closest to him are actors following a script. The Truman Show is fiction from 1998. The question it raises is not. We have no reliable way to prove we are living in base reality rather than a designed environment. Perfect coincidences, repeating patterns, and moments that feel staged happen to most people. The majority never test the edges the way Truman did. Most of us just keep driving.

This was the moment Truman realised he was living in a simulation. Our reality could also be a simulation. Elon Musk says its almost a certainty. "I predict that in just a moment we will see a lady on a red bike, followed by a man with flowers and a Volkswagen Beetle with a dented fender." The extras appear exactly as he says. The cars lock into place at every turn, beautifully synchronized. When he notices, the reply is that he is only upset because he wants to go to Fiji. This is the scene where Truman starts seeing the seams. His entire life has been a constructed television production. The people closest to him are actors following a script. The Truman Show is fiction from 1998. The question it raises is not. We have no reliable way to prove we are living in base reality rather than a designed environment. Perfect coincidences, repeating patterns, and moments that feel staged happen to most people. The majority never test the edges the way Truman did. Most of us just keep driving.

Interstellar

12,783 views • 1 month ago

$5 trillion in sovereign wealth is being rethought right now. And most investors have no idea what that means for their portfolios. Gulf sovereign wealth funds (Saudi Arabia's PIF, Abu Dhabi's ADIA, Qatar's QIA) collectively control roughly $5 trillion in global assets. They own stakes in Volkswagen, Barclays, Glencore, Harrods, the Shard, Heathrow Airport, and Canary Wharf. They're anchored across European blue chips, US Treasuries, Silicon Valley tech, and Manhattan real estate. These funds were built for a rainy day. And it's POURING. One month into the Iran war, the damage is adding up FAST. Saudi Arabia was forced to cut oil production from 10.4 million barrels per day in February to 8 million in March. At Brent above $110, that's over $8 billion in lost crude revenue in a single month. Add the shutdown of LPG terminals and surging insurance costs, and Saudi's total first month losses climb to roughly $10 billion. The UAE got hit differently. Not just oil disruption - Iran's drones struck data centers, ports, and aviation infrastructure. Dubai and Abu Dhabi built their global brand on logistics, tourism, and trade. All three are now under severe strain. Qatar may have it worst though. Its core LNG export infrastructure took direct hits. The $580 billion QIA owns trophy assets across Europe - 17% of Volkswagen, stakes in Barclays, Glencore, the London Stock Exchange, plus Harrods, Heathrow, and the Shard. If the conflict drags on, some of those crown jewels may need to become cash. 3 of the 4 largest GCC economies have already BEGUN internal reviews of their investment strategies. They're reviewing existing contracts. Evaluating force majeure clauses. Reconsidering hundreds of billions in US investment pledges made to Trump just last year. Here's what I want you to understand: These funds don't just own stocks and buildings. They ARE the market in many corners of it. When the third largest shareholder in Volkswagen starts thinking about liquidity, that's a structural event - not just a portfolio adjustment. And the math is getting worse by the day. Saudi Arabia's 2026 budget was ALREADY built on a $44 billion deficit. Public debt was projected to hit $430 billion. Oil still accounts for 54% of state revenues. Every month this war continues forces Riyadh to choose between slowing Vision 2030 megaprojects or borrowing more on international markets. The good news (if you can call it that) is these funds hold significant liquid assets. ADIA reports 60-75% of its portfolio in public equities and debt. They can sell without fire-sale conditions. But "can sell" and "the market absorbs it smoothly" are two very different things. The IEA's Fatih Birol said last week that April will be MUCH worse than March for oil supply. The ships that were already in transit when the war started have now delivered. Nothing new is coming through Hormuz. The physical reality is catching up to paper prices. Brent is at $111 today. Goldman says $150-200 if the blockade persists through June. This is literally the worst energy disruption in history - bigger than '73, bigger than the Gulf War, bigger than the Russian gas cutoff. Meanwhile, gold sits at $4,675. Up over 25% since early 2025. The sovereign wealth fund story is the SECOND ORDER effect nobody's pricing in. Oil disruption is the headline. The possibility of $5 trillion in institutional capital being redeployed, liquidated, or frozen is the aftershock. When governments face existential short-term risk, long-term investment horizons collapse overnight. That's not theory. That's happening RIGHT NOW across the Gulf. Own gold. Own energy. Stay out of the way of forced sellers.

George Noble

78,487 views • 6 months ago