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Liam Delap • The ULTIMATE Deep Dive ➡️ Drives ala Elkjaer from deep after receiving ➡️ Powerful striking but lacks subtlety ➡️ Killer passing is clunky (No Kane) ➡️ Drifts to LW to create 1 v 1s ➡️ Press machine Full Vid: #mufc #CFC #Arsenal #LFC

Pythagoras In Boots ⚽️

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248,671 Aufrufe • vor 1 Jahr •via X (Twitter)

Sport #mufc #CFC #Arsenal #LFC

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Profilbild von Clint (Ely @ Martians vs Roughnecks)

Clint (Ely @ Martians vs Roughnecks)vor 1 Jahr

@pythaginboots , who would you see as a better option for Chelsea, Delap or Sesko?

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Valentin Barco 🔵 ⚪️ The ULTIMATE Scout Report ➡️ Master of the through ball (Gradient Grade 80) ➡️ First Phase Receiver who uses momentum of one twos to break press ➡️ Outgrown LB, undergoing Kimmich-like journey ➡️ Dribbling has high end range but inconsistent execution Full Video: If you can't wait, head over to Patreon where it is out early release for Patrons. #chelsea #cfc

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As Zubimendi stars for club and country, Arsenal are currently keeping tabs on Zubimendi-lite, Lucien Agoumé. Agoumé is my top choice to replace Nørgaard as Zubimendi's understudy. He is VERY similar, stylistically. ➡️Ridiculous anticipation to intercept passes ➡️Rarely makes mistakes or miscontrols ➡️Nice switch of play with his passing ➡️Dominant in he air ➡️Dominant in ground duels ➡️Keeps it simple as a perfect recycler ➡️But can also give a killer pass when necessary He doesn't overdo anything and does his job, then gives the ball to more creative maestros ahead of him (CM, AM, wingers), which makes him suited for big teams.

As Zubimendi stars for club and country, Arsenal are currently keeping tabs on Zubimendi-lite, Lucien Agoumé. Agoumé is my top choice to replace Nørgaard as Zubimendi's understudy. He is VERY similar, stylistically. ➡️Ridiculous anticipation to intercept passes ➡️Rarely makes mistakes or miscontrols ➡️Nice switch of play with his passing ➡️Dominant in he air ➡️Dominant in ground duels ➡️Keeps it simple as a perfect recycler ➡️But can also give a killer pass when necessary He doesn't overdo anything and does his job, then gives the ball to more creative maestros ahead of him (CM, AM, wingers), which makes him suited for big teams.

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The Pink Un

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EIGHT YEARS SILVER DEFICIT: WHY THIS CORRECTION IS THE LAST CHANCE TO LOAD UP Swiss-German gold and silver expert Jochen Staiger has spent 44 years in finance including 30 years focused on commodities. He watched gold drop 25 percent and silver plunge 45 percent from their peaks yet he refuses to back down. What he reveals about Asia's relentless buying and the structural supply crunch will make you rethink everything you thought you knew about this correction. THE EXPERT STANDS FIRM ➡️ Swiss-German gold and silver expert Jochen Staiger with 44 years of experience will not throw in the towel. ➡️ He calls gold's 25 percent correction understandable after the massive prior advance. ➡️ Silver's 45 percent decline he describes as totally overdone and exaggerated. ➡️ "I would never throw in the towel" Staiger declares without hesitation. THE GOLD TARGETS AHEAD ➡️ Gold is set to recover swiftly and target the 4800 to 5000 range in the near term. ➡️ It will then move toward 5600 as it retests previous highs. ➡️ The ultimate goal stands at 6300 as this decade unfolds. THE SILVER EXPLOSION COMING ➡️ Silver could reach 164 by the end of this year according to his chart. ➡️ The 184 level comes into view by the first half of 2027 at the latest. ➡️ By the end of the decade he sees 236 to 250 with 300 still on the table. THE ASIAN BUYING FRENZY ➡️ A huge shift is moving metal from weak Western hands straight into strong Asian hands. ➡️ China imported 25000 tons of silver in the first four months alone. ➡️ Physical markets are booming in Singapore Hong Kong Shanghai and now Dubai with instant delivery. ➡️ The COMEX paper system is fading as real physical demand takes center stage. THE SILVER SUPPLY CRUNCH ➡️ The market is now in its eighth consecutive year of structural deficits. ➡️ 1.3 billion ounces have already vanished from inventories. ➡️ COMEX holds just 325 million ounces and new supply from mines will not arrive fast enough. ➡️ Demand from solar power electric vehicles and high tech keeps climbing. THE SMART MONEY OPPORTUNITY ➡️ Retail investors still allocate only 2.7 percent to gold well below past cycles. ➡️ Family offices are slowly raising exposure from 2 to just 3 percent. ➡️ This is far from a crowded trade and the dip presents a rare chance to average down. THE BOTTOM LINE Gold and silver suffered a sharp but healthy correction after a powerful advance. The fundamentals remain rock solid with Asia leading demand and supply constraints tightening every quarter. Those who buy this dip with a clear plan will be rewarded handsomely in the years ahead. The correction ends here. The real rally in gold and silver is about to begin. MY TAKE I don’t think the correction is over yet – not just yet. HT: YouTube Rohstoff Investor #Gold #Silver #PreciousMetals #SilverTo250 #GoldTo6300 #AsiaGoldDemand #BuyTheDip

EIGHT YEARS SILVER DEFICIT: WHY THIS CORRECTION IS THE LAST CHANCE TO LOAD UP Swiss-German gold and silver expert Jochen Staiger has spent 44 years in finance including 30 years focused on commodities. He watched gold drop 25 percent and silver plunge 45 percent from their peaks yet he refuses to back down. What he reveals about Asia's relentless buying and the structural supply crunch will make you rethink everything you thought you knew about this correction. THE EXPERT STANDS FIRM ➡️ Swiss-German gold and silver expert Jochen Staiger with 44 years of experience will not throw in the towel. ➡️ He calls gold's 25 percent correction understandable after the massive prior advance. ➡️ Silver's 45 percent decline he describes as totally overdone and exaggerated. ➡️ "I would never throw in the towel" Staiger declares without hesitation. THE GOLD TARGETS AHEAD ➡️ Gold is set to recover swiftly and target the 4800 to 5000 range in the near term. ➡️ It will then move toward 5600 as it retests previous highs. ➡️ The ultimate goal stands at 6300 as this decade unfolds. THE SILVER EXPLOSION COMING ➡️ Silver could reach 164 by the end of this year according to his chart. ➡️ The 184 level comes into view by the first half of 2027 at the latest. ➡️ By the end of the decade he sees 236 to 250 with 300 still on the table. THE ASIAN BUYING FRENZY ➡️ A huge shift is moving metal from weak Western hands straight into strong Asian hands. ➡️ China imported 25000 tons of silver in the first four months alone. ➡️ Physical markets are booming in Singapore Hong Kong Shanghai and now Dubai with instant delivery. ➡️ The COMEX paper system is fading as real physical demand takes center stage. THE SILVER SUPPLY CRUNCH ➡️ The market is now in its eighth consecutive year of structural deficits. ➡️ 1.3 billion ounces have already vanished from inventories. ➡️ COMEX holds just 325 million ounces and new supply from mines will not arrive fast enough. ➡️ Demand from solar power electric vehicles and high tech keeps climbing. THE SMART MONEY OPPORTUNITY ➡️ Retail investors still allocate only 2.7 percent to gold well below past cycles. ➡️ Family offices are slowly raising exposure from 2 to just 3 percent. ➡️ This is far from a crowded trade and the dip presents a rare chance to average down. THE BOTTOM LINE Gold and silver suffered a sharp but healthy correction after a powerful advance. The fundamentals remain rock solid with Asia leading demand and supply constraints tightening every quarter. Those who buy this dip with a clear plan will be rewarded handsomely in the years ahead. The correction ends here. The real rally in gold and silver is about to begin. MY TAKE I don’t think the correction is over yet – not just yet. HT: YouTube Rohstoff Investor #Gold #Silver #PreciousMetals #SilverTo250 #GoldTo6300 #AsiaGoldDemand #BuyTheDip

Mark

77,673 Aufrufe • vor 1 Monat

ISTANBUL PEACE DEAL KILLED BY UK: PESKOW EXPOSES THE CALL THAT CHANGED EVERYTHING Dmitry Peskow, Putin’s press secretary since 2012, delivered a strikingly direct assessment in a recent interview. He confirmed that Russia’s special military operation has evolved into a full-scale war driven by Western intervention. Most explosively, he detailed the exact moment a signed peace agreement in Istanbul was deliberately derailed. THE WAR TRANSFORMATION ➡️ Peskow stated the operation now looks like a complete war in every respect. ➡️ The Kiev regime became the hub of anti-Russian efforts backed by Europe and America. ➡️ It stood on the verge of NATO integration and hosting foreign troops plus weapons aimed at Russia. ➡️ No European capital and no Biden administration would listen to Russian security warnings. THE ISTANBUL SABOTAGE ➡️ A complete agreement was negotiated, written, and confirmed by both sides on 22 April in Istanbul. ➡️ Every page and every clause had already been approved. ➡️ London stepped in at that precise moment. ➡️ Major called Zelensky and asked him not to sign the document. ➡️ Kiev demanded a gesture of goodwill from Russia without “a gun to the head.” ➡️ Putin ordered the withdrawal of troops from the Kiev region as that exact gesture. ➡️ This marked the first time a European country actively championed war over peace. THE PROXY WAR REALITY ➡️ Europe and the United States now deliver millions of tons of weapons and ammunition to the Kiev regime. ➡️ They supply military advisors and hand over complete satellite surveillance results. ➡️ Western satellites are used to designate targets for Ukrainian strikes. ➡️ Artificial intelligence supports the regime’s military operations. ➡️ If this is not direct participation, Peskow asked, then what is it? THE EUROPEAN MILITARIZATION ➡️ Europe accepted it can no longer rely on American security guarantees. ➡️ The EU is transforming into an economic and military bloc. ➡️ Many capitals now spend around 5% of national GDP on defense. ➡️ To justify this to taxpayers, Russia is painted as the absolute evil on European soil. ➡️ This amounts to total brainwashing that diverts money from hospitals and schools into weapons. THE BOTTOM LINE Peskow made it clear Russia is too large and responsible to start a third world war, yet it will always secure its borders against militarization. The Istanbul agreement offered an exit that was deliberately destroyed. Europe chose to prolong the conflict at enormous cost to its own future. The only remaining path is eventual dialogue once new leadership appears. This is the sound of a war that could have ended in April 2022 but was pushed into grinding escalation instead. HT: YouTube DIE WELTWOCHE #Peskow #IstanbulDeal #UkraineWar #WesternProxy #EuropeMilitarization #FullScaleWar #SecurityFirst

ISTANBUL PEACE DEAL KILLED BY UK: PESKOW EXPOSES THE CALL THAT CHANGED EVERYTHING Dmitry Peskow, Putin’s press secretary since 2012, delivered a strikingly direct assessment in a recent interview. He confirmed that Russia’s special military operation has evolved into a full-scale war driven by Western intervention. Most explosively, he detailed the exact moment a signed peace agreement in Istanbul was deliberately derailed. THE WAR TRANSFORMATION ➡️ Peskow stated the operation now looks like a complete war in every respect. ➡️ The Kiev regime became the hub of anti-Russian efforts backed by Europe and America. ➡️ It stood on the verge of NATO integration and hosting foreign troops plus weapons aimed at Russia. ➡️ No European capital and no Biden administration would listen to Russian security warnings. THE ISTANBUL SABOTAGE ➡️ A complete agreement was negotiated, written, and confirmed by both sides on 22 April in Istanbul. ➡️ Every page and every clause had already been approved. ➡️ London stepped in at that precise moment. ➡️ Major called Zelensky and asked him not to sign the document. ➡️ Kiev demanded a gesture of goodwill from Russia without “a gun to the head.” ➡️ Putin ordered the withdrawal of troops from the Kiev region as that exact gesture. ➡️ This marked the first time a European country actively championed war over peace. THE PROXY WAR REALITY ➡️ Europe and the United States now deliver millions of tons of weapons and ammunition to the Kiev regime. ➡️ They supply military advisors and hand over complete satellite surveillance results. ➡️ Western satellites are used to designate targets for Ukrainian strikes. ➡️ Artificial intelligence supports the regime’s military operations. ➡️ If this is not direct participation, Peskow asked, then what is it? THE EUROPEAN MILITARIZATION ➡️ Europe accepted it can no longer rely on American security guarantees. ➡️ The EU is transforming into an economic and military bloc. ➡️ Many capitals now spend around 5% of national GDP on defense. ➡️ To justify this to taxpayers, Russia is painted as the absolute evil on European soil. ➡️ This amounts to total brainwashing that diverts money from hospitals and schools into weapons. THE BOTTOM LINE Peskow made it clear Russia is too large and responsible to start a third world war, yet it will always secure its borders against militarization. The Istanbul agreement offered an exit that was deliberately destroyed. Europe chose to prolong the conflict at enormous cost to its own future. The only remaining path is eventual dialogue once new leadership appears. This is the sound of a war that could have ended in April 2022 but was pushed into grinding escalation instead. HT: YouTube DIE WELTWOCHE #Peskow #IstanbulDeal #UkraineWar #WesternProxy #EuropeMilitarization #FullScaleWar #SecurityFirst

Mark

17,648 Aufrufe • vor 1 Monat

US CIVIL WAR INCOMING, AL-AQSA FALLS, PERSIA AND RUSSIA RISE: THE ESCHATOLOGY WAR PLAN Professor Jiang analyzed the different eschatologies in the most important world religions and powerful spiritual groups. His conclusion reveals a startling convergence where these prophecies align and actively drive current and coming wars. If Jiang is right, over the next two to four years these overlapping visions will trigger precise events that reshape the entire global order. DOWNFALL OF THE USA - US CIVIL CONFLICT ➡️ The United States will deploy ground troops. ➡️ This forces a national draft sparking refusals from young people and massive protests. ➡️ National Guard deployment then creates the perfect recipe for intense civil conflict inside America. THE MIDDLE EAST REORDERING ➡️ CENTCOM transfers to Israel after the US loses the war. ➡️ GCC economies face deliberate destruction. ➡️ This clears the path for Israel to absorb the GCC plus parts of Turkey and Egypt into the Greater Israel project. OTHER WAR PARTICIPANTS ➡️ Turkey and Saudi Arabia will enter the conflict. ➡️ They will suffer tremendously from their participation. ➡️ The Al-Aqsa Mosque will be destroyed. THE RISE OF PERSIA ➡️ Iran wins key battles activating its ancient Persian identity. ➡️ This sets up the Gog and Magog march where Persia and Russia confront Israel. ISRAEL'S STRATEGIC ASCENSION ➡️ Israel secures Greater Israel territory as promised to Abraham. ➡️ Pax Judaica follows as a one-world government powered by AI surveillance and the mark of the beast. ➡️ Tech giants like Nvidia Oracle Microsoft and Google will relocate to Israel as capital flows to the new power center. THE EURASIAN SHIFT ➡️ Russia wins the war in Ukraine. ➡️ Greeks return to Constantinople with Russian support against Turkey. ➡️ This demands the destruction of Europe and the end of NATO fulfilling the Orthodox Third Rome prophecy. THE WAR OF GOG AND MAGOG ➡️ People are interpreting Gog and Magog as the forces that will march against Israel in the end days. ➡️ Gog is understood to be Persia combined with Russia. ➡️ Together they will march against Pax Judaica. THE BOTTOM LINE These predictions emerge purely from the points where the most extreme eschatologies of different traditions perfectly intersect and agree. Ancient prophecies are no longer myths — they are now the operating system steering the wars that will define our decade. HT: YouTube Predictive History Jiang Xueqin #Eschatology #GreaterIsrael #WorldWar3 #PaxJudaica #EndTimes #Geopolitics #Prophecy

US CIVIL WAR INCOMING, AL-AQSA FALLS, PERSIA AND RUSSIA RISE: THE ESCHATOLOGY WAR PLAN Professor Jiang analyzed the different eschatologies in the most important world religions and powerful spiritual groups. His conclusion reveals a startling convergence where these prophecies align and actively drive current and coming wars. If Jiang is right, over the next two to four years these overlapping visions will trigger precise events that reshape the entire global order. DOWNFALL OF THE USA - US CIVIL CONFLICT ➡️ The United States will deploy ground troops. ➡️ This forces a national draft sparking refusals from young people and massive protests. ➡️ National Guard deployment then creates the perfect recipe for intense civil conflict inside America. THE MIDDLE EAST REORDERING ➡️ CENTCOM transfers to Israel after the US loses the war. ➡️ GCC economies face deliberate destruction. ➡️ This clears the path for Israel to absorb the GCC plus parts of Turkey and Egypt into the Greater Israel project. OTHER WAR PARTICIPANTS ➡️ Turkey and Saudi Arabia will enter the conflict. ➡️ They will suffer tremendously from their participation. ➡️ The Al-Aqsa Mosque will be destroyed. THE RISE OF PERSIA ➡️ Iran wins key battles activating its ancient Persian identity. ➡️ This sets up the Gog and Magog march where Persia and Russia confront Israel. ISRAEL'S STRATEGIC ASCENSION ➡️ Israel secures Greater Israel territory as promised to Abraham. ➡️ Pax Judaica follows as a one-world government powered by AI surveillance and the mark of the beast. ➡️ Tech giants like Nvidia Oracle Microsoft and Google will relocate to Israel as capital flows to the new power center. THE EURASIAN SHIFT ➡️ Russia wins the war in Ukraine. ➡️ Greeks return to Constantinople with Russian support against Turkey. ➡️ This demands the destruction of Europe and the end of NATO fulfilling the Orthodox Third Rome prophecy. THE WAR OF GOG AND MAGOG ➡️ People are interpreting Gog and Magog as the forces that will march against Israel in the end days. ➡️ Gog is understood to be Persia combined with Russia. ➡️ Together they will march against Pax Judaica. THE BOTTOM LINE These predictions emerge purely from the points where the most extreme eschatologies of different traditions perfectly intersect and agree. Ancient prophecies are no longer myths — they are now the operating system steering the wars that will define our decade. HT: YouTube Predictive History Jiang Xueqin #Eschatology #GreaterIsrael #WorldWar3 #PaxJudaica #EndTimes #Geopolitics #Prophecy

Mark

21,385 Aufrufe • vor 5 Monaten

ZERO CONTACT, ZERO AGREEMENT: TEHRAN UNIVERSITY PROFESSOR DESTROYS TRUMP'S NARRATIVE Professor Mohammad Marandi of Tehran University just delivered a clear, unfiltered assessment that shreds the latest wave of American claims. No phone calls. No begging. No secret talks. And absolute Iranian control over the Strait of Hormuz remains non-negotiable. THE FAKE NEWS MACHINE ➡️ Trump repeatedly claims Middle Eastern leaders and even Iran are calling him, pleading not to attack. ➡️ Marandi states flatly there has been zero communication between Iran and the United States. ➡️ This is not the first time. Trump has made the same false claim so often it has become boring. ➡️ His own supporters keep following anyway, but the facts on the ground never change. HORMUZ REMAINS UNDER FULL IRANIAN CONTROL ➡️ Negotiations with Oman exist only about managing the strait. ➡️ Iran has made its position crystal clear: full supervision over every ship that wants to pass. ➡️ There will be no two corridors. Oman cannot operate any route without Iranian knowledge. ➡️ Every vessel must receive Iranian consent and will pay a fee. ➡️ The entire strait from beginning to end stays fully monitored and controlled by Iran. NO AGREEMENT ON THE TABLE ➡️ Iran will not accept the old nuclear deal in its previous form. ➡️ Demands now include the end of the siege on Yemen, resolution on Gaza, and the release of Iran’s frozen assets. ➡️ Iran will not concede any authority over the Strait of Hormuz under any arrangement with Oman or anyone else. ➡️ There is no ceasefire. Iran continues to strike threats wherever they appear. THE BOTTOM LINE Trump can issue threats every few days and invent stories of desperate phone calls. The reality delivered by Professor Marandi is simpler and far more powerful: Iran never begged, never negotiated under pressure, and will never surrender control of Hormuz. This is the sound of a narrative collapsing in real time. #HormuzControl #TrumpFakeNews #NoAgreement #MarandiTruth #IranStance #StraitOfHormuz #ZeroContact HT: YouTube Dialogue Works Dialogue works

ZERO CONTACT, ZERO AGREEMENT: TEHRAN UNIVERSITY PROFESSOR DESTROYS TRUMP'S NARRATIVE Professor Mohammad Marandi of Tehran University just delivered a clear, unfiltered assessment that shreds the latest wave of American claims. No phone calls. No begging. No secret talks. And absolute Iranian control over the Strait of Hormuz remains non-negotiable. THE FAKE NEWS MACHINE ➡️ Trump repeatedly claims Middle Eastern leaders and even Iran are calling him, pleading not to attack. ➡️ Marandi states flatly there has been zero communication between Iran and the United States. ➡️ This is not the first time. Trump has made the same false claim so often it has become boring. ➡️ His own supporters keep following anyway, but the facts on the ground never change. HORMUZ REMAINS UNDER FULL IRANIAN CONTROL ➡️ Negotiations with Oman exist only about managing the strait. ➡️ Iran has made its position crystal clear: full supervision over every ship that wants to pass. ➡️ There will be no two corridors. Oman cannot operate any route without Iranian knowledge. ➡️ Every vessel must receive Iranian consent and will pay a fee. ➡️ The entire strait from beginning to end stays fully monitored and controlled by Iran. NO AGREEMENT ON THE TABLE ➡️ Iran will not accept the old nuclear deal in its previous form. ➡️ Demands now include the end of the siege on Yemen, resolution on Gaza, and the release of Iran’s frozen assets. ➡️ Iran will not concede any authority over the Strait of Hormuz under any arrangement with Oman or anyone else. ➡️ There is no ceasefire. Iran continues to strike threats wherever they appear. THE BOTTOM LINE Trump can issue threats every few days and invent stories of desperate phone calls. The reality delivered by Professor Marandi is simpler and far more powerful: Iran never begged, never negotiated under pressure, and will never surrender control of Hormuz. This is the sound of a narrative collapsing in real time. #HormuzControl #TrumpFakeNews #NoAgreement #MarandiTruth #IranStance #StraitOfHormuz #ZeroContact HT: YouTube Dialogue Works Dialogue works

Mark

72,702 Aufrufe • vor 18 Tagen

ART BERMAN ON THE BIGGEST BLUNDER IN HISTORY: GEOLOGIST WARNS OF JULY CRUNCH Nate Hagens welcomes petroleum geologist Art Berman back for another truly fascinating conversation. With over 40 years of oil and gas industry experience and deep expertise on US shale plays, Art delivers a sobering deep dive into the data surrounding the Strait of Hormuz closure. What he reveals about impending shortages, system risks, and the true scale of this conflict will change how you see the months ahead. THE SCALE OF THE CRISIS ➡️ Roughly 21 million barrels per day of oil and refined products normally flow through Hormuz — exactly what the United States consumes daily. ➡️ As of now pretty close to zero is getting through, with only Iranian oil moving at all. ➡️ That leaves about 11 to 12 million barrels offline — roughly 11% of global supply suddenly gone. WORSE THAN THE 1970s SHOCKS ➡️ The rate of loss is up to 100 times greater than the 1979 Iranian Revolution shock when normalized for daily impact. ➡️ Leads and lags mean the US has not felt the full pinch yet but places like East Asia and Africa already have. ➡️ Strategic reserves are being drawn down at the maximum physical rate of about 2 million barrels per day. WHY JULY LOOKS BRUTAL ➡️ Even if peace breaks out tomorrow, hundreds of tankers parked inside Hormuz will take 2 to 3 months to reach destinations. ➡️ Production shut-ins, mines in the strait, insurance issues, and repositioning delays all add months more. ➡️ By July gasoline and especially diesel prices will reach levels where many people simply cannot afford to fill their tanks. THE DIESEL HEART ATTACK ➡️ Diesel powers ships, trains, trucks, farms, mining — basically the entire global economy. ➡️ Spot prices in places like Singapore have already hit the equivalent of $210 per barrel. ➡️ Higher diesel costs cascade into everything you buy, from groceries to delivered goods. THE US OIL ILLUSION ➡️ America is a net energy exporter on paper but remains a significant net importer of crude oil. ➡️ We export light shale oil ideal for gasoline but must import heavy oil to make enough diesel and jet fuel. ➡️ Our complex refineries are specifically designed around this mix — there is no quick fix. THE REFINERY SQUEEZE ➡️ Physical oil is trading at $140–$160 per barrel while futures sit much lower. ➡️ Refineries need strong margins to operate profitably at these prices. ➡️ If margins collapse, throughput will be cut, making shortages even worse regardless of crude availability. PEAK MATERIALS REALITY ➡️ Steel, cement and fertilizer production have already been declining for years. ➡️ Plastics are flattening. ➡️ These four pillars support modern civilization — their peak means we were already slowing before Hormuz. THE RENEWABLES LIMIT ➡️ Solar panels, wind turbines and EVs still require massive steel, plastics and concrete. ➡️ Critical minerals are overwhelmingly controlled by China. ➡️ We are simply trading Persian Gulf dependence for Chinese dependence. THE BOTTOM LINE Art Berman and Nate Hagens lay out why this conflict represents the biggest military, geopolitical, and economic blunder in modern history — driven by energy blindness and a failure to grasp system implications. Even in the best case we are screwed through the rest of the year no matter what happens next. HT: YouTube Nate Hagens Art Berman Nate Hagens #TheGreatSimplification #ArtBerman #HormuzCrisis #OilShortage #DieselCrunch #EnergyBlunder #GreatSimplification

ART BERMAN ON THE BIGGEST BLUNDER IN HISTORY: GEOLOGIST WARNS OF JULY CRUNCH Nate Hagens welcomes petroleum geologist Art Berman back for another truly fascinating conversation. With over 40 years of oil and gas industry experience and deep expertise on US shale plays, Art delivers a sobering deep dive into the data surrounding the Strait of Hormuz closure. What he reveals about impending shortages, system risks, and the true scale of this conflict will change how you see the months ahead. THE SCALE OF THE CRISIS ➡️ Roughly 21 million barrels per day of oil and refined products normally flow through Hormuz — exactly what the United States consumes daily. ➡️ As of now pretty close to zero is getting through, with only Iranian oil moving at all. ➡️ That leaves about 11 to 12 million barrels offline — roughly 11% of global supply suddenly gone. WORSE THAN THE 1970s SHOCKS ➡️ The rate of loss is up to 100 times greater than the 1979 Iranian Revolution shock when normalized for daily impact. ➡️ Leads and lags mean the US has not felt the full pinch yet but places like East Asia and Africa already have. ➡️ Strategic reserves are being drawn down at the maximum physical rate of about 2 million barrels per day. WHY JULY LOOKS BRUTAL ➡️ Even if peace breaks out tomorrow, hundreds of tankers parked inside Hormuz will take 2 to 3 months to reach destinations. ➡️ Production shut-ins, mines in the strait, insurance issues, and repositioning delays all add months more. ➡️ By July gasoline and especially diesel prices will reach levels where many people simply cannot afford to fill their tanks. THE DIESEL HEART ATTACK ➡️ Diesel powers ships, trains, trucks, farms, mining — basically the entire global economy. ➡️ Spot prices in places like Singapore have already hit the equivalent of $210 per barrel. ➡️ Higher diesel costs cascade into everything you buy, from groceries to delivered goods. THE US OIL ILLUSION ➡️ America is a net energy exporter on paper but remains a significant net importer of crude oil. ➡️ We export light shale oil ideal for gasoline but must import heavy oil to make enough diesel and jet fuel. ➡️ Our complex refineries are specifically designed around this mix — there is no quick fix. THE REFINERY SQUEEZE ➡️ Physical oil is trading at $140–$160 per barrel while futures sit much lower. ➡️ Refineries need strong margins to operate profitably at these prices. ➡️ If margins collapse, throughput will be cut, making shortages even worse regardless of crude availability. PEAK MATERIALS REALITY ➡️ Steel, cement and fertilizer production have already been declining for years. ➡️ Plastics are flattening. ➡️ These four pillars support modern civilization — their peak means we were already slowing before Hormuz. THE RENEWABLES LIMIT ➡️ Solar panels, wind turbines and EVs still require massive steel, plastics and concrete. ➡️ Critical minerals are overwhelmingly controlled by China. ➡️ We are simply trading Persian Gulf dependence for Chinese dependence. THE BOTTOM LINE Art Berman and Nate Hagens lay out why this conflict represents the biggest military, geopolitical, and economic blunder in modern history — driven by energy blindness and a failure to grasp system implications. Even in the best case we are screwed through the rest of the year no matter what happens next. HT: YouTube Nate Hagens Art Berman Nate Hagens #TheGreatSimplification #ArtBerman #HormuzCrisis #OilShortage #DieselCrunch #EnergyBlunder #GreatSimplification

Mark

57,339 Aufrufe • vor 3 Monaten

OIL INVENTORIES AT 43-YEAR LOW: EXPERT PREDICTS BRENT ABOVE $100 THIS SUMMER Bob McNally, president of Rapidan Energy Group, just delivered a direct assessment of why the oil market remains far from normal. Even if the Strait of Hormuz reopens by the end of June, commercial tankers will return only gradually while inventories have already crashed to historic lows. The combination of those depleted stocks and a powerful demand rebound from Asia creates a tightening setup that few traders have fully absorbed. THE HORMUZ REALITY ➡️ It will take through the end of this month before it is really safe and clear for commercial vessels to start moving through Hormuz. ➡️ Agreements must be signed and insurance secured before operators will risk the transit. ➡️ Channels need to be fully cleared of mines for tankers from Europe and the United States to move safely. ➡️ If the MoU holds, a trickle of vessels will gradually become a steady stream. THE INVENTORY CRISIS ➡️ Gasoline inventories sit at an 11-year seasonal low in the United States. ➡️ Distillate stocks have reached a 29-year seasonal low. ➡️ Crude petroleum reserves just hit a 43-year low. ➡️ These deep stock draws will continue for months as the system works through the disruption. THE PRICE OUTLOOK ➡️ McNally expects Brent to make another pass above $100 a barrel in July and August. ➡️ Global summer demand rises by about 1.5 million barrels per day. ➡️ Record export levels are adding to an already tight market. ➡️ "I'll be surprised if we can sustainably go much lower," he stated on current price levels. THE DEMAND REBOUND ➡️ Asia has been on a crash diet since late February, holding back crude purchases. ➡️ Pent-up demand will surge back as countries rush to refill and expand strategic reserves. ➡️ China wants to build even bigger reserves than it held before. ➡️ This demand wave could outpace the return of supply from the Arabian Gulf. THE BOTTOM LINE Low inventories and explosive pent-up demand from Asia are about to collide just as Gulf supply struggles to return at full speed. The oil market is heading into a high-conviction summer where even a successful Hormuz reopening will not prevent prices from testing sharply higher ground. #OilInventories #HormuzReopen #BrentOil #EnergyMarkets #OilPriceSpike #AsiaDemand #InventoryCrisis

OIL INVENTORIES AT 43-YEAR LOW: EXPERT PREDICTS BRENT ABOVE $100 THIS SUMMER Bob McNally, president of Rapidan Energy Group, just delivered a direct assessment of why the oil market remains far from normal. Even if the Strait of Hormuz reopens by the end of June, commercial tankers will return only gradually while inventories have already crashed to historic lows. The combination of those depleted stocks and a powerful demand rebound from Asia creates a tightening setup that few traders have fully absorbed. THE HORMUZ REALITY ➡️ It will take through the end of this month before it is really safe and clear for commercial vessels to start moving through Hormuz. ➡️ Agreements must be signed and insurance secured before operators will risk the transit. ➡️ Channels need to be fully cleared of mines for tankers from Europe and the United States to move safely. ➡️ If the MoU holds, a trickle of vessels will gradually become a steady stream. THE INVENTORY CRISIS ➡️ Gasoline inventories sit at an 11-year seasonal low in the United States. ➡️ Distillate stocks have reached a 29-year seasonal low. ➡️ Crude petroleum reserves just hit a 43-year low. ➡️ These deep stock draws will continue for months as the system works through the disruption. THE PRICE OUTLOOK ➡️ McNally expects Brent to make another pass above $100 a barrel in July and August. ➡️ Global summer demand rises by about 1.5 million barrels per day. ➡️ Record export levels are adding to an already tight market. ➡️ "I'll be surprised if we can sustainably go much lower," he stated on current price levels. THE DEMAND REBOUND ➡️ Asia has been on a crash diet since late February, holding back crude purchases. ➡️ Pent-up demand will surge back as countries rush to refill and expand strategic reserves. ➡️ China wants to build even bigger reserves than it held before. ➡️ This demand wave could outpace the return of supply from the Arabian Gulf. THE BOTTOM LINE Low inventories and explosive pent-up demand from Asia are about to collide just as Gulf supply struggles to return at full speed. The oil market is heading into a high-conviction summer where even a successful Hormuz reopening will not prevent prices from testing sharply higher ground. #OilInventories #HormuzReopen #BrentOil #EnergyMarkets #OilPriceSpike #AsiaDemand #InventoryCrisis

Mark

38,566 Aufrufe • vor 2 Monaten