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vmaxpax.bsky.social
evading the Amerikan (and Russian) New World Order #pax #energy
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The World According to Xi, from my Lowy Institute colleague Richard McGregor. @lowyinstitute.bsky.social interactives.lowyinstitute.org/features/wor...

OPEC+'s group of eight further unwound their #crude output cuts, adding another 411,000 bpd for July. But there are two questions to be answered, will they actually add that much #oil back, and if they do, are there buyers, given imports slipped in Asia in May. #OPEC www.reuters.com/business/ene...

Seven, most likely Russian #drones were seen over a German police boat in the North Sea in May, Spiegel reports. As usual, very little is known as the drones weren’t shot down and just eventually flew away. www.spiegel.de/panorama/nor...

Denmark considers seizing tankers carrying Russian oil through its waters, using its strategic chokepoint to the Baltic.

NEW | Iranian Military Planning in the Persian Gulf: Iran is preparing for a potential escalation with the United States by positioning military assets on key islands in the Persian Gulf and signaling its intent to target US bases, commercial shipping, and regional allies. isw.pub/IranUpdate05...

Boom

#China, according to Honeywell $hon Two main foundations investment in the 1) domestic supply chain and 2) R&D 2020-2025. The core industries covered by the plan are expected to source 40% of all “core” inputs domestically by 2020 and over 70% by 2025.

Iif China’s economy is suffering under the weight of U.S. tariffs, why is #ironore, the commodity most exposed to China, performing relatively strongly from both a price and import volume perspective? It’s likely that some #steel sectors are still doing OK. #metals www.reuters.com/markets/comm...

The reasons OPEC+ put forward for further easing its #crude output curbs don’t match reality, with the market far from “healthy” with demand yet to feel the full impact of Trump’s tariff war. Visible #oil inventories are also only slightly below 5-year averages. #OPEC www.reuters.com/markets/comm...

Gold has had quite the Trump-inspired rally, but is showing signs of consolidating after easing from its record highs as investment flows steady. A new surge likely needs more bad news on the trade war, U.S. fiscal deficit and Powell’s replacement at the Fed. #gold www.reuters.com/markets/comm...

Huntington Ingals 3D printing parts for new aircraft carriers in partnership with metal printer DM3D Technologies. Printed a 5-foot-long, 1,000-pound manifold! Plans to install more than 200 additional parts this year. #AdditiveManufacturing #AM #Ships $HII finance.yahoo.com/m/764d1407-4...

Ukraine plans to purchase around 4.5 million first-person view (FPV) drones in 2025, Kyiv's defense ministry said on Monday, more than doubling last year's rate as its war with Russia grows increasingly hi-tech. www.reuters.com/business/aer...

If you are looking for panic today, I still see none. I see rotation which is why the dvol is 57%. rally the index movers and my guess is money exits what has been holding up.

so glad the genius in charge of the other currently-crashed website wants to next apply his skills to air traffic control

US just lost about 10% of commercial fuel/petro logistic capabilities. To an incident that has some quite glaring qualities. I don't often say BREAKING, but this qualifies.

New RUSI Report: Drones Now Inflicting Two Thirds Of Russian Losses www.forbes.com/sites/davidh...

A Financial Times investigative documentary has found evidence that Russian executions of Ukrainian prisoners of war are not isolated incidents but are likely to be part of a broader pattern that points to a systematic policy. Watch the full documentary here: on.ft.com/3Qs7oDW

"Scientists at U.S. weather forecasting agency ordered to get clearance before talking to Canadian counterparts" as told by @jaelabernstien.bsky.social www.cbc.ca/news/science... #climate

Webinar on future of US shipbuilding Hosted by Hudson Institute (Team Trump preferred? 😉) Set the stage with fear: China shipbuilding capacity 230% larger than US. 3 navy ships for every 1 US Last panel includes Senior Counsel of Palantir. Think some streamlining coming? youtu.be/QO44gYU9cqY

CanadaPlus is going to be an option.

Pincer move on Canada. 😳

❗️EU will not lift sanctions against Russia, even if the US does the opposite, says European Commission

A thread on "Additive Manufacturing" (aka 3D Printing) and why I think it might become a hot investment sector, due to drone buildouts at scale on both sides of the Atlantic, now recognized by governments as a priority with funds to surely follow. Let's look at the 2 unicorns: Anduril & Hesling

Inside West Point: The Future of Technology in Warfare with Elon Musk www.youtube.com/watch?v=uItR...

Satellites in the Russia-Ukraine War Ron Gurantz Strategic Studies Institute, US Army War College August 2024 media.defense.gov/2024/Aug/21/...