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@Vmaxpax
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energy ~ pax ~ فاغنر ~ انصار الله
Joined February 2022
@Multipolar_CCY SCF fleet only had 100 tankers. New darkfleet from 2022-2024 grew to over 600 tankers. And a lot of western shipping cos booked once in a lifetime profits same time. Am sure it's all just a coincidence. 🙄
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@JayinKyiv @ChrisO_wiki @Tendar Doesn't seem like Ukraine's style when drones so effective in targeting Russian petroleum complex. Can't rule out Russian self-sabotage / 'dirty eco bomb' gift to Baltic neighbours. The selfinflicted Russian spills in Black Sea - Putin apparently quite peeved about, share it?
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@Mylovanov That was my reaction too, stomach dropped. G7 summit May 2023, sanctions tightening + clamp down on sales expected (draft packages prepared). But G7 went silent. Next day Sovcomflot $FLOT stock surged. Then Nostrand's speech. US Treasury killed price cap themselves. Bonkers
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Read it for yourself Mr. @Mylovanov: The US Treasury intentionally designed approach for Russia to PURCHASE tankers They saw it as a win 🤡 Disregarding fact that lack of tankers was Russia's achilles heel and without it, price cap may have had a chance
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@pennycheck 🎯 defence bigger tam than air taxis apparently. palantir owns a stake in one of the evtol players as well fyi
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@RStrand3 @degiorgiod But, I don't think China wants to see Iran destabilized for a variety of reasons (investments, geopolitics etc). The chef's kiss would be: When Iranian barrels start flowing again, watch them go to SOEs and teapots stay offline 😆
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@degiorgiod ? I don't understand. All the barrels are shipped to China. Cutting them off will see independents shut in, which CCP is on path to do anyway. Doesn't 'hurt' China, but does destabilize Iran.
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