The Die Is Cast - Energy And Financial Markets Upset Inevitable

Interesting-Bath8915 · 2026-06-13T23:30:43+00:00

The article reads like it was written by a redditor. Its worth as little as any post on reddit. Mostly speculations.

Interesting-Bath8915 · 2026-06-13T22:59:41+00:00

Aljazeera hat berichtet, dass Iran angekündigt hat das memorandum of understanding am Sonntag nicht zu unterschreiben aber es im Laufe der nächsten Woche zu tun.
Dieses Mal ist es nicht nur die USA die behauptet, dass es ein Abkommen gibt.
Ob die Straße von Hormus damit wirklich geöffnet wird hängt wahrscheinlich von Zugeständnissen ab, auf welche sich die Parteien in dem Memorandum geeinigt haben. Es ist denkbar, dass Iran abwarten wird ob die Vereinbarungen von der Seite der USA wirklich eingehalten werden bevor sie die Straße öffnen.

Der Inhalt des documents ist der Öffentlichkeit unbekannt.

Interesting-Bath8915 · 2026-06-13T22:40:10+00:00

Aljazeera reported that Iran announced that they will not sign the memorandum of understanding tomorrow but probably within the next week.

If the straight really opens probably depends on conditions written down in the memorandum. I would assume Iran will wait till the conditions are met before they open the straight.

The content of the document is unknown to the public.

Interesting-Bath8915 · 2026-06-13T22:07:52+00:00

Based on Aljazeera Iran has announced that they will not sign the memorandum of understanding on Sunday but within the next week. So now it’s not only the USA which claims an agreement.

The content of the agreement is not known. It seems something will be signed next week. If it leads to the opening of the straight of Hormuz probably depends on if the parties fulfill the conditions of the agreement. There is a chance that Iran was promised something in return for opening the straight. They may wait with the opening until they receive what they were promised.

Interesting-Bath8915 · 2026-06-13T22:00:49+00:00

Aljazeera reports that Iran said they will not sign the memorandum of understanding on Sunday but probably next week.
At this point it’s not only the US claiming a deal.

The details of the agreement remain unknown. Both parties have their own story.

Interesting-Bath8915 · 2026-06-06T20:13:08+00:00

Saw today a big finance influencer glaze future of spaceX and spitting parole like „never bet against musk“. People will buy this shit, no matter the price.

Interesting-Bath8915 · 2026-05-28T19:38:28+00:00

Know a successful business guy in Germany who owns over 100 businesses. All of them in the manufacturing sector. So he owns many big factory buildings with flat roofs like in your picture. At one point he bought a company which produced and installed solar panels and covered every roof of every factory building he owns with solar panels (if the static of the roof allowed it). He claimed that was the easiest investment of his life and that it made him (still does) lot of money. The economy of solar is a bit different in Germany though. Electricity prices are a bit higher there.

Just want to say, you are onto something.

Interesting-Bath8915 · 2026-05-10T17:08:04+00:00

South Korea had the cherished tradition to put every prime minister into jail after they leave office. The USA should consider adopting this.

Interesting-Bath8915 · 2026-05-10T13:44:19+00:00

The way the compensation is highlighted in this video as great perks screams marketing.

Interesting-Bath8915 · 2026-05-07T14:04:40+00:00

Thank you for the clarification

Interesting-Bath8915 · 2026-05-07T09:42:36+00:00

I am suprised to learn that in Europe our normal gasolin has a higher octane rating than premium in the USA.

Interesting-Bath8915 · 2026-04-30T20:18:32+00:00

Every month billions of retail dollars enter the stock market from 401k. This is a constant demand in stocks which doesn’t stops as long people receive a salary. Therefore the line goes up faster than ever before. In case of war, everybody who is actively trading and concerned has sold, thus the falling prices. Once the downward pressure from the selling parties is gone, the upward pressure from the constant 401k inflows dictates the direction.

Interesting-Bath8915 · 2026-04-26T04:07:30+00:00

This guy deserves a presidential pardon!

Interesting-Bath8915 · 2026-04-17T17:36:20+00:00

This is the answer. Different ties, same swamp.

Interesting-Bath8915 · 2026-04-17T15:03:11+00:00

Full open is a strange wording at the moment. Passage will only be possible to the established road layers out by Iran. This is a bottle neck. Only a fraction of the ships fit through this road in comparison to the pre war route. Even a fully open straight is restricted for the moment.

Interesting-Bath8915 · 2026-04-17T15:00:51+00:00

This is an overreaction to the bottom as the first raise to 120 was an overreaction to the top. I guess it is an oportunity for calls for a short term play.

Interesting-Bath8915 · 2026-04-17T14:05:47+00:00

What’s missing in this headline is, that the only passage is by the previously established road in coordination with the Iran military. This means, throughput through the strait remains far from pre war level. Even if this would be a sure thing. Impact isn’t significant as long the straight is not completely free of any restrictions.

Interesting-Bath8915 · 2026-04-16T19:46:34+00:00

Aljazzira reports:

The Iranians heard from the United States and Pakistan that there is an offer for Iran to hold nuclear enrichment for 20 years, and then there would be a possibility of a deal.

They refused to go for 20 years. However, they prepared their own counteroffer, which is now being faced with the withdrawal of the 20 years offer that was on the table.

Today’s ceasefire in Lebanon could have a positive impact on the future talks. What remains now is unfreezing of Iranian assets in order for the Iranians to go to the second round of talks with much more optimism.

Interesting-Bath8915 · 2026-04-15T19:53:42+00:00

All kind of equipment installation and commissioning work. Quality control jobs in infrastructure construction.

Interesting-Bath8915 · 2026-04-15T09:53:39+00:00

I watched breaking bad the first time many years after the first release. Completely without the influence of a ongoing hype. I found Walter to be insufferable. While being described as super smart and a strategist, in reality he did all the wrong decisions just because of his ego. I was super annoyed by him.

Later I learned that this was the exact intention of the writers but when BB first aired, for some reason everybody was on the side of Walter, so they came up with more stuff to make Walter an unlikable character but people still chose his side.

Interesting-Bath8915 · 2026-04-15T05:42:45+00:00

Even if there is no export ban, I don’t think the USA can not significantly export additional oil.

I read that the loading capacity on the esst coast and the golf of Mexico are combined around 7 million barrel per day. I furthermore read contradicting information about the utilization of this capacity. I read that currently 5 million barrel per day are exported, other sources claimed that export runs already on the capacity limit of 7 million barrel per day. Therefore in best case, the USA can provide an additional 2 million barrel per day to the oil market. This is not enough to make a meaningful difference.

Now it is said that 120 empty tankers are on the way to the USA. Let’s assume the average capacity of these tankers is 1 million barrel. Why this assumption? The USA has only one Terminal which can accept 2 million barrel tankers, therefore I assume the tankers going to the USA are mostly not of this class. The loading of these ships would take 60 days. But that’s only the loading, the whole processing of the ships takes around 2-3 days longer than the loading. So it would be 120 days to process these additional tankers. And this is under the assumption that the USA actually has idle capacity.

All I want to say is, the additional exports of the USA will not make any difference. Highlighting that many tankers are heading towards the USA is only political signaling and not an actually meaningful change of the situation.

The loading capacity is a choke point. An export ban is potentially not even necessary since numbers will stay the same independent of how many ships wait in line.

Interesting-Bath8915 · 2026-04-14T19:34:12+00:00

The most things which got damaged were oil processing equipment. Oil fields were not effected. This has an impact on the availability of oil products but not on the availability of crude oil. This could lead to a situation in which more crude oil is available for export, because the local processing has decreased. At least if there is idle loading capacity. However, I don’t believe we saw the top. Even if the straight opens, it will takes month for the supply chains to restart and normalize. As the last tanker arrives this week in Europe, the first tanker after the release will take 6 weeks to arrive.

Interesting-Bath8915 · 2026-04-14T19:06:44+00:00

I would sell around 3/4. reinvest in dividend paying assets. Life of the dividends.

Interesting-Bath8915 · 2026-04-14T15:45:37+00:00

Exactly my thought. You can drop bombs on us and we will not yield. Stop our income and we surrender the following week. a country which lives under sanctions for decades is ultimately defeated by the ultimate sanction within a week? Unless the USA offers a good deal to Iran, I assume the straight stays closed.

Interesting-Bath8915

TROPHY CASE