Vmaxpax
@vmaxpax.bsky.social
evading the Amerikan (and Russian) New World Order
#pax #energy
#pax #energy
Pinned
Vmaxpax
@vmaxpax.bsky.social
· Nov 27
US Housing Market Starter Pack
Join the conversation
go.bsky.app
Blueskies is heaven.
Going to compile a list of interesting feeds I find.
Lumber and US housing market.
go.bsky.app/CpnxCYa
Going to compile a list of interesting feeds I find.
Lumber and US housing market.
go.bsky.app/CpnxCYa
Tick tock Nigel
Better late than never to see the UK start to clean up their Russian mess. Also gives hope that other countries can at some point too.
Better late than never to see the UK start to clean up their Russian mess. Also gives hope that other countries can at some point too.
🔴NEW🔴
Thread 🧵
@bylinetimes.bsky.social can now reveal that, during the crucial period when convicted Reform leader Nathan Gill was most active, working directly with Russian President Vladimir Putin’s most senior ally in Ukraine, he was also one of Nigel Farage’s closest confidantes 1/12
Thread 🧵
@bylinetimes.bsky.social can now reveal that, during the crucial period when convicted Reform leader Nathan Gill was most active, working directly with Russian President Vladimir Putin’s most senior ally in Ukraine, he was also one of Nigel Farage’s closest confidantes 1/12
‘Thick as Thieves’: Nathan Gill and Nigel Farage’s Putin Problem
Far from being distant from the Reform UK Leader, insiders told Byline Times that the former MEP convicted of bribery was one of Farage’s closest aides, while we reveal how Gill worked on the Kremlin’...
bylinetimes.com
October 5, 2025 at 7:40 AM
Tick tock Nigel
Better late than never to see the UK start to clean up their Russian mess. Also gives hope that other countries can at some point too.
Better late than never to see the UK start to clean up their Russian mess. Also gives hope that other countries can at some point too.
Reposted by Vmaxpax
While the focus is often on short-term price drivers in #crude markets, there are two longer-term trends that will shape flows. The first is the gain in supply is from the Americas but demand growth is in Asia. The second is the rising politicisation of oil markets. www.reuters.com/markets/comm...
Crude oil to be driven longer-term by supply-demand mismatch, geopolitics
The global crude oil market is facing two long-term fundamental shifts that will change how cargoes flow around the world and how they are priced.
www.reuters.com
September 11, 2025 at 5:10 AM
While the focus is often on short-term price drivers in #crude markets, there are two longer-term trends that will shape flows. The first is the gain in supply is from the Americas but demand growth is in Asia. The second is the rising politicisation of oil markets. www.reuters.com/markets/comm...
Reposted by Vmaxpax
The World According to Xi, from my Lowy Institute colleague Richard McGregor.
@lowyinstitute.bsky.social
interactives.lowyinstitute.org/features/wor...
@lowyinstitute.bsky.social
interactives.lowyinstitute.org/features/wor...
The World According to Xi Jinping - Lowy Institute
interactives.lowyinstitute.org
June 2, 2025 at 5:56 PM
The World According to Xi, from my Lowy Institute colleague Richard McGregor.
@lowyinstitute.bsky.social
interactives.lowyinstitute.org/features/wor...
@lowyinstitute.bsky.social
interactives.lowyinstitute.org/features/wor...
Reposted by Vmaxpax
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...
OPEC+'s crude output hike comes amid tepid Asian oil demand: Russell
The crude oil market devotes considerable energy to what OPEC+ says, but perhaps a little less to what it actually does when it comes to the supply of the world's most important commodity.
www.reuters.com
June 2, 2025 at 1:36 AM
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...
Reposted by Vmaxpax
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...
www.spiegel.de/panorama/nor...
Nordsee: Mutmaßlich russische Drohnen spähten Patrouillenschiff der Bundespolizei aus
Bei der Überwachung eines russischen Frachters gerieten Bundespolizisten selbst ins Visier: Nach SPIEGEL-Informationen begleitete ein Drohnenschwarm ihr Einsatzschiff über Stunden.
www.spiegel.de
May 30, 2025 at 2:06 PM
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...
www.spiegel.de/panorama/nor...
Reposted by Vmaxpax
Denmark considers seizing tankers carrying Russian oil through its waters, using its strategic chokepoint to the Baltic.
Danmark overvejer at beslaglægge skibe med russisk olie
Russisk ambassadør kalder det pirateri og advarer kraftigt mod at bremse den russiske skyggeflåde.
nyheder.tv2.dk
May 31, 2025 at 7:03 AM
Denmark considers seizing tankers carrying Russian oil through its waters, using its strategic chokepoint to the Baltic.
Boom
The trade truce between the US and China is being hailed as a positive step, and while it may see some revival in manufactured goods shipments, Beijing’s remaining 10% #tariffs are enough to ensure that China’s imports of US #crude, #LNG and #coal remain dead. #energy www.reuters.com/business/ene...
Trade truce won't resurrect China's imports of US energy: Russell
The move by the United States and China to reduce import tariffs on each other and negotiate has been broadly welcomed by markets, but the de-escalation will do very little to restore the trade in energy commodities.
www.reuters.com
May 14, 2025 at 2:28 AM
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.
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.
May 13, 2025 at 6:51 AM
#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.
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.
Reposted by Vmaxpax
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...
Iron ore tells a different story to the China tariff pain narrative: Russell
Concern is mounting over just how big a hit the Chinese economy is going to take from the massive tariffs imposed by the United States, but so far the commodity most at risk is seemingly unaffected.
www.reuters.com
May 8, 2025 at 5:09 AM
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...
Reposted by Vmaxpax
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...
OPEC+'s 'healthy' crude oil market looks like catching a cold: Russell
If there is one thing that is almost certain in the current global crude oil market, it's that the stated reasons for the OPEC+ group of exporters increasing supply are not the real reasons.
www.reuters.com
May 5, 2025 at 1:28 AM
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...
Reposted by Vmaxpax
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...
Gold shows signs of consolidation as investment eases, but Trump looms: Russell
Gold prices have steadied after surging to a record high amid early signs of consolidation following the rally built on fears around U.S. President Donald Trump's trade policies.
www.reuters.com
May 1, 2025 at 5:12 AM
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...
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...
US shipyard for first time 3D printing parts for new aircraft carriers
A major U.S. shipyard has deployed 3D printing to create a key systems component during the construction of a new aircraft carrier. The post US shipyard for first time 3D printing parts for new aircra...
finance.yahoo.com
March 11, 2025 at 7:06 PM
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...
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...
Reposted by Vmaxpax
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...
Ukraine to sharply raise purchases of home produced FPV drones in 2025
Ukraine plans to purchase around 4.5 million first-person view (FPV) drones in 2025, Kyiv's defence ministry said on Monday, more than doubling last year's rate as its war with Russia grows increasingly hi-tech.
www.reuters.com
March 10, 2025 at 9:16 PM
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...
Reposted by Vmaxpax
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.
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.
March 10, 2025 at 3:56 PM
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.
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.
Reposted by Vmaxpax
so glad the genius in charge of the other currently-crashed website wants to next apply his skills to air traffic control
March 10, 2025 at 3:54 PM
so glad the genius in charge of the other currently-crashed website wants to next apply his skills to air traffic control
Reposted by Vmaxpax
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.
I don't often say BREAKING, but this qualifies.
STENA IMMACULATE was ~10% of the capacity of the Tanker Security Program, a program instated just over a year ago designed to secure capacity to supply fuel to US armed forces in times of conflict.
STENA IMMACULATE was one of 10 ships, she is no more and hence the US DOD fuel autonomy just shrank.
STENA IMMACULATE was one of 10 ships, she is no more and hence the US DOD fuel autonomy just shrank.
The M/V Stena Immaculate, hit today in the North Sea while at anchor by Portuguese flagged cargo vessel SOLONG, carried fluid cargo for the U.S. Department of Defense, substantiating earlier reporting that responders on scene had reported jet fuel as an accelerant.
March 10, 2025 at 4:27 PM
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.
I don't often say BREAKING, but this qualifies.
Reposted by Vmaxpax
Reposted by Vmaxpax
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
Watch the full documentary here: on.ft.com/3Qs7oDW
February 20, 2025 at 4:31 PM
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
Watch the full documentary here: on.ft.com/3Qs7oDW
Reposted by Vmaxpax
"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
www.cbc.ca/news/science...
#climate
U.S. scientists say their work is under attack. Here's what that means for Canada | CBC News
Some U.S. government scientists have been told they can no longer travel for meetings or even join virtual calls with international counterparts, putting a hold on Canadian research and sending a deep...
www.cbc.ca
February 20, 2025 at 4:37 AM
"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
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
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
https://youtu.be/QO44gYU9cqY
t.co
February 19, 2025 at 5:08 PM
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
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.
February 19, 2025 at 4:54 AM
CanadaPlus is going to be an option.
Pincer move on Canada. 😳
This is insane.
Marco Rubio explains that America needs to take advantage of "the incredible opportunity to partner with the Russians geopolitically, on issues of common interest and economically".
Marco Rubio explains that America needs to take advantage of "the incredible opportunity to partner with the Russians geopolitically, on issues of common interest and economically".
February 19, 2025 at 4:53 AM
Pincer move on Canada. 😳
Reposted by Vmaxpax
❗️EU will not lift sanctions against Russia, even if the US does the opposite, says European Commission
February 18, 2025 at 9:55 AM
❗️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
Let's look at the 2 unicorns:
Anduril & Hesling
February 18, 2025 at 10:36 PM
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
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...
www.youtube.com/watch?v=uItR...
Inside West Point: The Future of Technology in Warfare with Mr. Elon Musk
YouTube video by West Point - The U.S. Military Academy
www.youtube.com
February 11, 2025 at 7:13 AM
Inside West Point: The Future of Technology in Warfare with Elon Musk
www.youtube.com/watch?v=uItR...
www.youtube.com/watch?v=uItR...