Vmaxpax

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.

Jesus, that's a strong link.

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.

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...

Hey Mr. Giles, I was also hacked because of my Russia tracking, back in 2017. I immediately closed that machine, closed out all emails and social media accounts. Bought a new machine, new accounts. Quite an archive on that laptop if I ever feel bold enough to open it ha.

The World According to Xi Jinping - Lowy Institute

The World According to Xi, from my Lowy Institute colleague Richard McGregor.
@lowyinstitute.bsky.social
interactives.lowyinstitute.org/features/wor...

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.

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...

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.

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...

🎯

Danmark overvejer at beslaglægge skibe med russisk olie Russisk ambassadør kalder det pirateri og advarer kraftigt mod at bremse den russiske skyggeflåde.

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

Boom

While probably not in China, am realizing Palantir also a player this field, as they're trying to gain more commercial contracts,. aerospace.honeywell.com/us/en/about-...

And Honeywell, of course, wants to build it for them, especially targeting Aerospace.

Implementing CCP's 'East for East" and “East to Rest” strategies

+ The 'connected factory' utopian state ;)

To drive this ambitious plan, the Chinese government has established state funds that together manage over US$5 trillion in assets. These funds are investing in tech start-ups in fields such as artificial intelligence, robotics and aerospace.

#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.

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.

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...

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.

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 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.

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...

Just incredible. I hope there is more investigation into Russian captain and crew, casts this situation in entirely different light.

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...

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 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.

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 A report from UK thinktank RUSI acknowledges — slightly grudgingly — that tactical drones are the most lethal weapon in the Ukrainian arsenal and are transforming warfare

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

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...

"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

Hengli Heavy looks to hire 30,000 for new China shipyard Construction of the new yard was completed in just five months, highlighting the Chinese builder’s aggressiveness in capacity expansion. However, the ambitious project faces challenges

If we want to be competitive (both commercial and naval) key issue is lay down of physical architecture for building ships.

[me: look at China's recent yard, odds that Trump now copies China? Hengli built in 5 months]

www.lloydslist.com/LL1152261/He...

Have started working on, but will take awhile to get there.

But if you do that big fiscal commitment for building affordably and fast, which admittedly the Chinese have done. Took a lot of their national resources & poured it into physical lay down for ship construction

Hon N Guertin, Asst Sec Navy Research, Development & Acquisition:

Radically accelerating production timelines will require:

> A different fiscal laydown
> Automate processes, training for crew
> Training engineers to design ships for rapid builds

That won't happen right away.

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