316 Photos and videos
India is the world’s second-largest LPG consumer and importer.
According to Grok approximately 20% of LPG is imported by
BW LPG (through its majority-owned subsidiary BW LPG India) $BWLP
Jun 11
U.S. becomes India’s top gas supplier, as Iran war cuts it off from the Gulf
India imports 60% of its liquefied natural gas (LNG) and almost all liquefied petroleum gas (LPG) supplies through the critical waterway, which has been disrupted since the U.S. and Israel first struck Iran on Feb. 28.
Washington supplied 630,000 tonnes of LPG to India in May, roughly 60% more than the 380,000 tonnes the country received from all the Gulf countries put together, as per data from Kpler.
The U.S exported 900,000 tonnes of LNG to India in May, which accounted for more than 40% of India’s total requirement and was a threefold increase on April, Kpler said. (CNBC)
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Veetsam retweeted
With awareness, we can see anger itself, feel its physical sensations, notice how it arises, stays for a while, and eventually fades.
Goodnight sleep tight.
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$HGRAF HydroGraph Clean Power
May 19
The graphene production capacity that’s going to be rolling out is going to result in Wall Street modeling ridiculous numbers for earnings and market cap.
I’ve personally introduced Morgan Stanley to Kjirstin. I plan to follow on with other key banking partners. Morgan Stanley gets critical minerals and the importance of Graphene. They were key in helping MP minerals (which I wrote up prior to the goverment deal they got)
$hg $hgraf is positioned to become the leading nano tech, nano material company.
They will earn support from top Wall Street bankers. In fact, the bankers will compete to support them. They will all get very large goverment deals.
These things don’t happen over night. But, they will happen. Because the gov wants this tech to happen. They want turbostratic fractal graphene made in Texas.
Security of supply… and it’s going to prove to the most enabling revolutionary commodity in recent memory. Wild stuff
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Veetsam retweeted
May 18
I published an article today about KSB SE & Co. KGaA, $KSB one of the world’s leading manufacturers of industrial pumps and valves.
Industrial pumps may sound boring at first. However, some of these highly specialized pumps are essential for nuclear power plants, gas-fired power plants, copper mines, oil sands, and LNG infrastructure.
All of these end markets are already experiencing capital inflows driven by the AI supercycle. KSB supplies exactly these types of specialty pumps.
Anyone who has read Jeffrey Currie’s work also understands the link between AI and commodities. If the commodity supercycle unfolds as he predicts, we are facing a massive wave of investment into the resource sector.
This would require huge volumes of pumps from KSB.
The key point is that KSB is currently trading at a P/E ratio of only around 10, and EV/ebit of 4.7, while aiming to grow revenues by roughly one third by 2030. A “sum-of-the-parts” analysis also reveals significant embedded value within the holding structure, which accounts for more than 50% of the parent company’s market capitalization.
A high-quality business at a reasonable price, with strong long-term tailwinds. There’s not much more one could ask for at the moment. I hope you enjoy the article.
substack.com/@fwriter/note/p…
May 15
Welcome to the most asymmetric trade in modern financial history.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return 217%, GSCI Total Return 205%, Gold 140%. NASDAQ trails at 130%. S&P 500 at 85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
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Das könnte für BW LPG $BWLP ein gutes Jahr werden.
x.com/InvezzPortal/status/20…
May 4
Record US LPG flows are squeezing the VLGC market: Middle East conflict pushed a record 150 VLGCs to the US Gulf by mid‑March, then US LPG exports hit 2.8m bpd in April — Vortexa warns freight rates will stay elevated through mid‑2026 🚢
invezz.com/news/2026/05/02/r…
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Die ToDo Liste wird immer länger.Nach Kuba und Grönland jetzt auch noch Vatikan Stadt.
Gemäß dem Lateranvertrag von 1929 regelt Italien (Nato) die äußere Sicherheit des Vatikans.
Aber ich wollte schon immer ein Duell Trump vs Gott.
Bitte zur besten Sendezeit.
Was für ein Zirkus
Apr 8
The Pentagon summoned the Pope's ambassador, told him the United States has the military power to do "whatever it wants," and warned that the Church better take its side.
They even invoked the Avignon Papacy, a dark chapter in history when a government used military force to bend the Church to its will.
So where exactly does this end? If the Pope refuses to fall in line, what's the next move, bomb the Vatican?
thedailybeast.com/trump-offi…
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#Dividendenjäger
Wer auf hohe Dividenden steht, könnte sich mal Nexi
(Italienischer digitaler Zahlungsdienstleister) anschauen.
Vorgeschlagen ca. 0,30 € pro Aktie = Rendite ca. 9 % bei aktuellem Kurs.
Keine Anlageberatung. Thank you @the_fat_pitch
x.com/i/grok/share/a750cb75d…
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Who might fix this?
The ones at the top?No interest,they want to stay there.
Communism? Tried, failed miserably.Millions of casualties.
God? Created this planet,didn't leave us a manual how to use it properly without destroying it.
Disappeared Godknowswhere,never to be seen again
Trickle-down society. Today’s cartoon by @Royaards. More cartoons: cartoonmovement.com/
#TrickleDown #wealth #poverty #inequality
ALT Cartoon showing a mountain with three tiers. The top of the mountain is flat and forms the first tier; a villa stands here with a pool on the roof; a lawn with trees and a tennis court surrounds it, as well as a high wall. The second tier is also surrounded by a wall and consists of middle class houses. The lowest and smallest tier is crammed full of slum dwellings. Sewer pipes and garbage chutes jut out from the first and second tier and rain down brown sludge and garbage onto the slums on the third tier.
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Grok hat meine Frage verneint.
Und ich habe dieser Tage wohl eine etwas zynische Phase.
Wird auch wieder vorbeigehen.
Und $CSV ist im Depot.
x.com/i/grok?conversation=20…
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Veetsam retweeted
HANetf, a European exchange-traded fund (ETF) issuer, launched its new Ukraine Reconstruction ETF on March 12. The new ETF includes publicly traded companies set to play a role in Ukraine's postwar recovery — such as European infrastructure and energy companies. kyivindependent.com/the-chal…
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It was always metal vs cooked potatoes,so no wonder it survived that long.
Maybe i have engraved "Always Winning" on the handle and send it to the #WhiteHouse as a very precious gift from Germany.
They might need it.
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FAZ Ticker : Der Großteil der deutschen LNG-Importe stammt bislang aus den USA ca 94%.
tickaroo.com/e/GzkaMNrGf5Qh3… via @tickaroo
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In dem Zusammenhang ist NextDecade $NEXT interessant (Rio Grande LNG-Exportterminal) noch im Bau befindlich
Grok, Timeline:
1. Halbjahr 2027: Erste LNG-Produktion und Exporte aus Rio Grande LNG (Train1).
Ab 2030:Weitere Trains gehen sukzessive in Betrieb.
Keine Anlageberatung
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