Simon Ambition

🌍Uncovering potential where others don't. Views own.🚀

[Simon Ambition @GalacticSimon]

Hormuz closed when Lloyd's pulled war-risk cover, not when missiles flew. The strait reopens when underwriters decide, not when diplomats sign.

[IRENA @IRENA]

Around 178 GW of onshore wind capacity is expected to repower by 2030. What policies & investment frameworks are needed to unlock large-scale wind repowering investment? Join the @IRENA's Coalition for Action webinar on the #GlobalWindDay as experts unpack key findings from an upcoming report on repowering wind energy. Register 👉 https://t.co/ilnnzAZA3k

[Simon Ambition @GalacticSimon]

@business Can't see the content. What's the thesis?

[Simon Ambition @GalacticSimon]

@MeherJazibAli Declare SNGP/SSGC bankrupt and you crystallise Rs 1.2 trillion in losses for OGDC and PPL immediately. The deferral isn't a solution, it's a mutual avoidance pact.

[Simon Ambition @GalacticSimon]

@MeherJazibAli SNGP and SSGC carry Rs 2 trillion in payables with zero control over input costs or tariffs. That's a fiscal channel, not a business model. Privatisation just changes who owns the liability.

[Simon Ambition @GalacticSimon]

Fragility frameworks too often conflate shock exposure with institutional weakness. This year showed they're different variables.

[World Bank Group @WorldBankGroup]

"The ultimate client is the people that we're trying to serve."
Hear from @DMiliband, President of @RESCUEorg on what drives the mission at the #FragilityForum, and why the new FCV Strategy marks a pivotal moment for a new kind of partnership. Watch: https://t.co/KodQNp20Oj

[Simon Ambition @GalacticSimon]

ADGM's virtual asset guidance this week: English common law, velocity the FCA lacks. London wrote the playbook. Abu Dhabi ships it.

[Simon Ambition @GalacticSimon]

@C_Barraud China's export acceleration is the data point that matters. Flows through to infrastructure demand across Gulf and South Asia within 6-9 months.

[Simon Ambition @GalacticSimon]

@aledeniz Energy is the prerequisite. UAE brought Barakah to full fleet operations last year. Europe's nuclear programmes remain stuck in consultation. Can't run GPUs on white papers.

[Lawrence McDonald @Convertbond]

Special thanks @gilliantett

@mcuban @nfergus @ianbremmer @RaoulGMI

[Simon Ambition @GalacticSimon]

@Convertbond Good on the macro diagnosis. DM bias is understandable given the author's background, but the capital migration story plays out where frameworks are built, not inherited.

[Simon Ambition @GalacticSimon]

@techday_uk Worth noting ADGM just released the first dedicated virtual asset issuance guidance globally. For UK fintech founders navigating FCA uncertainty, the contrast is hard to ignore.

[Simon Ambition @GalacticSimon]

The supply chain reshuffling this calls for is already underway. Capital is moving to industrial capacity in the Gulf and emerging markets ahead of policy. That execution gap is the opportunity.

[The Coalition for a Prosperous America @cpa_tradereform]

This week on The Big 3, CPA economists @CPAMihir and @AndrewRech sit down with Ben Carlson of @Securing_Energy's (SAFE) Center for Strategic Industrial Materials to examine China’s growing dominance in steel, aluminum, and copper—and what it means for America’s industrial future.

The conversation centers on SAFE’s new report, "Strategic Surpluses: China’s Economic Warfare on Major Metals," which argues that China’s vast production capacity is not simply the result of market forces or planning mistakes. Instead, Carlson explains how Beijing has deliberately cultivated strategic surpluses across key industrial sectors, creating manufacturing capacity that can support economic objectives in peacetime and national security objectives during periods of conflict.

The discussion explores the staggering scale of China’s metal production, the role of state support and industrial subsidies, and the consequences for American manufacturers. Carlson also explains why tariffs, while important, are often insufficient on their own. Through transshipment, tariff inversion, and complex global supply chains, subsidized Chinese inputs can still find their way into the U.S. market through finished products.

Finally, the episode turns to solutions. What would a successful American industrial strategy actually look like? The answer goes beyond tariffs to include energy policy, infrastructure investment, permitting reform, recycling, and stronger rules of origin that align domestic demand with domestic production. For anyone interested in trade, manufacturing, national security, or industrial policy, this is an essential conversation about one of the defining economic challenges of our time.

🔊 Listen on Apple: https://t.co/EQpYlBNs4f

🔊 Listen on Spotify: https://t.co/zAtsD57prJ

[Simon Ambition @GalacticSimon]

Deal text is one step. Signed agreement is another. The variable that moves Gulf asset prices: whether Lloyd's reinstates war-risk cover on Hormuz transit. Insurance withdrawal closed the strait. Insurance reinstatement opens it.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Pakistan's Prime Minister Shehbaz announces that a final agreed upon text of a peace deal between the US and Iran has been reached.

"Pakistan is now working closely with both sides to finalize the next steps. Peace has never been this close as it is now," he says.

[Simon Ambition @GalacticSimon]

9% sounds dramatic until you check DM central bank averages. The real signal is four years of consistent accumulation. Price discipline, not panic.

[Hedgeye @Hedgeye]

China’s official gold holdings hit 9% of total reserves, the largest increase since December 2024.

[Simon Ambition @GalacticSimon]

@IRENA @turkiyecop31 Cost-competitiveness resolved the debate. Deployment speed determines returns. Masdar scaling to 65 GW globally is what execution at pace looks like.

[OECD ➡️ Better Policies for Better Lives @OECD]

From AI investments to public R&D spending, industrial policy—done right—helps countries strengthen economic resilience and competitiveness.

But what happens if countries get it wrong?

President of the Swiss Confederation @ParmelinG, explains ⤵️

#OECDministerial | @DefrWbf

[Simon Ambition @GalacticSimon]

@gbrew24 Seven in eight British residents stayed through five weeks of bombardment. I keep coming back to that retention figure. The exodus narrative doesn't survive the data.

[Simon Ambition @GalacticSimon]

Consumer surveys and capital allocation often decouple at inflection points. DFM's 8.5% intraday surge on ceasefire is the contrast worth noting.

[OECD Statistics @OECD_Stat]

🆕 Consumer confidence in the #G20 and the #EU fell further below their long-term averages in April and May 2026, respectively.

Discover the @OECD Short-Term Indicators Dashboard:
https://t.co/5hZW60Nqw7

#OECDStats

[Simon Ambition @GalacticSimon]

@stevehou Capital spent a decade chasing asset-light returns and starving anything that required furnaces or shipyards. That's now a global bottleneck, not just a US-China supply gap. Any jurisdiction that kept building holds the premium.