Kavindra

everything I post here are my simple opinions. Indonesian born, but belongs to all nations🇺🇳 | Managing Nord & Smith | a retweet is not an endorsement

[Kavindra @HeyKavindra]

@HowThingsWork_ Ferrari will charge you $15.000 for this

[Tansu Yegen @TansuYegen]

Ferrari shows why their hand-painted badge option is worth $15,000…

[Kavindra @HeyKavindra]

@freemaowtf Max in 2026🔥

[kd🚀 @mercsogyny]

I’m crying real tears man😭😭😭

[Kavindra @HeyKavindra]

Bismillah, semoga Allah berikan taufik dan hidayah kepada pemimpin negeri kami dalam menjaga keamanan dan kesejahteraan masyarakat

امين اللهم امين

[Pink Bourbon @pinkbourbon8898]

They're right for Japan, Korea, and Singapore. Those guys source 75% of refined products from the Persian Gulf. Hormuz closes, they bleed.

But Indonesia is a different story entirely.

Yes, Indonesia imports refined products. Pertamina's refining capacity doesn't fully cover domestic demand, so Pertalite and Solar get bridged through imports. The Hormuz shock hits that. Real exposure.

What makes Indonesia different is this.

Indonesia's actual risk from this isn't supply. It's fiscal. If oil prices spike because Hormuz stays closed, the government's subsidy bill for Pertalite and Solar expands. Wider deficit, rupiah pressure. That's the bear case for Indonesia, and even that's manageable.

The bull case is what nobody is talking about.

Indonesia runs B40 right now. 40% of every liter of diesel consumed domestically is palm oil biodiesel, not petroleum. When oil spikes, the incentive to push toward B50 or B55 gets stronger overnight. Import volume drops. Indonesia self-hedges using its own CPO supply. No other country in Asia has this. Not Korea, not Japan, not Singapore.

Then there's coal.

When Hormuz disrupts LNG and oil flows into Asia, the fastest lever available to power generators in Japan, Korea, and India is gas to coal switching. Indonesia is the world's largest seaborne thermal coal exporter. ADARO, ITMG, PTBA, BUMI don't suffer from this scenario. Export volumes go up. Realized prices go up. Royalty revenue to the government goes up.

Same logic on LNG. Indonesia exports from Bontang and Tangguh. When Middle Eastern supply gets disrupted, the spot premium on non Gulf LNG widens. Indonesian cargoes price up.

Same logic on CPO. High oil equals strong biodiesel demand globally equals strong CPO prices. Indonesia and Malaysia control 85% of global supply.

You see, Indonesia pays more for refined product imports. Fiscal subsidy pressure rises. Rupiah is a watch item. Those are real negatives.

But Indonesia earns more on coal exports, earns more on LNG spot, earns more on CPO, and reduces net petroleum import volume through accelerated biodiesel blending. The terms of trade move in Indonesia's favor, not against it.

The conventional take is "Indonesia is a net oil importer so oil shock is bad." The correct take is Indonesia is a net energy exporter in the commodities that directly substitute for disrupted Persian Gulf supply. A sustained Hormuz closure improves Indonesia's aggregate energy trade position, not deteriorates it.

Happy Sunday and Happy Easter.

[Kavindra @HeyKavindra]

@Dandhy_Laksono The level of stupidity of this statement is astronomical. The cost to accommodate Hajj and Umrah visitors is a lot more than the money that flows into Saudi.

[Faris Al Hammadi @FarisHammadi]

May Allah protect the good people of Iran and bless them with a righteous government that cares for them and provides them with a good life.

[ONE @One_Dawah]

A brother went and interviewed Palestinians in Gaza about Iran and the Rafidah

Alhamdulillah, look at their responses

[Faris Al Hammadi @FarisHammadi]

Shamsi: Ya Uthman Farooq, don’t deceive the Muslims!

[Faris Al Hammadi @FarisHammadi]

O Allah, protect the UAE and all Muslim lands. Protect all Muslims and all innocent people. Preserve for them the blessing of safety and security, and make their lands peaceful and stable.

[Faris Al Hammadi @FarisHammadi]

Posted on 12/01/2026 on IG:
I was asked about Iran

[Inside the Haramain @insharifain]

O Allah, protect Saudi Arabia 🇸🇦
The land of the Two Holy Mosques, the place where revelation descended, and the Qiblah of the Muslims.

[Elon Murz | SVP of Meme Engineering @ecommurz]

Never understood why some public officials treat a PhD like a checkbox. Its a research degree, not a status badge. A real PhD takes YEARS of deep work n research. If someone can run a full public office while “doing” one, either they r superhuman... or the standards arent what they should be..

[Kavindra @HeyKavindra]

Urgently hiring a Campaign Media Planner (Offline) @hrdbacot #lokercot

Please send me a DM, and apply on👇🏽

https://t.co/Xr3K0KxEya

[Kavindra @HeyKavindra]

@rsngprad Getting into Google is tougher than getting into Oxford.

[saudinesia @saudinesia]

Pesan Syekh Yasser Al-Dosari kepada kaum muda:

Fokuslah pada pencarian ilmu kalian sendiri, bukan pada urusan publik.

Kaum muda adalah pembangun masa depan. Jika kalian membangun diri kalian berdasarkan ilmu, kalian akan membuat keputusan masa depan berdasarkan akal budi kalian, bukan emosi kalian.

Tidak seorang pun dapat memanipulasi kalian secara emosional karena kalian akan memiliki ilmu untuk melindungi kalian.

Perhatikan bahwa mereka yang terlalu terpaku pada emosi terlibat dalam sesuatu yang bukan keahlian mereka, dan dengan demikian menghancurkan diri mereka sendiri.

[Inside the Haramain @insharifain]

A viral image is being shared online with claims that it shows the Kaabah’s Kiswah laid on the ground.
As Muslims, we have an amanah to verify before we speak or share.

After reviewing the photo internally with Haramain experts and comparing it with authenticated Kiswah references, our conclusion is clear.
The textile shown in this image showing the Kiswah does not match the real Kiswah.

Key issues we noted include a clear scale mismatch, missing expected outlining and contrast, border inconsistencies, and pattern and motif differences.

Please do not spread this image as verified evidence.
Allah guide us to truth and protect our tongues from speaking without knowledge
https://t.co/z3w9937v8v

[Kavindra @HeyKavindra]

@fotodakwah @aimr0d

[Karthik Hariharan @hkarthik]

“We used to review every line of code before it went into production”.

[القرآن @Quranconnect_]

Your Death will come on an ordinary day, in the middle of unfinished plans, and the world will continue on without you.

[Kavindra @HeyKavindra]

What an Era.

[Lewis Hamilton @LewisHamilton]

New era @ScuderiaFerrari