Luca Filip

Satisfied with constant improvement.

[Elon Musk @elonmusk]

Prices are critical information without an economy cannot function

[Disciplined_Trader @InnerDiscipline]

This is why i am bullish Today

[₩₳Ɽ ₱₳₮Ⱨ @WarPath2pt0]

Christ is King.

Gm--

[WALKER🪂 @maxl1am]

my mom was really serving us home cooked meals every single day…… younger me didn’t realize how much work and how much of a blessing that is

[ຸ @D9vidson]

a moving man will meet his luck �

[cape @capexbt]

Oil is up 40% in Europe. In the countries closest to Iran it barely moved. You’re not paying for a real shortage. You’re paying for a story.

- Iran closed Hormuz to the world. But Chinese tankers are still passing through. Iran is literally selecting who gets oil
- China stockpiled 1.4 billion barrels before the war started. They knew. Europe stockpiled nothing
- Turkey, Georgia, the Caucasus sit right next to Iran. Pipeline oil still flowing. Prices not moving.
- Europe doesn’t even buy Iranian oil. They’re paying a 40% premium on oil that was never disrupted for them
- The “shortage” raised prices most in the countries furthest from the conflict and least in the countries next to it

That’s not a supply crisis. That’s Europeans being scammed.

[Art Room @artroomoff]

A poetic illustration with a lot of meaning 💟

[Grim @grimcalls]

JESUS CHRIST IS GOD

[The Knowledge Archivist @KnowledgeArchiv]

Netanyahu needs to read Napoleon’s thoughts on Jesus Christ

[Robin Monotti @robinmonotti]

TEN YEARS OF PLANNING BEFORE COVID 'VACCINES'
2011 → Epstein designs vaccine investment fund for JPMorgan and Gates
2013 → Taliban intelligence routed through Epstein's Gmail to Gates's office
2015 → Rothschild Conference — policy recommendations to every government
2017 → Epstein edits Gates's private pandemic simulation workplan
2019 → Event 201 — coronavirus tabletop with dissent management session
2021 → That fund is now formally inside US pandemic infrastructure

[KAT @reallKAT]

That moment you realize, God is more interested in your success than you are. And his greatest investment is you.

[T @nightwatcherT]

Voi va dati seama ce putea spune Ceausescu in 78 la casa alba langa presedintele Jimmy Carter, in contextul de azi?! Crazy cum am fost spalati pe creier sa credem ca era foarte prost Ceausescu.

[Mike Sowden @Mikeachim]

A while back, I learned something mindblowing about the geological history of the Mediterranean Sea, and I just can't get it out of my head.

Now I'm going to make it *your* problem too. Sorry.

Hang onto your hat. This gets wild.

1/

[Shanaka Anslem Perera ⚡ @shanaka86]

Everyone talks about Iranian oil in barrels. Nobody talks about what is inside them. That difference is why Western refineries have been running shadow networks through Dubai for twenty years to get it despite the sanctions.

Crude oil is not a uniform commodity. It is a spectrum of hydrocarbons with different molecular weights, and the composition of a given crude determines how easily it converts into the products refineries actually want to sell: gasoline, diesel, jet fuel, heating oil. The measurement that captures this is API gravity. Higher API gravity means lighter crude with shorter carbon chains, which means lower energy cost to crack, lower processing cost to refine, and higher yield of the light distillates that carry premium pricing. Lower API gravity means heavier crude requiring more energy, more processing steps, more capital equipment, and producing a higher share of lower-value residuals.

Iranian Light crude runs at 33 to 36 degrees API gravity with sulfur content between 1.36 and 1.5 percent. That is the refinery sweet spot. It is light enough to yield high fractions of gasoline and middle distillates without excessive processing costs, but heavy enough to produce the full range of products that complex refineries are designed to process. It is what petroleum engineers call an optimal blend crude.

Now compare the alternatives.

Venezuelan Merey heavy crude runs at approximately 16 degrees API gravity with sulfur between 3 and 5 percent. Refining it profitably requires a coking unit, a hydrocracker, and an extensive desulfurization train. The equipment exists. The economics work for refineries purpose-built around Venezuelan feedstock. It is not a substitute for Iranian crude. It is a different product requiring different industrial infrastructure.

US West Texas Intermediate runs at 39 to 40 degrees API with sulfur below 0.25 percent. In theory, the cleanest and easiest crude to process. In practice, it is so light that it does not yield the heavier middle distillates a complex refinery needs to run at full capacity. European and Asian refineries built around medium crudes cannot switch to WTI without blending it with heavier crudes to achieve the molecular weight distribution their process units require. WTI is not a drop-in replacement for Iranian medium.

Iranian oil fits where both US shale and Venezuelan heavy do not. It is the liquid that flows through the middle of the global refining system without requiring either the coking infrastructure for heavy crudes or the blending operations for ultra-light shale. That molecular fit is why it commands a persistent premium above comparable grades. It is why Indian refineries maintained Iranian crude purchases through every round of sanctions and negotiated the logistics to keep that flow moving. It is why the Dubai shadow banking and trading network that the UAE is now considering dismantling existed in the first place.

The Strait of Hormuz does not just carry oil. It carries the specific category of oil that the global refining system was built to process most efficiently. Closing it does not just reduce supply. It removes the grade of crude that the system runs best on and forces every refinery in the world to run less efficiently on whatever it can find as a substitute.

That is the premium embedded in the $82 oil price. Not just volume. Molecular weight.

https://t.co/ULBgEzZ3A8

[Defiant L’s @DefiantLs]

Romanian news station: "Our only chance is for migrants to come here and have children with Romanian women."

[Luca Filip @LucaFilip2]

@Juniormunir7797 @khamenei_ir @grok who’s Carter ?