Grahf 9065

Aficionado del wrestling.

[Andrea 🇮🇹🇪🇺🤝🏻🇪🇸🇪🇸🇪🇸 @ClassicalSocdem]

“We will nationalize time”

This is not a social democrat or a commie, just a pure, unfettered radical liberal from 1793

[Grahf 9065 @abelsol6]

@MenchOsint Weren't the UAE's proxies defeated by the Saudis earlier this year?

[00000🇵🇸🇸🇩🇨🇩 @imnotamark]

AEW's biggest match of the year being about Goku and Charlie Kirk

[amos hochstein @amoshochstein]

As Trump weighs escalation or a deal, he's confronting a harsh reality — the Russia and Iran fronts are coalescing, and the tools to manage the next energy shock are disappearing week by week.

🧵

1/ When the Hormuz MOU was announced, transit relief flowed to crude — not diesel, gasoline, or jet fuel. That gap is now the market's biggest vulnerability.

2/ Ukraine's systematic strikes on Russian refineries forced Moscow into a full ban on diesel exports — producers and traders alike. Russia is ~11% of global diesel supply!!!

3/ Refining margins — here and globally — are at record highs. Crack spreads are telling you refined products, not crude, are the real chokepoint right now.

4/ EIA / DOE itself is now flagging that Cushing, OK — the WTI crude delivery point — is at tank bottoms. Storage bottomed near 19M barrels in June, lowest since 2014, and has barely rebuilt since.

5/ The SPR is heading below 300 million barrels — territory we haven't seen in over 40 years. That's the shock absorber for the next disruption, and it's almost gone.

6/ China bought the world time, cutting imports by 4-5 million b/d at the peak of the shock. It's now re-entering the market — lifting fuel export curbs, restocking. That cushion may not be there next time.

7/ If Hormuz escalates again, the tools that existed in March — SPR headroom, Cushing storage, Chinese demand destruction — are shrinking every week.

8/ It's not just energy. The 10-year is near a two-month high at nearly 4.60%, and the 30-year has traded above 5% since July 7 — the bond market pricing in exactly the inflation risk this points to.

9/ At the pump: gasoline will likely rise above $4 again in days, diesel has already re-crossed $5.00 — both at or above levels last seen in 2022.

10/ Time to cut losses and make a deal. Markets are holding — but the tools to manage the next crisis are running out, and China may not bail us out again.

[Grahf 9065 @abelsol6]

@marco_bonesi @MenchOsint That's what all the insiders are saying

[Grahf 9065 @abelsol6]

@marco_bonesi @MenchOsint I think the speech was a revelation about an alleged intervention in the 2020 elections (basically, he's going to launch his campaign for the midterm)

[DiscussingFilm @DiscussingFilm]

The first trailer for ‘I PLAY ROCKY’ has been released.

The film follows a young Sylvester Stallone & the dramatic journey it took to get ‘ROCKY’ made.

In theaters on November 20.

[🦀 YORA 🦀 @yoracrab]

wanted to draw......hideo kojima

[Grahf 9065 @abelsol6]

@MenchOsint Interestingly, Iraq's puppet prime minister is set to visit Tehran next week 👀

[Grahf 9065 @abelsol6]

@MargemSultejano @MenchOsint There was a Saudi king who threatened the Nixon administration with a second oil embargo and was then mysteriously assassinated and replaced by his brother...

[Grahf 9065 @abelsol6]

@MenchOsint but I don't see Saudi Arabia fighting against both Yemen and Iran at the same time...

[Grahf 9065 @abelsol6]

@MenchOsint If that were to happen, the U.S. could use the Saudis to launch a ground operation along the Iranian coast, and they wouldn't have to put "boots on the ground"—which is what Trump seems to want to avoid.

[N @dearvotion]

Let’s pose with ancient mama.

[daniliro 🏎️🇪🇸 @dani_liro]

Euro 2004: Grecia 🇬🇷
Euro 2008: España 🇪🇸
Euro 2012: España 🇪🇸
Euro 2016: Portugal 🇵🇹
Euro 2020: Italia 🇮🇹
Euro 2024: España 🇪🇸

PIGS SUPREMACY

[Troll Football @TrollFootball]

Live scenes from France

[Grahf 9065 @abelsol6]

@Anujbost necesitamos que la carpeta de memes de anuj sea de dominio público

[🍜RBKjin @eggramen_]

Daeron's Salon / 𝓢𝓪𝓵𝓸𝓷 𝓭𝓮 𝓓𝓪𝓮𝓻𝓸𝓷
#hotd

[As⭑ | HOTD ⚔️ @castlesltime]

ven, no es mentira lo que decía kjj

[Grahf 9065 @abelsol6]

@MenchOsint Right now, a regional war on multiple fronts is in Israel’s interest alone, and it’s that bastard Netanyahu’s wet dream.