🇸🇦 The Strait of Hormuz is closed and oil still hasn't hit $150. Here's why.
Energy Economist Anas Alhajji breaks it down: strategic reserves, demand destruction, fuel switching, and a Saudi move nobody was talking about.
"Knowing when they saw the American ships basically coming to the Gulf, they knew something is going on."
Saudi Arabia pre-loaded storage in Egypt and Rotterdam before the war even started. Europe bought itself two months... The clock is still ticking.
@anasalhajji
INSIGHTS:
🇺🇸 Three liquidity injections. Same week.
Fed injected $5,058,000,000 before market open. Treasury released $90,000,000,000 via TGA.
Now the largest Treasury debt buyback in history. $15,000,000,000.
Governments don't inject this much liquidity for no reason.
They inject it when something is breaking.
Or when they're preparing for something big.
The U.S. Digital Asset Reserve announcement is coming within weeks.
Connect the dots.
🚨 CIA JUST CASUALLY ADMITTED BITCOIN IS THEIR SURVEILLANCE TOOL!
CIA General Counsel Michael Ellis admitted: “Bitcoin isn’t truly anonymous… it’s a TOOL we use for intel gathering.”
Russia called it a CIA control weapon. Bitcoin patents reveal it was designed by NSA. China banned it.
They LET it explode on purpose. Why do you think Tether printed endless USDT with no audit for a decade and continues without any scrutiny? Total transparency for the deep state.
That’s why they crucified Ripple with endless lawsuits and attacks.
XRPL is the real power shift: private transactions, zk-privacy for YOU, auditability when needed, compliance WITHOUT mass spying. Built for a post-surveillance world.
@DNAOnChain is building a zero-knowledge privacy system for decentralized identity on the XRPL(https://t.co/9wJytHr7dC).
Private Money. Private Identity.
Bitcoin = CIA’s perfect asset.
XRPL = freedom.
Now Africa, Europe, Asia, BRICS are adopting XRPL corridors into their economy for a true neutral bridge asset…
Your “decentralized” crypto was never yours.
It was always marketed for control and surveillance.
This is rapidly becoming one of the most pronounced stagflationary environments in decades.
Inflation is accelerating while growth is rolling over sharply.
That leaves the Fed in a real bind.
At these levels of debt, you either save growth or kill inflation.
Policymakers will choose the former — because they can’t afford the latter.
https://t.co/AQB5mbjxjl
There is a near-perfect correlation between US oil prices and US CPI inflation, as shown in our below analysis.
As WTI crude surges above $112/barrel, we believe the US economy is bracing for 3.5%+ CPI inflation, particularly if current prices persist through April.
Asset owners will be the only winners in the long-run.
@McClellanOsc Decades ago WHC Bassetti of Golden Gate mentioned something similar without going to details for gold. Interesting. May be kind of natural cycle.
The Brent Dated-to-Frontline (DFL) swap—is a critical instrument used to bridge the gap between the physical and futures markets. In simple terms, it reflects the price difference between Dated Brent (physical North Sea cargoes) and Frontline Brent (the first-month ICE Brent futures contract).
In recent sessions, the DFL has surged into record backwardation, approaching USD 11/bbl and surpassing the previous peak seen in 2022. This sharp widening underscores an intensifying scramble for prompt physical cargoes, clearly highlighting the growing stress and dislocation in the market as buyers compete to secure immediate supply.
Chart source: Bloomberg
Sugar prices are just starting to move after rebounding from a key historical support level.
This could turn into a highly explosive move in my view
Few assets carry such significant societal implications if they begin to rally.
Similar setups here:
https://t.co/Z2VnzWMQwd
@ChinaGlobl Don’t know how you have 30k followers by spreading fake news: the picture isn’t USNS Robert E. Peary. Second, this Cargo ship is in the Caribbean, too far to be reached by Iran.
Stagflation is written all over this move today.
Gold decisively decoupling from overall equities and rising in step with oil and other hard assets.
So much for the liquidation narrative — it’s gone completely quiet now.
Don’t believe everything you read.
Metals remain supply-constrained, historically underowned relative to financial assets, and deeply undervalued in a world where neutral assets are in high demand as governments rush to build critical mineral reserves.
The defining difference from the 1970s?
A Fed with no real capacity to raise rates.
Game on for hard assets.
https://t.co/w11jIlfmVk