GSchmidt

All things Macro, Finance, Sustainability, Energy, and Disruptive

[GSchmidt @gschmidt_MTL]

@ezralevant The arrogance of this woman is disgusting

[GSchmidt @gschmidt_MTL]

@MPelletierCIO What an embarrassment that we replaced the best PM in our history.... with this man

[GSchmidt @gschmidt_MTL]

@EvanLSolomon Why should canadians pay for it... have you personally donated to Ukraine? I have in the thousands and even I am saying this needs to stop!
It is easy to give away money that you have no accountability to!

[GSchmidt @gschmidt_MTL]

@junonewscom For what? What do my hard earned tax dollars actually provide for me and my family?
Asking for a friend @MarkJCarney

[GSchmidt @gschmidt_MTL]

@MarioNawfal This is straight up BS, and canada gets Zero in return!
This liberals have destroyed what was once a nation i was proud about

[Mario Zelaya @mario4thenorth]

This is my “secret” that nobody knows.

I’ve never said publicly & instead I took years of abuse for my positions on Indigenous affairs in Canada.

My wife & my three kids: They are First Nations.

But I don’t believe my kids resumes need to be put on the top of a stack because they are First Nations.

I believe in equality. I believe in a merit based system.

I don’t believe we should be asking unelected chiefs for permission to build nation building projects.

I believe in uplifting the country as a whole.

I don’t believe in mass graves of children as a result of genocide.

Facts show mass graves were common for communities as a whole because of Tuberculosis.

I believe Residential schools did exist.

I do not deny them.

I agree - there were flaws. But I don’t believe nuns and teachers were taking the life of children.

I also don’t think it’s sustainable that we spend $30 billion per year on Indigenous Affairs while First Nations life expectancy continues to decline.

Look it up; they die younger.

We must acknowledge that something is broken.

Those who actually need help, are not getting it.

The Liberals created an environment that doesn’t help those in need, but instead helps a consultant Liberal class.

Did you know that when Harper was PM, he created the First Nations Financial Transparency Act?

Since we fund First Nations bands with our taxes, audited financial statements must be provided or face enforcement, fines/consequences.

The public, the First Nations band members, they deserve transparency from their Chiefs.

The Liberals paused the enforcement. Completely.

Ask yourself: Why?

Did you know that a First Nations band, an individual, HAD TO SUE HIS OWN CHIEF because they would not disclose where their money was going? It’s absurd. He & his people have the right to know. So do we, as taxpayers.

I’ve sat back, and seen all the negative comments, threats and how I “hate” First Nations.

And it couldn’t be further from the truth.

There’s a world that exists, where you can fight for truth, honesty, transparency & normalcy, and it not be considered hateful.

I love my wife & my kids.

I want to see First Nations AND all Canadians thrive and succeed.

WE ARE ALL EQUAL.

[Michael A. Arouet @MichaelAArouet]

Wow, this chart is simply unreal.

Did Canada join the European Union, or did it decide to deindustrialize on its own?

[Julian Klymochko @JulianKlymochko]

NorthStar / Viking Acquisition I deal overview

Space and satellite data analytics company
$405 million enterprise value
$30 million PIPE
Closing Q3
Symbol $NSTR

PR: https://t.co/v61y0ElAJP
IR deck: https://t.co/mosqCqKlMZ

Disclosure: Long $VACI shares + warrants in $ARB.to

[GSchmidt @gschmidt_MTL]

@trader_casper You missed the most important part...the precision that NorthStar achieves is materially greater as well

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Yes.
1. Safe passage for two weeks clears up a tiny fraction of the backlog
2. It does nothing to fix the production offline

[Ed Conway @EdConwaySky]

👀 Blimey
@energy_said (one of the smartest energy analysts around) calculates that if oil continues to be disrupted as it is today it "would push prices upwards by $1/bbl per day, until prices surpassed $250/bbl, while almost zeroing global GDP growth."
Totally catastrophic.

[Derek Thompson @DKThomp]

JPM's Michael Cembalest:

In the ~160 years after the Civil War, US presidents fired 11 four- and five-star military officers.

In Trump's first 14 months, the White House has fired 9 of them.

[The Energy Realist @EnergyRealist25]

Japan shorting oil futures - you can't make this up 🤦‍♂️

"Japan would tap its $1.4-trillion foreign exchange ⁠reserves and build short positions in the oil futures market by selling futures contracts to push down prices"

https://t.co/kT8ucUEsjL

[The Maritime @themaritimenet]

The LNG market just got tighter ⚠️
Australia’s Darwin LNG plant has stopped exports for now. This happened on today, right when demand is already high and supply from the Middle East is under pressure.

With the recent restart of the Barossa project's gas supply, this plant is essential to the Asia-Pacific supply chain. There will be fewer LNG cargoes on the market if the shutdown continues for several weeks.

This may affect prices and flows throughout Asia and even Europe, so it's not just a local problem. The LNG market doesn’t have much cushion right now… and it’s starting to show.

[Bloomberg @business]

Airgas, one of the largest distributors of packaged gasses in the US, will curtail helium shipments after Qatar halted production at a major liquefied natural gas facility following an Iranian strike https://t.co/8LNZcvpfaS

[SPRAVDI — Stratcom Centre @StratcomCentre]

With no means to extinguish such massive blazes, for the second day in a row, Russians watch their country's largest oil export facility burn on the Gulf of Finland.

The Primorsk oil facility has now been ablaze for over 35 hours, with no end in sight.

[Marc Nixon @MarcNixon24]

HAPPENING NOW: Shuvaloy Majumdar OBLITERATES the LEFT Net Zero Anti-Energy Policies.

After you watch his SPEECH there won't be a SINGLE Liberal SUPPORTER left in CANADA.

[Kirk Lubimov @KirkLubimov]

🚨Mass fraud in Canada's student visa program.

Auditor General of Canada found that over 150,000 students were potentially non-compliant in just 2 years and Canada investigated only 4k thousand of them.

They found many cases of the straight up fraudulent documents just to enter Canada and later applied for other visas, including surge of asylum claims by students.

The Liberal government was rubber stamping everyone into the country with open arms....Holly f!

Now they are giving them citizenships.

[Brian Tycangco 鄭彥渊 @BrianTycangco]

Spoke with some friends in the plastics business. They are just about out of raw materials and cannot find new supplies as China restricts exports of petroleum-related downstream products. This is going to get much worse before it gets better.

[Thierry Bros @thierry_bros]

If Hormuz stays shut for long, the world faces a min 10 mb/d 🛢 shortfall — a decade of demand growth erased.

10 years of economical growth would be wiped out.