🚨BREAKING: Ondo Finance confirms the sudden and unexpected passing of founder Nathan Allman.
Allman was an early visionary behind the RWA movement, pioneering the tokenization of U.S. Treasuries.
Prayers go out to his family, friends, and all those around him.
⚡️ Energy Power Is Concentrated in Just 2 Countries
That's the real secret to rule the 🌎
🇨🇳China and 🇺🇸the United States dominate almost everything that matters
🪨 Coal: China = 52% of global production
🛢️ Crude oil: US = 21%, Saudi Arabia = 11%, Russia = 11%
🔥 Natural gas: US = 25% of global output
☢️ Nuclear: US = 30%, China catching fast at 16%
🌊 Hydro: China = 30%
☀️ Solar: China = 39%
🌬️ Wind: China = 40%
🌽 Biofuels: US = 37%, Brazil = 22%
The energy transition is additive, not substitutive.
China leads in coal + renewables at the same time.
The US dominates oil, gas, nuclear, and biofuels.
Energy security is about scale across systems, not picking one fuel.
China doesn’t “choose” coal or renewables... It uses everything
The US doesn’t move past oil... It layers energy sources.
🇪🇺 Europe isn’t even in the top tier on most categories.
Energy power in 2026 is who can produce, process, and control energy at scale.
And right now, that club has 2 members.
One barrel of oil🛢️
Here's what it actually makes:
🚗 Gasoline to drive 280 miles
🚛 Diesel fuel for 40-50 miles
⚡ Nearly 70 kilowatt-hours of electricity
🕯️ Wax for 170 birthday candles
🖍️ 27 crayons
🛞 1 gallon of asphalt
And then the petrochemicals:
🪥 540 toothbrushes
🧴 750 pocket combs
👕 39 polyester shirts
🥤 65 plastic cups
🏀 135 rubber balls
Everything on this list gets more expensive when Hormuz closes.
Oil is the raw material of modern life.
And we just spent 6 weeks without enough of it.
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Global Oil Production🛢️
Dive into the trends, key players, and insights shaping the energy landscape.
Watch now to stay informed on this critical industry!
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#oott
The world's largest shipping company just became the world's largest crude tanker operator.
Most people know MSC from container ships.
The Aponte family built the most powerful private shipping empire on earth from scratch.
Now they've added crude tankers
50% stake in Sinokor Petrochemical.
118-130 VLCCs.
17-24% of the global spot crude tanker market.
Why now? The timing is everything.
VLCC spot rates:
Peak 2026: $100,000/day 🚀
Expected average: $55,000-65,000/day
Thin orderbook. No new supply coming.
3 reasons this deal is genius 👇
1️⃣ Direct Hormuz leverage
Every closed strait. Every rerouted barrel. Every sanctioned tanker = higher VLCC rates = pure cash.
2️⃣ Perfect cyclical hedge
Containers weak? VLCCs strong.
Msc just weatherproofed his entire empire.
3️⃣ Absolute market power
Sinokor controlled nearly ALL prompt VLCCs from the US Gulf for weeks.
US Gulf→China: $17.3M per voyage. Highest since 2020.
The energy war created chaos for everyone.
Except the people who own the ships 🛢️⚓
I break down what this means for markets 3x per week. 📩 Subscribe now, I just published a new article. Link in bio.
Everyone's talking about LNG but most people don't actually know what it is.
Quick breakdown before it becomes the most important acronym of 2026 👇
⚡ LNG : Liquefied Natural Gas
Methane cooled to -162°C
Powers ships, trucks, power plants
Transported by sea in massive tankers
This is what Qatar exports. This is what's now offline.
⛽ CNG : Compressed Natural Gas
Same methane, stored at high pressure
Used for buses, cars, transport
Pipeline dependent
🔴 LPG : Liquefied Petroleum Gas
Propane + Butane
Your cooking gas. Your heating.
The one hitting households first.
Why does this matter right now?
Ras Laffan ,the world's largest LNG facility is offline for 3-5 years(as the CEO commented yesterday)
20% of global LNG exports is Gone.
China, India, Taiwan, South Korea, Italy all major buyers are scrambling.
LNG in 2026 it's a weapon, a crisis, and a geopolitical chessboard♟️
Understanding the difference between these three could save you from a lot of confusion in the months ahead.
📩 I break down what matters every week in my newsletter
Link in bio
THE MINERALS MAP THAT RUNS THE WORLD🌎
🔋 Cobalt
• 🇨🇩 DR Congo controls 76% of global supply
One country. One chokepoint.
🔌 Nickel
• 🇮🇩 Indonesia produces 60% of the world’s nickel
The backbone of batteries and stainless steel.
⚡ Lithium
• 🇦🇺 Australia 37%
• 🇨🇱 Chile 20%
• 🇨🇳 China 17%
Mining is diversified. Processing is not.
🧲 Rare Earths
• 🇨🇳 China controls 70% of production
And an even higher share of refining. This is the real leverage point.
☢️ Uranium
• 🇰🇿 Kazakhstan ~39%
• 🇨🇦 Canada ~24%
Nuclear security is already multipolar.
🪙 Copper
• 🇨🇱 Chile 23%
• 🇨🇩 DR Congo 14%
• 🇵🇪 Peru 12%
Exactly where political risk and ESG friction are highest.
The West does not have a reserves problem.
It has a control problem.
Mining is fragmented across:
• Africa
• Latin America
• Central Asia
Processing, refining, and downstream leverage are highly concentrated, often outside the US and Europe.
That is why:
• Industrial policy is back
• Supply chains are being militarised
• “Friend-shoring” matters more than price
• Minerals are replacing oil as the strategic constraint
Which mineral do you see as the biggest hidden bottleneck over the next decade. Copper, lithium, rare earths, or uranium?
(Do not forget to subscribe to my newsletter link in my bio)
#CriticalMinerals #Geopolitics #Commodities #Mining
💰$1.7 Trillion vs $626 Billion
🛢️Who really dominates the global energy system?
Top players in the global energy sector:
• 🇸🇦 Saudi aramco $1.74T
• 🇺🇸 ExxonMobil $626B
• 🇺🇸 Chevron $379B
• 🇨🇳 PetroChina International $334B
• 🇬🇧 Shell $243B
• 🇨🇳 CNOOC International $174B
• 🇫🇷 TotalEnergies $171B
Energy markets are entering one of the most volatile geopolitical periods in decades:
• Strait of Hormuz tensions
• Sanctions reshaping oil trade
• Strategic competition between the US and China
• #OPEC+ difficulties
In this environment.
#Energy companies are no longer just corporations.
They are strategic geopolitical actors.
The global oil system is not evenly distributed.
It is concentrated in a handful of companies and countries.
And the largest of them all sits where the war is live
💡If you want to stay ahead of the next move
Subscribe to the newsletter (link in my bio) and do not miss my latest article👇https://t.co/bTWsn3bTmG
#oott
The Key Material in an EV Battery
🔋 60 kWh battery = ~185 kg of minerals
🪨 Graphite – 52 kg
🧱 Nickel – 29 kg
⛏️ Manganese – 20 kg
🔩 Copper – 20 kg
🧲 Cobalt – 8 kg
🪨 Lithium – 6 kg
⚙️ Steel – 20 kg
🧱 Aluminum – 35 kg
🚨 Most people are using Claude completely wrong.
Anthropic quietly released Claude Cowork — an AI that can:
• Organize files
• Run tasks in parallel
• Control Chrome
• Build plugins
• Generate full deliverables
And almost nobody knows how to use it.
Here’s the complete guide:
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🧠 What Claude Cowork can actually do
• Access local files (no uploads needed)
• Run multiple AI agents in parallel
• Control your browser
• Generate real outputs (Excel, PPT, Docs, PDFs)
• Connect with tools via MCP
• Run code in a sandboxed VM
Basically: AI that works like a teammate.
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⚡ 11 Official Claude Plugins
1. Productivity → tasks & workflows
2. Enterprise Search → company-wide search
3. Plugin Create → build plugins with prompts
4. Sales → deal research
5. Finance → reconciliation & models
6. Data → dataset queries
7. Legal → contract review
8. Marketing → campaigns
9. Support → ticket triage
10. Product → specs & roadmaps
11. Bio Research → literature review
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🧩 Prompts that make Claude powerful
Use prompts like:
• “Organize my downloads folder by file type and date.”
• “Create an expense report from these screenshots.”
• “Research competitor pricing and build a spreadsheet.”
• “Scan Gmail & summarize urgent client messages.”
• “Build a 12-slide investor pitch deck from this folder.”
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💡 The real shift
Claude isn’t just answering questions anymore.
It’s executing work.
Think:
AI = Operator
You = Director
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📌 Save this cheat sheet.
You’ll need it soon.
Follow @Shruti_0810 for more AI breakdowns like this.