James Makinde

vivre et laisser vivre

[James Makinde @mcniran]

@Corballyred This shows you haven't been watching. He is the slowest player in the team. He doesn't fight, doesn't understand he is playing for something, doesn't track back. He may be a good footballer, but not a Liverpool footballer.

[James Makinde @mcniran]

@LFC @premierleague It should have happened much earlier. He wasn't the right fit for the club.

[James Makinde @mcniran]

@FabrizioRomano A good news! The team was horrible to watch throughout the season. And to those that said he should have been spared because of the 24/25 season, go watch again from middle of the season when his "tactics" started taking shape. He was a drag on the team.

[James Makinde @mcniran]

@SportsAdigun This is so sad. He was such a gentleman. May his soul rest in peace.

[Nakul Sarda @nakul_sarda]

I've stopped reading Gulf war headlines. Here's what I track instead.

We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal.

But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this.

So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie.

1. Ship insurance premiums through Hormuz

This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that.

2. How many ships are actually crossing

Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker.

3. Paper oil vs real oil

This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number.

4. The mid-April cliff

Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory.

Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.

[James Makinde @mcniran]

@FabrizioRomano End of an era! You've done well, champ. YNWA

[James Makinde @mcniran]

@Soulmedika @Bimbolafredrick How can we support his ministry?

[James Makinde @mcniran]

@anfieldforge An absolute shambles. Nothing impressive in the team selection and play. Flo isn't a Liverpool player, he plays like nothing is at stake, a total burden on the team. Isak, a good footballer but not needed, his presence weighs down the team. The Manager is in over his head.

[James Makinde @mcniran]

@LFC At what point are we going to tell ourselves the truth? Flo is more of a burden on the team. If he is good(a big if) he is at best not a Liverpool type player.

[Aare kurunmi kakanfo @AKakanfo]

I am not surprised that Ebiras were mentioned in this article as the ethnic group that is acting as the launching pad for Jihadist campaigns across Western Nigeria.
The radicalisation of Ebiras, political Empowerment of the Ebiras as a political force in Kogi state and the suspicious death of Governor Audu between 2015 to 2023 are all linked.

Jihadist attacks across Yorubaland might happen which is why the Yoruba race must be prepared and why the Yorubas of Kogi must be excised from Kogi state back to the Southwest Geopolitically.

[U.S. Mission Nigeria @USinNigeria]

U.S. company @Google is democratizing access to technology to help young people in Africa dive deeper into the innovation sweeping across the continent. Between October 7 and December 9, 2025, university students in Nigeria (aged 18 and above) can subscribe to 12 months of free access to the Google AI Pro plan.
Visit https://t.co/urMKhcuQ8z to create an account.

Learn more: https://t.co/NSi8yqQtps

[James Makinde @mcniran]

Some of them would miss their exams today, not due their faults but your failure to carry out simple planning. It is the same behaviour behind penalising exam writers for late exams which led to the mass failure in English. You need to do better, we can't continuelike this.

[James Makinde @mcniran]

@waecnigeria why do we behave as if everything can be done anyhow? You changed the location of the CBT exam from VI to somewhere in Ajah without informing the students. You have their phones numbers and email addresses but didn't think it was necessary to inform them.

[James Makinde @mcniran]

@yabaleftonline Mine since 2002

[Premier League @premierleague]

Greatness comes from everywhere.

🇳🇬 Nigeria 🇳🇬

🧵👇 THREAD (1/14)

[James Makinde @mcniran]

@FinPlanKaluAja1 It is a difficult question because value means different things to different people. It's not in doubt that it makes more financial sense to rent if you have that kind of resources, but can you quantify the sense of accomplishment and stability that comes with owning your home?

[James Makinde @mcniran]

@withAlvin__ @grok where is this?

[Seplat Energy @SeplatEnergy]

At the recently concluded Africa Oil Week in Ghana, our GM, Gas Business, James Makinde, spoke at the plenary session titled “From Development to Production: Navigating the Realities of Upstream Gas Success.”

He emphasised our commitment to affordable and scalable pipeline gas, reinforcing our role in driving Africa’s energy independence.

#SeplatEnergy #AOW2025 #AfricaOilWeek #EnergyTransition #FutureOfEnergy

[James Makinde @mcniran]

@piersmorgan @TRobinsonNewEra I was stuck in their midst on my return trip via London, and my uber couldn't go past the Westminster bridge because it was blocked. The ones that interacted with me were mostly friendly; no threats, no harassment. Most were there for the fun of it and the feeling of being heard.

[James Makinde @mcniran]

@arojinle1 Two of my friends became Brig. Gens, they suddenly moved from "O boy" to "General".