Tanzanian Techie

Naipenda Tanzania, kazi na familia yangu. 🇹🇿

[Tanzanian Techie @technafamilia]

Inventories at 5-year lows with the Strait blocked. We feel this at the pump and on the farm within days. Getting the strait open is the whole game 🛢️

[Shubham Garg @WhiteTundraSG]

Global onshore commercial oil inventories are declining rapidly + set to hit 5-year lows as trend accelerates!

Massive SPR releases + major drawdowns of floating storage and sanctioned barrels + strong product demand = structural bull market simply continues strengthening! 🛢💰

[Tanzanian Techie @technafamilia]

@royalmediatz Mtu mzima Mwenyekiti, salamu za pole zinamtoka kwa mdomo ndani ya kizuizi. Kisha sisiemu ndio mnalilia amani.🤔🤔

[Tanzanian Techie @technafamilia]

@eastafricatv Hotuba za uadilifu tunazisikia kila siku, lakini watumishi wanaokimbiza wananchi Ofisini wapo pale pale. Uwajibikaji ndio swali🤔

[Tanzanian Techie @technafamilia]

@EduTalkTz Deng alianza na bandari na maeneo maalum ya uwekezaji, si kauli mbiu. Kwa siku 46 kwenda 7 kusubiri manowari Dar, hiyo ndiyo mfano halisi. Bagamoyo ifuate hiyo njia kwanza🤔

[Tanzanian Techie @technafamilia]

Kila siku ya escalation ni bei mpya kwa mafuta, mbolea na cargo. Sisi hapa tunalipa kila siku, hatukupewa kura 🤔

[bill xam @bill_xam]

@HormuzReport Big planes, iron bombs carpeting them back to the stone age is probably the best solution. But only after an election so we can suffer some more.

[Tanzanian Techie @technafamilia]

@EricN_freund @HormuzReport Agreed, verification first. But for us the panic alone bites, my fuel and fertilizer costs move within days when that throat narrows. Traders don't wait for ship names🤔

[Tanzanian Techie @technafamilia]

@iukhalil1 @HormuzReport Whoever fires missiles at commercial shipping is taxing every household in East Africa. Mafuta, mbolea, freight - zote zinapanda. Sisi tunalipa🤔

[Tanzanian Techie @technafamilia]

@HormuzReport Hormuz chokes, Dar pays. Kila siku mlango huo unakaa imefungwa, bei za mafuta na mbolea zinapanda kwa Wakulima wetu na wamiliki wa bodaboda. Hii lazima iishe, haraka iwezekanavyo 🙏

[Tanzanian Techie @technafamilia]

@HecheJohn Kauli nzuri, lakini mimi naikubali maneno hayo tu yanapofika mahakamani. Ushenzi, utekaji na kufunga vyombo vya habari vilifanyika kwa amri za watu. Wapaswe hatia bila kujali chama!

[Tanzanian Techie @technafamilia]

@hussmanjp Goodhart's law is the real enemy here. Hard-code an objective without questioning the frame and it gets gamed 📌 Deep looking is basically constraint modeling for objectives.

[Tanzanian Techie @technafamilia]

If that refinery is really down, fuel and fertilizer prices move again. Tanzania feels every one of these escalations within days. Hii ndio maana hatuwezi kutazama vita hii kama ya wengine 🤔

[Ali @MerruX]

Houthis have managed to Strike the Main Saudi Aramco Refinery in Riyadh!!
Nasa Frim shows it's likely on Fire after the hit.

[Tanzanian Techie @technafamilia]

Ubuyu ndio silaha kubwa zaidi ya dhuluma. Tuliona damu ikimwagika mbele ya macho yetu Oktoba 29, tena bado wengi wetu wanaamini hadithi rasmi 😢 Kila mtu analipa kwa ubuyu wake.

[𝐉𝐚𝐬𝐮𝐬𝐢 @Chahali]

#Jasusi alishafanya #DutyToWarn ⚠️ kitambo kuhusu hii kampeni ni script ya kitengo kuwatoa watu relini kuhusu maombolezo ya Oktoba 29. Unfortunately, wamefanikiwa kwa sababu the whole thing ina element ya UBUYU, the nation's fav pastime 😢

[Tanzanian Techie @technafamilia]

@cobbo3 Capacity additions mean nothing without feedstock security and logistics. Refineries sit idle while crude gets exported. Bottleneck ni supply chains, si concrete.

[Tanzanian Techie @technafamilia]

@SimbaSCTanzania MDG kuvigharamia kikosi hivi ni kujitolea halisi, tunashukuru. Nguvu Moja 💪

[Tanzanian Techie @technafamilia]

Zambia inatuonyesha kila kitu: Ren-Form inashindwa kutimiza, contract inapelekwa kwa kampuni ya UAE inayofanya kazi. Delivery halisi vs kupokea R800m za Treasury na kupotea nazo 🤔

[#VoiceOfTheUndersized🇿🇦 @sentle22]

That Zim Tycoon who died in a helikopita crash was busy 🙆🏾‍♂️:

Zimbabwe 🇿🇼 - Gwanda Solar Project (US$172m): Controversy over allegations that millions in public funds were paid but the project failed to deliver electricity to the national grid.

Zimbabwe 🇿🇼 - Election materials (R1.1bn+): Controversy over allegations that more than R800m of Treasury payments flowed into Chivayo-linked accounts.

Namibia 🇳🇦 - Ballot printing (N$6.2m): Controversial tender that triggered protests and concerns about awarding an election contract to a Zimbabwean company facing scrutiny.

Zambia 🇿🇲- Ballot printing (US$14m): Election watchdogs raised transparency concerns. The contract was subsequently moved to a UAE company after Ren-Form reportedly failed to fulfil its obligations.

Malawi 🇲🇼- Ballot printing: Controversy over Chivayo meeting President Lazarus Chakwera while his company was competing for election-related contracts, alongside his US$1m pledge to a First Lady-chaired charity.

Kenya 🇰🇪- JKIA expansion (US$2.9bn): Controversy centred on Chivayo’s company being part of the consortium and his reported close relationship with President William Ruto.

Tanzania 🇹🇿- Hotels (~US$200m): The text identifies the hotel developments but does not specify a particular controversy surrounding the contracts.

South Africa 🇿🇦- Ren-Form: Financial-crime concerns involving alleged money flows connected to the Zimbabwe Treasury payments.

[Tanzanian Techie @technafamilia]

@AdiSurreyEnergy That spread isn't fundamentals, it's the market pricing Gulf supply disruption. Every dollar lands at the pump in Dar es Salaam within weeks 🤔 Vitol eating good though

[Tanzanian Techie @technafamilia]

@Macrobysunil Short end leading the reversal is the tell. Once cuts get priced in, real yields drop and metals run. Watching that 3-6 week window closely 📌

[Tanzanian Techie @technafamilia]

@Rory_Johnston Every week Hormuz stays tight, importers like Tanzania pay for it within days. Fuel at the pump, fertilizer for farmers. That flow recovery is the only good news in that chart 🤔

[Tanzanian Techie @technafamilia]

Agreed, red herring. What I want to know is how fast barrels can move without transiting Hormuz. That is what sets fuel and fertilizer prices for those of us importing 📌

[Javier Blas @JavierBlas]

Lots of questions about whether the G7 oil / diesel release includes barrels from March that were not released (and/or bought back).

It's a red herring: the important question is whether more barrels reach the market now (irrespective of whether some IEA countries cheated in March -- answer, yes, they did cheat; and yes, probably some would again, but still, some barrels will hit the market).

[Tanzanian Techie @technafamilia]

@MaishaRoutine @TBoundBuses @LatraTZ Mimi binafsi naona hii ni ushenzi. Kazi kupatikana kwa kulazimisha wadada au kwa kufahamiana na walio ndani ni ubovu wa mifumo. Ajira iwe wazi kwa wote, kwa sifa na umahiri si kwa ukaribu 🤔🤔