Token_Wise_1

Engineer by day. Father and husband by evening. Investor when time permits. MS Materials Eng. BS Chemical Eng.

educational posts only. not financial advice

[Token_Wise_1 @Token_Wise_1]

@rustyrockets It would say this either way

[Token_Wise_1 @Token_Wise_1]

@LayahHeilpern Is it bigger problem than Messi for the UK?

[Lukas Ekwueme @ekwufinance]

The main focus of the Hormuz crisis is oil.

But a major share of the global fertilizer trade also flows through the Strait.

- We lost 50% of all seaborne traded urea
- 25% of global ammonia trade
- Both are key inputs for nitrogen fertilizer

Nitrogen fertilizer is responsible for ~50% of global food production.

There are still 40 vessels carrying fertilizer stuck in the Strait.

And there is little urgency to get them moving.

- Oil and refined products are being prioritized
- Major container companies are waiting to see how the situation develops

When farmers apply less fertilizer than crops remove, soils gradually lose nutrients.

That doesn't just reduce this year's harvest. It can also lower soil fertility and future crop yields.

The Northern Hemisphere planting season is already over.

The next major planting season begins in the Southern Hemisphere in about 2 months.

Is the fertilizer market the most overlooked consequence of the Hormuz crisis?

[Token_Wise_1 @Token_Wise_1]

@FoxNews It looks like LA is preemptively increasing firefighting capability by flooding the streets. I hope the change of strategy works.

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷 The U.S. has struck HUNDREDS of targets in Iran over the past 5 nights, reimposed its naval blockade, and the MOU is either dead or dying fast...

Pre-war Hormuz saw over 100 ship transits per day, and the only way to truly secure the strait, if that's what the U.S. demands, may be with ground forces.

Tens of thousands of troops, an open-ended fleet commitment, and Iran only has to get lucky once while the U.S. has to stop every single drone every single time.

The deeper problem is what bombing has actually produced inside Iran:

A wave of nationalism that is turning former regime critics into military volunteers, with crowds at Khamenei's funeral chanting "death to traitors" at the officials who were willing to negotiate.

The premise of the entire campaign was that economic pain and bombing would force Tehran to make concessions.

It appears the opposite has happened.

Source: Warfronts (YT) / Writer: Michael

[Token_Wise_1 @Token_Wise_1]

@CryptoTony__ I really feel like the back should be the stock market

[Token_Wise_1 @Token_Wise_1]

@steve_hanke Deja vu

[Token_Wise_1 @Token_Wise_1]

@coinbureau Stop me if you've heard this one before...

[Token_Wise_1 @Token_Wise_1]

@CryptoTony__ Be ready for bad news Friday what's some bad announcement regarding Iran will be made after hours. Things will be good by Sunday though.

[Token_Wise_1 @Token_Wise_1]

@Zvezdved @BrettErickson28 The agreement didn't say Iran will manage or control.

[Token_Wise_1 @Token_Wise_1]

@Zvezdved @BrettErickson28 Poor reframe when they are the ones attacking ships. You could say ensure safety of vessels by not firing on them. Lol

[Token_Wise_1 @Token_Wise_1]

@steve_hanke Or how little the bridge was damaged...

[Token_Wise_1 @Token_Wise_1]

@LayahHeilpern Usual cycle is July pump. Then dump to final low.

[Token_Wise_1 @Token_Wise_1]

@SenSchumer @NewYorkStateAG Aren't cinemas slowly dieing? Let's Elizabeth Warren them!

[Token_Wise_1 @Token_Wise_1]

@MarioNawfal Sigh. Start a war and then send the bills to others....

[Token_Wise_1 @Token_Wise_1]

@TheLaurenChen The issue is the canal world have to have tanks for storage on both sides. Tanks make easy targets.

No tanks is an option, but severely impacts pumping capacity.

[Token_Wise_1 @Token_Wise_1]

@AndreasSteno @amlivemon Question is how to best evaluate life expectancy. Are non related deaths removed e.g., car accidents, gun deaths? Every country has these but not at the same normalized rates. How is the data normalized?

[Token_Wise_1 @Token_Wise_1]

@benjamincowen Cape Verde and USA

[Token_Wise_1 @Token_Wise_1]

@coinbureau Create a problem. Have others pay you for the solution.

[Token_Wise_1 @Token_Wise_1]

@BrettErickson28 It did not specify the Iranian route or Iran would CONTROL the passage.

I'm not a fan of the war, but I'm also not a fan of having misleading posts whether on purpose or not. It misleads individuals who don't spend the time to read everything themselves.