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//The Wire//2300Z July 20, 2026// //ROUTINE// //BLUF: CENTCOM CONFIRMS FOUR AMERICAN CASUALTIES FOLLOWING IRANIAN STRIKES IN MIDDLE EAST. ARSON ATTACK REPORTED AT FEDERAL BUILDING IN NYC.// -----BEGIN TEARLINE------International Events-Jordan: Over the weekend CENTCOM confirmed the deaths of three US service members, who were killed as a result of the strikes on a barracks building at Muwaffaq al Salti Airbase. Two of the casualties have been identified as 1LT Tyler James Feehan, and Private Isabella Gonzales. The third casualty officially remains classified as Missing in Action as the remains will require DNA analysis to confirm identity, and has not yet been officially identified. A fourth casualty was also reported somewhere in Iraq, which was the result of an Iranian drone strike.Middle East: Following Iranian targeting of the al-Subiya Power Station, Kuwait has begun to rely on portable substations and generators to provide electricity while repairs are made. The scale of the power outages is not known, but Iranian forces have struck several logistical hubs and electrical power plants over the past few days. In Bahrain, Iranian targeting has remained heavy over the weekend, with several ballistic missile strikes reported at American installations around the country.Strait of Hormuz: Several more merchant vessels were struck over the past few days, most of which were tankers attempting to use the southern Omani route instead of the Iranian route. At least one of these vessels resulted in the crew abandoning ship before being rescued.Iran: After these collective strikes over the weekend, American targeting efforts intensified with the latest bombing campaign focusing on the targeting of bridges and civilian roadway tunnels around Bandar Abbas. Many of the roads that lead to the port city are now cut off, with only a few major roadways allowing access to the city. Several bridges have also already been repaired, and the status of others remains unclear until better satellite imagery is available.-HomeFront-New York: This morning an arson attack was reported at the Federal building in downtown Manhattan. One assailant approached the building with a bucket of gasoline, dumping the bucket at the northeast side of the structure. The suspect immediately ignited the pool of gas, which also contained a mix of commercial grade fireworks. The suspect was immediately detained by the plethora of police already on scene, as the accelerant burned on the sidewalk. Analyst Comment: No motive has yet been conveyed regarding this attack, however some of the paraphernalia scattered throughout the scene of the attack appears to be political in nature, opposing ICE.Washington D.C. - This morning, the latest numbers for Strategic Petroleum Reserve levels were released indicating that over the past week, the US has drained the SPR by an additional 5.1 million barrels, to it's lowest level since the Tanker War in 1983.Analyst Comment: Many might have assumed that the US might have re-stocked the SPR during the two-week ceasefire in the Middle East, however very little oil actually made it out of the region during that time, which amounted to only a tiny fraction of US daily usage. Since the war began five months ago, only a very small percentage of oil has exited the region, and the US has been draining the SPR at breakneck pace in order to keep the country going.-----END TEARLINE-----Analyst Comments: Concerning the American casualties sustained over the weekend, it is extremely important to note that the deaths of 1LT Feehan and PVT Gonzales are officially classified under Operation INHERENT RESOLVE (OIR)...not under Operation EPIC FURY (OEFU). Inherent Resolve is the long-standing mission to combat ISIS in Syria, and not in any way linked to the current war in Iran. As a result, the true number of casualties sustained warrants further investigation. This classification could have been an administrative error, but this would also be a way of camouflaging casualty figures. The Defense Casualty Analysis System (DCAS) is the main database for logging all American casualties, which are defined by military operation. In this case, these deaths are not cataloged under either operation yet, adding to the more broad (but also growing) concerns that the database has been concealing the true number of casualties, specifically the numbers of personnel wounded.In fact, while admonishing these concerns as "baseless and malicious accusations" Assistant Secretary of War Sean Parnell directly contradicted the numbers his own department was producing. He stated in an interview with CBS News that roughly 100 personnel had been wounded throughout the war over the past month....while his own database states that a grand total of zero personnel had been wounded for the month of July, and three in June. If this testimony is accurate, this confirms beyond all doubt that the Pentagon is lying about the number of troops wounded during this campaign. Considering that the Pentagon has disclosed a total of 413x soldiers wounded during this entire campaign, ~100x WIA being reported within a month (which also included a two-week ceasefire) is alarming to say the least.The cause of the fatalities reported over the weekend is also important to note as these deaths were very likely preventable. In the days leading up to the ballistic missile striking the housing at this base, the Iranians successfully struck the Patriot battery in Erbil, Iraq. This missile defense site would have been one of the sites providing protection for missiles launched into Jordan. With this battery offline or at least degraded in some way, it is possible that a clear air corridor existed that allowed Iranian ballistic missiles to fly unchallenged through a gap in air defense coverage. If the Erbil strike also damaged the radar array, it is also very possible that the warning time for an incoming ballistic missile would have been reduced, so any defenses at the target base would have been less effective. Obviously, the true scale of the damage to this air defense site would be classified, so in the public eye we have to guess as to how bad it was based on blurry satellite imagery. However the military commanders who knew the systems and did NOT have to guess, were also the same commanders who had the authority to either issue warnings or orders to disperse from the unprotected Containerized Housing Units (CHUs) that were struck by Iran. The failure of command to disperse their soldiers is what led to these fatalities.The very minute that the Patriot battery was struck in Erbil was a major clue that the Iranians were conducting shaping fires of their own...they were striking the air defense sites so as to open up a gap in air defense coverage, and reach out to American positions with their larger ballistic missiles.Though it is usually in poor taste to reflect on failures in the immediate aftermath of the death of troops, in the interest of expediency sometimes uncomfortable conversations must be had in order to prevent further loss of life. If a gap in air defense coverage is what allowed this strike to happen, it is almost certain that this gap still exists and that the danger to American service members is still not mitigated. For ALL American troops in the Middle East, this observation must be noted: If the Iranians are striking air defense sites, the next assumption must be that the Iranians are planning to strike something that would have been protected by that site. In retrospect this is common sense, but even at this very moment, the continued strikes on American positions (and the nearly total lack of fortification efforts at these bases, even to this day) continues to indicate that the Iranian targeting efforts are not being taken seriously by senior American decision makers. Five months into this war, CENTCOM leadership has still not figured out that the Iranians can strike their bases at will, and as demonstrated by the strikes in Kuwait and Jordan, the US is still not digging in, and also not dispersing enough to avoid troops getting killed. No underground fortification efforts have been undertaken at any base in the Middle East, and satellite imagery indicates that no substantial fortifications have been undertaken either. Granting as much leeway to the Pentagon's decision making process as possible, it is possible that no hardening of defenses would have mattered considering the missiles Iran is launching. Drone defense is one thing, but it would take years to build a bunker that would withstand the impact of an Iranian Fattah or Ghadr missile. Nevertheless, when it comes to defending American positions, doing something is better than doing nothing, and concrete does not take half a year to dry.Even if large-scale construction projects are off the menu, ALL military publications, textbooks, and training scenarios dictate and demand what has been obvious since World War One...Dispersion is the name of the game. This is what kept casualties to a minimum in Bahrain, but different theater commanders have different personal initiatives. Some are more proactive with their defense, and others have done nothing at all, besides making sure that all of the vehicles in the motorpool are lined up neatly.Where this goes from here is anyone's guess, but unless radical and immediate changes are made, the United States will continue to suffer casualties. And as long as the bombing continues which is motivating Iran to target our bases, this indirectly highlights the deficiencies with American air defense technologies, not just for this war, but for the wars to come.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be72
Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee.
────────────────────────────────────────[00:02:09]Iran Restarted Because Israel, Levin, and Shapiro Demanded It — the SPR and Oil Buffers Are Now DryKnight: the MOU was a breathing pause; the Zionist press never stopped demanding war; now we're back with no buffers left.────────────────────────────────────────[00:05:53]Attacking Civilian Infrastructure Is a War Crime — and So Is Starting a War Without Being AttackedIran attacked four times in five days; the US attacked eight times in eight days; the aggressor is obvious and so is the legal definition of terrorism.────────────────────────────────────────[00:19:34]Iran Struck US Bases in Kuwait, Qatar, Jordan, and Bahrain — Half of Kuwait's Water Supply GoneKuwait's desalination plants took direct hits; Iranians warned no political border will be safe if strikes continue; the airport is packed with people fleeing.────────────────────────────────────────[00:32:18]Before the War 130-140 Ships Passed the Strait Per Day — Now Fewer Than 10 Sneak ThroughEnergy traders confirmed all strategic buffers have been depleted; a more severe supply crunch than the first round is now imminent.────────────────────────────────────────[00:41:06]Senator Warner: Hundreds of US Troops Seriously Wounded — None of It Is Being ReportedOfficially only 16 fatalities, but Warner says seriously wounded runs into the hundreds; the measure of victory is bombs dropped, not objectives achieved.────────────────────────────────────────[01:03:44]Israel's Social Media Influence Budget Grew From $7 Million to $700 Million — All Focused on American PlatformsBrad Parscale, Trump's former campaign manager, is a registered Israeli foreign agent paid $1.5M per month and tasked with shaping how AI chatbots characterize the war.────────────────────────────────────────[01:08:30]Parscale Ran a Campaign to Kill the Iran MOU — Israel Doesn't Want Peace, It Wants WarTime magazine reported Parscale's consultancy orchestrated an influencer campaign to wreck the ceasefire; the Israelis are "downright angry" it hasn't worked.────────────────────────────────────────[01:35:56]In 1986, Just Three Vaccines Were Causing So Much Damage That Manufacturers Faced BankruptcyFauci got Reagan to sign immunity legislation; today there are 72 vaccines and 96 doses in the childhood schedule, all immune from liability.────────────────────────────────────────[01:41:41]Idaho Mother Denied Bail After Twins Died 8 Days Post-Vaccine — She Had Filed Racketeering Suit Against PediatriciansBoth twins had documented adverse reactions at the hospital; no confession, no eyewitness, no physical evidence — and no criminal history.────────────────────────────────────────[01:49:34]Second Circuit Upholds New York Vaccine Mandate Against the Amish — Overrides a Unanimous 1972 Supreme Court Ruling$118,000 in fines for noncompliance; the Amish are the unvaccinated control group showing outcomes the industry cannot allow to be compared. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
────────────────────────────────────────[00:02:09]Iran Restarted Because Israel, Levin, and Shapiro Demanded It — the SPR and Oil Buffers Are Now DryKnight: the MOU was a breathing pause; the Zionist press never stopped demanding war; now we're back with no buffers left.────────────────────────────────────────[00:05:53]Attacking Civilian Infrastructure Is a War Crime — and So Is Starting a War Without Being AttackedIran attacked four times in five days; the US attacked eight times in eight days; the aggressor is obvious and so is the legal definition of terrorism.────────────────────────────────────────[00:19:34]Iran Struck US Bases in Kuwait, Qatar, Jordan, and Bahrain — Half of Kuwait's Water Supply GoneKuwait's desalination plants took direct hits; Iranians warned no political border will be safe if strikes continue; the airport is packed with people fleeing.────────────────────────────────────────[00:32:18]Before the War 130-140 Ships Passed the Strait Per Day — Now Fewer Than 10 Sneak ThroughEnergy traders confirmed all strategic buffers have been depleted; a more severe supply crunch than the first round is now imminent.────────────────────────────────────────[00:41:06]Senator Warner: Hundreds of US Troops Seriously Wounded — None of It Is Being ReportedOfficially only 16 fatalities, but Warner says seriously wounded runs into the hundreds; the measure of victory is bombs dropped, not objectives achieved.────────────────────────────────────────[01:03:44]Israel's Social Media Influence Budget Grew From $7 Million to $700 Million — All Focused on American PlatformsBrad Parscale, Trump's former campaign manager, is a registered Israeli foreign agent paid $1.5M per month and tasked with shaping how AI chatbots characterize the war.────────────────────────────────────────[01:08:30]Parscale Ran a Campaign to Kill the Iran MOU — Israel Doesn't Want Peace, It Wants WarTime magazine reported Parscale's consultancy orchestrated an influencer campaign to wreck the ceasefire; the Israelis are "downright angry" it hasn't worked.────────────────────────────────────────[01:35:56]In 1986, Just Three Vaccines Were Causing So Much Damage That Manufacturers Faced BankruptcyFauci got Reagan to sign immunity legislation; today there are 72 vaccines and 96 doses in the childhood schedule, all immune from liability.────────────────────────────────────────[01:41:41]Idaho Mother Denied Bail After Twins Died 8 Days Post-Vaccine — She Had Filed Racketeering Suit Against PediatriciansBoth twins had documented adverse reactions at the hospital; no confession, no eyewitness, no physical evidence — and no criminal history.────────────────────────────────────────[01:49:34]Second Circuit Upholds New York Vaccine Mandate Against the Amish — Overrides a Unanimous 1972 Supreme Court Ruling$118,000 in fines for noncompliance; the Amish are the unvaccinated control group showing outcomes the industry cannot allow to be compared. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Samuel Wolff über Sprüche 28,13.
Samuel Wolff über Sprüche 28,13.
Samuel Wolff über Sprüche 28,13.
Správy. Téma dňa. Pamätník Chatama Sofera. Pezinok. Šport.
Dieťa je celý deň v škole poslušné a doma do desiatich minút vybuchne. Poznáte to? Nie je to rozmaznanosť ani zlá výchova. Je to nervový systém, ktorý celý deň držal pokope a doma konečne „pustil".Doba je rýchla, deti majú priveľa podnetov a často sú jednoducho preťažené. Keď sa pohár naplní, dieťa vybuchne. V tej chvíli nevie vnímať slová, ale vníma náš nervový systém. Správanie totiž nie je problém, ktorý treba potrestať. Je to signál toho, čo sa deje vo vnútri.Moderátorka Martina Beňová sa o tom rozpráva s hostkou MUDr. Mirkou Jurákovou – lekárkou a odbornou poradkyňou značky Nidū®, ktorá sa dlhodobo venuje tomu, čo sa skrýva pod povrchom detského správania.
Samuel Wolff über Sprüche 28,7.
Samuel Wolff über Sprüche 28,7.
Sprüche 23,7aDenn in seinem Herzen ist er berechnend
Samuel Wolff über Sprüche 28,7.
Kniha je k dostání především v informačních střediscích Správy Krkonošského národního parku a krkonošských měst a obcí.
We are now recording an audio version of written posts that we will upload to Apple, Spotify, and YouTube, which you can listen to by clicking the play button above.We continue our SoH (Strait of Hormuz) Crisis Takeaways series with a check-in on our Obliterating Peak Oil Demand theme that rejects the idea that anyone can know today what decade let alone year oil demand will ultimately peak and subsequently plateau or decline. We have yet to see a scenario from major agencies, banks, or consultants that solves for everyone on Earth some day becoming energy rich, which, in our view, is the ultimate direction of travel. The massive unmet energy needs of the other 7 billion people on Earth points to growth in all current major energy sources and technologies. Energy's natural hierarchy of needs points to a high motivation by especially billion-person-scale developing countries to crack the code on new energy technologies. How is there still any doubt that we will of course need rising amounts of both traditional and new energy sources and technologies for many, many decades to come?There is some thought among energy observers that the SoH Crisis will accelerate the timing of “peak oil demand.” It is a view we reject. Even under our base-case of a messy stalemate between the U.S. and Iran and volatile oil flows out of the Strait, we are highly skeptical we could see the kind of sustained, large-scale substitution out of refined oil products into alternatives that would result in even a plateauing of global oil demand at global GDP rates of 2.7% or higher. In fact, growth in EVs (electric vehicles) and LNG (liquefied natural gas) trucks is likely helping economic resiliency in countries like China and others in southeast Asia during a time of SoH-driven stress and therefore keeping global GDP at better levels than might otherwise be the case. The ultimate driver of all forms of energy, including crude oil, is GDP growth. The biggest risk from the SoH Crisis was (or maybe still is) a deep global recession that would hit demand for oil and other energy sources in the short run.The combination of the April 7 ceasefire and June 17 MOU—as imperfect as both agreements have been—significantly reduced worst-case “$200 oil / global recession” risks. There is also plenty of evidence that neither side is looking for the kind of prolonged full-scale ground war that could drive a more substantial and ongoing disruption of oil supplies out of the region. As such, we are skeptical the duration of the crisis has been anywhere near long enough to accelerate more meaningful behavioral change, even when measured over a longer time frame than just the next few years.As always, we keep an open mind and welcome pushback or different points of view. With that said, our confidence in this core view has only grown since we first unveiled our “Obliterating Peak Oil Demand” series three years ago (here). We use the popular Q&A format to address the main questions we receive on the failing peak oil demand thesis.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com.Question 1 (Q1): You had pushed back on the so-called “peak oil demand” view that was most prevalent during peak “energy transition-climate crisis” years of 2021-2023. Does the SoH Crisis mean “peak oil demand” is back on the table?Answer (A): No.We continue to push back hard on the idea that anyone today can model with any certainty when oil demand will peak, plateau, or possibly decline when the unmet energy needs of the other 7 billion people on Earth are as massive as they are. That has been and remains a core ethos of ours. There are no major external forecasters that we are aware of that have modeled full global prosperity—i.e., everyone on Earth enjoying the basic human right of being energy rich.Q2: Isn't there growing evidence that peak oil demand is at least on the horizon even if you don't think it is imminent?A: No, there isn't. In fact just the opposite. There is more evidence that it is nowhere in sight.At a big picture level, we disaggregate growth in oil demand into two component pieces: (1) global GDP growth; and (2) an “efficiency gain” metric that is the change in the number of barrels it takes to generate a $ of GDP (Exhibit 1). Incorporated into our efficiency gain metric are all the things that would improve the multiplier of GDP to oil demand, including substitute products like EVs and LNG trucks as well as fuel economy gains. It's all captured in that one metric.Our key conclusion is that every year we use slightly fewer barrels to generate a $ of GDP, but that the rate of improvement is well short of what is needed to even flatten global oil demand. The common mistake of every “peak oil demand” forecast we have seen, in particular those from the IEA and leading major oil companies, is a massive over-estimation of future efficiency gains. Typically, too quick of a ramp in EVs and other substitute products is compounded by an assumption that despite fuel economy targets having been missed by 75%-95% historically, they will be achieved at something approaching a 100% success ratio going forward. It has honestly been ridiculous how willing otherwise smart analysts have been to over model and at times double count those two impacts in particular.Exhibit 1: Oil demand derivationSource: Goldman Sachs Research, IEA, OPEC, Veriten.Q3: What is the risk to oil demand?A: It would be extended recession-like global GDP.Global GDP hasn't exactly been booming over the past several years, but at 2.7%-2.8% it has been good enough to drive around a 1 million b/d per year oil demand growth reality. Our number one concern when it comes to oil demand is always the health of the global economy. It is why we did not celebrate (from the perspective of traditional energy companies) the upside risk of $150-$200/bbl as you saw from the perma bulls. The reason being that the kind of oil price needed to motivate a global recession is hardly a bullish outcome for traditional energy companies.Q4: Aren't rising EV sales a risk to future oil demand?A: We disagree with the ICE (internal combustion engine) versus EV zero sum mindset that almost everyone has (there is common ground among the climate-is-the-top-priority crowd and oil sector enthusiasts on perceiving ICE vs EV as a zero sum game).There is no chance that especially the billion-person scale economies like China and India are going to want to subject themselves to the magnitude of oil imports that would come from achieving rich-world economic status but only with traditional energy products. We already know this from observing China and fully expect India to diversify its energy sources and technologies in order to ultimately limit oil imports relative to a scenario where alternatives did not exist. We have long championed the benefits of energy source and technology diversification as good for all forms of energy. As noted above, we believe global recession is the biggest risk to oil demand.In the case of the SoH Crisis, we believe new technologies like EVs, LNG trucks, and the ability to work-from-home via Zoom and related products has added critical flexibility to offsetting a major supply loss as has occurred with the SoH closure. To be sure, that flexibility alone did not remove the worst-case scenario of oil needing to spike to $150-$200/bbl in order to force global recession, but it certainly was part of a series of mitigations along with the material SPR and commercial inventory reductions and pipeline redirections.Let us repeat this to ensure the point is made: growth in new technologies like EVs, LNG trucks, and Zoom has been positive for oil demand in that it has been a contributing factor to ensuring ongoing global economic growth.Q5: Won't the SoH Crisis drive an even faster shift to non-ICE vehicles?A: Yes, we are bullish on global EV sales, especially in large parts of Asia.New vehicle sales are as good of an indication of healthy economic growth as any. If EV sales are growing rapidly, this is good for economic activity and hence oil demand.Q6: But those EV sales represent miles driven that won't be using gasoline?A: Correct. But they will also represent economic activity that perhaps wouldn't be occurring helping support other oil products.We would guard against analyses that show “oil demand avoided based on EV sales to date” we see being published by the IEA and others. Like the issues we see with peak oil demand in general as well as the on again-off again “oil glut” calls, these single-variable extrapolations do not tell the full story for oil demand. The fact is that you don't see the impact in our efficiency gain metric.To be sure, we agree that the outlook for gasoline is weaker than for other products like diesel, jet fuel, and petrochemical feedstocks, in part driven by rising EV sales. However, the existing ICE car park is massive and is expected to grow at a modest clip in the coming decades as highlighted in OPEC's most recent World Oil Outlook 2026 report (link).Looking at Exhibit 2, it is not obvious to us that gasoline demand will globally decline in the coming decades—a view that even many in the oil sector broadly accept. It also highlights how massive the existing stock of ICE vehicles are; the curve slopes slightly up and shows no signs of bending down.Exhibit 2: ICE car park rises slowly, while EV car park rises much faster of a small baseSource: OPEC World Oil Outlook 2026 report.Q7: Robotaxis and autonomous driving: An EV accelerant?A: Yes, quite possibly.The automotive and technology aspiration of autonomous mobility continues to make significant strides. We are optimistic on the progress to date and have high expectations that robotaxis and other forms of autonomous mobility are a present day opportunity, with the technology likely to grow significantly in the years ahead. While notionally an ICE vehicle should have as much of an opportunity to be autonomous as an EV, it is our understanding at this admittedly early stage of development that EVs will secure a more meaningful share of autonomous miles driven. This bears further analysis and an evaluation of how trends ultimately develop. The fact that EVs are inherently more “software oriented” is the reason often given for the EV preference for autonomous mobility.We will repeat the perspective we have maintained throughout this post: if the rise of autonomous mobility leads to increased economic activity—even if overwhelmingly met by EVs—it will benefit overall oil demand though non-gasoline refined products would benefit to a greater degree.Q8: Diversification benefits of having both ICE and EV?A: The idea that all economic activity should be tied to the electric grid is absurd.No country should or is going to aspire to “electrify everything.” At a country level, having a mix of energy sources and technologies is likely to create the greatest resiliency in an uncertain world. Currently, most countries are over-exposed to ICE vehicles as we can see in the car park comparison in Exhibit 2. The ability to avoid odd-even license plate days is enhanced by a greater EV share. As we have now said or implied several times in this post, we expect significant growth in EV sales in the decades ahead, outpacing growth in ICE vehicles.⚡️On A Personal Note: Onto My Third TeslaSince purchasing my first Tesla on my birthday in 2015—a 2015 Model S—I have been an EV-first driver for personal travel. In 2020, we traded in the Model S for a 2020 Model 3. About a month ago, we traded in that Model 3 for a 2026 Model Y. I love driving a Tesla and prefer it over a comparably priced ICE vehicle (I have no doubt that there are high-end ICE vehicles that would be more fun to drive than any of my Teslas). A few observations:* Full Self Driving (Supervised) is awesome and a better experience than any equivalent driver assist technology I have tried from other companies. It's not a close call in my view. Tesla appears to be well ahead of the competition on this. Unfortunately, I have not had the opportunity to try any of the Chinese EVs, which I will aim to do in the future.* A Model Y or Model 3, in my view, is currently a better value than comparable ICE vehicles in similar performance or price categories. As we have been shopping to refresh our two 2020-era cars, this has been a surprise. I would note that this is true at a time that there is no federal EV tax credit.* We had been hanging onto an ICE vehicle for long-distance travel. But with my parents now ten minutes away, instead of 5-7 hours away, there is no obvious reason to not consider being an all Tesla family.* On the last long distance trip we took, we rented a (ICE) minivan from Avis. This seems like a reasonable path forward. We aren't ever going to own a minivan, but our golden doodle was actually quiet and comfortable while being driven in it.Last week we took a trip to western Pennsylvania to visit relatives. It is about 250 miles in each direction. Overall, our experience with FSD was outstanding.* FSD for long-distance travel is an absolute no brainer, game changer. It is a huge improvement over equivalent driver-assist technology from the competitors I have tried.* There are two scenarios where I had less comfort: (1) construction zones with the concrete barriers during times of busy but flowing traffic including many 18-wheelers. The Model Y on FSD did not make a mistake we noticed, but the rate of speed (it drove at the speed limit) was faster on turns with trucks in the next lane than I would have attempted; (2) I made a different decision on whether to swerve or go over a deceased small animal than what FSD picked (it wanted to swerve).* FSD was especially outstanding during slow-moving traffic congestion.* Many smaller decisions it made to me seemed very “human like,” meaning it is how I would have approached the situation.* I was especially pleased to see that it recognized a person approaching a cross walk and came to a stop so they could cross (this was in a residential area of town).Autonomous driving is unquestionably a future that is fast approaching. Is the technology perfect? Of course not. But neither are human drivers. A Tesla does not text or drink and drive as an example. And while you can question some of the choices it made, it makes none of them due to drowsiness, distraction, or other stressors.Autonomous mobility is going to be a game changer in reducing overall traffic accidents and fatalities. It is going to be a game changer for people like my parents that have had to give up driving; they are both good with technology and could easily handle a future, improved version of FSD. I think autonomous mobility will be positive for miles driven and economic activity. Even if it is overwhelmingly EV focused in passenger vehicles, it is going to be positive for GDP growth and therefore oil demand.⚖️ DisclaimerI certify that these are my personal, strongly held views at the time of this post. My views are my own and not attributable to any affiliation, past or present. This is not an investment newsletter and there is no financial advice explicitly or implicitly provided here. My views can and will change in the future as warranted by updated analyses and developments. Some of my comments are made in jest for entertainment purposes; I sincerely mean no offense to anyone that takes issue.Subscribe to Super-Spiked to receive all content via email. Also available on https://veriten.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com
The story continues...In the first episode, Ciaran Farrell shared the extraordinary experiences that began with a family holiday to a reportedly haunted house in Broadstairs. What should have ended when the holiday was over instead followed him home and into his boarding school, where increasingly disturbing events drew the attention of psychical researchers, clergy and even Ed and Lorraine Warren.In Part Two, the mystery deepens.Ciaran describes the different entities he believes surrounded him, the extraordinary incidents that disrupted life throughout the school, and the experiments carried out to determine whether the phenomena originated from him—or from something entirely separate. From shared dreams and automatic writing to violent poltergeist activity witnessed by staff and pupils, he reflects on the experiences that shaped his lifelong search for answers.Whether viewed as genuine paranormal events, misunderstood psychological experiences or something in between, this episode explores one of the most unusual personal accounts you'll hear.My Special Guest Is Ciaran Farrell: Ciaran has served as a Council member of the Society for Psychical Research, SPR and the SPR's Spontaneous Cases committee, SCC for many years.He has had many psychical experiences and adventures when he was a boy. This led him to formulate his own early theories about ghosts, poltergeists and telepathic veridical dreams of the dead gained through direct encounters with ghosts, spirits and poltergeists.He went on to build and design some of his own ghost-hunting equipment and to improve upon his previous theories about Cold Spots building on his own experience of them and his own ghost adventures. He formulated the concept of ‘my body as an instrument' to monitor and evaluate his perception of the atmospheres of rooms and outdoor places and preternatural Cold Spots within them as well as the perception and detection of poltergeists and ghost encounters. If you value this podcast and want to enjoy more episodes please come and find us on https://www.patreon.com/Haunted_History_Chronicles to support the podcast, gain a wealth of additional exclusive podcasts, writing and other content.Links to all Haunted History Chronicles Social Media Pages, Published Materials and more: https://linktr.ee/hauntedhistorychronicles?fbclid=IwAR15rJF2m9nJ0HTXm27HZ3QQ2Llz46E0UpdWv-zePVn9Oj9Q8rdYaZsR74INEWPodcast Shop: https://www.teepublic.com/user/haunted-history-chroniclesBuy Me A Coffee https://ko-fi.com/hauntedhistorychronicles
260716PC Linda Ronstadt 80Mensch Mahler am 16.7.2026Lange vor Taylor Swift und Madonna gab es Linda Ronstadt. In meiner Jugend habe ich sie hoch und runter gehört. Man muss schon ähnlich alt sein wie ich, um sich an sie zu erinnern. Vielleicht hilft ihr vielleicht größter Hit Ihnen auf die Sprünge:Hook „You're no good“ „Der erste weibliche Superstar unserer Zeit“ schrieb die Vouge einmal. Und das war Linda Ronstadt in der Tat. Sie brachte 2 Dutzend Alben heraus. Gewann mehrere Grammys und wurde in die Rock & Roll Hall of Fame aufgenommen. Das außergewöhnliche an Linda Ronstadt war, dass sie keine gewöhnliche Country-Sängerin war. Sie beherrschte nahezu alle Genres: Country, Jazz, Punk, Oper und auch Musik aus ihrer Heimat, Mariachi und Ranchero. Linda Ronstadt wurde am 15. Juli 1946 in Tucson, Arizona nahe der mexikanischen Grenze geboren. Nach der Schule ging sie an die Westküste und feierte schon bald mit der Folk Gruppe The Stone Poneys erste Erfolge. „Ich habe erst 1980 angefangen, richtig gut zu singen“, sagte Ronstadt einmal. Da war sie 34. Millionen Fans weltweit sahen das anders. Sie war schon vorher ein Rockstar und die erste Frau, die riesige Arenen füllte.Ihr Privatleben hielt der Antistar aus der Öffentlichkeit heraus. Sie adoptierte zwei Kinder. „Ich musste nicht heiraten“, sagte sie einmal dem New Yorker. „Ich hatte mein eigenes Leben“.Linda Ronstadt lebt in San Francisco, schreibt Bücher und arbeitet an Dokumentarfilmen mit. Derzeit ist ein Biopic in Arbeit, indem sie von der Schauspielerin Selena Gomez gespielt werden soll. Ich freu mich drauf. Aber jetzt werde ich erstmal an meine LP-Sammlung gehen und die alte Platte von Linda Ronstadt auf den Teller legen. Analog, nicht digital. Und ihnen empfehle ich, sich jetzt erstmalzurückzulehnen und zu genießen. Hier ist Linda Ronstadt mit „You're no good“. Happy Birthday zum 80igsten, Linda Ronstadt! Hosted on Acast. See acast.com/privacy for more information.
FORMEL 1 Spa Grand Prix GP Mit GÜNTHER STEINER - Die Mutstrecke Am Wochenende steht der Belgien Grand Prix in Spa-Francorchamps an. Das wird genial – die Ardennenachterbahn sorgt immer für Action, Wetterkapriolen bringen Zusatzaction – immer eine Mega Stimmung auf dieser Fahrerstrecke! Heute etwas ganz Besonderes: Das Exklusivinterview mit GÜNTHER STEINER – als RTL-Experte ein Garant für knallharte Analysen und coole Sprüche, ist der Netflix-Star und ehemalige Formel 1-Teamboss (Haas) in der Formel 1 und bei Fans auf der ganzen Welt bekannt und beliebt. Würde Günther als Mercedes Boss eine Teamorder ausgeben? Wer sind im Belgien die Top 4 nach dem Rennen? Glaubt er dass Audi noch mehr Punkte schafft? Im Podcast verrät er's. Günther erzählt mir, warum ihm die Arbeit mit RTL so viel Spaß macht, überrascht mit der Aussage warum einzelne Piloten und Teams (wie Charles Leclerc in Silverstone) auf einmal so stark sind und dann wieder nicht, wie er den Red Bull Motor einschätzt, ob er Max Verstappen 226 noch einen Sieg zutraut, und sogar, was er Aston Martin zutraut. Es geht ums belgische Microklima, ob es Sinn macht, am Kommandostand der Box die Hand nach Regen auszustrecken (typische Spa-Handbewegung
Tom und Denis starten mit einer kleinen Zeitreise: Berufsausbildungen, Produktionshallen, in denen geraucht und gesoffen wurde, und die Frage, warum damals irgendwie alles anders war. Danach geht's zurück auf den Trail.In Teil 2 unserer Mythen-Serie nehmen wir wieder einige der bekanntesten Sprüche auseinander: Ist Motivation wirklich wichtiger als Disziplin? Wird man besser, wenn man jeden Lauf aufzeichnet? Müssen Schuhe tatsächlich erst eingelaufen werden? Und sind Höhenmeter wichtiger als Kilometer?Wie immer gibt es keine Dogmen, sondern Erfahrungen, wissenschaftliche Erkenntnisse und die ehrliche Diskussion darüber, was an diesen Weisheiten wirklich dran ist – und was getrost im Reich der Trailrunning-Legenden bleiben darf.
OPP FRA ASKEN! Etter et lengre studie-, psyke- og overskuddmangelfravær er Detta nitter itte tilbake, og du og du som ditt favoritteste favorittvennepar har gledet seg! Det blir et herlig kaos av inderlige selvutleveringer, Språkspalte, Sumodalen, et uventet Bilhjørne, lytterbrev og selvsagt nye Ting Som Gjør Verden Bedre (og det trengs mer enn noen gang, si), og DU er invitert!Denne podkasten er ute av VM.TSGVB:Podkasten A bit fruity og lytterbrev.Støtt podkasten på VIPPS: #813459LENKER:Hør også på vennepodkastene våre:Det handler ikke om deg:https://open.spotify.com/show/0vYzkQfyFE8ALuJoZ4nqjq?si=rWvlxiF3TpGGBv0MqYEa-gTordentale:https://open.spotify.com/show/031Cr9nwqp0YWby5j9mXZ7?si=aWmjbYQPTdmq_DK39qhQnwOgså pasient:https://open.spotify.com/show/34T8xBNnWr4H55LXFLN0z8Ferdig slanka:https://open.spotify.com/episode/5tAKUlPNlmUfpvxDnGFkJP?si=lXPdl3loSnGFosJgewkiQgKONTAKT:Kontakt Detta nitter itte på e-post nitteritte@gmail.comeller bruk vårt anonyme nettskjemahttps://forms.gle/EwY1u7qm96tnj8ry7
Kolejna wakacyjna środa i kolejny odcinek naszego Raportowego sezonu nieogórkowego, czyli serii programów letnich, w których dajemy poszaleć wyobraźni na słońcu. Dziś porozmawiamy o pomocy humanitarnej. Skąd w ogóle wziął się pomysł, by pomagać ludziom w zorganizowany sposób? Jak pomoc została uprzemysłowiona i uromantyczniona? Co było wcześniej? Kto pracuje w organizacjach pomocowych i dlaczego? Jak zmieniało się podejście do pomocy humanitarnej i rozwojowej, a zwłaszcza do odbiorców pomocy? Zastanowimy się, jak nie zawłaszczać wizerunku osoby korzystającej z pomocy. Spróbujemy odpowiedzieć na pytanie, kto i dlaczego takiego zawłaszczenia dokonuje.Goście: Małgorzata Wosińska, Maciej Bagiński---------------------------------------------Raport o stanie świata to audycja, która istnieje dzięki naszym Patronom, dołącz się do zbiórki ➡️ https://patronite.pl/DariuszRosiakSubskrybuj newsletter Raportu o stanie świata ➡️ https://dariuszrosiak.substack.comKoszulki i kubki Raportu ➡️ https://patronite-sklep.pl/kolekcja/raport-o-stanie-swiata/ [Autopromocja]
9 Das Herz des Menschen plant seinen Weg, aber der HERR lenkt seinen Schritt.Sprüche 16,9 ELB
Manche Kämpfe sind mehr als schlechte Gewohnheiten oder alte Verletzungen. Was, wenn sich etwas in deinem Inneren eingenistet hat, das dort nie hingehört hat? Entdecke anhand der Geschichte von Tobija und Nehemia, wie Jesus nicht nur Türen schließt, sondern auch jeden Raum deines Lebens zurückerobern möchte. Bibelverse: Nehemia 13,4–9; 1. Korinther 6,19; Sprüche 18,8; Lukas 10,19; Sprüche 25,28
Správy. Téma dňa. Európsky parlament. Jozef Cíger Hronský. Šport.
Ján 4,15-26 15Žena mu povedala: „Pane, daj mi tej vody, aby som už nebola smädná a nemusela sem chodiť po vodu.“16On jej povedal: „Choď, zavolaj si muža a príď sem!“ 17Žena mu odpovedala: „Nemám muža.“ Nato jej Ježiš povedal: „Správne si povedala: ‚Nemám muža;‘ 18lebo si mala piatich mužov a ten, ktorého máš teraz, nie je tvoj muž. To si povedala pravdu.“ 19Žena mu odpovedala: „Pane, vidím, že si prorok. 20Naši otcovia sa klaňali Bohu na tomto vrchu, ale vy hovoríte, že v Jeruzaleme je miesto, kde sa mu treba klaňať.“ 21Ježiš jej odpovedal: „Ver mi, žena, že prichádza hodina, keď sa nebudete klaňať Otcovi ani na tomto vrchu, ani v Jeruzaleme. 22Vy sa klaniate tomu, čo nepoznáte; my sa klaniame tomu, čo poznáme, pretože spása je zo Židov. 23Ale prichádza hodina — a už je tu —, keď praví ctitelia budú sa klaňať Otcovi v Duchu a pravde. Veď aj Otec hľadá takýchto ctiteľov. 24Boh je Duch a tí, čo sa mu klaňajú, musia sa klaňať v Duchu a pravde.“ 25Žena mu povedala: „Viem, že prichádza Mesiáš, nazývaný Kristus; keď príde on, všetko nám oznámi.“ 26Ježiš jej povedal: „Ja som to — ten, čo sa rozpráva s tebou.“ Ako sa modliť? Rozhovor začína byť priveľmi osobný? Čo urobíme? Snažíme sa zmeniť tému? – – Ježiš v rozhovore so ženou hovorí o niečom, čo sa tejto ženy veľmi dotýka. Nezapiera skutočnosť, je pravdovravná, ale rozhovor smeruje inam: „Naši otcovia sa modlili na tomto vrchu, a vy hovoríte, že v Jeruzaleme je miesto, kde sa treba modliť“. Tak, čo mi na to povieš, keď si prorok? – – Ježiš na naše otázky často odpovedá inak, ako by sme čakali: Nie je dôležité miesto, kde sa modlíš, pre Mňa je dôležitejšie, ako sa modlíš. Lebo „Boh je duch, a tí ktorí sa Mu modlia, musia sa modliť v duchu a pravde“. V duchu si spievam pieseň: „Modli sa každé ráno, modli sa aj na obed, modli sa každý večer, modliť sa neprestaň.“ To je výzva a pozvanie aj pre náš každodenný život. Zostávaj v Ježišovi, zjavenej Pravde, modli sa a Boh učiní…! „Lebo my nevieme, za čo sa máme modliť, ako náleží, ale sám Duch prihovára sa za nás vzdychaním nevysloviteľným“ (Rim 8,26). Modlitba: Bože, ďakujem Ti, že Ti nezáleží na mieste a budove, ale na Duchu a Pravde! Odpusť, že si viac cením ľudské dielo, ako Teba! Veď ma Svojím Duchom, nech sa modlím správne! Amen. Pieseň: ES 645 Autor: Ľubica Trusinová-Vecanová Pozri, Pán, Hospodin, prichádza v moci, vládne Svojím ramenom. Izaiáš 40,10 Od trónu som počul mohutný hlas: „Pozri, Boží stánok medzi ľuďmi. Boh bude s nimi prebývať a oni budú Jeho ľudom; On sám, ich Boh, bude s nimi.“ Zjavenie 21,3 1.Mojžišova 32,23-32(33) • Modlíme sa za: Topoľčany (PoS) Otázky na rozjímanie: Ako dnes žijem z istoty, že „Boh je Duch a tí, čo sa mu klaňajú, musia sa klaňať v Duchu a pravde“ — či som ochotný/á modliť sa v Duchu a pravde, alebo som stále plný/á toho, že sa viac cením ľudské dielo, miesto a budovu, ako Teba? Kde v mojom živote som ako žena, ktorá sa snaží zmeniť tému, keď rozhovor je priveľmi osobný — či som ochotný/á zostávať v Ježišovi, zjavenej Pravde, modliť sa a Boh učiní, alebo som stále plný/á toho, že keď je rozhovor priveľmi osobný, snažím sa zmeniť tému? Ako dnes žijem z výzvou „Modli sa každé ráno, modli sa aj na obed, modli sa každý večer, modliť sa neprestaň“ — či som ochotný/á modliť sa správne, v Duchu a pravde, alebo som stále plný/á toho, že neviem, za čo sa mám modliť, ako náleží? Aplikácia do života: Dnes si spomeňte na jednu situáciu, kde ste sa snažili zmeniť tému, keď rozhovor je priveľmi osobný (modlitba, rozhovor s Bohom, keď je príliš osobný). Napíšte si modlitbu: „Bože, ďakujem Ti, že Ti nezáleží na mieste a budove, ale na Duchu a Pravde! Odpusť, že si viac cením ľudské dielo, ako Teba! Veď ma Svojím Duchom, nech sa modlím správne!“ Potom urobte jeden krok modlitby v Duchu a pravde: modlite sa ráno, na obed, večer, nezostávajte neprestajne, alebo zostávajte v Ježišovi, zjavenej Pravde. Dnes som vďačný za tieto 3 veci: _________________________________ _________________________________ _________________________________ Viac o vďačnosti, čo to je, prečo je dôležité byť vďačný, ako praktizovať vďačnosť nájdeš na blogu
Spatřovat v závislosti výlučně selhání vůle znamená přehlížet fenomén, který kanadský psycholog Bruce Alexander označuje za strukturální rys moderní společnosti. Masová závislost v podobě, v jaké ji známe dnes, je především produktem moderní společnosti. Důvodem není jen to, že omamné látky byly tehdy užívány vzácně, společně a v rámci rituálů. Alexander upozorňuje také na to, že moderní společnost vede člověka k tomu, aby se ke stále většímu počtu látek, činností i vztahů vztahoval nutkavě. Předmětem závislosti tak nemusí být jen droga, ale také práce, sport, sexualita, nakupování nebo sociální sítě. Správná otázka proto nezní, co nám droga způsobuje nebo čím je sama o sobě neodolatelná. Důležitější je ptát se, na jakou lidskou potřebu představuje odpověď. Bruce Alexander i italský psychoanalytik Luigi Zoja upozorňují, že podstatnou roli zde hraje otázka identity a lidského zakotvení. To nepřekvapí. Tímto směrem uvažovali mnozí myslitelé podstatně dříve. Třeba Søren Kierkegaard spojoval vznik lidského já se schopností člověka něčemu se oddat a přijmout závazek. Dlouho předtím, než se z krize pozornosti stalo jedno z hlavních témat současnosti, upozorňoval, že problém nespočívá především v nedostatku kognitivních sil, ale v tom, že chybí někdo, kdo by se mohl soustředit – že moderní člověk ztrácí své já. Luigi Zoja však přichází ještě s odvážnější tezí. Domnívá se, že jedním z důvodů, proč saháme po drogách, je skutečnost, že moderní život nám nabízí stále méně skutečných proměn. Mění se téměř všechno, ale mnohdy jen na povrchu. Hluboké životní proměny, které přechodové rituály umožňovaly skutečně zakusit, se z našeho života pozvolna vytrácejí. Přechodové rituály přitom člověku pomáhaly procházet jednotlivými etapami života – z dítěte se stával dospělý, z partnerů manželé, z manželů rodiče, z rodičů prarodiče. Právě tyto proměny dodávaly lidskému životu hloubku, členění, směr. Moderní člověk se naopak obává nevratnosti, nechává si otevřená vrátka a odkládá definitivní rozhodnutí, případně v jedné fázi zcela uvázne. Život se tím stává leckdy plošším – a i hůře snesitelným. Náhradou za skutečnou proměnu se pak může stát nutkavé chování – ať už jde o drogy, práci nebo sociální sítě. Zatímco tradiční iniciační rituály, mnohdy spojené i s užíváním omamných látek, vedly po symbolické smrti ke zrození nového člověka, dnešní užívání drog často přináší pouze změněný stav vědomí. Symbolická smrt zůstává, často doprovázena kocovinou, ale znovuzrození se nedostavuje. A to, co bylo v tradičních společnostech součástí rituálu, který člověka proměňoval a obohacoval jeho život, se v moderním světě může stát jen dalším potvrzením prázdnoty.
https://www.youtube.com/watch?v=Q2f7C_7ZyG0 Recorded: July 9, 2026 In this post–Fourth of July episode of the PetroNerds Podcast, Trisha Curtis welcomes Hon. Jason Isaac back to the show for a wide-ranging discussion about global oil markets, geopolitical risk, American energy security, and the policies shaping energy affordability and reliability. Trisha begins with a market snapshot—WTI near $72 per barrel, Brent around $76 per barrel, and Henry Hub natural gas near $3 per MMBtu—before examining the renewed conflict involving Iran. Trisha and Jason discuss attacks on ships and military installations, continued crude movements through and around the Strait of Hormuz, U.S. vessel escorts, ship-to-ship transfers, trucking, and the growing pipeline infrastructure that could steadily reduce Iran's leverage over global oil flows. The conversation then expands to Russia's shadow tanker fleet, Ukrainian attacks on vessels and refining infrastructure, Venezuelan and Iranian crude exports, and India's growing role in refining Russian oil. Trisha explains why disrupting individual tankers and refineries matters, while cautioning that Russia still has multiple ways to move crude and obtain refined products. Trisha and Jason also break down the coordinated release from the Strategic Petroleum Reserve, emphasizing the difference between an exchange and an outright sale. They discuss the relationship between SPR drawdowns, U.S. crude exports, oil prices, and the eventual need to replenish strategic inventories. China is another major focus. Trisha challenges conventional estimates of Chinese oil demand and argues that China's ability to reduce imports may reflect years of aggressive stockpiling rather than a sudden drawdown of its reserves. They explore China's refined-product exports, its economic slowdown, its energy relationship with Russia, and the enormous influence Beijing continues to exercise across global energy markets. In the second half, the conversation turns to energy development in Africa, international financing, the World Bank, the U.S. Export-Import Bank, European energy policy, air-conditioning access, climate modeling, fuel taxes, climate litigation, the Texas power grid, Permian Basin natural gas, flaring restrictions, transmission spending, and the cost of integrating intermittent generation. Throughout the episode, Trisha and Jason make the case that abundant, affordable, and reliable energy is essential to economic development, national security, and human flourishing. Prepared from the supplied episode transcript. Key Topics Why crude continued moving despite disruption concerns in the Strait of Hormuz Pipeline projects and alternative transportation routes around the strait Iran's shrinking leverage over regional oil exports Russian shadow tankers and Ukrainian attacks on refining infrastructure The Strategic Petroleum Reserve exchange and its impact on exports and prices U.S. crude production approaching 14 million barrels per day China's oil imports, stockpiling strategy, demand, and refined-product exports Energy investment, corruption, and infrastructure development in Africa International financing for coal, natural gas, and energy development European heat, air-conditioning access, and electricity reliability Climate modeling, RCP8.5, and the “They Knew” research project California fuel taxes and the consumer cost of climate mandates Climate litigation involving energy companies Texas transmission projects and the cost of integrating wind, solar, and batteries Permian Basin natural gas, power generation, ESG commitments, and flaring
In dieser Predigt der Serie „Befreiung“ geht es um die Frage, warum eine Opfermentalität geistliche Freiheit blockieren kann und wie Jesus zu einem Leben in Verantwortung und einer neuen Identität als Kind Gottes einlädt. Anhand zahlreicher Bibelstellen wird gezeigt, wie Christen ihre Vergangenheit im Licht des Evangeliums überwinden und in die Freiheit eintreten können, die Christus schenkt. Bibelstellen: Römer 8,37, Kolosser 1,13, Galater 5,1, Mose 1,26, Mose 3, Sprüche 4,23 FÜR JESUS ENTSCHIEDEN | Wir wollen mit dir feiern SPENDEN | Vielen Dank für deine Unterstützung GEBET & HILFE | Wir sind für dich da PRAISE REPORT | Wie hat Gott in deinem leben gewirkt?
What happens when a haunted holiday doesn't end when you leave?In this extraordinary first part of a series of conversations, Ciaran Farrell shares the deeply personal story that shaped the rest of his life. What began as a family holiday in a supposedly haunted house in Kent soon became something far stranger, with terrifying experiences that, he says, followed him home—and even into his boarding school.Years before becoming a respected member of the Society for Psychical Research, Ciaran found himself at the centre of a case involving apparitions, poltergeist phenomena, exorcisms, and later, the controversial involvement of Ed and Lorraine Warren. Whether you approach the story as a believer or a sceptic, this is a remarkable account of one man's lifelong search to understand the experiences that defined his childhood.My Special Guest Is Ciaran Farrell: Ciaran has served as a Council member of the Society for Psychical Research, SPR and the SPR's Spontaneous Cases committee, SCC for many years.He has had many psychical experiences and adventures when he was a boy. This led him to formulate his own early theories about ghosts, poltergeists and telepathic veridical dreams of the dead gained through direct encounters with ghosts, spirits and poltergeists.He went on to build and design some of his own ghost-hunting equipment and to improve upon his previous theories about Cold Spots building on his own experience of them and his own ghost adventures. He formulated the concept of ‘my body as an instrument' to monitor and evaluate his perception of the atmospheres of rooms and outdoor places and preternatural Cold Spots within them as well as the perception and detection of poltergeists and ghost encounters. If you value this podcast and want to enjoy more episodes please come and find us on https://www.patreon.com/Haunted_History_Chronicles to support the podcast, gain a wealth of additional exclusive podcasts, writing and other content.Links to all Haunted History Chronicles Social Media Pages, Published Materials and more: https://linktr.ee/hauntedhistorychronicles?fbclid=IwAR15rJF2m9nJ0HTXm27HZ3QQ2Llz46E0UpdWv-zePVn9Oj9Q8rdYaZsR74INEWPodcast Shop: https://www.teepublic.com/user/haunted-history-chroniclesBuy Me A Coffee https://ko-fi.com/hauntedhistorychronicles
The S&P 500 is on track for a weekly gain as mega-cap tech stocks lead the index higher on Friday. Brian Sullivan and Kelly Evans are joined on set by Hightower Advisors' Stephanie Link and Advisors Capital Management's Joanne Feeney to react to SK Hynix's U.S. market debut on the Nasdaq. Dan Veru, Palisade Capital Management CIO, joins the program to break down his small-cap winners from the first half of the year, and the anchors chat with Caryle Group's Jeff Currie on the demand for global energy as the SPR hits its lowest level since 1983. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fest des heiligen Benedikt, Vater des abendländischen Mönchtums, Patron Europas Lesung aus dem Buch der Sprichwörter (Spr 2, 1-9) Aus dem heiligen Evangelium nach Matthäus (Mt 19, 27-29) Lob dir Christus Samstag, 11. Juli 2026 ________________________ Lesejahr: A II Sprecher: Marek Gierszał, Thomas Kycia Gesang: Dominikanerschola Ave Florum Flos (Lob dir Christus) Musik: Szymon Jakubowski (Jingle); Tomasz Rojek OP (Lob dir Christus) Jingle: Haroun Sweis Foto: P. Adam Rokosz OP Grafik: Danuta Mikeska-Kycia Projektbetreuung: Thomas Kycia Kontakt: info@bibeltogo.de Mehr auf: https://bibeltogo.de oder https://bibeltogo.podbean.com Instagram: https://www.instagram.com/bibel_to_go/ Facebook: https://www.facebook.com/BibeltogoPodcast Hat dir dieser Podcast gefallen? Bitte bewerte ihn und schreib uns einen Kommentar auf der Plattform, auf der du ihn gerade gehört hast, oder schreib uns eine Mail an info@bibeltogo.de. Erzähle von diesem Podcast deiner Familie, Freunden und Verwandten! So werden noch mehr Menschen Gottes Wort hören können. _________________ Die biblischen Texte sind Bestandteil der von den Bischofskonferenzen des deutschen Sprachgebietes approbierten (revidierten) Einheitsübersetzung der Heiligen Schrift (1980/2016). Rechte: Ständige Kommission für die Herausgabe der gemeinsamen liturgischen Bücher im deutschen Sprachgebiet. Bibel to go. Die Lesungen des Tages Die Lesungen und das Tagesevangelium Das heutige Evangelium vorgelesen Evangelium Tag für Tag Bibel zum Hören Tageslesungen Bibel online Jahreskreis
In an era of unprecedented geopolitical tension and energy market volatility, Stu Turley of the Energy Newsbeat podcast sits down with Trisha Curtis, CEO of the Petro Nerds podcast, to dissect the forces reshaping global energy markets and international power dynamics. From Iran's desperate gambit to control the Strait of Hormuz to China's calculated investments in coal-to-oil synthesis, this conversation reveals how energy—not ideology or military might alone—is the true currency of geopolitical leverage.The hosts challenge conventional market wisdom, expose the hidden costs of net-zero policies, and make a compelling case that the United States possesses unprecedented energy advantages that policymakers and analysts have catastrophically underestimated. With Europe in energy decline, China preparing for conflict through energy resilience, and the Middle East in flux, this episode serves as a masterclass in understanding why energy security is national security, and why the decisions made today will determine which nations thrive and which fade into irrelevance.Check out the PetroNerds at https://www.youtube.com/@petronerds633 Connect with Trisha on LinkedIn https://www.linkedin.com/in/trisha-curtis-petronerds/1. Global Oil Market Volatility & Strait of Hormuz CrisisThe hosts discuss the unprecedented market volatility throughout the year, particularly focusing on the Strait of Hormuz and Iran's actions. They analyze how Iran's attacks on shipping and infrastructure represent desperation rather than strength, as alternative pipelines and routes are being developed by Saudi Arabia and the UAE to bypass Iranian control.2. Strategic Petroleum Reserve (SPR) ManagementA significant focus on how the U.S. and China are using their SPRs differently. Secretary Chris Wright is praised for using the SPR as a loan (requiring repayment) rather than a permanent release, which avoids budget cycle issues. The hosts note this strategy received insufficient market coverage.3. U.S. Oil & Natural Gas ProductionDiscussion of America's impressive production capacity—nearly 14 million barrels per day of crude oil and 136 billion cubic feet per day of natural gas. The hosts emphasize that the U.S. has significant leverage in global energy markets that isn't being properly appreciated or communicated.4. China's Energy Strategy & Geopolitical ImplicationsExtensive analysis of China's energy stockpiling, coal-fired power generation dominance (more than the U.S. total capacity), and investments in coal-to-oil synthetic manufacturing. The hosts interpret China's 2026 coal-to-oil investments as preparation for potential conflict.5. European Energy Crisis & DeclineCritical examination of Europe's energy policy failures, particularly the UK and Germany's abandonment of coal and nuclear power. The hosts highlight how net-zero policies have made Europe dependent on Russian LNG and created energy security vulnerabilities.6. Electricity Grid Reliability & Cost IssuesDetailed analysis showing that wind and solar installations increase electricity costs without improving reliability. The hosts present data showing blue states have 38% higher electricity prices than red states, correlating directly with renewable energy policies. They argue that baseload power (coal, natural gas, nuclear) is essential.7. ESG & Net-Zero Policy CriticismStrong critique of ESG metrics and net-zero commitments by major oil companies, arguing these policies increase costs without environmental benefit and represent a form of control rather than genuine sustainability.8. U.S. Manufacturing & Supply Chain ResilienceDiscussion of reshoring manufacturing and the importance of controlling the entire energy value chain—from crude extraction through plastics manufacturing—to reduce dependence on China and create a more resilient economy.9. NATO, Defense Spending & Geopolitical RealignmentAnalysis of NATO discussions, with criticism of European countries (particularly Spain) for insufficient defense spending and energy investment. Discussion of new trading blocs forming around the U.S., Saudi Arabia, UAE, Russia, India, and Japan.10. LNG Market DynamicsAnalysis of Qatar's LNG production disruptions and the broader natural gas market, including how Iran's attacks on LNG vessels represent attempts to control energy flows and how alternative infrastructure (floating LNG, pipelines) may bypass traditional chokepoints.The overarching theme is that energy security is fundamental to national security and economic prosperity, and current Western policies prioritizing net-zero over reliable, affordable energy are strategically disadvantageous compared to competitors like China.This will be more in line with a new series covering the global energy policies and insights from Trisha. Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Starting off July on a Wobble SpaceX added to NAZ100 Oil prices drifting lower – Gas at the pump? JOBS Number – Odd Move Saylor is selling Bitcoin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JOBS Number - Odd Move - Saylor is selling Bitcoin! - VEGGIE ALERT! - US RESUMES POWERFUL STRIKES ON IRAN (Is this still a ceasefire?) Markets - Starting off July on a Wobble - SpaceX added to NAZ100 - Oil prices drifting lower - Gas at the pump? - Oracle - Canary? World Cup? - USA is out... (Bad goalie move last night) IRAN - Looks like war is back on - at least for tonight - Oil rises about 3% on the news - US revokes Iran's ability to sell oil around the world - Markets don't seem overly concerned - VIX still low at 16 - Odds that this will be more than a quick in and out? --- Could it be that Iran was waiting until after the Funeral? JOBS COOL, FED STILL HOT - June payrolls came in at +57,000, well under the +110,000 estimate. - April and May were revised down by a combined 74,000 jobs. - Unemployment slipped to 4.2%, but not for the best reason: the labor force shrank by 720,000 people. - Labor-force participation fell to 61.5%, the lowest in more than five years. - Leisure and hospitality lost 61,000 jobs, a notable hit to the consumer-service economy. - Average hourly earnings rose $0.13 in June. - Fed setup: weaker hiring argues for patience, but inflation is still above target, so the market is back to parsing every Fed sentence. - - Fed Funds Futures Now only ONE Raise by Year-End DOW RECORD, NASDAQ WOBBLE - The Dow closed at a record 52,900.07 after the soft jobs report cooled near-term rate-hike fear. - S&P 500 finished roughly flat. - Nasdaq fell about 0.8% as chip stocks dragged the tape lower. - The Philadelphia Semiconductor Index dropped more than 5% on July 2. - Apple rose nearly 5% on iPhone launch optimism. - Nvidia and other AI/chip names stayed volatile after a huge first-half run. - Goldman client data showed hedge funds dumped tech hardware and semiconductor exposure for a fourth straight week. - The issue is not "AI is dead"; the issue is when all the AI capex turns into visible returns. TESLA BEATS DELIVERIES, STOCK STILL GETS HIT - Tesla delivered 480,126 vehicles in Q2, a record quarter and above Wall Street expectations. - Production was 451,758 vehicles. - Model 3/Y made up 467,762 deliveries. - Other models were only 12,364. - Energy storage deployments were 13.5 GWh. - Shares fell about 7.5% after the report, the worst one-day drop in roughly a year. - Pressure points: margin worries, price cuts, demand sustainability, and the market questioning whether the EV story is enough at a very rich valuation. - As of Monday afternoon, TSLA was around $420 with a market cap near $1.49 trillion and a trailing P/E around 385. MORE MUSK - TESLA PUTS AI ON A BUDGET - Tesla reportedly capped employee spending on third-party AI tools at $200 per week starting July 6. - Grok was reportedly exempt from the cap. - Setup: Tesla wants employees using AI, but not running up unlimited outside-token bills. - Cost-control angle: AI is becoming a normal operating expense, not a science project. - Funny part: even at Tesla, the AI bill apparently needs a limiter. NVIDIA SERVER DELAY NOISE - Nvidia shares held up despite reports of delays tied to its next AI server architecture. - SemiAnalysis reportedly said Nvidia's Kyber architecture could slip by up to 12 months into 2028. - Nvidia pushed back and said its development roadmap is unchanged. - Mizuho called the delay report "noise" and said it was not a material issue for the stock. - NOTE: Story is still report-driven, not company-confirmed. ORACLE - CANARY? - Oracle's stock fell 19% this week, the steepest drop since August 2001, the depths of the dot-com bust. - The company's capital expenditures surged 162% in the latest fiscal year, with almost $24 billion in negative free cash flow and $130 billion in debt. - Co-founder Larry Ellison has fallen behind the Google co-founders, Amazon's Jeff Bezos and Michael Dell on the list of the world's richest people. - After the company reached a peak market cap of $900 billion in September, on enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. - The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings. SPACEX ENTERS THE INDEX MACHINE - SpaceX is set to join the Nasdaq-100 on Tuesday after its recent IPO. - The company's valuation is around $2.1 trillion. - Its Nasdaq-100 weight will initially be under 1% because of limited public float. - Index-tracking funds tied to the Nasdaq-100 will need exposure, creating automatic demand. - Key issue: big valuation, small float, forced index buying. - Watch the lockup calendar: index inclusion can create near-term demand, but employee and insider selling later can change the supply picture. - Podcast angle: retail gets "SpaceX exposure" through QQQ, but not necessarily much exposure at first. STRATEGY SELLS BITCOIN TO PAY THE BILLS - Strategy sold 3,588 bitcoin last week for about $216 million. - Proceeds are being used for preferred-stock dividends and dollar reserves. - The company still holds 843,775 bitcoin, valued around $52 billion. - Q2 included an $8.32 billion paper loss tied to bitcoin weakness. - The company's average bitcoin purchase price is around $75,476. - Recent sale prices were around $59,000 to $61,000. - Funny part: the former "never sell" bitcoin treasury poster child is now selling bitcoin to service the capital structure. - Watch for copycats: any company that copied the bitcoin-treasury model may face the same liquidity math if crypto stays weak. MICROSOFT CUTS AGAIN - Microsoft said it will cut about 4,800 jobs. - Shares slipped nearly 1%. - Job cuts landed while investors are still rewarding AI spending. - The message? spend heavy on AI, cut elsewhere. --- Yes, AI is killing jobs... SERVICES HOLD AT 54 - ISM non-manufacturing PMI came in at 54.0. - Result matched expectations. - Reading above 50 means services activity is still expanding. - Market took it as firm enough for growth, not hot enough to force an immediate Fed move. EARNINGS SEASON STARTER - Delta and PepsiCo report this week. - Levi Strauss also reports this week. - Delta is the read on travel, premium demand, fuel, and consumer resilience. - PepsiCo is the read on snack pricing, volume, and lower-income consumer pressure. - Q2 earnings bar is high after the market's strong second-quarter rally. OIL BACK TO PRE-IRAN WAR LEVELS - Brent settled around $71.99. - WTI settled around $68.55. - OPEC+ approved another output-target increase for August, adding 188,000 barrels per day. - Since April, planned increases add up to nearly 800,000 barrels per day. - Crude exports through the Strait of Hormuz are recovering, taking some geopolitical premium out of the market. - Saudi Arabia cut official selling prices, another sign the market is shifting from shortage panic to buyer resistance. - Good for headline inflation if it sticks; bad for energy bulls who were pricing war-premium oil. SPR DRAWDOWN - U.S. Strategic Petroleum Reserve fell by 6.2 million barrels. - SPR level is now 319.5 million barrels. - That is the lowest level since April 1983. - Drawdown comes while oil prices are easing and OPEC+ is adding supply. - Energy setup: lower crude helps inflation, but reserve levels are historically thin. MORE OIL - CHINA BUYS THE DIP - China stepped up Middle East oil purchases as prices fell. - Saudi Arabia cut export prices to Asia to a six-year low. - Brent settled at $71.99. - WTI settled at $68.55. - OPEC+ approved another August production increase of 188,000 barrels per day. - Planned OPEC+ supply increases since April now total nearly 800,000 barrels per day. - Lower oil supports disinflation but raises questions about global demand. VEGGIE ALERT Item Status Asparagus ESCALATED Artichokes EXTREME Cantaloupe EXTREME Fennel (Anise) EXTREME Green Leaf / Red Leaf Lettuce ESCALATED Honeydews EXTREME Iceberg Lettuce EXTREME Limes (175's and larger) ESCALATED Green Bell Peppers ESCALATED Romaine Lettuce EXTREME Romaine Hearts EXTREME White Asparagus ESCALATED Snacking Tomatoes (Grape & Cherry) ESCALATED PUBLIC SERVICE ANNOUNCEMENT - Conair Recalls Over One Million Cuisinart Grill Brushes Due to Ingestion Hazard - Product: Metal Wire Bristle Grill Brushes - 1 Million or so - BUT none of these are any good..... CHINA NOT MESSING AROUND - A Chinese court handed a rare death sentence to a former official on corruption charges, in a severe punishment underscoring the intensity of President Xi Jinping's anti-graft crackdown. - Yang Youlin, a former vice director of an economic zone in the eastern city of Nanjing, was sentenced to death on Monday for taking more than 2.21 billion yuan ($325 million) of bribes between 2013 and 2023, according to the state broadcaster China Central Television. - Yang was found guilty also of embezzlement, abuse of power and money laundering. His crimes were “exceptionally grave” and caused massive losses, warranting the capital sentence, CCTV reported, citing the Changzhou Intermediate People's Court in Jiangsu province. DRONES - Dronemaker AeroVironment reported fourth-quarter earnings that beat on the top and bottom lines. - The company's funded backlog of $1.2 billion was up substantially over last year, but grew only slightly from the $1.1 billion last quarter. - Autonomous systems were a strong point with revenue of $492 million that beat the $402 million StreetAccount expectation. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Växter som annars inte finns så långt norrut trivs i mikroklimatet som sydväxtberget Hykjeberg skapar, strax utanför Älvdalen. Hela programmet sänds härifrån. Lyssna på alla avsnitt i Sveriges Radios app. En mil nordost om Älvdalen reser en sig jätte ur dalaskogen: Hykjeberg. Mot söder stupar berget ner i en nästan lodrät bergvägg på 100 meter. Från toppen är utsikten milsvid och hisnande. Men det är minst lika spännande att promenera nedanför branten! Det här är nämligen ett sydväxtberg med en unik växtlighet. Det sydvända berget suger åt sig värmen på sommaren, lagrar den och avger den under höst och vinter. Det ger ett lokalklimat som gynnar växter som annars bara hittas längre söderut, som lönn, lind, skogstry, sötvedel, getrams och gaffelbräken. Det har intresserat botaniker genom tiderna – som exempevis Carl von Linné som beskrev den säregna floran på sitt besök här 1734.Men det är fler som trivs här. Hykjebergets naturresverat är en riktig hotspot för landsnäckor som betar alger direkt från klippväggen. Rovfåglar som tornfalk och fjällvråk häckar i branterna. Den skyddsvärda mossan nordisk klipptuss växer på klipporna. Berget är också populärt hos oss människor – för utsiktens skull från toppen, eller för den utmanande klättringen uppför den branta klippväggen.Naturmorgon sänder hela programmet från Hykjebergets naturreservat. I avsnittet medverkar Lennart Bratt, Länsstyrelsen Dalarna, Johanne Maad, Dalarnas botaniska sällskap Ted Ekberg, ordförande Dalarnas klätterklubb och Birgitta Sekund, sommarboende i området. Vi blickar också bakåt i tiden tillsammans med Kurt Malm och Lars-Erik Lindhamn på Hykje fäbodar som gett berget dess namn, och med Magnus Graf, som hittat både fångstgropar och boplatser från stenåldern i närheten av det.Programledare är Karin Gyllenklev, reporter Lisa Henkow, producent Helena Söderlundh och ljudtekniker Martin Tuomolin och Georg Schröter.Veckans naturfråga: Arten vi söker kan vara en belöning i trädgårdslandet, men också i bildlig och motiverande bemärkelse.Blommorna sitter i flock men det är den underjordiska delen som får mest uppmärksamhet av oss människor, ja även av herrarna Skutt och Sprätt. Hos den vilda underarten är den skiffergrå, hos den odlade oftast i en mer lysande färg.Skicka ditt svar senast torsdag till naturmorgon@sverigesradio.se eller Naturmorgon, 359 30 Växjö. Glöm inte att skriva din postadress. Du har chans att vinna en röd termos, en fin tygkasse eller ett klassiskt tygmärke. Lycka till! Förra veckan frågade vi efter lind. De tre som vann var: Irene Källberg, Kungsbacka; Marianne Arfvidsson, Braås och Annika Heyman, Stockholm. Grattis alla tre!
Ľubomír Bajaník je mimoriadne obľúbený moderátor a tvár Slovenskej televízie. Jej súčasťou je už 30 rokov. Moderuje hlavnú spravodajskú reláciu Správy STV a je dramaturg a moderátor relácie o historických udalostiach a osobnostiach SK Dejiny. Pôsobí aj ako vysokoškolský pedagóg na Filozofickej fakulte Univerzity Komenského a jeho vedeckou prácou je tiež skúmanie histórie Slovenskej televízie. S Katou Martinkovou hovorí aj o vlakoch a železniciach, ktoré sú jeho záľubou o cestovaní a varení, ale aj o novej generácii študentov žurnalistiky. | Hosť: Ľubo Bajaník (moderátor STV). | Moderuje: Kata Martinková. | Tolkšou Hosť sobotného Dobrého rána pripravuje Slovenský rozhlas, Rádio Slovensko, SRo1. Reláciu vysielame každú sobotu po 8. hodine.
Daniela Maier ist Olympiasiegerin im Skicross – einer der spektakulärsten Wintersportarten überhaupt. Vier Athletinnen starten gleichzeitig, kämpfen mit bis zu 90 km/h über Sprünge, Wellen und Steilkurven um jede Position. Fehler verzeiht diese Sportart keine, Entscheidungen fallen in Sekundenbruchteilen. In dieser Folge erzählt Daniela Maier, weshalb sie kurz vor wichtigen Rennen manchmal ihren Bruder anruft, wie sie sich mit Atemtechniken und mentalen Routinen in den perfekten Wettkampfmodus bringt – und warum ihre Goldmedaille heute oft einfach in ihrer Hosentasche steckt. Außerdem spricht sie über die wohl verrückteste Episode ihrer Karriere: eine olympische Bronzemedaille, die ihr erst verliehen, dann wieder aberkannt und Monate später doch wieder zugesprochen wurde. Podcasttipp: „Sportschau-Wintersport-Podcast“ https://www.ardsounds.de/sendung/sportschau-wintersport-podcast/urn:ard:show:1f0065c715b164ed/
Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/ Known as JustDario on X is the host of JustDario CigarTime on YouTube. He talks the collapse of the Japanese Yen, crazy shorts squeezing oil, why using the SPR skews markets, bitcoin, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998 Follow Dario X- https://x.com/DarioCpx?s=20 YouTube- https://www.youtube.com/@TheRealJustDario Website- https://justdario.com/ Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/
Na Slovensku je úspešný film, na ktorý príde do kina 200-tisíc ľudí, vraví filmový a televízny producent a spolumajiteľ DNA Production Rasťo Šesták. Spolu s režisérom Petrom Bebjakom stoja za filmami ako Duchoň, Správa, Smršť či Trhlina. V rozhovore s reportérom Dušanom Mikušovičom vraví, koľko stojí film a čo je na ňom najdrahšie, ako prežíval emotívnu diskusiu okolo filmu Duchoň, aj prečo stopli spolupráce s STVR a nežiadajú o podporu z výziev Audiovizuálneho fondu.
Brandkatastrophe in Crans-Montana zu Silvester. Wie haben zwei Brüder überlebt? Und wie finden sie seitdem zurück ins Leben? Darüber sprechen wir in dieser Folge des Weltspiegel Podcast. Es ist gerade ein halbes Jahr her: Silvesternacht in Crans-Montana in den Schweizer Bergen: Hunderte Jugendliche feiern in der Bar Le Constellation ins neue Jahr. Es ist voll, laut, ausgelassen. Mittendrin: die Brüder Valentin und Ferdinand. Jemand hat Champagner bestellt, mit Sprühfontänen. Doch die Funken setzen die Decke in Brand. Binnen Sekunden brennt die ganze Bar - ein Flammeninferno. 41 junge Menschen sterben. Valentin und Ferdinand kommen knapp mit dem Leben davon. Unsere Korrespondentin Stefanie Dodt hat die beiden Brüder und ihre Eltern über Monate begleitet. In ihrer Weltspiegel Doku erzählt sie, wie die Familie nach dieser Nacht versucht, zurück ins Leben zu finden, aber auch Aufklärung fordert: Wie konnte die Decke im Club so schnell brennen? Warum haben die Behörden die Bar jahrelang nicht ausreichend kontrolliert? Auch darüber spricht Philipp Abresch mit Stefanie Dodt im Weltspiegel Podcast. ----- Moderation: Philipp Abresch Redaktion: Philipp Weber, Anna Leier Mitarbeit: Caroline Mennerich Redaktionsschluss: 26.06.2026 ----- Alle Folgen des Weltspiegel Podcasts findet ihr hier: https://www.ardaudiothek.de/sendung/weltspiegel-podcast/61593768/ ---- Unser Doku-Tipp: Weltspiegel Doku "Crans-Montana: Leben nach dem Feuer" jetzt in der ARD Mediathek https://1.ard.de/crans-montana-weltspiegel?p=wsp ---- Unser Podcast-Tipp: Feuer und Flamme: Der Feuerwehr-Talk – https://www.ardsounds.de/sendung/feuer-und-flamme-der-feuerwehr-talk/urn:ard:show:c9b3a5b8d0e32c54/ Alle Inhalte der ARD Mediathek im Überblick: Livestreams, Nachrichten, Filme, Serien und spannende Dokus. Hier anschauen! ----- Feedback, Themenvorschläge & Lob gerne an: weltspiegel.podcast@ard.de
Brandkatastrophe in Crans-Montana zu Silvester. Wie haben zwei Brüder überlebt? Und wie finden sie seitdem zurück ins Leben? Darüber sprechen wir in dieser Folge des Weltspiegel Podcast. Es ist gerade ein halbes Jahr her: Silvesternacht in Crans-Montana in den Schweizer Bergen: Hunderte Jugendliche feiern in der Bar Le Constellation ins neue Jahr. Es ist voll, laut, ausgelassen. Mittendrin: die Brüder Valentin und Ferdinand. Jemand hat Champagner bestellt, mit Sprühfontänen. Doch die Funken setzen die Decke in Brand. Binnen Sekunden brennt die ganze Bar - ein Flammeninferno. 41 junge Menschen sterben. Valentin und Ferdinand kommen knapp mit dem Leben davon. Unsere Korrespondentin Stefanie Dodt hat die beiden Brüder und ihre Eltern über Monate begleitet. In ihrer Weltspiegel Doku erzählt sie, wie die Familie nach dieser Nacht versucht, zurück ins Leben zu finden, aber auch Aufklärung fordert: Wie konnte die Decke im Club so schnell brennen? Warum haben die Behörden die Bar jahrelang nicht ausreichend kontrolliert? Auch darüber spricht Philipp Abresch mit Stefanie Dodt im Weltspiegel Podcast. ----- Moderation: Philipp Abresch Redaktion: Philipp Weber, Anna Leier Mitarbeit: Caroline Mennerich Redaktionsschluss: 26.06.2026 ----- Alle Folgen des Weltspiegel Podcasts findet ihr hier: https://www.ardaudiothek.de/sendung/weltspiegel-podcast/61593768/ ---- Unser Doku-Tipp: Weltspiegel Doku "Crans-Montana: Leben nach dem Feuer" jetzt in der ARD Mediathek https://1.ard.de/crans-montana-weltspiegel?p=wsp ---- Unser Podcast-Tipp: Feuer und Flamme: Der Feuerwehr-Talk – https://www.ardsounds.de/sendung/feuer-und-flamme-der-feuerwehr-talk/urn:ard:show:c9b3a5b8d0e32c54/ Alle Inhalte der ARD Mediathek im Überblick: Livestreams, Nachrichten, Filme, Serien und spannende Dokus. Hier anschauen! ----- Feedback, Themenvorschläge & Lob gerne an: weltspiegel.podcast@ard.de
VEM: Andréas SundbergYRKE: FotbollsjournalistAVSNITT: 741OM: Fotbollsagenternas kidnappning av svensk fotboll. Agentkriget om Victor Nilsson Lindelöf. Pojklaget som fick Chelsea att komma till Angered. Tränaren som sålde kokain. Infiltrationen av AIK. Inställda stormatchen mot IFK Göteborg. Brevlådeföretagen, kontanterna och målvakterna. Gyökeres, Isak och pengarna bakom storövergångarna. Sprängningarna, skjutningarna och femtonåringarna som skickades som bombkurirer. Och en hel del om killen som ringde Svenska Spel och undrade var hans matchfixningsvinst tagit vägen.SAMTALSLEDARE: Kristoffer TriumfPRODUCENT: Mattias ÅsénKONTAKT: varvet@triumf.se och Instagram.Länk till boken Fotbollsagenterna Hosted on Acast. See acast.com/privacy for more information.
Secretary Chris Wright is the Best Energy Secretary in the United States history, in my opinion, and today is a great example of that. His Department of Energy approval for the Aalo Atomics reactor start is huge for the United States. And on the other side of the Pond in the UK, you have the complete opposite, and you can see Ed Miliband banning North Sea oil production, but buying North Sea oil and gas from Norway. This is shades of Jennifer Granholm! We cover 10 Big stories today on the Energy News Beat Stand Up. 1. Advanced Nuclear Energy Approvals (Opening Story)The podcast leads with a major milestone: Secretary Chris Wright approved the Allo-X Critical Test Reactor to reach critical mass. This represents a landmark achievement for U.S. nuclear energy, with hopes to reach criticality before July 4th. The host also mentions other advanced reactors like Tetra's Mark Zero and Valar Atomics' high-temperature gas reactor reaching zero power criticality in Utah.2. Oil Market Volatility & Strait of Hormuz DisruptionsExtensive discussion of crude oil market fluctuations driven by geopolitical tensions. Jeff Curry (from CNBC) argues that recent price declines are temporary, with underlying market conditions remaining tight. The podcast covers:Previously trapped crude being released through the Strait of HormuzShipping risks and limited operational lanesTanker attacks and captains avoiding the straitPredictions of future price spikes due to depleted SPR and Cushing reserves3. Middle East Energy Politics & Supply RoutesSaudi Arabia resuming tanker loadings at Ras TanuraIraq reversing pipeline flows to route crude northward to TurkeyIran's declining relevance due to reduced transit feesQatar's LNG challenges and alternative routing around the Strait of Hormuz4. EU Methane Regulations & Energy SecuritySecretary Chris Wright and other officials warn that proposed EU methane regulations could disrupt European oil and gas supply. The host criticizes these regulations as a wealth transfer that increases consumer costs without climate benefits.5. UK Energy Policy CriticismEd Miliband (UK Energy Secretary) vetoed a proposal to increase North Sea oil and gas drilling, despite the UK still relying on 40% natural gas. The host criticizes this as economically counterproductive.6. Refining Economics & California's ImpactDiscussion of refining costs and how California's regulatory overreach creates massive price disparities:Texas refineries: $5/barrel to refine gasolineCalifornia refineries: $15/barrel to refine gasolineCalifornia drivers pay $2.16 more per gallon than TexasCalifornia must import 40-60% of gasoline from Asia7. AI Boom Driving Natural Gas DemandTennessee Valley Authority reports electrical demand is exceeding forecasts due to AI and hyperscaler data centers, forcing massive natural gas expansion. The host emphasizes natural gas won't disappear anytime soon.8. Grid Infrastructure CrisisNew York faces a tightening electricity supply as AI data centers and new manufacturing seek grid connections by 2030—equivalent to the load of an entire New York City. The host criticizes politicians for ignoring the need for 24/7 dispatchable power and the physics of AC grid requirements.9. Political Commentary & Election IntegrityThe host calls for the "Save America Act" to ensure legal registered voters in elections, criticizing Senator Thune and broader election integrity issues, particularly in California.The podcast weaves together energy market realities, geopolitical tensions, regulatory policy, and infrastructure challenges into a comprehensive view of current U.S. energy security concerns.1.Aalo-X Gets the Approval to Turn On the Aalo-X Critical Test Reactor Secretary Chris Wright Signs the Critical Notice – A Landmark Milestone for U.S. Advanced Nuclear and AI Power2.Jeff Currie: Oil Market in Surplus Today, But That Tells Us Nothing About Tomorrow3.Saudi Arabia Starts Loading Tankers at Ras Tanura's Sea Port4.Iraq Set to Accelerate Hormuz Bypass5.Iraq Cuts West Qurna/2 Output Under Force Majeure as Tankers Remain Unavailable6.U.S., Qatar, Nigeria, and Algeria Warn Proposed E.U. Methane Regulations Could Disrupt Europe's Oil and Gas Supply7.Ed Miliband Vetos Plan to Boost Oil Output for Defense Fund8.Phillips 66 CEO Mark Lashier warned of greater refining and petrochemical earnings volatility from Hormuz disruptions9.AI Boom Forces Tennessee to Plan Massive Natural Gas Expansion10.Politicians have broken America's grids – And Consumers pay the price – Through the noseCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
Anne Imhof talks to Ben Luke about her influences—from writers to musicians, and, of course, other artists—and the cultural experiences that have shaped her life and work. Imhof, who was born in 1978 in Giessen in Germany, is primarily known for her epic durational performances involving diverse collectives of dancers, musicians and actors. Their movement, speech and song is built from often fragmentary gestures, and informed by a wealth of sources as well as the innate expertise of the performers themselves, which Imhof harnesses to choreograph tableaux of rich affective power. A reflection on and of contemporary societal conditions, these works are also profoundly engaged with cultural and performance traditions, from the languages and forms of contemporary dance and ballet to rock concerts and art history. Imhof's practice extends far beyond performance, involving painting and drawing, sculpture and sculptural installation, and film. In each language that she adopts, she overtly engages her audience and particularly their bodies, whether that is in the mode of address of her performance works, in sculptures that evoke barriers or surveillance mechanisms, or in paintings that overwhelm the viewer in their scale and the gravity of their imagery. She discusses the disparate creation of meaning in her work, through her own framing, her collaborators' performances and the viewers' experience. She reflects on the balance between structure and improvisation in her performances and the mutual trust that is key in working with dancers, choreographers, musicians and actors. She talks about the role of drawing in underpinning the other elements of her work. Among the references she discusses are to the early influence of teachers who recognised her interest in drawing and who led her to make copies of Michelangelo. She talks about Tino Sehgal and William Forsythe's formative influence and her admiration of cultural figures as diverse as the artists Cameron Rowland and Arthur Jafa, the philosopher Juliane Rebentisch and writers including Franz Kafka and Robert Bresson, whose screenplays she particularly admires. She gives insight into her life in the studio and answers our usual questions, including the ultimate: what is art for?Anne Imhof: Citizen, Sprüth Magers, London, until 1 August. Hosted on Acast. See acast.com/privacy for more information.
Co obsahuje memorandum o porozumění mezi Spojenými státy a Íránem, které má otevřít cestu k mírové dohodě? Proč chtějí Spojené státy přezkoumat přítomnost svých vojsk v Evropě? A co znamená zvolení Petra Moravce do čela Správy Krkonošského národního parku?
Wenn man zählen würde, welche Formulierungen heutzutage zu den meistgebrauchten Sprüchen zählen, dann würde wahrscheinlich ganz oben stehen: „in den Fokus rücken“ oder in der Variation: „in den Fokus gerückt“. – Diese Formel wird oft gebraucht, obwohl es deutsche Alternativen gibt, zum Beispiel: „Im Mittelpunkt des Geschehens steht …“. Oder: „In den Blickpunkt gerückt“. AlbrechtWeiterlesen
//The Wire//2300Z June 10, 2026// //ROUTINE// //BLUF: WAR REIGNITES IN IRAN AS MUTUAL TARGETING CONTINUES AROUND THE REGION. PRESIDENT TRUMP REVEALS ALLEGEDLY SECRET OPERATION IN THE STRAIT OF HORMUZ. RIOTS AND UNREST REMAIN CONSTANT IN NORTHERN IRELAND.// -----BEGIN TEARLINE------International Events-Middle East: The war has continued to escalate as all sides remain engaged in active targeting operations throughout the region. After the reported shootdown of the American helicopter, the United States conducted 10-12x strikes throughout Iran in retaliation. Similarly, the Iranians attacked Jordan, Kuwait, and Bahrain again, striking airfields that are being used by American aircraft to conduct the war. This afternoon President Trump stated that American bombing will continue, and bombing sorties have already resumed with targets reportedly being struck once again throughout Iran.Northern Ireland: Unrest continued throughout Belfast throughout the night, with most of the more kinetic phases of the evening focusing around arson attacks on migrant housing projects throughout the city. Several dozen different sites and residential structures were burned down, and throughout the afternoon the riots have continued around the city.Analyst Comment: According to local reports, nobody was killed or stabbed during the night, so as of this morning at least, the "Chicago Way" has not been relied upon for conflict resolution throughout the city just yet. All things considered, the city has probably gotten off lightly so far considering the gravity and circumstances of the case that started all of this. However, as of this report, the second night of rioting has begun, and unrest looks to be in the forecast for the next few days.-HomeFront-Texas: Local dissent continues to grow in the wake of the Karmelo Anthony verdict, as Anthony was sentenced to 35 years in prison yesterday afternoon. So far only low-level unrest has been observed, however some BLM protests have remained persistent outside the Collin County courthouse, which have involved assaults and incidents between groups of protesters.-----END TEARLINE-----Analyst Comments: This afternoon, President Trump revealed what is alleged to be a secret campaign to get more oil out of the Persian Gulf. This plan, the exact details of which remain very unclear, allegedly has resulted in hundreds of ships transiting the Strait, along with 100 million barrels of oil since the start of the operation. It's not immediately clear as to if this operation is still ongoing or not, but speculating a bit, this master plan appears to involve the US Navy attempting to conduct a grand shell game using a variety of electronic trickery, so as to sneak some vessels out of the Strait. Once in the Gulf of Oman, Ship-to-Ship transfers of oil are conducted, and the same ships run back through the Strait to pick up another load of oil. This has been suspected for some time as it's not exactly easy to hide a massive tanker vessel.In President Trump's social media post disclosing the operation, this "200 ship" claim needs more clarification because so far the numbers don't add up. This figure could be a total number of ships and not specifically oil tankers...small regional fishing boats are probably included in this figure. Even so, using his own numbers, the US has allegedly moved 100 million barrels of oil since May, during this secret operation. The average Very Large Crude Carrier (VLCC) carries about 2 million barrels of crude oil, so this would be equivalent to 50x trips...over a period of at least a month.Before the war, about 20 million barrels of oil transited the Strait every day. Since the war started, this flow has been effectively cut off. The Saudi's have helped supplement the situation with their East-West Petroline system which runs overland, with a capacity of 7 million bbl/d. Similarly, the Emirates have tried sneaking oil out through Omani terminals on the Gulf of Oman side of the Strait (which is why Iran has been striking Oman semi-regularly since the start of the war).Since deception has been disclosed and confirmed in this case, honesty is not a part of this equation. It is possible that this "secret" operation was more effective than at first glance. However, since it's unwise to tell the world about a secret military operation that is currently ongoing, it's also possible that it was less effective than stated, and thus has been concluded much like Project Freedom initially was. The latter option is the most likely based on the little information that we have, because the claim of 100 million barrels of secret oil only amounts to about five days worth of crude due to the US consuming about 21 million bbl/d in the summertime (from all sources, including domestic production). Credit must be granted where credit is due, and this alleged operation is at least an attempt for the White House to fix the energy crisis that it started, which is a step in the right direction. However in this case the grand question remains as to whether or not it was worth it. Civilian mariners putting their lives at risk while drone boats guide them through a minefield, for so little oil that the world did not even notice...might be a rather suboptimal arrangement on the strategic level.As a result, if this deception campaign was working to alleviate some pressure on the global oil crisis, nobody seems to have told the Department of Energy because the United States has continued to drain the Strategic Petroleum Reserve (SPR) at record rates. All total, the US has released around 172 million barrels from the SPR since the war began, most of which was sold for export as most US domestic refinement is heavily reliant on crude from the Middle East. If the US did indeed succeed in a total of 100 million barrels exiting the Strait...it did not just disappear, it had to go somewhere and somebody had to account for it over the past few months. Ships carrying oil don't just vanish into thin air, and there is undoubtedly a paper trail leading to the truth. Consequently, it's possible that the truth is being bent quite heavily and the numbers don't add up. Taking all of this at face value however, even with clever tricks, the Saudi's backup pipeline, US refinement booming, and draining our strategic reserves, basic arithmetic indicates that this is not enough to halt the energy crisis from getting more serious with each passing day.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground Disclaimer: No LLMs were used in the writing of this report. //END REPORT//
Listen/Watch the FULL EPISODE ad-free/early on Substack: https://coffeeandamike.substack.com/ Art Berman is a geologist and writer doing energy-related work. He talks what has changed in the Middle East since we last spoke, why no one seems to be motivated for a resolution, SPR being used for the global market, how we are not going back to 2025, Iran, China, Russia, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Follow Me X- https://x.com/CoffeeandaMike IG- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ YouTube- https://www.youtube.com/@Coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Substack- https://coffeeandamike.substack.com/ Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Gab- https://gab.com/CoffeeandaMike Locals- https://coffeeandamike.locals.com/ Website- www.coffeeandamike.com Email- info@coffeeandamike.com Support My Work Venmo- https://www.venmo.com/u/coffeeandamike Paypal- https://www.paypal.com/biz/profile/Coffeeandamike Substack- https://coffeeandamike.substack.com/ Patreon- http://patreon.com/coffeeandamike Locals- https://coffeeandamike.locals.com/ Cash App- https://cash.app/$coffeeandamike Buy Me a Coffee- https://buymeacoffee.com/coffeeandamike Bitcoin- coffeeandamike@strike.me Mail Check or Money Order- Coffee and a Mike LLC P.O. Box 25383 Scottsdale, AZ 85255-9998 Follow Art X- https://x.com/aeberman12?s=20 Website- https://www.artberman.com/ Sponsors Vaulted/Precious Metals- https://vaulted.blbvux.net/coffeeandamike McAlvany Precious Metals- https://mcalvany.com/coffeeandamike/
Today we were delighted to host Karl Hersvik, CEO of Aker BP, in our offices in Houston. Karl has served as CEO since 2014 and has overseen a period of significant growth and transformation at Aker BP. We were thrilled to hear Karl's insights on operational excellence, artificial intelligence, data architecture, and the future of oil and gas. As you'll hear, Aker BP has built a differentiated operating model centered on productivity, long-term alliance partnerships, and technology deployment. In our conversation, Karl shares how Aker BP has achieved industry-leading operational performance through a relentless focus on continuous improvement, standardized workflows, and deep collaboration with key service providers. He explains why the company believes data should be treated as a strategic asset and how years of investment in data infrastructure have positioned Aker BP to become what he calls the industry's first "AI-native" oil and gas company. We discuss how AI and agentic workflows are already accelerating engineering, operations, and exploration workflows across the company, enabling faster decision-making, improved productivity, and more efficient capital deployment. Karl introduces the concept of “vibe engineering,” the idea that engineering expertise can be codified into AI agents that perform work in parallel, allowing humans to focus more on training, oversight, and optimization. He argues that this shift has the potential to dramatically compress development timelines and fundamentally reshape how oil and gas projects are executed. Karl provides a fascinating perspective on the future of the energy industry, arguing that AI will create a new generation of winners and losers, while increasing the importance of focus, culture, and organizational adaptability. He also shares his views on energy security, the evolving role of Norwegian oil and gas in Europe, and why resilience, not prediction, will be the defining competitive advantage in an increasingly volatile world. We greatly enjoyed the conversation. Mike Bradley started the show by noting that the Iran war has entered its fifteenth week, with markets still largely trading around developments tied to the conflict. He emphasized that this week will be different, as both institutional and retail equity investors shift their attention to the upcoming SpaceX IPO—pricing Thursday. On the oil front, WTI is currently trading at ~$89/bbl, down ~$2 from last week's close. He credited the Trump Administration with effectively maintaining a market narrative that a broader Iran resolution is imminent, which has helped keep WTI range-bound between $85 and $105/bbl. However, he cautioned that this narrative may begin to lose traction as markets head into the peak summer demand season. He also noted a gradual shift in oil strategist discussions toward the post-war landscape, particularly around how quickly shut-in production could return to pre-conflict levels. Turning to equities, he pointed out that the S&P 500 is modestly higher this week following a ~1.5% pullback last week, which ended a nine-week winning streak. He noted early signs of strain in the AI trade, as several semiconductor stocks experienced sharp corrections, prompting a rotation into more defensive sectors. He ended by highlighting that Equinor ASA will host its Capital Markets Day next week, marking the 25th anniversary of its listing on both the Oslo and New York Stock Exchanges. Arjun Murti expanded on the Strait of Hormuz discussion by emphasizing that while no one knows exactly how the situation will unfold, current market stability is being supported by inventory draws, SPR releases, and lower Chinese imports, none of which are sustainable indefinitely. He cautioned that a prolonged disruption would ultimately risk a global recession by forcing significant demand destruction, reinforcing the need for a peaceful resolution and a rapid return of shut-in production. More broadly, he reiterated his "Geopolitical Super Vol" thesis, arguing that companies should stop planning around a single oil price outlook and instead prepare for a wide range of outcomes, from deep downturns to periods of $100+ oil. In his view, the winners will be businesses that can remain profitable through volatility, strengthen their balance sheets during periods of strong cash flow, and capitalize on opportunities when competitors are reluctant to invest.
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Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.