Podcasts about SPR

The Treasury just signaled it will do whatever it takes to hold the long end together, and Bitcoin ripped toward $80,000 about 45 minutes after the headline hit.

Book a call: https://remnantfinance.com/calendarEmail us at info@remnantfinance.com or visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBEHans opens this episode with a correction to the original recording, the SECURE 2.0 Act dropped that penalty from 50 percent to 25 percent, and then makes the case that the only incentive that explains the rule at all is that they do not want you leaving it to your children.From there, a macro roundup on the three stories driving the tape right now: the 30-year Treasury clearing above 5.3 percent for the first time since 2007, oil sitting stubbornly in the eighties while the Strategic Petroleum Reserve hits its lowest level since 1982, and the Fed holding its range at 3.5 to 3.75 while the betting markets start pricing a hike rather than a cut. Then a replay of what was, for most of this show's run, its most popular episode. Hans and Brian take apart the conventional financial planning model, starting with the assumption buried underneath all of it: that anyone can predict the future. When you retire, what taxes will be, what inflation does, how long you live, how the market performs. Every one of those has to break your way for the plan to work. Only one has to break against you for it to fall apart.Chapters 00:00 – Opening segment 01:05 – Why part two of the interest rate breakdown is delayed a week 04:55 – Correction: SECURE 2.0 took the RMD penalty from 50 percent to 25 percent 06:45 – The one piece of the tax code Hans cannot steel man 07:00 – How the two gates work: 59 and a half, then 73 08:15 – Reducing the penalty to 10 percent, and why the barrier never really left 10:20 – Tax on the seed versus tax on the harvest 11:55 – Macro roundup: how a Treasury auction actually clears 14:05 – The 30-year breaks 5.3 percent, highest since 2007 14:55 – Heavy federal issuance and the approaching 40 trillion mark 15:50 – AI data center CapEx enters the rate story 16:35 – Three straight down sessions in the S&P 17:00 – Oil, Hormuz, and the lowest SPR level since 1982 20:20 – Why "cooling inflation" is still inflation 22:10 – Replay begins: the airline gig and stop being a passenger 25:50 – What the institutions want, and the four things they are optimizing for 26:40 – Pond money versus river money 27:45 – The blackjack cheat sheet the dealer hands you for free 28:50 – The conventional model in one paragraph 30:50 – Where did 65 come from, and why is it a goal at all 32:25 – The Social Security incentive trap 33:35 – The generation that struck gold on the timeline of history 36:10 – Asset price inflation is not value creation 37:10 – A proposal: let our generation take the hit 40:40 – On spending it all and leaving nothing behind 44:15 – The Waiting List, and what you would actually trade for your children 48:55 – Back to the model: predict the future 50:20 – What will tax rates be in thirty years 53:40 – If taxes double, does your plan survive 53:55 – The family budget slide and what it actually is 59:35 – 1988 prices and the case against linear inflation 1:02:50 – How long will you live, and the barrel of water on the island 1:05:35 – Market performance as a load-bearing assumption 1:06:45 – Closing segmentKey TakeawaysThe conventional plan is a stack of predictions dressed as a strategy. When you retire, what tax brackets look like decades out, what inflation does to the cost of a car or a house, how long you live, and what the market returns over the accumulation window.

What happens when the organization that has managed your association for decades tells you that you have 18 months to find a new path forward? How can association leaders navigate a major operational transition while protecting their staff, serving members, and making smart decisions about what to keep in-house and what to outsource?In this episode of Associations Thrive, host Joanna Pineda interviews Angela Davis, CEO of the Society for Pediatric Radiology (SPR), and Yasmeen Fields, CEO of the Society of Breast Imaging (SBI). Angela and Yasmeen discuss:How SPR is a community of more than 3,000 physicians, trainees, and allied professionals dedicated to improving children's health through medical imaging, while SBI represents more than 4,200 breast imaging radiologists working to minimize breast cancer mortality and suffering.Why radiology has so many subspecialty associations. As Angela explains, “children are not small adults,” and specialized areas such as pediatric radiology and breast imaging require distinct expertise, education, and professional communities.How both SPR and SBI were managed for decades by the American College of Radiology (ACR), which provided the infrastructure, resources, expertise, and operational support that allowed smaller specialty societies to grow and thrive.How ACR ultimately decided to focus exclusively on its own mission, strategic plan, and members, giving the societies it managed 18 months to transition to a new management structure.How SPR and SBI evaluated different business models, including partnering with another radiology organization, working with an association management company (AMC), and becoming fully self-managed. Both initially partnered with AMCs before ultimately becoming standalone organizations.How becoming independent required Angela and Yasmeen to assume responsibility for functions that previously existed under the ACR umbrella, including HR, accounting, technology, investments, and operational decisions.How both organizations learned not to overcommit during a major transition. Today, both organizations combine small internal staffs with strategic outsourced support.How collaboration extends across the larger “House of Radiology.” Through gatherings like the ACR Inter-Society Conference, association executives and volunteer leaders learn from one another, develop stronger relationships, and see how their individual organizations fit into the broader radiology community.References:SBI WebsiteSPR Website

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… 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 S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   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

Viele Männer über 40 merken irgendwann, dass ihr Dating Leben komplett anders aussieht, als sie es sich eigentlich vorgestellt haben. Sie sind beruflich angekommen, haben Erfahrung, Verantwortung und oft auch ein gutes Leben aufgebaut, aber beim Thema Frauen, Dating und Partnersuche läuft es trotzdem nicht so, wie es laufen sollte. Genau darum geht es in diesem Video. Ich erkläre den typischen Werdegang des modernen Ü40 Single Mannes und warum so viele Männer über 40 keine passende Partnerin finden. Viele bleiben jahrelang Single, geraten immer wieder an die falschen Frauen oder landen in Beziehungen, die ihnen emotional mehr schaden als guttun. Das Problem ist nicht, dass es für Männer über 40 unmöglich wäre, eine gute Frau kennenzulernen. Das Problem ist, dass viele Männer nie gelernt haben, wie moderne Partnersuche wirklich funktioniert. Sie konsumieren immer mehr Content, kommen aber nicht wirklich in die Umsetzung. Sie sammeln Dating Wissen, aber bauen keine echten Fähigkeiten auf. Sie wissen theoretisch, was sie tun müssten, aber sie schaffen es nicht, regelmäßig Frauen kennenzulernen, Gespräche aufzubauen, Anziehung zu erzeugen und Dates mit Qualität zu bekommen. In diesem Video erfährst du unter anderem: • warum viele Männer über 40 im Dating feststecken • welche Fehler Ü40 Männer bei der Partnersuche machen • warum Online Dating mit mittelmäßigen Bildern nicht funktioniert • warum ein Fotoshooting allein dein Dating Leben nicht löst • warum Frauen ansprechen im echten Leben schwieriger ist als gedacht • warum viele Männer im Theoriekonsum hängen bleiben • wie Frust, Opfermindset und falsche Schuldzuweisungen entstehen • warum Männer oft unter ihrem Niveau daten • warum manche Männer an die falsche Frau geraten • wie Mann Frau Dynamiken über Erfolg oder Misserfolg entscheiden • warum du in die Fülle kommen musst, bevor du eine gute Partnerin auswählst • wie du als Mann über 40 wieder echte Optionen bekommst Der entscheidende Punkt ist: Viele Männer über 40 denken viel zu klein. Sie glauben, sie müssten nur ein besseres Profil haben, nur ihre Ansprechangst überwinden oder nur einen Trick lernen. Aber Dating funktioniert nicht über einen einzelnen Hebel. Es geht um ein ganzes System aus Selbstpräsentation, Online Dating, Frauen ansprechen, Chatten, Dates führen, Anziehung aufbauen, Mann Frau Dynamiken verstehen und eine klare Strategie für Partnersuche. Wenn du keine Fülle hast, triffst du keine gute Wahl. Dann klammerst du dich schnell an die erstbeste Frau, die dir Aufmerksamkeit gibt. Du übersiehst Warnsignale, akzeptierst Verhalten, das dir nicht guttut, oder landest in einer toxischen Beziehung, weil du glaubst, dass du keine besseren Optionen hast. Genau deshalb ist es für Männer über 40 so wichtig, das eigene Dating Leben aktiv in die Hand zu nehmen. Nicht irgendwann. Nicht wenn zufällig die richtige Frau auftaucht. Sondern bewusst, strategisch und mit einem klaren System. Dieses Video richtet sich besonders an Männer über 40, Männer über 30, Unternehmer, Selbstständige, Akademiker, ITler, Ingenieure und verkopfte Männer, die eine passende Partnerin finden wollen und keine Lust mehr haben, Dating dem Zufall zu überlassen. Wenn du verstehen willst, warum dein Dating Leben bisher nicht funktioniert hat, warum du vielleicht immer wieder an falsche Frauen gerätst oder warum du trotz guter Voraussetzungen keine passende Partnerin findest, dann bekommst du in diesem Video eine klare, ehrliche und direkte Analyse. Es geht nicht um Pickup Artist Tricks, nicht um Manipulation und nicht um billige Sprüche. Es geht um Dating Psychologie, Frauen verstehen, Online Dating, Frauen ansprechen, Flirten lernen, Anziehung, Mann Frau Dynamiken und darum, wie du als Mann über 40 wieder echte Dating Optionen aufbaust, damit du aus Auswahl heraus eine gute Partnerin finden kannst. #datingcoach #männerüber40 #männerüber30 #partnersuche #onlineDating #frauenansprechen #flirtenlernen #frauenverstehen #datingpsychologie

Marty and John dig into the Groundhog Day situation in the Strait of Hormuz, why neither side looks desperate to deal, and what rising Treasury yields with suppressed volatility mean for the standoff. They get into the SPR draining to 40-year lows, Japan's yield curve cracking and the Fed stepping in with yen support, and why the FEMA repo facility matters. They also break down the latest fiscal math, the $500 billion AI buildout coalition led by Nvidia, and the accelerating US-China decoupling across chips and talent. To close, they look at Paul Tudor Jones adding to his Bitcoin position, Abu Dhabi holding pat, and volatility coiling to all-time lows.

Sprøjteorgasmer, kartofler og en ny opdagelse i rummet er alt sammen på menuen i dag. Vi begynder med superkartoflen, som lektor Kim Hebelstrup forsøger at udvikle. Hvad skal en superkartoffel egentlig kunne? Og hvorfor skal vi have den? Vi får også besøg af Kasper Elm Heintz fra DTU Space, som har været med til at opdage noget, mange i feltet kalder for en “sort huls-stjerne”. Og så svarer vi på jeres spørgsmål om alt fra sprøjteorgasmer til, hvorfor vi er så gode til at huske nogle ting og glemme andre. Send dit spørgsmål til os på ids@radio4.dk. Værter: Esben Pretzmann og Jonas Kuld Rathje / Lydklip: Klip fra tegnefilmen, Eventyret om den vidunderlige kartoffel / Gæster: Kim Hebelstrup, lektor ved Institut for Agroøkologi ved Aarhus Universitet, Kasper Elm Heintz, lektor ved DTU Space og Anders Nykjær, professor ved Institut for Biomedicin på Aarhus Universitet / Producer: Oliver Pirchert / Radio IIII redaktør: Sofie Rye / Produceret af Ingeniøren og Radio IIII i samarbejde med MonoMono.See omnystudio.com/listener for privacy information.

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//The Wire//2300Z August 13, 2026// //ROUTINE// //BLUF: EXPLOSION REPORTED AT ITALIAN MUNITIONS FACTORY. WHITE HOUSE PRESS SECRETARY RESIGNS. IEA REPORT CONFIRMS OIL CRISIS INCREASES IN SEVERITY WORLDWIDE. PRESIDENT PUTIN VISITS CONTROVERSIAL ISLAND CHAIN IN FAR EAST.// -----BEGIN TEARLINE------International Events-Italy: This morning an explosion was reported at the KNDS munitions factory near the town of Colleferro. This facility produced artillery rounds and solid-fuel propellants for the Ukrainian military. No casualties have been reported, as the explosion took place during the summertime vacation season, when nobody was working at the factory. The cause of the blast has not yet been disclosed.Analyst Comment: Industrial accidents happen all the time, but it's not everyday that a factory making explosives for Ukraine suffers such a catastrophic blast, with no prior warning, and with nobody actually at the plant. Reading between the lines, most assumptions are that this might have been malign action related to the war in Ukraine, however nothing has been released regarding that theory yet.Far East: Overnight, Russian President Vladimir Putin conducted a surprise visit to the Kuril Islands, an island chain north of Japan which has a hotly-contested history originating back with World War Two. President Putin visited Iturup Island for the first time, and mostly conducted tours of the facilities, including a fish processing factory, a school, and a hospital. During the visit, Putin specifically mentioned the Japanese sanctions on Russia, which were imposed after the 2022 invasion of Ukraine, stating that Russia has no grievances against Japan. Putin also directly mentioned the fact that in Japan's latest military publications, Russia is classified as a source of major threat, which Putin denied.Analyst Comment: This sparsely-populated island chain is just north of Japan, and was initially gifted to the Soviet Union during the 1945 Yalta agreement (though Japan disputes the legality of this). In practice, Russia dominates the four main islands, and a few dozen of the smaller uninhabited islands. Putin visiting a small island north of Japan is a major signal that Russia is interested in what's going on in their backyard, and that their far eastern regions are certainly not forgotten. This visit was deliberately intended to pressure Japan to reexamine their sanctions, as well as to serve as a not-so-subtle reminder, that mainland Russia is much closer to Tokyo than the mainland United States is.-HomeFront-Washington D.C. - White House Press Secretary Karoline Leavitt announced her resignation yesterday evening, which will come into effect at the end of the month. The reason for her resignation has been stated to be personal, to spend time with her family. Her replacement has not been officially announced, and most mainstream media is speculating that a replacement will not be named until after the midterms.Analyst Comment: The real reason for her resignation is probably for personal reasons, but vastly more personal reasons than anyone knows. The tabloids are running some rather juicy theories and rumors at the moment, most of which are related to the continuing scandal originating from the Air Force One plane swap incident in Turkey last month, and the details of who was selected to join the President onboard the covert plane...and who was left on the decoy.-----END TEARLINE-----Analyst Comments: Overnight, the International Energy Agency's report for the month of August was published, which provides more fidelity on the energy production throughout the Middle East. Based on the IEA's report, the situation is dire and now the sheer lack of oil is a problem. Even with all of the efforts to open the Strait, and with the brief ceasefire which resulted in a surge of tankers (before the Strait closed again), we still have a global shortage of 8.3 million bbl/day. This is roughly 8% of the entire planet's oil demand, which remains offline due to the war.As the energy crisis is firmly an emergency situation at this point, the biggest impact to the American people right now will take the form of Diesel prices rising higher, until eventual shortages begin. When the shortages will begin, is anyone's guess, but since the war has dragged on for so long, the second and third order effects are already well underway. Right now, the problem is not just a shortage of crude...it's also a problem of getting the right type of crude, to the right type of refineries. The complicated mess of secondary and tertiary disruptions has resulted in bottlenecks along the whole process, and since Hormuz, the BAM, Suez, and the Black Sea are all negatively affected in some manner by effectively three wars, roughly 20% of all global maritime diesel exports are effectively cut off.As a result, the biggest immediate problem for the U.S. is refining diesel at the scale needed to avoid shortages, which is why many people have been surprised to see diesel prices starting to creep up again over the past couple of weeks nationwide. The US can turn the tap and drain the SPR all we want, but that will not solve the immediate problem of the dwindling diesel supply in the short term.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be727a0e1a250a75e5e79269 Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

//The Wire//1800Z August 12, 2026// //ROUTINE// //BLUF: OIL CRISIS CONTINUES TO DETERIORATE AS STRATEGIC PETROLEUM RESERVE DROPS BELOW 300 MILLION BARRELS. WAR IN MIDDLE EAST REMAINS COMPLICATED, SHIPPING REMAINS STAGNANT. DOMESTIC VIOLENCE RESULTS IN MURDERS AT DAYCARE IN MINNESOTA.// -----BEGIN TEARLINE------International Events-Middle East: Around the region the war remains as before, with no major strikes being reported overnight. The war between the Houthis and Saudi Arabia has continued to increase in complexity following the Houthi strikes on the Jazan refinery last week. Saudi Arabia has stepped up efforts to fund and supply the official Yemeni government, which was outcast by the Houthis capturing and holding the capital city years ago. Analyst Comment: For the past decade, the Saudis have tried to undermine the Houthi control of Yemen by funding the exiled government forces which still control pockets of influence around the country. A few days ago, a strike was reported in the city of Mocha in Yemen, which was originally reported as being of Saudi origin. Turns out, it was the Houthis themselves striking the sector of the city that still remains in government control, targeting a collection of Saudi advisors which were working with the Yemeni government.-HomeFront-Washington D.C. - This morning a suspicious device was discovered in the vicinity of the Engine Company 20 fire station. One device comprised of a thermos container with wires wrapped around it was discovered by authorities, prompting a lockdown of the area. EOD responded to the scene and stated that the device was not a threat.Minnesota: This morning a stabbing attack was reported at a child care facility in Hopkins. Local authorities state that two adults and one child were stabbed at Brown Bear Childcare, a private residence converted to a daycare. All three individuals are reported deceased. Throughout the day, official sources have indicated that this was a domestic violence incident between the owners of the daycare, which resulted in one of the adults murdering the other, before murdering their child, and then themselves. The attack was witnessed by six other children, as well as a parent who had arrived at the residence to drop off their child.Analyst Comment: This attack took place at 236 Tyler Ave North. The business itself is registered with the state and has an active childcare license, with no violations or concerns being readily available online. Reviews are very positive, and the business appeared to be a small and wholesome daycare run out of a private residence. Prior to the murders this morning, this address had been listed on a local garage sale page. The listing claiming that the daycare had been scheduled to close at the end of the month, but how (or if) this fits in is unclear at the moment. As a result, this horrifically brutal attack is very out of the ordinary for Hopkins, and further analysis will be required to determine why this happened.-----END TEARLINE-----Analyst Comments: Concerning the impact of the Gulf War on global energy markets, the situation is still desperate. Oil transits through Hormuz are very minimal, with the NAVCENT-run reporting sources no longer publicly disclosing all of the Iranian strikes on tanker vessels. Many observers visually seeing a burning hull on the horizon, or crude oil washing ashore, is about as "confirmed" as it can get, and over the past few weeks several strikes have taken place that have not been reported by the UKMTO. In terms of what this is doing to the oil markets, Hormuz is back to very minimal oil flows. The constant Houthi targeting down in the Red Sea region has also resulted in the Saudi's cutting production at many oil terminals and processing facilities, and the Omanis are quietly trying to export more oil from their terminals which bypass the Strait...efforts which get derailed when a tanker gets struck by a drone/cruise missle.Where we go from here is hard to say, but the situation has been slow to develop. If a person is watching a car crash in slow motion, and it takes 6 months for the impact, people get bored. This appears to be what's happened as this war has dragged on for almost half a year. This has resulted in complacency, even though the overall situation is incredibly serious. The United States has continued to drain the Strategic Petroleum Reserve (SPR) at a breakneck pace, to the point that we are approaching the physical limits of how much oil can be withdrawn from storage. This oil is not really being processed within the US, but rather sold on the international market so as to keep the price of oil artificially low globally. Last week, the SPR dropped to 298.7 million barrels of oil in storage, all total. This is the first time that the SPR has dipped this low since the 1980's, when the demand was 20-30% lower than it is today. More broadly, this is also a major milestone in terms of how close we're getting to tank bottom. There is debate regarding how low the SPR can be drawn down. A common figure over the years has been that the US can theoretically drain the SPR down to 70 million barrels. There is also a legal floor as well, with 42 USC § 6241 mandating that the SPR cannot be drawn below 252 million barrels for national security reasons. Of course, this is a law that can be reliably ignored by both the White House and Congress itself, but it is a number to work from...and we're getting close to it.Last year the Government Accountability Office conducted a large-scale study on the SPR, which found that due to infrastructure degradation over the years, the entire system can only pump out a fraction of what it was previously capable of. The report did not explicitly state the magic number of how low we can go, but the report did state that regardless of where the bottom of the tank actually is, we can only pump it out at a rate that is 61% of what it was designed for. This means that not only are our tanks scraping bottom, but we are also limited in how fast we can drain what's left. Like a broken record, the story has constantly repeated since the war began...demand remains the same, but supply is down. The basics of that fact can only be concealed, manipulated, and talked-down for so long before supply itself runs out. As the SPR cruises past the 300 million barrel milestone, more motivation is stacking up to re-enter the diplomatic phase once again, before the energy crisis gets much worse.Analyst: S2A1 Research: https://publish.obsidian.md/s2underground NomadNet: 5fa68c88be727a0e1a250a75e5e79269 Disclaimer: No LLMs were used in the writing of this report. //END REPORT//

In this episode, we take a deep dive into Sviten Special poker strategy, exploring how to evaluate starting hands, understand hand strength, and make better decisions as the pot develops. We begin with a review of the Sviten rules and gameplay, then discuss when to apply key strategic principles and how frequently you can expect to be dealt certain starting hands.A hand that looks incredibly strong in one poker variant can be surprisingly vulnerable in Sviten. And understanding why is at the heart of playing the game well. We break down the strategic ideas that separate a solid Sviten player from someone simply playing familiar poker concepts in an unfamiliar format by discussing important concepts such as how the strength of your Draw and/or Omaha hand should influence your decisions.From there, we explore Stack-to-Pot Ratio (SPR), bet sizing, and tournament considerations, including how to balance your bets without falling into the trap of automatically making full-pot raises.Then things get especially interesting.What does a “set” actually mean in Sviten?We compare 5-Card Draw hand strength with Sviten, including why a set in one game can have a very different strategic value in the other. We also discuss how to approach strong drawing hands and how your opponent's playing style should affect your decisions. Finally, Martin brings up what should be a normal cash-game hand that turns completely crazy.We finish with a look at Fixed-Limit Sviten.If you're serious about improving at Sviten Special, this is an episode worth slowing down for. The game rewards players who understand not just what their hand is—but how strong that hand actually is in the context of the pot, the board, the draw, the opponent, and the betting structure.Timeline:* Intro2'15” - Review of Sviten rules & play4'52” - When to apply key strategic principles6'25” - How often certain starting hands are dealt9'51” - Using Omaha hand strength: SPR & bet sizing13'58” - Tournament considerations17'18” - Comments from Shawn24'04“ - Balancing bet sizes and SPR; avoiding full-pot raises28'34” - 5-Card Draw vs. Sviten hand strength31'57” - Sets in 5-Card Draw vs. Sviten34'17” - Strong drawing hands: strategy & considerations35'37” - Understanding different player types41'18” - A crazy cash-game hand43:33” - Fixed-Limit Sviten46'53” - Upcoming Mixed Tournaments & Cash (U.S.)51'13” - Upcoming Mixed Tournaments & Cash (Europe)55'48” - Next Episode Teaser56'27” - Social Media Contact Info57'25” - OutroLINKS:· Reserve Poker Room WSOP-C schedulehttps://www.wsop.com/tournaments/wsop-circuit-the-reserve-poker-club/· Borgata Casino Fall Poker Open, Atlantic City, NJhttps://borgata.mgmresorts.com/en/casino/poker.html· TCH Austin, Texas WSOP-C Schedule· https://www.texascardhouse.com/wsop This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit pokerchannel.substack.com/subscribe

Sicher dir hier dein kostenloses Beratungsgespräch: https://www.hendrikmati.de/ Viele Männer Ü30 sehen im Alltag immer wieder Frauen, die ihnen gefallen. Im Supermarkt, im Café, im Gym, auf der Straße oder unterwegs in der Stadt. Doch anstatt diese Frauen natürlich anzusprechen, passiert oft nichts. Sie überlegen zu lange, haben Angst komisch zu wirken oder befürchten, dass die Situation für die Frau unangenehm wird. Genau deshalb ist es so wichtig zu verstehen, wie man Frauen ansprechen kann, ohne Druck aufzubauen und ohne wie ein unangenehmer Pickup Artist zu wirken. In diesem Video erkläre ich dir den Unterschied zwischen natürlichem Frauen ansprechen und diesem künstlichen, aufgesetzten Pickup Artist Frauen ansprechen, das viele Männer im Internet sehen und innerlich ablehnen. Denn viele Männer wollen keine auswendig gelernten Sprüche, keine manipulativen Techniken und keine peinlichen Situationen. Sie wollen Frauen im echten Leben kennenlernen, aber auf eine authentische, angenehme und souveräne Art. Du wirst verstehen, warum viele klassische Pickup Artist Methoden beim Frauen ansprechen so unangenehm wirken und warum Frauen dabei oft sofort innerlich zumachen. Gleichzeitig zeige ich dir, wie du eine Situation so aufbaust, dass sie sich für beide Seiten natürlich anfühlt. Für dich als Mann und für die Frau. Denn gutes Frauen ansprechen bedeutet nicht, einfach mutig auf eine Frau zuzugehen und irgendetwas zu sagen. Es geht darum, die Situation richtig zu lesen, den Kontext zu nutzen, eine angenehme Atmosphäre zu schaffen und ein Gespräch so zu beginnen, dass kein Druck entsteht. In diesem Video erfährst du unter anderem: • wie du Frauen im Alltag natürlich ansprichst • warum Pickup Artist Frauen ansprechen oft unangenehm wirkt • wie du eine entspannte Gesprächssituation erschaffst • wie du Frauen ansprechen kannst, ohne aufdringlich zu wirken • worauf du bei Körpersprache, Abstand und Energie achten musst • wie du den Gesprächseinstieg natürlich gestaltest • wie du aus einer Alltagssituation ein echtes Flirtgespräch aufbaust • wie du Ansprechangst überwindest und trotzdem respektvoll bleibst • wie du Frauen kennenlernst, ohne dich zu verstellen • wie du langfristig eine passende Partnerin findest Gerade Männer über 30, ITler, Ingenieure, Akademiker, Unternehmer, Selbstständige und verkopfte Männer haben oft genau dieses Problem. Sie wollen Frauen kennenlernen, aber sie wollen dabei nicht unangenehm, aufdringlich oder künstlich wirken. Sie denken viel nach, analysieren zu stark und blockieren sich dadurch selbst. Dieses Video hilft dir dabei, Frauen ansprechen neu zu verstehen. Nicht als unangenehme Mutprobe, sondern als natürliche soziale Fähigkeit, mit der du Frauen im Alltag kennenlernen und echte Anziehung aufbauen kannst. Wenn du lernen willst, wie du Frauen im echten Leben ansprichst, wie du Flirten lernen kannst, ohne Pickup Artist Tricks zu benutzen, und wie du als Mann über 30 eine passende Partnerin findest, dann bekommst du in diesem Video eine klare, natürliche und alltagstaugliche Anleitung. Es geht um Dating Psychologie, Frauen verstehen, Mann Frau Dynamiken, Körpersprache, Gesprächsführung, Anziehung und darum, wie du als Mann eine entspannte, souveräne Präsenz entwickelst. Über Hendrik Mati Hendrik Mati ist Dating Coach für Männer in Deutschland, Österreich und der Schweiz. Er hilft Männern dabei, Frauen wirklich zu verstehen, Ansprechangst zu überwinden, natürlich zu flirten, Frauen im Alltag kennenzulernen und eine erfüllte Partnerschaft zu finden. Ohne Pickup Artist Tricks, ohne Manipulation und ohne Spielchen.

When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or  @petronerds633  on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/Check out David Blackmon's Substack at https://blackmon.substack.com/

When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or  @petronerds633  on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at 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/

Krkonošský národní park má už dva měsíce nového ředitele. Petra Moravce do čela vybrala komise, jeho volbu ale kritizovali ekologové, mnozí místní starostové i odborníci. Co ukázaly první týdny jeho úřadování? Hostem Ptám se já byl starosta Vrchlabí, předseda Svazku měst a obcí Krkonoše a senátor za hnutí STAN Jan Sobotka. Ministr životního prostředí Igor Červený (Motoristé) jmenoval Petra Moravce novým ředitelem Správy Krkonošského národního parku (KRNAP) 18. června. Pedagoga České lesnické akademie Trutnov a také bývalého vedoucího kanceláře předchozího šéfa parku Robina Böhnische (odvolaného z funkce letos v březnu) označil ministr životního prostředí za zkušeného manažera a odborníka, který při výběrovém řízení prokázal detailní znalost fungování národního parku. Změnu v čele Správy KRNAP ocenil také například starosta Harrachova Tomáš Vašíček (Změna pro Harrachov). Mnozí opoziční poslanci, další místní starostové nebo ekologické organizace ale jmenování Moravce zkritizovali. Hnutí Duha vyjádřilo obavy o směřování parku. Organizace krok označila za riskantní kvůli zaměření Moravce na těžbu dřeva a harvestory, lesní stroje, které se používají k plně mechanizované těžbě dřeva. Za problematickou ekologové označili také Moravcovu netransparentní minulost (jak upozornily i Seznam Zprávy, Moravec v minulosti například čelil kontrole z ministerstva kvůli nejasnostem v docházce a užívání služebního auta, kterému ředitel parku odebral). Podobné obavy vyjádřili v dopise ministrovi i zástupci Svazku obcí Východní Krkonoše. Starosta Vrchlabí, předseda Svazku měst a obcí Krkonoše a senátor Jan Sobotka pak označil výběr nového ředitele parku za trapné divadlo. „Pan ředitel je odborník na lesy. A je rozdíl, jestli je to ochrana přírody nebo lesy, to mám dlouhodobě vyzkoušené. V čele národního parku by měl být člověk, který rozumí ochraně přírody. Ale on je lesník. Takže si myslím, že se teprve seznamuje a mnoho neví, i kde se ocitl,“ řekl v Ptám se já Sobotka, podle kterého v parku zatím panuje nejistota. Byly obavy kritiků nového šéfa Krkonošského národního parku důvodné, nebo zbytečné? A co by Krkonoše potřebovaly? -- Podcast Ptám se já. Rozhovory s lidmi, kteří mají vliv, odpovědnost, informace. Sledujte na Seznam Zprávách, poslouchejte na Podcasty.cz a ve všech podcastových aplikacích. Archiv všech dílů najdete tady. Své postřehy, připomínky nebo tipy nám pište prostřednictvím sociálních sítí pod hashtagem #ptamseja nebo na e-mail: audio@sz.cz.

Ben Salomo war über 20 Jahre Teil der deutschen Rapszene. Was einst als Safe Space begann, wurde für ihn zunehmend zu einem Ort, an dem Antisemitismus, Israelhass und Ausgrenzung immer sichtbarer wurden. Im Gespräch erzählt er, wann aus ersten antisemitischen Sprüchen eine Ideologie und ein strukturelles Problem wurden und warum er schließlich seinen Rückzug aus der Rapszene erklärte.Doch es geht um mehr als Rap. Ben Salomo spricht über jüdische Identität, Selbstbestimmung und die Frage, wases bedeutet, in Deutschland offen jüdischen und israelsolidarisch zu leben. Ein sehr persönliches Gespräch über den Mut, laut zu bleiben, wenn andere lieber schweigen und über die Hoffnung, dass jüdisches Leben trotz allem weiterwächst.Zusätzlich gibt es einen neuen Beitrag von Rabbiner David Kraus in seiner Rubrik „Nicht verzagen, David fragen“.Interview mit Ben Salomo: 00:00-48:32Rubrik "Nicht verzagen, David fragen": 48:33-54:52 Die Jüdische Gemeinde Düsseldorf ist auch hier präsent:Homepage: ⁠⁠⁠⁠⁠⁠⁠www.jgdus.de⁠⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠⁠www.facebook.com/jgduesseldorf⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠⁠⁠www.instagram.com/jg.dus⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠www.youtube.com/JüdischeGemeindeDüsseldorf

„Žádosti reálně na stole nemáme, ale dotazy od starostů máme. Na mě to dělá dojem, že starostové především v malých obcích jsou z té situace stále více a více nervózní,“ říká předseda Správy státních hmotných rezerv Pavel Švagr. Jak je Česko připraveno na krizové situace? A bylo by rozumné posílit rezervy s ohledem na přibývající vlny veder nebo hrozby blackoutu?

„Žádosti reálně na stole nemáme, ale dotazy od starostů máme. Na mě to dělá dojem, že starostové především v malých obcích jsou z té situace stále více a více nervózní,“ říká předseda Správy státních hmotných rezerv Pavel Švagr. Jak je Česko připraveno na krizové situace? A bylo by rozumné posílit rezervy s ohledem na přibývající vlny veder nebo hrozby blackoutu?

„Žádosti reálně na stole nemáme, ale dotazy od starostů máme. Na mě to dělá dojem, že starostové především v malých obcích jsou z té situace stále více a více nervózní,“ říká předseda Správy státních hmotných rezerv Pavel Švagr. Jak je Česko připraveno na krizové situace? A bylo by rozumné posílit rezervy s ohledem na přibývající vlny veder nebo hrozby blackoutu?Všechny díly podcastu Dvacet minut Radiožurnálu můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.

Správy. Téma dňa. Františkáni a Františkánsky kostol v Bratislave. Šport.

Vilken inverkan på svenskan fick 1526 års översättning av Nya Testamentet? Hur står sig olika språkliga vägval som gjordes i översättningen? Och hade Gustav Vasa varit nöjd i dag? Här samtalar lingvistikprofessorn Tore Janson och Språktidningens Anders Svensson om 500 år med Gustav Vasas svenska. Läs mer om översättningen i Språktidningen 4/2026 eller på https://spraktidningen.se/artiklar/den-nya-svenskan/

Aug 7, 2026 – Chris Martenson of Peak Prosperity joins Jim Puplava to expose the "mystery seller" crushing oil prices in thin overnight futures markets—and why it can't last. From plunging Cushing and SPR inventories to surging diesel crack...

Energy economist Anas Alhajji breaks down the Iran war's impact on global oil markets, Hormuz shipping risks, and diesel shortages driving inflation. He exposes demand destruction, SPR manipulation myths, and why LNG dominates the energy security chessboard. Alhajji reveals how sanctions, trade wars, and AI data centers are reshaping macro policy, commodity prices, and dollar hegemony. From Saudi export bottlenecks to European deindustrialization, this deep dive connects crude volatility to monetary policy, Bitcoin macro, and the national security case for natural gas. Anas on X: https://x.com/anasalhajji Anas's Substack Daily: https://afalhajji.substack.com/ Weekly: https://anasalhajjieoa.substack.com/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

Our guest is Brett Henderson, co-founder and CEO of SolarPanelRecycling.com, or SPR. The company owns and operates plants in North Carolina, Georgia, and Texas, with a fourth opening in California this year, each built to run about a million panels a year and to scale to 3 million within six months when needed. SPR is a Solar Energy Industries Association-approved national recycler and partnered with SEIA on the first residential panel drop-off program in the country. Brett came to solar after 18 years in electronics recycling at Powerhouse Recycling, SPR's parent company, and the business started in 2018 with a call from a longtime utility client that had 10,000 panels coming out of a power plant and nowhere to send them.Brett is blunt about the economics: recycling a panel is a negative value proposition, because a panel is mostly glass and glass is cheap. What SPR sells is risk mitigation. Federal rules treat an end-of-life panel as hazardous until testing proves otherwise, most owners have no idea what is inside the modules they bought, and a utility loading thousands of them onto trucks takes on generator liability and Department of Transportation exposure. Aluminum and silver recovery subsidizes the rest. That cost has fallen 42% in 36 months at SPR, driven by rebuilt separation lines and steadier volume rather than any subsidy, and scale is what opens the end markets.

Hej Somna. Vad jag har längtat efter det här, att bara få sitta ner, öppna käften och tala med dig. Som att vi är gamla kompisar. Som att vi är du med varandra. Jag vill slå ett slag för ordet du. Vad är det egentligen med att vi kallar varandra vi?Jag var på restaurang häromdagen och en servitör frågade om vi hunnit titta på menyn. Jag var ju bara en av vi. Min vän tror att det beror på att man inte vågar säga ni, men inte heller vill säga du. Språket förändras, allting ändras, och kanske är vi bara det som blir kvar när ingen vågar välja.Jag är annars en trevlig kund när jag är på restaurang. Men häromdagen åt jag med en kompis som vågar visa när han är missnöjd, utan att för den sakens skull vara otrevlig mot personalen. Bara rak och ärlig. Jag själv blir omedelbart nervös. Jag har en annan vän som helst vill stå kvar i hallen en stund innan vi sätter oss, för att känna av om restaurangen har rätt vibe. Jag menar inte att man ska dalta med serveringspersonal, de är ju vana vid att folk ställer krav. Men jag skulle aldrig kunna sätta mig i en situation där jag riskerar att göra någon ledsen. Jag vill vara en sån gäst som glöms bort samma sekund jag går ut genom dörren.Efter middagen åkte jag Voi till bilen jag parkerat en bit utanför stan, rakt genom allt festfolk. Ett vemod smög sig på, över att jag inte svänger mina lurviga längre. Men jag kände också att det finns en ny mening i mitt liv nu, en som inte är avhängig lurvsvänget. Något större och djupare. Jag saknar lite det där med att ständigt träffa nya kontakter, hur man kunde hamna i samtal med någon i toakön. Det händer fortfarande, men jag är inte lika mottaglig längre, inte lika intresserad av att snacka strunt. Efteråt gick vi till en pub, och jag satt där med något alkoholfritt i en värld som i stort sett är byggd för alkoholens skull. Ändå kändes det förvånansvärt skönt.Jag började fundera på de där sakerna som alltid är med i den här podcasten, de som har uppstått av bara slump. Hej Somna. Det är som det är, det som händer händer. Inget av det är uttänkt i förväg, ingenting jag bestämt att jag ska säga om och om igen. Det har bara blivit så, av en slump och i samspel med dig som lyssnar, år efter år. Det här rummet har vi byggt tillsammans, utan att vi någonsin pratat om det. Vi har vuxit ihop.Sov gott. Mer från Somna med Henrik: https://somnamedhenrik.se/Mer om Henrik: https://www.henrikstahl.se/Lyssna utan reklam, få extraavsnitt, spellistor med mera på: https://somnamedhenrik.supercast.com/ Hosted on Acast. See acast.com/privacy for more information.

What happens when two of the world's most famous paranormal investigators arrive at the centre of an alleged haunting?Over the previous three episodes, Ciaran Farrell has described a series of extraordinary experiences that, according to his account, began in childhood before following him into boarding school. There, alleged paranormal phenomena became intertwined with psychiatric theories, harsh discipline and increasingly controversial attempts to explain what was happening.In this concluding chapter, the focus shifts to the arrival of Ed and Lorraine Warren.Ciaran reflects on their investigation, the stark differences between their interpretation of events and those of the school, and why they believed the activity was demonic rather than the work of spirits such as Susan, the apparition he says repeatedly protected him. He also recounts disturbing allegations of ritual activity, violent confrontations, physical evidence that he believes challenged official explanations, and the growing divide between theology, psychology and psychical research.As the series reaches its conclusion, broader questions emerge. How should extraordinary experiences be investigated? What happens when belief shapes interpretation? And can two people witness the same event yet arrive at completely different conclusions? This final episode invites you to decide where the evidence leads.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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

jetzt ist die Fortsetzung von der letzten Folge: christliche Sprüche, die zu schnell von der Zunge rollen. Sind sie Biblisch oder Blödsinn?

Elaf Ali: På jakt efter en bredare svenskhetKORT Elaf Ali: Vägrar vara tacksam på beställningVEM: Elaf AliYRKE: Journalist/författare/programledareAVSNITT: 746OM: Nya boken Första generationens svensk. Fotbolls-kommentaren som klädde av henne identiteten. Medborgerlig nationalism. Svenskheten som inte syns. Språktester. Svenska valåret. IFS. Skämtet som blev ett halvårs drev. Fem tusen ukrainska bottar. Att inte bli tyst av hot. Panikångest. Hedersförtryck. Pappan som lät sig ifrågasättas. Att skriva roligt om svåra saker. Barnlängtan utan vilket pris som helst. Skånskan. Och en hel del om varför en 5–1-seger mot Tunisien ändå inte får svenskar att titta varandra i ögonen på tunnelbanan.SAMTALSLEDARE: Kristoffer TriumfPRODUCENT: Mattias ÅsénKONTAKT: varvet@triumf.se och Instagram.P.s Nu finns min nya bok Västerbottens sämsta schaman att förbeställa HÄR Hosted on Acast. See acast.com/privacy for more information.

VEM: Elaf AliYRKE: Journalist/författare/programledareAVSNITT: 746OM: Nya boken Första generationens svensk. Fotbolls-kommentaren som klädde av henne identiteten. Medborgerlig nationalism. Svenskheten som inte syns. Språktester. Svenska valåret. IFS. Skämtet som blev ett halvårs drev. Fem tusen ukrainska bottar. Att inte bli tyst av hot. Panikångest. Hedersförtryck. Pappan som lät sig ifrågasättas. Att skriva roligt om svåra saker. Barnlängtan utan vilket pris som helst. Skånskan. Och en hel del om varför en 5–1-seger mot Tunisien ändå inte får svenskar att titta varandra i ögonen på tunnelbanan.SAMTALSLEDARE: Kristoffer TriumfPRODUCENT: Mattias ÅsénKLIPPNING: Emelie JannerfjärdKONTAKT: varvet@triumf.se och Instagram.P.s Nu finns min nya bok Västerbottens sämsta schaman att förbeställa HÄR Hosted on Acast. See acast.com/privacy for more information.

How far would an institution go to explain the unexplained?In Part One, Ciaran Farrell recounted the childhood experiences that began in a haunted holiday home before, according to his account, following him into his boarding school.In Part Two, we explored how the alleged paranormal activity escalated, affecting pupils and staff alike as the school struggled to maintain order.Now, in Part Three, the story takes its darkest turn.As the disturbances intensified, school authorities sought increasingly extreme ways to understand—and suppress—what they believed was happening. Ciaran reflects on the highly disciplined culture of the residential school, the psychiatric theories used to explain the alleged hauntings, and the controversial medical treatments he says were employed in an attempt to stop the phenomena. This episode examines the complex intersection of psychiatry, discipline and paranormal belief during a very different era, raising important questions about how children were treated and how unusual experiences were interpreted.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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Extremsport! Woran denkt ihr da? Skateboards? Snowboards? Alles ganz nett und so, aber wie wäre es, wenn ihr Ollies mit einem Zug ausführt?Yup, einen echten, großen Zug auf Schienen, den ihr mit 500 Sachen über Schienen jagt und dabei Sprünge, Grinds und Wallrides vollführt. Willkommen bei Denshattack! In unserer heutigen Folge spricht Micha mit Franziska und Christian über dieses herrlich überdrehte Arcade-Spiel, das Züge zu Extremsportgeräten macht. Es geht darum, warum die Mischung aus Tempo, Tricksystem, Neon-Dystopie und absurd konsequenter Inszenierung so gut funktioniert, warum das Spiel immer wieder in einen Flow zieht und weshalb hier eine vollkommen verrückte Idee mit voller Überzeugung zu Ende gedacht wird.Außerdem geht es um die Fragen, die Denshattack! über seine Mechanik hinaus interessant machen: die Reise durch Japan, den Konflikt zwischen Kuppelstädten und Außengebieten, den Soundtrack und die Art, wie das Spiel seine Welt erzählt.Mehr von Franziska könnt ihr hier lesen:https://www.franziskabehner.deDen Podcast von Christian findet ihr hier: https://open.spotify.com/show/03utqYjSaFVR5qX3LJTvE1?si=81bb2d2bc9954ce5 Hosted on Acast. See acast.com/privacy for more information.

Director Jean Hardie and student actors from Spokane Civic Theatre's A Midsummer Night's Dream visited the SPR studio to preview the production, including a reading from Shakespeare's legendary script.

//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

Oil is up, China is buying again, and America's energy future is at a crossroads. In this episode, we tackle eight stories that matter: geopolitical chaos driving Brent above $90, the SPR disaster, Halliburton's shale boom, the AI data center power crisis, and why the Trump administration is reshaping energy policy. This is the energy news you can't afford to miss.1. Oil Market Volatility & Geopolitical TensionsThe podcast opens with oil prices surging above $90/barrel for Brent crude, driven by attacks in Kuwait, tanker incidents in the Strait of Hormuz, and renewed U.S.-Iran tensions. The Houthis are also active in the Red Sea, creating additional supply chain disruptions. Analysts are predicting higher oil prices for longer, with crack spreads at historic highs.2. U.S. Oil & Gas Production StrengthHalliburton reports positive outlook for North American shale activity in 2026. The U.S. has reached a record 13.586 million barrels per day in 2025, with enhanced oil recovery and the Permian Basin continuing to thrive. Natural gas exports and LNG are highlighted as critical economic drivers.3. Strategic Petroleum Reserve (SPR) CrisisThe Biden administration's mismanagement of the SPR is heavily criticized—including massive drawdowns without refill (180-300 million barrels), wasted taxpayer dollars on damaged equipment, and aging infrastructure. The GAO warns of "looming operational limitations," and the host emphasizes the need to refill the SPR given current geopolitical risks.4. Data Center & AI Power Demand ExplosionData centers are on track to consume up to 20% of U.S. electricity by 2035 due to AI growth—a 4-5x increase from current levels. However, grid transmission bottlenecks are a major constraint; the U.S. needs 5,000 miles of new high-voltage transmission lines annually but has only added 392 in the last two years.5. UK North Sea Energy PolicyThe incoming UK Prime Minister is signaling support for North Sea oil and gas projects (Jack Draw gas field, Rosbank oil field), though the host expresses skepticism about bureaucratic obstacles. The irony is highlighted: the UK imports Norwegian gas while sitting on untapped North Sea reserves.6. Iraq's Oil Export StrategyIraq is shipping 4 million barrels per day via 1,400 tanker trucks daily—a forced paradigm shift due to geopolitical constraints. Iraqi oil companies are also partnering with Chevron, ExxonMobil, and ConocoPhillips to capture flared gas, reducing Iraq's reliance on imported energy.7. Trump Administration Energy Policy & Climate Research AccountabilityPresident Trump has ordered a suspension and potential debarment of officials tied to fraudulent climate research. The host criticizes the "false climate narrative" and argues for an "all of the above" energy approach (coal, natural gas, nuclear) until technology allows full transition to renewables.8. Federal Energy Subsidies & SpendingIn fiscal year 2025, federal subsidies and tax expenditures totaled $64.1 billion, with renewables, EVs, and efficiency capturing 90% ($57.9-58 billion), while fossil fuels received only $2.6 billion. The host distinguishes between subsidies and tax incentives.1.Brent Tops $90 as Tanker Hit in Strait of Hormuz Amid Escalating US-Iran Tensions — Is “Higher for Longer” Here to Stay?2.Halliburton Sees Improvement in North American Activity in 20263.US Strategic Petroleum Reserve Sites Left Inoperable Under Biden Administration — Trump and Energy Secretary Wright Race to Fix the Damage4.Data Center Growth on Track to Absorb a Fifth of US Power Use by 2035: Nuclear Had Better Be Implemented Before We Get There5.U.S. Needs 5,000 Miles of New High-Voltage Lines Annually — It Only Built 3926.New UK Prime Minister Set to Back North Sea Oil and Gas Projects7.Thousands of Tanker Trucks Haul Iraq's Oil to Secure Revenue: A Forced but Strategic Paradigm Shift8.President Trump Orders a Review of the Green Graft and False Research ProvidedCheck the articles on 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/

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.

Der SV Werder Bremen bereitet sich im österreichischen Zillertal auf die neue Saison vor, die DeichStube-Podcast-Show eingeDEICHt meldet sich aus dem Trainingslager mit einer Bestandsaufnahme: Transferpläne, Neuzugänge, Verkaufskandidaten, Ausblick auf die neue Spielzeit – das eingeDEICHt-Zwischenwasser. In der Werder-Podcast-Show eingeDEICHt (bei YouTube und überall, wo es Podcasts gibt) quatscht Host Timo Strömer in Folge 97 im Zillertal mit DeichStube-Chefreporter Daniel Cottäus natürlich über den SV Werder Bremen, die Bedingungen im Trainingslager, Transfer-Aktivitäten, die Saisonvorbereitung und das Hoffen auf ein neues Tore-Duo: Wie harmonieren die Neuzugänge Cedric Itten und Chuki? In eingeDEICHt Folge 97 kommt aber selbstverständlich auch die eingeDEICHt-Community im „User fragen Loser”-Block zu Wort. Denn in der Werder-Podcast-Show eingeDEICHt, gesendet aus dem Zillertal-Trainingslager, erwartet Euch wie immer eine Vollgas-Veranstaltung vollgestopft mit den Themen, die die Fans des SV Werder Bremen beschäftigen. Und sonst? Alles wie immer: Viel zu viele Einspieler, allerlei Blödsinn, schlechte Wortwitze, dumme Sprüche, manchmal Werder-Expertise. Cheers und viel Spaß mit eingeDEICHt – Eurem Lieblings-Podcast/Vodcast rund um den SV Werder Bremen!

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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]

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

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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

Find us at www.crisisinvesting.com  The hosts discuss Trump saying an Iran MOU is "over" after reported attacks on ships in the Strait of Hormuz area, a major U.S. strike, and Iranian retaliation against U.S. bases in Bahrain and Kuwait, while noting uncertainty about attribution. They argue markets appear complacent despite the potential for a severe real-economy shock from disrupted oil flows, SPR drawdowns, and possible wider chokepoint closures (Hormuz, Bab el-Mandab). The conversation covers Iran's internal backlash after Khamenei's death and the likelihood of escalation, plus spillover risks from Russia-Ukraine strikes on refining assets and Europe's militarization. Doug outlines positioning: long oil via spreads and producers, long grains and gold miners, and considering bearish semiconductor hedges, while warning of bubble valuations and broader systemic financial risks. 00:00 Iran Deal Collapses 01:58 Calm Before Oil Shock 05:06 Oil and Grain Trades 10:02 Hormuz War Scenarios 12:32 Iranian Public Backlash 16:21 Israel and Turkey Risks 19:56 Financial Domino Effects 22:13 Europe Russia Escalation 25:17 Trump Megalomania Talk 29:21 How to Hedge Now 30:36 Bubble Shorts Semis SpaceX 35:18 Market Vibe and Indicators 40:13 World War III Fears 42:05 Wrap Up and Next Episode

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/

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.

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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.