📈🪙🛢

Germany
Joined March 2019
Abaxx Exchange has been named Newcomer of the Year at the 2026 Energy Risk Asia Awards Following our win at the global Energy Risk Awards in May, this brings regional recognition to our innovation & expertise in commodity trading & risk mgmt across APAC risk.net/awards/7964267/newc…
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Germany's producer prices are surging. - +6.7% YoY - +1.9% MoM This was the largest YoY increase since March 2023. Brace for inflation.
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Pat Buchanan, 1999: “By moving NATO onto Russia’s front porch, we have scheduled a twenty-first century confrontation. … America will face a hellish dilemma: risk confrontation with a nuclear-armed Russia determined to recreate its old sphere of influence, or renege on solemn commitments and see NATO collapse.” Therefore, he said, “Offering NATO memberships to Estonia, Latvia, Lithuania, and, as some urge, Ukraine is rashness bordering on madness.” Referring to maps the Clinton team must have ignored, Buchanan warned, “This would put the Russian base at Kaliningrad behind NATO lines and bring into a U.S.-led alliance three nations with huge Russian minorities.” Foreseeing future conflict, he observed that “Latvia is almost half Russian; eastern Ukraine, almost entirely Russian. America could neither defend nor liberate these nations without the risk of nuclear war.” Pat Buchanan, A Republic, Not an Empire: Reclaiming America’s Destiny (New York: Regnery, 1999), 17–18, 22.
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BP announced this morning write downs of as much as $4.5 billion linked to its failed investments in green energy (to be fully disclosed during 3Q earnings)
The first step in solving a problem is recognising it: “We have not been careful stewards of shareholder capital” — BP new-ish CEO Meg O’Neill
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Saudi Arabia’s energy minister Prince Abdulaziz: the crisis that we are in today is because some countries abandoned their refining systems #OOTT #SaudiArabia
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Danke Grok!
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Officially announcing my entrance into the Abaxx twitter war. If any shorts want the smoke just @ me and I will clap your fucking cheeks. Now here is Robert Friedland net worth $3.5B (even richer than my dad) talking about the company. He fucking loves it. $ABXX $ABXXF
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Why diesel prices skyrocket when there's a supply disruption: the global anti-fossil-fuel movement has shut down vital refining capacity.
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2026. Drei deutsche Parteien sprechen darüber, wieviel Hass auf Juden, Zusammenarbeit mit organisierter Kriminalität und Staatsraub zusammen machbar sind.
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CHART OF THE DAY: Europe (EU+UK) is buying near record amount of diesel from US refiners, leaving the region quite vulnerable to White House's policy. (The chart is with monthly data up to July, and probably August and September data would be higher.)
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Europe is finding itself sandwiched from all sides when it comes to refined products — diesel in particular (some of the damage is due to the US-Iran war; some is due to Ukraine-Russia; some is due to China, and a lot is self-inflicted). Policy response: Head in the sand.
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NicS retweeted
David Szybunka PM @CanoeFinancial discusses @abaxx_tech at 38:14: ➡️building liquidity & onboarding takes time ➡️physical markets & exchanges are very valuable ➡️countries interested, partnerships to be had ➡️largest institutional holder $ABXX $ABXXF m.youtube.com/watch?v=Ycfiuj…
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S&P 500. 😳
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UEC reports results👇 Fourth Quarter Production Up More Than 150% with Significantly Improved Economies of Scale Unhedged Sales Strategy Delivered Peer Leading Realized Price of $93.13 per Pound #uranium prnewswire.com/news-releases…
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.@TheMichaelEvery The more I see in the news about Trump's Diesel Export ban since we discussed it in our Part 2 interview, the more suspicious I become that he never seriously intended to impose the ban, but knows how to play it as a threat. Michael, any thoughts on whether this has all been 'diesel ban statecraft'? i.e. talk it up like tariffs as a threat to EU governments to play ball with him or face a possible dire consequence, despite knowing better than to actually pull the trigger.
MacroVoices @ErikSTownsend & @PatrickCeresna welcome back Michael Every @TheMichaelEvery . They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security. Check out part 2: bit.ly/4hKnTts
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Here's Part 2 w @TheMichaelEvery
MacroVoices @ErikSTownsend & @PatrickCeresna welcome back Michael Every @TheMichaelEvery . They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security. Check out part 2: bit.ly/4hKnTts
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We're experimenting with a new format this week. There are TWO @TheMichaelEvery interviews this week. Part 1 is in Thursday's flagship @MacroVoices pod, then there's another full hour in a Macrovoices Unplugged episode that was released Friday. Both episodes are live now on your favorite podcast app.
MacroVoices @ErikSTownsend & @PatrickCeresna welcome Michael Every @TheMichaelEvery. They discuss how escalating Iran–Middle East and Russia–Ukraine conflicts are weaponizing energy markets, why a looming global diesel crunch could fracture the “one-world” oil system into U.S.-led regional blocs, and how Washington may increasingly use tools like export bans, Arctic basing rights, and even dollar stablecoins as instruments of geopolitical statecraft against China and other rivals. bit.ly/4iRZKlX
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MacroVoices @ErikSTownsend & @PatrickCeresna welcome back Michael Every @TheMichaelEvery . They discuss how Iran's threats to extend its strikes into the Indian Ocean and a possible 90-day U.S. diesel export ban could deepen the energy crisis, why Washington is rallying allies like Canada and Latin America into a U.S.-led bloc against a China–Russia–Iran–North Korea axis, and how fears of a 2027 Taiwan move, AI supremacy, and tactical nuclear escalation are reshaping markets, capital flows, and national security. Check out part 2: bit.ly/4hKnTts
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The hyperscalers have bet big on reactors. Next they'll have to lock up the fuel, and the first one to move gets the last good price.
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