Same as what @JustinTrudeau and Jenna Suds had to say about the truckers
Violence erupts at France protests as Macron warns unrest is being exploited foxnews.com/world/violence-e… #FoxNews
Maybe @kinsellawarren will come out and declare his past support for @JustinTrudeau . Sorry no mea culpa for you Warren.
Along with @kinsellawarren who supported him. No they run for the hills. Blame them.
Chrystia Freeland was happy to sit around the cabinet table watching this dysfunction for a decade because she loved the car and driver, the power and the profile. She's no hero. Canadians are paying the price for the disastrous decade she and Justin Trudeau oversaw.
For her to now trash Trudeau, even if it is well-deserved, is so disgustingly self-serving. This should serve as a reminder to all Canadians that despite the change at the top, the Carney cabinet and caucus are mostly the same collection of idiots and morons that drove Canada into the ditch it now finds itself in. So badly prepared to withstand a trade war and other global shocks.
Screw Freeland.
Greg O'Donnell retweeted
Amen to that! America is the last political haven to fall. For more than the last hundred years, the most vile, utopic ideological plague on Earth enslaving in the most horrible way, and costing the lives of hundreds of millions of people is Marxism-Leninism. And still counting!
Maybe one day we get full disclosure Warren who will talk about how he supported @JustinTrudeau and is to blame for where we are? No mea culpa for this Warren.
Another example who blocked me as he didn't want to admin his support of @JustinTrudeau we al know @kinsellawarren is a flake.
Warren, loves Trudeau he supported him. For some strange reason he needs to make up garbage to feel worthy. Oh @kinsellawarren we all know you are warshed up as my grandmother would say.
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Greg O'Donnell retweeted
"Today's decision recognizes the strategic importance of responsibly developing Canada's critical mineral resources" says CEO Mark Selby. He also highlighted the team's rapid advancement of the Crawford Nickel Project through the federal permitting process:ow.ly/5Gr450ZwkIX
All of @kinsellawarren past decisions regarding liberals have turned into extreme leftists, we all knew but for some reason he couldn’t figure this out, what an old fool. #sadboy
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Greg O'Donnell retweeted
Ottawa approves Canada Nickel’s Crawford mine dlvr.it/TTnqqz
Greg O'Donnell retweeted
As the Crawford Nickel Project receives federal approval, it marks another defining milestone in the Project's advancement and reinforces its growing importance to Canada's critical minerals future.
Read the @globeandmail's coverage: ow.ly/4ZbA50Zvava
Greg O'Donnell retweeted
Canada Nickel Secures Federal Approval for Crawford Nickel Project
Full press release: ow.ly/TpMZ50Zv1aT
$CNC.V $CNIKF
Greg O'Donnell retweeted
BREAKING: IRAN FM ARAGHCHI HINTS AT CLOSING THE STRAIT OF HORMUZ AGAIN IF ESCALATION CONTINUES:
"If the recent escalation of the situation continues, it will become Impossible to keep the Strait of Hormuz Open
Under the agreement signed with the United States, Iran is the Only country responsible for Managing the Strait of Hormuz
If other countries and parties enter create their own management, it will lead to Clashes"
Finally, the owners of @TorontoStar influenced the leftist journo’s to write about success.
Don't hate Elon Musk for being a trillionaire. Canada needs more ambitious, wealthy entrepreneurs trib.al/ats1m91
This is basically the opposite of @KeithMcCullough positioning at this time and he is time stamped as well.
Keep up the great work @ericnuttall
Consistent feedback from trading desks has been that geopolitical volatility had paralyzed generalist funds from deploying and that at least in Canada, meaningful sidelined buying power exists, waiting for "the day after." The investment thesis was never the spike to $150+ on tank bottoms and the depletion of the US SPR, it was then and remains now a sector discounting ~$65WTI with what we think will be a fundamental floor of ~$80 given:
🛢️record low inventories that will continue to fall further (regional tank bottoms + US SPR at/near operational minimum levels)
🛢️~0.45MM Bbl/d of new demand for the next 3 years to restock depleted inventory + likelihood of increases to SPR targets
🛢️productive capacity challenges with 80% of most production coming online within 1-4 months but "the last 20% is the hardest" = >2MM Bbl/d
🛢️A Strait of Hormuz under IRGC control will never return to pre-war levels and partial workarounds will take years
🛢️ Reasonable to think some element of a political risk premium?!?
🛢️$74WTI = yellow light now for US shale? Inventory challenges only accentuated under growth mode
🛢️pre-UAE joining the non-OPEC ranks, non-OPEC production was forecasted to be peaking in 2026
🛢️pre-war, UAE adjusted, OPEC spare capacity was only ~1.35MM Bbl/d half of that is 100% reliant on the SofH