China became the marginal actor in commodities during the 2000s because its industrialization changed the global clearing price for iron ore, coal, copper, oil, etc.
Today China is becoming a similarly important marginal actor in global capital flows and reserve management... and they're NOT buying US treasuries. 🤔
The Coal Trader retweeted
2020: The Science™ is settled
2021: Trust the Science™
2022: Sorry you lost your job for not trusting The Science™
2023: We have recalled The Science™ from the market
2026: The Science™ pleads the 5th
It is quite humbling to realize that drone technology has reduced US supremacy in the Middle East… so much so that Trump seemingly only has two options:
1) Back down and take the L - and his legacy will always bear the stamp of creating a powerful Iran.
2) Continue playing a losing hand, and hope for the best. Perhaps put more military lives in danger.
Guess I should've written a short report on Bloom $BE😂
Replying to @allthelithium
Probably. They have a well defined supply chain, and they’re ramping capacities. Chinese Sc oxides toll convert via Daiichi (Japan) then to USA.
Read Stoner by John Williams- damn good. Kept me up at night reading… which rarely happens. Story about one man’s life which will make you think about your own.
The Coal Trader retweeted
Episode 19 - Macro Meltdown or Commodity Boom? What’s Driving the Next Coal Cycle - Clear Commodity Network
@mfwarder
clearcommodity.net/podcasts/…
I’m convinced when there’s storms in the area, airlines simply run an algorithm that determines if they save money by canceling flights and forcing everyone to fill up flights the next day… if >0 they pull the trigger.
Is this the guy that sent Trump a present? 🤣
IRGC’s Ali Akbar Ahmadian:
“For years, we've been awaiting the Americans' entry into the designated points, and for over two decades, we've been training with the #asymmetric_warfare strategy for this very moment.
Now, we have just one message for the American soldiers:
Come closer.”

















