EU

Dossi96

I am actually surprised that it didn't went to $10 by now. No one in the EU is buying cars after what went down the last few years with Elon. Asia has better and cheaper manufacturers. The US couldn't give two flying fucks about the environment. Who is teslas target demographic by now?

Me-Regarded

Did you miss the news that pumped the market today??? EU said 40 countries are meeting next week to work on a solution to the strait issue. They are looking to allocate military assets as well.

TheMericanIdiot

Love it! Hope more GCC and EU counties do this! Stick it to the NeoNazis!!!

epyonxero

EU meeting to do 'something'

Upper-Difficulty660

This wasn't their responsibility. This was all tRump. The EU should never have to clean up after the sociopath screws the pooch. tRump should have to sit in the shit he created.

Sean_VasDeferens

Headline at AlJazeera "UK-led coalition of 40 countries vows action on Hormuz Strait gridlock". This may be what lifted the markets. It warms the heart to see the UK and the EU attempting to grow up and take care of themselves.

Orange_Codex

The US won't become a pariah overnight, but plenty of long-standing allies are out (e.g. Pakistan) and others (e.g. the UK and EU) are officially distancing themselves. Defence and big tech are specifically targeted.

LightOverWater

US economy is still impact by price of oil, inflation, and contagion. We're long enough in this conflict that others are getting more creative in wanting this open. Iran hurts more by having it closed; it's a big hit to their economy. Iran will not close it forever. UK is holding a meeting with 35 countries to get the Strait opened diplomatically. Basically, a lot of this is reaching a culminating point. Iran doesn't want the Strait forced open. It's inevitable that it will be. Iran's military has also been decimated. They're just bleeding out, not thriving. It seems Iran might loosen up and open the Strait with tolls and maintaining some control. I'm not sure if the West is okay with that. But that's certainly better for Iran than the current regime getting wiped out by the US and forcing the Strait open or other countries doing something as they feel the pain the most (EU/Asia).

inex001

Fair take but I’d push back on a couple points. BEV buses dominate short urban routes nobody’s arguing that, but try running 300 buses through a depot in a 2-hour window on battery charging, or maintaining range in -30°C Canadian winters, or running 500km express intercity routes without pulling the bus out of service to charge. Hydrogen wins those specific use cases and that’s exactly where Ballard plays, so it's not BEV vs hydrogen since they serve different route profiles and both grow in a mandated transition. Bottom line is you don’t need hydrogen to win the war, just its corner of it. On marine, agreed methane and methanol are the near-term shipping play and Ballard’s marine business is tiny right now, but that’s not required for them to see the turnaround I described. The thesis is bus and rail where they already have 1,800 buses deployed, 250 million km of field data, and the EU and California legally requiring zero-emission fleets by 2029-2030. At $2.41 with $1.83/share in cash, the market is pricing that entire operating business at essentially zero despite record revenue growing 43% YoY. Niche product yes, but niche in a market legally mandated to grow 50x with no serious competitor that has remotely comparable field data or OEM relationships.

pashalka31

In 1994 Viktor Bout was dispatched by an ex KGB officer, St Petersburg politician, and current mobster named Vladimir Putin to trade soviet surplus arms to the Taliban for heroin that the Russian Mafia who took over the government could use to enslave/trade to the people of Russia for their paper shares of the former Soviet socialist state awarded to them by Yeltsin.   Behind Trump and Epstein, Viktor Bout was the most important piece on Putins Russian mafia chessboard.   The Soviet Union was the largest war machine in world history. The entire economy was based on destroying the west.  When it collapsed it had more arms than any empire in human history.   And those weapons all made it to every genocide, war, conflict, or massacre in the world by way of one man-  Viktor Bout.   From Charles Taylor in Liberia to the ethnic cleansing in Yugoslavia to the invasion of Ukraine, you can track it by its supply chain logistics.   Army runs on food, fuel, and ammunition.  And they all get moved by way of the path of least resistance to their point of use.  For anyone whose army or gang ran ak-47's chambered in 7.62x39mm that means it came from Russia.   In 1994 Putin also engineered the Russian invasion of Chechnya.  Since Kazakstan declared its independence, Chechnya and Iran became the necessary gateway to Afghanistan where the worlds heroin was produced in the 1990's.   Weapons are heavy so they tend to travel by rail or truck.  So they take the low road rather than the high mountain pass as much as possible.  That path led through Iran.   Drugs are much lighter and easier to carry so in the 1990's they are the preferred currency of organized crime next to cash or more recently, crypto.  As Putin and his Mafia of gangsters traded the worlds largest surplus of guns for heroin, then traded the heroin for all the critical industry, oil and gas, metals, fertilizer, uranium etc that made them billionaires in Russia, they had almost everything they needed to complete their conversion from psychopathic street thug to legitimate respectable oligarch.  ( Putin now makes $750M a day off of this war. ) But they were still trapped in the hyper violent hell on earth they themselves created between St. Petersburg and Moscow and wanted out.   So they laundered that money into the UK and US using Jeffrey Epstein and Donald Trump's commercial real estate.  They tried Trump's casinos first but collapsed them under the mass of $1.4 TRILLION.  It's a lot to hide in a craps table. But they made an asset out of Trump by having Epstein set up and produce a VHS of Trump raping a 13 year old little girl. (This was the video that DEA/FBI agent Bob Levinson was shown just before Russian intelligence baited him to their proxy state: Kish island Iran)  So they collapsed the casinos into bankruptcy, murdered Mark Etess, Jonathan Benanav, and Stephen Hyde and started using commercial real estate instead. They would hyperinflate the valuation, then sell it back and forth to each other passing the bulk of the cash back under the table.   As you worked 40-60 hrs a week to save up for a down payment on a house down the street and run comparables, the cost of your place went up 4-12x by comparison,  but your wages didn't. So you paid the corruption tax multiple times. (You are the victim in Leticia James lawsuit against Trump and this is why he claims Mar-a-Lago is worth $1B and refuses to share his tax records.)  But it all tracked back to Viktor Bout and a Egyptian man named Al Zawahiri whom Putin brought into Russia between 1996-97, managed by  young patriotic FSB officer named Alexander Litvenenko and cashflowed to fund an organization the Saud ruling family started called Al Qaeda.  Al Zawahiri was the key man in Iran that allowed the Russian jewish Mafia to move those same guns and heroin through a muslim country as long as Putin could hold Iran as it's proxy state perpetually. (Same basic play as Assad in Syria until it collapsed and assad ran to Moscow. His replacement was a Al Qaeda operative handpicked by Al Zawahiri)  Hence why Putin and Trump rely on their co-conspirator Netanyahu to pound the drum of Iranian nuclear capacity for 30+ years. In 1999 Putin then blamed a non-existent islamic entity called the "Liberation Army of Dagestan" from Chechnya for blowing up some Russian apartment buildings. Putin committed that terrorism, but that started the "War on Terror" that 2 years later took U.S. troops to Afghanistan and Iraq.   Putin created the demand for the weapons he had in abundance by dragging the US into a 20 year war at the same time he started an economic war against the U.S. by devaluing the dollar with rigged real estate while leasing U.S. and EU politicians and podcasters cheaply and secretly (FBI Arctic Frost investigation that Trump had Patel disappear then fire every FBI agent that investigated him) It was all enabled by the greed of wall street bankers  and hedge fund managers who would do business with anyone for money: (Jeffrey Epstein and Jes Staley at JP Morgan Chase, Leon Black at Bank of America etc)  But it left an evidence trail of deep trafficking ruts through Ukraine, Iran and Venezuela. Putin invaded Ukraine as the decorruption audits for NATO and EU membership exposed his corruption there (Kolomoiskiy).  Putin instructed Trump to assassinate the Iranian general Qassem Soleimani as the General began realizing that the same drug gangs he fought earlier in his career were funded by the same people shooting at his men from Israel.   So when Viktor Bout was recorded by the DEA on the border of Colombia and Venezuela trading soviet rocket launchers for cocaine it stalled Putins operation.   Putin then used his asset Trump to clean up.  Trumps son and security guard awarded a contract to Silvercorp (Jordan Goodreau) to send Luke Denman and Airan Berry into Venezuela where they were set up to be captured and traded back to the U.S. for Fat Leonard and Alex Saab. (Key men in Putins espionage and money laundering circuit) Putin assassinated Litvenenko with polonium laced tea and  kidnapped Britney Griner who was then traded for Putins most incriminating secret chess piece- Viktor Bout.  Bandar Saud had ran interference in the UK demanding prime minister Tony Blair disband the special investigation unit researching Zawahiris Swiss accounts or he "would no longer be able to help the UK stop terrorism".  The 7/7 bus and tube bombings in London sealed the deal and Blair disbanded the SIO.  Tonys is now bolting out of retirement and on Trump's "board of peace" as his wife had been funded by both Prevezon (Russian real estate front) and the Saud ruling family via the Al Yamamah arms trafficking case she represented them in.  This is what "the Epstein files" is.  During the Cold war there were only a few gateways across the iron curtain.  Israel was the major one because it was formed in 1948 by 650,000 refugees.  70% were from the Soviet bloc.  Robert Maxwell traded espionage stolen from the US to Moscow  to build the IDF with arms smuggled through Ukraine.  The Zionist Mafia created the Likud party/Netanyahu to control Israel at the same time they infiltrated the US Republican party via Ronald Reagan and Zionist operative Henry Kissinger managed all the U.S. presidents from inside the oval office. The Saud ruling family funded the Zionists for Iran Contra as Jeffrey epstein ran aviation logistics for les Wexner out of Rickenbacker AFB.  Now they can't stop lying as their transnational corruption eats them alive. Corruption is cancer. But it ALWAYS takes the path of least resistance-   Politicians and Billionaires.  

Prudent-Corgi3793

Because it responded to comments from the Iranian president, reported by their state media, as told to the EU Council president, not to anything Trump said

wishful_tinker

I mean some of it is priced it - refineries are definitely priced in. Midstream is partially priced in. But definitely has a lot more potential for upside. Never trust orange man. I guess the only thesis for oil recovery is if EU manages to break a deal that excluded U.S. Any case, I'm with you brother.

Kinu4U

US oil is different. Europe doesn't have refineries for it. And if EU tanks .. then you can bet USA will tank, maybe not at the same pace .. but things will go downhill for everyone. The same is if USA tanks

swagpresident1337

EU doesn‘t have much of a navy u fortunately.

MaleCowShitDetector

Oh no lets get this straight, I'm just saying that the market is overblowing the whole thing. That doesn't mean price wont go up or down, it's just that it's so detached from reality that if you pull up radar data and decide to bet on the fact that war is happening you will still end up losing money just because the market is irrational. There is definitely a disruption in the chain but most of it will ease out in a few months, making the dent absolutely minimal. I would've bet against either Asian markets or EU markets if you wanted to succeed.

thunderbird89

He also underestimated just how committed the new Ayatollah would be. Like dude, you killed his father, you really expect him to kowtow to you after that?! I *will* challenge #3, though. It's not a matter of strength, because funny enough, the EU has more minesweeper hulls than the US does, especially considering that the four Avenger-class vessels kept in Bahrain were decommissioned last year. Those sure would have come in handy now... As things stand, he's forced to rely on the LCS hulls with minesweeping packages, which are not nearly effective or numerous enough to make a difference in the theatre.

TimelyBodybuilder121

Well the small spikes will definitely be based on news, but I'd say the rise in WTI crude from 60 to 95 is 100% to do with the fact that around 40% of global supply has been disrupted. Could also go a lot higher given China and most of Asia has a bigger oil problem than the EU so they will certainly be forced bid up oil prices the longer this goes on.

Treverer

To your government? Bruh, you’re German as well. And I don’t even live in Germany currently, but another EU state. And oh jolly me, what a loser slave I am for I have to drive to my fucking job

Footner

I’m sure middle powers, EU and china could project force if they came to an agreement

NoBailOnReddit

Odd day: we are winning, so much winning, Iran is begging Even day: we gonna bomb them for some more weeks Somewhere in between: screw you EU. you and your strongly worded letters.

Equivalent-Sea-9006

I think the EU is gonna try real hard to stay out of this one, even sacrifice NATO over it. They have nukes of their own and are sharing them as a detergent towards Russia. The Ukraine war is a much more important issue for the EU than Iran. And as long as Russia is busy in Ukraine it cant join in the middle east, that would be suicide.  An escalation in Iran with involve its neighboors, and whatever defence deals they have. Like Pakistan, then China at some point.  The real issue here is that yet again the US will go clear of a treat on their own soil. Just like the previous 2 times. Given that they started this them coming out on the other side as yet a even larger super power is a dreadful thought. Basically an insentive to fuck around elsewhere cause they wont ever find out. 

Equivalent-Sea-9006

So, a nothing new burger?  He has the chance, an historic one, to address the Athemis 2 launch and stake out a course to the MOON, its HUGE you know! Could have done a JFK kind of speach.  But no. After a day of getting snubbed by everyone from Iran, the EU and his own Supreme Court, he upheld the worst possible senario.  Draw out the conflict well into april. Not give any confirmation as to neither a goal or retreat strategy. Marked gonna continue to yoyo in the meanwhile. 

BleuBrink

Funny EU doesn't get oil thru the strait either. Mangotard can't comprehend the price of a global commodity isn't region bound.

Responsible-Corgi-61

It's a World War if major powers step in to start fighting... but the EU wants nothing to do with this, Russia is getting devastated by fighting Ukraine who is also using the drone strategy to cripple them, and China is figuring out the best way to come out on top of all this or capture Taiwan while the US is going through its empire's death throes. If the infrastructure is gone then there is nothing left to do but suffer. There is nothing the world can do to stop this from causing a global recession/depression. Numerous nations are going to suffer to an unimaginable degree these fragile supply lines being rendered obsolete. Everyone is going to strongly hate the US and Israel.

Whipitreelgud

Uncle Phil never imagined tariffs in the Nike business model. Competition in key categories is fierce and Nike doesn’t take fit as seriously as other brands. The Brannock device isn’t the gold standard for fit. Pinning your hopes of growth on China is a flawed strategy is almost funny. The idea of a global brand never contemplated geopolitical repercussions of the home country. And they’re bloated in head count. They need to slash EU and US HQ headcount.

Looking_For_FunX6969

The world isn't waiting for the US 😂 China way ahead and EU trying to keep up Middle East countries know and have been trying to prepare for oil demand going down by going for solar as well Trump going for "clean" coal and trying to sell US oil to the world 🙄

BrightEnd2316

Well he did say 1) we don't care about their oil  2) EU countries if you are suffering that much go and take it or buy ours 3)And finally the most important he didn't say as we speak our brave marines are swimming closer to Kharg island So he is happy to bring them back to stone age from distance and I guess in this context that's a positive But stocks were high on some unsubstantiated hopium to the point that no immediate resolution/ not enough positive news somehow is a negative..

EyeSea7923

Nah, read off the teleprompters. Just called EU a bunch of pussies, but that's priced in for decades.

Competitive_Ride

He should leave and China and EU can deal with it. Paying them a toll or whatever has to be cheaper than intercepting missiles all day. Then GCC can go back to blowing billions on football players and line shaped cities on deserts

NotMe357

If they only need Uranium then Iran can leave it somewhere and tell TACO to come and collect it without any fight. That will help TACO save faces and Iran can stop the war when NATO/EU/China make a deal with them to open Strait of Hormuz. The problem is Netanyahu. That guy is evil so he may do something sick to keep this war going until Iran is no longer here.

mido_sama

That what’s the prices are in Asia the shortage hit them 1st now it’s hitting Africa and EU soon it’ll be the Americans.

inex001

$BLDP Ballard Power Systems. They're the dominant fuel cell engine supplier for hydrogen buses and trains with 40-60% Western market share, $550M cash against a $715M market cap meaning the entire operating business is essentially free right now. The new CEO just posted the best quarter in company history flipping gross margins from -13% to +17% in 12 months using the exact same turnaround playbook he ran at SunPower, and a cost reduction program called Project Forge hits serial production mid-2026 and cuts their manufacturing costs 70% which isn’t priced in yet. Beyond that the Iran war just made $100+ oil the new baseline which for the first time in this technology’s 47-year history makes hydrogen buses cost-competitive with diesel on total cost of ownership, and the EU and California mandates legally require zero-emission bus fleets by 2029-2030 so this demand isn’t discretionary and the market they already dominate is projected to grow from $1.6B to $78B by 2034 meaning they don’t need to capture new share they just need to hold what they already have. Their next earnings is May 12 and will be the first report that will show whether the oil shock is converting to signed orders which is the institutional re-rating trigger, downside is structurally limited because $1.83/share in cash means you can’t lose more than 21 cents on the dollar at current prices, and the reverse DCF is almost comical: for this stock to be fairly valued today you’d have to assume a 47-year-old company with dominant market share and record revenue somehow generates zero cash flow forever. Not financial advice, do your own DD, but if you want a high-upside asymmetric setup with a hard floor this is the cleanest one I’ve found.​​​​​​​​​​​​​​​​

chaide123

Wait until we leave NATO too and lose support and EU sells American securities

WrexyWrex

US exports of distilled spirits to Canada fell 70% (!) last year. That's because there has been a ban on U.S. spirits sales across most Canadian provinces Perhaps even more striking was the 35% decline in US whiskey exports to the EU -- where there was neither a ban nor retaliatory tariffs. (EU retaliation was announced but has been suspended multiple times and never gone into effect) per Catherine Rampbell, Economist at Bulwark We don't even need tariffs anymore, countries are just boycotting us lmao [](https://bsky.app/profile/crampell.bsky.social)

WSB-mods-are-

EU is about to monitor the shit out of this situation 

Diddly_eyed_Dipshite

Dude that's naiive as hell. Fwiw I agree with you, and I feel pretty secure investing im the transition here in Europe because the pathway is clearly laid out, all sides are aligned on the problem, there is a long term strategy and its easy to see the industries that are growing and have the most potential to grow as the transition spreads across electrification, transport, energy, and so on. Energy independence is Europe's key goal over the next decade, initially spurred on by environmental needs but now reinforced and sped up from geopolitical needs. I would find it hard to do the same thing in the US. Trump is the most anti-renewables hater ever, paying billions in taxpayers money just so wind farms dont go ahead, the US is going backwards, undeveloping itself by investing in coal and oil. Its a very short term strategy, has no continuity, has no political agreement. And to he honest when Dems were in they were better sure, but still not that great and oil still was favoured. If I was investing in sector ETFs like energy, ESG, Electrification, I'd go developed world ex-US or maybe even developed + EM small caps. But in 10 years time the leaders will be those who are safer and more prosperous i.e. China, EU, parts of Africa... and way way way down the list will be the US.

PrettyPleaseYo

The American school system is built to form obedient factory workers. Not critical thinkers who would be tempted to start any kind of revolution. Plus most people are stuck in survival mode working all the time, if you risk your job you risk your right to health care. By attending a protest you risk loosing your job. It’s simply not as safe to protest as it is in the EU. You and your family risk getting f#cked.

rmp266

Thats kinda the dream scenario for Iran (power and influence at all time high) China (enemy economy crippled) and Russia (EU reverts to russia for oil and gas again, Ukraine probably be forced to concede the war). How are people not understanding Trump is a Russian asset yet after all these years and events lol

DroppingGrumpies

How about you dispute what I said.. Give me actual factual information as to why I’m wrong. There’s a reason why the EU parliament just voted in tougher immigration policies on “irregular immigrants” lol… cause you can’t call them “illegal immigrants”. Tougher policies including sending them to “hubs”… lol… but no, there’s no problem in the EU and it’s just all Fox News propaganda

JamUpGuy1989

Everything is still shit. The leaks for the speech tonight is basically saying we’re losers AND the Strait is still closed (telling our EU partners to figure it out). And the DOW is up because…?

Me-Regarded

Ber case: Boots on ground, leaving NATO, more unhinged threats I can't even fathom. Bol case: Taco packs up and leaves, let Europe clean up his mess. Most likely this will open the strait because EU didn't help us and Iran only hates us. Does this sum things up?

Equivalent-Sea-9006

Also his executive order on birth right, Iran addressing his country before him, the EU counties denying flights and also having a meeting tomorrow without him. Been a rough day, gonna be in a great mood. 

BeatnologicalMNE

Will he pull all the troops from EU bases too? Or maybe start paying for that presence?

Icy_Jelly_315

Everyone here is retarded but the occasional case needs specifically calling out, like you. "Gas" always costs a lot more in the EU than in the Great Satan, so how do you even think you are making a coherent point with a claim about EU petrol prices expressed in USD?

Samjabr

you think this fking idiot would learn after the biggest self-own ever, by forcing Musk to buy Twitter. Calls on TSLA - Europe sales are coming in through the roof - I wonder why... Oh, right - because principles don't mean shit when gas literally hits $9 a gallon in the EU lhttps://www.cnbc.com/2026/03/25/elon-musk-calls-for-delaware-judge-to-recuse-in-cases-alleging-bias.html

pazvanti2003

Want to start trading ETF. What to buy? Hi all. I am quite new to this trading stuff, but eager to learn. I have about 10.000 euro I would like to invest in ETFs, but don't know which ones to go for. I am not looking for rapid gains, but something that will surpass inflation on the long run. Also, don't want to go for US-only stocks, but something that has both US and EU, especially since the Ai boom made the S&P500 so much to be influenced by just a handful of tech companies. I have an etoro account and an IBKR account. Already have some individual stocks and some crypto, but no ETFs for now. Anyway, any advices on where to start? Thanks.

SpecialTip2720

Yeah finger's crossed. Admittedly I don't have much expertise, but everything I've looked into so far is telling me that the conflict in Iran has overall strengthened Tenaz's strategic position. Short term 60% drop in gulf exports, Qatars Ras Laffen offline with a 5 year repair timeline (20 % of global LNG). Not to mention the exposure of how fragile this supply line is and the geopolitical implications of depending on it from here on. With EU already looking to become energy independent as a result of Russia and now unpredictable US admin, this kicks it up the importance of this several notches. The onyl bearish case I can see for TNZ is that with the fields offshore EU becoming more important than ever, we may see that larger producers are now unwilling to sell of their assets here and instead spin them up themselves - which of course increases demand for workers -> increased opex for TNZ. Though i dont understand the minutiae of this process so purely conjecture on my part and may be nonsense. Overall, I think it's looking like a big validation for what TNZ has set out to do here, perhaps much earlier than they were ever expecting. Time will tell about how this translates to revenue and growth however.

Big-Act8445

Do you think EU will help?

Urzuck

Because he fucked this up and now hope that EU will clear his mess lol.

isolated-cat

why is 🌮so desperate for EU to join the Whoremouse ?

Apprehensive_Law7629

The clown stated that if EU countries don’t help with opening Hormuz he will stop sending weapons to Ukraine 😅.

Apprehensive_Law7629

He actually just stated that if EU don’t open Hormuz he takes away weapons from Ukraine

hfbvm2

No more weapons for ukraine unless EU joins war in Iran

theorizable

The data from today isn't much different. You can say that other countries are seeing US markets differently, but economies aren't proxies for morality. They're functions of productivity/resources. Legislation that curbs US corporations (like against big tech in EU) are good. That's part of a healthy system. Trade deals may falter, but as soon as a competent president is back in office, they'll be renegotiated.

Sir-Realz

I already sold for profit yesterday, EU reserves are going  to drop soon, the whole Oil industry is and will adjust, US actually makes the most good quality oil more than we need. Eventually we could get energy indepence if we spent the money on modern refiners that can handle sweet oil, instead of bombing people. Also this oil thing was a momentum trade for me not a investment. 

Consistent_Panda5891

Maritime traffic shows an impressive 10 ships per day. It is not actually opened, before they where about 240 ships per day. 40% oil infraestructure is halted. EU and Australia PMs already alerted about fuel "recommendations" to spend less. Nothing cares what he says, either foreign countries investors dump the currency(USD), the market or both

ENTRAPM3NT

They are well positioned for rescheduling because they just launched Tilray Medical USA in December 2025 specifically to enter the US medical market post-rescheduling using their global experience supplying pharmaceutical-grade EU-GMP medical cannabis to patients doctors and pharmacies in over 20 countries while rescheduling lifts the 280E tax penalty for a major cash flow boost and eases banking and research barriers and their existing US beverage wellness and distribution infrastructure gives them a ready foothold to scale medical products partnerships and acquisitions quickly.

1-800-FunkMaster

Imagine 🥭 uses tonight's speech to drum up some more tariff drama. 100% increase on weak, unloyal, and stupid EU and Vietnam, fuck Vietnam

Garbage-Disposal-938

Ok interesting discussion. Here's what I see. The US has always been the strongest force within NATO. It was the US that involved itself in Ukraine's affairs in recent decades, transforming it into a pro-Western country with pro-Western leaders. The US had something like 11 CIA bases in Ukraine up until this war broke out. The National Endowment for Democracy and the US State Department were instrumental in all this. And right now, it is the US that runs the Ukrainian defense, not EU/NATO. They don't have the troops or the weaponry. Even we don't have the troops. And we're running out of weaponry. But our generals in US/German bases have been calling the shots and providing intelligence and weaponry to Ukraine which their soldiers are fighting. Eventually Russia will be the acknowledged winner and will keep the eastern parts of Ukraine. EU NATO leaders are more or less puppets screened and/or appointed by the US. EU nations do not have a military which can match the Russian army right now. They've leaned heavily on the US for decades. This is what Trump complained so much about in his first term: EU not paying its fair share for NATO. Over the last year or so, some EU leaders have bloviated about rebuilding their economies with large increases in defense spending so that they can face down this Russian menace and maybe even take Russia's natural resources and pay down their own massive national debts. But right now, their militaries are just not in a state to do such a thing. Their entire industrial economies are hobbled by very high energy costs now. Industrial bases in the EU are shrinking, not expanding. How will they build massive quantities of military equipment? On the other side, before Trump, the Germans had been doing a good energy pipeline business with Russia, which, I think, strongly suggests they weren't worried about feeding the Russian bear and making it stronger. Germans saw the cheap natural gas as a good deal and beneficial for their economy. Obama recognized that Russia had escalation dominance in Ukraine and that the US had no incentive to try and push on them. Then we got Trump/Biden/Trump. Trump said, I don't know how many times, that he would end the war with Russia in 24 hours. If Russia were losing, why did they rebuff Trump? So I see it differently. EU countries don't have enough of their own energy supplies and imports are way too expensive. They have big debt problems, their social fabric is unraveling and their industrial bases are fading fast. They need outside help if Russia attacks. But I also don't think Russia will attack because what would be the point for them?

orsomeshitidk

Are we really gonna retard so hard that the UK gets to rejoin the EU with open arms? Lmao

newtoeso

Orange now threatening or whatever you call it to leave NATO? Yeah get the fuck out so we have one less topic to hear you moan about. Will add some more capital to EU defence sector

The_BakedCrusader

They know they can't fight Russia on their own? Do you hear yourself? Russia is still bogged down in Ukraine 4 years later, and that's with outdated gear from the EU and U.S. Russia would stand no chance against a war with the EU, but the potential destruction and economic instability they can cause is something Europe want's to prevent.

Due-Dirt-8428

Potential Mango topics of discussion tonight and their potential impact of the markets: 1. He’s going to announce he’s pulling us out of NATO. Technically unconstitutional but no laws anymore. If he indicates he is leaving the strait closed and it’s up to the EU I think that’s a negative sign 2. He will announce that super soldiers just completed a mission to do some dumb shit in Iran. This would be bullish because he can now say that he won and he’s over it 3. He will just talk about the economy and how great it is. No real effect on the market, maybe slightly negative. Only thing that would be bullish is if he lays out a plan/result that he would consider a win and a path out for us without a deal.

Garbage-Disposal-938

The EU Nato countries are puzzling. Last year they were super scared the US would abandon NATO because they really thought Russia would invade Europe. They couldn't bow often or deeply enough to Washington. Now it seems like they're perfectly happy to tell the US to fuck off with this Iran war. Does that mean they never really believed Russia was going to invade?

Forest_City_Frolfer

It's a long term play only if there's US reform in the near term. They haven't proven they can be sustainable long term without legalization in either the EU or the US.

marawki

What’s your source? UAE is at the moment trying to get eu onboard, but that’s early and I doubt EU is going to mingle with this mess. The regime is still there

SolarNexxus

US produces oil, and EU will have to purchase from US. Trump does not care about oil prices.

PurpleReign123

Indeed, it’s unclear if Trump is referring to talks his administration has had with Iran’s president, Masoud Pezeshkian, perhaps through an intermediator like Pakistan, or if he’s just referring to comments Pezeshkian made yesterday. On Tuesday, Pezeshkian told EU Council president António Costa that Iran has “the necessary will to end this war.” Yet he crucially said this was dependent on certain requirements being met. That suggested Iran’s five demands, outlined on March 25, still stand. Those *likely non-starters for the US and Israel * are summarized here: 1. A complete halt to US and Israeli attacks on Iran 2. The conclusion of the war across all fronts, including conflicts against Iran-backed groups throughout the Middle East 3. Pledges that the US and Israel won’t attack Iran again in future, including the establishment of mechanisms to ensure this. 4. Payment of war damages and reparations. 5. International recognition of Iran’s sovereign right to exercise authority over the Strait of Hormuz Source: Bloomberg Doesn’t sound any of Iran’s conditions are insurmountable, correct?

soup4br3kfast

So Australia is panicking, EU fucked, 50k troops deployed and more heading that way but war is over guys

PanicDry

And he wants us to join him blasting a country to oblivion? If an EU-leader joins this shitshow unprovoked, bring out the guillotine.

RareGuarantee3532

Actually western peace was mostly due to fear of communism until 90s then aging population. No country with a 40+ average age never started a war on its territory. Neighboring wars are always between a rising power and a falling one, every EU country was destroyed after WW2. Now we are going down, so we are attacking countries going up (hello russia, hello middle east, hello south america,...)

Curious-Visual4525

How would EU defensive stocks react? Can you see this move in any asset or any way already?

Zealousideal_Wall627

No its obviously not just because they are American obviously but its a mix of a lot of factors that currently isn't replicable elsewhere, at least for decades and would require countries to change a lot of domestic laws I don't think they have any interest in changing. (It's different but same concept) sort of like how you just can't "replace" Chinese manufacturing, at least not for decades not without serious investment. I haven't seen anything to suggest American companies aren't going to have ample access to global markets going forward. I wouldn't exactly say everyone "played ball" either, most already did aggressively would pursue their own self interests against the US and abuse the systems. There is some truth to it. EU wouldn't take any responsibility for its own defence, also fined US companies so much because they can't generate enough tax revenue, to the point it's pretty much an impromptu tax just to operate there. As far as the gulf states, I'd be surprised if they weren't some of the ones in the presidents ear trying to get him to do this war in the first place.

GrillAndChill420

USA so stupid. First they tell the EU to arm up, and now he declares EU as an enemy

Any-Camel-9913

time for more EU countries to get nuclear weapons

Additional-Ad-1300

Same for my EU Defense ETF <3

Additional-Ad-1300

US leaving NATO would be great news for EU.

IncidentSome4403

You’re missing the rest of that conversation he had with the EU council president, which is where this “we’re open to ending the war” thing came from. He said that negotiations were pointless because every time they’ve entered into negotiations with the U.S. they’ve been attacked. The “open to ending the war” thing was said in the context of them being open to ending the war IF the other side decided to start playing by the rules. If you think that’s happening with 🥭 and Kegseth in charge, I’ve got a bridge I’d like to sell you.

Grouchy-Ticket-605

It’s the allies who will suffer - GCC and the EU

KachThebest69

We might actually pump. NATO should've dissolved with the Soviet Union long ago, there's no reason for it's existence, the EU should form their own defensive alliance without solely relying on the US

throwaway9gk0k4k569

https://www.politico.com/news/2026/03/26/immensely-destabilizing-iran-war-threatens-gulfs-us-investments-00845486 This is 110% why we know for sure that Trump isn't just going to cut and run. He. Can't. The Gulf States, Asian countries, and EU countries, would all fucking freak out and potentially pull investments, along with not buying treasuries. Saudi Arabia alone has a monetary leash on the US financial markets, but when you all the other 20+ leashes, that dog's going where the bitch got yanked. Trump's just barking.

ShittyUsernane1222

It would be funny if EU made an secret trade and peace deal with Iran to allow its ships to pass to hormuz while joining the US-Iran war publicly for sake of 🥭 PR purposes but not really fighting with Iran lmao

Visible_Theme4482

🌖 “Open Hormuz!” 🌗 “NATO, help open Hormuz!” 🌘 “EU, Japan, Australia, help!” 🌑 “You have 48 hrs to open Hormuz!” 🌒 “5 more days to open Hormuz!” 🌓 “You have 10 days to open Hormuz!” 🌔 “You have till Apr 6 to open Hormuz!” 🌕 “Can leave without opening Hormuz!”

The_Earls_Renegade

Lmao sounds ridiculous odd, but honestly feels like something he would say after being cold shouldered by most of the EU bloc and Nato.

Extreme-Play-5735

China pakistan entering peace talks out of necessity. That can only mean onething. Us will bomb the living bones out of Iran's civil and energy infrastructure and leave gulf. Iran with no oil left will invade uae/saudi for oil pulling pakistan into the war and shutting down hormuz and energy sources with it for decades. China will become completely dependent on russia, getting cut off from global trade particularly if pakistan is pulled into the war, now you see why china pakistna are incentivized for peace talks? Out of necessity. EU will be forced to protect gulf and Israel as they have no more oil resources left . Russia is going to expand big time, we are back to 1945 in every sense of it and this is the best case scenario, the worst is an all out world war for energy with usa not leaving gulf and eu entering war. This is precisely why india usa are not showing any interest in peace talks but China pakiatan are. The target was always to cut off China from global trade. Oil going 200+ easily

magoojc

My uninformed option: a) He couldn't get the level of victory he promised 3 weeks ago so his address will start the new narrative. My guess is, "We destroyed their military and their ability to wage war on Israel and our middle east allies. We had to do this because previous administrations allowed Iran to build nukes. Meanwhile, our EU and UK allies have ignored our calls to join us, and we'll remember their betrayal and reconsider all our treaties. They can deal with Hormuz because we don't need it." {reminder that facts don't matter to him} b) What he WON'T be saying is..."We started this war with zero evidence of any threat they posed to the region. I tore up the previous nuke treaty with Iran made by that other guy. We started this war without consulting our European allies. My actions caused the price of oil to rise enough to increase the chances of local drilling." lol, he also won't be saying how the crisis showed that so much oil from that one small region proves why we need to develop alternate energy sources. In summary, the narrative will change to who to blame for this war...while he takes his toys and goes home, so he can pick on Cuba and other Latin American countries that he can easily beat...and while that's going on he'll be passing whatever he can pass to reduce poor and minority voter rolls to hedge the midterms as best he can. Then again, maybe I have false cynicism and am talking crap. But if you say that, wipe the orange from your lips first.

GeneReddit123

The GOP already has (according to prediction markets) a 50/50 chance to lose the Senate in 2026. Trump can huff and puff all he wants but it won't change the fact that the US (still) has at least a somewhat competitive (even if not truly "fair") system where both parties regularly win and lose. If gasoline reaches $8 per gallon there's a good chance the EU just outright implodes or enters a systemic economic crisis (and resulting crisis of confidence) from which it won't recover for decades. Meanwhile, the GOP will eat an election loss in 2026, maybe even 2028, it won't stop voters from eventually forgetting old grievances to focus on new ones. Voter sentiments are short term, economic fundamentals are long term. The P2025 folks aren't an ordinary political party. They are a quasi-revolutionary movement (quasi because in the far-right and elite-driven rather than socialist or people-driven sense), but nevertheless, they follow revolutionary rather than evolutionary logic. They want to burn down the old order so they can build a new, darker one in its place. They also know this is likely their only chance: their policies have been so hated by the people that they will never get the mandate they have *right now*, even if they keep the Senate in 2026. Their goal is to do damage, and that's exactly what they are doing.

Jbball9269

It won’t matter honestly. Japan UK and EU are all going to hike in April especially with EU flag Acpi up 0.6% this morning. This will weaken the USD and we should see a nice run in PMs and equities

kaapooj

>The European Commission has urged people to work from home, drive and fly less, and for EU countries to urgently roll out renewables, as it warned of a prolonged energy crisis as a result of the conflict in the Gulf. https://www.politico.eu/article/europeans-urged-to-work-from-home-and-drive-less-as-eu-warns-of-long-crisis

Queso_Grandee

The clock is ticking. There's only 10 days left until the EU is left with limited gas supplies. 15 for the US. Trump is entering the FO part.

CoughRock

for the fifth time. Maybe he will twist the truth by saying EU started the war some how and america just helping them out. The usual blame bragging.

Yogurt_Up_My_Nose

Trade? the US doesn't make shit. EU barely does.

GeneReddit123

This sounds stupid until you realize Trump's main enemy isn't Iran or even China, it's Europe. The US is mostly self-sufficient regarding petroleum (and what it lacks it can buy from Canada). It doesn't need to import Gulf oil. Europe, on the other hand, is deeply dependent on it, especially after cutting off competing supply from Russia over its invasion of Ukraine. Europe is already under strain due to trying to support Ukraine after Trump cut off much US aid (and forced Europe to pay for what he didn't cut). Now, Trump wants nothing more than to engineer a major Europe economic crisis that might tip the scale into a full-blown EU political crisis, leaving it unable to negotiate with the US as a peer and/or causing the rise of far-right parties that would destroy the EU from within. Yeeting away from Iran after throwing the region into chaos and without either a victory or a negotiated peace (meaning Iran stays a perpetual threat and oil supplies to Europe are severely impacted) might just give him what he wants.

Tehli33

I have no idea. But it's def not 13. I wouldn't be surprised if it was in the 100s, at least. I saw a source quote a number from EU media, but it seemed too high

lordgeese

$5 a gallon for us, even though we make oil, and become just like the EU.

Life-is-beautiful-

This is a war of "choice" and not some "ideology" thing. And looks like US is no longer "interested". And, rightfully so. US has no business fighting this. So, they can declare victory anytime and move on. So can Iran. And I'm perfectly fine with that. And looks like Trump wants to get out, even if there is no deal. It will degenerate into another long term "regional" conflict. The good thing is, NATO/EU did not step in and escalate this. So, things might fall in place sooner than one would expect.

Oxidrox

Technically yes as they hold over $10 trillion in US assets but it would hurt the EU also.

Liquid-Snake-2021

Not just that, imagine if Iran makes gas deals with some EU countries or China and totally excludes US companies from ever benefiting from all those reserves they are desperately after.

diablodab

i don't deny that europe benefited more militarily from the alliance than the u.s., but i absolutely disagree that they benefited more from trade with the u.s. what evidence is there that europe benefited more from trade with the u.s. than the u.s. did? The u.s. runs a deficit with the EU but so what? I run a trade deficit with my local chinese restaurant. I buy from them and they never buy anything from me. does that mean they benefit more? I enjoy their food. they enjoy my money.

BeginningEar8070

im curious what your research showed. end of 2025 i read that the planned EV timelines were moved from 2035- exaple germany wanted to stop registering non EV cars 2035, other countries had similar 2035 plans, thats the first thing that suggests its not the good time to invest in cars. then there is mag7 companies hoarding hardware, coincidentialy EVs and AVs want similar materials, but unlike big tech the car industry is not ready to pay premium and wait in line for the bottlenecked stuff- the big tech doesnt show sign of stoppign the hoarding. then the only thing stopping china EVs are regulations linked to politics and espionage- and since china enforced similar ones on tesla already, that made it for EU canada or whoever easier to delay flooding of cars from china. these cars have many sensors and are banned from certain areas in china for example, so policies will regulate when china cars can flood in lol xD. some companies are behind in evs and honda with parthership with sony failed their afeela recently. 1 timelines are moving away from orginal plan 2 bottlenecks are at premium 3 china risk country like japan i think maybe can have guaranted by government supply, if government gets involved in managing the bottlenecks like nitto boseki. im just beginner I would guess that its to early to get into cars on top of how "political" cars seem to be. in some random post on reddit cars also were mentioned by some people as sector they will not invest in if I remeber it right xD?