EU

akunisg

Gonna state the obvious, don't get mad EU men: EU is a bureaucratic joke right now. Weak leader. Weak men. America doesn't need the whore moose oil and it is trying to keep the commerce going and EU won't help. I guess good times do produce weak men. Sad that Now the time is up A strong leader would send in help just for training the navy with some real action. Gain real data. Bureaucrats From the Belgian to the Balkan , from Germany to England, generations of weak men and women deep in the mire of dichotomy of nazism and modern leftism, wasting their lives away. Ancient Greeks and the Romans all valued valor, strength as well as wisdom, boasting the military excellence to be integral part of civil experience. Plato stated explicitly democratic capitalism without honor and wisdom is doomed to fail, ranking it below Timocracy and Aristocracy. And who is carrying their mantle now ? Is there anything else left to take pride in on this cultural wasteland?

lemuever17

EU wouldn't be in this mess if some orange man had some sense in his mind.

akunisg

EU is a bureaucratic joke right now. America doesn't need the whore moose oil and it is trying to keep the commerce going and EU won't help. A strong leader would send in help just for training the navy with some real action. Greeks and the Romans all valued valor, strength as well as wisdom, boasting the military excellence to be integral part of civil experience And who is carrying their mantle now ?

emotionallyFreeware

In many EU and Asian countries you are not even allowed to criticise the decision of court. The judges can book you for it.

KittyLover-7

No leader is going to commit political suicide and get involved in this shit show Mango will go on a rant and start alienating allies even more, 50% tariffs on EU and UK incoming Withdrawal from nato threats too

Charming_Raccoon4361

NBIS is the only EU one with multiple locations

TomatoSpecialist6879

Not just UK, [Italy and France are openly talking to Iran](https://www.reuters.com/world/europe/france-italy-open-talks-with-iran-securing-safe-hormuz-passage-ft-reports-2026-03-13/) and ignored US calls to form a coalition lmao. China has been sailing through the strait like nothing happened, meanwhile our EU allies are open to trading in yuan just like Iran asked. US is in such a fucked position, and we're even more fucked because we're Americans(well I am Idk if you are).

Accurate_Pay_2242


Locus_In_Quo

* deal * no deal * China navy * EU misc mixed mutts navy * US navy [ about 600 km away from the action, at a safe location] * Pete Hogsbreath paddling a keg across the strait of Hormuz like a madman to open it up with live grenade in hand. Which likely bs scenario will keep the market afloat on Monday ?

MrYOLOMcSwagMeister

Different types of oil from each field so it's a lot more complicated. USA both imports and exports, Venezuelan oil is difficult and their infrastructure needs upgrades (which takes years). So USA will be hit too (not as hard as EU of Asia)

deltaface

If the guy believes the strait is open because Trump and Hegseth said so, they went crying back to EU for help then it's clearly not open. Bootlicker is an understatement.

spac420

EU will either have to accept Putin oil and gas, or help escort. All of Europe is trapped. no options.

tofumonsterz

The entire EU is a joke theres no way lol

AF2005

He’s talked shit about NATO and the EU for almost 10 years now. What an embarrassment he is

thousandfoldthought

They might not. But they're using our military to make Greater Israel. When they get that we will be so overextended they'll ditch us and re-partner with Russia, begin exerting pressure on EU. Still might not go their way but this is what's happening. Think about everyrhing back to 2015, look at it through this lens it's obvious. Epstein files are forcing their hand BEFORE the midterms and trump's sloppinness might actually be the thing that gets us to fix this but still. The moment a dem wins r's with screech debt/deficit/austerity. We are cooked. Epstein files confirm it all.

GOOOOOOOOOOOOOOONING

ok, so the EU is just going to pile a bunch of navy vessels within easy striking distance of Iran? idk seems so stupid its almost like we're trying to manufacture justification for boots on the ground

_Doomer_Wojack_

EU FOREIGN AFFAIRS MINISTERS WILL DISCUSS POTENTIALLY A WIDENING OF THE EU ASPIDES NAVAL MISSION TO THE STRAIT OF HORMUZ- FT And as Iran has stated “we are waiting for them”

ShowerMotor

Buy in Euros if the option is there, otherwise you end paying FX from currency exchange. As for ETFs, I keep buying UCITS because it's the only option available in Europe, you can't buy certain US etfs because in EU there are regulations, for instance SMH (semiconductors) is different in US and EU, the EU is capped at max 10% allocation to one company, while US is around 18% into NVIDIA for instance (more risk and more return).

ConinTheNinoC

How about they change the yuan to the euro instead. No way is anyone going to give China power over oil since they are as bad as the USA and Russia. The EU is the most normal of the big powers.

MostDouble7144

most people still think of tesla as a car company but the energy business is quietly becoming huge. their energy storage revenue has been growing faster than the auto side and if they start selling electricity directly that's a completely different margin profile. the uk approval is interesting but the real question is whether other countries follow. if they get similar approvals in the EU and asia this could be bigger than the car business long term

MuricanWisecrack

this is bullshit. Iran is \*always\* open to negotiations. But currently not with USA or Israel, because that makes no fucking sense. They are negotiating with EU for a sidedeal and EU pressuring USA and Israel to stop the aggression. Why should Iran seriously negotiate with Trump again?! He used the last negotiations to bomb. There is no game-theoretic logic for Iran to assume anything but maximum damage can increase their negotiation-position in the face of Trump. Only trumps allies begging him to stop this shit is going to help iran - so they do exactly press for that: Destroy everything that is allied with the US in the whole region, until the US finally grasp that this is not a war that is economically feaseable. (WHO COULD HAVE KNOWN THAT POSSIBLE BEFORE? SURELY NOT THE CIA AND EVERY FUCKIN NATION IN EU OR IN GENERAL)

y_u_so_madd

Why would the EU want that ? US has spent the last 14 months being hostile and telling them to fuck off. Let the US figure it out, after they backstabber all their friends.

RemarkableVictory990

In 2024–2025, the average annual full-time salary in the European Union (EU) is just under €40,000 lmao

TabulatorSpalte

Fertiliser I don’t know, but for LNG it’s also less than 10%. Qatar is the biggest exporter to EU in that region at 3.8% https://www.consilium.europa.eu/en/infographics/where-does-the-eu-s-gas-come-from/

Commercial_Deer_7114

Ok so you are not American then, so why are you complaining about 0.65 expense ratios on a thematic EU ETF? Most index ETF's in Europe have higher expense ratios unless you opt for iShares or similiar US-issued-EU-domiciled. Based on your complaint, it would make sense to assume you are American and anyway it is not an insult so I really dont understand what you are upset about.

Commercial_Deer_7114

I dont think you Americans really understand how awesome your capital markets are for retail investors. This is a relatively cheap ETF by European standards. Our expense ratios are high because there is essentially no competition among banks/financial institutions and it is illegal to buy US-issued ETF's as the EU tries to protect the financial oligopoly. Some US-issued ETF's are available in a EU domiciled version, which is always worse than the original US one.

Grmplstylzchen

Gonna tell you that Starlink has little to no footprint in some markets like EU or Southeast Asia. Total subscriptions is around 10million. No idea how many of those were Russian drones (which could imply a hefty lawsuit due to export limitations have been circumvented for dual use goods). Aldi Talk, the mobile contractor for German food Discounter has 10mio active subscriptions aswell. The impact Starlink, SpaceX and xAI has is highly over priced and mostly based on how much money Enron Musk is spending from his pseudo wealth to keep it going. It’s AI circlejerk on solo player mode.

TabulatorSpalte

EU doesn’t import much oil via the strait, it’s less than 10%. It is though affected by the global oil prices. Most of the oil goes to Asia.

Sharp1Claw

That's a bit rude. I've been watching this stock for months, and it's already up a massive percentage, yet the shorts are still trapped and seem unable to cover their positions. Keep in mind, JSW is basically the ONLY coking coal producer in Europe that's actually expanding. With new steel mills opening across the EU that rely on coking coal, the fundamentals are much stronger than people think. This isn't just a random play; it's a strategic asset in a growing market.

old_Spivey

It will become WWIII. Trump wants Iran's oil, just like he wanted Venezuela's. China won't let him take control of it. China gets @ 20% of their oil from there, although because it is sanctioned by the USA and EU, it goes through intermediaries.

flyingdutchmnn

Hate* speech on X, and manipulative algorithms. The EU should force X and Meta to be sold off, as was done to Tiktok

PhilosopherSudden675

Weird reason? What about the fast that Ukraine spent the last 30+ years dealing with the aftermath of the Soviet collapse, corruption from that era, and then since 2014 we’ve been in a war with Russia. A lot of economic energy went into stabilizing the country rather than building a large capital market. On top of that, Ukraine never had the same early integration into the EU financial system that many Eastern European countries had in the 90s and 2000s. That makes it much harder to develop deep stock markets. Even now, a lot of investment goes through government bonds or private funding rather than public equities. And during an active war, launching IPOs or building a large retail investor market isn’t exactly the top priority for us.

daners101

As far as the terms go : The 🍊administration makes it clear that they are pulling out by the end of the month. If they leave a small contingent around the area or something, that doesn’t count as staying in the war. I mean, they declare success. The planes come home. They tell the EU or regions actors “hey you guys gotta step in, we’re done here” kinda thing. They effectively make it clear that this is not going to be a long term commitment, or reach some kind of ‘agreement’ with Iran and step back. Israel is not part of the deal. Those people are in it for the long haul. I’m not betting they do the same.

rollinhating

Yeh but, who dares..? They also said, the strait is mined, and they would shoot down allies of israel and US which is basiclly every EU country..

HEK293INVAX

Change your focus *now*, **XLU XES XLE TAN WIN** are the only 5 areas to concentrate on, oil supply isn't as important as oil delivery, TheWar is choking out EU Asia and the far east, higher for longer oil will make book in those 5 areas now, Everything else is in danger, not a fan off any other areas now.

kevphilly36

Lots are out of EU

MuricanWisecrack

EU was always and will always try to have a negotiation deal, as it knows very much that bombing teheran does not solve any problem.

Alone_Owl8485

Invest in a property etf for somewhere in the EU (preferably for the country you think you will live in). You manage the risk of the properties you will want to buy going up without the problems associated with owning one property.

arothen

I mean that's the reason why Iran won't let oil flowing to Europe. They still will have market for it, and EU is going to buy it through intermediaries, but that's the official stance so far

MuricanWisecrack

ofcourse, its a murderous regime. But EU will not and is not participating in this war. Forget it crosswise. Not going to happen.

The_300_goats

For a very complete war, why haven't hostilities ended? Where's the peace agreement? If 100% of Iran's military is destroyed, what are they lobbing at military installations all around the gulf? Bricks? If, as he repeatedly claims, the US military is by far the most advanced and powerful in the world (and it is), then it should be able to extricate itself from the mess it got itself into, all by itself I feel other world leaders have just about had it with Trump. He's emotionally volatile, unpredictable, petty, vindictive and impulsive. Also apparently astoundingly ignorant and almost unbelievably stupid. All terrible traits to find in a wartime leader. Nobody will join this escapade. If the EU has half a brain, it will ignore the USA and strike a deal with Iran on its own.

katorias

You’re not wrong, Russia’s invasion has been overwhelmingly useful for NATO countries in general, even if that does sound cold. It’s also woken up a lot of EU countries. While Trump being his Russian asset self is a temporary advantage for Putin, the whole campaign has been a general disaster for Russia and they can’t be allowed to win.

flyingdutchmnn

I cant wait for the EU to force X and Meta to sell off their shit

BarracudaDismal4782

He's desperately begging other countries for help now lol I just hope France doesn't accept, I don't want EU countries involved in this.

CryptoBoy-007

And Kurdish population. I'm sure Turkey will be very happy to give its immortal enemies control over the life line for EU energy.

thebestnames

China and the EU should broker a peace agreement between the US and Iran without inviting US representatives. They don't hold the cards anyways they should just surrender at this point.

PhilosopherSudden675

We issue war bonds. They are called “Ukrainian war bonds” and have been sold since 2022 by the Ministry of Finance. Ukrainian citizens, companies, and banks buy them through local banks and brokers. Foreigners technically can buy them too, but it’s not very easy because you usually need an account with a Ukrainian broker and have to deal with local regulations and sometimes hryvnia currency risk. It’s also bureaucratically difficult to list and distribute them on major international stock exchanges under EU financial regulations.

arothen

EU imposed sanctions on Iran.

MuricanWisecrack

Israel can wage their fuckin wars forever alone. but the hell any EU is going to support or join this shite.

MuricanWisecrack

and he completely ignores the fact iran can just do a side-deal with countries. Why should Iran no sell oil to EU & Japan? both are not going to start a war with Iran and also will not support USA more than the bare minimum (and not even that for countries like Spain) of allowing to use Airfields. Iran will selectively allow European ships and others who stay Neutral, but will not allow anything that is associated with US & Israel.

Kkbelos

When it comes to the yuropeans this is after talking shit, threatening them, trying to annex the territory of one of them, imposing tariffs after having negotiated a deal with them, actively trying to destroy the EU itself... Sure they will be happy to help!

gamjatang111

but energy problems in EU, Japan and Korea is very real

arothen

It's not only bessent. If they communicate with EU over releasing oil reserves we can keep price under 95 easily.

amartya_dev

Outside the US, liquidity is weaker. That means wider spreads and harder execution. Best alternatives: • **India** – very high retail volume • **Commodities** markets • **EU indices** (but limited liquidity) The US still dominates options trading. Most pros stay there.

WrexyWrex

EU is derisking from China, this is a good conversation about that. [https://www.youtube.com/watch?v=FABADSseC-g&t=2403s](https://www.youtube.com/watch?v=FABADSseC-g&t=2403s) and this [https://www.youtube.com/watch?v=Mhy35jqgL-Y](https://www.youtube.com/watch?v=Mhy35jqgL-Y)

whodey84

All this assumes we maintain the rest of the world as allies to continue to pressure, but we see CAN/EU/evenfuckingIndia allowing more Chinese investment and trade.

MethylphenidateMan

Not in the sense that actually matters for the war. The military will not run out of fuel before every single civilian switches to a bicycle and Ukraine's civilian economy has been supplied by an umbilical cord from Europe since day 1. The oil crisis tilts the economic balance between this Ukraine-EU pairing and Russia in latter's favour, but Ukraine will not collapse economically to a degree preventing it from defending itself until every significant European country decides to allow it to collapse which won't happen because such a decision ranges from a strategic blunder to unthinkable treason the further East you go in Europe. Like sure, some EU countries will probably get stingier with the financial aid as the oil-price-induced recession hits them and things will probably get harder for Ukrainian people forcing more of them to emigrate, but it won't get to a point where Ukrainian soldiers won't be getting fuel and salaries.

Halbaras

Traders have got used to Trump messing with domestic US policies and with rational actors like the EU and China who have a lot to lose. These incidents result in Vs because nobody else benefits from continual escalation. Though Greenland came a lot closer than the US thought to something very ugly because they decided to mix trade policy with invasion threats. Iran is ruled by people even more ideological than Trump. They've already been sanctioned to hell for decades, bombed in multiple incidents, and Trump launched the war by killing many of their leadership and hitting targets all over the country. They have nothing to lose now, the only ways the US can escalate now involve hurting Iranian civilians or spiking oil prices further (because seizing Kharg island would just cut off Iranian oil as well). There won't be a ceasefire any time soon because the US attacked them during negotiations - according to Oman they actually made big concessions on the final day of talks and the bombs still fell. What's worse is that this one came during what looked like the early stages of the US market correcting, and it came in tandem with horrible jobs, inflation and GDP numbers and disturbing private credit noises. There's a good chance that Trump has made the correction longer, deeper, more violent and more U-shaped, and it's now going to involve structural damage to the economy as fuel prices surge, memory chips get more expensive, and fertiliser get squeezed.

Possible-Pirate9097

Like naked options but for EU/UK.

szczszqweqwe

I agree, but it's even worse than that, it's a most likely endless war. Iran isn't Venezuela they have 90m people, who now hate USA, even opposition hate USA when US bombed civilians, like that school. Iran is only 6 times smaller than USA, Iran is very mountainous country, they are prepared for asymmetrical war, Arab countries won't help because they would risk rebellion on the streets. EU might help US in very minimal way, not with actual fighting, because EU seems to understand that it's not our war. And US will get much more terrorist attack on the US soil. In my opinion the only way out of it is for Trump to say that he won and back back down and then to pretend that Iran isn't attacking, and raised terrorism isn't connected with attack on Iran.

PqqMo

Here in the EU gas is above 8$

ruphustea

I didn't say the average American, the US is broke and the petroldollar is all we have to prop up the deficit spending. Iranian oil supports mainly China. The thing to watch now is whether Russia seels their oil to the EU or instead sells it all to China. Either way they go will be the start of WWIII.

edyang73

If AI is the new Internet, and all the dominant AI players are in the US, it's hard to see how Ex-US will outperform the US. Not saying it's not possible, but I don't see it happening. Esp considering the poor state of the Chinese economy, lagging EU, etc.

EatPie_NotWAr

But it doesn’t matter that Russia cant takeover Ukraine, only that Iran can hurt the US enough to make it say “well fuck, this is looking like a bad idea”. Also, by having the US divert additional money and attention to Iran it frees up the battlefield in Ukraine which is currently (at least somewhat still) supplied and monitored by the US. Think back to old Soviet-US proxy wars, that’s more like what Putin is familiar with. By helping Iran he forces the US away from helping Ukraine. If Iran hurts the world economy enough, of which Russia is severely removed from due to sanctions, it could cause the EU/NATO partners of Ukraine to scale back support as well. All in all, each missile gifted to Iran would be more beneficial to the Ukrainian war (from russias perspective) than if they bombed another random building in Kiev. Especially if Iran spends that investment hurting the global oil markets, which further helps Russia.

magoojc

I agree with you, and also agree with a lot of discussion I've been seeing that that he's desperately looking for a way to exit this without regime change (as he boldly promised) and still claim victory that makes us great again. Because they've learned that Iran isn't like Venezuela and most other countries in our hemisphere that we could take out with minimal effort...where having a strategy or endgame isn't as complex. I mean, look at him, he's now directed Treasury to ignore sanctions and purchase Russian oil to keep gas prices low in a midterm year. As you said, that's not strategy, that's reactionary and narrative-spin nonsense. That plan seems like a slap in the face to the EU and Ukraine to verify his bromance with Putin like that...all because he chose to start a war that impacts the entire global economy without a clue of the consequenes, while all his cabinet (ie reality-TV-minded yes-men) praised his holy name. This seems to be turning into a FAFO moment for the US, fueled by the blind worship of MAGA and evangelicals who follow Trump with way more passion than their "christian" god. Sorry, I seem to go off on a rant about him a lot these days...when my concern in this group is how his decisions have negatively impacting our portfolios.

random_encounters42

Yep, oil to $150 by month's end. Iran has to retaliate with drones and missiles at surrounding Oil infrastructure. If this conflict lasts for than a month, Japan South Korea and EU are going to dump US treasuries and the US economy is going get hit hard. Get ready for a global recession. Classic Trump, bankrupting everything he touches.

Feeling_Signature423

Broker eats that 100%. they will stop you at -70 and thats apart of the EU regulation to protect the retail trader. but realistically they make so much money off people like OP and just in fees that they can totally afford that risk

1bourbon1scotch1bier

I’m curious who yours is? I work with Fidelity and Schwab mostly, but understand yours may be different in EU.

NlNJANEER

No, he’s going to let futes open because his buddies are shorting. Then either during EU hours or at open NYSE, he’ll say he made a deal

Long-Aardvark-3129

Well, if you know how to use anything it's great but CFDs can go a number of ways that options, even if American, can't. I wouldn't say they're comparable per se. One major difference is continuous settlement. Sort of like a modified futures daily margin. I don't know if EU CFDs have daily settlement though.

Grmplstylzchen

Well let me phase it this way We see that the stock market is currently impacted by trading bots and on US economical news in a way where rules don’t even applied. Even on good news sectors don’t move as expected (I would have expected a higher impact on defense stocks with Iran but then it’s rather a mere movement). I pretty much shifted away from anything that’s impacted by US politics more or less. Got back into blue chips like Coca Cola, mc Donald’s etc. who don’t care for most issues, some infrastructure, energy and the currently favored tech stack. Bought into some smaller EU tech companies due to „buy European“ strategy and some ASEAN. Baseline is: who wants to invest long term when politics shift over night…. And US doesn’t seem interested in partnerships but trade bullying with BS arguments … soo time to move on.

slumdungo

Guys like you should know that electricity and energy consumption are two different metrics. It is still no way near “matching” in total consumption. Stop with the nuclear nonsense. EU is just as bearish as the US and they both are waking up again recently. https://www.reuters.com/sustainability/boards-policy-regulation/reducing-nuclear-energy-strategic-mistake-eu-chief-says-2026-03-10/

IntentionDeep651

great attitude , EU cut its ties to russia and now USA is going to fk it up because they caused fas go up ? 

gamjatang111

i agree, point is look at EU, Japan, Canada Way worst growth, higher unemployment and also sticky inflation Japan has a much larger debt problem.

IncorrectByDesign

Sales ? You mean tepid milking. I cancelled all my Adobe subs and uninstalled everything. They wanted me to pay 600 EUR cancellation fee. I hope the EU takes a swing at them for their pricing model.

grandfatherdog

They also already have Femaseed (a noninvasive IVF alternative product) FDA approved in the US and another device that works with the FemCath. Sales are slow but they have been selling products in EU. They had a standardized international review for FemBloc that is supposed to streamline approval in some countries. FemBloc is already selling in some parts of EU. Reverse split risk will increase closer to June, hoping that March earnings hypes it. I've been building a position for a year. Close to break-even right now, but it's down from over $1 highs.

Orange_Codex

Not just EVs, but NMC 811 batteries in general. Nickel demand is going to soar. Nickel is common, so supply will also soar, but it's still an area of intense strategic focus. The EU is also boosting internal mining and processing across 47 sites.

Dphotog790

i bought in 2020 during pandemic. stopped obsessively looking due to it being like a gambling addiction like waking up to check EU market opening and again for east coast US opening. the idea was because at that time AMD had just produced the first 7nm cpu and intel at that time were stuck at 14nm +++++ for 4 to 5 years snot improving. Writing was on the wall even Linus tech was saying buy the stock lol i dont put much into a tech youtuber but after finding out amd didnt even make their own cpus thats why i heavily invested into TSMC after learning what they did and who they made it for... Again it was more about what was going at that time i didnt bother looking at who made tsmc machines so that was a fumble on my part also not investing into ASML

SadWimp

I’m asking myself the same question - I’m from EU

ragnaroksunset

Wind and solar already match fossil fuels in the EU energy mix. They are also less allergic to nuclear than we are in North America. And again, the trend matters. The EU trend is rising. The America trend is falling. I didn't say this would not be short-term painful for the EU. It's going to be short-term painful for everyone. But US markets already underperformed in 2025 and it's silly to think they're going to outperform in 2026 as none of the contributors to 2025's underperformance are getting better (many are getting worse). But listen, guys like me can't make money in the markets without guys like you, so fill your boots.

Aromatic-Teacher-717

An EU W? Not in this timeline

Wheelio

lmao but also i imagine france is smart enough to direct their anger at the regard in the white house that has been causing them and the whole EU immeasurable pain for the last year

PushAble2463

EU in talks with Iran about a hormuz deal… what can go wrong

FU888

Again because: Absence of SEC filings not the main issue. If you read the whole report then you can see the narrative vs reality. "**The narrative pushed to retail investors** (via HydroGraph's website, investor deck, GlobeNewswire PRs, LinkedIn/X updates, conferences, and retail forums) is classic "graphene moonshot" hype: * **"Leading commercial manufacturer"** of the purest (99.8%) graphene using revolutionary, eco-friendly detonation tech (Hyperion system) "unlocking the promise of graphene for the world," "highest quality at greatest cost efficiency," "industry first" for consistent batches at scale. * **Regulatory wins = immediate market unlock**: US EPA TSCA approval + UK/EU REACH clearances (announced Feb 24, 2026) mean "commercial scale graphene sales" are now possible across North America/Europe; "three key milestones that meaningfully expand our commercial markets." * **Scaling explosion**: New Austin, TX headquarters + second production facility (LOI with major industrial gas supplier); building more reactors; "centralized production" targeting "hundreds of tons" capacity; low-capex model could deliver "$100M+ sales" from $10-15M investment. Texas = "central hub" for US ops. * **Customer/revenue ramp**: 60+ active customer programs (auto, defense, composites, lubricants, concrete, etc.); "larger purchase orders and long-term supply agreements" imminent; "first contracts expected"; partnerships (GEIC Tier 1, Hubron, etc.) will drive explosive growth in 2026. * **Financing validation**: Recent C$30M LIFE offering closed March 5, 2026 (at C$5.10/unit) proves strong demand and funds the "Texas scale-up." Market cap run-up reflects "year of transition" to profitability. Retail sentiment (forums, X) often amplifies this into "DoD/defense plays," "revenue explosion 2026," and "superior to competitors." **The reality from official filings** (latest SEDAR+ MD&A for FY ended Sept 30, 2025 dated Jan 27, 2026 + Q1 ended Dec 31, 2025 filed March 2026; financial statements; OTC uploads): * **Revenue**: Still negligible. FY2025 total sales = **$43,051** (up from $6k prior year). Q1 FY2026 = **$19,685** (mostly small research quantities/services). Inventory produced to date: \~500 kg. No major/long-term contracts or meaningful product revenue. * **Losses & cash burn**: FY2025 net loss = **$8.15M** (worse than prior $5.3M). Q1 loss = **$3.15M**. Operating cash outflow: \~$4.8M (FY) / $2.5M (Q1). Accumulated deficit now **$26.5M**. Never generated profit or positive cash flow from operations. * **Production status**: One operational Hyperion reactor (10 tonnes/year theoretical capacity) in Kansas since 2023. Two additional reactors under construction (Jan 2026) for validation before possible Texas move. Texas "production facility" = early LOI + Austin HQ lease/leasehold improvements only **no commercial output yet**. All inventory costs are expensed (no capitalization). * **Dilution**: Shares outstanding exploded to **\~340–347 million** (weighted average 333M in Q1). FY2025 + subsequent: multiple private placements, warrant/option exercises, and the recent C$30M raise (adding \~5.88M new shares + warrants). Heavy ongoing dilution to fund burn. * **Liquidity & risks**: Explicit "material uncertainty related to going concern" in every MD&A. Survival depends on continued equity raises; "no assurance" of funding or commercial success. Risks include scaling execution, market adoption, competition, regulatory conditions, and need for more capital. * **Outlook language**: "Expect" larger orders "within calendar 2025" (didn't materialize at scale); "targeting" Texas expansion; clearances "enable" pursuit of agreements but cautious, no quantified revenue guidance or timelines for profitability. **Bottom line, the gap**: The retail story sells **"we are a commercial graphene producer scaling now with regulatory green lights and big contracts coming"** (positioning it as ready for multi-billion markets). The filings paint tiny sales, accelerating losses, heavy dilution, and all future growth still "expected" and fully dependent on perfect execution + more raises.

SigX1

Bear on oil. China has an estimated 300 day supply of oil. India and others are going to get oil from Russia as the U.S. lifts penalties. The US has oil but will lift the Jones Act so we can move it around easier. A bigger play may be LNG that comes out of the Middle East. The EU and several critical Asian partners need LNG more than oil. The wildest play may be Helium (yes, the gas). It is critical to semiconductor manufacturing. Approximately 50% of the helium used in semiconductor manufacturing comes from Qatar, straight across the Strait of Hormuz from Iran. Black Swan play may be drones. It’s estimated that the U.S. is two to three generations behind Russia, China and Ukraine in drone tech. They need to ramp up fast as conventional missile systems are too expensive and slow to manufacture. If Hormuz remains closed for another couple weeks, this could trigger Covid-like global supply chain issues. Oil goes into everything and LNG powers manufacturing. Helium is needed for semiconductors.

Crazy_Donkies

Sustained oil prices are actually worse for the EU and east Asia. Given how they source their oil and Asia being manufacturers.  America will be impacted, but we are more of a service and technology nation, get little LNG from anywhere, and a major net exporter of oil.  I'm not saying I'm only investing in America, because of other risks.  I'm just not sure there's a clear "relative safest place."

OrdinaryMix4013

too many retards here drink US baby formula shite is toxic as fuck. I give my baby EU formula.

peach__kitten

Exactly this. The implications of being a tax resident in the EU (not trivial). Not to mention it is never truly a passive investments, it’s work. With me currently managing it (leasing, maintenance), I’m getting an ROI of 7.9% on the duplex—over time in the markets that money could be closer to 10% roi.

Mean_Bumblebee1945

Anyone trading NQ futures? These reversals on the EU session are so fucking amazing. Buying the dip on Nasdaq never ever ever ever fail. Its so insane.

PSfreak10001

Sorry what? The EU is an economic alliance and only one entitity in terms of economics. Wars are solely individual countries. The EU doesn‘t go to war. Germany, France, Spain whatever can go to war. But Countries luke Austria, Luxembourg, eastern european countries, scandinavian countries etc… never got really involved in any wars since ww2

BerryExpress

that said i am also in EU and gas is below 1,5euro per liter still

LetsGoMets2020

You won the game already. Given your goals to retire in EU, you have a $700k nest egg (I assume you have other assets as well) and you could access it close to if not entirely tax free on sale. Long term US treasuries are yielding close to 4% right now if you wanted to replace the income.

LeMe-Two

It's literally only in interest of Israel and several Arab States. So you have whole EU, India, China and notable part of US citizenry that will not benefit from that in any way but will pay the costs. Of course a ton of internet is angry.

Play_Background

Gulf/EU/Asia etc. No villain circle

Asleep_Pack8869

I was going to say EU countries have been seizing the ghost fleet shipping Russian oil, albeit slowly. I thought they nabbed another one the other day.

Parunreborn

EU shitting the bed

Defiant-Opposite-501

The problem is, I don't think I'll be moving back. **In fact, I'm hoping to retire early in the EU, in the next 5 years.** With 700k in equity, 3 years to take the primary exemption, real estate rolling over in many markets, and a plan to retire overseas within 5 years I would say that selling is the right choice. Rental real estate is an investment. Have you calculated your ROI based on a 16,800 annual income on that holding?

BerryExpress

EU goes oooph

mosmani

U.S can allow and deny the EU/India when to buy and when not to buy. Sad state of nations.

quick20minadventure

Tesla factory at this rate? Never. India is extremely protective of its automotive industry. Just like german or American automakers heavily influence on policy, so do india's. India has had 80 to 110% tariff on imported cars, so tesla never went through with selling imported cars and building charging infra for the selling tiny amount of heavily overpriced cars. India wanted them to build factory there, but Tesla wouldn't invest in the manufacturing without probing the market response. It was a bit of chicken and egg problem. Now India's ev appetite has grown and charging infra is building up, Tesla isn't as competitive or profitable. It doesn't even want to be a car company. It took musk being in US govt for India to make token policy about reducing import fee. But, if ev import is allowed, china will flood the market. And US tariff made India sign FTA with EU to reduce import duty very gradually to 10% in specific conditions.