KSA
iShares MSCI Saudi Arabia ETF
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$NCI.v at $0.035 on the TSX-Venture (Canada) news: NTG CLARITY REPORTS A RECORD FIRST QUARTER 2023 WITH $635K PROFIT AND A REVENUE OF $6.1M
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Why $LCID will Dominate the MEA’s $3B+ EV Market
Oil prices are already +4.7% in private trading after >1 mln bbl supply cut announced this AM. Source: my cousin trades oil for a big firm in Switzerland.
KSA Injects Nitro on CBDC Study. Plans to Rely Less on Oil
Market Crash and Food Crisis YOLO Update 10/24
Mentions
KSA about to invade UAE
Mon. 4/27 afternoon: \~$5.99 \~13.3m volume (avg: \~10.5m shares) I'm new to this sub, but here goes. I trust the mod(s) will be fair... The Saudi PIF has now achieved a primary goal, that wasn't directly related to Lucid's share performance, to enhance the KSA infrastructure. The new factory, and Lucid's good faith support, means they can focus on filling the crater in their portfolio. The roughly 125m shares the 230k pref stock PIF holds will convert at around $50, so there is considerable incentive to achieve and hold at this level. I know what they'll probably do, I just can't say when, so I patiently ride it down.
I think people are just fundamentally wrong about the current market abd this sub in particular can’t handle it America is really not that affected by the current oil issue, it’s why prices have stabilized at 90 a barrel- KSA and Qatar are our allies in the war and have no interest in paying tolls to Iran or allowing Iran to control the global oil market Additionally people just have to accept that AI is producing value and it’s not like the dot com bubble, obviously corrections will happen but it’s a real product that people really use When you just accept these facts the market makes sense
and i think most of the oil going to asia is actually not originating from KSA.
Not easily. KSA’s pipeline is underground. Pumping stations are softer targets. But this requires a forever war for the crime of pumping your own oil through pipelines?
Yea you are totally right. KSA is just going to accept a blockade against them by a nation without a navy or Air Force and do nothing in response.
In wartime necessity under a monarch like KSA using third world workers who sleep on cots on site? 3-6 months easily. In the US with all the lawyers and environmental studies and unions? Years.
jokes aside, geographically speaking, two countries that hold even a bigger leverage than Iran are Oman and Yemen. Makes you wonder why didn't UAE and KSA try to carve out part of Oman for themselves knowing the Iranian risk!
Then KSA joins the chat
The ceasefire the US agreed to specificially included Lebanon, which the US then lied about and Israel killed over 300 people terror bombing Beiruit. The ceasefire also specified that the strait was to re-opened, Iran did not reopon the strait. There were attacks on Iran against Israel after the ceasefire started, along with attacks on Gulf States, Kuwait and KSA. And the UAE attacked Iran.
I see this as the market’s desperate desire for an end to a war, but the likelihood of this ceasefire holding on is low. I think Trump is going to get pressure from KSA, UAE, Israel and the oil companies to “finish the war” — though this is near impossible. 20 years in Iraq and Afghanistan will tell you that.
KSA may invoke defensive alliance with Pakistan as a blockade is an act of war.
nope that s 1$ per barrel on oil and gas shipments or containers, not all boats, food and perishable are exempt; Iraq is exempt, Russia and China have special deals, neutral allies, Pakistan, India and Malaysia too. The full price 1$ per barrel or container is for non-aligned "Westerners": France with CMA CGM, Japon with Mitsui, Denmark and Maersk, and the Italo-Swiss MSC. Non-aligned as, which did not follow blindly US and Israel and negotiated. Probably Qatar on this list For the others, Israel and the US, and aligned with them, UAE and KSA, we don't know yet.
Iran just launched a massive salvo of missiles against Israel, UAE, Kuwait, KSA and Bahrain ! I guess we go back to bombing and new deadlines tomorrow!
Just FYI the KSA claims to be exporting 4m+ out of Yanbu right now. However; if this escalates further (which I think is likely!) the terminal at Yanbu is within Iranian missile range. That number could drop to 0 in an instant.
Price will stay up not just because of the blocked Hormuz but also due to disruptions and uncertainty in the KSA and Gulf states.
Long term KSA builds a pipeline through Oman to avoid choke points at Hormuz and western Yemen. This will probably take a decade even with their slave labor. Short term. Pay the vig to Iran and distance from US and US financial markets.
Water infrastructure isn't just desalination either. You need wells, pump stations, water treatment plants and distribution networks. KSA has more combat aircraft than Israel and given that Iran has minimal remaining air defense, it will get very ugly for.both sides if water infrastructure is targeted.
US Navy and a couple dinghies from KSA and UAE...and the UK if they make it...are international.
Their supposed neighbors host US bases that attack them 24/7, if you also see flightrader, KSA airfield is used the the US airforce almost everyday, so they are already contributing even if passively, also the gulf has been relying on the US for protection for too long that I suspect they forgot how to protect themselves.
Iran’s launchers cannot be destroyed or degraded because they are deep underground. It’s expected for every army to launch more initially then slow down. Israeli media is actually saying they are seeing more sirens and destruction than the first and second week. Here is a another from Pro US/Western Institute for the study of war showing consistency in missile launches into Saudi Arabia https://understandingwar.org/wp-content/uploads/2026/03/Iranian-Launches-at-KSA-March-1-25-FINAL-2-1536x1152.webp We saw Houthis continue to launch missiles 2 years continuously and Iran is many times stronger than Houthis. They launched 0 missiles a month ago.
Some of that oil is still making it to market right now, Iran is still selling it's oil. KSA is still selling the majority of it's oil through the East-West pipeline to the terminal at Yanbu in the Red Sea. So keep that in mind, what we are seeing right now is ONLY with 15% or so of global supply gone and all major world government's heavily dipping into their reserves (reserves which are not finite). Ground troops = high change of major oil infrastructure damage that will take a 1-5 years to fully fix after the conflict ends + prolonging the war to an unspecified (but possibly very long) time-frame.
This is a bigger oil shock than in the 1970's. KSA is already re-routing through as much as they can through their pipeline to the red sea but that is vulnerable to attacks from the Houthis and Iran if (as I expect) things escalate further.
It's only the begging. Soon Saudi and KSA will join US and then Iran will look like post-WW3. Kharg island will be like Atlantis
wildcard is whether KSA or UAE join the campaign
Obviously, I wrote it for fun when someone asking for stock opportunities in KSA ( when in us many great opportunities are there )! But, if you are serious about Dubai real estate, you can get real estate property at deep discounts. Regarding 55 degree, it is real as I lived in Saudi Arabia many years before and even visited Dubai. I have many friends from gulf countries.
In a worst case scenario where Iran is keeping the strait closed but unable to export it's own oil and gas, and the KSA's East-West pipeline or the terminal at Yanbu are destroyed, the world would be down 20% of oil supply. To put that in perspective, at peak COVID demand destruction in 2020 we saw oil demand fall by 20%. We are also down about 1/3rd of global fertilizer/fertilizer ingredients due to the strait being blocked. My base case is that the effects of this war will reverberate across the world and dominate the second half of this decade similar to how COVID dominated the first half.
The Ayatollahs are winning as long as they are willing and able to seriously damage commercial shipping attempting to pass through the Hormuz, or the Persian Gulf in general. For the US-Israeli-KSA side to win an Iranian government would have to surrender unconditionally, like the Saddan regime had to do in 2003. Those are the moving parts.
I think it varies. Kuwait and Qatar would struggle the most. They’d likely have to run a deficit. KSA might slow down NOEM - not cancel or reduce, just delay a bit. UAE is a crap shoot. They have a stronger tourism and financial sector but it gets exponentially worse if the war drags out… not linear like oil supply.
Interesting. Seems like I need to visit KSA and get myself some of that consultancy money in an honest way.
Interesting take. I was in KSA last year and met with the ministry of AI, ministry of advanced manufacturing, and ministry of sustainability. I was shocked by their definition of “large” capex projects ($500B) versus what we think “large” is. However, after huge sums of money being spent there, everything they do look like hobbies. They are getting ripped off by western consultants that charge them criminal amounts of money and teach them how to download ChatGPT on their phones. /s Will they actually pull funding? Doubt it. They want to tell the world they’re serious about AI and sustainability. MBS announced he wants less than 50% GDP to be petroleum based. My random guess, this war will accelerate his plan to reduce oil economy reliance and increase investment in AI (really data centers) and renewable energy manufacturing (solar panels and desalination or hydrogen production)
The Saudis have oil infrastructure on Red Sea ports and a pipeline that crosses the peninsula. Unlike most of the other nations reliant on the Strait of Hormuz, with the spike in prices, KSA might come out about even.
1. You provided no souces for your claimed numbers. 2. The Gulf States are U.S. allies. Their crude isn't being allowed out. If you can find me sources of ships carrying Gulfi (not Iranian) crude in the millions of barrels daily, cite it. In case you hadn't noticed, Iraq, Kuwait, UAE and KSA all have had to stop production because of storage fills. Sources: https://www.reuters.com/business/energy/iraqi-oil-production-collapses-with-strait-hormuz-blocked-by-conflict-sources-2026-03-08/ https://www.reuters.com/business/energy/kuwait-cuts-oil-production-precaution-amid-iran-tensions-kpc-says-2026-03-07/ https://www.reuters.com/business/energy/uae-crude-output-falls-by-more-than-half-hormuz-closure-forces-shut-ins-2026-03-16/ https://www.reuters.com/business/energy/saudi-arabia-cuts-oil-output-20-8-million-bpd-amid-iran-war-sources-say-2026-03-13/ 3. Anyone who uses TDS unironically gets their info solely from Fox or Newsmax. 4. High energy prices affect the entire supply and manufacturing chain. What is good for oil companies specifically isn't good for corporate earnings, jobs, or consumers. Learn macro economics. 5. It's clear you aren't in any way involved in the oil or energy markets to those of us who are. Embarrassingly clear. But do please keep educating us with your scientific and economic analysis of TDS.
Javier Blas, Energy and commodities columnist at Bloomberg: > Further ominous developments today. For the first time, Iran successfully targeted oil/gas production facilities (rather than refining, terminals and storage): > Oil and gas field in the UAE (Shah) hit > Oil field in Iraq (Majnoon) attacked > Plus Saudi Arabia saw large drone swarms Pre-war Strait of Hormuz flow (crude + products): ~20m b/d. updated flow assumptions: Iran: ~1.2m b/d (SoH) UAE: ~1.0m b/d (Fujairah above pre-war) KSA: ~4.0m b/d (Yanbu above pre-war) Plus ~0.5m b/d (SoH tankers) Plus >1.0m b/d IEA oil emergency release Plus ~2.0m b/d Russia floating storage Total: ~10m b/d (~50% of pre-war; but almost all of it is crude) IEA/Russia is an absorption of a stock, creating a short-term and one-off flow.
Look at marine tracker.com and you will see VLCC ships traversing the strait as well as loading in Yenbu KSA. So nothing near to the -20% of world supply that was expected.
US-KSA-Israel China-Russia-Iran gotta pick your side now
yup, the only correct answer. A lot just depends on how the support for Iran vs KSA shakes out and knowing that is impossible.
Trump has thrown down a marker to global peeps -- Join Israel-KSA-US alliance or the Russia-Iran-China alternative.
KSA better start buying some fishnet.
Well, the US has doubled the amount of oil it produces since 2012 (3mil bpd more than Russia and 1-2mil bpd more than KSA)…so this situation is technically going to be wildly profitable for North America producers.
You're right I shouldn't have humored your idea that we should not pick any countries in the region to ally with. Because no matter you pick, there are criticisms to be had. But SA is not the same Iran. Minor ties to AQ is not "Our policy is to support Hezbollah and Hamas and hide amongst civilians all day long". But I'm not interested in continuing your attempt to change the topic. If "KSA" is all you have to say to defend the evil Iranian regime then I accept your surrender on this topic.
> Were allied with KSA. Cool. When you become the most powerful nation on the planet you can do something about it. Until then, you'll have to live with the awful reality of the *checks notes* killing absolute monsters and having the Iranian people cheer.
I have counted the barrels and the math doesn't add up. We had an oil glut before and now we should only have a small shortage of 10-15% or so. This is given alternative pipelines in KSA and UAE that bypass the Strait as well as Russian exemptions. This shortage can be managed given the massive 3-4 billion barrels of reserves in China, India, G7 etc. Not saying prices wont go up. But I am thinking more like $80. That's still a massive 33% jump from pre-war prices.
2022 did not have real time disruptions and threats? I specifically remember grain held up from shipping- Ukraine supplied 800M with food exports pre-2022 - Russia fed 1.2B. Oil futures and especially natural gas was bid up because Russian Sanctions - the kind we should have enacted in 2014 when Putin seized Crimea - the most war gamed area on earth - and the "outages" pile up to this day. This new conflict brings more food and fuel inflation that will hit the very countries Iran launched missiles at: UAE, Bahrain, Azerbaijan, Jordan, Egypt and KSA. The bread lines in tertiary countries removed from Putin's invasion and Massacre ot Bucha through Belarus- simply because of a Russian drought and ruined harvest - led to uprisings especially in Egypt.
Fun idea, but no. 1. Trump and the GOP’s biggest concern is the midterms. 2. The economy is the best determinant for how the incumbent group performs. 3. Higher oil prices will raise prices in every aspect of the economy, further weakening the MAGA base. 4. Venezuela will take many years to supply meaningful amounts of crude. That supply gap is way too big to ignore. 5. We would burn all our allies in MENA. UAE, Bahrain, Qatar, KSA, and Kuwait would starve. Nope, costs are too high. I can see how they might figure that a million bpd increase in Venezuela’s output would successfully offset a similar reduction in gulf output, but markets aren’t only driven by supply in the short term. 5.
Maybe they plan to relocate to the newly repurposed Line project in KSA ...
Even the best logistics have their limits, especially when you can't setup a large logistics huvb on the ground close to the theater. A single supply ship can carry literally more than 100x the payload of the largest military cargo plane. In past wars, KSA acted as such a base. Not this time. The fact Hegseth is even commenting on this should make you wonder what's happening behind the scenes.
Hince why they also entered a defense pact with the Pakistanis. Obviously they wanted access to their nuclear weapons which KSA probably provided funding during the 90s. Also most of their military are filled with Pakistani conscripts anyways. I mean if anything their performance in Yemen was a pretty big indicator that their military is fairly incompetent despite the hundreds of billions spend in the latest military hardware.
The Arabs and Persians have been in conflict for hundreds of years, with a full on proxy war going since the 1970s lol. KSA would *love* to hamstring the Iranians once and for all.
My last deployment was Qatar in 2009. The first deployment was Rafha, KSA. People thought Saudia Arabia was a safe spot, but this was 1990, and Iraq had just steamrolled through Kuwait and were positioned along the border of Saudi Arabia. We had light defenses. You could see the tops of the Iraqi tank turrets over the dunes. We slept in DFPs for days, sometimes under a deuce and a half, aka M35...if you were lucky. Taking whore baths with baby wipes for weeks. Good times!
the gulf states' country etfs should bounce back pretty hard if and when oil price continues to lift $KSA $UAE $EIS (up bigly in premarket)
OPEC had spare capacity of 3 million barrels per toward the end of last year. KSA has a couple million more.
There’s credible news about Saudis lobbying for the attack, meaning Iran might opt to take out KSA production.
KSA have millions per day in extra production. I guess we’ll see what they max out at.
Israel is training KSA's army at this point. They're bff's and were close to normalization before Oct 7th happened. This is the new realignment.
KSA is opening for the west, wouldn't be surprised if they sneak in some $$$ here.
I am familiar with this. The biggest issue is this cheap labour down not know at its doing. Lots and lots of problems before you even think about operation difficulties. As to those saying KSA is too hot, the last time I landed in Riyadh (very recently) it was 5 degrees Celsius, with a ‘feels like’ of -5.
would you also care to explain how that is going to work in KSA's climate? and how does "some" using ACHE invalidate what I said?
Yes, the loop that cools the servers is closed. But to cool that loop, they evaporate it in a second loop. That's where all the water is going. And you will need a lot more of it in a KSA climate compared to a Western Europe climate.
Yep - worked in KSA construction for a while and there’s no way this would be feasible.
Im trying to figure out what is KSA lmao
I’ve read there is much more desalination plants coming online in KSA, it might be just one in that specific region of KSA
Problem is: those data centers require cooling, and they’re full of things that are deeply, deeply sensitive to thermocycling. Lots of freshwater required (not exactly abundant) and lots of high to low stresses Used to work in oil- OG money printer. There was a reason we didn’t build DCs in KSA, and it wasn’t for lack of funds or because the oil industry clutches pearls. It’s because it wouldn’t work.
Who's Madden? It's going to get renamed "Al-Otalbi KSA 2026". And the espy, player of the year will go to 🥭
Did the KSA have ties with Epstein
[Live view of KSA at the negotiating table](https://media1.tenor.com/m/bk8QMH02QOcAAAAd/im-playing-both-sides-both-sides.gif)
Q: Regarding the $500 billion sales forecast for Blackwell and Rubin in 2025-2026 shown at GTC, it was explained that $150 billion has already been shipped. Even now that the quarter has progressed, is there no change in the assumption that the remaining $350 billion will move in the next approximately 14 months? Also, is there a possibility of new demand emerging and exceeding the forecast? A: The assumptions remain unchanged, and the $500 billion plan is proceeding. We shipped $50 billion this quarter, but additional demand is building up. Just the announcement today for KSA alone involves 400,000 to 600,000 GPUs over the next three years, and Anthropic is also new. **Therefore, there is room to exceed $500 billion.**
Saudi Arabia king 👑 just cashed Nvidia to build super computer in KSA sip lemon 🍋 juice 🥤 and relax boys 😃 while watching it prints 💵💵💵💵
“Co-Diagnostics, Inc. (NASDAQ:CODX) announced on Monday that it has entered into a joint venture agreement with the Kingdom of Saudi Arabia (KSA) based Arabian Eagle Manufacturing.” You know it’s going to rocket when you see Saudi Arabia. 🚀
HITI: 35% - Retail Cannabis Canada Qfin: 23% - Financial Services China ACM Research: 22% - Chinese semiconductor equipment manufacturer NTG Clarity: 20% - Canadian SaaS with operations in Egypt and serving KSA
KSA and/or someone Trump adjacent consolidating power and influence
\+ FM1 Shipment to India and Launch \+ FM2 Delivery to Florida and Launch \+ FM3-5 Delivery to Florida and Launch \+ Block-2 Launches in Batches of 3-4x or 6-8x satellites every 1-2 months \+ Bell Canada Definitive Commercial Agreement \+ FirstNet Investment and Definitive Commercial Agreement \+ Golden Dome Award(s) \+ FCC approval for full US commercial service \+ Unlocking portion of $20M, $25M, and $65M in revenue prepayments from AT&T, Vodafone and Verizon upon completion of milestones \+ Execution of more definitive commercial agmts w/ prepaid revenue and/or investment w/ Telefonica, Saudi Telecom and more than 50 global MNOs \+ AT&T, Verizon, Vodafone, Rakuten beta testing results \+ Updates on Google services partnership \+ Initiation of Research Coverage by Goldman Sachs, Morgan Stanley, Stifel, others \+ Expansion of 6x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit and more \+ FCC 5G Fund grant \+ Progress on +40x Block-2 BlueBirds in currently in production \+ Micron production to support 6x a month by end of Q3 2025 \+ Production ramp to 6x satellites a month by the end of 2025, currently at 2-3x satellites per month (as of 9/4) \+ Speculation: strategic investment by Apple, Blue Origin/Amazon, Microsoft, KSA PIF, Mubadala, ADIA, others? \+ Proposal for PNT service accepted by FCC as alternative to GPS \+ Delivery of $50-75M of Revenue expected in 2H 2025 \+ Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in 2026 \+ Securing +$500M of EXIM and IFC non-dilutive funding \+ Procurement of additional spectrum unlocking SiriusXM partnership and/or Echostar spectrum sharing deal \+ Pursuit of L- and S-Band spectrum licenses globally \+ Catalysts the SpaceMob have yet to contemplate
KSA and Israel are the ones I know
You could use KSA but admittedly it doesn't have the same ring to it
Wall street usually does what retail don’t expect. Will be buying more on Tuesday. However i must say that it’s painful as hell holding and averaging down for 4 years. Great product and bad management is all i can say, hoping they will find a strong CEO and ramp up profits and delivery numbers specially after KSA factory is fully up and running. Some more UBER news could follow or technology deal or new partnership can help its SP. lets see until next year.
I was going to say Lucid is essentially a bespoke car builder, but actually 20,000 units puts them fairly similar to Rivian and their struggle to put out 45,000 units. So Lucid is actually producing a lot more than I thought. Lucid is mostly a vehicle to launder KSA influence money though isn’t it?
This sounds like KSA... I'll stay in 'murica, tyvm
Literally not one of those exists as you represent it. For example, take the Abraham Accords. KSA, Syria, and Lebanon are not involved. There’s more I could say but I will restrain myself….
He literally did. Peace in the middle east, Abraham accords with KSA, Syria, and Lebanon, gaza deal, iran has no nuclear capability, iran deal and China deal
The Chinese have canceled buy orders of US Shale for 90days in a row. The short answer is that when the outflow from the Persian Gulf restricts, the supply side in the US will be leveraged to cover the loss. China, Japan and South Korea come to mind. That - and the fact that KSA has continued to put product to sea, anticipating a shortage due to war and trying to capture additional market space. Next week will be important to futures. And just in time for the scheduled OPEC release for July of new inventory.
Simpler for Iran to just destroy KSA's oil export facilities instead of mining the strait.
Yeah, Iran and Saudi Arabia have been adversaries for a long time. If it were that easy to force a regime change in KSA, Iran would have done it. You're simply talking out of your ass.
Iran is open to diplomacy insofar as they get to keep their nuclear program and their regime. If Iran gets nukes, KSA and Turkey get nukes next and maybe even Iraq and UAE and suddenly the whole region is a tinderbox.
>Again, you’re spinning yourself into a doom spiral. Idk what makes you think this, I'm not saying this is WW3 or the end of the world or something, just that Iran and its proxies have a *ton* of ways to cause oil prices to skyrocket. It's long been a pillar of their deterrence plan, and if the regime thinks they're in trouble there's little stopping them from doing so out of spite. >Iran has been disrupted and... nothing that bad happened. Iranian oil hasn't been disrupted at all, nor have they attempted to disrupt global oil... yet. My point is that this conflict and US involvement in it, raises the likelihood of that happening significantly. >Turns out lots of people have oil to sell and they scoop the market share seamlessly. You really shouldnt comment on things you clearly have zero understanding of. >We’re not even engaged with Iran and you’re already imagining 3 countries going offline. I'm not. Your response to my OP was talking about risk. My response therefore discussed the risks associated with the conflict, which includes possible disruptions to oil output from Saudi, Iran, and Iraq. My entire point is that the market does not appear to be factoring in the huge potential risks of a major conflict with Iran, so I pointed out some of those risks. I didn't say those things *will* happen, only that there's a growing risk they *might*. >For the blink of an eye. Then it rapidly returned to $60-70 Oil prices didn't return to the $70 range for over a year after the 2022 spike, and only entered the $60 range in late **2024**. Again, you clearly have no idea what you're talking about. >You can let yourself imagine a doomsday collapse of world economies without there being demand destruction. I never said anything about a "doomsday collapse of world economies" at all. I said there's a good chance that the price of oil skyrockets, which would be bad for the economy... >You imagine that Iran who is too overwhelmed to even handle Israel is somehow going to own us. Then you go further and throw Iraq and KSA in there. Where did I say anything about Iran "owning us"? Seriously, you're tilting at windmills here. What I said is that Iran and its proxies (which it doesnt have full control over mind you) have many ways of targeting Iraqi and Saudi oil output as well. We saw attacks by Iran/Houthis a few years ago on Saudi oil facilities for instance. The PMF in Iraq are a powerful force that could target Iraqi oil facilities as well. Again, the entire point of my posts isn't to suggest a nightmare scenario or something, just to point out the very real *risk* of high oil prices the conflict could bring about, and noting that I'm surprised that the market seems to be largely ignoring those risks.
> Its a global market, if there are major disruptions to one of the world's biggest producers Again, you’re spinning yourself into a doom spiral. Iran has been disrupted and... nothing that bad happened. Iran and others have restricted *themselves* and nothing that big really happened. Turns out lots of people have oil to sell and they scoop the market share seamlessly. > (or more, Iraqi and Saudi oil are both in striking distance of Iran and its proxies), See, this is what I mean with the spiral. We’re not even engaged with Iran and you’re already imagining 3 countries going offline. > it will send prices sky high in the US too. Keep in mind, the price of oil went to more than $150 a barrel 3 years ago after the Russian invasion of Ukraine. For the blink of an eye. Then it rapidly returned to $60-70 > What does any of that have to do with what I'm saying? It doesnt have to be a Covid-level disruption of daily life for it to be disastrous for the economy and for corporate profits. You can’t have it both ways. You can let yourself imagine a doomsday collapse of world economies without there being demand destruction. > Who's saying anything about an "imagined doomsday weak economy"? You imagine that Iran who is too overwhelmed to even handle Israel is somehow going to own us. Then you go further and throw Iraq and KSA in there.
ABC had an update saying they were apparently reaching out to KSA, Qatar, etc. to call the US to open negotiations back up.
Keep in mind that China 🇨🇳 continued to cancel buy order for US Shale. So you can place puts on oil but not for long. We’ve been over supplied for months so 2.5million bpd is about to be removed from market. OPEC has a set release of additional crude in July - pre planned - but only by 350k bpd. So prices will just jump as value shifts into a smaller supply. Until then, KSA among others, can fill the gap in deliverables to China that will be lost in the strikes or closing of the Straits. It’s going to get even gnarlier for the oil markets if the trade talks between the 🇺🇸 and 🇨🇳go sideways. The USA has 22 billion in open bonds and China has sold off a considerable sum in recent times. But the get a ton of discounted petroleum from Iran and lot from Russia. Im short on Russian LNG in the Arctic because they are next.
Keep in mind that China 🇨🇳 continued to cancel buy order for US Shale. So you can place puts on oil but not for long. We’ve been over supplied and something has had to give...so 2.5million bpd is about to be removed from market. OPEC has a set release of additional crude in July but only by 350k bpd. So prices will just jump as value shifts into a smaller supply. Until then, KSA among others, can fill the gap in deliverables to China that will be lost in the strikes or closing of the Straits. It’s going to get even gnarlier for the oil markets if the trade talks between the 🇺🇸 and 🇨🇳go sideways. Im short on Russian LNG in the Arctic because they are next.
4/10. Small caps are for trades and not good during high rate cycles. They will be good coming out a recession. Why make it so complex? 10% AVDV seems high. I’d rather buy some global ETF’s. KSA, a German one, Mexico maybe, EUAD a good European defense. Add gold or silver. I have PAAS and AEM, but SIL or SIVR for less risk maybe for you. BTC is missing. And long term treasuries I don’t see the point.
Looking at Saudi ETF KSA with all the attn and investing going in and out of the Kingdom during this administration. Or opening up an account with IBKR and looking at specific companies to invest in in the Tadawul stock exchange. Also looking at silver, PAAS and some junior rare earth companies.
I’d ask you if you’ve ever been dropped in your head as a kid but this feels deeper. I’ll start with this, firstly this is UAE not KSA, but given the rest of your comment I’m not even surprised you can’t make the difference. Now second of all since you wanna go there the age of consent to marry in the UK just 150 years ago was 12 keep this in mind. In the bible Isaac was with Rebecca between the age of 12-14 in the bible - no numbers given just with the maths given from the bible, as for the Prophet and Aisha the marriage was consumed after she had hit puberty. My point is, today’s standards will always be different from what used to happen a very long time ago, 200 years ago if you’re 18 years old still living at home and jobless you would seem like a useless tool whereas today it’s normal in America and Canada Now don’t think to hard and go deeper about this and instead go enjoy the rest of your weekend
Leverage. He had significant properties in all 3 countries, especially KSA AND UAE.
Since you seem informed, where does KSA land on the depth chart?
Guess its not finalized yet? Otherwise why does KSA get the grandiose presentation?