Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🏭 🇷🇺 📈 Russia’s new economy may end up prolonging its war
🔶️ "Russia’s economy grew by 3.6 per cent in 2023 and is projected to expand by over 3 per cent in 2024."
🔶️ Fiscal spending has focused on supporting war-related production. Direct military spending more than tripled to over $100bn (6 per cent of GDP) relative to the pre-2022 invasion of Ukraine. With over a quarter of Russia’s government expenditure hidden from the public, the actual war-related spending is likely to be substantially higher.
🔶️ Russia now boasts 6,000 military-industrial enterprises, a notable increase from the prewar figure of less than 2,000. These establishments collectively employ over 3.5mn individuals who operate round-the-clock, with three shifts and six-day workweeks becoming the norm.
⚡️ Much of this success relies on the expansion of the military-industrial complex.
🔶️ Since Russia’s full-scale invasion of Ukraine, the workforce in this sector has expanded significantly, with at least half a million new employees. Additionally, these salaries have surged by 20 per cent to 60 per cent since the onset of the war, and many companies are offering exemptions from the military draft.
🔶️ Industrial output is also on the rise, propelled by sectors such as metal products, machine building and chemical production. This can be at least partially attributed to the military-industrial complex.
🔶️ Should the authorities attempt to halt militarisation, a hard landing could add pressure to the government, which already resorts to oppression to maintain power. Internal conflicts over limited resources may also intensify. Considering these challenges, it may be the more pragmatic choice for the government to continue militarising.
https://archive.ph/SSjYD
📎 Financial Times
🔶️ "Russia’s economy grew by 3.6 per cent in 2023 and is projected to expand by over 3 per cent in 2024."
🔶️ Fiscal spending has focused on supporting war-related production. Direct military spending more than tripled to over $100bn (6 per cent of GDP) relative to the pre-2022 invasion of Ukraine. With over a quarter of Russia’s government expenditure hidden from the public, the actual war-related spending is likely to be substantially higher.
🔶️ Russia now boasts 6,000 military-industrial enterprises, a notable increase from the prewar figure of less than 2,000. These establishments collectively employ over 3.5mn individuals who operate round-the-clock, with three shifts and six-day workweeks becoming the norm.
⚡️ Much of this success relies on the expansion of the military-industrial complex.
🔶️ Since Russia’s full-scale invasion of Ukraine, the workforce in this sector has expanded significantly, with at least half a million new employees. Additionally, these salaries have surged by 20 per cent to 60 per cent since the onset of the war, and many companies are offering exemptions from the military draft.
🔶️ Industrial output is also on the rise, propelled by sectors such as metal products, machine building and chemical production. This can be at least partially attributed to the military-industrial complex.
🔶️ Should the authorities attempt to halt militarisation, a hard landing could add pressure to the government, which already resorts to oppression to maintain power. Internal conflicts over limited resources may also intensify. Considering these challenges, it may be the more pragmatic choice for the government to continue militarising.
https://archive.ph/SSjYD
📎 Financial Times
Wise words from the Chair of the Council of Economic Advisers, the agency providing the President with economic advice on domestic and international economic policy.
https://twitter.com/DylanLeClair_/status/1786349596358377710
He has no clue about what he talking about
https://twitter.com/DylanLeClair_/status/1786349596358377710
He has no clue about what he talking about
X (formerly Twitter)
Dylan LeClair 🟠 (@DylanLeClair_) on X
Wise words from the Chair of the Council of Economic Advisers, the agency providing the President with economic advice on domestic and international economic policy.
#Bitcoin
#Bitcoin
TRAVEL RULE is coming enforced at the exchange near you KYCed
https://twitter.com/Adelgary/status/1786489568465678542
https://twitter.com/Adelgary/status/1786489568465678542
Forwarded from Song of Oil and LNG
🇺🇸🇸🇦 U.S. and Saudi Arabia on Verge of Nuclear Agreement
Reports from Western media indicate that the United States and Saudi Arabia are nearing a nuclear agreement that could pave the way for enhanced relations with Israel.
The impending pact between the US and Saudi Arabia is poised to offer security assurances to the kingdom and delineate a potential route to establishing diplomatic ties with Israel, contingent upon the cessation of hostilities in Gaza by the Israeli government. As per Bloomberg's sources, the agreement encompasses commitments from the U.S. military to safeguard Saudi Arabia.
Simultaneously, the agreement is expected to stipulate reductions in Riyadh's trade with China. In exchange, Washington will extend assistance to Saudi Arabia in developing its own nuclear technology, while American enterprises will undertake the development of the kingdom's uranium reserves.
#USA #SaudiArabia
@songofoil
Reports from Western media indicate that the United States and Saudi Arabia are nearing a nuclear agreement that could pave the way for enhanced relations with Israel.
The impending pact between the US and Saudi Arabia is poised to offer security assurances to the kingdom and delineate a potential route to establishing diplomatic ties with Israel, contingent upon the cessation of hostilities in Gaza by the Israeli government. As per Bloomberg's sources, the agreement encompasses commitments from the U.S. military to safeguard Saudi Arabia.
Simultaneously, the agreement is expected to stipulate reductions in Riyadh's trade with China. In exchange, Washington will extend assistance to Saudi Arabia in developing its own nuclear technology, while American enterprises will undertake the development of the kingdom's uranium reserves.
#USA #SaudiArabia
@songofoil
Forwarded from Song of Oil and LNG
🇮🇳🇷🇺 India Resumes Oil Imports from Russia
Indian Oil Corporation has reinstated its procurement of Russian crude oil, facilitated by tankers operated by PAO Sovcomflot.
According to vessel tracking data, the Suezmax tanker Vladimir Tikhonov discharged approximately 1 million barrels of Urals crude at Paradip port on Thursday. This marks the first instance of a vessel owned by a sanctioned Russian tanker company delivering crude since the SCF Baltica unloaded fuel oil near Sikka in Gujarat state last week.
Kpler reports indicate that India's daily crude oil imports from Russia surged to over 1.9 million barrels in April, reaching the highest level since July. Both Urals and Sokol supplies witnessed a significant increase compared to the previous month. Conversely, imports from Iraq and Saudi Arabia, India's second and third largest oil suppliers, saw reductions.
Moreover, at least five Sovcomflot tankers transporting Urals have designated India as their destination for this month.
#India #Russia #oil
@songofoil
Indian Oil Corporation has reinstated its procurement of Russian crude oil, facilitated by tankers operated by PAO Sovcomflot.
According to vessel tracking data, the Suezmax tanker Vladimir Tikhonov discharged approximately 1 million barrels of Urals crude at Paradip port on Thursday. This marks the first instance of a vessel owned by a sanctioned Russian tanker company delivering crude since the SCF Baltica unloaded fuel oil near Sikka in Gujarat state last week.
Kpler reports indicate that India's daily crude oil imports from Russia surged to over 1.9 million barrels in April, reaching the highest level since July. Both Urals and Sokol supplies witnessed a significant increase compared to the previous month. Conversely, imports from Iraq and Saudi Arabia, India's second and third largest oil suppliers, saw reductions.
Moreover, at least five Sovcomflot tankers transporting Urals have designated India as their destination for this month.
#India #Russia #oil
@songofoil
Forwarded from Insider (Private)
According to SoSoValue, the Bitcoin spot ETF saw a total net inflow of $378 million yesterday, May 3, the first net inflow after net outflows in the past seven days. Grayscale ETF GBTC saw a rare single-day inflow of $63.0112 million. Fidelity ETF FBTC saw single-day net inflows of $103 million.
@Insider_leak_of_the_day
Share with your friends
@Insider_leak_of_the_day
Share with your friends
Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🇷🇺 🇺🇦 May 4th Russian kickoff | Armchair Warlord
"Over the last week or so we've begun to see Russian forces pushing forward across the length of the Ukrainian front line, with notable if modest successes on all axes. I've attached maps (h/t Rybar) showing some of their gains over just the last two days.
At the moment the Russians are mostly driving separate salients into the long-static front line and have not yet begun the process of generally rolling the line back or attempting to break through and rupture the front to begin a maneuver battle. With that being said I think it's safe to say we're in the opening stages of a Russian offensive, following on and building from their efforts to push the Ukrainian Army out of their fortress line in front of Donetsk (and out of artillery range of the city's civilian population) over the course of the winter.
Is this the main Russian strike? Extremely doubtful. We're likely looking at a shaping operation to pin the Ukrainian Army in place on the existing front line and force the commitment of any and all remaining AFU reserve forces prior to the hammer falling. Among other things there's an entire unengaged Russian operational group - Group "N" - hanging out on the "quiet" northeastern front along the prewar border that has yet to go into action in any serious way. We also haven't seen the sort of extremely heavy missile strikes that would precede a general offensive, although given reports of around 40 bombers airborne with no accompanying strike earlier this week the Russians may have conducted a dress rehearsal for them. And we definitely haven't seen what would be, to me, the largest indicator that we're looking at the real thing - Russian air assaults to seize key points behind Ukrainian lines a-la the war's opening operation at Gostomel Airport.
What immediately strikes me is that it's far from clear where the Russians will even aim their main effort, very much unlike the exhaustively-telegraphed Ukrainian offensive this time last year."
📎 Continued
"Over the last week or so we've begun to see Russian forces pushing forward across the length of the Ukrainian front line, with notable if modest successes on all axes. I've attached maps (h/t Rybar) showing some of their gains over just the last two days.
At the moment the Russians are mostly driving separate salients into the long-static front line and have not yet begun the process of generally rolling the line back or attempting to break through and rupture the front to begin a maneuver battle. With that being said I think it's safe to say we're in the opening stages of a Russian offensive, following on and building from their efforts to push the Ukrainian Army out of their fortress line in front of Donetsk (and out of artillery range of the city's civilian population) over the course of the winter.
Is this the main Russian strike? Extremely doubtful. We're likely looking at a shaping operation to pin the Ukrainian Army in place on the existing front line and force the commitment of any and all remaining AFU reserve forces prior to the hammer falling. Among other things there's an entire unengaged Russian operational group - Group "N" - hanging out on the "quiet" northeastern front along the prewar border that has yet to go into action in any serious way. We also haven't seen the sort of extremely heavy missile strikes that would precede a general offensive, although given reports of around 40 bombers airborne with no accompanying strike earlier this week the Russians may have conducted a dress rehearsal for them. And we definitely haven't seen what would be, to me, the largest indicator that we're looking at the real thing - Russian air assaults to seize key points behind Ukrainian lines a-la the war's opening operation at Gostomel Airport.
What immediately strikes me is that it's far from clear where the Russians will even aim their main effort, very much unlike the exhaustively-telegraphed Ukrainian offensive this time last year."
📎 Continued
Insider (Private)
X (formerly Twitter)
Rajat Soni, CFA (@rajatsonifnance) on X
MR. 100" JUST KEEPS BUYING
4,300 #Bitcoin in the last 24 hours 🤯
4,300 #Bitcoin in the last 24 hours 🤯
Leaderboard of National Assembly
Local Time: 18:15
Vote counted: ~10%
Mulino: 32.3%
Lombana: 21.8%
Torrijos: 15.8%
Roux: 15.2%
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Leaderboard of National Assembly
Local Time: 18:48
Vote counted: ~25%
Mulino: 33.3%
Lombana: 23.9%
Torrijos: 15.8%
Roux: 13.2%
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Leaderboard of National Assembly
Local Time: 19:30
Vote counted: ~53%
Mulino: 34.03%
Lombana: 24.66%
Torrijos: 15.84%
Roux: 12.07%
Zulay: 6.13%
Gaby: 5.98%
Maribel: 1.05%
Meliton: 0.2%
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Electoral Court decrees the victory of Jose Raul Mulino.
All the other candidates have publicly declared Mulino's victory.
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FelipeChannel
Leaderboard of National Assembly
Local Time: 21:00
Vote counted: ~88%
Mulino: 34.42%
Lombana: 25.04%
Torrijos: 16.02%
Roux: 11.24%
Zulay: 6.22%
Gaby: 5.75%
Maribel: 1.08%
Meliton: 0.21%
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Forwarded from Watcher Guru
Forwarded from Song of Oil and LNG
🇺🇸Surge in Natural Gas Demand Driven by Increase in U.S. Data Centers
The expansion of energy-intensive data centers is poised to trigger a significant rise in natural gas demand, as highlighted by TC Energy Corp., the largest natural gas pipeline operator in North America.
According to TC Energy, gas demand for data center operations is projected to surge by up to 8 billion cubic feet per day by 2030, constituting approximately 21% of the current U.S. fuel demand for power generation.
Data centers, leveraging artificial intelligence technology, are expected to propel the most substantial increase in demand for electric utilities in a generation. Alongside AI-powered computing data centers, the U.S. power grid faces additional strain from new factories and the growing electrification of various sectors, including vehicles and heat pumps.
Enverus Intelligence Research forecasts a growth of about 14 GW in the installed electrical capacity of data centers from 2023 to 2030, potentially resulting in an additional natural gas demand of around 2 billion cubic feet per day if fully supported by gas-fired power plants.
Consequently, amidst these developments, Europe may witness fluctuating access to LNG at escalating costs.
#USA #gas
@songogoil
The expansion of energy-intensive data centers is poised to trigger a significant rise in natural gas demand, as highlighted by TC Energy Corp., the largest natural gas pipeline operator in North America.
According to TC Energy, gas demand for data center operations is projected to surge by up to 8 billion cubic feet per day by 2030, constituting approximately 21% of the current U.S. fuel demand for power generation.
Data centers, leveraging artificial intelligence technology, are expected to propel the most substantial increase in demand for electric utilities in a generation. Alongside AI-powered computing data centers, the U.S. power grid faces additional strain from new factories and the growing electrification of various sectors, including vehicles and heat pumps.
Enverus Intelligence Research forecasts a growth of about 14 GW in the installed electrical capacity of data centers from 2023 to 2030, potentially resulting in an additional natural gas demand of around 2 billion cubic feet per day if fully supported by gas-fired power plants.
Consequently, amidst these developments, Europe may witness fluctuating access to LNG at escalating costs.
#USA #gas
@songogoil
Forwarded from Tupi Report 🇧🇷 • #FreeVenezuela
Media is too big
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"MISSION ACCOMPLISHED, DAMMIT, we are here because we have come with the majority vote of the people, like it or not."
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Forwarded from Tupi Report 🇧🇷 • #FreeVenezuela
Media is too big
VIEW IN TELEGRAM
"Leading Panama will be a giant task, in a country where the most important aspect of the campaign was identifying with the sentiment and outcry of the unwavering majorities of the country, who trusted in our proposal because they had hope of getting out of the hole they were put in over the last 10 years."
"My friend, mission accomplished, Ricardo. When you invited me to be vice president, I didn't imagine this scenario, but I took it on with enormous responsibility and humility. The Panamanian people, the vast majority who are our votes, the ones I need the most, that's our strong vote."
"You are not hiring a circus president, I won't be an entertainer or a TikTok dancer. We are going to work hard, very hard for Panama."
Source 🖇
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🇨🇦 Canada proposes a $25,000 penalty plus a 2x exit tax to citizens who leave the country.
I've been warning you: modern feudalism is coming to Western countries.
https://twitter.com/alexrecouso/status/1787196426247655560
I've been warning you: modern feudalism is coming to Western countries.
https://twitter.com/alexrecouso/status/1787196426247655560
X (formerly Twitter)
Alex Recouso (@alexrecouso) on X
🇨🇦 Canada proposes a $25,000 penalty plus a 2x exit tax to citizens who leave the country
I've been warning you: modern feudalism is coming to Western countries
I've been warning you: modern feudalism is coming to Western countries