Die einzige Lösung für Europa👇
what's even real anymore?😅
Immer wieder gerne dabei @SchweizerMonat
Kann alles noch übel werden...
Starmer coming out against Trump's war in the Middle East so that he can focus on Ukraine. Another war which is also bankrupting Britain. Insane.
South Korea is lifting a cap on coal-fired power generation (until now set at 80% of capacity) to offset the loss of LNG
The flexibility of Asia to performan gas-to-coal switching (and its enormous coal-fired fleet) provides a layer of insulation that Europe didn't have in 2022
Der Krieg am Persischen Golf trifft asiatische Volkswirtschaften besonders hart. Heute in Tichys Börsenwecker mit @PhilippMattheis eine Rundschau von China bis Indien.
https://www.tichyseinblick.de/podcast/tichys-boersenwecker-am-16-maerz-2026/
Thailand Risks Technical Recession if Oil Stays Above $120 for 6 Months, KKP Says
Thailand could face a technical recession if global oil prices remain above $120 per barrel for six months, according to KKP Research, which warned that the country is particularly vulnerable to rising energy costs due to its heavy reliance on imports.
The warning comes as crude prices have recently surged above $100 per barrel, with Brent crude trading around $104–105 per barrel amid escalating tensions in the Middle East and concerns about potential supply disruptions.
KKP said Thailand is a net energy importer equivalent to about 6.5% of GDP, the highest in the region, meaning higher oil prices would hit the economy through slower growth, rising inflation and a weaker trade balance as energy import costs increase.
In its latest outlook, the research unit raised its 2026 GDP growth forecast to 1.8% from 1.6%, citing stronger-than-expected economic activity in the fourth quarter of 2025. However, the escalating conflict in the Middle East poses a major risk to the outlook.
KKP said that if crude oil remains above $120 per barrel for six consecutive months, Thailand’s economic growth could fall below 0.7%, pushing the country into a technical recession, while inflation could rise to around 2%. Under its base-case scenario, the firm expects the conflict to be temporary, with oil prices eventually easing back to around $60–70 per barrel.
Before the conflict escalated, Thailand’s economy had shown modest improvement, supported by tourism recovery, stronger electronics exports—particularly hard disk drives—and greater political stability following the formation of a coalition government between the Bhumjaithai and Pheu Thai parties.
KKP also raised its 2026 foreign tourist arrival forecast to 35.1 million, noting broader growth from ASEAN, Europe, India and Russia, which helps reduce reliance on Chinese visitors. However, the research unit warned that high household debt, weak domestic credit growth and pressure on local manufacturers from low-cost imports continue to weigh on the economy.
#Thailand #ThaiEconomy #เศรษฐกิจ #เศรษฐกิจไทย #น้ำมัน #ราคาน้ำมัน #สงครามอิหร่าน #ช่องแคบฮอร์มุซ #StraitOfHormuz
BREAKING: President Trump is considering putting boots on the ground to seize Iran's Kharg Island, per Axios.
Details include:
1. The move appears to be contingent on if tankers remain bottled up in the Persian Gulf
2. Trump is working to assemble a coalition of countries to reopen the Strait of Hormuz and hopes to announce it later this week
3. No country has publicly committed to Trump's coalition to reopen Strait of Hormuz yet
4. Kharg Island accounts for 90%+ of Iran's oil production
We expect another highly eventful week ahead.
*DUBAI TEMPORARILY SUSPENDS FLIGHTS AT INTERNATIONAL AIRPORT
For years, Dubai, the UAE and Qatar have presented themselves as bulletproof tax havens and sanctuaries for the global elite. Just four years ago, Qatar hosted the 2022 World Cup, signaling the region's arrival as the world’s playground.
Today, the reality has shifted. These past two weeks have severely tested that reputation. For the ultra-wealthy, 0% tax means little if physical safety is at risk. The reputational damage may be permanent if the elite begin to rethink living or visiting there for good.
Ok, also @TuckerCarlson kommt wahrscheinlich ins Gefängnis, bevor irgendjemand wegen der #EpsteinFiles ins Gefängnis kommt...
Asia is the most exposed region to a shortage of LNG:
~85% of LNG transiting the Strait of Hormuz is destined for Asia, with limited rerouting options.
Korea, Thailand, and Taiwan are running LNG trade deficits of -1.5% of GDP, meaning they are the most vulnerable to shortages.
Japan, the world's 2nd-largest LNG importer, is also deeply exposed at -1.0% of GDP.
China is the biggest importer in volume terms, but its deficit as a % of GDP is almost flat due to the size of its economy.
The LNG shortage is a major energy risk for Asian economies.
Tucker has everything a reasonable man could want: A beautiful family, many good friends, he’s adored by millions, a warm and welcoming home, a staff that loves him, influence. He’s not egotistical, or driven by lust, or greed.
Ask yourself: Would he risk it all for Iran? Why???
BREAKING: US Energy Secretary Wright says the Iran conflict will end in the “next few weeks,” with oil supplies rebounding and energy prices falling once the war concludes, per ABC News.
This likely won’t be enough to calm oil markets.
Old family photos can really bring a tear to your eye.
Netanjahu sollte der Weltpresse in Tel Aviv zeigen, wie wenig Schaden die iranischen Luftangriffe angerichtet haben. Damit könnte er zugleich die Effizienz der israelischen Flugabwehr dokumentieren. Es gibt nur ein geringes Risiko für israelische Zivilisten. Aber vielleicht hat er einen grippalen Infekt, der ihn daran hindert.
Alle B-„Recherchen“ und Posts zum Thema Epstein und Kindesmissbrauch, weltweite Verwicklungen, Verbindungen nach Deutschland von @BRechercheteam in einem Screenshot.
Prioritäten.
Noch Fragen?
Wie Framing durch Mainstream-Medien funktioniert Beispiel 8475.
Kein Beleg, keine These, Artikel hinter Paywall - aber jeder, der die Überschrift liest, denkt: "Och nee, wenn der Antisemit ist, höre ich das lieber nicht an."
Breaking: Chinese major banks are planning to restrict the purchase of the Accumulated Gold and tighten the delivery of physical gold.(Chinese Securities)
This is the Rubymar. It sank in March 2024 in the Bab el-Mandeb after the Houthis said they were targeting only U.S., U.K., and Israeli-linked ships.
* Belize flag
* Marshall Islands owner, with a UK address on its papers
* Lebanese management
* Unclear insurance
* Saudi commercial link
* Bound for Bulgaria with fertilizer cargo
This is the problem with the “test” Iran is now proposing: what exactly is a U.S., Israeli, or allied ship?
Do they mean:
* the country whose flag it flies?
* the country of ownership?
* the country of management?
* the country of insurance?
* the country of commercial links?
* the origin or destination of the cargo?
Once you run down that list, a huge share of global shipping has some U.S., U.K., or Israeli lineage somewhere in the chain.
Russian, Iranian, and Chinese shipping may pass that test more easily. But those ships were already moving this week anyway.
So, what has really changed here? Not the risk. Just the branding.
Strategic reserves likely cannot solve the oil crisis:
A coordinated G7 SPR release would only deliver ~1.2 million barrels of oil per day, according to JPMorgan estimates.
Historically, emergency releases have peaked at ~1.4 million barrels per day.
However, the US reserve operational flexibility is likely to be lower than the 1.0 million barrels per day pace seen in 2022, given ongoing site modernization work and lower inventories.
Meanwhile, ~16 million barrels per day remain stuck inside the Gulf due to the Strait of Hormuz blockade.
A 1.2 million barrels per day release rate against a 16 million barrels per day shortfall covers just 7.5% of the gap.
Emergency reserves can buy time, but they do not replace lost supply or resolve flow constraints.
Falls sich noch jemand eine Erklärung sucht, warum die #FDP tot ist, hier wäre noch einer:
One of the most informative accounts about the global flow of energy. I've been following @anasalhajji since the beginning of the Russia-Ukraine war and he's been on the ball.
There are widespread reports on Iran allowing "any country aside from the US and Israel" to pass through the Strait of Hormuz.
If this is true, China and India alone will be able to restore nearly 7 million barrels of oil supply PER DAY.
In other words, ~39% of the 18 million barrels per day of supply currently offline due to the Strait of Hormuz closure would return to the market.
This would be massive news if confirmed.
When you discover the CIA has been reading your texts in order to frame you for a crime.
BREAKING: Meta, $META, is planning sweeping layoffs that could affect 20% or more of the company, per Reuters.
Details include:
1. Meta seeks to offset "costly" AI infrastructure bets
2. Top executives have signaled plans to senior leaders at Meta and told them to begin planning how to pare back
3. If Meta settles on the 20% figure, the layoffs will be the company's largest since 2022
AI-based layoffs are accelerating.
Since the Iran war began:
1. US has lifted sanctions on Russian oil for the first time since the Ukraine war began
2. Oil futures posted their largest weekly gain in history, rising +34.5%
3. The S&P 500 has erased -$2 trillion in market cap in 10 trading days
4. Iran is considering allowing oil trade through the Strait of Hormuz to resume if done with Chinese Yuan
5. The world has seen the largest disruption to global energy markets in history
6. US strategic oil reserves are set to hit their lowest since the 1980s
It has only been 2 weeks.
The houthis will be chill about this right?
BREAKING; President Trump says the US in conjunction with "many countries" is sending war ships to the Strait of Hormuz to keep it "open and safe."
Trump also calls on China, France, Japan, South Korea, the UK, and others to send war ships to Hormuz.
Über 350.000 ukrainische Männer im wehrfähigen alter sind vor dem Krieg nach Deutschland geflüchtet - titelt die @welt heute - nach vier Jahren!
Ich habe die Zahlen als Bundestagsabgeordneter sein Beginn des Krieges regelmäßig von der Bundesregierung abgefragt und fortlaufend den Medien zur Verfügung gestellt. Niemand aus dem Mainstream hat sie vier Jahre lang veröffentlicht.
Stattdessen lief auf allen Kanälen Propaganda über kampfwillige Ukrainer. Jeder, der sich gegen den Krieg äusserte, wurde zum Agenten Moskaus gestempelt.
Die Wahrheit ist eine andere: Den Krieg wollen nur die Militärs und alle jene, die daran verdienen. Normale Menschen wollen keinen Krieg. Und schon gar nicht wollen sie darin als Kanonenfutter elendig krepieren.
Jeder, der es vier Jahre lang geleugnet hat, ist an den zahlosen Toten mitschuldig. Dieser Konflikt hätte längst beendet worden sein. Seine Fortsetzung war nur durch die westliche Finanzierung möglich. Die Ukraine war schon zu Beginn pleite.
In case you want to / have to leave a region for whatever reason (e.g. war), Bitcoin by far is the best asset as you can take it with you. Real estate is by far the worst.
Total value of global real estate 330 Billion - Bitcoin 1,4 Billion. That will change a lot in the future.
Iranian tankers back to loading at Kharg this morning despite yesterday’s US strikes on the island, which currently stages the vast majority of Iranian exports.
Geopolitische Energiekrisen eskalieren und 🇩🇪 glaubt immer noch an Stahlwerke mit grünen Strom. Solche „Investitionen“ entstehen nur wegen Subventionen und politischem Druck, nicht wegen Marktlogik. Industriepolitik ohne Kostenrealismus gefährdet Wettbewerbsfähigkeit und Standort
🇮🇷🇨🇳Iran is considering allowing a limited number of oil tankers to pass through the Strait of Hormuz, provided that the oil cargo is traded in Chinese yuan, a senior Iranian official tells CNN.
#OOTT
https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-13-26?post-id=cmmpcq82c00003b70tjac6mdo
🚨🚨🚨BREAKING: US has bombed Kharg Island, home to a major Iranian oil export terminal.
In a social media post, Trump says he spared the island's oil infrastructure - but warned Tehran he would reconsider his decision if the Strait of Hormuz remains closed.