blindpig1966 Profile picture
Anti Globalist,Sound money, history, geopolitics, family, health, cyclical commodities, Uranium Bull. Not financial advice. Anti woke. DYODD.

Jan 3, 2023, 16 tweets

Here's the bottom line economically for the foreseeable future. We have entered a time of great geopolitical paradigm shifts from a unipolar world to a multipolar world. The most important component to all economies is energy both from oil n gas AND nuclear (uranium) Opec+

is no longer controlled by the U.S and hasn't been since August 2021. Putin has his finger on that control lever now with his partners in the middle east, Africa, Asia n Sth America. Putin also controls the Enriched Uranium Product on the planet. Providing by some accounts, up to

50% that goes to the west for their nuclear plants, without which some of them would have to close. Vladimir Putin has the wests energy requirements by the balls and they have no response to overcome that anytime soon. Thinking you'll get a soft landing is short sighted hubris.

I'd expect several more rounds of inflation and a half a decade of this energy paradigm. With energy at the heart of every economies health, Vladimir Putin is the cardiologist right now.

Here's some perspective regarding inflation surges in the 70's and the duration of said surges. Do with this as you wish but consider how much worse that decade would have been if the U.S had 145% debt/GDP ratio and no control over oil and Opec. That's a telling scenario.

Post BRICS+ summit, the Brics added U.A.E, Saudi Arabia, Iran, Egypt and Ethiopia. It should be noted ABOVE ALL that the Brics now control 70% of the global oil production. Add the rest of the African Union AND Venezuela and it's easy to see the Brics controlling 80%. This

glaring point reinforces my original post. Brics now control the vast majority of the global energy production. Add to that the 3 commodity exchanges in Shanghai, Moscow and Gujarat and the overwhelming majority of commodity demand PRICING will be controlled by Brics+ very soon.

Controlling the energy and commodity pricing simply means that the west no longer controls it's own economic destiny. Without derivatives, western effects on commodity pricing is lost as Brics refuse to use them citing: real price discovery is created by real sales of real things

by real customers. Derivatives are fake paper contracts not indicative of actual SUPPLY n DEMAND fundamentals. It bastardizes real price discovery. Something the Brics and every miner on the globe wants. More to come......

Unroll @thredreaderapp

The new war in Palestine is a next step in the multipolarity push. Nowhere was this openly discussed and I have zero proof of it's validity. It's my own observation and a necessary required event that needs to happen to re-establish a long lasting peace and security in the middle

east, where vast oil n gas reserves are located. Something the U.S has controlled or had great influence over since 1971 and before going back to Iran in the 50's. Without a zionist Israel in the middle to disrupt peaceful existence and create extremist factions to create

division and stir up military events all designed to allow the U.S to maintain some control over oil prices via millitary means and a vast derivative infrastructure. Without Israel in that region, the United States loses ALL INFLUENCE in the region, and with Brics+ controlling

close to 70% of global oil, when that derivative structure starts to unwind, 💥. I maintain that the objective for Brics+ is to take away ALL of the USAs commodity pricing, starting with the most important one, energy. After they accomplish this, other commodities will follow.

@threadreaderapp unroll please

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