Fatih Birol, the head of the International Energy Agency, has called this “the greatest global energy security threat in history” — much worse than the 1970s oil crisis, the Covid pandemic or Russia’s invasion of Ukraine in 2022. This conflict has disrupted a bigger share of the global oil and gas trade, and there is no way to quickly fill the gap.
#Iran #Trumpism #collapse #economics #oil #macroeconomics #war #Israel
https://www.nytimes.com/2026/04/01/opinion/oil-crisis-iran-electric-solar.html
Opinion | Remember the Oil Shocks of the ’70s? This Is Going to Be Worse. Much Worse.

Higher oil prices and limited supply will accelerate a turn toward cleaner technologies, especially in Asia and Europe.

The New York Times
Let us hope that the junta believes the myth that governments can only create currency with congressional, (or parliamentary) approval #macroeconomics #politics
Bottom-up Tesla analysts focus on battery tech and FSD, but macro forces tell a different story: elevated Treasury yields, liquidity contraction, and geopolitical shocks are overwhelming $TSLA's technological advantages. New analysis examines why financial fragility matters more in today's high-rate environment. https://post.kapualabs.com/2p82fze3 #Tesla #MacroEconomics #Investing #StockAnalysis
Tesla's ambitious scaling meets macro headwinds: 525bps Fed rate hikes increase financing costs, while geopolitical risks threaten semiconductor equipment imports. Deep dive on capital intensity under strain. https://post.kapualabs.com/2p85pepr #Tesla #Macroeconomics #Investing #Semiconductors $TSLA
The Great Tech De-Rating: How Tesla's $TSLA capital-intensive Terafab program & geopolitical dependencies intersect with rising yields to amplify valuation risk. Case study analysis: https://post.kapualabs.com/2xerfhbe #Tesla #TechStocks #MacroEconomics #Investing
You Can't Vote Away Colonialism ft. Fadhel Kaboub

YouTube
#ModernMonetaryTheory #facts, real #macroeconomics What YOU need to understand to save Medicaid.. Food Stamps.. Medicare.. Social Security, ... ..or for you to ever have any hope of Democrats not continuing to be despised by half of the working class and smashed with MAGA-like hammers forever...

If you’ve been watching commodities lately, you probably have a severe case of whiplash. Gold briefly breached $5K, silver went parabolic, and then... the bottom seemingly fell out in March.

#GoldRates #SilverRates #Commodities #Investing2026 #PreciousMetals #MarketVolatility #MacroEconomics #Finance #Gold #Silver #CommoditiesMarket #Investing #Economy #Trading2026

https://reportrave.com/gold-silver-rates-explained-factors-affecting-prices-in-2026/?utm_source=mastodon&utm_medium=jetpack_social

Gold & Silver Rates Explained: Factors Affecting Prices in 2026 - Report Rave

If you’ve been watching the commodities market lately, you probably have a severe case of whiplash. I know I certainly do. We walked into 2026 expecting a relatively standard, predictable financial landscape. Instead? We got a geopolitical and economic thriller. Earlier this year, precious metals were absolutely touching the sky. Gold breached the mythical $5,000...

Report Rave
The Next Financial Crisis: How AI, Shadow Banking & Energy Shocks Will Break the Global Economy

YouTube