Beiträge von Blue Horseshoe

    The US Dollar’s Collapse Has Begun - How High WIll Gold Climb?

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    hab die recordings der vcric welche mich interessieren noch nicht alle durch... kann daher keine inhaltsangabe schreiben

    Copper Demand is Skyrocketing, But Supply is Collapsing - Here's what it means for you.

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    aufgrund seines Größenwahns und Unfähigkeit verlernt.

    so ist das denn so? sehe ich nicht so denn die puppenspieler wissen genau... auch welche marionetten wo und wie bewegt werden sollen/müssen.

    da bin ich ein wenig "verwundert", da ich mir eigentlich sicher bin, das du schon in etwa im bilde bist was im hintergrund geopolitische abläuft(gruppierungen, ziele)


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    im anhang des posts als pdf

    Issue

    No. 440

    Aug 2016

    ISPSW Strategy Series: Focus on Defense and International Security

    US war hawks’ Eurasia goal: Prevent Russo-German coalition, China’s OBOR project

    Dr Christina Lin

    © Institut für Strategie- Politik- Sicherheits- und Wirtschaftsberatung ISPSW

    Giesebrechtstr. 9 Tel +49 (0)30 88 91 89 05 E-Mail: info@ispsw.de

    10629 Berlin Fax +49 (0)30 88 91 89 06 Website: http://www.ispsw.de

    Germany

    US war hawks’ Eurasia goal: Prevent Russo-German coalition, China’s OBOR project

    Dr Christina Lin

    August 2016


    US divisive goal in Europe

    According to STRATFOR chairman George Friedman who advises the US security and intelligence community,

    while the US sees Russia as a threat, it sees Germany as a potential threat.

    In his February speech at the Chicago Council on Global Affairs, Friedman stated the primordial interest for US

    is to stop a coalition between Germany and Russia, because the combination of German capital and technology

    with Russian natural resources and manpower is the only one that can counter US dominance.

    Given NATO’s goal is “to keep the Russians out, the US in, and the Germans down,” US is now beefing up NATO

    and focused on establishing a “cordon sanitaire” or buffer zone (see map below) from the Baltics to the Black

    Sea in Central and Eastern Europe, and separate Germany from Russia.


    riedman sees Germany is “Europe’s basic flaw”, and blamed the EU crisis less on Greek debt than Germany’s

    manipulation and domination of the Euro to create a continental market for German exports. He expressed

    concern that Germany is “economically powerful and geopolitically fragile”, and if split off from its EU ties, it

    could look east toward Russia.

    In Eurasia, divide et impera China’s OBOR?

    While establishing a cordon sanitaire in western Eurasia, Friedman recommended the best US policy in central

    Eurasia is “divide et impera”, similar to what Reagan did by funding both sides in the Iran-Iraq war so they fight

    each other and not the US.

    Since US lacks the resources to occupy all of Eurasia, Friedman assessed the best policy is to support various

    contending powers (e.g., India, Pakistan) so they concentrate on themselves with political, economic, and mili-

    tary support, or conduct “spoiling attacks” such as in Vietnam, Iraq and Afghanistan to “throw them off balance

    like we did with al-Qaeda in Afghanistan.”

    However, al-Qaeda is stronger than before in Afghanistan and now Syria, and US support for Syrian jihadists

    have spawned IS that now threatens the three continents of Africa, Europe, and Asia.12 US strategy of throwing

    countries “off balance” to maintain dominance in the Mideast is actually what has helped fuel the global jihadi

    movement.

    Moreover, destabilizing and throwing countries “off balance” in Eurasia threatens China’s “One Belt, One

    Road” project (see map below) that would help Eurasian economic integration and reduce ungoverned space

    for terrorist organizations to thrive.

    Dann würde ich das mal anmerken, wenn man glaubt das Kanada nur eine Kanne voll Öl liefert und die USA nicht drauf angewiesen sind.


    Daten der US-Energiebehörde zufolge importierten die USA in den ersten acht Monaten des laufenden Jahres im Tagesdurchschnitt 6,64 Mio. Barrel Rohöl. Davon entfielen 4,08 Mio. Barrel täglich auf Kanada und 478 Tsd. Barrel täglich aus Mexiko. Kanada ist somit der mit Abstand wichtigste Öllieferant der USA, Mexiko der zweitwichtigste.

    Diese Mengen kurzfristig durch eine Steigerung der eigenen Produktion zu kompensieren, ist ein Ding der Unmöglichkeit,zumal das leichte schwefelarme US-Schieferöl ohnehin kein adäquater Ersatz für die schweren schwefelhaltigen Ölsorten aus Kanada und Mexiko ist. Schwere Ölsorten werden in den USA lediglich im Golf von Mexiko gefördert, wo die Ölproduktion stagniert.


    Rohölimporte aus Kanada und Mexiko sind für die USA nicht zu ersetzen | Societe Generale ideas News


    Ich würde es mal wieder viel Wind von Trump ansehen wenn er so argumentiert das die USA kein Öl braucht, weil Sie selber so viel haben. Die Realität holt ihn in 99% der Fälle immer ein.

    1. ging es nicht darum, sondern das es für kanada unmöglich ist da die verschiedenen eignen kanadischen landesteile über die us pipelines versorgt werden, siehe pipeline infrastruktur in nordamerika.

    2. es kommt inner darauf an worauf die raffinerien ausgelegt sind, durch fracking werden sehr leichte kondensate gewonnen, durch die ölsande schwere.

    3. canadas ölsand operations würden massive probleme bekommen.


    Refining & Marketing | Oil Sands Magazine
    Although Alberta produces over 4 million bbl/day of crude, local refining capacity is less than 500,000 bbl/day. Therefore, a majority of the province's oil…
    www.oilsandsmagazine.com


    REFINING EXPLAINED

    Crude oil is an intermediate petroleum product comprised of a variety of different hydrocarbons, each with a different molecular structure, composition and boiling point. Refineries fractionate the crude feedstock into different hydrocarbon components, which are blended into final products such as gasoline, kerosene, diesel, solvents, lubricants and petrochemical feedstock.

    Although all refineries serve the same purpose, they vary greatly in capacity, design and complexity. Different types of processing units allow for the production of different final products from different crude feedstocks.

    Refinery complexity is typically categorized as follows:

    • Low complexity (simple refinery) — Sometimes referred to as topping refineries, these facilities may only include an atmospheric distillation unit (ADU), and have no ability to upgrade the heavier portion of the barrel. Simple refineries are best suited for light sweet crude feedstock.
    • Medium complexity (cracking refinery) — These facilities have the ability to crack gas oil from the heavier portion of the barrel, converting them into gasoline and other fuel oils.
    • High complexity (coking refinery)—In addition to cracking capacity, these refineries are able to coke or thermally crack residue from the distillation units, producing naphtha and other fuel oils. Refineries with coking capacity are considered highly complex, and are often referred to as high conversion refineries.




    REFINING CAPACITY BY REGION

    SOURCE: EIA AND CER

    NORTH AMERICAN REFINING LANDSCAPE

    There are about 130 refineries in the US, with a total refining capacity of about 19 million bbl/day. The US Gulf Coast (USGC) is one of the largest refining hubs in the world, accounting for almost 10 million bbl/day of refining capacity. USGC refineries are highly complex, and represent one of the world's largest markets for heavy sour crude.

    The Midwest region has a refining capacity of over 4 million bbl/day, making it the second-largest refining hub in the US. The West Coast is the third largest, with a refining capacity of almost 3 million bbl/day. California refineries in particular are also highly complex, and process significant volumes of heavy sour crude, mostly produced within the state.

    Canada has 18 refineries, including three facilities that produce specialty products. Except for specialty facilities, all Canadian refineries have some cracking capacity, and are therefore considered to be of medium complexity, which limits their ability to process a large volume of heavy diluted bitumen from the oil sands.

    Imperial Oil's Sarnia Refinery is equipped with a sizeable coker, making it one of the more complex refineries in Canada. Suncor's Edmonton Refinery is the only Alberta refinery equipped with a coker. Alberta has mostly cracking refineries, since the "coking" function is performed by the bitumen upgraders.

    Canadian refineries run on a diet of about 75% light oil and 25% heavy. Light oil is a mix of conventional and synthetic, whereas domestic heavy oil usage is predominately from conventional oil fields. Refinery demand for Alberta crude is determined largely by the existing infrastructure and customer feedstock quality requirements.




    CANADIAN REFINERY DIET BY FEEDSTOCK TYPE (2022 DATA)

    SOURCE: STATISTICS CANADA

    REFINING ECONOMICS

    Refining margins are based on the differential between the purchase cost of the crude feedstock (crude slate) and the selling price of each product (product slate). This differential in feed and product pricing is known as the crack spread.

    A high conversion refinery has much greater flexibility than a simpler refinery, allowing it to purchase less expensive feedstock, while making a more profitable product slate. The trade-off is significantly higher upfront capital cost, as well as higher ongoing maintenance and operating costs. The ideal product slate can differ between regions due to differences in consumer preferences. For example, US refineries seek to optimize gasoline production, while European refineries aim for maximum diesel production.

    ALBERTA CRUDE BUYERS

    Alberta's oil sands produced over 1.8 million bbl/day of diluted bitumen in 2019, but only 7% (about 125,000 bbl/day) was processed in Canada. About 93% of the province's marketable bitumen production (1.7 million bbl/day) was exported to more complex refineries in the US.

    Alberta's bitumen upgraders produced 1.1 million bbl/day of synthetic crude (SCO) in 2019. About 25% was refined within the province, and another 25% was sold to other provinces, primarily Ontario and Quebec. The remaining 50% was exported to the US.

    BUYERS OF OIL SANDS CRUDE — DILBIT AND SYNTHETIC CRUDE (2019 DATA)


    SOURCE: STATISTICS CANADA

    Kanada ist eine Schnapsidee, was ihn dazu veranlasst ist sein Größenwahn alle herauszufordern um zu sehen was er dafür bekommt.

    nochdazu ist kanadas pipeline infrastruktur nicht vollständig und sie sind auf us pipelines für die selbstversorgung angewiesen. auch wenn gern etwas von "öl lieferstopp" seitens canadas politiker "gefaselt" wird.


    Could Canada really stop oil flow to the US in response to Trump tariffs?
    Canada, which sends nearly all its crude oil to the US, has little leverage as the US buys most of Ottawa’s products.
    www.aljazeera.com

    die sich dann mit der Inflationsrate auch noch verzinst

    nunja wenn du nicht "hordest" und das mdh egal ist... sondern alles zeitgemäß verbrauchst und damit wiederbeschafft wird, hält sich der effekt doch in grenzen ? jedenfalls bei uns... ;)


    ich würde es auch hassen wegen jeder kleinigkeit in einen laden rennen zu müssen.

    vernünftige rollierende vorratshaltung mit großem reservetank :thumbup:

    .

    Taugen eh zu gar nichts.

    einfach wieder zurück , meinetwegen 90er jahre, ich bin auch durchaus für eine allgemeine wehrpflicht oder ersatzdienst. will gar nicht wissen wie viele heute ausgemustert würden da nicht leistungsfähig :pinch:

    etwas disziplin früher im leben hat noch niemandem geschadet und verteidigungsfähig sollte ein land normalerweise ebenfalls sein....

    Nachweis für die Verbindung zwischen COVID und 5G

    https://pmc.ncbi.nlm.nih.gov/a…ranslres-2021-7-5-666.pdf


    gepulste strahlung ist nie gesund.


    ich hatte dazu mal einiges von wolfgang maes verlinkt, unter anderen "stress durch strom und strahlung".

    https://www.amazon.de/Stress-durch-Strahlung-Gesundes-Wohnen/dp/3923531222

    die ergänzungen gibts als pdf

    https://baubiologie.de/downloads/ergaenzungen-zu-stress-durch-strom-und-strahlung-a.pdf

    update kap - vorab inkai ist wieder in produktion // term prices über spot

    Kazatomprom 4Q24 Operations and Trading Update | Company Announcement | Investegate
    Comprehensive details of regulatory and non regulatory announcements from FTSE 100, 250, AIM and techMARK quoted companies
    www.investegate.co.uk


    Update on JV Inkai Operations

    As was announced on 2 January, JV Inkai LLP had to temporarily suspend its production activity at block No. 1 of Inkai deposit since 1 January due to absence of required approvals from the state authorities, resulted from delayed submission of the corresponding documentation.

    As of the publication date of this report, JV Inkai LLP has resolved the approval issue and has resumed its mining operations at block No. 1 of Inkai deposit. Potential impact of JV Inkai's production suspension on Kazatomprom's 2025 production plans is currently being assessed.

    Kazatomprom remains fully committed to fulfilling contractual obligations towards all existing customers and has sufficient level of inventories to comfortably manage its deliveries throughout 2025.

    Turning to demand-related developments, the following are worth mentioning:

    · China's first Guohe One (CAP1400) reactor with a capacity of 1,400 MW was connected to the grid at Huaneng Group's Shidaowan NPP on 4 November. The CAP1400 is a scaled-up version of the CAP1000 reactor based on the AP1000 design developed by the Westinghouse.

    · On 21 November, Brazil's National Nuclear Energy Commission extended Eletronuclear's operating license for Unit 1 of the Angra NPP by 20 years, now valid until 2044.

    · In December, EDF Energy announced extensions to the operational life of 4 nuclear power sites in the United Kingdom. Heysham 1 and Hartlepool Advanced Gas Cooled Reactor have been authorised to continue operating until March 2027, while Heysham 2 and Torness AGR plants will operate until March 2030.

    · Swiss utility Axpo announced its decision to secure the operation of the Beznau NPP by investing CHF 350 million (USD 400 million), thus extending the operations of the Unit 2 until 2032 and Unit 1 until 2033.

    · Chugoku Electric Power Co. announced the restart of Unit 2 at the Shimane NPP in Japan, following a 12-year shutdown after the Fukushima accident in 2011.

    · EDF reported that Flamanville 3, featuring a 1,630 MW EPR reactor, initially slated for commercial start-up in 2013 has been finally connected to the French grid.

    · Tohoku Electric Power Co. announced that Unit 2 at the Onagawa NPP has commenced commercial operation, marking it the first BWR restarted in Japan since the Fukushima accident in 2011.

    · Ontario Power Generation (OPG) announced that Unit 4 of the Pickering NPP, with a 500 MW CANDU reactor, was permanently shut down after more than 50 years of operation. Simultaneously, OPG is working on refurbishment of the Pickering Units 5-8 to bring them back online by the mid-2030s.

    · On 2 January, China National Nuclear Corporation announced that Zhangzhou NPP Unit 1, with a capacity of 1,000 MW, entered commercial operation just over five years after the start of construction. It is the first of six Chinese-designed Hualong One (HPR1000) reactors planned at the site.


    On the supply side:


    · Paladin Energy Ltd. announced revised production plans for its Langer Heinrich mine in Namibia for 2025. Following ongoing challenges and operational variability, the company lowered its 2025 output forecast from 4.0-4.5 million lbs U3O8 to 3.0-3.6 million lbs U3O8.

    · Canadian GoviEx Uranium, along with its subsidiary GoviEx Niger Holdings Ltd., commenced legal action against the Government of the Republic of Niger regarding the revocation of its mining license at the Madaouela deposit. The lawsuit was filed under the Convention on the Settlement of Investment Disputes between States and Nationals of Other States.

    · On 20 December, Orano confirmed that the ruling Government of the Republic of Niger had taken control of SOMAÏR, in which French company owns a 63.4% share and runs the Arlit uranium project. Another Orano asset in Niger had been facing challenges since June 2024, when the local government revoked Orano's mining license for Imouraren, one of the world's largest uranium deposits. In response, the French company initiated an arbitration procedure against the State of Niger late December. Furthermore, on 21 January, Orano has also initiated a second arbitration procedure against the State of Niger regarding the loss of operational control over SOMAÏR.

    · After a five-year suspension, operations resumed at the Lance in-situ recovery (ISR) uranium mine in Wyoming, USA starting 21 December. The project is owned by Australia's Peninsula Energy Ltd. through its U.S. subsidiary, Strata Energy Inc. The first batch of yellowcake from the site is expected in March 2025. Upon completion of construction, the mine's production capacity is projected to reach 2 million lbs U3O8 (769 tU) per year.

    · On 27 December, the Government of Mongolia announced that France's Orano Mining Group had submitted a preliminary development plan for the Zuuvch Ovoo ISR deposit. Initial investment in the project is estimated at USD 500 million, with total investment estimated at up to USD 1.6 billion. The preparatory stage is scheduled until 2027, with the first production expected in 2028 reaching its peak production of 2,600 tU (6.76 million lbs U3O8) by 2044.

    · On 10 January, the China Geological Survey announced that following extensive geological exploration activities carried out since 2021 a substantial uranium deposit was discovered in the Ordos Basin in the Jingchuan region. The discovery will significantly increase and enhance the security of China's uranium resources.


    Gibt es eigentlich schon Frühbucher Rabatte auf die Ressorts und Hotels die der Trump Schwiegersohn dort bauen will?


    nur mal am rande erwähnt ist die situation dort(gaza oder auch flüchtlingscamps) auch deshalb so, da die arabischen anrainerstaaten die flüchtliche nie aufgenommen haben und gaza am leben erhalten haben, auch hierüber druck ausüben zu können.


    die camps gibts auch noch 60 jahren noch

    60 years of shame: The Palestinian camps in Lebanon
    The Palestinian refugees in Syria were once the ones who had dignity in their lives, but in Lebanon most have had that stripped away
    www.middleeasteye.net


    wie oft wurde israel angeriffen?

    - fedayeen incursions (1950-1960)

    - sechstage krieg 1967

    - yom kippur krieg 1973

    ...


    ich will damit nur ausdrücken, jede medaille hat zwei seiten.

    ich sehe da wenig optionen auf einen lang anhaltenden frieden ohne das diese problematik gelöst wird. welche lösungsansätze mit aussicht auf erfolg gibt es denn....?

    1. wem soll ich sagen ich habe ein "zahlungmittel dabei"?

    du gehst also in den supermarkt und schreist estmal am eingang "ich hab geld zum zahlen dabei"

    [smilie_happy]

    2.keiner verlässt das haus ohne "bezahlmöglichkeiten", sollte früh gelernt werden immer zahlungsfähig zu sein

    3. wenn dieses thema aufkommt kläre ich meine mitmenschen sehr oft liebend gern über die unterschiede auf.


    Es ging nicht um die Definition des Geldes, sonder um die Fähigkeiten der FED eben Dollar zu drucken.

    dann bleib bei den richtigen definitionen || - gerade hier im goldseitenforum.