Beiträge von Blue Horseshoe

    neuer Zwischenstand:

    hier eine hervorragende zusammenfassung von ronan manly, der ganze artikel ist zu lang zum einstellen, daher gekürzt, vollständig unter https://www.bullionstar.com/bl…w-below-1-billion-ounces/





    LBMA Silver Inventories fall to a near 6 Year Low below 1 billion ounces


    One trend in the precious metals markets which has yet to get widespread
    coverage but deserves more attention is the plummeting inventories of
    physical silver in the London vaults of the London Bullion Market
    Association (LBMA). These
    comprise vaults in and around London run by the bullion banks JP Morgan, HSBC and ICBC Standard Bank, as well as the London vaults of three security operators, Brinks, Malca-Amit and Loomis. London sub-Billion Market Association


    ....


    Silver Market Deficit


    While this time around in July 2022, the ETFs and other transparent holdings account for about 63% of all the silver in the LBMA London vaults, the situation for the LBMA is still worrying. LBMA silver vault inventories are at a five and a half year low, and in total are less than 1 billion ounces. The declining inventory trend is still intact each and every month since November of last year.
    But why is there a large outflow of silver from the LBMA London vaults? Why has a net 173.5 million ozs (5,398 tonnes) of silver left the LBMA vaults since early December 2021?
    COMEX eligible inventory (silver which is not registered for COMEX trading), does not explain it, since COMEX eligible inventory has not really moved much overall during that time.


    [Blockierte Grafik: https://static.bullionstar.com/blogs/uploads/2022/07/comexstockpileEligible-2-year.png]COMEX eligible category silver inventories, 2 years, end date 26 July 2022. Source:


    COMEX registered inventory (which is available for COMEX trading) may explain as small portion of the London outflows, but not a lot. COMEX registered inventory have been plummeting consistently during the year so far and actually have continued to plummet since early 2021. COMEX registered inventory is now at a 4 year low of 59.63 million ozs, having begun 2022 at 80 million ozs (and begun 2021 at 150 million ozs. But still, a net 20 million ozs disappearing from registered COMEX this year does not explain a net outflow of over 160 million ozs of silver from London in the same timeframe.


    [Blockierte Grafik: https://static.bullionstar.com/blogs/uploads/2022/07/comexstockpile-Regd-2-year.png]COMEX registered category silver inventories, 2 years, end date 26 July 2022. Source: More realistically, the fact that the global silver market is


    (with demand greater than supply) – and after having been in deficit in 2021 for the first time in years – can help explain why the London silver inventories (and the COMEX registered inventories) are being drained.
    Because as everyone knows, when demand is greater than supply the market has to find supply by tapping above ground stockpiles, both reported inventories (such as the LBMA and COMEX stockpiles), and also unreported inventories (those custodian stockpiles which remain opaque and secretive around the world).
    If you look at the
    , physical silver supply is growing very slowly and will be about 32,000 tonnes for 2022. On the demand side, demand for silver is growing strongly in all components, from industrial demand to photovoltaic demand, to jewelry and to silverware. And in terms of investor demand (for coins and bars), 2022 is shaping up to be at least as strong as 2021.


    Conclusion


    Renewed strength in the #SilverSqueeze movement with a momentum in taking physical silver off the market would undoubtedly be a real headache again for the bullion banking cartel. For this reason the bullion bank paper traders are continually motivated to paint the tape and bring down the paper trading generated silver price, while not allowing it to break out to new multi year highs above $30.
    Likewise, as witnessed in early 2021, the bullion banking cartel is terrified of the silver-backed ETFs gobbling up greater percentages of the London LBMA vault stocks. If you were a detective, you might say that this explains why, since mid April, the silver price has been falling. Because since mid April, there is a strong positive correlation between sharp falls in the silver price and sharp falls in the amount of silver held in silver-backed ETFs (such as in SLV and the Deutsche XTrackers ETFs). It’s as if they are inducing the ETFs to shed silver by creating a lower silver price to literally flush silver out of the ETFs.


    [Blockierte Grafik: https://static.bullionstar.com/blogs/uploads/2022/07/etftotchangeAG-6-Months.png]

    https://kazatomprom.kz/en/medi…ations_and_trading_update
    Kazatomprom 2Q22 Operations and Trading Update


    belegt mitunter mittels public information was ich seit langem schreibe, das bewegung in den term market/long time contracts kommt, hier eine steigerung um 90,66% zum vorjahreszeitraum.


    In the term market, contracting activity was substantially higher than in the previous year, with third-party data indicating that contracted volumes totaled about 71.5 million pounds U3O8 (~27,500 tU) through the first six months of 2022, compared to about 37.5 million pounds U3O8 (~14,400 tU) in the same period of 2021. The increase in term market activity resulted in an increase of the average long-term price by US$17.50/lb U3O8 year-over-year, to US$49.75/lb U3O8 at the end of the second quarter of 2022 (reported only on a monthly basis by third-party sources).


    bg bh

    Danke für die Infos. Ich werde 210 Pflanzen in Reihe mit einem Pflanzabstand von 1 bis 1,5 m bewässern müssen.

    schau dir mal https://www.netafim.de/ und https://www.leakypipe.co.uk/ an.

    sondern ca 20cm hoch in der Luft.

    zu "ungebau", zu viel verdunstung.

    kam dahin wohl aus Israel.

    ja, die israelis haben damit begonnen und eine agrar-revolution ausgelöst(stichwort negev wüste)
    https://hasbarafellowships.org…aels-ingenious-invention/


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    bg bh

    Escobar: How Comfortable Are You With The US Dollar?


    The SCO and other pan-Eurasian organizations play a completely different – respectful, consensual – ball game. And that’s why they are catching the full attention of most of the Global South.


    The meeting of the SCO Ministerial Council in Tashkent this past Friday involved some very serious business. That was the key preparatory reunion previous to the SCO summit in mid-September in fabled Samarkand, where the SCO will release a much-awaited “Declaration of Samarkand”.
    What happened in Tashkent was predictably unreported across the collective West and still not digested across great swathes of the East.
    So once again it’s up to Russian Foreign Minister Sergei Lavrov to cut to the chase. The world’s foremost diplomat – amidst the tragic drama of the American-concocted Era of Non-Diplomacy, Threats and Sanctions – has singled out the two overlapping main themes propelling the SCO as one of the key organizations on the path towards Eurasia integration.

    1. Interconnectivity and “the creation of efficient transport corridors”. The War of Economic Corridors is one of the key features of the 21st
    2. Drawing “the roadmap for the gradual increase in the share of national currencies in mutual settlements.”

    Yet it was in the Q@A session that Lavrov for all practical purposes detailed all the major trends in the current, incandescent state of international relations. These are the key takeaways.
    How comfortable are you with the US dollar?
    Africa:
    “We agreed that we will submit to the leaders for consideration proposals on specific actions to switch to settlements in national currencies. I think that everyone will now think about it. Africa already has a similar experience: common currencies in some sub-regional structures, which, nevertheless, by and large, are pegged to Western ones. From 2023, a continental free trade zone will start functioning on the African continent. A logical step would be to reinforce it with currency agreements.”
    [/quote]Belarus – and many others – eager to join the SCO:
    “There is a broad consensus on the Belarusian candidacy (…) I felt it today. There are a number of contenders for the status of observer, dialogue partner. Some Arab countries show such interest, as do Armenia, Azerbaijan and a number of Asian states.”
    [/quote]Grain diplomacy:
    “In regard to the issue of Russian grain, it was the American sanctions that did not allow the full implementation of the signed contracts due to the restrictions imposed: Russian ships are prohibited from entering a number of ports, there is a ban on foreign ships entering Russian ports to pick up export cargo, and insurance rates have gone up (…) Financial chains are also interrupted by illegitimate US and EU sanctions. In particular, Rosselkhozbank, through which all the main settlements for food exports pass, was one of the first to be included in the sanctions list. UN Secretary General A. Guterres has committed to removing these barriers to addressing the global food crisis. Let’s see.”
    [/quote]Taiwan:
    “We do not discuss this with our Chinese colleague. Russia’s position on having only one China remains unchanged. The United States periodically confirms the same line in words, but in practice their ‘deeds’ do not always coincide with words. We have no problem upholding the principle of Chinese sovereignty.”
    [/quote]Should the SCO abandon the US dollar?
    “Each SCO country must decide for itself how comfortable it feels to rely on the dollar, taking into account the absolute unreliability of this currency for possible abuses. The Americans have used this more than once in relation to a number of states.”
    [/quote]Why the SCO matters:
    “There are no leaders and followers in the SCO. There are no situations in the organization like in NATO, when the US and its closest allies impose one line or another on all other members of the alliance. In the Shanghai Cooperation Organization, the situation that we are currently seeing in the EU does not arise: sovereign countries are literally being ‘knocked out’, demanding that they either stop buying gas or reduce its consumption in violation of national plans and interests.”
    [/quote]Lavrov was also keen to stress how “other structures in the Eurasian space, for example, the EAEU and BRICS, are based and operate on the same principles” of the SCO. And he referred to the crucial cooperation with the 10 member-nations of ASEAN.
    Thus he set the stage for the clincher:
    “All these processes, in interconnection, help to form the Greater Eurasian Partnership, which President Vladimir Putin has repeatedly spoken about. We see in them a benefit for the entire population of the Eurasian continent.”
    [/quote]Those Afghan and Arab lives
    The real big story of the Raging Twenties is how the special military operation (SMO) in Ukraine de facto kick-started “all these processes”, as Lavrov mentioned, simultaneously leading towards inexorable Eurasia integration.
    Once again he had to recall two basic facts that continue to escape any serious analysis across the collective West:
    Fact 1: “All our proposals for their removal [referring to NATO-expansion assets] on the basis of the principle of mutual respect for security interests were ignored by the US, the EU, and NATO.”
    Fact 2: “When the Russian language was banned in Ukraine, and the Ukrainian government promoted neo-Nazi theories and practices, the West did not oppose, but, on the contrary, encouraged the actions of the Kyiv regime and admired Ukraine as a ‘stronghold of democracy.’ Western countries supplied the Kyiv regime with weapons and planned the construction of naval bases on Ukrainian territory. All these actions were openly aimed at containing the Russian Federation. We have been warning for 10 years that this is unacceptable.”
    [/quote]It’s also fitting that Lavrov would once again put Afghanistan, Iraq and Libya in context: “Let us recall the example of Afghanistan, when even wedding ceremonies were subjected to air strikes, or Iraq and Libya, where statehood was completely destroyed, and many human lives were sacrificed. When states that easily pursued such a policy are now making a fuss about Ukraine, I can conclude that the lives of Afghans and Arabs mean nothing to Western governments. It’s unfortunate. Double standards, these racist and colonial instincts must be eliminated.”
    Putin, Lavrov, Patrushev, Madvedev have all been stressing lately the racist, neocolonial character of the NATOstan matrix. The SCO and other pan-Eurasian organizations play a completely different – respectful, consensual – ball game. And that’s why they are catching the full attention of most of the Global South. Next stop: Samarkand.

    Saudi Energy Minister Prince Abdulaziz bin Salman held a meeting with Russia’s Deputy Prime Minister, Alexander Novak on 29 July in Riyadh to discuss energy cooperation between the two countries.
    The meeting reinforced Riyadh and Moscow’s commitment to the OPEC+ agreement to preserve a stable oil market and maintain supply and demand, according to a Russian government statement.
    Moscow and the kingdom “are firmly committed to the goal of the OPEC+ agreement on preserving market stability and restoring the balance of supply and demand,” the Russian statement said.
    The meeting, which will set quotas for oil production in the hopes of balancing global prices, comes ahead of an OPEC+ meeting scheduled to take place on 3 August.
    It also comes one day after reports that OPEC+ and its allies are considering keeping oil output unchanged this month, despite calls from the west and the US to increase output.
    Earlier this month, the kingdom more than doubled the amount of Russian oil it imported during the second quarter of 2022, fulfilling summer cooling demand and freeing up the kingdom’s own crude for export, according to data reviewed by Reuters.


    https://thecradle.co/Article/News/13661

    Es ist daher sinnvoll, zu billigen Preisen soviel wie möglich rauszuballern, wenn man dem System Habeck schaden will. Wer das nicht kann oder will, muss das natürlich nicht machen.

    ich denke da kann ich dich beruhigen, noch mehr "fucked up" geht kaum mehr als was diese "regierung"
    angerichtet hat. da spielt ein bisschen privater verbrauch mehr oder weniger schon keine entscheidende rolle mehr...

    Erst wenn sich die Lohn/Preisspirale anfängt zu drehen haben wir eine richtige Inflation.

    nein, die löhne müssen nicht unbedingt mitsteigen wenn zb. die energiepreise weiter eskalieren.
    inflation = geldmengenausweitung hatten wir ja mehr als genug im system




    nun folgt, beinflusst durch weitere faktoren der preisauftrieb(teuerung)


    offiziell:
    [Blockierte Grafik: https://finanzmarktwelt.de/wp-content/uploads/2022/07/verbraucherpreise-2-scaled.jpg]


    oder etwas realer betrachtet näher an den daten von john williams


    [Blockierte Grafik: http://www.shadowstats.com/imgs/sgs-cpi.gif?hl=ad&t=1657719371]


    bg bh

    Mein Gastarif kostet derzit noch 3,3 ct kw/h. Ab September ggf. 17, nochwas ct/ kwh beim örtlichen Versorger. Das ist Faktor 5,2. Dann kostet das im Jahr nicht 1.500 € sondern über 7.000 €.


    Ich frage mich, ob dann was ganz anderes als Inflation oder Deflation kommt, nämlich ein Zusammenbruch der Wirtschaft.

    knapp umrissen -
    schreiben viele andere hier und meine wenigkeit seit jahren, das wir eine sehr hohe wahrscheinlichkeit haben, eine richtig schöne stagflation zu bekommen.
    mittlerweile ist das ja eindeutig erkenntbar ->usa zwei quartale mit negativem wachstum = rezession
    dazu kommt es durch verfehlte politiken(geldpolitik, sozialpolitik, energiepolitik/umweltpolitik, außenpolitik..)
    nun dazu das sich die geldmengenausweitung(inflation) zur finanzierung des ganzen auf die preise auswirkt(teuerung).


    bg bh

    Foreign Minister Sergey Lavrov : Member countries of the African Union


    Editorial Comment: Mr Lavrov’s visits to Arab states, the Arab League, and African states can only be described as a stunning victory and a complete triumph for diplomacy. A short overview is included in the second part of this Operation Z situation report: http://thesaker.is/sitrep-oper…z-collapses-and-progress/
    https://thesaker.is/foreign-mi…ies-of-the-african-union/


    ..
    When our American colleagues felt in the past that there was a threat to their interests, tens of thousands kilometers from the American coast, be it Yugoslavia in 1999, be it Iraq in 2003, be it Libya in 2011, and many other occasions, without any hesitation, without explaining anything to anybody, very often on false pretexts, they just started military operations levelling cities, killing hundreds of thousands of civilians, like it happened in Iraq in the city of Mosul which was literally levelled. The same happened to Raqqa in Syria, where dozens and hundreds of corpses have been lying for weeks unattended and I don’t recall the progressive civilized community raising any big noise about that situation.
    When the Russian Federation, not just overnight, but for the last ten long years has been drawing the attention of the United States and its allies to the unacceptable policy which they have been promoting on Ukraine, building Ukraine as a stronghold to contain Russia, pumping more and more modern arms in Ukraine, planning to build naval and military bases in that country and encouraging in all possible ways Russophobic policies of its leaders; when in 2014 we categorically protested to the West that in spite of its guarantees, the opposition in Ukraine staged a bloody coup and when they came to power, the first thing they did was to demand to cancel the status of the Russian language which has been the historical language of Ukraine from the very beginning. They also demanded the Russians to get out of Crimea. They sent armed groups to storm the Parliament of Crimea and then the eastern part of Ukraine protested against the coup.
    The putchists called them separatists, terrorists and started a full-fledged military operation against them. And the West as I’ve said, which had guaranteed only a few days before that – guaranteed a peace deal between the former president and the opposition, the deal which provided for creation of a government of national unity and early elections, – this deal was disrupted overnight and the opposition bragged that they created the government of the winners.
    See the difference: the government of national unity and the government of the winners. This was an invitation for the civil war because the opposition called part of its own citizens “losers” while the opposition became “winners”.
    So when this all started we managed, together with some other countries, to stop it in February 2015 – Minsk Agreements were signed – keeping Ukraine one-piece.
    The eastern territories of Ukraine that originally after the coup declared independence were persuaded not to insist on independence and to agree to stay inside Ukraine by these Minsk Agreements, provided they are given a special status. First of all, the right to use the Russian language.
    This was endorsed by the Security Council and this was systemically and totally ignored and sabotaged by the Kiev regime with the encouragement of the West.
    There was no direct dialogue between Kiev and those territories in spite of the fact that this was directly demanded from the Ukrainian regime by the Security Council.
    And few weeks ago the former President of Ukraine P.Poroshenko who signed the Minsk Agreements, proudly stated to the media that “When I was signing it, I never intended to implement it. We just needed more time to get more weapons from the West in order to enable us to resolve the problem of Ukrainian East by the use of force.” Very honestly.
    But this is totally neglected by the West. So we have been knocking on the door of our Western colleagues at least since 2013, telling them that this is absolutely a red line when you create a direct threat to the Russian Federation just on our borders. When you create a Russophobic state, which during all these years, managed to pass series of laws, prohibiting – physically, literally, – the use of Russian language in education, in culture, in media, and even in day-to-day life.
    And at the same time, legislation was passed to legalize neo-Nazi theories and practices. Neo-Nazi battalions with swastikas and insignias of Waffen-SS, have been mushrooming in Ukraine and becoming the cornerstone of the Ukrainian Army.
    It’s a very radicalized country. They glorify the collaborators of Hitler condemned by the Nuremberg Tribunal and all this is being done with silent encouragement by the United States and the European Union. And the process which I’ve described was accompanied by the Western attempts, not attempts – policy – to pull Ukraine into NATO.
    Dozens of military exercises of NATO with Ukraine were held on Ukrainian territory with an obvious anti-Russian dimension. The efforts of Russia during all these years – it was not just, you know, we say today that this is a threat and excuse us, but we need to remove this threat. It has been happening for at least ten years.
    When we’ve told our Western colleagues, “Guys, why are you pulling Ukraine to NATO? You know that this is a hostile organization vis-a-vis Russia, they were telling us, ‘Don’t worry, it will not be detrimental to your security.’”
    Russia, as any other self-respectful country has the right to determine itself what is good for its security and what is not. In that case, NATO members led by the United States, opted to decide for us what is good for the Russian Federation.
    We reminded them that many years ago in 2010, they all signed up a declaration saying that the Organization of Security and Cooperation in Europe will be based on the principle of equal and indivisible security, which means that any country can choose alliances, but no country has the right in choosing alliances to increase its security at the expense of the security of other countries. And that no single organization in Europe can pretend to dominate the security space.
    NATO is doing exactly this. And NATO, of course, is strengthening the security of its own at the expense of the security of the Russian Federation, because the borders of NATO have been moved just to the borders of Russia.
    So we told them, “Guys, political commitments to which your presidents and prime ministers put the signatures don’t work. Let’s make this principle that the security is indivisible and must be equal for all, let’s make it legally binding.”
    And we suggested to them respective treaties several times. First, back in 2009 and the last attempt was in December of 2021. And they told us, “Look gentlemen, first there would be no legally binding security guarantees except for NATO members. And second, as regards Ukraine, the relations between NATO and Ukraine are none of your business.” And that was the end of it.
    ..
    auch die sektion der fragen und antworten, lesenswert...
    ein vollständiger read lohnt sich wie ich finde, da sich der post schon an der zeichengrenze bewegt,
    link zum übersetzen(sollte eigentlich jeder bereits kennen): https://www.deepl.com/translator


    bg bh

    keine allzu-schlechte doku mit erstaunlich vielen wahrheiten von arte
    Poker um eine neue Weltordnung

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    bg bh

    Das die phösen Amis exorbitante Mengen Wasser für
    Pools, Rasen,..., Felder herausnehmen wird nur nebenbei erwähnt...

    zusätzlich kamen die letzten jahre große mengen hinzu die aus den stauseen abgelassen wurden zum umweltschutz.


    bg bh

    Poland / Special Economic Zone Signs Agreement For Potential Deployment Of 10 Small Reactors
    https://www.nucnet.org/news/sp…0-small-reactors-7-5-2022


    https://www.world-nuclear-news…ld-ten-SMRs-for-Polish-in
    US small modular reactor (SMR) developer Last Energy has signed a Letter of Intent with Poland's Legnica Special Economic Zone (LSEZ) and DB Energy on the construction of a power plant consisting of ten SMRs with a combined capacity of 200 MWe. The agreement also includes a power purchase agreement with a minimum length of 24 years by LSEZ and its tenants.



    UK gives go-ahead for EDF's Sizewell C nuclear plant construction
    https://www.reuters.com/busine…nuclear-plant-2022-07-20/


    Belgium / Government And Engie Reach ‘Initial Agreement’ On Extensions For Doel-4 And Tihange-3
    https://www.nucnet.org/news/go…-4-and-tihange-3-7-1-2022


    Eskom submits safety case to extend Koeberg’s operation
    https://www.world-nuclear-news…-to-extend-Koebergs-opera


    Westinghouse And EDF To Work Together On EnCore Deployment In France
    https://www.nucnet.org/news/ac…core-deployment-in-france



    bg bh


    Uranium is charging up and will heavily outperform #natgas if we break the bullish wedge



    Cameco Coporation is bouncing off the 7th and last buying opportunity in the Livermore accumulation pattern. This might be the last chance with these prices for a long time



    und news nuscale/smr


    NRC Moves to Issue Final Design Certification for NuScale Nuclear Module

    The Nuclear Regulatory Commission (NRC) has indicated it will certify NuScale’s 50-MWe (160 MWth) small modular reactor (SMR) design, marking another definitive milestone for the reactor vendor and its technology prospects.
    https://www.powermag.com/nrc-m…r-nuscale-nuclear-module/



    bg bh