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Iran Super Thread- Merged

Another interesting article from the folks over at Army Recognition that during OP Epic Fury, the Israelis deployed one of their Iron Dome systems to the UAE to protect the country from Iranian missiles. Truly one of those "Dogs laying down with Cats" scenarios.

Too bad they didn't offer the same assistance to Ukraine
 
Think of all the wars he could end! The Peace Prize CV keeps getting better!
Certainly no peace prize, but as pump prices hit the levels necessary to start influencing people to change their behaviour and move away from fossil fuels, presumably he'll be receiving several prestigious international environmental awards in the next couple of years from the people who have been advocating such outcomes for three decades.
 
Another interesting article from the folks over at Army Recognition that during OP Epic Fury, the Israelis deployed one of their Iron Dome systems to the UAE to protect the country from Iranian missiles. Truly one of those "Dogs laying down with Cats" scenarios.

The enemy of my enemy is my friend. And since Iranians aren’t Arabs….
 
Probably wont be the last casualty. Big blow to American cities and towns that might have an airport, but no train or bus service, especially in the middle of the country.

17,000 jobs up in smoke.
The weakest enterprises tend to fail first under financial stress. Spirit was inevitable; it's weakness was obvious from all the merger attempts. Most of the jobs might still be there if DoJ hadn't blocked the merger the company finally approved.
 
The weakest enterprises tend to fail first under financial stress. Spirit was inevitable; it's weakness was obvious from all the merger attempts. Most of the jobs might still be there if DoJ hadn't blocked the merger the company finally approved.

Jetblue is likely the next in line (in the US) for closing up shop, after that it could be almost any of them.

United and Delta are probably the 2 safest out of all American airlines.

As for Europe I'm not as familiar with their selection.
 
FFS, the missile failed, it just clipped it with a flight surface, for some reason they used a 9X. Any of those could result in the missile's behaviour.
There's a thing called momentum, maybe that's why the debris carried on for a second.
People are dumb.

Mick West over at his Metabunk webpage has seven pages where he and other skeptics discuss this video in detail.

 
hybrid vehicles while some have viewed as a transitionary middle step to BEV have not done well globally

To quote Carlos Ghosn, former CEO of Nissan-Renault, "A hybrid is like a Mermaid. When you want a fish, you get a woman. And when you want a woman, you get a fish."

The case for hybrids was much stronger when batteries were $1000/kWh 15 years ago. Now that batteries are $100/kWh (and dropping) they make less sense. We're reaching parity on purchase price starting with the smaller segments first. It just doesn't seem that way over here in North America, cause we drive huge vehicles.

On topic, a simple extrapolation of price trends has Brent hitting $200 between Mid July and September, with WTI doing the same between September and November. I assume past $150, we're going to see real and forced demand destruction. Substantial cuts in airline flights. Forced work from home in importing countries. COVID-esque strategies. And of course, eventually a recession severe enough to make that demand destruction moot. But that's racing against Iran's own economic collapse. I wonder when these timelines intersect.
 
Utterly brilliant however given what passes for modern management he or she was probably promptly fired.

He had quite a successful career. And was appointed as CEO of Amtrak later, specifically to bring his outside the box thinking.

 
No shit? Someone made a smart move on that one, well played.

It's not a perfect hedge. Obviously the refinery still has to pay for crude. What it was meant to be was reduce the premium and wild swings Delta paid for Jet fuel specifically. And I believe it meets something like 40-50% of their domestic fuel requirements.


The net effect right now is only 15%. But it's 15% their competitors don't have:

While it remains exposed to higher fuel costs and says its fuel bill will rise by about $2 billion in the second quarter, it also owns the Trainer refinery in Pennsylvania through Delta subsidiary Monroe Energy. At current prices, Delta says that the refinery will provide about $300 million of benefit in Q2, cushioning part of the same fuel spike that is hurting its rivals.

 
It's not a perfect hedge. Obviously the refinery still has to pay for crude. What it was meant to be was reduce the premium and wild swings Delta paid for Jet fuel specifically. And I believe it meets something like 40-50% of their domestic fuel requirements.


The net effect right now is only 15%. But it's 15% their competitors don't have:



It’s the exact same concept of having oil/gas holdings in your RSP/TSFA. The money you make off those investments offsets the increase in money you pay to fill up your vehicle or heat your house.
 
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It’s the exact same concept of having oil/gas holdings in your RSP/TSFA. The money you make off those investments offsets the increase in money you pay to fill up your vehicle or heat your house.

To a point. Good dividends. Poor growth. Typical of sunsetting sectors no matter how long that sunset is. I wouldn't overweight oil and gas especially after this war. There's a reason that even now so many O&G execs are refusing to drill more. They can trust that a peace deal and their extra drilling won't crash oil prices to under $50.
 
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