I'm Irfan. After years in the crypto trenches, I blog to share real insights—stripping away the hype to give you a clearer view of the market. Let’s navigate it
🚨 SAUDI ARABIA JUST BECAME THE BIGGEST WAR PROFITEER IN HISTORY
Saudi Arabia is America's closest ally. And they are getting rich from a war America is fighting. Here is the proof.
💀 Saudi exports BEFORE the war: 6,660,000 barrels per day. 💀 Saudi exports NOW: 3,330,000 barrels per day. 💀 That is a 50% DROP.
💀 Oil price BEFORE the war: $67 per barrel. 💀 Oil price NOW: $130 per barrel. 💀 Saudi added $19.50 per barrel premium on Asian buyers. 💀 That is the HIGHEST premium in history.
⚠️ They are selling HALF the oil at DOUBLE the price with a RECORD fee on top. ⚠️ The math says they are making MORE money than before the war.
⚠️ The IEA called this the largest supply disruption in global oil market history. ⚠️ The supply loss is 10,000,000 barrels per day. OPEC+ fixed 206,000 of it. On purpose.
Let that sink in.
Now the part nobody will say out loud.
Saudi bypassed the Strait of Hormuz entirely. Their East-West pipeline now carries 7,000,000 barrels per day to the Red Sea.
Korean and Indian refiners are rerouting to Saudi's Yanbu port for the first time ever.
Saudi does not need Hormuz open. Saudi was NEVER going to suffer from Hormuz closing.
And Gulf states including Saudi Arabia, UAE, Kuwait, and Bahrain are PRIVATELY urging Trump to keep fighting Iran. They want Iran weakened further before any ceasefire deal happens.
Because every week of war is another week of record oil prices. Every week of record prices is another week of record Saudi revenue.
If Saudi wanted Hormuz reopened, why did they spend billions on a pipeline to avoid it?
If Saudi was suffering, why are they charging the highest markup in history right now?
If Saudi is a loyal ally, why are they privately pushing for more bombing of a country America is already bombing?
Complete silence.
This is not an oil story. This is not a US-Iran story. This is a war profiteering story.
And the profiteer is the country hosting American military bases.
i lose followers every time i post the hard truth.. and i post it anyway.
15. 🇹🇿 Tanzania — 60 t 15. 🇨🇴 Colombia — 60 t 15. 🇧🇫 Burkina Faso — 60 t 13. 🇲🇱 Mali — 70 t 13. 🇧🇷 Brazil — 70 t 10. 🇿🇦 South Africa — 100 t 10. 🇵🇪 Peru — 100 t 10. 🇮🇩 Indonesia — 100 t 9. 🇺🇿 Uzbekistan — 120 t 6. 🇲🇽 Mexico — 130 t 6. 🇰🇿 Kazakhstan — 130 t 6. 🇬🇭 Ghana — 130 t 5. 🇺🇸 United States — 160 t 4. 🇨🇦 Canada — 200 t 3. 🇦🇺 Australia — 290 t 2. 🇷🇺 Russia — 310 t 1. 🇨🇳 China — 380 t
(Note: Data estimated for 2024; latest available in early 2026. Top 17 account for ~76% of global production. Remaining 780 t distributed among other countries, each with less than 60 t.)
Source: U.S. Geological Survey – Mineral Commodity Summaries 2025
The global silver market is expected to remain in a deficit for a sixth consecutive year.
Since 2021, global reserves of silver in vaults has declined by 762 million oz. Industrial demand has grown for solar panels, electronics, chips, EVs and many other products.
Companies like Samsung are going direct to miners and cutting deals to secure silver supply. Supply has never been this tight.
Meanwhile silver miners are struggling to maintain current production levels. Globally, silver mine production is expected to decline by 2%, even while prices are at record levels.
I only own two silver mining stocks. I focus on the stocks that 1) are profitable and 2) have the ability to increase production in the coming years.
Aya (ticker AYASF) and Silver X (ticker AGXPF).
Aya is my top pick. They are producing 6 million oz now at their Zgounder mine. But the real goal is their next mine Boumadine. That one will produce 37 million oz of silver equivalent starting in 2029. So Aya will grow it's revenue and profits by 6x to 7x, even if silver and gold prices just remain at current levels.
In reality, silver prices are likely to increase from here in the coming years. The demand is increasing and the supply globally is trending down. $HIGH $MOVR $RAVE
In 1973 OPEC cut oil and brought America to its knees.
In 2026 America blockaded Hormuz and is dominating the energy field.
Same country. Completely different position.
The US went from importing 12M b/d net → to exporting 12M b/d net.
That one flip changed everything:
🛢️ Oil price spike used to HURT America → now it PAYS America 🇸🇦 Saudi used to hold the cards → now needs US security ☢️ Iran war in 1973 = domestic fuel crisis → in 2026 = record US exports 💵 Petrodollar still works but now from strength, not dependence
The classic petrodollar fear was:
"We need their oil, so we can't upset them."
The new reality: "They need our security, our markets and our dollars."
🇮🇷 Iran has officially “CLOSED” the straight of Hormuz again.
The military stated that the Strait of Hormuz has “returned to its previous state” after the U.S. allegedly refused to lift its blockade on Iranian ports.
The U.S. sits on 46 billion barrels of proved crude oil reserves, with 60% of that locked in dense underground rock.
The Permian Basin, which stretches across West Texas and southeastern New Mexico, pumps out 6.6 million barrels a day on its own, more than every OPEC country except Saudi Arabia.
Zoom out, and the U.S. is the single largest oil producer on the planet at 13.6 million barrels a day, out-producing both Russia (9.1M) and Saudi Arabia (9.3M).
On natural gas, it isn't close:
America produced a record 43.2 trillion cubic feet in 2025, roughly a quarter of the world's supply and more than Russia and Iran combined.
The U.S. sits on world-class reserves and out-produces every petrostate.
The main reason for WW1 was Berlin-Baghdad Railway.
The railway passthrough mostly German allies except Serbia... therefore UK helped to create "Black Hand" underground intelligence for Serbians. It was a Black Hand operative that killed the Archduke of Austria.
If USA wins in #Iran, that means two things for #China: No oil resource without US approval except from #Russia and end of new Silk Road.
I guess markets think that China will just watch that like a movie with rest of us.
I worked in Singapore for 7 years and had desks in China. I had talked to many senior CCP members and I learned their history well.
China will not sit back and watch the movie.
But before all that... what do u expect China to do with the rest of US Treasuries they have.... when a possible military crash is more likely than ever? Do you expect China to keep $600 billion in US Treasuries?
This was one of the reasons I had in mind when I told you to stay away from bonds even if you are gullible enough to believe in #CPI numbers.
Whatever system crooks designed to make oil futures trade 50% off or stocks to go up no matter what relies on the currency..... US Dollars... and that relies on rates, especially long term rates....
Before moving to any position to engage with USA, China will get rid off its dollar positions first. We will witness things we have not seen in our life times.
NEW 🇮🇷: Iran Rejects Temporary Ceasefire with U.S.
Deputy Foreign Minister Saeed Khatibzadeh: Iran REJECTS any temporary ceasefire and is demanding a complete halt to every active conflict in the region.
"From Lebanon to the Red Sea" is now a red line. Every front, every flashpoint, all at once or nothing.
On the Strait of Hormuz, Khatibzadeh was careful but pointed: it's in Iranian territorial waters, has "always been open," but the reminder itself is the message. $MOVR $SOON $TST