Minerals, metals, energy and climate @EurasiaGroup Formerly @washingtonpost @WSJ @TribLIVE “He seems well-meaning and is not terribly annoying." Views my own
Washington, DC
Joined May 2013
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Tim Puko retweeted
Don't. Fill. The. Silence.
The masterful political interview by @andersoncooper employs some great techniques: 1) don’t get goaded into sidebars 2) make it clear they haven’t answered the question 3) keep asking the question you want to have answered 4) and crucially, don’t fill the silence.
Tim Puko retweeted
Permitting reform?
“I'm just not going to devote whatever few brain cells I have left to something that's not going to happen,” Kennedy says after GOP lunch
Tim Puko retweeted
World's largest copper mine halts operations after worker death reuters.com/business/fatal-a…
Tim Puko retweeted
The war began in February under the premise that the US could accomplish regime change in Iran with a 3-day offensive.
Its latest chapter looks likely to end in August with a deal that acknowledges Iran's effective control over the Strait of Hormuz.
Tim Puko retweeted
3/1: "four to five weeks"
3/9: "very soon"
3/16: "won't be long"
3/23: "very good and productive conversations"
3/26: talks to end the war are “going very well"
3/29: "I think we'll make a deal with them, pretty sure"
4/1: “very shortly”
4/6: "They’ve made a proposal, and it’s a significant proposal."
4/8: ""A big day for World Peace!"
5/18: "we’ve had very big discussions with Iran"
5/23: "will be announced shortly."
6/1: "rapid pace"
6/11: "next few days"
Tim Puko retweeted
Without precedent. Japan in its peak year exported 6 million, half as many as China will export this year.
Tim Puko retweeted
outrageous. media companies need to find a way to get info out faster than in print. perhaps a way to publish instantaneously, and in a manner that could be updated as news develops. and what if, someday, you could somehow get the articles without having to go to a newsstand?
Tim Puko retweeted
Good to push back on this. If a food crisis is to develop it would be associated with the 2027 crops not the 2026 crops. And then it would have to be a combination of skyrocketing fertilizer prices not matched by increases in crop prices.
Tim Puko retweeted
It's crazy that @gbrew24, someone who's basically spent his entire life studying to be an expert for this exact moment, doesn't have like 10x the followers as he does.
Tim Puko retweeted
Not all the Gulf states are equally affected by the Hormuz closure.
Saudi is exporting 5-7m bpd out of Yanbu, at prices 80% above where they were a few months ago.
UAE and Oman can get barrels out around Hormuz.
Kuwait, Qatar, Bahrain and Iraq are screwed, tho.
This quoted post is unavailable.
Tim Puko retweeted
“… Do the opposite: If they pump it, short it. If they dump it, go long…”
(Financial warfare in the age of social media; next he’s going to start his own Substack blog or even a podcast)
RT @ianbremmer: 6:49am: sudden spike in oil futures trading. no news. no announcement. nothing public.
7:05am: trump announces a pause on i…
Tim Puko retweeted
Really need to stress this point.
Iran is not yet going all-out against the strait. It could choose to do so, unless the US removes its ability to escalate, which would likely need weeks more bombing at a minimum.
On point No. 3, there are already discussions in Tehran that this could lead to a full closure of the Strait of Hormuz, particularly through mining of the waterway.
Once again, a reminder that the strait is not yet technically "closed," but selectively disrupted by #Iran.
Tim Puko retweeted
This is probably a big reason he didn’t bring Lighthizer, a careful lawyer, back for the second term. Trump didn’t want constraints.
Tim Puko retweeted
Trump plans to roll back tariffs on metal and aluminium goods ft.trib.al/ojKsgDR
