CEO C6 Capital Holdings LLC Website: https://teapaw.org/t.co/px1MHDaxhW YouTube: https://teapaw.org/t.co/wmVEDzqobJ Podcast: https://teapaw.org/t.co/ExHcucK1a3
Joined August 2011
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Mark Rossano retweeted
Global energy spending is on track to reach $3.4 trillion in 2026
Around $2.2 trillion of this is set to go to grids, storage, low-emissions fuels, nuclear, renewables, efficiency & electrification
And about $1.2 trillion goes to oil, natural gas & coal: iea.li/4x6k5IT
Mark Rossano retweeted
The geographic concentration of critical mineral supply chains continues to grow, especially for refining
Rare earths are the exception. The top supplier's share fell from 90% in 2023 to 85% in 2025
This shows progress is possible with policy support 👉 buff.ly/sjiRSNY
Mark Rossano retweeted
AIR FRANCE SAYS FLIGHTS TO AND FROM RIYADH ARE SUSPENDED UNTIL DEC 12, 2026
AIR FRANCE SAYS FLIGHTS TO AND FROM DUBAI ARE SUSPENDED UNTIL NOV 7, 2026
Mark Rossano retweeted
Italy electricity soared +307% from pre -Ukraine. And it may go much higher. #natgas
Mark Rossano retweeted
Assuming corn and DAP prices do not change substantially, the ratio between them will set all-time high's for November and December...and it will not be a close 2nd.
Still hard to see phosphate dropping in price substantially.
Hoping corn improves/moves higher.
Mark Rossano retweeted
EU natural gas inventories in % of full - EU at 74.62%
Germany at 61.48%, Italy at 90.02%, France at 87.17%, Netherlands at 65.24%, Austria at 67.19%, Spain at 79.26% agsi.gie.eu
Mark Rossano retweeted
Fertilizer through Hormuz has dropped to zero.
No fertilizer cargoes crossing the strait in September or October.
Before the war, about 20% of the world’s traded nitrogen fertilizer went through it, Fertilizer Daily reports.
The Gulf also supplies about half of the world’s traded sulfur.
Hear me out: urea isn’t the problem.
China raised its nitrogen exports about 47% and the US about 60%.
By the end of August urea was back to its January price, IFPRI data shows.
Sulfur is the problem.
It has more than doubled, to above $1,000 a tonne, and phosphate is up 25–30%.
You need sulfur to make phosphate fertilizer.
Mosaic has idled two Louisiana plants, and India’s fertilizer subsidy bill could pass 3 trillion rupees, against 1.71 trillion budgeted.
Oil found other ways out of the Gulf.
Sulfur hasn’t.
source: World Visualized
Mark Rossano retweeted
China stock market in the past five years:
Hang Seng -12.3%
Shanghai 300 -18.6%
CSI 1000 -11.6%
Domestic challenges, monetary and earnings concerns, and contagion of real estate burst.
via Bloomberg
Mark Rossano retweeted
🇺🇸 Trump says USDA will provide $8 billion in support to help farmers offset diesel costs during harvest.
The national average diesel price is $6.32 per gallon, up 74% from a year ago, after hitting an all-time high of $6.53 in September.
Program details are still to come.
Mark Rossano retweeted
📈 Asia LNG prices are near a four year high 📈
What's going on?
🚢 LNG flows through Hormuz remains disrupted (20% of global supply)
🇮🇳 Pockets of Asian demand (India, China) threaten to pit the region against Europe for spare supply
🇪🇺 EU storage is low before winter
Mark Rossano retweeted
Overall data center build data has been VERY strong.
Bernstein: "+456 GW project pipeline, up 52 GW or 13% M/M in September. Hyperscalers’ pipeline grew by 10.1 GW, with 3.9 GW from Amazon, 3.8 GW from Google, and 2.4 GW from Meta."
“Under Construction. Construction grew by 7 GW (+10% M/M) with Google contributing 2.1 GW and Microsoft breaking ground on ~1 GW. Colos (1.4 GW), Neoclouds (1.1 GW)"
“Stranded Capacity. Grew 2 GW in September, a notable deceleration vs. the 7 GW added in August.”
Mark Rossano retweeted
🇺🇸 America’s AI build-out is 24 GW short of its own plans.
The 18 biggest AI campuses are planned at 30 GW.
About 6 GW runs today, according to Epoch AI estimates.
The largest is Meta’s Hyperion in Louisiana, planned at 5 GW, and none of it runs yet.
Its power plan is 10 gas-fired plants of 7.5 GW, an $ 11bn deal that Meta pays for.
Seven of those plants still need regulator approval.
None of the 18 campuses is in California.
They cluster in Texas, Louisiana, Ohio, Tennessee and the Midwest, close to gas supply and with room to build turbines.
If that 24 GW gap ran on gas around the clock, it would burn 3.6 Bcf/d.
That’s about the feedgas for 25+ Mtpa of LNG, more than all of Alaska LNG.
Data centres and export terminals are now bidding for the same US molecules.
The question for 2027 is whether turbines, pipelines and Henry Hub can keep up with the chips.
Mark Rossano retweeted
BREAKING: South Korea's stock market extends losses to over -8% on the day, triggering a level 1 circuit breaker.
Trading has been halted for 20 minutes amid the intense selling pressure.
A level 2 circuit breaker would occur next at a -15% drop.
Mark Rossano retweeted
Oil tanker rates from the Middle East to Asia are EXPLODING:
Daily tanker rates have surged to $1.068 million for voyages to India, $906,000 to China and $904,000 to Japan.
Meanwhile, at least 10 empty very large crude carriers, alongside several Suezmax tankers, have stopped or reversed course while approaching Fujairah in the UAE amid escalating Iranian attacks.
This threatens a key workaround that has helped Persian Gulf oil exports recover toward prewar levels, as shuttle tankers carry crude through the Strait of Hormuz to larger vessels waiting outside the waterway.
The system is becoming harder to sustain as tanker availability tightens, ship-to-ship transfers keep vessels occupied for longer, and rising security risks make routes through the region more costly.
If empty supertankers continue retreating, fewer receiving vessels could be available, forcing shuttle tankers to remain occupied longer and slowing crude shipments.
The disruption comes as tanker availability is already tight, pushing shipping costs to record levels.
The risk for the global economy is no longer just higher oil prices, but whether enough tankers will be willing and available to move the oil.
Mark Rossano retweeted
Just how full is the hyperscaler/AI IG debt pipeline: there have been zero deals since the start of September. And SPVs not doing better.
As a reminder, debt becomes capex, becomes revenue, becomes EPS.
Without debt, there is no EPS growth.
"Until The AI CapEx Debt Creation Machine Turns Back On": Goldman Says Credit Is Calm... For About Two More Months zerohedge.com/markets/until-…
Mark Rossano retweeted
Australia's most populous state wants a new gas-fired power plant to support intermittent renewables 🇦🇺⚡
New South Wales released a tender for 1,500MW of peakload supply, while ruling out battery storage. The move aims to also reduce dependence on coal
bloomberg.com/news/articles/…
