Americans warned staying doors toxic air Middle East goes south overnight.
Aluminum taken offline helium not going to be delivered. All the consumer
electronics affected. Tungsten, the maximum amount of oil now being even
further reduced. Plastics are going to be affected and mares container ships
are putting in a new fuel surcharge. Fishing fleets not able to leave and
now Dutch fishing fleet and Thai fishing fleet take the fish off the
menu and now stores are closing 9 p.m. That's going to be a thing around the
world so get ready for it. Oh the world changed in the last 24 hours. Starting
off with a strange one here. Americans warned to stay indoors toxic air. Spent
across the Southeast U.S. 200 mile wide cloud of dusty toxic something
something. Look for your local news to figure this one out. I just don't get
it myself. Bringing it to your awareness though. Also y'all traveling
with your Hong Kong be aware. Anything you have electronic China government
say open it or you go to prison. This includes your mobile phones, your
hardware wallets if you're into the crypto and any of your devices laptops.
You don't open it. You go to jail. That's interference obstruction. They'll
hold you there forever and you probably don't want to be in a Chinese
prison during these times. And just to put it into perspective like the most
oil we're ever going to get in this conflict is happening right now. So if
this goes on, which at all factors look to be it's going to go another two,
three, four, six months over long it is gone longer for sure. We are at the
maximum amount of oil that will ever come out at this moment. So all this
disruptions we're seeing. This is the least amount of disruption that we're
going to see case of point here. This is the east west pipeline from Saudi
Arabia. Everybody's talking about. They call it the Yambu and it's
loading tankers over in the Red Sea. Now currently it's a max production. About
7 million barrels are coming out of this. You can see the tracking how it's
moving. Most that's outbound for Asia. This continue. It's needed to update
the chart from the four days ago up until today where they've officially
declared 7 million barrels coming out going to Asia, not anywhere else. And
at the same time, 40% of Russia oil capacity just got whacked overnight in
some drone strikes. So we've got two areas of the planet that are disrupted.
So anything that was receiving Russian energy, wink, wink, China is going to
be disrupted and China is not going to have that. The Iranian oil is
disrupted, but they're not all about letting that go for very long. And
pointing to things that are going to make your life, I mean, everything
you buy more expensive container ships are now starting just like they did
with the airlines and COVID fuel surcharges. We saw that thing in
2008, fuel surcharges. When I were back on fuel surcharges for container
shipping, soon to be airlines, if you can get a flight at all, they're
planning to ground. Remember, check the box at the end of the decade.
Weren't they planning to have less flights? Are you going to fly once a
year or something? We're right close to that. And you're going to pay more
for every single product because of this fuel surcharge. They call it an
emergency bunker surcharge, EBS, not an emergency broadcast system, but
same, same close enough. Every single product is going to cost more. Now,
this goes right along with the store closures that will soon sweep the
planet. It's got to be an IEA directive. International Energy Agency says so,
got to listen to them. Ancient imposes business curfew to counter
soaring fuel costs. Every business down needs to close at 9pm. There's
canaries in the coal mine, and then there's canaries in the coal
mine. This is the latter, helium. Produced by natural gas, production is
byproduct. You need it for everything electronic, MRI scanners, anything in
your phones, laptop computers, and the production itself of semiconductor
chips. Without this, we have no high tech on the planet. 30% of it is
offline. Did all the research on it? So let's look. Force Measure,
obviously, coming out of Qatar. They're force measuring also on the
natural gas deliveries. Everything's getting disrupted. So walk this down.
This brings us into the 30% range. The overall effects of a 30% global
helium reduction. I did some research yesterday in GROC. People are
going to move to alternative gases, i.e. argon blends for welding. So
other gases are going to be instantly expensive and instantly
swooped off the market. So if you're in that arena, just jump
forward a step or two on the chessboard and see where this is
leading. You need to secure supplies now. Semiconductor, aerospace,
data centers, going to be greatly, greatly disrupted. So what would a
30% reduction do? As always, price spikes, rationing, yield
drops, production slowdowns, higher costs. Product, you love the 72
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digging that links in the description box below. So I
wanted to see the companies myself that I might short not
financial advice, but just looking to see who's going to
the most money out of this helium related revenue share. TSMC
that's time one semiconductor 100% of their revenue comes from
helium related businesses, ie the semiconductor chip. So SK
Hanks, Micron Technology, Intel and Samsung Electronics, you
can see Intel 95% plus is going to be of their revenue share
cut. Now Samsung obviously more diversified, they're only
going to be hit about 35% on their overall revenue. So that'll
translate into the stock prices as well. So I'm looking at the
top three there, TSMC SK Hanks, Micron, this is going to
disrupt them greatly their stock prices just saying based on
that the disruptions in available production unless
they jack the prices tremendously is going to hit
their bottom line. And Mary on awful, one of my faves
you got to check him out over on on x Christiane Lagarde, the
damage from the war is done. Nobody's going to know there's
going to hit him out of the blue. She pointed out to most
investors helium is critical for making advanced chips. Qatar
helium gone dark. We are going dark ourselves on the
electronics. Now this could be a good thing. If you believe
that the march forward to the data centers and this track
trace world that we're moving into needs to be stopped. This
is a good thing. Now, with that being said, emergency
supplies could be diversified and moved into different places
and targeted straight for semiconductor chips. Let's say
there's another disruption. There's only 70% of the
helium on the planet. So governments might come together
and say, anything that's not essential for helium
production, even the MRI machines, you all surfs down
at the bottom of the pyramid, you don't need that good
of health care. You can just deal with the old stuff we
have. All the helium is going to go up to semiconductor
chip production, which is still going to cost
tremendously more based on these how much how much more
are they going to pay for their helium? You know, obviously
the biggest company in the world doing this, they have some
reserves, but they also have a lot of pull with the
manufacturers. But there's going to be some dense into
some bottom line here. And my third on my list,
probably micron technologies would be one that might get
hit the worst. I'm just doing the research. There's going
to be some pullbacks in your availability to buy
electronics, consumer electronics. So, you know,
jumping a couple chess moves forward. If you're thinking
about buying something new, and I hate the
consumptive model, and it's just ridiculous on this
way that things break so quickly. But if you're
really going, damn, I really need a new computer, it's
failing every time you might want to get one now,
just based on the disruption seen for, you know, those
components going into our consumer electronics,
there's going to be a backlog of that for sure. And
prices are going to go way up on all of this. So just a
distant early warning. What's not a distant early one is
everything in our life on anything that we could
possibly do is going to go up from the food prices, the
fuel prices from the electronics prices to anything
you buy, anything manufactured, it's all going up
based on this. So universal basic income going to
have to be the solution. And UAE aluminum conglomerate
significant damage to 4% of the world's aluminum,
plus every other thing that's locked behind. We're
well into the 15, 16% already of aluminum disruption on
the planet. This just adds in another whole layer of
nastiness. Talk about tungsten tungsten, what's
your function? If you remember the old cartoons
talking tungsten, China producing nearly all of it
on the planet, except for Vietnam, Russia, I don't
think they're going to be too quick to give it away. So
that is another one that's going to skyrocket in
price. And I encourage you to just do the
research what's tungsten involved in for our
world's daily lives. Plastics, oh, they're going to be
disrupted too. So Asia produces 6% of global
plastics, but their LNG supplies are being
disrupted. So there's already some slowdown in
the plastics production, they're able to like dial
the plants back for a minute until they can't and
they got to turn it off. But when they turn it
off, it takes a long time to get it racked up
again. So that's why they're trying to slow
production. At least is the first emergency move
to have some backup and 80% of that gas that
moves over with the oils to produce plastics
disrupted. Disruptions, supply of energy
resources for Asia is going to spread to
Europe. Asia is buying all the LNG from the
US that was originally destined for the EU,
which means EU just got cut off. So all those
promises that the America will save you,
superhero, we're going to send you all the
natural gas because you can't get it from
Russia because we blew up the pipeline. That
is not going to happen. That gas is going to
Asia. 11 LNG tankers, that is an enormous
amount. And the reason they're sending it here
is the world's production is here that cannot
cease. Like as long as they can stretch out
product production out here, everything else
is going to be clipped off at the vine until
they come down to the main stem. We're
coming into a disruptive period. I highly
suggest you get your gardens in and maybe by
that extra one or two things you're putting off,
but you really might need, you're going to
have to get it now because it's going to be
a more expensive when you get it and then
be it might not be available. We're talking
about, you know, three day a week open
grocery stores. That kind of disruption
or how you think you're going to get new
electronics or new water filter or new air
filters for your furnaces. I would highly suggest
going and buying a couple of those five packs
for your furnace or for your HVAC unit, you
know, whatever it is. Those are the first
things will be disrupted. And you're not,
you're going to damage your equipment if you
don't have those filters in there. You know,
you can reuse those in a pinch. There's
all kinds of things we can do. You're
going to learn the word recycling when the
capital are pretty quick here because the
LNG disruptions are now, these are all
the fertilizer plants in India that are
effective. They're slowed down or
completely shut. India was a major
exporter of fertilizer anyway along with
Russia and China, but they've all said no
more fertilizer for the world. We're
keeping it for ourselves. So the top ag
producers on the planet are like, not
enough for everybody, we need to feed our
people first. Have you gotten that
message? Nobody else matters except the
country and the government. So your
real price of spiking is Loch Ness
Monster. This thing is going way
higher. They need extra bands.
They're going to 800, 900, 1200 for sure
going on this one here. Even back like
2011, this thing was screaming at
1200, so they need to add some more bars
in. This is going to continue upward
and all you have to do is it's a one
to one correlation. The higher the
blue line goes, the higher your food
price goes. Kind of simple like that,
really easy math. And the LNG, where
does it go? Well, Qatar, they're not
exporting anymore, but most of them went
to Asia. China, India, Taiwan,
Pakistan, South Korea, Kuwait, Italy,
Bangladesh, Japan, Singapore, Thailand.
Thailand's fishing fleets. Oh, should I
mention those? They are not going out.
They're only going partially out. 50% of
the boats maybe. And then the Dutch
fishing fleet is also not going out.
It's too expensive. I'll come to that
in tomorrow's video. Energy risk. This
is the LNG that travels through the
Straitshore Moose, not going out.
And the piracy apparently in the
Philippines, they're already on it,
that you can make some extra money
if you have a tanker full of
something nobody can get. Let's just
take a moment of Zen here, look at a
beautiful volcano. Well, shock
inflation, every time the Fed was
wrong. So how wrong were they? Well,
there were 4x wrong on the oil embargo
in the 1970s. They were nearly 50%
wrong on the revolution in Iran in
1979. They were almost another four
times too low on the Russia, USA,
Ukraine intervention. And if they're
already at least four times off on the
previous calls, and we're at the
around war now at 3%, we're going to
be easily at that middle mark of the
79 Iranian revolution at 14-15%.
But I would say this one's a little
different animal here. This one has
disrupted so much so far, so wide. And
the very center of the center of all
the production of the energy going
across the planet is damaged for years.
That was three to five years as most
estimates for anything to come online
again. So natural gas, the helium
production, part of the aluminum
production, there's just so much
that's damaged. The ports are damaged.
Loading facilities, storage facilities,
pipeline, there's networks of pipeline
that's all literally up in smoke.
Just the amount of repair to do to that
could drive industries and GDP to like
astronomical heights just to get it
repaired. But at the point of war to
break it all, destroy it all, and then
rebuild it as a new prosperity era.
This is not going to come back quick.
Even if the Strades of Hormones open
tomorrow, just too much damaged for
anything to come back into normal life
again, years from now it could.
Even just to get all the snarled traffic
out of there to the correct place it
should go, that would still take over
a month. So the ongoing like effects
of this, it's going to be months and
months and months. That's what I'm
saying. Please prepare now because
we'll be in mid-summer by that
time in the Northern Hemisphere,
Middle Winter and Southern Hemisphere.
You could have had your gardens up by
then. Lettuces, tomatoes, squash, pumpkins,
you know, all kind of super herbs and
different types of tradables that people
wanted through history. You know, what
could you grow? Depends on the state
you're in. You know, some places you
can grow tobacco, other places you can
grow other types of leafy greens,
nuts in some states. There's always a
tradable out there and then how can
you take that and turn it into more
high value product is the question.
If you wait and just rely on other
systems to support you, I'm sorry, you
are going to be in the bread line
waiting with everybody else who didn't
move to action. Not to scare you, just to
say, please, there's a million ways to
get prepared for this. As we come in,
there's a huge amount of canning, like we
did canning and dehydrating for the last
several years. We have walls full of
things. One of my neighbors,
Genuine Gem, she gets up and she
cans everything. Her and her husband,
they got walls of canned goods.
It can be done just whatever you find
in season that there's a plentiful and
it gets cheaper when there's a lot of it.
Buy extra and can it store it, dehydrate it.
You know, some of the dehydrators we
bought were about $200.
They were air dry. They weren't like
freeze dried or anything.
But what if you went in with a
couple neighbors and you bought one
and everybody chipped in 30 bucks and
got four people, you get a lower end of
the line one, I would encourage getting
something medium to higher end because
you're going to be using it a lot and
you don't want it to break and you
want that thing lasting for, at least
in my opinion, a solid year of solid
usage. I mean, like all the time.
Whatever you can buy cheap to
dehydrate, throw it in a jar, save
that. Can you grow your own food?
Can you hunt? Do you know how to
raise animals? Like there's super
easy things to raise. You know,
Bantam chickens are probably my number one.
If you can do those, they're quiet.
They don't really require that much
effort. They give you a nice, when I
say a little egg, takes three, about
two and a half of those, maybe three.
They first start laying to equal one
chicken egg. You can load hundreds of
those and if you get hungry, you can
eat a bunch of them.
Other larger animals, visible, not a
good idea. They require a lot of
maintenance. You're going to have to
put up fences and they're probably
going to, if they get out even one
time, they're going to destroy everything
you put up. So if you're not familiar
with bigger animals, don't do it.
Canning, growing, hunting, and all the
fishing, if you've got a pond near you,
you might want to learn how to fish
again. But there's going to be others
around there. They're going to fish
with you because everybody's going to
go for the protein sources. Food is
going to get, like I say, some of
these plans I'd seen, they're going
to start closing supermarkets and
allowing them open three days a
week. And that'll coincide with some
sort of, you're allowed to drive one
day a week and hopefully those
overlapping, your license plate number
overlaps on a day a grocery store is
open. They're trying to finagle
something like this, not in the U.S.
immediately, but guaranteed it's a
copy-paste cross-planet liquid
haven of 2020-21. These things are
all in motion. If this continues
and it does seem to be continuing,
take a look at, you know, a great
basket case. It's difficult what's
happening in Australia first. Like what's
happening in Australia,
those two countries, that's the play
book for the rest of the planet.
So I have been doing a delving in, doing
a lot of research on Australia. I
encourage you to do it too because
what's happening there in New Zealand
both is coming to a town near you.
Even though we have the most epic
energy resources on the planet in
America, they're still going to try
some of the same playbook. So get
ready for it. If you're in a
nation that depends on more imports,
that sort of thing, you're going to
absolutely witness this and see it. So
just
don't come out of this fear. Just come
at it as, all right, I know there's a
problem coming.
We need to prepare for this. We need to
have the conversations about this
with our families.
And then we need to move to action.
Not because you're afraid, because
you see the reality of what is
happening.
People get ready for hurricanes. They
know on the forecast map a hurricane,
a cyclone, a typhoon is coming.
You see all the wood gets bought out.
Everybody getting rid of it. But those
who got ready early or have their own
prepared
you know, wood stack because they
lived there for 15 years and they
always have their own wood now
because instead of buying it one
off,
they're always ready because they
prepared.
They're not afraid living there,
biting their fingernails, OSB stack.
They're just saying, okay, we got the
the wood in case hurricane comes,
we'll just
you know, use the same holes and screw
it all back in again.
I encourage you to do and become
something that we have in our pioneering
past.
Get more self-sufficient.
Learn who grows food in your
neighborhood, in your area, where your
farmers are, and learn these skills
everybody knew.
From the 1930s back, everybody knew
how to can, garden, hunt,
prepare meats, salt meats, dehydrate.
They knew how to do all that just like
a basic daily, like you know how to
brush your teeth.
We're going to roll back to that, so
please get ready.
This is just a tip of the iceberg of
disruptions in just the last, say, 24
to 48 hours getting verified and
validated that it's increasing in
intensity enough to disrupt now
just everything on our planet
manufacturing lies.
The tip over the rollover point was
pretty much these last two days.
Before it was conjecture, would it,
wouldn't it, but now it's been verified
that it is.
So you know it took that almost full
month for it to occur and then finally
we're getting the validation four weeks
after.
Well if you would have seen this, you
know a week ago or two you could have
jumped ahead and prices would have been
a little bit cheaper because
this is not stopping.
Their forecasts are going out another
you know four months on this thing
at least maybe six to the end of the
year maybe.
Let me do the math on my 10 fingers.
Yeah we still have almost that many
months left in the year.
Please get ready.
Get your families ready.
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of mind that you have prepared the
best you can for these changes.
And that's what it's all about.
And that's what this channel is
about.
To share this with your friends, family,
get them in on the conversation.
And our world is never going as much
as our world never went back to the
normal it was supposed to from 2020.
This is going to take us so far
outside that range that you won't
recognize this place.
We still have some assemblies of
what the world used to be like.
Some things are still you know
working and you know sort of
it's very different but there are
some similarities that give you
something.
Okay the world's kind of the same.
It didn't go back to normal but
it's sort of similar.
This one at the end of this one
nothing will be the same.
We'll be on a different planet
is the disruption that we're facing here.
That's the difference in these two events.
I'll see you next time.
Bye for now.