Romanoo

Rate hikes are on the table if WTI averages 80-100 this year

Vibe coded this Linux GNOME extension
Couldn't find a decent, good-working one
Figured, can now do it how I want it

JPMorgan LNG: China has material Hormuz-linked LNG exposure
• ~29% of China’s LNG imports depend on Strait of Hormuz transit making it one of the key buyers vulnerable to a Gulf disruption
• A prolonged Middle East conflict could trigger a major LNG supply shock especially if Qatari exports are suspended. Russian pipeline gas would only be a partial substitute
• The main brake on extreme prices is demand destruction across Asia and Europe which helps reduce the net market deficit
• Global LNG shipping is dominated by Greek and Japanese-linked fleets while China controls only a small share, lim

Continued disruption or closure of the Strait of Hormuz creates a structural USD tailwind. Euro starting to crack as inflation goes up and the ECB delay easing or even worse, becoming hawkish