Tunnusluvut
Juoksevat kulut
1,40%Omaisuusluokka
OsakeKategoria
Sektori arvometallit osakkeetPerusvaluutta
EURLainoitusaste
70%Avaintietoasiakirja
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Jakauma
- Osakkeet95,6%
- Muut4,1%
- Lyhyt korko0,4%
Asiakkaat katsoivat myös
Foorumi
- 9 t sitten``` Fund Change NAV Currency Date AuAg Silver Bullet A −2,20 % 368,08 SEK 2026-10-23 AuAg Silver Bullet B −2,25 % 35,56 EUR 2026-10-23 ```
- 9 t sittenGood time to start buying but gradually
- ·9 t sittenSilver and gold prices are pretty flat awaiting FED which policymakers and professional investors are surely waiting for
- 1 päivä sittenFollow the molecule, not the message: reading oil in a contested information environment Iran claims seven tankers were struck. Washington claims Tehran is fabricating incidents to lift prices ahead of the midterms. Neither claim has been independently established. Yet Brent settled at $116.72 on Friday, its highest close since April 29. The market is not waiting for verification. It is pricing the probability that one side is right. Each party has a clear incentive to shape the narrative. Tehran benefits from projecting control over Hormuz and sustaining war-related pricing. Washington benefits from stable gasoline prices into November 3. Israeli sources told ABC News that joint strikes on Iran are being planned, and in their assessment will almost certainly follow the election, given the administration's reluctance to unsettle oil markets during the campaign. If that assessment holds, even the timing of escalation may be shaped by the oil price. For capital allocation, the more useful question is not who is telling the truth, but what it costs to move the barrel. By mid-October, shipping crude from the Gulf to Asia cost more than $37 per barrel, over five times prewar levels, according to the IEA. Freight is settled in cash and leaves a measurable footprint that official statements do not. Total Gulf exports have approached or exceeded prewar levels, but Kpler estimates flows through Hormuz itself at around 82%, and other trackers have reported lower figures. The barrels are reaching the market, but at materially higher cost and through longer, more fragile routes. The hard data has blind spots of its own. Tankers in the US-supported shuttle system frequently transit Hormuz with AIS transponders switched off, and UKMTO acknowledges that many attacked vessels never report. Curve structure deserves as much attention as flat price. A fear-driven spike typically lifts the prompt contract more than deferred months, whereas a sustained supply loss tends to appear in steeper backwardation, prompt spreads and refining margins. The curve also reflects inventories, demand and liquidity, so it is a signal rather than proof. The distinction between risk and loss is already observable. On October 21, debris from an intercepted drone killed two people near a processing plant at Aramco's Shaybah field, yet operations were not disrupted. That is a geopolitical premium at work, not missing supply. Our working framework is convergence. When freight, insurance, curve structure and an independently verified incident align, conviction should rise. When only one government's statement points in that direction, the information should be treated as unverified until corroborated. Post November 3, this premium will either compress or evolve into a genuine supply shock. Which indicator do you expect to confirm the direction first? #Oil #Brent #Energy #Iran #USA #Hormuz #Commodities #Geopolitics #Nordnet #Investing Disclosure: I have no oil-related financial interests. This post was created with AI assistance. Sources: https://gcaptain.com/iran-claims-more-ships-struck-near-hormuz-as-trump-accuses-tehran-of-faking-hits/ https://www.iea.org/commentaries/the-soaring-cost-of-shipping-is-lifting-the-price-of-oil-for-consumers https://al-monitor.com/originals/2026/10/gulf-oil-exports-surpass-prewar-levels-despite-escalating-tanker-attacks https://bernama.com/en/world/news.php?id=2613497 https://www.cnbc.com/2026/10/23/oil-price-brent-wti-iran-war-saudi-arabia.html https://abcnews.com/amp/Politics/us-israel-drawing-plans-resume-attacks-iran-post/story?id=137479897 https://shafaq.com/en/Middle-East/Two-killed-in-Saudi-oilfield-drone-attack
Uutiset
Tunnusluvut
Juoksevat kulut
1,40%Omaisuusluokka
OsakeKategoria
Sektori arvometallit osakkeetPerusvaluutta
EURLainoitusaste
70%Avaintietoasiakirja
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Omistukset
Jakauma
- Osakkeet95,6%
- Muut4,1%
- Lyhyt korko0,4%
Asiakkaat katsoivat myös
Foorumi
- 9 t sitten``` Fund Change NAV Currency Date AuAg Silver Bullet A −2,20 % 368,08 SEK 2026-10-23 AuAg Silver Bullet B −2,25 % 35,56 EUR 2026-10-23 ```
- 9 t sittenGood time to start buying but gradually
- ·9 t sittenSilver and gold prices are pretty flat awaiting FED which policymakers and professional investors are surely waiting for
- 1 päivä sittenFollow the molecule, not the message: reading oil in a contested information environment Iran claims seven tankers were struck. Washington claims Tehran is fabricating incidents to lift prices ahead of the midterms. Neither claim has been independently established. Yet Brent settled at $116.72 on Friday, its highest close since April 29. The market is not waiting for verification. It is pricing the probability that one side is right. Each party has a clear incentive to shape the narrative. Tehran benefits from projecting control over Hormuz and sustaining war-related pricing. Washington benefits from stable gasoline prices into November 3. Israeli sources told ABC News that joint strikes on Iran are being planned, and in their assessment will almost certainly follow the election, given the administration's reluctance to unsettle oil markets during the campaign. If that assessment holds, even the timing of escalation may be shaped by the oil price. For capital allocation, the more useful question is not who is telling the truth, but what it costs to move the barrel. By mid-October, shipping crude from the Gulf to Asia cost more than $37 per barrel, over five times prewar levels, according to the IEA. Freight is settled in cash and leaves a measurable footprint that official statements do not. Total Gulf exports have approached or exceeded prewar levels, but Kpler estimates flows through Hormuz itself at around 82%, and other trackers have reported lower figures. The barrels are reaching the market, but at materially higher cost and through longer, more fragile routes. The hard data has blind spots of its own. Tankers in the US-supported shuttle system frequently transit Hormuz with AIS transponders switched off, and UKMTO acknowledges that many attacked vessels never report. Curve structure deserves as much attention as flat price. A fear-driven spike typically lifts the prompt contract more than deferred months, whereas a sustained supply loss tends to appear in steeper backwardation, prompt spreads and refining margins. The curve also reflects inventories, demand and liquidity, so it is a signal rather than proof. The distinction between risk and loss is already observable. On October 21, debris from an intercepted drone killed two people near a processing plant at Aramco's Shaybah field, yet operations were not disrupted. That is a geopolitical premium at work, not missing supply. Our working framework is convergence. When freight, insurance, curve structure and an independently verified incident align, conviction should rise. When only one government's statement points in that direction, the information should be treated as unverified until corroborated. Post November 3, this premium will either compress or evolve into a genuine supply shock. Which indicator do you expect to confirm the direction first? #Oil #Brent #Energy #Iran #USA #Hormuz #Commodities #Geopolitics #Nordnet #Investing Disclosure: I have no oil-related financial interests. This post was created with AI assistance. Sources: https://gcaptain.com/iran-claims-more-ships-struck-near-hormuz-as-trump-accuses-tehran-of-faking-hits/ https://www.iea.org/commentaries/the-soaring-cost-of-shipping-is-lifting-the-price-of-oil-for-consumers https://al-monitor.com/originals/2026/10/gulf-oil-exports-surpass-prewar-levels-despite-escalating-tanker-attacks https://bernama.com/en/world/news.php?id=2613497 https://www.cnbc.com/2026/10/23/oil-price-brent-wti-iran-war-saudi-arabia.html https://abcnews.com/amp/Politics/us-israel-drawing-plans-resume-attacks-iran-post/story?id=137479897 https://shafaq.com/en/Middle-East/Two-killed-in-Saudi-oilfield-drone-attack
Tunnusluvut
Juoksevat kulut
1,40%Omaisuusluokka
OsakeKategoria
Sektori arvometallit osakkeetPerusvaluutta
EURLainoitusaste
70%Avaintietoasiakirja
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Uutiset
Foorumi
- 9 t sitten``` Fund Change NAV Currency Date AuAg Silver Bullet A −2,20 % 368,08 SEK 2026-10-23 AuAg Silver Bullet B −2,25 % 35,56 EUR 2026-10-23 ```
- 9 t sittenGood time to start buying but gradually
- ·9 t sittenSilver and gold prices are pretty flat awaiting FED which policymakers and professional investors are surely waiting for
- 1 päivä sittenFollow the molecule, not the message: reading oil in a contested information environment Iran claims seven tankers were struck. Washington claims Tehran is fabricating incidents to lift prices ahead of the midterms. Neither claim has been independently established. Yet Brent settled at $116.72 on Friday, its highest close since April 29. The market is not waiting for verification. It is pricing the probability that one side is right. Each party has a clear incentive to shape the narrative. Tehran benefits from projecting control over Hormuz and sustaining war-related pricing. Washington benefits from stable gasoline prices into November 3. Israeli sources told ABC News that joint strikes on Iran are being planned, and in their assessment will almost certainly follow the election, given the administration's reluctance to unsettle oil markets during the campaign. If that assessment holds, even the timing of escalation may be shaped by the oil price. For capital allocation, the more useful question is not who is telling the truth, but what it costs to move the barrel. By mid-October, shipping crude from the Gulf to Asia cost more than $37 per barrel, over five times prewar levels, according to the IEA. Freight is settled in cash and leaves a measurable footprint that official statements do not. Total Gulf exports have approached or exceeded prewar levels, but Kpler estimates flows through Hormuz itself at around 82%, and other trackers have reported lower figures. The barrels are reaching the market, but at materially higher cost and through longer, more fragile routes. The hard data has blind spots of its own. Tankers in the US-supported shuttle system frequently transit Hormuz with AIS transponders switched off, and UKMTO acknowledges that many attacked vessels never report. Curve structure deserves as much attention as flat price. A fear-driven spike typically lifts the prompt contract more than deferred months, whereas a sustained supply loss tends to appear in steeper backwardation, prompt spreads and refining margins. The curve also reflects inventories, demand and liquidity, so it is a signal rather than proof. The distinction between risk and loss is already observable. On October 21, debris from an intercepted drone killed two people near a processing plant at Aramco's Shaybah field, yet operations were not disrupted. That is a geopolitical premium at work, not missing supply. Our working framework is convergence. When freight, insurance, curve structure and an independently verified incident align, conviction should rise. When only one government's statement points in that direction, the information should be treated as unverified until corroborated. Post November 3, this premium will either compress or evolve into a genuine supply shock. Which indicator do you expect to confirm the direction first? #Oil #Brent #Energy #Iran #USA #Hormuz #Commodities #Geopolitics #Nordnet #Investing Disclosure: I have no oil-related financial interests. This post was created with AI assistance. Sources: https://gcaptain.com/iran-claims-more-ships-struck-near-hormuz-as-trump-accuses-tehran-of-faking-hits/ https://www.iea.org/commentaries/the-soaring-cost-of-shipping-is-lifting-the-price-of-oil-for-consumers https://al-monitor.com/originals/2026/10/gulf-oil-exports-surpass-prewar-levels-despite-escalating-tanker-attacks https://bernama.com/en/world/news.php?id=2613497 https://www.cnbc.com/2026/10/23/oil-price-brent-wti-iran-war-saudi-arabia.html https://abcnews.com/amp/Politics/us-israel-drawing-plans-resume-attacks-iran-post/story?id=137479897 https://shafaq.com/en/Middle-East/Two-killed-in-Saudi-oilfield-drone-attack
Omistukset
Jakauma
- Osakkeet95,6%
- Muut4,1%
- Lyhyt korko0,4%



