Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
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
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·7 t sittenUSA: Strait of Hormuz open The USA announced on Sunday that the Strait of Hormuz is open for legal commercial shipping. US Central Command stated that American forces are "positioned and ready" to ensure free navigation through the strait, and claimed that over 140 vessels have passed in the last seven days. This came as a direct response to Iran declaring the strait closed the same weekend, after firing warning shots which Iranian authorities claim hit a container ship on an "unauthorized route". Sources: • Reuters – Iran declares Strait of Hormuz closed after attack: https://www.reuters.com/world/asia-pacific/iran-declares-strait-hormuz-closed-unauthorised-vessel-hit-2026-07-11/ • Reuters – USA and Iran initiate technical talks on shipping: https://www.reuters.com/world/asia-pacific/us-iran-enter-technical-talks-secure-peace-deal-restart-shipping-2026-07-01/ • Reuters – USA demands Iranian commitment to stop attacks: https://www.reuters.com/world/middle-east/us-insists-iran-commit-stopping-attacks-hormuz-strait-say-us-officials-2026-07-10/ • US Central Command (X) – Statement that the strait is open: https://x.com/CENTCOM/status/2076278945993888116 • NPR – USA and Iran exchange fire, ceasefire declared "over": https://www.npr.org/2026/07/11/g-s1-133212/us-iran-vessel-attack-strait-hormuz-gulf • CNN – Live updates, attacks against Qatar and Oman: https://www.cnn.com/2026/07/12/world/live-news/iran-war-trump • ABC News – Live updates, third round of retaliation: https://abcnews.com/International/live-updates/iran-live-updates-thousands-throng-tehran-streets-khamenei/?id=134509610 • straits.live – Transit data (IMF PortWatch) and insurance prices for tankers: https://straits.live/ • Trading Economics – Brent crude oil price and weekly development: https://tradingeconomics.com/commodity/brent-crude-oil • Trading Economics – Silver price and weekly development: https://tradingeconomics.com/commodity/silver • JM Bullion – Real-time silver spot price: https://www.jmbullion.com/charts/silver-prices/ • https://www.nrk.no/nyheter/usa_-hormuzstredet-apent-1.179559753 t sitten · MuokattuThe Long Bet Against Hormuz The market keeps asking whether the Strait of Hormuz is "open" or "closed." After five months of war, tanker attacks, and Iranian control over the world's most important oil chokepoint, that's the wrong question. The real one: what are exporters doing to make Hormuz matter less? Saudi Arabia is weighing a 1–2 million bpd expansion of its East-West pipeline to Yanbu on the Red Sea, already running near its 7 million bpd capacity. Riyadh is in early talks with Kuwait, Bahrain and Qatar to share the system — a multi-year, multi-billion-dollar project that would also require reworking how Saudi crude is priced. The UAE is about halfway through a new pipeline that will double export capacity to Fujairah, on the Gulf of Oman. It's due online in 2027, on top of the existing 1.5–1.8 million bpd ADCOP line. Iraq, hit hardest — output fell from 4.3 million to under 1.5 million bpd in May — is moving on three fronts at once: the Kirkuk-Ceyhan pipeline to Turkey is back above 200,000 bpd; construction started May 1 on the 700km, 2.5 million bpd Basra-Haditha line feeding Ceyhan, Baniyas and Aqaba; and Baghdad approved a preliminary agreement on July 4 with Chevron, Capital TI and Qatar's UCC to study those routes. Iraq also signed fresh production deals with HKN Energy and Halliburton this month, ahead of PM al-Zaidi's July 14 Washington visit. Two caveats worth keeping in mind. Even fully built, combined bypass capacity would cover only a fraction of Hormuz's roughly 20 million bpd peacetime throughput — this reduces the dependency, it doesn't remove it. And the bypass infrastructure itself has already been targeted: drone strikes hit Fujairah in March, and an attack near Yanbu cost Saudi Arabia some 700,000 bpd of capacity for a period. None of this solves today's crisis. What it signals is how long exporters expect the Hormuz risk to last. Markets tend to price this week's headlines; this infrastructure is being built for the next decade — and that mismatch in time horizon is part of why oil is so hard to read right now. Is the market pricing this correctly, or underestimating how long it'll take before these corridors actually move the needle? Sources: - Reuters, via AGBI — Saudi Arabia considers expansion of Red Sea oil pipeline: https://www.agbi.com/oil-and-gas/2026/07/saudi-arabia-considers-expansion-of-red-sea-oil-pipeline/ - Reuters, via Arab News — Saudi Arabia considers expansion of oil pipeline to Red Sea, sources say: https://www.arabnews.com/node/2649962/business-economy - Reuters, via The National — Iraq starts work on Basra-Haditha oil pipeline: https://www.thenationalnews.com/business/energy/2026/05/01/iraq-starts-work-on-basra-haditha-pipeline-for-crude-exports/ - Reuters, via BOE Report — Iraq approves preliminary agreements to study strategic oil export pipeline projects: https://boereport.com/2026/07/05/iraq-approves-preliminary-agreements-to-study-strategic-oil-export-pipeline-projects/ - Reuters, via AGBI — Iraq signs deals with two US oil companies to raise output: https://www.agbi.com/oil-and-gas/2026/07/iraq-signs-deals-with-two-us-oil-companies-to-raise-output/ - Atlantic Council — New Middle East corridors are about more than just bypassing the Strait of Hormuz: https://www.atlanticcouncil.org/blogs/menasource/new-middle-east-corridors-are-about-more-than-just-bypassing-the-strait-of-hormuz/ - Kpler — Beyond Hormuz: The pipeline routes that could reshape Gulf oil flows: https://www.kpler.com/blog/beyond-hormuz-the-pipeline-routes-that-could-reshape-gulf-oil-flows Disclaimer: Not investment advice — my own analysis of publicly available information. I currently hold a position in AuAg Silver Bullet. Always do your own research before investing.- ·1 päivä sittenSilver defends $60 heading into the weekend – but the week is overall in the red Silver (COMEX September-2026 contract) closed Friday at 60.165 dollars per ounce, down 0.96 % for the day. After a turbulent week, it is worth noting that the psychologically important $60-level was again defended heading into the weekend, after the price fell below the level midway through the week. At the same time, it is important to be precise: measured from Monday's opening, the week ended down around 4 % overall, so this is a story of support holding under pressure, not of a weekly gain. The price movement throughout the week illustrates well how volatile the market has been. On Wednesday, July 8, silver fell back below $60 and towards 59.03 dollars after the USA carried out new airstrikes against Iran, with Iranian retaliatory attacks against Kuwait and Bahrain as an immediate consequence (Yahoo Finance). On Friday, the contract opened at 60.41 dollars, fell back to 59.83 dollars early in the day, but climbed again through the afternoon – JM Bullion noted the spot price at 60.43 dollars at 18.07 ET Friday evening. Trading Economics summarized Friday by stating that silver "stabilized near $60", while the market continued to closely follow developments in the Middle East. The underlying chain is the same that has characterized the silver market throughout the conflict: escalation around the Strait of Hormuz pushes oil prices up, which fuels inflation fears, and that in turn keeps interest rate hike expectations at the Fed alive. Trump stated this week that he considers the ceasefire with Iran over and warned of new attacks, while the minutes from the Fed's June meeting showed increasing concern about inflation among committee members. The market is now pricing in a real probability of an interest rate hike by September – normally a headwind for an interest-free precious metal like silver, but apparently not enough to break the $60-support this week. Technically, the picture is mixed. FX Leaders points to key support around 60.05 dollars and resistance at 61.55 dollars, where a breakout upwards could open for 62.72 and further 64.27 dollars. On the downside, the next support lies at 59.06 dollars, with a fall towards 57.51 and 55.61 dollars as a possible consequence of a break there. RSI is around 36 and approaching oversold territory, while the MACD histogram remains negative and flat – not a pure buy signal. My own technical overview (screenshot) also shows a mixed picture: the hourly chart is "Strong Buy", but the daily and weekly signals are "Strong Sell", and the monthly signal is neutral. The overall "Strong Buy" summary should therefore be read with some reservation – it is dominated by short-term momentum indicators, not by the long-term trend picture. On the fundamental side, the story is more unequivocally positive: according to Silver Institute figures cited by FX Leaders, 2026 is heading towards the sixth consecutive year of deficit in the global silver market, with an estimated deficit of around 46 million ounces. Over half of the consumption now comes from industrial use – solar cells, electric cars, 5G, and AI data centers are highlighted as drivers – which provides a structural backdrop that differs from the short-term geopolitical fluctuations. Sources: https://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-friday-july-10-2026-down-4-since-monday-122910639.htmlhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-wednesday-july-8-2026-silver-slips-below-60-once-again-following-airstrikes-124322997.htmlhttps://tradingeconomics.com/commodity/silverhttps://www.fxleaders.com/news/2026/07/10/silver-price-forecast-industrial-demand-counters-fed-pressure-as-bulls-defend-60-support/https://www.jmbullion.com/charts/silver-prices/ What do you others think – is the defense of $60 now established as a real support level, or is silver still hanging by a thread as long as the Iran conflict and interest rate hike fears persist? And how much of the upside actually lies in the structural deficit versus the short-term geopolitical noise? Disclaimer: This post is intended for information and market analysis only, not as investment advice. I myself have a position in AuAg Silver Bullet and am therefore not a neutral party in the silver market. Always make your own assessments, and consider consulting an independent advisor before investing.
at least it only accelerates the USA's own decline, as they destroy their own economy in the process, then I believe and hope this will go up again. - ·2 päivää sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 2 päivää sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
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
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 30.6.2026
Jakauma
- Osakkeet95,4%
- Muut4,3%
- Lyhyt korko0,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenUSA: Strait of Hormuz open The USA announced on Sunday that the Strait of Hormuz is open for legal commercial shipping. US Central Command stated that American forces are "positioned and ready" to ensure free navigation through the strait, and claimed that over 140 vessels have passed in the last seven days. This came as a direct response to Iran declaring the strait closed the same weekend, after firing warning shots which Iranian authorities claim hit a container ship on an "unauthorized route". Sources: • Reuters – Iran declares Strait of Hormuz closed after attack: https://www.reuters.com/world/asia-pacific/iran-declares-strait-hormuz-closed-unauthorised-vessel-hit-2026-07-11/ • Reuters – USA and Iran initiate technical talks on shipping: https://www.reuters.com/world/asia-pacific/us-iran-enter-technical-talks-secure-peace-deal-restart-shipping-2026-07-01/ • Reuters – USA demands Iranian commitment to stop attacks: https://www.reuters.com/world/middle-east/us-insists-iran-commit-stopping-attacks-hormuz-strait-say-us-officials-2026-07-10/ • US Central Command (X) – Statement that the strait is open: https://x.com/CENTCOM/status/2076278945993888116 • NPR – USA and Iran exchange fire, ceasefire declared "over": https://www.npr.org/2026/07/11/g-s1-133212/us-iran-vessel-attack-strait-hormuz-gulf • CNN – Live updates, attacks against Qatar and Oman: https://www.cnn.com/2026/07/12/world/live-news/iran-war-trump • ABC News – Live updates, third round of retaliation: https://abcnews.com/International/live-updates/iran-live-updates-thousands-throng-tehran-streets-khamenei/?id=134509610 • straits.live – Transit data (IMF PortWatch) and insurance prices for tankers: https://straits.live/ • Trading Economics – Brent crude oil price and weekly development: https://tradingeconomics.com/commodity/brent-crude-oil • Trading Economics – Silver price and weekly development: https://tradingeconomics.com/commodity/silver • JM Bullion – Real-time silver spot price: https://www.jmbullion.com/charts/silver-prices/ • https://www.nrk.no/nyheter/usa_-hormuzstredet-apent-1.179559753 t sitten · MuokattuThe Long Bet Against Hormuz The market keeps asking whether the Strait of Hormuz is "open" or "closed." After five months of war, tanker attacks, and Iranian control over the world's most important oil chokepoint, that's the wrong question. The real one: what are exporters doing to make Hormuz matter less? Saudi Arabia is weighing a 1–2 million bpd expansion of its East-West pipeline to Yanbu on the Red Sea, already running near its 7 million bpd capacity. Riyadh is in early talks with Kuwait, Bahrain and Qatar to share the system — a multi-year, multi-billion-dollar project that would also require reworking how Saudi crude is priced. The UAE is about halfway through a new pipeline that will double export capacity to Fujairah, on the Gulf of Oman. It's due online in 2027, on top of the existing 1.5–1.8 million bpd ADCOP line. Iraq, hit hardest — output fell from 4.3 million to under 1.5 million bpd in May — is moving on three fronts at once: the Kirkuk-Ceyhan pipeline to Turkey is back above 200,000 bpd; construction started May 1 on the 700km, 2.5 million bpd Basra-Haditha line feeding Ceyhan, Baniyas and Aqaba; and Baghdad approved a preliminary agreement on July 4 with Chevron, Capital TI and Qatar's UCC to study those routes. Iraq also signed fresh production deals with HKN Energy and Halliburton this month, ahead of PM al-Zaidi's July 14 Washington visit. Two caveats worth keeping in mind. Even fully built, combined bypass capacity would cover only a fraction of Hormuz's roughly 20 million bpd peacetime throughput — this reduces the dependency, it doesn't remove it. And the bypass infrastructure itself has already been targeted: drone strikes hit Fujairah in March, and an attack near Yanbu cost Saudi Arabia some 700,000 bpd of capacity for a period. None of this solves today's crisis. What it signals is how long exporters expect the Hormuz risk to last. Markets tend to price this week's headlines; this infrastructure is being built for the next decade — and that mismatch in time horizon is part of why oil is so hard to read right now. Is the market pricing this correctly, or underestimating how long it'll take before these corridors actually move the needle? Sources: - Reuters, via AGBI — Saudi Arabia considers expansion of Red Sea oil pipeline: https://www.agbi.com/oil-and-gas/2026/07/saudi-arabia-considers-expansion-of-red-sea-oil-pipeline/ - Reuters, via Arab News — Saudi Arabia considers expansion of oil pipeline to Red Sea, sources say: https://www.arabnews.com/node/2649962/business-economy - Reuters, via The National — Iraq starts work on Basra-Haditha oil pipeline: https://www.thenationalnews.com/business/energy/2026/05/01/iraq-starts-work-on-basra-haditha-pipeline-for-crude-exports/ - Reuters, via BOE Report — Iraq approves preliminary agreements to study strategic oil export pipeline projects: https://boereport.com/2026/07/05/iraq-approves-preliminary-agreements-to-study-strategic-oil-export-pipeline-projects/ - Reuters, via AGBI — Iraq signs deals with two US oil companies to raise output: https://www.agbi.com/oil-and-gas/2026/07/iraq-signs-deals-with-two-us-oil-companies-to-raise-output/ - Atlantic Council — New Middle East corridors are about more than just bypassing the Strait of Hormuz: https://www.atlanticcouncil.org/blogs/menasource/new-middle-east-corridors-are-about-more-than-just-bypassing-the-strait-of-hormuz/ - Kpler — Beyond Hormuz: The pipeline routes that could reshape Gulf oil flows: https://www.kpler.com/blog/beyond-hormuz-the-pipeline-routes-that-could-reshape-gulf-oil-flows Disclaimer: Not investment advice — my own analysis of publicly available information. I currently hold a position in AuAg Silver Bullet. Always do your own research before investing.
- ·1 päivä sittenSilver defends $60 heading into the weekend – but the week is overall in the red Silver (COMEX September-2026 contract) closed Friday at 60.165 dollars per ounce, down 0.96 % for the day. After a turbulent week, it is worth noting that the psychologically important $60-level was again defended heading into the weekend, after the price fell below the level midway through the week. At the same time, it is important to be precise: measured from Monday's opening, the week ended down around 4 % overall, so this is a story of support holding under pressure, not of a weekly gain. The price movement throughout the week illustrates well how volatile the market has been. On Wednesday, July 8, silver fell back below $60 and towards 59.03 dollars after the USA carried out new airstrikes against Iran, with Iranian retaliatory attacks against Kuwait and Bahrain as an immediate consequence (Yahoo Finance). On Friday, the contract opened at 60.41 dollars, fell back to 59.83 dollars early in the day, but climbed again through the afternoon – JM Bullion noted the spot price at 60.43 dollars at 18.07 ET Friday evening. Trading Economics summarized Friday by stating that silver "stabilized near $60", while the market continued to closely follow developments in the Middle East. The underlying chain is the same that has characterized the silver market throughout the conflict: escalation around the Strait of Hormuz pushes oil prices up, which fuels inflation fears, and that in turn keeps interest rate hike expectations at the Fed alive. Trump stated this week that he considers the ceasefire with Iran over and warned of new attacks, while the minutes from the Fed's June meeting showed increasing concern about inflation among committee members. The market is now pricing in a real probability of an interest rate hike by September – normally a headwind for an interest-free precious metal like silver, but apparently not enough to break the $60-support this week. Technically, the picture is mixed. FX Leaders points to key support around 60.05 dollars and resistance at 61.55 dollars, where a breakout upwards could open for 62.72 and further 64.27 dollars. On the downside, the next support lies at 59.06 dollars, with a fall towards 57.51 and 55.61 dollars as a possible consequence of a break there. RSI is around 36 and approaching oversold territory, while the MACD histogram remains negative and flat – not a pure buy signal. My own technical overview (screenshot) also shows a mixed picture: the hourly chart is "Strong Buy", but the daily and weekly signals are "Strong Sell", and the monthly signal is neutral. The overall "Strong Buy" summary should therefore be read with some reservation – it is dominated by short-term momentum indicators, not by the long-term trend picture. On the fundamental side, the story is more unequivocally positive: according to Silver Institute figures cited by FX Leaders, 2026 is heading towards the sixth consecutive year of deficit in the global silver market, with an estimated deficit of around 46 million ounces. Over half of the consumption now comes from industrial use – solar cells, electric cars, 5G, and AI data centers are highlighted as drivers – which provides a structural backdrop that differs from the short-term geopolitical fluctuations. Sources: https://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-friday-july-10-2026-down-4-since-monday-122910639.htmlhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-wednesday-july-8-2026-silver-slips-below-60-once-again-following-airstrikes-124322997.htmlhttps://tradingeconomics.com/commodity/silverhttps://www.fxleaders.com/news/2026/07/10/silver-price-forecast-industrial-demand-counters-fed-pressure-as-bulls-defend-60-support/https://www.jmbullion.com/charts/silver-prices/ What do you others think – is the defense of $60 now established as a real support level, or is silver still hanging by a thread as long as the Iran conflict and interest rate hike fears persist? And how much of the upside actually lies in the structural deficit versus the short-term geopolitical noise? Disclaimer: This post is intended for information and market analysis only, not as investment advice. I myself have a position in AuAg Silver Bullet and am therefore not a neutral party in the silver market. Always make your own assessments, and consider consulting an independent advisor before investing.at least it only accelerates the USA's own decline, as they destroy their own economy in the process, then I believe and hope this will go up again.
- ·2 päivää sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 2 päivää sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
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- ·7 t sittenUSA: Strait of Hormuz open The USA announced on Sunday that the Strait of Hormuz is open for legal commercial shipping. US Central Command stated that American forces are "positioned and ready" to ensure free navigation through the strait, and claimed that over 140 vessels have passed in the last seven days. This came as a direct response to Iran declaring the strait closed the same weekend, after firing warning shots which Iranian authorities claim hit a container ship on an "unauthorized route". Sources: • Reuters – Iran declares Strait of Hormuz closed after attack: https://www.reuters.com/world/asia-pacific/iran-declares-strait-hormuz-closed-unauthorised-vessel-hit-2026-07-11/ • Reuters – USA and Iran initiate technical talks on shipping: https://www.reuters.com/world/asia-pacific/us-iran-enter-technical-talks-secure-peace-deal-restart-shipping-2026-07-01/ • Reuters – USA demands Iranian commitment to stop attacks: https://www.reuters.com/world/middle-east/us-insists-iran-commit-stopping-attacks-hormuz-strait-say-us-officials-2026-07-10/ • US Central Command (X) – Statement that the strait is open: https://x.com/CENTCOM/status/2076278945993888116 • NPR – USA and Iran exchange fire, ceasefire declared "over": https://www.npr.org/2026/07/11/g-s1-133212/us-iran-vessel-attack-strait-hormuz-gulf • CNN – Live updates, attacks against Qatar and Oman: https://www.cnn.com/2026/07/12/world/live-news/iran-war-trump • ABC News – Live updates, third round of retaliation: https://abcnews.com/International/live-updates/iran-live-updates-thousands-throng-tehran-streets-khamenei/?id=134509610 • straits.live – Transit data (IMF PortWatch) and insurance prices for tankers: https://straits.live/ • Trading Economics – Brent crude oil price and weekly development: https://tradingeconomics.com/commodity/brent-crude-oil • Trading Economics – Silver price and weekly development: https://tradingeconomics.com/commodity/silver • JM Bullion – Real-time silver spot price: https://www.jmbullion.com/charts/silver-prices/ • https://www.nrk.no/nyheter/usa_-hormuzstredet-apent-1.179559753 t sitten · MuokattuThe Long Bet Against Hormuz The market keeps asking whether the Strait of Hormuz is "open" or "closed." After five months of war, tanker attacks, and Iranian control over the world's most important oil chokepoint, that's the wrong question. The real one: what are exporters doing to make Hormuz matter less? Saudi Arabia is weighing a 1–2 million bpd expansion of its East-West pipeline to Yanbu on the Red Sea, already running near its 7 million bpd capacity. Riyadh is in early talks with Kuwait, Bahrain and Qatar to share the system — a multi-year, multi-billion-dollar project that would also require reworking how Saudi crude is priced. The UAE is about halfway through a new pipeline that will double export capacity to Fujairah, on the Gulf of Oman. It's due online in 2027, on top of the existing 1.5–1.8 million bpd ADCOP line. Iraq, hit hardest — output fell from 4.3 million to under 1.5 million bpd in May — is moving on three fronts at once: the Kirkuk-Ceyhan pipeline to Turkey is back above 200,000 bpd; construction started May 1 on the 700km, 2.5 million bpd Basra-Haditha line feeding Ceyhan, Baniyas and Aqaba; and Baghdad approved a preliminary agreement on July 4 with Chevron, Capital TI and Qatar's UCC to study those routes. Iraq also signed fresh production deals with HKN Energy and Halliburton this month, ahead of PM al-Zaidi's July 14 Washington visit. Two caveats worth keeping in mind. Even fully built, combined bypass capacity would cover only a fraction of Hormuz's roughly 20 million bpd peacetime throughput — this reduces the dependency, it doesn't remove it. And the bypass infrastructure itself has already been targeted: drone strikes hit Fujairah in March, and an attack near Yanbu cost Saudi Arabia some 700,000 bpd of capacity for a period. None of this solves today's crisis. What it signals is how long exporters expect the Hormuz risk to last. Markets tend to price this week's headlines; this infrastructure is being built for the next decade — and that mismatch in time horizon is part of why oil is so hard to read right now. Is the market pricing this correctly, or underestimating how long it'll take before these corridors actually move the needle? Sources: - Reuters, via AGBI — Saudi Arabia considers expansion of Red Sea oil pipeline: https://www.agbi.com/oil-and-gas/2026/07/saudi-arabia-considers-expansion-of-red-sea-oil-pipeline/ - Reuters, via Arab News — Saudi Arabia considers expansion of oil pipeline to Red Sea, sources say: https://www.arabnews.com/node/2649962/business-economy - Reuters, via The National — Iraq starts work on Basra-Haditha oil pipeline: https://www.thenationalnews.com/business/energy/2026/05/01/iraq-starts-work-on-basra-haditha-pipeline-for-crude-exports/ - Reuters, via BOE Report — Iraq approves preliminary agreements to study strategic oil export pipeline projects: https://boereport.com/2026/07/05/iraq-approves-preliminary-agreements-to-study-strategic-oil-export-pipeline-projects/ - Reuters, via AGBI — Iraq signs deals with two US oil companies to raise output: https://www.agbi.com/oil-and-gas/2026/07/iraq-signs-deals-with-two-us-oil-companies-to-raise-output/ - Atlantic Council — New Middle East corridors are about more than just bypassing the Strait of Hormuz: https://www.atlanticcouncil.org/blogs/menasource/new-middle-east-corridors-are-about-more-than-just-bypassing-the-strait-of-hormuz/ - Kpler — Beyond Hormuz: The pipeline routes that could reshape Gulf oil flows: https://www.kpler.com/blog/beyond-hormuz-the-pipeline-routes-that-could-reshape-gulf-oil-flows Disclaimer: Not investment advice — my own analysis of publicly available information. I currently hold a position in AuAg Silver Bullet. Always do your own research before investing.
- ·1 päivä sittenSilver defends $60 heading into the weekend – but the week is overall in the red Silver (COMEX September-2026 contract) closed Friday at 60.165 dollars per ounce, down 0.96 % for the day. After a turbulent week, it is worth noting that the psychologically important $60-level was again defended heading into the weekend, after the price fell below the level midway through the week. At the same time, it is important to be precise: measured from Monday's opening, the week ended down around 4 % overall, so this is a story of support holding under pressure, not of a weekly gain. The price movement throughout the week illustrates well how volatile the market has been. On Wednesday, July 8, silver fell back below $60 and towards 59.03 dollars after the USA carried out new airstrikes against Iran, with Iranian retaliatory attacks against Kuwait and Bahrain as an immediate consequence (Yahoo Finance). On Friday, the contract opened at 60.41 dollars, fell back to 59.83 dollars early in the day, but climbed again through the afternoon – JM Bullion noted the spot price at 60.43 dollars at 18.07 ET Friday evening. Trading Economics summarized Friday by stating that silver "stabilized near $60", while the market continued to closely follow developments in the Middle East. The underlying chain is the same that has characterized the silver market throughout the conflict: escalation around the Strait of Hormuz pushes oil prices up, which fuels inflation fears, and that in turn keeps interest rate hike expectations at the Fed alive. Trump stated this week that he considers the ceasefire with Iran over and warned of new attacks, while the minutes from the Fed's June meeting showed increasing concern about inflation among committee members. The market is now pricing in a real probability of an interest rate hike by September – normally a headwind for an interest-free precious metal like silver, but apparently not enough to break the $60-support this week. Technically, the picture is mixed. FX Leaders points to key support around 60.05 dollars and resistance at 61.55 dollars, where a breakout upwards could open for 62.72 and further 64.27 dollars. On the downside, the next support lies at 59.06 dollars, with a fall towards 57.51 and 55.61 dollars as a possible consequence of a break there. RSI is around 36 and approaching oversold territory, while the MACD histogram remains negative and flat – not a pure buy signal. My own technical overview (screenshot) also shows a mixed picture: the hourly chart is "Strong Buy", but the daily and weekly signals are "Strong Sell", and the monthly signal is neutral. The overall "Strong Buy" summary should therefore be read with some reservation – it is dominated by short-term momentum indicators, not by the long-term trend picture. On the fundamental side, the story is more unequivocally positive: according to Silver Institute figures cited by FX Leaders, 2026 is heading towards the sixth consecutive year of deficit in the global silver market, with an estimated deficit of around 46 million ounces. Over half of the consumption now comes from industrial use – solar cells, electric cars, 5G, and AI data centers are highlighted as drivers – which provides a structural backdrop that differs from the short-term geopolitical fluctuations. Sources: https://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-friday-july-10-2026-down-4-since-monday-122910639.htmlhttps://finance.yahoo.com/personal-finance/investing/article/silver-prices-today-wednesday-july-8-2026-silver-slips-below-60-once-again-following-airstrikes-124322997.htmlhttps://tradingeconomics.com/commodity/silverhttps://www.fxleaders.com/news/2026/07/10/silver-price-forecast-industrial-demand-counters-fed-pressure-as-bulls-defend-60-support/https://www.jmbullion.com/charts/silver-prices/ What do you others think – is the defense of $60 now established as a real support level, or is silver still hanging by a thread as long as the Iran conflict and interest rate hike fears persist? And how much of the upside actually lies in the structural deficit versus the short-term geopolitical noise? Disclaimer: This post is intended for information and market analysis only, not as investment advice. I myself have a position in AuAg Silver Bullet and am therefore not a neutral party in the silver market. Always make your own assessments, and consider consulting an independent advisor before investing.at least it only accelerates the USA's own decline, as they destroy their own economy in the process, then I believe and hope this will go up again.
- ·2 päivää sittenTrump says the ceasefire with Iran is over PUBLISHED AT 16:48 IDONALD TRUMP Donald Trump writes on his website Truth Social that the USA will continue talks with Iran, but that the ceasefire is over. Today, a delegation from Qatar arrived in Iran to mediate in the conflict.
- 2 päivää sittenIran vs. USA: War Actions or Extreme Bargaining Tactics? When headlines scream that the Middle East is on the brink of total war after recent ceasefire collapses, smart investors look past the noise. What we are witnessing right now is not an irrational march toward World War III—it is diplomacy and leverage-building executed with missiles and drones. For commodity markets, this means treating military actions as calculated negotiation tactics rather than apocalyptic triggers. Escalation as Leverage Both Teheran and Washington are operating with calculated boundaries. They are pushing the envelope to dictate the terms of future diplomatic frameworks. Iran's actions targeting maritime shipping or stepping up regional pressure are not designed to seek total economic isolation. Instead, Iran is leveraging its geographical dominance over the Strait of Hormuz to force the United States and Gulf states to accept its terms on sanctions relief and regional security. Conversely, when the United States and its allies launch precision retaliatory strikes, the goal is to establish hard boundaries. The message sent is that while negotiation is on the table, the cost of generating military leverage will be made unacceptably high. This creates a high-stakes poker game where both sides use military friction to secure a stronger hand before inevitably returning to the technical talks mediated by regional brokers. The Commodity Playbook: Pricing Twin Realities Because this is a geopolitical chess match, the market is forced to price in two diametrically opposed scenarios simultaneously, driving massive volatility across multiple asset classes. Crude oil prices spike on immediate supply risk premiums whenever a tanker is targeted. However, because the underlying driver is a negotiation tactic, any breakthrough in backchannel talks via regional mediators will instantly deflate this premium. Precious metals like gold and silver act as the geopolitical thermostat. They rally hard on aggressive rhetoric but face rapid risk-on profit-taking the second a diplomatic opening appears. Freight and war-risk insurance rates remain highly volatile. Tanker and LNG equities are capturing massive premiums, but they remain highly sensitive to sudden de-escalation headlines. The Takeaway for Traders Do not trade the panic; trade the volatility. When leadership on both sides issues maximalist threats, they are aiming for concessions at the negotiation table, not total destruction. The investors who keep a cool head when algorithms overreact to breaking news alerts are the ones positioned to capture the best entries. Disclaimer: For analytical purposes only. Not financial advice. Verified Sources and Context For ongoing real-time tracking of geopolitical risk impacts on crude oil and energy markets, refer to S&P Global Commodity Insights at https://www.spglobal.com/commodityinsights/en To monitor live global shipping disruptions, war-risk insurance premiums, and transit data through critical chokepoints like the Strait of Hormuz, see Lloyd's List Maritime Intelligence at https://lloydslist.maritimeintelligence.informa.com For breaking diplomatic developments and regional backchannel analysis regarding Iran-U.S. technical talks, visit Al-Monitor at https://www.al-monitor.comThe price of the US Dollar Index today is 100.49 dollars, a change of −0.12 % in the last 24 hours
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