V tokratnem videu smo povezali zgodovino in sedanjost globalnega boja za energijo. Izhajali smo iz knjige The Prize: The Epic Quest for Oil, Money & Power ter zgodovinske Bagdadske železnice, nato pa pogledali sodobne energetske koridorje, vključno z železnico Kitajska–Iran za transport nafte.
Analizirali smo vprašanje, kdo bo kontroliral režime na Bližnjem vzhodu, vlogo USDC in stablecoinov v energetskem sektorju ter možnost zaprtja Hormuške ožine.
V drugem delu smo pregledali zlato, srebro in nafto, izpostavili zanimive priložnosti v zemeljskem plinu (LNG in ameriški proizvajalci), se dotaknili kripto trga (MSTR, COIN) ter pogledali tudi Kitajsko (BABA, Tencent), uran in baker v luči potencialne nove geopolitične prerazporeditve moči.
ČASOVNE OZNAKE
00:00 Uvod
01:50 The Prize: The Epic Quest for Oil, Money & Power
07:00 Bagdadska železnica
10:50 Železnica Kitajska–Iran (Teheran) za prevoz nafte
18:50 Kdo bo kontroliral režim na Bližnjem vzhodu?
20:00 Vloga USDC in stablecoinov v globalnem energetskem sektorju
24:05 Bo Kitajska nova svetovna sila do leta 2032?
26:40 Priprava Amerike na napad Irana
27:40 Zaprtje Hormuške ožine – kdo bo utrpel največ?
30:30 Možnost eskalacije tretje svetovne vojne?
41:15 Pregled generalnih trgov: zlato, srebro, nafta
43:00 Zemeljski plin: LNG, WDS, EQT, AR, RRC, SRG, FLUX
51:20 Kripto trgi: MSTR, BMNR, PURR in COIN
56:00 Kitajski trg (BABA, Tencent), uran in baker
01:00:00 Zaključne misli
DISCLAIMER – LIMITATION OF LIABILITY
This content does not constitute investment advice. Trading in derivative financial instruments involves a high degree of risk and may result in losses. Derivative financial instruments are not suitable investments for the average retail client. The content of this publication does not represent recommendations for the purchase or sale of financial instruments, nor does it constitute an offer or invitation to submit offers for the purchase or sale of financial instruments. It is intended solely for informing the public about the services of www.insajder.si and developments in capital markets. Past performance of financial instruments is not a guarantee of future returns. www.insajder.si assumes no responsibility for disruptions in the operation of its websites, does not guarantee the accuracy and completeness of published data, and is not liable for any potential consequences arising from their use.