"The market prices in optimism, but every subsequent day of closed Ormus is a step closer to a crisis we haven't seen since the 1970s. "

"According to BCA Research, the world is now losing 4.5 to 5 million barrels per day. This is about 5% of global supply. But beware, BCA analyst Mark Papik warns that by mid-April this number will double. Why? Because strategic reserves will run out, sanction-exempt Russian and Iranian oil will run out, and Gulf producers had to shut down wells because they have nowhere to store what they cannot ship. "

"Analysts warn that if Ormus is not opened by mid-April, losses will double from 5 to 10 million barrels per day. This would be equivalent to a complete market shutdown during the COVID-19 pandemic. Only without lockdowns. A purely supply shock. "

"The US buffer is running out, and if Ormus is not opened within a few weeks, oil prices will enter a phase where no reserves will stop them. "

"Smaller workshops are starting to delay payments. A cascading risk of insolvency across the entire SME sector. And this is not a 2008 scenario. This is slowly starting to become a plan for 2026. Hopefully not. "

"If you go to court, I guarantee one instance, a second instance, cassation. It will really take years. "

"Many things simply do not exist or will not exist. The war in the Gulf also makes it difficult to obtain many raw materials, for example Helium. There will be a huge, but really huge problem with this. But you know how markets work. On the principle that if it grows, you have to buy. FOMO, or fear of missing out, is at play, right? That is, the fear of not getting on a train that is leaving. And this kind of chasing causes enormous price increases within a month, and then at some point, a realization comes. "

"Fuel inflation is returning, and with it the risk that the NBP will have trouble with further easing. "

"If we haven't expected the withdrawal of American troops from Europe until now, we should start. "

"For me, precisely such a warning signal that the risk of a deeper correction will increase. Maybe not without, but up to 20% will be the breaking of $80. "

"I think there might be layoffs here. Bank employees can absolutely be at risk. So, for example, I wouldn't recommend a career in banking to my child, because they could be very easily replaced by artificial intelligence. Unless, of course, they become the CEO or on the board of that bank, which I would certainly wish for them. "

"Firstly, I believe this will end very badly. Very badly, ladies and gentlemen. This is an unsolvable situation. The question is, when will it end very badly? I am afraid it will end very badly next year. There is something disturbing about next year. It's not even about Krzysiek's vision, because you know Krzysiek says there will be Krzysiek Jackowski two strikes in 2024 and 2028, but recently I even turned on Jacek Bartosiak. You surely know this guy. I just turned him on, sometimes I like to listen to him. And he started saying that, from his geopolitical analysis, it comes out that 2024 is threatened by a great conflict in the world, because, because simply, and this is related to Israel, and I am very afraid that it might actually happen. "