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Shipping Strategy

@KurtVermeulen

Followers
1K
Following
3K
Media
534
Statuses
33K

Frmr lawyer, inv't banker & visiting lecturer shipping strategy. System approach/tweets. (Space)Shipping, logistics, AM/3DP, geo-politics/economics, defence.

London
Joined November 2011
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@KurtVermeulen
Shipping Strategy
2 months
#US #Trump47 9 mths: handy metaphor of White House ballroom +new elite, #Versailles2.0 +not in #Project2025, not 'permitted' +privatised, sponsored by #tech/#crypto +disproportionate, no respect of past +demolition without salvage +pleasure, impress +no meaningful opposition
@TechCrunch
TechCrunch
2 months
Trump's $250 million White House ballroom will be funded in part by big tech companies like Amazon, Apple, Google, Meta, and Microsoft.
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@KurtVermeulen
Shipping Strategy
21 hours
#VZ internationally recognised (pre-#Trump47 ) opposition may now have an interest in stirring opposition to #US occupation and resource extraction.
@humeyra_pamuk
Hümeyra Pamuk
1 day
A CIA source in Maduro's inner circle helped U.S. forces track his movements in his final days right up until his capture, according to two people familiar with the matter. Members of the Venezuelan military also cooperated w/the United States to secure Maduro's arrest. @Reuters
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@KurtVermeulen
Shipping Strategy
21 hours
#US #Trump47 may hv appointed VZ VP Rodriguez as new rex socii (client king) https://t.co/SGFZWLLUl2
@MaMoMVPY
Lars Christensen
1 day
This is completely unreported. It is an internal coup. I believe it will very soon become clear that Maduro's vice president Delcy Rodríguez (@delcyrodriguezv) has made a deal with the Americans. That's why it was possible for the Americans to capture Maduro so easily - Delcy
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@KurtVermeulen
Shipping Strategy
21 hours
Reminder on #Farage, and #Reform, being funded through #Bannon and the #Mercers, ie #Trump sponsors.
@theonlypeterkay
Peter Kay (🦋@theonlypeterkay.bsky.social)
2 days
The networked evil that brought us Farage’s, Putin pleasing, Brexit: Here is the missing clip in which Farage confirms that Brexit would not have been possible without Bannon, Breitbart and by implication Cambridge Analyitica’s “help.”
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@KurtVermeulen
Shipping Strategy
21 hours
#DE #Merz voices #EU weakness in his own unique way - legalism. If you're #DK, you feel rather uncomfortable. If you're #RU, you can't quite rejoice at the projected impotence of EU - after all, they might now hv to signal #Trump they're willing to fight.
@bundeskanzler
Bundeskanzler Friedrich Merz
24 hours
The legal assessment of the U.S. intervention is complex and requires careful consideration. International law remains the guiding framework. At this stage, political instability in Venezuela must be avoided. The objective is an orderly transition to an elected government.
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@KurtVermeulen
Shipping Strategy
21 hours
LatAm - an important #GlobalSouth promoter- is divided over #VZ. That can only stimulate local responses to #US which are incompatible.
@OliverStuenkel
Oliver Stuenkel 🇧🇷
1 day
Given Washington’s shifting justifications—oil, drugs, democracy—South American military planners will inevitably ask what this precedent means for their own security. The concern won’t be ideological; it will be strategic, and it will cut across governments of all stripes.
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@KurtVermeulen
Shipping Strategy
22 hours
Frmr EP economics adviser, #UK #SOAS prof Daniela #Gabor points at #MX Pdt #Sheinbaum having more spine than her. #Greenland and #Mexico are both at risk.
@DanielaGabor
Daniela Gabor
1 day
look European elites, Mexico stands to loose a lot more from standing up to its neighbour and yet, some fucking spine. https://t.co/TIxyedbDV7
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@KurtVermeulen
Shipping Strategy
22 hours
Official #CN MFA reaction
@MFA_China
CHINA MFA Spokesperson 中国外交部发言人
1 day
China is deeply shocked by and strongly condemns the U.S.’s blatant use of force against a sovereign state and action against its president. Such hegemonic acts of the U.S. seriously violate international law and Venezuela’s sovereignty, and threaten peace and security in Latin
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@KurtVermeulen
Shipping Strategy
22 hours
#US VP #Vance rubbing it in for #EU
@JDVance
JD Vance
1 day
And PSA for everyone saying this was "illegal": Maduro has multiple indictments in the United States for narcoterrorism. You don't get to avoid justice for drug trafficking in the United States because you live in a palace in Caracas.
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@KurtVermeulen
Shipping Strategy
22 hours
Alt view for #RU #CN - note this view attributes no agency to anyone else than #US RU CN. 🤔
@OliverStuenkel
Oliver Stuenkel 🇧🇷
1 day
For Moscow, this precedent is valuable. Russia has long argued that controlling Ukraine is legitimate because it lies within its sphere of influence. As Washington normalizes the use of force in the Caribbean, that narrative becomes harder to contest in Eastern Europe.
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@KurtVermeulen
Shipping Strategy
22 hours
#US signalling that inviting US #oil behemoths in to partake in national #resource exploitation may no longer be a #hedge against #geopolitical insecurity - in fact, it's a #risk factor in itself.
@Osinttechnical
OSINTtechnical
1 day
President Trump says that the U.S. is going to run Venezuela with a “group,” US oil companies will return to Venezuela.
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@KurtVermeulen
Shipping Strategy
22 hours
#Machado already discarded from queue. That #Nobel prize 'near miss' hasn't been forgotten. Machado may have offered some help to #US to invade #VZ, but she may end up getting the people's blame and no reward - ie 2025 equivalent of #IQ Ahmad #Chalabi.
@sentdefender
OSINTdefender
1 day
President Trump states that Venezuelan opposition leader María Corina Machado doesn’t have the “support or respect” to run Venezuela.
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@KurtVermeulen
Shipping Strategy
23 hours
#CN propagandist rightly, but sadly, calls out weakness of #EU and its woolly stance on international law.
@shen_shiwei
Shen Shiwei 沈诗伟
1 day
@vonderleyen @kajakallas How is it a "peaceful transition" when your ally the U.S. is bombing another sovereign country and arrests its president by invasion? How would the EU react if another country bombed an European country and arrested its president? Where is the EU's stance on international law?
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@KurtVermeulen
Shipping Strategy
23 hours
#IT PM #Meloni blows hot & cold - yes to attacking those who launch hybrid attacks (so, #RU too?) but no to interference in politics of #sovereign state.
@GiorgiaMeloni
Giorgia Meloni
1 day
Ho seguito gli sviluppi in Venezuela fin dalle primissime evoluzioni. L’Italia, assieme ai principali partner internazionali, non ha mai riconosciuto la auto-proclamata vittoria elettorale di Maduro, condannando gli atti di repressione del regime e ha sempre sostenuto
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@KurtVermeulen
Shipping Strategy
23 hours
#US focus on capturing illegitimate #VZ Pdt Maduro relies on assumed centralised control of state apparatus and oil. In reality, Bolivarian Revolution decentralised since 1998. So, 'enemy' gets a vote - Bolivarians might start resistance against US forces
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@KurtVermeulen
Shipping Strategy
23 hours
#RU #Putin's former key court philosopher sees the danger for Russia from #US intervention in #CN. His conclusion: joint RU-CN action
@AGDugin
Alexander Dugin
1 day
Now China is challenged. Russia is drawn in Ukrainian war. But if China let Venezuela and Iran fall China itself will be the next. And nobody will come to help.
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@KurtVermeulen
Shipping Strategy
23 hours
#CN initial reaction sets a tone - it can only get louder from here. Has #Trump47 bitten off more than they can chew?
@shen_shiwei
Shen Shiwei 沈诗伟
1 day
#BREAKING 🇨🇳China Responded Strongly! 🇨🇳China is deeply SHOCKED by and STRONGLY CONDEMNS the🇺🇸U.S.’s blatant use of force against a sovereign state of🇻🇪#Venezuela and action against its president. Such hegemonic acts of the U.S. seriously violate international law and
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@KurtVermeulen
Shipping Strategy
23 hours
The #oil grab by #US #Trump47 has set alarm bells ringing. #RU and #OPEC economies are now exposed to US crude pricing pressures - IOW cartel has been strengthened by a new joiner. #NI is revising its OPEC #quota compliance strategies.
@27khv
Brian McDonald
1 day
Russian billionaire Oleg Deripaska warns that if the US secures control over Venezuela’s oil fields, after already moving into Guyana, it could end up overseeing more than half of the world’s reserves. In his view, Washington would then be able to hold oil prices near $50 a
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@KurtVermeulen
Shipping Strategy
23 hours
Insider trading by #US regime insiders in #Polymarket #predictions market on full display.
@JoePompliano
Joe Pompliano
1 day
A newly created Polymarket account invested over $30,000 yesterday in Maduro's exit. The US then took Maduro into custody overnight, and the trader profited $400,000 in less than 24 hours. Insider trading is not only allowed on prediction markets; it's encouraged.
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@KurtVermeulen
Shipping Strategy
23 hours
Example of how #CN will hate looking like a clown after #US intervention in #VZ.
@RushDoshi
Rush Doshi
1 day
Wild that only hours before America captured Maduro, China sent an envoy to meet him. And just a few weeks before that, China issued a new White Paper insisting on its role in Latin America. Both have just collided with the reality of US power projection in its hemisphere.
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