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[@BenniKim](/creator/twitter/BenniKim)
"Let me get this straight : 1/ Met Putin in Alaska == no traction so TACO'd the Russian by promising . 2/ Tomahawks to Ukraine == Putin screams murder so TACO'd the Ukrainians with the Budapest summit then proceed to . 3/ TACO his own TACO by cancelling the Budapest meeting It is officially a TACO"  
[X Link](https://x.com/BenniKim/status/1980672146990100674) [@BenniKim](/creator/x/BenniKim) 2025-10-21T16:26Z 8016 followers, 4814 engagements


"Interesting time for British American and French citizens who are currently head traders or managers at Lukoil Petrochina and Rosneft. They are quite a few and their yearly bonuses may not clear to account / get frozen. Also interesting time with respect to hedging physical contracts and inventories with derivatives. Those sanctioned firms & their subsidaries won't have access to Brent/WTI/FX as CME and ICE are now off limits. I would expect whatever bank was clearing their business to force them to close out within XX days"  
[X Link](https://x.com/BenniKim/status/1981303168941146139) [@BenniKim](/creator/x/BenniKim) 2025-10-23T10:14Z 8019 followers, 8847 engagements


"What could the Russian potentially do with the oil that India and China said they would not buy anymore 1/ Putin could try hat in hand to negotiate in good faith a ceasefire (just kiddin' but always good to reframe why we are here) 2/ Russia can blend its oil with the production from oil exporting non-sanctioned countries say Kazakhstan or Malaysia (limited maybe XXX kbd) 3/ Russia could blend its products with the production from non-sanctioned countries S2S say Malaysia Fujairah and in territorial waters of Yemen Lebanon Syria maybe even OPEC refineries using fuel oil and the like. (another"  
[X Link](https://x.com/BenniKim/status/1981371582078418996) [@BenniKim](/creator/x/BenniKim) 2025-10-23T14:46Z 8019 followers, 10.5K engagements


"To put it nicely I don't dabble in Brazilian sugar single names unless I have compeling reason. Cosan/Raizen ain't making the mark. Cosan/Raizen's weakness is the sugarcane access/quality and debt load. None of these factors will improve over the incoming XX months in my opinion"  
[X Link](https://x.com/BenniKim/status/1963685783061332000) [@BenniKim](/creator/x/BenniKim) 2025-09-04T19:29Z 8011 followers, 2203 engagements


"Gonna be an interesting session in Shanghai Gold futures. 101'676 kilograms of short open interest / 3.2m ounces largely at CITIC and Guotai. Margin call at the open is circa $210m"  
[X Link](https://x.com/BenniKim/status/1970173340342992949) [@BenniKim](/creator/x/BenniKim) 2025-09-22T17:08Z 8015 followers, 3796 engagements


"The Chinese gold shorts will get absolutely murdered at the open after a week of exchange close for Golden week (haha quite a golden week indeed) Thoughts and prayers for CITIC and Guotai Junan"  
[X Link](https://x.com/BenniKim/status/1975849278557098494) [@BenniKim](/creator/x/BenniKim) 2025-10-08T09:02Z 7985 followers, 3874 engagements


"JPMorgan withdrawing silver in NY. Overall XXXX million ounces removed from CME silver inventory yesterday. That metal is likely getting flown to London"  
[X Link](https://x.com/BenniKim/status/1978068657268769081) [@BenniKim](/creator/x/BenniKim) 2025-10-14T12:01Z 7966 followers, 8841 engagements


"Absolutely love all the MAGA accounts blindly cheerleading a PARODY account. Even though "60% VAT" was a pretty big hint. Let's not forget that the S&P XXX is DOWN year-to-date in Swiss Francs and X% return in Euros ;)"  
[X Link](https://x.com/BenniKim/status/1980165986931118477) [@BenniKim](/creator/x/BenniKim) 2025-10-20T06:55Z 7980 followers, 3429 engagements


"Lol there is absolutely zero financial regulation specific to VC investment in Europe. Which is why XXX trillions was invested in Europe of which 147b by venture funds. Whether you invest in a 100k street corner bakery or a 100m startup is the exact fucking set of rules"  
[X Link](https://x.com/BenniKim/status/1980177568109052286) [@BenniKim](/creator/x/BenniKim) 2025-10-20T07:41Z 7992 followers, XXX engagements


"Eni but big caveat "The carve-out of Neptunes activities in Germany was also completed prior to the closing of the Neptune Energy Group Limited sale." The lithium is in Germany"  
[X Link](https://x.com/BenniKim/status/1980235838026866906) [@BenniKim](/creator/x/BenniKim) 2025-10-20T11:33Z 7972 followers, XX engagements


"Oof throwing another ally under the bus"  
[X Link](https://x.com/BenniKim/status/1980326967410061444) [@BenniKim](/creator/x/BenniKim) 2025-10-20T17:35Z 7994 followers, 3383 engagements


"@CRUDEOIL231 Yeah not great for Japan SK and the Philipines. Not great for TSMC or NVidia either"  
[X Link](https://x.com/BenniKim/status/1980327649496166884) [@BenniKim](/creator/x/BenniKim) 2025-10-20T17:37Z 7969 followers, XXX engagements


"If the volatility of gold is too mild for you you can always trade the Sudanese Pound. Sudanese Gold smuggling (stealing ) shipped and melted in Dubai is rampant"  
[X Link](https://x.com/BenniKim/status/1981052476603208081) [@BenniKim](/creator/x/BenniKim) 2025-10-22T17:38Z 8015 followers, 1787 engagements


"Chinese exporting businesses have been operating on paper-thin margin (7-10%) for quite some time owing to the competitive nature of their industrial base. With the loss of US volume Chinese exporters had to shift flow to other regions the EU being a major affluent market to replace US customers. The need to increase volume forced deeper price cuts circa X% YoY. Chinese exporters are now operating on ever razor-thin margins (2%-5%) exporting price deflation to Europe and price inflation to the US"  
[X Link](https://x.com/BenniKim/status/1979455092664230198) [@BenniKim](/creator/x/BenniKim) 2025-10-18T07:50Z 8015 followers, 13.2K engagements


"I've seen this movie before. Guess that clarifies the mood in the Kremlin and whether Russia will back down or not"  
[X Link](https://x.com/BenniKim/status/1981403698829107579) [@BenniKim](/creator/x/BenniKim) 2025-10-23T16:53Z 8019 followers, 2080 engagements