Good morning dear community,

After Venezuela, our neighbor is now in our sights. Trump is not sparing with threats towards Bogota (key words: tariffs, payment freeze, anti-drug operations).

Purely hypothetically: if the USA pursues a similar strategy in Colombia as in Venezuela, billions of dollars will be shifted. But who would be at the top of the list of winners in a "new order"?

_________________________

1. US oil multinationals as "substitute producers" 🛢️

Should the Colombian state-owned $ECOPETROL should come under pressure or be paralyzed by sanctions, the US giants would be ready to fill the gap or take over concessions.

- Chevron $CVX (+0,16%)
& ExxonMobil $XOM (+0,36%)
: Both already have experience in the region. In the event of regime pressure or a US-style market opening, they would be the first to secure the Colombian oil fields (one of the largest deposits in South America). The situation is similar in Venezuela.

- Occidental Petroleum $OXY (+0,33%)
: Traditionally strongly networked in Colombia - they could benefit massively from a more "US-friendly" orientation.

_________________________

2. armament & surveillance: the "law & order" bet 🛡️🚁

Trump often justifies his threats with the fight against cartels. That means hardware.

- Lockheed Martin $LMT (+0,23%)
: The standard supplier for Black Hawk helicopters, which form the backbone of firefighting and drug hunting in Colombia. Maintenance contracts and new deliveries would explode in the event of a US-led intervention.

- AeroVironment $AVAV (-0,05%)
: Specialist in drone surveillance. In the rough terrain of Colombia, reconnaissance drones would be the most important tool in a US-supported strategy.

_________________________

3. agricultural giants & fertilizers ☕🌾

Colombia is an agricultural powerhouse (coffee, flowers, bananas). If Trump threatens tariffs, local companies will suffer - but global traders could benefit:

- Archer Daniels Midland $ADM (-0,21%)
: When local supply chains in Colombia wobble, global market prices for certain agricultural products rise. As a global arbitrage player, ADM makes money from the volatility.

_________________________

4. gold miners: security in troubled times 🏆⛏️

Colombia has huge gold deposits, which are often located in conflict regions.

- Newmont & Barrick Gold $NEM (-0,11%)
$ABX (+0,08%)
: If the political situation in Colombia becomes unstable, this will drive up the gold price worldwide (fear premium). At the same time, these companies could receive secure mining licenses in areas that are currently considered "no-go areas" if the situation stabilizes later under US influence.

_________________________

5 US regional banks in the south 🏦

- Bank of America & Wells Fargo$BAC (+0,06%)
$WFC (-0,23%)
:

Many assets from Colombia immediately flow towards Miami and the US financial market in the event of political instability. This "capital flight" generates fresh deposits and fees for US banks with strong Latin American business.

As mentioned at the beginning: pure hypothesis. But who can look inside the Orange Man's head? 🍊

What do you think? Is he just making threatening gestures or is he really serious? In any case, violating international law doesn't seem to be an obstacle for him.

Petrobras
$PETR3 (-0,35%)
$PETR4 (+0,15%) and Ecopetrol develop the largest gas basin in Colombia

Petrobras and the Colombian company Ecopetrol $ECOPETROL have announced the largest gas discovery in Colombia's history with the Sirius-2 well, which has confirmed a gas volume of over 6 trillion cubic feet (Tcf).

The consortium will invest USD 1.2 billion in the exploration phase and USD 2.9 billion in the production development phase. These amounts are already included in Petrobras' business plan until 2029, which was recently published. The four wells in the area are expected to produce around 13 million cubic meters per day over a decade.

According to Petrobras, this discovery could increase Colombia's current reserves by 200%. The well was started on June 19 and is located in an offshore block 77 kilometers from Santa Marta in northern Colombia at a water depth of 830 meters.

The company expects to start producing natural gas three years after obtaining all environmental permits and confirming the economic viability of the discovery, which is expected in 2027.

The consortium, consisting of Petrobras Colombia as operator with a 44.44% interest and Ecopetrol with a 55.56% interest, will begin gathering the essential data for the installation of the pipeline and transportation of the natural gas from the field to the onshore gas processing plant, as well as the installation of the subsea production facilities.

getquin Daily Summary 21.06.2022

Hello getquin,

Musk, Bitcoin, Musk. What do you think of Bitcoin's current performance?

America🌏:

1. job cuts at Tesla

Elon Musk is starting the job cuts only in the US for now. His goal with the more than 3,000 layoffs is to prevent a recession at Tesla, which Musk fears given current events on the markets. However, employees in Brandenburg will not have to fear for their jobs, as Tesla plans to increase the number of jobs at the new production site.

Information on Tesla's plans: https://bit.ly/3Nb8ksl

🟩 $TSLA (+0,05%) (+10,70%)

Welt🗺️:

2. bitcoin recovers

Bitcoin has managed to bounce back after breaking the $20,000 level over the weekend for the first time since 2020. In the meantime, the value was only $18,900 and has since returned to $21,120.

🟩 $BTC (+0,89%) (🔼+4,38%)

Special:

Musk sued for $258 billion

Tesla CEO Elon Musk is alleged to have artificially inflated the value of the cryptocurrency Dogecoin through his outreach on social media and then let it crash again. He allegedly promoted the currency and made it grow profitably for him. The value of the currency has now been declining since May 2021. The coin has made a whopping 134,555% increase in value when it peaked at 0.69 cents per coin in May 2021.

Click here for Insights: https://bit.ly/3HDAKtW

🟩 $DOGE (+1,2%) (🔼 +14,80%)

Stocks of the day:

🟩 Top $COIN (+0,71%) 56,00€ (🔼 +12,22 %)

🟥 Flop $ECOPETROL 0,67€ (🔽 7,07)

🟩 Most searched $AMZN (+0,11%) , 105,13 € (🔼+2,50 %)

🟩 Most traded $VLA (-0,81%) , 11,86 (🔼+14,48%

🟩 S&P 500 3,767.36 (🔼 +2.52%)

🟩 DAX 13,304.81 (🔼+0.3%)

🟩 $BTC (+0,89%) , 20.391,66 € (🔼+4,38%)

Time 16:30 CEST

Fun Fact:

Whether this Fact is so Fun I don't know.... Did you know that scientists at New York University found over 3,000 different types of DNA traces, fungi and pathogens on banknotes as part of the Dirty Money Project? Among other things, even rhinoceros DNA was found.

Sources:

https://bit.ly/3zQUPuK

https://bit.ly/3no6oCx