🇺🇸 Trump just gave the most bullish economic prediction of his presidency.
"As soon as this war is over. You're going to see oil prices drop." "The stock market will go through the roof." "You're going to see the Golden Age of America."
Inflation: 1.7% before the war. Oil: above $100 during the war. Markets: pricing in conflict.
If the war ends: Oil crashes. Inflation drops. Markets explode.
Trump doesn't say things like this without a plan. $CL $BTC $ETH
Aramco is selling its buildings to fund its oil empire.
$10 billion in real estate. Lease it back. Keep control.
💰Get the cash.
The structure is simple: Bundle offices, compounds, and non-core land into an infrastructure vehicle.
Sell a minority stake to global investors hungry for stable, long dated yield. Pay lease fees. Redeploy proceeds into upstream and gas at 3x the return.
Aramco already proved it works the $11 bn Jafurah midstream deal with BlackRock/GIP was the blueprint. This is the same logic applied to real estate.
ADNOC ran this exact play in 2020 with Apollo. $2.7 bn, 24-year lease, 49% sold. Control retained. Capital recycled.
Aramco pays a $124 billion annual dividend largely to fund Saudi Arabia's Vision 2030.
It is simultaneously running a multi-hundred-billion capex program.
Monetising buildings isn't a sign of financial stress.
But it does tell you that even the world's most profitable oil company needs to be creative about funding when the state needs cash and investment cycles are expensive.
Every non-core asset with predictable cash flows is now a funding source.
📊 President Trump is heading to China to negotiate major deals with President Xi — and he’s bringing some of America’s biggest business leaders with him.
Reported names include: • Elon Musk — Tesla & SpaceX • Jensen Huang — Nvidia • Tim Cook — Apple • Larry Fink — BlackRock • David Solomon — Goldman Sachs • Jane Fraser — Citigroup • Cristiano Amon — Qualcomm • Sanjay Mehrotra — Micron • Kelly Ortberg — Boeing
Trump says “many more” CEOs are also joining the trip and haven’t been disclosed yet.