Guest Stream: Market Talk with !Oz and Guests

EVE Online: Globaler PLEX-Markt kommt – Auswirkungen auf Preise und Handel

CCP
- 06.07.25 - 02:14:39 - 5.955 - EVE Online

• Zusammenfassung
• Original

Die Einführung des globalen PLEX-Marktes in EVE Online wird diskutiert, wobei Experten Preisspitzen und langfristige Auswirkungen prognostizieren. Zudem werden Citadel-Limitierungen und Neuerungen in Pochvan analysiert. Der Salvage-Markt, Struktur-Rigs und industrielle Prozesse werden beleuchtet, inklusive Marktanalyse und Ressourcen.

EVE Online

00:00:00

00:08:04 Mic check. How y'all doing? Back on CCP. Let's see here, we'll turn the music down.

Einführung in den Stream und Ankündigung der Themen

00:08:19

00:08:19 How are you all doing? The look is a little bit different, because usually I have my stream chat right here, but streaming on the CCP channel, that is not a possibility. So, you know, there's probably some very smart workaround, which I didn't figure out in time. But...

00:08:41 We are going to cover a whole bunch of stuff today. I was, I was going to cover the MER today, as usual, when I do this in the beginning of the month, but unfortunately the MER is not out yet. So we're going to talk about the global Plex market. We are going to have a couple of guests. We're going to do a tour around the market in EVE Online, mainly because

00:09:11 I'm not streaming on my regular channel and a lot of you might have never seen my content. So I'm going to show you the stuff that I do in EVE Online. That means I'm going to show you my spreadsheets. You know, as you do in EVE Online, I'm going to show you some of the dashboards that I've built. I'm going to explain a little bit about the market in EVE Online. And of course, we're also going to be doing an Oz Report, which means in the end, we're going to do a wrap-up. Basically like a 10-minute update onto the market.

00:09:40 Let me start, though, by introducing myself, if you don't know who I am. I am Oz. I am several things in the EVE community. One, I am on the CSM, on the Council of Stellar Management, the Player Representation Body. I've been doing that for two years. I've been elected to that the past two years, which is incredibly rewarding, sometimes frustrating.

00:10:09 Always amazing. And I highly appreciate the opportunity to be able to do that. So that's one big thing. The other thing is I've been streaming EVE content.

00:10:22 Aggressive music, there we go. I've been streaming EVE content for about five years and always focused on the markets. And that's because I'm a 20-year vet of EVE Online. And I've always, since day one, been into the trading game, building spreadsheets, eking out advantages. And at some point, I was more or less bored or burned out with that. And then I started just sharing everything that I've built.

00:10:51 Das ist das, was ich in den letzten 5 Jahren gemacht habe. Ich bin in Europa, ich live in Deutschland. Aber jetzt bin ich in Australien. Und das ist das, was ich am Streaming, als der letzte Gast-Stream heute, auf dein Saturday, mein Sunday morning. Denn es ist die einzige Zeit, die wirklich overlaps mit jemanden watching und Australien being awake.

00:11:20 Das ist mehr oder weniger die Frage, mit dem in Australien. Und das ist also warum ich nicht in Deutschland bin. Ich habe eine kleine Streaming-Studio in der Basement. Und hier habe ich nur eine Furnished-Apartment. Und das ist warum ich meine Bed und meine Shower bin.

00:11:41 We're going to be covering market stuff. And we're going to be talking about the global Plex market. We're going to talk about the impacts that might have on Plex pricing. And we're going to do so with some of the players that I appreciate in the community with very expert knowledge on various topics. And so we're going to start with the global Plex market. And for that...

00:12:10 für das, ich muss etwas probieren, denn das ist nicht mein usuales Setup auf meinem eigenen Channel, ich muss sicher, dass alles funktioniert. Das ist ein Spreadsheet, das schon sieht gut aus. Spreadsheets sind immer gut. Wir werden hier sprechen, das hier, perfekt.

00:12:29 Für das, ich werde einen speziellen Guest in. Ich werde den Musik machen und dann sehen wir, ob das funktioniert. Ich kann mich, mein buddy, Drake, in hier sehen. Drake, sind Sie da? Hallo, ich bin. Chat, kannst du Drake hören? Das ist der Moment der Truth.

Diskussion über den globalen Plex-Markt mit CSM Drake

00:12:51

00:12:51 Somebody in chat say you can hear Drake Iden. Yes, perfectly. Awesome. For those of you that... Actually, I'm not going to introduce you, Drake. You can introduce yourself. Drake, who are you? I am the CSM representative for Poshman, and I also do a little bit of economics and market stuff on the side with CCP, but that is a bit, a lot less than what you do, Oz, with the CSM. That is probably what most people know me for.

00:13:20 I absolutely enjoy the economic discussions that we have. And obviously, there's a bunch of knowledge there. You must be doing something with economics outside of EVE, I suspect, from having talked to you for a few times. Yeah, I'm an accountant and business analyst by trade. So life imitates art or art imitates life. Oh, absolutely. When I started, I was a financial analyst.

00:13:46 And that's how I got into that side of building spreadsheets and everything. But there's a thing that I wanted to discuss with you, Drake, specifically, and that is the global Plex market that is coming. We on the CSM, obviously, we've been discussing this for a while with CCP. And then when they said it was coming soon, even we didn't know it was coming.

00:14:14 this soon were you as surprised as i am that it's already coming uh monday i i thought it'd be a bit longer as well uh i'm very glad that uh we both you and i when they posed it to us um with the initial dev blog we just said you need to let people know as soon as possible when it's coming out otherwise it's going to be an app it's going to be absolutely chaos on the it's going to be out the monday tomorrow isn't it uh yeah monday

00:14:43 Yeah, tomorrow for me and day after tomorrow for the rest of the world, since I'm already in the future. So for everyone that has no idea what is coming, right, let me say real quick. So, so far, Plex was always treated as any other commodity in EVE Online, meaning it was regional.

00:15:10 You put up a sell order, only people in the region could see it and only people in the region could buy it. The only difference so far was that a Plex wallet existed, a Plex Vault, where if you buy the Plex, it would immediately end up in your Plex Vault and you would be able to then move it virtually in the world. And that was the big difference. What you couldn't do is see Plex sell orders in other regions.

00:15:39 And that is what's mainly changing now, is that Plex as a commodity is going to be on the same market as everything else, except for the difference that you're going to be able to see the orders globally from any region. That's basically what's changing. And the big announcement or the big message that I want to bring out, and Drake I'm sure as well, is that this is coming tomorrow and it says it.

00:16:08 All existing Plex orders will be cancelled. We are talking about the single item that is responsible for 60% of ISK traded in EVE Online and all Plex orders will be cancelled and the fees reimbursed. So I think the fees isn't the big concern here, but the concern is what will happen on day one.

00:16:34 with very confused players that might not be paying attention as you guys are watching the stream. And also, how is that going to impact the pricing? And that's what I wanted to discuss with you, Drake. First of all, Drake, how do you think day one is going to go? It entirely depends on how many people are going to be at their PCs when it happens.

00:17:00 I think the first person, if there's not a lot of people there, the first person who puts the price down is going to dictate the price and it's going to spike massively in the short term, is my prediction. If there's a lot of people, the first person to put it down loses their fees because everyone's going to just undercut them immediately. I still think it's going to be a lot higher on day one than it is now, but...

00:17:30 Hopefully, which is the entire point of this system, is going to stabilize very fast. I think so, too. I think when I was writing this up yesterday for my show notes, I was basically simulating what's going to happen. And one thing that happens a lot that I've learned in 20 years trading in EVE Online is fat fingers, right? When you ask everyone to

00:17:59 re-list their offers in the market, you're inevitably going to have a lot of fat fingers in there. Fat fingers meaning forgetting a zero, forgetting a few zeros, adding a few zeros. And so I think first of all, customer service is going to have their hands full with panicked people that fat fingered. And most of them are not going to get their fees back because those orders are probably going to be filled immediately if they were too cheap. But I think we're going to see

00:18:28 A lot of spiking, as you said, because just for the fact that there's not going to be a price in the beginning, somebody's going to set the price, and then a lot of people are inevitably a small percentage, but overall, with all of these orders being relisted, a significant amount is going to lose their money because they're going to make mistakes. And on top of that, I do think, though, that eventually it's going to settle back in. People have...

Auswirkungen des globalen Plex-Marktes und Citadel-Limitierungen

00:18:55

00:18:55 A very, very vivid memory of Plex pricing. Most people typically know about where the Plex price is. We're currently sitting just below or just above 6 million, depending on the hour. And I think in the long term, the effect that this is going to have is more a slight drop. I don't think in any way this is going to be crashing the Plex pricing because

00:19:24 The fundamentals for many players aren't changing. Like, for example, if you have a right now a JIDA alt, for you, typically nothing is changing. This is going to have the biggest impact for people that are not permanently stationed in JIDA or don't have an alt in JIDA. And we'll talk about Citadels in a second. But overall, would you agree, Drake, that overall the price might drop a little bit or do you have a different?

00:19:53 I think in the long term it should drop a little bit but it's still going to increase just because Plex is the pricing is pretty much a product of total ISK pool in the entire system and that's always generally going up but probably a better way to think about it at least how I pose it to myself is the inflation will be lower

00:20:22 It's going to be this slight touch that's going to suppress that increase. And hopefully if they sort this Citadel thing out, which we're going to get to, it's going to be like a decent increase to the day-to-day liquidity because it's a very...

00:20:43 Was der Trade Days Average at 0.1, 0.2? Es ist extremem low. Ich denke 0.6 eigentlich, gerade jetzt. Es ist nicht so gut wie es ist. Ja, ich würde sagen, es war 0.2 at one point. Ja, aber das war nach der New Eden Store Sale. 0.5, we're at 0.5. Das ist gut. Und dann die andere Sache, related zu sales, ist die Nevolatilität von...

00:21:10 Information of sales going out will be, I think, will be much faster to work itself out. Simply because it's eliminating travel time or logging into your gtralt, as it were, to enact on that information. So that will be cut down. Not a huge amount, it's just going to be a little underhanded nudge, I think. I think there's a few more things to consider, and that is...

00:21:39 Das hat auch viel Aufmerksamkeit auf Plex und den Plex-Market. Ich denke, viele Leute werden in und sagen, ich habe dieses Plex-Liein-Around, ich werde es verkaufen. Ich werde es verkaufen, weil sie vorher nicht haben, sie gesagt haben, ich werde es nicht wegnehmen. Ich werde es nicht wegnehmen.

00:22:03 I'm not going to make a GDA alt for this or whatever the reason is, I think this is going to put attention on it. And so people might put up more Plex for sale, which might happen. The other thing is, I think overall, if you're looking at the liquidity,

00:22:30 Und das ist die Nummer. Für diejenigen, die nicht wissen, was Drake war. Er war über die 0.5 oder 0.2 trade days available von Plex in dem Spiel. Das war 1 oder höher. Das bedeutet, dass der current Sell Order von Plex in den Forge ist. Versus den Daily Traded Volumen. So, wie lange kann der Markt survive ohne neue Sell Orte? Und das war viel, viel höher.

00:22:59 in the old days. But for the last year or two, when CCP has been running very, very popular new Eden store sales that require a lot of plex, that number routinely just drops to 0.1, 0.2. So only 10% of the daily trade volume covered by the total sell orders available right now in the forge. And so those sales are going to...

00:23:25 Und das heißt, dass die Ziele noch immer noch gewinnen werden. Das heißt, dass die Ziele noch immer noch gewinnen werden. So ich denke, das ist nicht zu verändern, dass die Ziele kommen, wenn man eine 2-4-1-Extractor-Sale hat. Und der 3. Punkt ich möchte, ist, dass...

00:23:54 There are various arbitrage opportunities and various factors that implement that govern the Plex price or that influence the Plex price. Most of all, subscription prices make Plex have a real world value and make Plex have a real world conversion value as well.

00:24:20 That's why I think the price is going to return to normal very, very, very, very quickly because there's all these arbitrage opportunities with skill extractors, with hypercores, with whatever you have. If there's too much of a difference, seasoned traders are immediately going to jump on it and make the price go back because there's just too many arbitrage opportunities and too many...

00:24:47 Too many people that understand them really well and have spreadsheets that are calculating them. And that's another reason I think the price is going to return to normal very, very quickly. But it's still going to be a bloodbath in the first hour.

00:24:59 Ja, es wird ein Blutbad. Ich denke, es wird schnell zurückgekehrt. Einige Leute in Chat sagen die ersten Zeit ist 8-9mm. Ich denke, die ersten paar Stunden sind vielleicht 8mm. Wenn es geht über 7.5mm, ich denke, die Spieler will collectively nur sagen sie zu machen. Und sie wissen, dass sie es kommen. Und das ist einfach weil sie können es überall und es gibt andere Leute holen.

00:25:26 Und das ist also, das ist auch ein wichtiges Thema, ich glaube, wir haben nicht erwähnt, was sie gesagt haben, auf dem DevBlog gesagt haben, dass die Kontrakts nicht weitergehen. Also, die Leute, die private Kontrakts sind, und die Veranstaltungen in verschiedene Discords, wie die Abyssal Trading Discords, das ist nicht weitergehen. Also, das ist also going zu haben, wahrscheinlich, ein ganzes Hidden Hand in den Preis erstellen, und zu machen, dass es nicht weitergehen.

00:25:55 And there's one other thing that we haven't talked about, Drake, and that is Citadels. I've opened the CCP Masterplan Discord Reddit post that we discussed earlier. So apparently, and this isn't as easy to grasp what you would think, but apparently, so Citadels aren't changing in the way that they will handle Plex orders. And that means that

00:26:24 Most importantly, because the limitation has always existed in upwell structures, sell orders at a structure will only match with buy orders that exist at the same structure.

00:26:41 So, if you put a sell order up in a Citadel, it's not going into the global Plex market. That is how I read this, Drake, right? I've read it three times, and every single time I've read it, I've come to a different opinion. The way I'm reading it right now, again, is...

00:27:08 Let me read it again. We need CCP Masterplan in chat. I read through it with Kenneth, and Kenneth was like, right, so it's like this, and I'm like, yeah, and then I disagree on a small thing, and he said, no, but this is how it functions now. Like, does it? So, yeah.

00:27:31 um take on that is they can buy from no they can't they can sell to anyone else in the universe but they cannot buy from anyone else in the universe they because

00:27:52 So I am pretty sure that these sell orders that will be put up in Citadels will not be able to enter the global market. And I think that is something that is not a design decision, but it's a limitation of the way that upwell structures are handled.

00:28:21 Right now, if you think about Perimeter, for example, the Citadels in Perimeter, you can put up a buy order for Plex.

00:28:37 And it will fill anywhere in that region. And the sell orders that are in Citadels will also fill in the same region. So if you're not in the forge and you put up a sell order for Plex, then people will be able to buy it within that region, but they will not be able to buy it from another region. And that is...

00:29:05 das wir haben an Upwell-Structures. Und das ist so, ich meine, Chat, das hilft uns zu verstehen. Das ist ein Schade, weil eine große Anzahl der Bevölkerung ist in NullSec, die R ist almost entirely, aside von NPC-Space, in Citadels. So die größte Effekte dieses System könnte haben, hat es sozusagen been either WIPED OUT oder PUT ON HOLD, wegen dieser Limitation. So ich wirklich, wirklich hoffe, dass CCP

00:29:34 ...addresses this as soon as possible. Because it's going to take the wind out of the big effect that we would expect to see from this. Yes, unless you're lucky enough to live in NPC Null, where you can use NPC stations to then actually do what this intended to do. We did it, boys. We buffed the curse region. We did it. So, I think...

00:30:03 Yes, as Hirebrand is saying that Singularity is live and we should test it live. If this was my own channel, Hirebrand, I would absolutely do that. Since I'm guest streaming on CCP, I'm not going to make any experiments that I didn't prepare for, but I appreciated Hirebrand that...

00:30:24 Er hat drei CSMs und keine Tests testen auf Singularity. Die Sache ist, wir alle haben andere Lives. Und sicherlich, es ist, es ist auch da. Auf der anderen Seite, da sind viele Dinge, die CSM finden,

00:30:53 Very short notice, right? And some things, when you read them the first time in patch notes or in dev blogs, you read over them and you think, okay, yeah, that makes sense. Okay, Citadels will not be changing. So you look at it as, okay, Citadels won't be gaining a certain benefit, but you might still be thinking, well...

00:31:20 Es ist nicht going to hurt den overallen Plan, das ist set in place. Und das ist wie ich das erste Mal habe. Jetzt habe ich re-Reads diesen Kommentar. Ich denke, dass es klar ist, dass das Limitation ist. So ich würde mich nicht so surprised, dass CC nicht reagiert. Aber ich werde absoluten testen und sehen Sie das morgen.

00:31:47 Es ist nicht so, wie wir es haben. Es ist nicht so, wie wir es haben. Es ist nicht so, wie wir es haben. Ja, und ich habe es gemacht, mit den CSMs zu testen. Und das ist wahrscheinlich ein sehr guter Punkt. Times points out, dass ein CSM-Kenneth hat, ein bug, das er hat. Aber wir wissen nicht, ob es ist oder nicht. So, als ich verstehe es...

00:32:12 Ich hoffe es ist, aber ich würde gerne das aus.

Neuerungen in Pochvan und Diskussion über die Barbaroga

00:32:40

00:32:40 Ich würde sagen, ich hoffe, es wird fixiert auf Monday. Das wird ein paar Tickets für CZP sein. Wir sind aus dem Zeitpunkt, Drake, aber da ist eine andere Sache, ich wollte kurz zu sprechen, und ich möchte kurz auf die Patch Notes sprechen. Die letzten Patch Notes included ein paar neue Dinge in Pochvan. Und während ich das aufrufe, kann ich deine Meinung auf...

00:33:09 warum diese Veränderungen wurden gemacht und warum du, besonders als Podgefan-Representator, pushed für sie? Ja, das ist der nächsten Schritt in eine große Planung, das wir hatten mit mir und einem anderen Dev. Und es ist nur ein Fall, dass es die Zeit von dem Dev zu tun, die Veränderungen zu machen.

00:33:35 Er hat auch viel Arbeit auf den Drifter-Crisis gemacht, das ist warum wir nicht viel hatten in einem großen Zeitpunkt haben. Und dann haben wir diese große Wattre-Change. So die erste Wattre-Change wir als ich auf den CSM wurde, wir rebalancen die OBS, wir haben die Fortser unter Kontrolle, wir haben versucht, die CCTV und die mehr egregische Multiboxen.

00:34:01 And now the big part of this one was, well, we've got that pillar sorted. Now we need to introduce working pillars around it to support the rest of the region. So this is an entire rebalance and rework of all the smaller sites. So they now pay out good amounts of money. And there's hacking in there as well. And also we have put salvage beacons in. So when the sites are completed, salvages who are...

00:34:30 Ja, um...

00:34:42 This one's just essentially just been a long time coming. I've been alluding to it coming in a few interviews, like kind of recently, but we just didn't have a patch day nailed down. So now it's finally come out and I'm stoked and it's been received besides some, you know, criticism here and there, which is expected. It's been received extremely well.

00:35:06 Und ich habe nicht testet das, aber die whole UI change in den Entropic Disintegrator, so you can see the spooling up besser, das muss man ja, das ist ein wirklich cooles. Das hat nichts zu tun mit mir, das hat sich nur gelungen in die gleiche, aber das war ein cooles. Es ist nicht wirklich ein Poshman change, es ist eher ein Triglade.

00:35:33 Ja, aber es ist auch wirklich cool, es kam nicht lange nach dem Barbaroga kam. Ja, und das ist, ich möchte kurz sagen, ich habe mich über die Barbaroga ein bisschen auf streamen, weil das neue Triglavian Dreadnought ist, es ist immer sehr günstig, die Prices sind immer wieder runter, mostly weil die Trig-Salvaged Triglavian...

00:35:57 Zero-point field manipulators make up about two-thirds of the Barbaroga price, and those are the current bottleneck in the production, and the supply is having a very, very tough time catching up to the massive demand. I think the number was, in the first two weeks, there was about 1,000 Barbarogas built, which is great to see new...

00:36:24 New ships being very, very popular, but also in order for the price to come down, I think zero-point field manipulators need to be more widely available, obviously. And the prices come down about 10% this week or 15%. But overall, we're still looking at very expensive Barbarogas. Yeah, which is probably what you would expect from an eight slot.

00:36:51 Tank massive projection bonus chip. Yeah. I pulled up the picture you sent me, by the way. Yeah, so if you want to get into getting the Babaroga prices down, we need zero-point field manipulators, and the best place to get that is Hospodar farming. So Wormholes into Poshfunt, they have dungeons on either side. So on the K-Space side, you can get...

00:37:18 The Hospitals to infinitely respawn, which is really good for salvage. And as long as you don't get ganked, you can just salvage away in your Marauder for as long as you please. So if you want to help out making the Barbaroga cheaper, this is how you do it. So I'm just doing my part in bringing 0.3 manipulator prices down by sharing memes on the CCP stream. Cool, Drake.

00:37:45 We have a few other topics for today, so thanks for joining us. Any other things you want to mention before I let you go? No, just the main thing is everyone just be ready for Monday to get any Plex that you have on the market back on the market. Otherwise, it's going to be chaotic. Just be aware of that bug that I'm not sure if it is fixed or not regarding the Coppola. And come to Poshfin, we've changed a lot of stuff.

00:38:13 Es hat sich so viel über die letzten, sagen wir, seit sechs Monaten jetzt, dass es jetzt in einem besseren Ort ist. Aber es ist noch ein langer Weg zu gehen. Es ist noch ein sehr guter Work in Prozess. Sehr gut. Und wir hoffen, dass CCP nicht das Bugs auf dem Bildschirm, das wir hier sehen, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr, sehr.

00:38:41 for stopping by, and hopefully we'll see you on the stream sometime soon. Yeah, thanks very much for having me. See ya.

00:38:50 Cool. All right. Let me just check on another surprise guess. This was, as I said earlier, I had to improvise a little bit since the MER is not out. So we're doing a lap around New Eden with various people today talking about various economic topics. That was the start with...

00:39:18 the global tax market and CSM Drake it in and let me just I'm just lining up our next guest here cool so

Vorstellung des Trading Dashboards und Diskussion über steigende Salvage-Preise mit Sir Smashalot

00:39:44

00:39:44 This right here is my trading dashboard. So if you watch my stream regularly, then you see this all the time. There's also a web version for all of you to use on theoz.space, at least in a similar fashion. And this is basically my one-stop shop.

00:40:13 to look at the new eden market every morning right um as you would in the real world on your trading dashboard this is my new eden dashboard and what this is is it shows you every item category in eve online and it shows you the weekly trend it shows you how it is currently priced versus 52 week average it shows you

00:40:38 how much is being traded this week compared to 52 week volume it shows you how much is available in daily trade days so how many dividing the current available sell quantity divided by the daily trade volume it shows you what the weight of this category is in the overall trade and it shows you very crucially what is the current week average traded quantity so you can see

00:41:06 welche commodities are actually the ones very relevant, highly relevant, and which ones are moving the markets in New Eden. And so this is one of the dashboards that I can't live without. I love it. I use it every day. This governs a lot of my trading and a lot of the things that I talk about when I talk about the EVE Online markets. And one thing that...

00:41:36 that became apparent this week was salvage pricing. So you can see right here, for example, Tier 1 salvage is up 12% on average this week. There are some of them that are up 20%. If I go to my AusReport dashboard here, you can see that category on the top left is called trending up this week. Those are items.

00:42:03 with a daily trade volume above 5 billion that are rising the quickest in price. That's the top 10 in New Eden. And you can see that out of the top four, three are tier one salvage, and they're going up 25 to 40%. And this is a massive part of the EVE Online economy. So you might be asking,

00:42:28 What the hell is going on there? And to discuss that, we're going to have no other than Sir Smashalot on here. Smash, can you say something so I can check if chat can hear you? Say something. Awesome. Awesome. Smash. I think after an interview that you and I did...

00:42:54 I don't know, it's already a year ago probably. December. December, right before I went to Australia. Since then, that video has gathered something like, I don't know, 30,000 viewers on YouTube. And it's probably the most controversial video that I have in terms of feedback, in terms of, you know, people getting angry about something, people being amazed about something. And obviously...

00:43:23 Was you do is something that splits the community, so to speak, into some people admiring it and some people hating it. The way I describe it in that video is that you're probably EVE Online's largest industrialist based on monthly revenue. At least you were in December of last year. But can you...

00:43:52 introduce yourself and with a few words say hey that's that's what you do and also share with us your daily or monthly revenue in your industrial activities

00:44:07 Ja, so I guess unofficially or officially the largest industrialist in EVE. I gave you the title, you can have it. Yeah, yeah. 30,000 views, holy crap. That probably does explain a lot of the messages that I get even to this week. But how would I describe this?

00:44:36 The...

00:44:39 Oh, how would I begin this? I guess my mind is on the salvage market, so I guess introduce myself. So yeah, to introduce myself, largest industrialist in the game, I kind of took a step back from Tech 2 production. I retained my toes in the salvage market, hence I'm a relevant part of this conversation.

00:45:08 And due to some events that have happened over the last month, the salvage market has gone up a lot. And then, yeah, in terms of revenues, just before I took a break, I think I was peaked around 7.5 trillion ISK per month in revenue. That's per month. So I'm going to stop you right there. So just so everyone... So you heard that right. He said 7.5 trillion ISK.

00:45:37 A month. And that's why I gave him that title, because I just don't know anyone that does more than that. And interestingly, it's not super broad, Smash, right? You have your areas of expertise that you do most revenue in, right? So, yeah, there was a question about in the video I fully intended on leaving.

00:46:01 And then as I was winding down, I was kind of looking at the competitive environment and the time requirements to stay. And I just went, well, for 10% of my old effort, I could retain about 40% of my old income. And I just said, well, that's not going to compete with the other things I wanted to do this year. So I kind of kept with it.

00:46:23 So the Tech 2 production, so Tech 2 hull production was sort of the big time sink, but the benefit there is your profits are preordained, like you can't lose money doing it. So it just becomes a logistical problem there. So once you have the capacity to make any Tech 2 ship, you can just set up a system to where you cycle through the most popular items and just make money. And then it just becomes a...

00:46:53 So I scaled back.

00:47:19 Was I retained was, and what I do currently, is I still maintain a heavy influence in the structure rig market. And that's been basically my bread and butter, or I guess my playground for the last five years or so. So if you've bought a structure rig, there's like a 98% chance it came from me. I mean, the reason I initially...

00:47:45 Ich war so ein großer Partner für mich, in GEDA und insbesondere mit Salvage, was einer der großen Strukture Rigs war, und ich würde sagen, hoovering up, vieles von der supply in GEDA. So für diejenigen, die nicht wissen, Strukture Rigs

00:48:13 Das kann man sehr viel, besonders die großen. Und wenn sie zu einer Struktur sind, wie Shiprigs sind, sie sind basically destroyed. Wenn man die Struktur ist, ist, ob man die Struktur ist, natürlich. Aber wenn man sich einfach auf eine andere Region ist, wie ein Allianz, zum Beispiel, die Rigs sind verloren. Und das bedeutet, dass eine neue Demand für Ihr Business ist.

Strategien im Struktur Rig Markt und Einfluss auf die Salvage-Preise

00:48:44

00:48:44 So in the interview I did last, I kind of explained sort of two worlds when it came to industry. So with Tech2 Production, your profits are preordained. You just run through the same process and you kind of just, you can pick your path for optimization. Where I said that there's this other world where you can have a market which the individual items are highly illiquid.

00:49:12 A particular structure rig might only sell two or three per day. Not per day, like per month.

00:49:21 On an individual item basis, it takes basically zero competition and there's no profit. So it's not necessarily a market that you're blindly producing things. You're looking at the market from a more strategic level. So one of the things that I mentioned in the last talk is the balance between supply and demand. So the supply of salvage from things that get destroyed and the end demand, which is that salvage going into new rigs.

00:49:50 is balanced over very long timeframes. But the supply salvage is generally fixed and reasonably inelastic. But the demand for rigs on a week-by-week or even, let's say, month-by-month basis is variable by about a 5x. So what can happen and what has happened and why we're having this conversation is if

00:50:19 Events happen in the game where folks are anchoring a lot of new structures. The amount of liquidity that is visible on the market gets drained very quickly. And that results in rapid price gains. And as someone who happens to maintain a 98 to 100% market share...

00:50:40 You know when this is going to happen. And it's very easy to kind of push prices off that cliff when the first person who decides to make sodio rigs decides to drop in 120 bill worth of orders. And all of a sudden, nothing gets filled and the prices go up by 40%. So that's basically what happened. And strategically speaking, right now, we are in a situation where we have

00:51:09 Not one, but multiple alliances moving from one region to another. And then we also have a war going on that is destroying a few structures here and there. And that is why right now we're in one of those hot phases that you described, right? So the war had a minimal impact on structure demand just due to the regions not being popular.

00:51:36 mit Structures that would take a lot of salvage to populate. So it was mostly an area for miners and radders. So you had mostly fortisars and some mining infrastructure. So that's not going to move the needle too much unless it was left to be resettled by someone who had different intentions, which I think is actually the case. I think Goon's moved into there. I don't know for certain.

00:52:02 But the larger impact is if a group decides to move. Like, as you said, if the structure gets unanchored, the rigs are lost. Yeah, so there's that. Or you have somebody who has established infrastructure, and their space gets glassed. And they happen to be an established enough group to where they can replace that infrastructure with capital that they've saved up.

00:52:30 Um, but yeah, if, if a couple of regions for a group that's well-established, if they want to commit two to three trillion in a short period of time, the visible market can't maintain it, but I can supply rigs to those people if they need it. So, um, some advertising.

00:52:52 Ja, ich wollte das in eine Publik-Service Announcement sagen, hey, wenn man 6 Audios braucht, dann wird der Markt verantwortet. Aber das ist die Mechanism in der ich meine Profit derive.

00:53:13 Mit der T2 Produktion, der Ship Produktion war, war sehr stabil. Mit dem RIG Market war es ein Feast und Famine. In den Zeiten, die sich quiet war, würde ich sagen, in den letzten vier Monaten waren, ich war ein Net Accumulator. Ich war das Vakuum, um zu kaufen, all die Salvationen, die in den Markt gab.

00:53:37 I could then slowly let prices drop and then play games with people that are trying to bottom fish and so on and then I just wait for the game to play its course. And then when events happen, then I shape the market in such a way where all it takes is one eager individual to send the market quite high.

00:53:58 So I was looking at which items were particularly moving a lot. And yesterday this happened to be, for example, conductive polymer. And the biggest sink for those and the biggest trade volume is stand-up XL manufacturing efficiency rigs. So is that an example for one of those that you're talking about? Yeah, so...

00:54:26 If you want to drop three XL rigs into a Sodio, you're looking at close to 300,000 units of contaminated Lorenz fluid. If you look at what's visibly available on the market, you can't buy it even if you had the ISK to pay for it. If you're a group that wants to anchor three or four of these, there's your problem. Because what I said earlier is supply is inelastic.

00:54:56 you can double or triple the price and you're not actually going to see much more supply that was actually something i was that was something i was actually quite surprised by and something i tested for and if if you're if you're interested in data sleuthing you'll actually see experiments where i've run where i've taken slightly less bottlenecked salvage types and just trip

00:55:21 Older quadrupled their price just to see if I could actually coax people into selling their inventories. And then setting the price when I found a whale. So like Smash Trigger Units was a really good example over the last few years. I just kept pushing the price up, pushing the price up, until I had a whale come in and sell me 20 million units worth of it. And that just became the running price for about a year. And then I've kind of let it do its thing since then.

00:55:47 And how do you define a whale in that context? I mean, it's just a large-scale trader in EVE Online or someone who spends a lot of money on EVE Online? It depends on the type of salvage. So it's actually kind of fascinating because I was warned by friends that there were folks that would just...

00:56:13 mine are like rat and salvage rat and salvage rat and salvage and then never sell and you know years go by and they then they accumulate a lot of salvage um but then i tell my friends i'd be like hey like 60 billion isk turns over every day on a regular day so if someone comes with 20 billion of some random amount it doesn't actually materially change too much and that was sort of the aha moment that i got about three years ago

00:56:42 If someone comes in and sells 50 to half a Trillinisk worth of salvage, it gets worked out within a few weeks. So for the conductive polymers, which was an example, I can prevent someone from building a structure rig by making sure they can't get one type of salvage. You can have everything else.

00:57:10 But if you're missing one type of salvage, game's over. So there are, within the T1 and the T2 market, there are, I would say, the common bottlenecks, which contribute, let's say, most of the build cost. So these are generally hard to get, but then they're sort of like a second tier, so probably like the third to fifth most expensive to build. While these are easier to accumulate during low demand periods,

00:57:39 Es dauert eine Triviale amount of risk, um den ganzen Markt zu kaufen, sogar wenn du zwei oder drei times die going rate betraut bist.

00:57:47 Und in your experience. Und ich bin der einzige Spiel in der Stadt. So no one, like no one can make rigs other than me, unless you've previously accumulated stuff. And the market will always have rigs for sale. So the person has a choice between waiting, which, you know, there's an opportunity cost with that. If you don't put up infrastructure, you're not turning over risk or you're not supplying a service to your group.

00:58:15 Paying more, so raising the price even more, but based on what I said earlier, supply is inelastic, so you can raise prices quite a lot. At a certain point, I'm not actually going to keep raising the price of finished rigs, so there comes a point where you're actually going to pay more to make your own rig than it would be to buy. But for those folks that, let's say, got 80% of the way and now are short, you now have a sunk cost sort of dilemma.

00:58:43 Do you buy the rig and then dump the salvage that you accumulated over the last few weeks? Or do you just bite the bullet and get the last remaining bit? So hypercapitalism in action here. Do you understand why some people don't agree with your approach?

Kontrolle des Marktes und Hyperkapitalismus in Aktion

00:59:07

00:59:07 Which approach? Let's say to control the market. I mean, because I would argue that in a way you are, it seems to me that you like, you thrive off that power that you have on that market. That's what keeps you going, right? I mean, this generation itself is not what keeps you going.

00:59:32 So in a previous life, I was an equities trader, and my role was to actually find algorithms written by banks and exploiting them. So that knife fight that you would get is something I still get, I guess, joy from in EVE. So the structure rig market is a market that has an industrial component, but it is pure market PvP. The industry component is...

01:00:02 ist eine, ich weiß nicht, eine Triviale Schritt. Die Blueprints sind günstig. Die Rigs dauern weniger als eine Stunde für die T1 Rigs. Sie sind nicht klein, sie sind easy zu transportieren, sie sind expensive. Wenn Sie explodieren, und wie heute, ich war mit 450 Billionen ISK worth von Rigs in einem Lohn, also wenn Sie explodieren, das ist eine Sache. Aber es ist nicht die Industrie-Side.

01:00:31 Es ist die Strategie und die Gameplay-Sidee. Das ich ganz genieße. Wenn man sieht Events in den Spiel und man weiß, wie es geht, ist es viel Spaß zu sehen. Und die größere Allianzen, würde ich sagen... Die Hypothesis ist immer, dass sie immer...

01:00:56 von der Jeter-Market als möglich, besonders auf der Supply-Side. Aber es scheint mir aus Ihrer Geschichte, dass das nicht der Fall ist. Und wenn die S-Hitze der Fan, sie absoluten brauchen, dass die Supply von Jeter-Market werden.

01:01:22 Oder es andere Industrials versuchen, die Nullsec-Demand zu füllen, indem sie in den Markt nicht wissen, was sie sind. Ist das eine gute Summe? Sort of. Es ist nicht in common, während ein Krieg ist, was etwas explodiert, und etwas ist, dass jemand, der salvage ist, das Lüte, zells es in Gita, und dann eine der Infrastruktur-Folgen in der gleiche Gruppe,

01:01:50 A few weeks later end up buying finished rigs from me. So more organized groups will obviously try to take that supply and use it internally. But other groups, it's enterprising individuals making a buck for themselves.

01:02:16 Not too many people are gonna go and salvage a big fleet fight and go, great, I'm gonna go make a bunch of moon drilling rigs from this. They're gonna take the easy win and sell the salvage.

01:02:33 And the 98% market share you're talking about, though, is the forge market share, pretty much, because you're not... No, all five main high-sec regions. Yeah, but not... Because the alliances are building their own rigs to a large extent. Where they can, yes. Possibly, where they can. So the 98% is high-sec. Yes.

01:03:02 Ja, die Visible Markets. So, you could take the market history of five core regions, map it to my sales history, and yeah, it's 98% to 100% on most of the items, or if not all. Cool. All right, so summing it up, most of the price increases that we have seen recently in Salvage is...

01:03:30 Triggered by structures coming down, large alliances moving and them having to replace a lot of these rigs. But since you control most of the highsec market, a lot of these prices or price movements that we're seeing currently are almost all directly or indirectly influenced by you. Is that fair? Yes. Yeah.

01:03:59 Absolutely. Cool. Yeah, so the system that I'm looking for right now is I'm looking for two people trying to make rigs and then their competition ends up forcing prices. So it's kind of like a, almost like a snowball on a hill. You kind of get the little ball going and give it a little push and the momentum carries it to the point where people capitulate. So the expectation is

01:04:27 Ich glaube, dass die RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-RIG-

01:04:51 Because I've seen this cycle enough times where I know, so for folks that are looking for a forecast, within three or four weeks, people will have their structures up, and demand will go back to that baseline, which is about 60 bill a day. Okay. So you can wait, and you might get lucky, but prices are sticky once they go up.

01:05:19 So while Savage prices might go down, the rig prices will take a little bit of time. Because no one can compete with me. Because the employees that I exploit, they don't have any inventory left. So they have to wait for me to give them the ability to reaccumulate inventory.

Technische Hilfsmittel und Ausblick

01:05:43

01:05:43 Somebody in chat is asking, how many Excel charts does it take? You've graduated out of Excel. Yeah. I don't think that this would be... This form of gameplay is not really a spreadsheet problem. You could... You'd maybe need something to...

01:06:07 Maybe match spot price with build cost and then your inventory cost with spot price. But that's not too terribly complicated. Because like I said, the structure rig market is not really an industry activity. So you don't need anything complex. But in terms of the data infrastructure that I set up, I'm...

01:06:32 Yeah, I'm using a SQL database and then Power BI is my visualization layer.

01:06:38 So, but yeah, for years and years and years I used spreadsheets and then moved off them once I outgrew them. And then I remember in December we talked and we reconnected you with a long lost Nemesis, I think. Nemesis is not the right word. Yeah, yeah. Competitor, possibly. Is he still playing and is that feud still going on?

01:07:06 I wouldn't call it a feud. They were the original incumbent. So there was a battle when I was much smaller for control. So this is why I say this is a market that should be, in theory, impossible to derive profits from. But once they took a step back, they were really the only person with the financial and intellectual capacity to...

01:07:31 The entities that remained were people that weren't paying attention, either because they didn't understand the market or they were running automation. So the folks that were running bots, once you understood the rules, they were very easy to farm. And for certain botting operations or market update operations, these characters can last for years before eventually CCP catches up with them.

01:08:01 Und dann, ja, für die remaining Human, sie sind mein EMPLOYEE und haben so für die letzten fünf Jahre. Ich denke, Crota sagt in Chat, Smashalot forced mich aus dem Structural-Rig-Market in Dixie und DeMar back in der Zeit. Ja, so, ich bin nicht die einzige Person in da, so es gibt Leute, die in die Töne werden und ein paar Rigs.

01:08:30 I can't actually differentiate between those individuals and people that may have bought rigs and then decide to resell them six months later. So when I talk about a competitor, I'm talking about folks that are looking for broad market coverage that are doing that because they understand that it's not at the individual level that you're looking for sales. You're looking at it from a system level because it's 60 billion a day across the market.

01:08:59 But what RIG sells that day is sort of a random distribution. Well, not really a random distribution, but it's a bit spread out.

01:09:16 Cool. Well, Smash, there's a lot we could still talk about, but I think we'll do that in a follow-up interview in one of my next streams. We'd love to have you back on there. No matter how you look at it, it's very impressive what you're doing with this market and EVE Online overall. So thanks for stopping by and explaining the salvage market to us. And yeah, any other...

01:09:45 was du mit der CCP-Stream? Ja, ich glaube, das ist für einen broaderen Zuschauer. Wenn die Leute in der vorherigen Interview gesehen haben, dann sollte man nicht sehen, dass man trillions von VISC braucht.

Industrielle Prozesse und Marktanalyse

01:10:08

01:10:08 Dozens of accounts to make a profit. I think that was sort of lost in the message of showing big numbers. The non-heavy PVP side of industry is just a math problem that you can work out and solve. And if you choose to scale, that is a separate problem all into itself. You can more than easily

01:10:35 So understanding and knowledge is more important than account scaling? Absolutely, because a bad process at 50 accounts is still a bad process. You're just now running yourself under the ground. Yeah, that's like people running a very large negative skill farm.

01:11:04 uh because they're not taking advantage of the right discounts see it all the time all right uh smash awesome to have you uh back on the show and uh i'll i'll see you very soon thanks for stopping by yeah awesome all right take care thanks for having me sure bye

01:11:23 All right. So I posted the original interview link with the 7.5 trillion ISK industrial operation that he runs. I posted the link in chat. So if you want to watch that interview, it's one that has gathered not only views, but a lot of...

01:11:52 Comments and questions in the past year or so. What Smash does is absolutely impressive. And in that interview, he shows us also the Power BI dashboard he uses and everything. So you can check that out. Really, really, really good. So that's just the...

01:12:14 The salvage market, what I want to do for the second half of the streams, I want to run you a little bit through my my dashboard and we'll take a look at the market. We'll look at some of the current movements that are going on. And then we're going to wrap it up with an Aussie report like a 10 minute run through through the market. If you have any general trading or Eve economics questions today.

01:12:40 Since this is not my usual audience, this is very much a broader CCP audience, feel free to put any questions you have into chat. I'll be happy to take it very flexible to answer any questions. So there are no stupid questions if you want to understand margins or what are the actual processes of getting into station trading.

01:13:04 Feel free to dump all those questions in there. Hopefully I'll see them and I'm happy to answer them. The second half is going to be much more relaxed on the stream. So let me start with my dashboard here.

01:13:19 This right here is the dashboard that I use in my trading operations, as I said earlier. And so what we're looking at here is, for example, something like, you know, the daily trade volume in the forge is right about 15, 16 trillion or something like that every day. Out of that, about two and a half trillion is raw materials. And you already see what I mentioned earlier about Plex, pilot services and accelerators.

01:13:48 you know plex skill injector skill extractors cerebral accelerators those make up over half of all trading in if online all right so that is something right out of the gate you got to understand that most of the trading that actually happens and most then associated also most of the taxes and fees that get sucked out of the system happen from

01:14:13 plex skill injectors and skill extractors that's over 50 of the market right you then get into things like moon materials for example moon materials that overall make up about 280 billion a day yeah um they right now are very much uh on the cheap side because of the introduction of metanox moon mining right metanox moon mining meant

01:14:42 Passive Moon Mining, mostly in Low-Sec, but applicable in Wormholes and Low-Sec as well. And that overall implementation has dropped Moon Materials prices, especially R4 and R8 Moon Materials prices, to about 50% to 60% of 52-week average. So it's trading at about half price than it was a year ago.

01:15:11 Looking at the other three, R16, R32, R64 moons, the prices initially spiked, but now they've come back down and they're just about even. And especially in the last week, we've seen rather drastic drops in prices in moon materials.

Mineralienmarkt und Patch-Auswirkungen

01:15:34

01:15:34 The next category is minerals. So, you know, basic minerals in EVE Online. And for that, I'm actually going to open the game client here that I haven't yet. And this is if you're wondering, you know, how can this guy stream about EVE Online without opening the game client? This is what happens every week in our streams.

01:15:58 About 5% of my game time happens in game. Let's just be honest. Minerals. One big spreadsheet up. That's the game client. That's right. I do. I need to pull up the game client. I also need to pull up something else here. One thing that...

01:16:25 that i have to say about minerals is that last week there there were were patch notes right uh we have them up here and if we look at pi right here this is the this is the change this is the change that um that was addressed by ccp last week in the patch notes okay um and let me just make sure i have the right windows up here

01:16:53 All right.

01:16:58 So, essentially, CCP introduced measures to make pyrite reprocessing more profitable and therefore in...

01:17:24 injecting more pyrite into the system and therefore bringing pyrite prices down which interestingly enough and that's where i need the game client give me a second here gotta go into potato mode right

01:17:40 For those of you that don't know, okay, just dropping some trading tips and tricks here while we have a large audience. If you push Ctrl Shift F9, you immediately enter potato modes. You turn off the station graphics. And then if your computer isn't up to par, or maybe your RAM is short or whatever,

01:18:08 It's going to help your performance when you're trading and not looking at anything anyway. This helps in other parts of the game as well where you need to be quick. But it just turns off the entire UI or the entire graphics in the background. So, if I may show you here. Let's go into minerals. So, let's talk about Pyrite first, okay?

01:18:37 Let's talk about the entire US history. Pyrite...

01:18:46 was at this very very high point almost hitting 35 is per unit that was all driven by the introduction of metanox moon mining so we've had rising rising rising pyrite prices which is an issue for the economy because pirate is just an absolutely everything almost especially tier one tier one ship holds very much influenced by pyrite and the the change that

01:19:14 we saw in the most recent patch did what always happens uh it caused an overreaction the overreaction was overall not very big though so we saw prices drop to about i don't know about like 27 or so which uh which isn't massive yeah which isn't massive um and since then in the past week we've seen prices creeping back up so the the question that we've been discussing in the community is okay

01:19:44 Were the changes that were introduced high enough to actually bring pyrite prices down? And the initial response that we are seeing from the market here is probably not, because when we saw the initial overcorrection here, the overcorrection only went to about 28, and we're back to what, almost 30 again here. What's the current sell price in the forge?

01:20:12 Yeah, it's about 30, right? So prices have come down. They haven't come down by that much. Sometimes the initial changes to minerals are more speculative in nature. And the actual effect of the change takes a few months to implement. So we'll have to wait and see. But initial reaction would be, you know.

01:20:40 Nice change, but probably not enough. We probably need more ompf. That's my takeaway right now, and that's something that we're going to be discussing on the CSM with CCP, obviously, to see whether that change was enough or we need a little bit more. The other big one was Morphite. Okay? So, if we go here, and for that I'm going to pull up the patch notes again.

01:21:10 And again, this isn't my usual setup.

01:21:16 When I'm streaming on the CCP channel, there's a few things that take a little longer because I have to pull up various windows. But if we go and look at Morphite, with the introduction of the Tier 3 mining upgrades and the improvements we made to Tier 2 mining upgrades in the Revenant major update, we ended up overcorrecting the amount of Morphite supply available, making it more plentiful than we would like. And so we're making adjustments to the respawn time and the availability of the Mercoxid deposit tied to Level 2 and Level...

01:21:45 three mining upgrades. So that is this right here. Morphite and

01:21:58 Clearly, right here, what you see right here was the pre-March, the pre-tier 3 mining site upgrades. And this is what CCP meant by overcorrection. So it dropped way below even, you know, previous price floors. We ended up being more in the 30, 35 range. And since the announcement, this was Announcement Day.

01:22:27 again we saw an overcorrection so people said okay ccp is going to restrict supply but immediately it came back down so while last week we saw the the intended effect um this week we're seeing both of these both of these changes uh both of the overreaction to these changes being corrected a little bit and that you know the

01:22:54 The initial interpretation that I have for that is similar in Morphite as it was to Pyrite in that if the initial overcorrection isn't that big and the following week already returns back to similar levels, that's probably an indicator that your changes didn't have a huge impact.

01:23:24 As I just said, for PyRite, let's take a few weeks to take that in. Let's have a look. And then we're going to discuss whether we need additional changes.

01:23:36 Let me just, I'm checking chat here, people saying price is affected by, price is definitely affected by war. Morphite, not so much. You know, I mean, like clearly trade volume is up. So if you look at, if you look at Morphite trade volume after the March patch, it's been fairly consistent. So, you know, the March patch is, is here.

01:24:04 And then you've seen a higher volume daily average, but still, you know, I would say the volume was high and the war didn't impact it hugely, at least not the forge volume. For other minerals it's different, but for Morphite not as much, just because it was so highly available. Yeah, but then...

01:24:30 We'll see where that goes. Let me just over chat again here.

01:24:39 Overall, I think mineral levels, especially after March, the initial intention was to bring the very, very high mineral price index down. It's been a partial success with certain minerals, especially with Morphite, as you can see here, which is a core component of Tier 2 manufacturing.

01:25:06 Und das ist, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass es, dass

01:25:36 Sure, I mean, especially in Null, alliances will keep stockpiles. But on the other hand, you know, especially Morphite, you would think that stockpiles are very, very high because of the introduction of these tier three mining sites and the clear adoption of them after the March 18th ban.

01:26:05 um let's go back to our dashboard check in chat here um morphine somebody said morphine all right um

Exploration Loot, PLEX und Schiffsmarkt

01:26:35

01:26:35 Ice is expensive right now, you know, high production and lots of move ups. That's the explanation for ice being expensive right now. One thing that we see here, right? These molecular forging tools, molecular forged materials and advanced protective technology, this is...

01:27:05 this is exploration loot that then goes into capital ships and super capital ships right not exclusively but you know as a big sink

01:27:21 In the past, these were very, very expensive because in times of very high dread production, like we're seeing now, dreads are very, very popular right now. And there is or were very, very large battles going on in the last few weeks and months. These prices spike because the availability of this exploration loot is very limited. So there are a lot of...

01:27:50 people trying to strategically buy these in the markets because they're so tough to farm. It's very tough to farm these at an industrial level as an alliance. So the supply of these are very much a strategic matter for alliances. And so these prices have been very, very high, but in the last patch, and that's the third thing,

01:28:19 Let's see here. Exploration. We had this change, and that was metamolecular combiners and isotropic deposition guides, which fall into this category, have been added as rare drops to the data and relic side escalations, which come exclusively from the new exploration sovereignty upgrades. Now, while that is true,

01:28:42 It only applies to these two categories and not the advanced protective technology category, which is relevant to super capital production. And so the effect that this has is, well, this will bring down capital prices, for example, dreads, but it will not be implemented for super capital prices.

01:29:12 Either way, prices for advanced productive technology, even though that category wasn't touched, dropped by 20% this week.

01:29:22 It's probably people speculating that, hey, if CCP is doing this for molecular forging tools and molecular forged materials, they might be targeting advanced protective technology next, and some investors or large-scale industrialists are getting cold feet and selling their inventory. Possibly. But just know that there wasn't anything announced or in patch notes or anything.

01:29:50 that says that this also applies to advanced protective technology so this is all speculative at this at this point in time moving on to the next category plex okay plex this week is down two percent which is pretty big um

01:30:12 Prices are about 52-week average, around 6 million, and availability is about half a trade day. So the overall Plex position has relaxed a little bit. We had very much touch-and-go situations where the Plex market was in very, very short supply. Prices were spiking towards 7 million crazy times. That has relaxed a little bit, but also...

01:30:39 There hasn't been any crazy two-for-one extractor sales going on in the New Eden store, which is the big, big sink for Plex as well, right? So, you know, careful.

01:30:52 I'm careful about saying this, but the market is in a relaxed position right now. Could also be that people are anticipating the global Plex market to relax the supply side a little bit and the liquidity of this market. So quite possible that people are just anticipating that. As I said earlier on this stream, I don't think it's going to be a massive impact in the way that the global Plex market is currently being implemented.

01:31:21 Not impacting Citadels, for example, and not impacting contract trades of Plex. I don't think that in its current form it's going to massively tank Plex prices in any way. It's going to have a little bit of an effect on the supply side and possibly a little bit of attention onto Plex as a commodity on the demand side. But I don't think overall the Plex price is going to...

01:31:50 significantly from the globalplex market. That's my personal opinion as Oz.

01:32:02 Overall, one other thing I want to mention is ship prices overall dropping. And you see here battleships down 3%, battlecruises drop 2%. Those are normal fluctuations. They're not any huge market trends. You can look more at this.

01:32:32 You can look more at, excuse me, look more at the...

01:32:37 The average pricing here. So looking at battleships, for example, 3% under 52 week average and everything else, you know, more or less around. Frigates are a little bit expensive right now, but a lot of that, you know, these are average category prices. So a lot of that is totally fine. One thing that, you know, might surprise you or not if you don't typically watch this content is if you look at the daily is traded. So if you're interested in

01:33:06 Which item category in the ship category is responsible for the highest trade volume? You can clearly see that, you know, it's not capital ships because capital ships are mostly not traded and forged, right? Except for maybe haulers, you know. It's definitely battleships. And in that battleship category, it's definitely marauders that take the cake there. So marauders are still wildly popular.

01:33:34 Und 700 Billion each day shows you how much the Jeter market lives of that. Next, it's not the battlecruisers, it's actually the cruisers. And in third place, it's the haulers and industrial ships, because those are very, very much so treated in Jeter.

01:33:58 I want to finally talk about, you know, fuel blocks. After we had very expensive fuel blocks, they've come down about 10%. That's good. And then we have this category of advanced components. And that's what I was talking about earlier. The advanced components category, it's mostly zero point field manipulators, right? So if we, let's go back to our game client here. Let's see.

01:34:28 If we look at zero-point field manipulators, again, these make up about two-thirds of the Barbaroga cost, which is the hot ship for the last few weeks in EVE Online. In terms of it was the most highly traded ship for the last month. And prices have come down from the peak of, you know, one point something million. Prices have now come down.

01:34:56 um 780 000 um there are various reasons why you know a lot of people will say these will never come down uh but uh they have come down at least as you know to to a a more manageable 750 000 and that means the barbaroga prices have come down uh as well albeit much much slower as industrials are are pumping this out ccp released the stats

01:35:25 in the dev blog last week. And it was about, I think, 1000 Babarogas built in the first two or three weeks. So very, very popular ships. Prices are still around 9 billion. They will probably correct you about 8 billion. And then depending on what happens with zero point field manipulators, they might drop further or not.

01:35:53 Go back here and go to chat. Dashboard backup.

Marktübersicht und Ressourcen

01:36:06

01:36:06 Finally, Structures. Structures 1.1% up. Not huge, we were talking about, Sarah smashed a lot earlier about the structure market. Also very much something that is not entirely supplied through Forge. A lot of this structure production is just happening within the alliances themselves. They don't necessarily go out to Jita to buy Structures.

01:36:32 So this market is not representative for overall EVE, but it's an interesting bit. All right. One thing I want to show you guys, since a lot of you might be new and joyous of my content, is this website. This is called thealls.space. Okay, so this is...

01:36:59 This is where you find my regular content. But that's not what I want to show you. What I want to show you is this right here. And this right here is my weekly dashboard. I'll make this look bigger so you guys can actually read this. Check, you guys can read this, right? So...

01:37:27 This is what I want to provide you in the community. Let me just make sure you guys can read the last percentage point there.

01:37:42 to be able to also quickly grasp what is going on in EVE Online. And what you can do with this is you can up here set the minimum amount of trade volume that you want to look at in terms of items. So I always look at 5 billion plus, but that's personal preference. I like to look at the actual, the large moving items, the items that are being traded a lot in EVE Online. And

01:38:08 What you can then look at, you can also set the minimum daily order. So if you want to look at items that are trading at least 100 times a day or something. I have this set at five just because, you know, I want to filter out the completely slow moving stuff.

01:38:23 Having said that, if you look at the top 10 of trending up last week, you immediately see strontium clathrates, so ice. This is an ice product. And then you see smash trigger units. That's what Sir Smashalot was talking about earlier. Immediately seeing the salvage spike that we were talking about, 25%. This is a massive salvage item, and it's going up 25% for all the reasons we discussed earlier.

01:38:51 immediately followed by an r8 moon material right spike spiky markets

01:39:00 Tungsten, up 22%. And then we go down the list, have several salvage items, contaminated Lawrence fluid, Lawrence fluid, tangled power circuit, defective current pump. So just a quick way of seeing what is trading up this week. And the same thing on the right here, the other direction. So what is dropping down? For example, vanadium R16 moon material dropped 20% this week.

01:39:28 um we have a a warm hole gas compressed full right c540 dropping by 17 um what's the link the link is the rsdot space here i'll put this into chat right here there you go that's that's the link enjoy by the way you can also um

01:39:49 aus hier und ihr geht zu meinem Discord. Wenn ihr nicht kennt, ist die Link zu meinem Discord. Es hat über 7000 Mitglied. Ihr könnt auch einfach go to discord.gg.oz.eve und dann ihr geht zu unserem Discord. Wenn ihr nicht remember, ist das Link für die Discord, wir haben eine Custom-Invite-Link. Das ist just discord.gg.oz.eve.

01:40:18 But yeah, Full Ride C84 here as well, down 12%. So you can see immediately all of the items that are dropping in price this week. It gets more and more interesting, though, from my perspective. So I also list the items here that are in short supply, right? Immediately Stand Up Cloning Center 1, a service module, right?

01:40:44 there's only one left on the market when typically there's uh there's there's 23 uh uh 23 traded every day so uh these are the items where you can see they're traded a lot but they are uh basically gone from the market interestingly also the dread garista's drone damage amplifier only 14 left at 190 90 daily trade volume plex is in here as i said earlier availability has been bad

01:41:11 We see some salvage materials again. We see a Fortasar Upwell quantum core here as well. And interestingly also two abyssal filaments. So chaotic electrical filaments and fierce gamma filaments, both in very, very short supply. Discord down. It shouldn't be. Let me try that link.

01:41:42 That link should work. The link is working for me. If it's not working for anyone else, then let Dagger know how he gets there. On the right here, we have oversupply. So what's in current oversupply, which is not, you know, it's not as interesting to me as short supply because oversupplied items, you know.

01:42:13 Updated Bot Trigger. Okay, very good. Thank you.

01:42:21 What is interesting is this category right here, this category is most underpriced in the last 30 days. So if you want to understand which items are trading the lowest compared to 52-week average, that's always a good one. Superionic Ice is one. I mean, a lot of times you have to, you can't just look at this in terms of

01:42:47 you have to look at it in terms of why could it be a lot of new items end up here because they they start out expensive and then drop down so they look underpriced but they're really not because the 52 week average just hasn't averaged out right over a long period of time so you have to just you know keep that in mind but for example uh you have stuff like the trinary state processor in here that uh which is trick salvage that

01:43:15 spiked very very hard initially and has come down so this is this is one of those items that is just they're not really underpriced they're more you know they've had a very volatile year let's let's say it that way you know same with large shield extenders they tend to they tend to spike and then come down but a lot of these are a good indication of items that are that have a high volatility and can be very good investments so

01:43:44 You can check those out there. This is one of my favorite parts of the dashboards. This is the highest trade volume yesterday and on the right here, the highest trade volume this week. So if you want to look at what are the items that are really, really hot right now, like the Barbaroga here, top five, you can see that it's trading at

01:44:11 you know beyond the the plex skill injector and skill extractors that are always one two three and the marshall which is just a spare special very expensive ship which are always the top five the other items then pretty much sort themselves behind it and immediately we have the babaroga on five on the chart yesterday and last week as the highest traded ship and item by volume so really really amazing

01:44:38 Fortisars als auch. Fortisars sind Nummer 6. Und dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann, dann,

01:45:07 It's almost all the same, except for you have Morphite sneaking in here. We discussed Morphite earlier on stream, very much relevant. The availability of it has been buffed, so prices have been dropping. And that's why a lot of trades are going on, because anytime you have a patch, you have an item impacted in this way, it does a lot to the market. And then we have a...

01:45:35 A Dead Space module here, a very, very popular and expensive one, the Pithom C-Type Multispectrum Shield Hardener, that is just trading high typically because it's being used in a certain fit, right, that is being used by an alliance or a streamer or whatever, right?

01:45:56 um if we're looking at highest trade volume versus yearly average so these are these are the items that are trading higher than usual uh clearly the bavaroga is you know compared the the yearly average is very low because it didn't exist for a ton of those months that's why the yearly average is low still the daily trade volume of 2021 very high as we just discussed interestingly enough

01:46:25 Also, the Apocalypse on here. Yesterday, 43 units traded versus typically 8. Yeah, this is quite massive. And the Amara Control Tower, 55 versus 10. Also interesting. But then again, you know, this is yesterday. This is one day. So the more interesting thing to look at is last week. And the difference we see there is, again, Barbarogo on top.

01:46:51 We have the superionic ice on two, as we had up there. We have the Fortasar upwell quantum cores, very high, nine units versus an average of three typically. So this falls in line with alliances moving, structures being moved, structure rigs being bought, new salvage market moving, as we discussed earlier.

01:47:17 And you're all selling your mysterious Galnet crates that you're receiving, I think, here while you're watching the stream? Pretty much. The Rock is also on here this week. 36 units on average versus 16. So some alliance flying the Rock, apparently. And, yeah. Augmented Vespas, man, are having a good week.

01:47:42 Let me go to chat for a question. Diamond Dave said, if large skill injectors number two traded and skill extractors number three, it's been a little bit since the two for one sale. It's normal that the prices for skill extractors aren't recovering and the injectors are coming down to meet the extractors? Or are people just buying? Well, you would never expect those prices to converge because

01:48:07 A Skill Injector is essentially a Skill Extractor with added value of Skill Points in it. So the fact that Skill Injector prices are coming down is because the massive 2 for 1 Skill Extractor sale brought the Skill Farming

01:48:25 brought the skill farming cost basis down for large scale skill farmers therefore allowing them to produce more and or cheaper skill injectors and that's why the skill injector market has been hurting so when you're when you're referring to skill extractors why they're not recovering the last sale was the largest sale in history in terms of trade volume

01:48:54 So the amount of Skill Extractors purchased dwarfed previous events. And that's why the market is taking longer to recover, because people like me are sitting on, you know, three trillion in Skill Extractors. I have basically, you know, I basically put my, any liquidity I could find in a two-for-one Skill Extractor sale at any point in time.

01:49:20 Because I have the luxury of being able to wait to wait that market out. You know, it's taking longer to recover is hurting smaller investors that are just taking longer to recover their investments. All right.

01:49:47 We're coming up on two hours. Okay, cool, you're killing my investment. Sorry, bro.

01:49:53 Skill extractors are one of the last things that I'm allowed to invest in because I stopped trading altogether since I joined the CSM. For those of you that don't know, being on the CSM means you sign a massive NDA that you basically can't talk about any of the new developments going on. And you're also under investigation the entire time in terms of what trades you do based on the knowledge that you have. And since I have advanced knowledge of what's happening in EVE Online, I really cannot.

01:50:20 trade anymore, which is what I was doing pre CSM full time. So what I'm doing now is I'm basically just you know, doing large scale investment based on things that I don't know, like when are certain when a certain sales happening? I just don't know. CCP never shares that information with the CSM. So

01:50:44 Taking advantage of these New Eden store sales and arbitraging between Plex prices and injector prices and other pilot services is one of the last things that I can actually do. Thank you SpaceGator for the feedback, I appreciate it. Can you invest, like give loans, need an orca for my aid? Yeah, I give loans all the time.

01:51:08 I do. Mostly just to very, very, very large and trusted parties, though. I don't give loans out to random people. I give loans out to people that I have been dealing with for a long time. Okay. Do we have a banking system in EVE? Yeah, Crota loves asking that question.

01:51:33 Oh, bevor I move on, I need to give a shout out to Quantum Anomaly. Quantum Anomaly is this website right here that analyzes Plex pretty much, right? And analyzes various...

01:51:56 It gives ratings to the different packages available in the New Eden store and the cash store. He and I have been working together for a while. He basically took a spreadsheet of mine and turned it into an online dashboard, which is fantastic. So, you know, if you care about which prices deliver the best value here, I posted the link here in chat.

01:52:25 um so he has turned my spreadsheets into websites and modules and that's what i'm using so shout out to um quantum anomaly for helping me out here and this is also a massively um a massively useful um

01:52:44 tool to use in your daily stuff, right? And here's the one that also helped me put this on my website, yours.space. Can a player invest with you and what are your limits as far as what? Yeah, so I run the largest investment funds pre-CSM. I ran the largest EVE Online investment fund with over 4 trillion in funds. That's what I still do today, but I just sell

01:53:13 in the funds i don't really buy and so i do uh that is that is how i became you know known uh in in eve but i i don't currently do that anymore but that that's what i used to do yeah player investment funds um okay now oz what do you accept as collateral uh get creative

01:53:43 Get creative. But only things that have lasting value. Send me a DM on my Discord. Oz, you should, as CCP, if they would allow us someday to roll T1. Oz, you should, as CCP. I don't understand the question, but that's all right. Will the Dow Jones go up or down next week?

Oz Report: Marktanalyse und Globaler PLEX Markt

01:54:13

01:54:13 Since Trump exists, you never know. Alright, guys, what we're going to do to finish the stream today is we're going to run an Oz Report, which means that I'm going to do a quick 10 minute run through to the market. I'm not going to be interacting with chat all that much because I'm going to be recording this for my podcast. And let me use this opportunity to

01:54:39 To plug my podcast. I have a podcast. It's called The Oz Report. It's a 10-minute update on the market every week, plus all the interviews that I do with CCP devs and interesting players. If you enjoy podcasts, and if you enjoy EVE Online, then make sure wherever you get your podcast, you look for The Oz Report and download that every week. Podcast is my favorite medium.

01:55:06 I love creating that content. And if you don't watch Twitch regularly or YouTube or you want to just do it on the commute or whatever, make sure you look for the Oz Report. All right. It's also linked on my Discord if you just want to go there. All right. So chat amongst each other. I'm going to do an Oz Report. And then once we return, then we're going to wrap up the stream. All right. So let me just pull up.

01:55:39 my dashboard um let me record the audio give me guys bear with me for one second yeah testing testing one two okay that is working all right um drink

01:56:10 so we have all our items lined up in the game client okay now collapse all of that and again not going to be interacting with chat all that much you guys chat amongst yourselves alright

01:56:43 So, let's see here. We are going to start over here. And make sure you guys can see this. Drop this to about 1.30, is that good?

01:57:22 Alright. So.

01:57:29 This is the Oz Report for July 6th today from the CCP channel live on Twitch. And hi to everyone that's listening to it later on YouTube and on the podcast. One of the big announcements that I want to make before we jump into the market is that the global Plex market is coming sooner than expected, at least for me and a lot of other people. And that means that it's coming already this Monday. So make sure you understand that this means that all of your Plex orders are going to be cancelled.

01:57:59 und all of your fees are going to be refunded so on day one there's probably going to be mayhem on the plex market but if you're selling plex you have to relist it if you're buying plex make sure you're careful about people maybe posting wrong or fat fingered orders so day one is going to be a bit crazy i'm sure it's going to be take only a few hours to

01:58:23 go back to normal, but that is one very, very important public service announcement that you need to consider. Now, let's go to our dashboard and let's quickly do a run through of the EVE Online markets.

01:58:38 Overall, let's talk first about Moon Materials. Moon Materials are down, as they have been in the last few weeks quite regularly. They have been dropping, but this week they're down across the board. We're looking at R4, R8 Moon Materials, they're now trading very close to 50% of 52-week average. If you're a buyer,

01:59:06 If you're a Buyer of Tier 2 Modules, that is good news for you. Prices will continue to stay down with very, very cheap Moon Materials, especially since we're also seeing a Morphide coming down. More on that later. But I mean, we're seeing Vanadium in R16 Moon down 18%. We're seeing Titanium in R8 Moon Material down 14%. We're seeing atmospheric gases down 14% this week. It's in one of the most popular R4 Moon Materials.

01:59:35 Moon Materials continue to be in a space where they are rather cheap as a result of high adoption rates for Metanox Moon Mining. We've been talking about that for quite some time. Minerals are down another 4% this week. But you have to look at that in a very differentiated way for that. I'm going to go back into the game plan and we're going to cover some of the content we started talking about last week.

02:00:04 if we're looking at minerals we have to look at pyrite first of all pyrite was buffed or nerves depending on depending on your your viewpoint last week by ccp the refine reprocessing rates were increased so more pyrite would enter the system and typically we would like to see a drop we did see a drop last week in pyrite prices which

02:00:31 Ended up being probably a little bit of an overcorrection from a very high 33 price point down to about a 27% price point. This week already we're seeing prices creep up again. So it looks like the target that CCP had to drop pirate prices presumably significantly has not materialized yet. We're going to need another week or two of data here to see whether the impact really has been that low.

02:00:58 It seems like the speculation that was already going on in the community that this change might not be, it might be a drop in the hot bucket, might be true and more needs to be done to bring Pyriide prices down. Again, as a reminder, the reason Pyriide prices are so high because of Metanox adoption. Metanox passive moon mining does not create Pyriide as a byproduct and that's why the supply of Pyriide has been...

02:01:26 across New Eden, and pyrite is a very, very important component, especially in Tier 1 production. So that's why it is important that enough pyrite is available in the system, always with the downside that with lower mineral prices, mining becomes less profitable. The other material we need to talk about is morphite, and we discussed this on the CCP stream earlier, but morphite was

02:01:55 was impacted massively by the March 18th patch. Since then, prices have dropped significantly, and CCP announced last week that the price drop was too high for them. They didn't intend it to drop so much. That's why they reduced the availability of Morphide a little bit last week in the patch in the opposite direction as Pyrite. And interestingly, Morphide had the exact same movement in that

02:02:24 Yes, last week, there was an initial reaction to the reduction in availability. Prices spiked up. But since then, prices have come back down because that implementation or that change also was rather on the conservative side. And so overall, you know, let's look at this another week or two, but looks like Morphite and Pyrite buffs or NERS respectively.

02:02:52 Sie haben noch nicht eine massive Auswirkung auf den Markt, noch als die typische Spekulation, die man sieht in der Markt. Moving weiter, von Minerals, ich werde die Dashboard wieder pull-up.

02:03:11 We also have a lot of movements in salvage. And if you're interested in the whole reason why salvage prices have been going up recently, I want to direct you to the earlier stream that we did on the CCP channel, where I had Sir Smashalot as a guest. Sir Smashalot, for those of you that don't know and haven't seen my interview with him, he is...

02:03:36 Er ist der größte Industriist in Yves. In December he had an average trade volume of 7.5 trillion in that month. And he's very much focused on the salvage market and the structure rig market. And as we were discussing earlier, essentially the reason Tier 1 salvage prices are going up are, one, he controls a large part of the market, but two, we are seeing some larger alliances moving across the galaxy. And that means

02:04:05 Structures being pulled down, structures being pushed up. Rigs you can't take with you. So the demand for rigs is higher right now. And when the demand goes up and one person controls the market, that means that prices tend to spike if the availability is controlled. And that's why right now, dangerous territory, salvage. But another clear indicator that...

02:04:32 Trading and salvage is just very interesting because you have these clear peaks and troughs in the market in terms of supply and demand. And so if you want to get into trading, just make sure if you look at the salvage market, you understand historical price structures, understand which salvage components are cheap right now, which ones are expensive, and let that govern your investment in the beginning.

02:05:01 And just be aware that there are some massive players in the salvage market throwing around trillions of ISK and that might be impacting you as a small trader if you're just starting out. That doesn't mean you can't make a profit, but that means that sometimes there are unexpected market movements going on there that might be outside of your control.

02:05:19 Let's see, the next thing we want to talk about is down here, the exploration loot. The third part of the patch last week was that the ghost site components, the ghost site loot that goes into, especially capital ships, in a category called molecular forging tools and molecular forged materials, those were

02:05:48 bei CCP und sie wurden in der neuen Exploration Upgrades für SOF in Nullsec.

02:06:02 Essentially, the TLDR is more of these are going to hit the market and they're going to relieve the bottleneck. So prices came down last week, prices this week, you know, molecular forging tools down 8%. So they're coming down more, but not crashing anymore. Interestingly, the advanced protective technology section, which is also exploration loot, they dropped 20% this week, even though they weren't touched by CCP. All right.

02:06:28 The only explanation I have for that is that people speculating that if CCP is already targeting capital inputs here, they might also be targeting super capital inputs going forward, especially since that is what a lot of CSM members, including me, are advocating for to bring super capital prices down.

02:06:56 That is the only reason beyond just, you know, somebody needing cash for something of that category coming down.

02:07:09 One other category I want to talk about is the advanced components right here. And that's mostly due to zero-point field manipulators. We've been talking a lot about zero-point field manipulators. They are the main component for the Barbaroga. And the Barbaroga being the new Triglavian Dreadnought. And being the most popular ship to trade in the last three or four weeks.

02:07:37 Was was it a trillion? Let's see here. I need to look at the market dashboard. What was it?

02:07:51 700 and almost 800 billion ISK in Barbaroga still being traded on the market. Over a thousand built, so pretty massive. And about two thirds of their cost right now comes from these zero point field manipulators that come from Triglavian content. And they have come down about 10 to 15%. If we look at them right here in the game client.

02:08:20 As you can see right here, they have been coming down. You know, nothing that's going to shave billions of Babaroga prices, but they have been coming down to the point where Babarogas are going to be available sub 9 billion very soon, as I would expect. So, you know, we're starting to come down.

02:08:45 As I mentioned last week, there are a lot of people that are saying that it's never going to come down completely. So we'll keep monitoring that. And on one of the next shows, I'm going to have a deep dive on them. But for now, prices are easing up a little bit. And so expect Barbaroga and other Tier 2 Triglavian ships to be coming down soon as well as a response to this. Not to where they were before, but at least easing up a little bit.

02:09:13 Alright, and I think if we take a look at my notes, I think that's all I wanted to cover in the Oz Report today. Again, guys, the...

02:09:27 The global Plex market is going live already on Monday, so make sure you are prepared for Plex orders coming down and for Plex market to go nuts. In the long term, I don't think Plex prices are going to be impacted by a ton, but just be sure that you're ready for this on day one, because it has the potential of a lot of fat-fingered drama and unintended consequences.

02:09:54 Das ist der Aussie Report von der CCP-Stream. Wir werden den Regular Stream zurückkommen und sehen Sie euch auf der Aussie Report nächsten Woche. All right. Danke für die Bearbeitung mit mir da. Ich weiß, dass viele von meinen Contenten hier sind, so Sie nicht wissen, was die Aussie Report ist, aber das ist die Content, die ich für 10 Minuten recorde, um die Podcast-Stream und die YouTube.

02:10:22 für die Leute, die nicht mehr Zeit haben, um den ganzen streamen zu sehen. Das ist warum ich nicht mit Chat war. Ich bin sehr froh, die Fragen in Chat zu stellen. Oh, ich sage Dread instead of Marauder? Apologies. Okay.

02:10:53 What is the global Plex market? I mean, yeah, you're coming into the discussion rather late, but Plex so far has been a regional market and starting Monday, it's going to be a global market. So you're going to be able to interact with sell orders globally for Plex, with the exception of Citadels.

02:11:27 Alright, so this concludes the content that I want to share today. We're already over the two-hour mark. So again, thank you guys for hanging out. Please drop me a follow on my regular Twitch stream if you like this sort of content. I linked it in chat right there. Feel free to also use my...

02:11:56 My dashboard at theauss.space Hayde is asking in chat, do you think it's easier for new players to get Omega now because of the new exploration zones? No, I don't think that makes a huge difference. It's difficult for new players to plex their accounts. It's always difficult.

02:12:27 um thank you guys for the kind words in chat appreciate it um

02:12:38 Universal market is better than global market, for sure. What's the most useful change you would like to see in EVE today? I would like there to be an ISK-positive PVP activity in EVE. I think the most sad thing about EVE is that all PVP activities are ISK-negative and so there's no economic incentive to do PVP.

02:13:03 Other than a few very edge cases like gatecamps for freighters. Yeah, thank you.

02:13:19 Thank you for letting me know that you're going to rate. I'm going to wrap this up. Guys, you know, my Patreon is down there if you want to link it. If you like my content, you want to support me, you can use the creator code Oz in the Eve store or the Marky Dragon store. You know, appreciate it. Appreciate your support. Thanks for all the love. Thanks for being civil in chat. Some really good adulting you guys are doing in chat today. Very good.

02:13:48 Catch me on my regular channel. If you want to talk to me, come by on the Discord channel. And yeah, that's it. See you guys. And have fun on the next stream. All right. Bye-bye.