@SheDrills Takes boots on the ground and a D-day type of operation with multiple countries involved. Not sure we have the stomach for that
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Barely Legal LLC
1K posts
You ever notice on AI generated groups of women they all more or less have the same face
*ੈ@opheliavintagee
this pants>>
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@DiveBomb321 It has this itch to move along with everything else, but gets reminded really quickly to stay on its lane
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#natgas I love how natgas doesnt go up on bullish geo news but goes down on bearish geo news. 😂
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@HighyieldHarry Incredible movie given the fact that the entire story is like 3 office meetings
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Paying them off to go away. Then electricity prices go up even more in the northeastern states, and he’ll blame the democratic governors during election
The New York Times@nytimes
Breaking News: The Trump administration will pay a French energy giant nearly $1 billion to abandon its plans to build wind farms off the East Coast. nyti.ms/4lNat07
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@iWomansplainer @growing_daniel Assuming that Jesus actually existed (as a normal guy but believed himself was the son of god), this could be what made people believe in his story. Imagine back then, during your death, a fucking blood moon appears out of nowhere? Would definitely rattle everyone’s mind
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You won’t believe what astronomical event took place on April 3rd, 33AD. Seriously, look it up
Life Truth Way@Life_truthway
The Exact Year,Month,Day and Hour when Jesus Died.
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@HighyieldHarry They took the best and brightest out of productive environments. Literally net negative for society
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Pretty crazy work that Meta has spent a billion kajillion dollars on AI & produced nothing so now it’s time to lay off 20% of the workforce to keep it going.
GIF
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@ElectricCat8 Bad explanation on how the iso works. Good reason to be outraged at PJM
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Does he really think this is the path to the White House?
I have second-hand embarrassment. This is pathetic and he needs to fire the staffer who is responsible.
Governor Josh Shapiro@GovernorShapiro
13 million Pennsylvanians who rely on PJM — our grid operator — to keep the lights on are opening up their energy bills and wondering, what the hell is going on? Let me explain.
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@ready3take2 @JoForLiberty I’d rather 100,000 people lose their jobs if it means 200M Americans have cheaper goods on the table
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@JoForLiberty Cut those American maritime jobs! Offshore more American industry!
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Barely Legal LLC retweetet
If suspending the Jones Act lowers oil prices, that tells you everything you need to know about the damage it causes when it is in force.
Don't just suspend it. End it.
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Just Europeans doing European things that don’t work
FT Energy@ftenergy
Europe explores capping natural gas prices ft.trib.al/CrxyDcs
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@geoffreykarren @DiveBomb321 Didn’t the same happen in 2022?
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@DiveBomb321 I must say, I didn’t expect the significant correlation with crude oil. This has surprised me. #natgas
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#natgas unless there's a hidden polar vortex somewhere I guess we can say natgas goes up on geopolitical risk despite maxed out LNG. That's almost 50c since Friday morning on J. 🤷♂️
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Barely Legal LLC retweetet
@GringoInvesting I remember paying $3.50/gallon for gas in 2011 when I got my first car. Nowadays, after 15 years of inflation, gas is…$3.50/gallon still
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$CL Oil in real terms is now back to the levels of the 2018 oil crisis. We may never recover.
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Oil bottomed two months later but equities have been going straight up for about 11 months.
Thinking about my comment that commodity markets "top on fear": Wherever this spike ends should be a local top, but "returning to normal" is returning to a market that was about to start tightening.
Even if we get a recession, how bad will things get?
Gringo Investments@GringoInvesting
🛢️🛢️🛢️Oil Glut Thoughts🛢️🛢️🛢️ Normally anything as consensus as the upcoming "Oil glut" would make me immediately want to fade it. However, perhaps a bit of patience is required. Stock markets bottom on fear and top on complacency. The bottoms happen quickly because everyone gets afraid all at once. Tops take time because that's the nature of complacency. Commodity markets are the inverse of that. They top on fear ("these high prices will destroy our business") and bottom on complacency ("it's so cheap I don't even think about it"). So perhaps this sentiment should be faded, but more patiently than if this consensus were occurring at a stock market bottom since a commodity market low may not be as discrete. A little more time in the $50's and more rigs will come off before we've even seen the effects of the previous rig drop May-July after tariff-gate. This will make for very weak 2026 (and perhaps 1H27) prod in both oil and gas.
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@anissagardizy8 @sweenenergy What’s Meta doing with all these data centers? AI slop? They haven’t released a model since Llama
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Having a lot of conversations this weekend about the Oracle/Abilene expansion. Here’s the latest:
• Oracle’s exclusivity period on the Abilene expansion expired last week.
• BUT Oracle was planning to rent GPUs in Abilene to another major customer—NOT OpenAI.
(OpenAI decided several weeks ago not to expand beyond 1.2GW Abilene. See post below.)
• Nvidia has put down a $150 M deposit and is in exclusivity to be the tenant. Nvidia is in talks with multiple potential customers to rent the compute, including Meta.
• The expansion was designed specifically for next-gen Nvidia chips, so Nvidia had an interest in keeping the project moving.
Anissa Gardizy@anissagardizy8
on the OpenAI-Oracle deal in Abilene, Texas... -Oracle is still leasing eight buildings for OpenAI from Crusoe (~400k Nvidia Blackwell GPUs). Two are completed so far. -OpenAI doesn't want to add Vera Rubin chips to the site and would put them in campuses slated to have VRs theinformation.com/briefings/open…
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