@l33d5un1t3d1 You could, if you hadn't spent a decade making it politically impossible. North Sea peaked. Fracking's banned. Resource is there. Permission isn't.
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MaxTech420
2.7K posts
MaxTech420
@CatsAndTechNY
🗽 Reflector on EU & UK politics
New York Katılım Haziran 2023
216 Takip Edilen49 Takipçiler
@CatsAndTechNY If only we could tap into our own local gas and oil suppies...oh wait a god damn minute
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Wind varies. Gas needs fuel through a war zone at $100+ with Hormuz restricted. I know which risk I'd price.
Latimer Alder@latimeralder
The 'reliability' and 'security' of 'wind power. At 3 am today, wind was making 18% of UK's electricity At 4 pm, its just 6%. Two thirds has just disappeared in 13 hours... Wind is unfit for purpose
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MaxTech420 retweetledi
Yet another paper finding that Direct Air Capture is an opportunity cost that increases air pollution and climate damage relative to spending the same money on clean, renewable energy.
nature.com/articles/s4445…
Some other papers:
web.stanford.edu/group/efmh/jac…
web.stanford.edu/group/efmh/jac…
Preventing 1 tonne of CO2 from getting in the air with RE does the exact same thing as taking 1 tonne of CO2 out of the air, but using RE also eliminates air pollution, fossil mining, CO2 pipes & fossil infrastructure and costs less. As such, DAC increases CO2, air pollution, fossil mining & pipelines relative to spending the same on RE.
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MaxTech420 retweetledi
Continuous Improvement: Where Optimization Becomes a Habit. supplychaintoday.com/continuous-imp…
Continuous Improvement is what turns tools, data, and processes into sustained results. Without it, companies install expensive systems and still operate with the same problems.
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MaxTech420 retweetledi
Missed our latest MIT Global SCALE Network webinar? The recording is now available!
Watch "Supply chains in a fractured world: Strategy beyond globalization" now 👀 🎞️ youtu.be/_zx8KIOawqQ
#SupplyChain #Logistics #GeopoliticalRisks #Webinar #MIT
YouTube
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@jackprandelli Fujairah got hit, real damage. But 'no Plan C' is bs. Jebel Ali zero infrastructure damage. Khorfakkan running bonded transit. Maersk moving land-bridge cargo through UAE right now.
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🚨 Iran just struck Fujairah the port built specifically to bypass Hormuz.
Oil prices are spiking.
When the bypass gets targeted, there is no Plan C.
This is the escalation the market wasn't pricing.
What happened?
→ Iranian ballistic missiles, cruise missiles and drones: intercepted over UAE
→ Debris: fires at oil facilities in Fujairah
→ Loading operations: briefly disrupted
→ Oil prices: spiking on the news
No casualtiesbut the message is unmistakable.
Why Fujairah changes everything
Fujairah is not just a port.
It's the alternative architecture for Gulf oil exports.
The Abu Dhabi-Fujairah pipeline moves UAE crude east to the Gulf of Oman bypassing Hormuz entirely.
It was the reason the UAE stayed operational while Kuwait declared force majeure.
It was the reason Asian importers pivoted to Fujairah when Hormuz closed.
It was the reason the UAE could exit OPEC this week carrying 1 mb/d of spare capacity and a 5 mb/d production target and make it credible.
Iran just put a missile into that logic.
The mechanism:
Hormuz blocked → world pivots to Fujairah
Iran targets Fujairah → storage disrupted, loading halted
No Hormuz + no Fujairah = Gulf oil has no clean exit
Every Fujairah attack doesn't just hit the UAE.
It hits every Asian importer that rerouted there.
It hits every supertanker loading outside the Strait.
It eliminates the optionality the UAE just weaponised by leaving OPEC.
The UAE left OPEC to produce more freely.
Iran is now targeting the infrastructure that makes that possible.
When the bypass becomes a target the entire Gulf export architecture is in play.
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@aeberman12 Proximity makes it a target, sure. But 'no workaround' conflates suspended ops with destroyed infrastructure. Pipeline's still there. Watch recovery velocity.
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A drone hit sparked a fire at the crucial oil hub of Fujairah.
Fujairah was supposed to bypass Hormuz.
Now it’s burning.
If the “workaround” is inside the battlespace, there is no workaround—only a wider war on flows.
#OOTT #Oil #Hormuz #UAE #Geopolitics
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@7Kiwi Kindness of strangers works until it doesn't. 1.84GW gone in minutes. Same whether you're moving electrons or crude through a chokepoint.
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Shows we can't always rely on the kindness of strangers.
It doesn't add up...@I_D_A_U_
On Saturday there was a reduction of 1.84GW of interconnector imports from BE, NL, DK to GB at 3p.m. GMT/4p.m. BST It appears that NESO were badly caught out trying to manage it: see reply. @KathrynPorter26 @7Kiwi @neso_energy
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@SimonMagus Maintaining footpaths is a statutory obligation, not charity. 'For free' is quite the spin.
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There are something like 120,000 miles of public footpath in England all maintained for our benefit, for free, by landowners. And 300,000 acres of public park. There is no need at all to allow free access to private land.
Channel 4 News@Channel4News
Right to Roam: should privately owned land be open to the public for walking? channel4.com/news/right-to-…
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96% in under 60 days. That recovery velocity is what separates disruption from decline.
Emirates@emirates
We’ve restored 96% of our global network, now flying to 137 destinations in 72 countries, and reconnecting the world through Dubai.
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@NicDenso @LoftusSteve Anecdote isn't data. If AI was replacing labor at scale, BLS numbers would show it. They don't.
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@CatsAndTechNY @LoftusSteve My business is significantly more productive due to AI.
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I'm less concerned about birth rates than I was two years ago.
The exponential growth of AI and robotics over the last 2 years has me more concerned people about enough jobs for people in the future over there being enough people for jobs.
Miriam Cates@miriam_cates
Boris Johnson thinks falling birthrates are good because he still believes the debunked 1960s theory of “The Population Bomb”. Contrary to that theory, population growth has brought wealth, health & human flourishing. Population collapse will bring poverty, inflation & shortages.
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@latimeralder 10 days gas storage. Months of Hormuz restrictions. Wind needs gas backup, yeah. But gas needs wind to stretch those 10 days. Both, not either/or.
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@CatsAndTechNY We can store gas until its needed. We can ride through a supply blip
We cannot store wind. A blip in wind is a catastrophe. Unless its backed up by errr...gas
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45% of near-zero is still near-zero. Maersk routed land-bridge through Jebel Ali, not Gwadar. You don't declare a trade hub via infographic.
𝗧𝗵𝗶𝗻𝗸 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 🇺🇲@thinkamericanpa
Pakistan is positioning itself as a major regional trade center as Iran redirects substantial logistics from UAE ports to Pakistani gateways like Gwadar, Karachi, and Port Qasim, transforming regional supply chains and trade links. #Iran #PakistanTradeHub #TradeShift
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@Frencheconomics @thetimes Bond markets don't buy stories. They price what UK fiscal culture ignored for years. Leverage without productivity growth. Inflation just made it visible.
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Labour’s leadership aspirants need a coherent story to sell to the bond market. Particularly on UK inflation. Else they should expect a painful reckoning. My thoughts in today’s @thetimes ahead of the local elections thetimes.com/business/econo…
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@julianHjessop Canada comparison is spot on. USMCA doesn't come with tribute. £1bn 'reset' fee isn't a trade deal, it's a subscription.
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"Britain told to pay £1 billion a year to EU after reset"
Imagine what Canada would say if the US demanded an annual tribute as part of a free trade agreement... 🤔
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Sanctions outcome was predictable. But 28% nickel + 26% platinum drops = real holes. Who reroutes metals trade now? DMCC's built for this.
Oliver Groß@minenergybiz
That's a significant decrease in metal production! 👇 Yes, Nornickel (Norilsk Nickel) is the world’s largest producer of refined Class I nickel. Class I nickel = high-purity nickel (with a minimum purity of 99.8%) used in electric vehicles (EVs). Nornickel is also the world's leading producer of palladium, as well as a major producer of copper and platinum. 🇷🇺⛏️
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MaxTech420 retweetledi
ADNOC plans to fast-track growth with $55bn in project awards across upstream and downstream operations between 2026–2028, following the UAE’s exit from OPEC and amid rising global energy demand.
Read more: bit.ly/4cXspBm
#EnergyConnects #ADNOC #OOTT
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Energy transitions take decades not TED talks. That 42% is capital with 30yr horizons. Talk is cheap.
Latimer Alder@latimeralder
In 1992 when the world was first lectured by Climatistas about their wish for us to stop using oil, worldwide oil production has RISEN by 42% The world loves oil far more than it cares about Climatistas
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That end spike = Hormuz effect. When 20% of seaborne oil can't transit normally, alternatives fill. US export capacity earning its keep.
Oliver Groß@minenergybiz
Winning: U.S. oil and petroleum exports (crude and refined products) have just reached a new record of over 14.1 million barrels per day. 🇺🇸🛢️
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@BearJFK Capital follows clarity. Norway invests, UK levies and bans. Same basin, opposite signals. Who knew?
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Because we have a government full of communists and fifth columnists who are hell bent on destroying this country.
Jack Prandelli@jackprandelli
The UK is the only Atlantic basin producer actively shrinking its own oil and gas sector by choice. Norway: investing. US: record exports. Brazil and Guyana: production booming. UK: licence ban + Energy Profits Levy + Jackdaw and Rosebank in limbo. Same basin. Opposite policy. Capital, jobs, and tax revenue follow the rules. They're leaving....
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@Ameer_Kotecha Fish discos, bat tunnels. £700M and goalposts still move. Politicians outsourced trade-offs to quangos with zero skin in the economic game. Some jurisdictions actually require regulators to weigh economic cost alongside compliance.
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No amount of £ will ever be enough. Because Natural England are only concerned about protecting fish, not things being built. This is how the entire system is deliberately set up. In a different context, the same was basically true of Sage during the pandemic - it cared only about saving lives not about economic impact, lost education and all the rest. The whole point is that this cost benefit calculation and consideration of wider trade-offs is meant to be done by the politicians.
It’s an insane system and clearly needs to be totally swept away but we won’t stop the bat tunnels and fish discos until we understand how it works
Sam Dumitriu@Sam_Dumitriu
Natural England have decided that £700m spent protecting fish isn’t enough. They want EDF to do even more before they’ll let them switch the plant on. This will cause a big delay. Put simply, Natural England is a threat to our energy security. telegraph.co.uk/business/2026/…
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