Timthetiny

18.1K posts

Timthetiny

Timthetiny

@GeologicSuccess

Katılım Temmuz 2023
251 Takip Edilen274 Takipçiler
Timthetiny
Timthetiny@GeologicSuccess·
@ProjectGokuu Poluquin had a known genetic heart defect. This guy just erased his credibility
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Goku
Goku@ProjectGokuu·
Dr. Jack Kruse says bodybuilders die decades earlier than the average person. His friend Charles Poliquin is proof. • World-class physique • Looked like a Greek statue • One of the most famous strength coaches alive Kruse told him repeatedly he was going to die before 60. He died of a heart attack at 58. Kruse says the pattern is everywhere: • NFL players die early. • Professional wrestlers die early • Gorillas die 20-30 years earlier than hhumans They all look jacked. They all die young. Kruse says the reason is physics. Energy cannot be created or destroyed. When you pack mitochondria into muscle, you are stealing that energy from your brain and heart—the two organs that actually determine how long you live. He points to Kleiber's law. Every mammal on Earth gets the same number of heartbeats in a lifetime. Gorillas have far more muscle than humans. They also die 20-30 years sooner. Nature chose brain over muscle for longevity. "Go find me anybody who's 85 years old that looks like that. You're going to find like not a lot of people." The longest-lived humans on Earth are small people with belly fat. Not bodybuilders. "Where you bury your mitochondrial density is the key." — Dr. Jack Kruse (@DrJackKruse) on the Danny Jones (@JonesDanny) podcast PS: If interested in content like this, follow me as I continue sharing unconventional health insights you won't find anywhere else on X.
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Henry Williams
Henry Williams@HenryWi86212968·
@RusOilGasExpert The Abqaiq and Khurais oil processing facilities in Saudi Arabia were back up and running quite fast after a major attack in 2019.
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Russian Oil & Gas Monitor
Russian Oil & Gas Monitor@RusOilGasExpert·
➡️ Update - We are going to get a chance to test our little theory that "pipelines are tougher than refineries". ➡️ This is the NASA FIRMS snapshot of Saudi Arabia's Abqaiq refinery and the starting point of its East-West pipeline system. A substantial portion of the site appears to be on fire. ➡️ The refinery, based on the experience of Russian plants, is having a "bad day", and may be offline for several months (at least parts of almost certainly it will be). ➡️ More interesting to us is how long the pipeline will be down. Our best guess is that it will be offline at least until the fires can be brought under control. But, unless the pumping station has taken a very direct hit, flows could be restarted within a few days. But if the pumps were indeed struck directly? A few weeks to restart? Maybe months? #oott
Russian Oil & Gas Monitor tweet media
Russian Oil & Gas Monitor@RusOilGasExpert

➡️ So, the Houthis targeted Saudi oil transport infrastructure. ➡️ That’s good to know…but did they have any effect on shipments? ➡️ A working thesis of ours - based on observations of the drone campaign against Russian of assets - is that pipelines are substantially more difficult targets than refineries and ships. This might be an interesting data point to support or contradict that thesis. #oott

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SeizureSalad 🧠
SeizureSalad 🧠@seizuresalad·
Livingston was insistently tapping on the sliding glass door at 5:30am demanding breakfast. So of course I got out of bed and delivered it to him.
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June Goh
June Goh@JuneGoh_Sparta·
Quick take on China. They started at the best position and kept pace through the crisis. They have more handles and buffers than the world imagined they had. #oott
ANI@ANI

#WATCH | On why China opted out of the scenario when every country in the world was trying to get a hold of as much oil as possible, Senior Oil Market Analyst at Sparta Commodities June Goh says, “China started the war in the best possible scenario, which is very high strategic petroleum reserves at hand…They have managed to show that they don't even need to import that much to still keep their industries running. They have accelerated whatever Electric Vehicle (EV) plans they have. Obviously, there is some demand destruction from higher retail pump prices, but it seems to have been met by, at least from the production side, the supply side; they have managed to divert some petrochemical naphtha into gasoline…it's kind of like they initially were buying when geopolitics looked better again. So I believe they will also, for now, based on at least the last few months, their trend will be to buy Middle East crude only when the oil price is weak enough. Otherwise, you know, and geopolitically, we are safe…” Watch the full interview here: youtu.be/w_fZvZCllVM?si…

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Chris Martenson
Chris Martenson@chrismartenson·
@ihaveamirror On that basis, true. but without stealing VZ oil and with Canada facing China more and more, that calculus changes.
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Chris Martenson
Chris Martenson@chrismartenson·
The US is not a net exporter of oil. The government lumps things like propane and butane in with oil so they can get away with calling us a net "petroleum" exporter. When it comes to just oil (the stuff that gives us gasoline, diesel, and jet fuel), the US imports more than it exports. Full interview: peakprosperity.pulse.ly/rzqcq2ezjd
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Tobias Maximus
Tobias Maximus@tmaxftw·
@investinguab Why would you be a massive oil bull when the world is moving off oil as primary transportation fuel at the same time the population is decreasing? Also given recent events, there is a large incentive to get off oil completely.
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Common Sense Investing
Common Sense Investing@investinguab·
Until the buffers run out, the news cycle will work. That’s not manipulation it’s just physics. You however cannot talk your way out of an actual shortage. The world isn’t in a genuine crude shortage yet. That’s exactly why the “manipulation” argument collapses. When real shortages hit, no amount of talking changes the barrels. Because there is no real CRUDE shortage right now, you can talk the market down. Apparently this is rocket science for some. I’m a massive oil bull. What I’m not is a massive oil bullshitter. US commercial crude stocks are down 1.7% YoY as of this week. That leaves jawbone risk on #WTI until levels actually get tight. Fear porn doesn’t draw down commercial inventories, physical supply draws do. Levels will get low on their own schedule, not on the news schedule. Once supply is low enough the news will have ZERO control over price. Patience.
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Robert Clarke
Robert Clarke@RobertClarke_WM·
Fun Fact Friday. M&A edition. Anadarko had an all-stock offer out to buy Apache in 2015. Playing that scenario forward (if it had happened), would CrownRock have sold to a different suitor?
Robert Clarke tweet media
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Yellow Lab Life Capital
Yellow Lab Life Capital@YellowLabLife·
Don't need compute or GPU to realize crude prices up $30/bbl and gasoline prices up 15+% in less than a month is not going to be well received in the economy Seeing these prices again makes it feel like the "ceasefire" signed June 17th in Versailles was just so USA could have good vibes during World Cup and July 4th holiday/250th celebrations
Emanuel Ajay Datt@eadatt

Old enough to remember when we had an "oil glut" on the 1st of July 😆

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Eva
Eva@TXlakegirl2021·
What the AF is going on with our homeowners insurance in Texas. It doubled last time and I just received our quote and it almost doubled again. Have never had a claim on any policy. Anyone in the #txlege going to address this? Same with auto, pure insanity.
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Timthetiny
Timthetiny@GeologicSuccess·
@johnnyginkle_76 Snowflake less. Realizing that you aren't better than average must be hard
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John Ginklehorn
John Ginklehorn@johnnyginkle_76·
Many U.S. golf and country clubs in the northeast are experiencing a huge problem in membership quality and I'm not sure everyone realizes how worse off we are for it
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Jeremiah Fracson
Jeremiah Fracson@JFracson·
Hard to imagine this won’t become the most efficient way to co-develop the Barnett & Woodford in the Permian
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Jon Rosenthal
Jon Rosenthal@Jon_RosenthalTX·
Texas oil and gas companies produce billions of gallons of toxic wastewater every year and Texas doesn't even require them to report how much. That wastewater gets injected underground. And it's been leaking into our groundwater. In Midland, a company contaminated a city water supply back in 2007. The Railroad Commission ordered a cleanup, then the company filed bankruptcy and walked away. The cleanup is still going on, almost 20 years later. This isn't a one-off, Texas has more than 11,000 abandoned wells still waiting to be plugged, many of them leaking into the ground beneath our feet. Once groundwater is contaminated, it's often too expensive to ever clean up. This is West Texas's drinking water and farmland we're talking about. I've spent 25+ years as an engineer in this industry, I know what it takes to actually hold operators accountable and I know what happens when nobody does.
Jon Rosenthal tweet media
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Razor Oil
Razor Oil@RazorOil·
the SPR floor is not 300mm, physics actually work against what's suggested here as the injected water has much higher density than the stored oil. Injected water is able to pressurize the caverns to maintain bottom hole pressure and cavern geomechanical integrity. The output from a simulation file that the aggregated oil volumes stored must be 300/720mm (or so) is silly and not real. If Trump wants these caverns drained, they will get drained imho. Please share the report with the 300mm if possible, I am intrigued to see their operational assumptions.
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Energy Burrito™️
Energy Burrito™️@energyburrito·
Highly informed sources put the real operational floor of the SPR closer to 300MM. DOE is floating 70MM. That’s just 10% of the 713MM capacity with zero regard for single-cycle caverns. There are roughly 60 caverns. A meaningful portion of them can only be fully drawn once. Empty those and you permanently destroy future storage capacity. The agency’s own geomechanical reports have said this for years. Anyone still arguing we can safely take it to 70MM is either not reading the data or pretending the physics don’t exist. This is low-quartile thinking.
GIF
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Vee✰
Vee✰@Veraachriss·
@Suavew0rld Oh well you love us? Try and make us have no reason to complain
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Vee✰
Vee✰@Veraachriss·
HOT TAKE ! Most men would crumble under the weight of the mental load that women carry
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Camile Paglia Fanbot
Camile Paglia Fanbot@Juniper_Vale·
Yeah, when my husband and I split, I was 51. Found a new man, 3 years younger than me, within like 6 months. That said, I think there is an air of desperation women sometimes get when they want kids right away. It’s not the age that’s the problem, it’s the negative cycle they get into inside their own heads.
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Not a Good Jewish Girl✡️
Not a Good Jewish Girl✡️@estherzelda0514·
I have an aunt that was a total baddie, total Free Love Boomer into her early 30s, got loads of abortions, then completed her PhD and settled down with a lawyer. Divorced him, another lawyer. Divorced him, third lawyer. Separated from him, tried to make it work for years, had an affair with a guy that owned a contracting firm, got a quick divorce and was at the altar two weeks after it was finalized. Same deal, it turned sour after a while, they both found Jesus, got church counseling, it didn't work out, started dating the tallest and wealthiest retired lawyer at her church, just married him last year. So she's on marriage number five, in her 60s, never had kids of her own, and has absolutely no issue whatsoever finding educated, wealthy, good looking men with all their hair interested in her. There is no wall. There never was a wall. Men want wives and female companionship. If you're an extroverted, nice, happy, and take reasonably good care of yourself, you can find love at any age.
Audrey Horne Updates and Rumors@credenzaclear2

you guys can’t fearmonger me because both of my aunts got hottie touch-of-gray model looking second husbands in their 50s

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Madlad
Madlad@mladner30·
Section 219 of the FY2027 NDAA creates a permanent institutional framework that integrates U.S. and Israeli defense technology, intelligence sharing, and military planning. This bypasses the Treaty Clause Article II, Section 2, which requires two-thirds Senate approval for major international commitments, and undermines the Commander in Chief Clause Article II, Section 2 by ceding operational influence to a foreign power whose officials swear no oath to the U.S. Constitution. It also violates the principle of national sovereignty by giving a foreign state leverage over critical U.S. supply chains and decision making. Existing statutes that should block aid to Israel are being circumvented. The Leahy Law 22 U.S.C. § 2378d and 10 U.S.C. § 362 prohibits assistance to any foreign security force unit where there is credible information of gross violations of human rights, torture, extrajudicial killing, enforced disappearance, or rape under color of law. Multiple Israeli units have been credibly accused of these acts in the West Bank and Gaza, yet the Israel Leahy Vetting Forum has never blocked a single unit, and the State Department has created special procedures that favor Israel. Section 502B of the Foreign Assistance Act 22 U.S.C. § 2304 bans security assistance to any country engaging in a consistent pattern of gross violations of internationally recognized human rights. Section 620I 22 U.S.C. § 2378-1 prohibits assistance to countries that block or impede U.S. humanitarian aid a charge repeatedly leveled against Israel in Gaza. The Arms Export Control Act 22 U.S.C. § 2751 et seq. requires congressional notification and allows joint resolutions of disapproval for major arms sales, yet these mechanisms have been rendered ineffective through special exemptions and political pressure. The USS Liberty attack in 1967 provides historical precedent for why deeper integration is reckless. Israeli forces killed 34 American sailors and wounded 174 in international waters, with evidence that the ship was identified as American before the attack was ordered. The U.S. government suppressed investigation, recalled rescue aircraft, and accepted Israel’s “mistaken identity” claim despite internal documents showing otherwise. This incident demonstrates that Israel has acted against U.S. interests in the past and that U.S. officials have covered it up rather than hold an ally accountable. Embedding this relationship into permanent law only increases the risk of future incidents without accountability. Additional constitutional and statutory violations compound the case. The merger creates problems of authority and accountability because foreign officials do not swear an oath to defend the Constitution. It exposes sensitive U.S. capabilities to counterintelligence risk through expanded data sharing and technology integration. It disadvantages U.S. defense companies by giving preference to Israeli technologies. And it hides continuing U.S. military support from congressional and public transparency by shifting oversight to an executive agent appointed by the Secretary of Defense rather than Congress. These provisions collectively transfer core sovereign functions military planning, intelligence, and supply chain control to a foreign state without the constitutional safeguards required for such a transfer. This is an existential threat to America as well Christians specifically. It is NOT in Americas best interest to merge with a country that has never known peace and attacked Christianity at every opportunity. This has to be the line in the sand. ✝️🇺🇸🙏✊
Madlad tweet media
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John Galt
John Galt@FreiburgCoffeeC·
The most interesting nuclear podcast I listened to this week was not actually about uranium. It was about natural gas. Matthew Smith and his team spent 18 months modelling nearly every natural gas well, pipeline and processing asset in the United States. Their conclusion is uncomfortable: Starting in 2028, LNG exports and AI data centres could require more gas than the US can produce and deliver. By 2030, Smith believes the country could exhaust its working natural gas storage. The important distinction is that America is not literally running out of gas underground. It could run out of gas that can be produced, processed and transported to the right place quickly enough. That is where the nuclear angle gets interesting. Natural gas is currently the obvious way to add reliable electricity quickly. But LNG exports and data centres will increasingly compete with utilities, factories and households for the same molecules. Solar should benefit because it can be deployed relatively quickly. But Smith does not see solar or more gas plants as the complete long-term solution. His durable solution is much harder: Build large-scale nuclear reactors again. Not just announce SMRs, sign memorandums and publish beautiful reactor renderings. Actually build proven reactors capable of producing enormous amounts of reliable electricity for decades. The ugly part is timing. A gas shortage could emerge before a new nuclear fleet can possibly be permitted, financed and constructed. Nuclear will not rescue the US by 2028. But a painful gas and electricity crisis may finally create the political will to build what should have been built years ago. For uranium investors, that is the key takeaway. This does not create millions of pounds of new uranium demand tomorrow. It could create the economic and political conditions that make a serious nuclear construction programme unavoidable. The nuclear thesis is no longer only about decarbonisation. It is increasingly about whether America can produce enough reliable electricity without forcing ordinary consumers to compete with LNG buyers and hyperscalers for the same natural gas. Very interesting podcast. Worth listening.
Patrick OShaughnessy@patrick_oshag

Matthew Smith has spent the last 18 months modeling every well, pipeline, storage facility, and power plant in the American natural gas system. His conclusion is that the US is heading toward a natural gas shortage with no precedent, beginning in 2028. By 2030, he believes we could exhaust our working natural gas storage entirely. The fuel everyone in AI is counting on, and that everyone assumes is abundant, is not there. And because gas sets the price of electricity in most of the country, he argues Americans will pay for the shortage in their power bills. Matthew has worked in energy markets for over 20 years and is the CIO of Chronometer Partners. This is his second time on the show, and he's one of my favorite people to talk to about energy. We discuss: - Why the bottleneck is moving from power to fuel - Why we can't just shut off exports - 2028 as the inflection point - Large-scale nuclear v. SMRs - Who wins, who loses, and what can still be done Enjoy! TIMESTAMPS 0:00 Intro 1:30 What Drives the Deficit 11:00 Why Supply Can’t Catch Up 20:35 The 2030 Gas Crisis 25:05 Winners and Losers 29:00 Nuclear and Solar 33:30 Consumers Pay the Bill 37:20 AI’s Next Shortage 45:25 Solutions and Global Stakes 51:15 The Coming Gas Knife Fight

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