
Andy Whiting
909 posts

Andy Whiting
@paducah
CEO @BetterTrucks, Former VP @KinandCarta, Co-Founder @QCoefficent, Ex @IBM


The forgotten barrel but not anymore 1⃣Fuel oil is what comes out of the refinery, all the bottoms, unloved, heaviest stuff. Majority of this fuel oil goes into bunker fuels, which is essentially the gas for ships. 2⃣What ships are we talking about? Container ships, oil ships, dry bulk ships, cruise ships. Maybe more. 3⃣Can you get fuel oil from anywhere else except the refinery? Nope, it has to get refined from crude. There are fuel oil storage tanks around but if we are not running crude into refineries, you won't get fuel oil. 4⃣3 grades in the Singapore market: 180 cst, 380 cst and 0.5%. Let's call the 180 cst and 380 cst as HSFO (high sulphur fuel oil) and the 0.5% as LSFO (low sulphur fuel oil). 5⃣The price of these fuel oil grades (especially the high sulphur ones 180 cst/380 cst) are usually lower than crude price, i.e. 'a negative crack'. 6⃣ The HSFO 180 cst vs Brent crack for March 2026 contract has blown out to +20$/bbl on Friday. That means the unloved barrel is pricing HIGHER than crude. In summary: No refineries running = no fuel for ships after stocks are depleted Insane doesn't even describe it. Be prepared for Monday. #oott






Someone stole $630,000 worth of Blueprint creatine in an elaborate heist. The driver used a false ID to pick up the units from our factory, then turned off the tracker and stopped responding to calls. The stolen creatine monohydrate was precision-dosed and third-party tested for purity and heavy metals. 15,918 units of pure grade A powder. If anyone has information, lmk. Even if we don't recover the creatine, I'd at least like to know this person's health stats. Here’s a rendering of what we suspect the perp might look like.



Netflix has acquired interpositive, a start-up founded by Ben Affleck that makes AI-powered tools for filmmakers. • The system builds AI models from a film’s dailies to assist with postproduction tasks like color, relighting and VFX while keeping filmmakers “at the center of the process.” • Bela Bajaria, Netflix’s CCO, says the tech will provide creatives “more choices, more control and more protection for their vision.” wp.me/pc8uak-1lGYPw


AI is going to drain a lot of moats.







75 days left


@karpathy @farzyness We are in the Singularity






