Rob O’Silva

12.6K posts

Rob O’Silva

Rob O’Silva

@RobOSilva1

Expat who loves seas

Katılım Nisan 2022
946 Takip Edilen113 Takipçiler
Rob O’Silva retweetledi
Peter Cronau
Peter Cronau@PeterCronau·
Truth-bombs for the PM. After publicly expressing support for the US-Israel war against Iran and the war on Gaza — in which tens of thousands have been killed — PM Albanese walks into the Muslim community in Sydney’s Lakemba. “Prime Minister Anthony Albanese and Home Affairs Minister Tony Burke have been booed and heckled at a mosque in Western Sydney. “Worshippers could be heard shouting "genocide supporters", "get them out of here" and "go home" before Albanese was led out of the mosque.” #live-blog-post-273556" target="_blank" rel="nofollow noopener">abc.net.au/news/2026-03-2…
Peter Cronau tweet mediaPeter Cronau tweet media
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Dogs are the best people_NAFO
Dogs are the best people_NAFO@Dogsarethebes16·
@PeterCronau Imagine going to a mosque full of Lebanese Australians and expecting any other response. We have 250,000+ Lebanese Aussies in this country, who - like the rest of us - are watching the destruction of Lebanese towns and cities with utter horror, with nary a peep from Albo.
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AJ+
AJ+@ajplus·
This 100-year-old woman in Lebanon is refusing to be forcibly displaced and leave her home amid intensified Israeli attacks.
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Clash Report
Clash Report@clashreport·
IRGC fighter while firing a missile on Israel: For the victims of Epstein Island, we target the idol of Baal.
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Angelica 🌐⚛️🇹🇼🇨🇳🇺🇸
Did YOU want to watch CCTV's AI Martial Arts cartoon about the Straits of Hormuz crisis? Complete with fighting Persian Cats? Well I subtitled it for you so you can enjoy it in all its trope-laden glory! Remember kids, the mountains will stay standing while the green water flows, and the true art of war is not figuring out how to fight, but how to stop!🥷😼🦅
Steve Hou@stevehou

Chinese state media made an AI-generated cartoon about the US-Iran conflict. Extremely well done!

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Rebound
Rebound@Mwoloz·
@calvinfroedge Basij are waiving white flags in Tehran. The end is coming
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Amerikanets 📉
Amerikanets 📉@ripplebrain·
2020: No one can detect the F-35 2023: Maybe the F-35 can be detected under certain conditions by advanced militaries 2025: One of the poorest countries in the world can detect and lock on to the F-35 but can't hit it 2026: A poor country can detect, lock on to, and hit the F-35 and force it to make an emergency landing but it can't destroy it in the air I wonder what the future holds
Voödoo 6 von Inyanga@6Voodoo

Anyone arguing that minor damage to a US aircraft, sustained while lollygagging over hostile airspace is an epoch altering event is arguing the US military is so strong that the mere damaging of one of its weapons is a great feat.

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Eric Feigl-Ding
Eric Feigl-Ding@DrEricDing·
FUN FACT—helium cools the superconducting magnets in more than 14,000 MRI machines used in hospitals worldwide. We lost the largest helium extraction plant in the world in Qatar. US reserves running low. Helium cannot be produced de novo. Any helium escape is permanent.
Shanaka Anslem Perera ⚡@shanaka86

Helium is the only element that escapes Earth’s atmosphere permanently. Once released, it rises through the troposphere, passes the stratosphere, and leaves the planet. It cannot be manufactured. It cannot be synthesised at industrial scale. It accumulates over billions of years in the same geological reservoirs as natural gas. And one third of the world’s supply just went offline because Iran hit the facility that extracts it. Qatar produced roughly 63 million cubic metres of helium in 2025, accounting for 30 to 36 percent of global supply from a total of approximately 190 million cubic metres. QatarEnergy’s three large helium purification plants at Ras Laffan form the world’s biggest helium production base. When LNG production stopped after Iranian drone strikes on March 2 and the subsequent missile damage on March 19, helium extraction stopped automatically because helium is recovered during natural gas liquefaction. You cannot produce helium without producing LNG. The byproduct dies with the primary product. Spot helium prices have roughly doubled since the crisis began. Industry consultants warn that prolonged disruption could push contract prices toward $2,000 per thousand cubic feet. A major industrial gas supplier has already begun assessing customers a helium surcharge. Phil Kornbluth, the most cited helium market consultant, stated the assessment directly: the world cannot compensate for the loss of a third of its helium supply. South Korea imports 64.7 percent of its helium from Qatar. SK Hynix and Samsung operate high-volume fabs producing the DRAM and high-bandwidth memory that power every AI accelerator, every data centre GPU, and every cloud computing cluster on Earth. Helium cools silicon wafers during fabrication. It serves as a carrier gas in deposition and etching tools. It enables leak detection in vacuum systems. Modern extreme ultraviolet lithography requires helium-cooled environments for precise temperature control. Without helium, the fabrication process degrades or stops. SK Hynix and Samsung hold two to three months of helium inventory. Two to three months is not a buffer. It is a countdown. If Ras Laffan remains offline beyond that window, South Korean memory production faces rationing. TSMC in Taiwan is somewhat more diversified but still uses Qatar-linked supply chains. The entire AI hardware supply chain, from HBM3E memory stacks to advanced logic chips, sits inside helium-dependent ecosystems. Beyond semiconductors, helium cools the superconducting magnets in more than 14,000 MRI machines operating worldwide. It pressurises rocket fuel tanks and purges propulsion systems in aerospace. CERN’s Large Hadron Collider depends on helium cryogenic systems. There is no substitute for helium in any of these applications at industrial scale. The United States and Qatar together account for more than 70 percent of global production. The US federal helium reserve and private suppliers offer partial relief, but global prices and spot availability are still governed by Qatar’s market share. Japan’s Iwatani has drawn on US reserves. Canada and the Rockies are seeing renewed investor interest. None of this replaces 63 million cubic metres in weeks. The war hit uranium first. Then oil. Then nitrogen. Then water. Then plastic. Then medicine. Then sulfur. Now helium. Eight layers. Each one deeper. Each one closer to the infrastructure that sustains modern civilisation. The chip that processes your data, the magnet that scans your body, and the rocket that launches your satellite all depend on an atom that leaves the planet when you lose it. open.substack.com/pub/shanakaans…

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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
Absolute psychopath. An American reporter asks Netanyahu about US soldiers dying for his war, and he literally brushes it off saying "freedom has its costs." He is sacrificing American lives without a single second of hesitation.
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Rob O’Silva
Rob O’Silva@RobOSilva1·
Israel's finding out that there is a bully just like them that isn't afraid to escalate madly But contemplation is not part of Israel, so they will do the only thing they know - double down
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Rob O’Silva retweetledi
Shaiel Ben-Ephraim
Shaiel Ben-Ephraim@academic_la·
Open sources indicate a massive increase in Iranian launches since March 16th. That day firings went up 63.2% and one the 17th increased by 19.4%. Today it is on pace to increase again. The type of missiles is also different. Approximately 50% of Iranian ballistic missiles fired recently have contained cluster warheads, which can saturate radar and force air defense systems (like Patriot or Iron Dome) to fire multiple interceptors per target. This shows what we have long suspected. The IDF and CENTCOM are lying about the rates of destruction of launchers and Iranian missiles. Indeed, the UAE Ministry of Defence noted on March 17 that there has been "no apparent reduction in launches" since the early days of the war.
Shaiel Ben-Ephraim tweet media
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Hamza Yusuf
Hamza Yusuf@Hamza_a96·
Israel targets a British journalist in Lebanon. The BBC: “Missile lands next to presenter” Pathetic even by its own incredibly low standards.
Hamza Yusuf tweet media
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Rob O’Silva
Rob O’Silva@RobOSilva1·
Lmao, people REALLY not getting this is not something that stops, or there gets to be a normal world after this war ends where Western contractors come back This is like week 2 in the first Covid lockdown and thinking that by Week 6 we all go back to the offices
Kacper Piotr Kaminski@Kacper_PK_CH

MIDDLE EAST OIL & GAS RECONSTRUCTION WATCHLIST Who rebuilds when this war ends? Ranked by reconstruction relevance, not pre-war backlog, assembled by AI assistant, hopefully 95% accurate. PHASE 1: Emergency restart and damage repair (months 1 to 12 post ceasefire) 1. $SLB (NYSE) | SLB N.V. | Largest installed base of wellhead systems and production equipment across every damaged facility. Well restart, integrity assessment, corrosion monitoring after prolonged shut ins. Recently won $1.5B Kuwait Oil Company contract plus Oman contracts. Biggest regional footprint of any OFS company. 2. $HAL (NYSE) | Halliburton | Well intervention, cementing, completions restart. Holds the $2.5B Jafurah EPIC contract with Aramco. Dual HQ in Houston and Dubai. Critical for restarting shut in wells across Saudi and UAE. 3. $BKR (NASDAQ) | Baker Hughes | Gas turbine inspection, compressor recertification, gas processing equipment stress testing. Every gas plant shut down (Habshan, Shah, Ras Laffan) needs their turbomachinery services before restart. PHASE 2: Full reconstruction (years 1 to 5) 4. $TE (Euronext Paris) / $THNPY (OTC) | Technip Energies | Built most of Qatar's LNG infrastructure. 59% of revenue from Africa and Middle East. The Ras Laffan rebuild alone could be their largest contract in history. 5. $KBR (NYSE) | KBR Inc. | Brownfield EPCM specialists. Already supporting Aramco's Shaybah (attacked), Majnoon in Iraq, and Kuwait Oil Company. Damage assessment to design to reconstruction. 6. $FLR (NYSE) | Fluor Corporation | Major refinery rebuild expertise. Ras Tanura, SAMREF are historical Fluor client base. Also positioned for new bypass infrastructure EPC. 7. $SPM (Borsa Italiana) / $SAPMY (OTC) | Saipem | Deep Gulf NOC relationships. Merging with Subsea 7 to form Saipem7 with EUR 43B combined backlog. Offshore and pipeline repair in the Gulf runs through them. PHASE 3: New infrastructure that didn't exist before 8. $TS (NYSE) | Tenaris | World's largest steel pipe manufacturer for oil and gas. Post war bypass pipeline expansion means potentially hundreds of km of new pipeline. Massive pipe orders. 9. $WFRD (NASDAQ) | Weatherford International | Production restart, artificial lift, well services. Major contracts with PDO, KOC, Bapco. Positioned for the activity surge when operations resume. 10. $FTI (NYSE) | TechnipFMC | Subsea and surface wellhead systems. Essential for offshore Gulf infrastructure repair and new subsea pipeline connections. 11. $HP (NYSE) | Helmerich and Payne | Was scaling to 24 rigs in Saudi Arabia by mid 2026. Rigs are likely idle now. When drilling resumes expect a massive catch up surge. Rigs already in country. 12. $PTEN (NASDAQ) | Patterson UTI Energy | 15% stake in JV with ADNOC Drilling and SLB to drill 144 unconventional wells in UAE. That program restarts post war with urgency. 13. $NOV (NYSE) | NOV Inc. | Rig systems, drilling equipment, pipeline components. Equipment supplier to every company above. Picks and shovels play on the entire rebuild. Map by meforum.org

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Lee Fang
Lee Fang@lhfang·
In February, Iran offered Trump unlimited inspections (beyond Obama deal w/sunsets), down-blending its enriched uranium stockpile & U.S. corporations to run Iran's nuclear energy. Israel launched this war to prevent a permanent peace deal. The most insane war in modern history.
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