マッシー
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マッシー
@SandyCTO
都内で生息 国家観・歴史観故に、靖國神社崇敬奉賛会会員 Stop mRNA型遺伝子🧬生物製剤☠️💉 米国INDEX ・JEPQ& 日本高配当株投資 なお、ポストは個人の見解です



The UAE just reported zero gas production at Shah and Habshan. Not reduced. Not curtailed. Zero. Drone strikes and missile debris shut down the ultra-sour gas processing facilities that produce roughly 20 percent of the UAE’s national gas supply. Qatar’s Ras Laffan suffered extensive missile damage with production halted. Saudi Arabia cut output 20 percent across Eastern Province refineries. Kuwait and Bahrain declared partial force majeure. Iraq’s southern fields dropped roughly 70 percent. Five Gulf states. Simultaneous shutdowns. The energy story is obvious. The fertiliser story is the one nobody is telling. Ultra-sour gas contains hydrogen sulfide. Processing it recovers elemental sulfur as a byproduct. Over 80 percent of the world’s 84 million tonnes of annual sulfur production comes from this desulfurisation process. Shah and Habshan are among the most sulfur-rich gas fields on Earth. Ras Laffan processes some of the highest H2S-content gas in the Gulf. The facilities that just went dark are not just gas plants. They are the global sulfur supply chain. Sulfur becomes sulfuric acid. Sulfuric acid reacts with phosphate rock to produce phosphoric acid. Phosphoric acid becomes DAP, MAP, TSP, and SSP, the four phosphate fertilisers that deliver the phosphorus every plant requires alongside nitrogen and potassium. Fifty to sixty percent of all sulfuric acid produced globally goes into fertiliser manufacturing. Without sulfur there is no phosphoric acid. Without phosphoric acid there is no phosphate fertiliser. Without phosphate fertiliser, nitrogen alone cannot grow a crop. The world has been watching the nitrogen crisis. Urea at $610. Corn acres falling. Soybeans rising. The Haber-Bosch chokepoint. But nitrogen is only one of the three macronutrients. Phosphorus is the second. And the phosphorus supply chain just lost its foundational input because the gas fields that produce sulfur as a byproduct are the same fields that Iran hit this morning. Alternative sources exist. Pyrite roasting. Smelter acid from copper and zinc processing. Volcanic deposits. Recycled sulfur from refineries. Together they represent 15 to 25 percent of global supply. Pyrite roasting requires new mining and processing capacity with a lead time of three to five years. Smelter acid is a byproduct tied to metal markets and cannot be scaled on demand. Volcanic sulfur is geographically limited. Recycled sulfur from refining is already maximised. Fifteen to 25 percent cannot replace 80 percent. Not in weeks. Not in months. Not before the planting season that is closing right now across the Northern Hemisphere. The nitrogen trap was the first biological chokepoint. The sulfur trap is the second. Both trace to the same Gulf geography. Both are governed by the same strait. Both operate on the same biological clock that does not negotiate with sealed packets or presidential directives. Nitrogen decides whether the crop grows. Phosphorus decides whether it fruits. Both molecules are now compromised simultaneously. The farmer who switched to soybeans because nitrogen was too expensive may discover that even soybeans need phosphorus, and phosphorus needs sulfuric acid, and sulfuric acid needs sulfur, and sulfur needs the gas fields that are producing zero tonnes today. The war hit uranium first. Then oil. Then nitrogen. Then water. Then plastic. Then medicine. Now sulfur. Seven layers. Each one deeper. Each one closer to the chemistry that keeps human beings alive. open.substack.com/pub/shanakaans…


先ほどFOMCが終了しました 内容的には予想通りのタカ的な内容だったかと思いますが、FOMCの声明発表、会見中も含めて金利上昇と株価下落が続きました📉 特にポジティブな理由がないことから、債券売りとポジション削減が続いたと思われます 😔😔



都内医学部受験生の最近の傾向 筑波大医学部と慈恵医大🌸 →慈恵医大へ進学 群馬大医学部と順天堂医学部🌸 →順天堂医へ進学 信州大医学部と東京医大🌸 →東京医大へ進学 実家に余裕があれば、都内の受験生の多くが地方国立医より都内上位私立医を選ぶ傾向 #医学部受験
















