عبد العزيز الرفاعي
29.1K posts

عبد العزيز الرفاعي
@drf4kd
نحاول أن نعيش اللحظة، نضحك، نتسلى، نؤجل مواجهة الألم أو الانهيار، مع أننا في داخلنا نعرف أن هناك ثقلًا أو مصيرًا محتومًا ينتظرنا



Formosa Plastics and Formosa Petrochemicals declaring force majeure their main products

“It can’t be THAT bad. You’re exaggerating.” “I’m really not. It is THAT bad.” “But what does that mean, in real terms?” …

Great article! Lots of interesting data points. The supply constraints are real. So is the continued reliance on Chinese parts.





DeepSeek probably cannot match the compensation packages from Qwen or ByteDance Seed, but the people there are held together by something else: belief in the mission, belief in Liang, and belief that they are building something that actually matters. There are no layers of management, no real titles, just Liang as your direct leader. It is not the right place if money is your only goal, because DeepSeek runs on ambition, conviction, and people who are willing to push themselves for a dream. Article in Chinese: mp.weixin.qq.com/s/bYZrKp48Y7Ep…




Gulf states consider new pipelines to avoid Strait of Hormuz ft.trib.al/OJL9g4d


To our best knowledge, not a single LNG tanker departed via the Strait of Hormuz during March 2026, and about 20% of the world's supply comes out of the strait. #ONGT #Tankers #LNG #NatGas

XPENG is entering a new chapter. From April 1, 2026, our Chinese company name will change to "小鹏集团" (XPENG Group) from "小鹏汽车有限公司" (XPENG Motors). Our English name remains as "XPeng Inc." A small change — signaling a bigger shift toward Physical AI. #XPEV








