AtoZ

Another blow to the global LNG market 🚢🚨 🇦🇺 Three Australian LNG export plants (which provide ~8% of the world’s supply) have had output curbed by a cyclone ⚠️ Some offshore gas platforms were knocked offline by the big storm bloomberg.com/news/articles/…

@scs_real If you know, you know.

I don’t talk about these enough. I purchased them in 1991 at the PX in Ramstein AFB, along with the full Yamaha system, on my A1C credit. Why they gave a one-stripe Airman credit is beyond me. Had no money to pay off the debt. Hard lesson learned. At any rate, I got these Cerwin-Vegas, along with the Yamaha system, 35 years ago. I’ve only had to replace one 18" woofer after I blew it out listening to “One.” Also added a Bluetooth receiver to the Yamaha system. That’s it. These boys have been with me for 35 years. Hard to believe. I was out in the barn tonight listening to “Misty Mountain Hop” on them while fixing a gate latch. It’s fascinating that I hadn’t really thought about them in decades until tonight. They’re just objects, after all. Yet they have been with me my entire adult life and have helped create countless memories with actual people. So I think a celebration is in order for these classic Cerwin Vega Pros that have given me so many memories. A neighborhood barn square dance will be held on April 4th at my place. No food will be provided, only one keg. Bring a sober driver.

@everytimeicash Apparently all is unicorns and roses in his world.

Crazy turn

@BlackScholesMan Patience Pays……

The irony of being focused on aerospace/defense....in the middle of two large wars...with only 4 green names across an entire portfolio that covers the world. Reminder that cash is a position and when they sell they come for everything.

@ekwufinance $AUMY the ONLY Antimony refiner in the US, if you know you know.

No rare earths = no fighter jets = no war - The US imports ~70–80% of its rare earths from China - China is restricting these very supplies - RE stockpiles were low before the war began It’s not just fighter jets... the whole US military is dependent on Chinese rare earths

@front_ukrainian @Vmaxpax Drone tech assistance

❗️🇺🇦🇸🇦 Zelenskyy and Saudi Crown Prince Mohammed bin Salman are set to sign a security cooperation agreement. According to sources in the Saudi government, this was reported by AFP. It is known that the agreement will concern the protection of airspace, however, other details of the agreement have not yet been disclosed.

@KPGlobalCharts Good information, thanks

Retired Patriot Battalion Commander On The Challenges Of Defeating Iran’s Barrages David Shank, former commandant of the Army's Air Defense Artillery School, offers a frank assessment of how air defenses are performing against Iran. Exclusive: twz.com/news-features/…

@ProudSocialist @grok is this accurate

Israel just released footage of last night's attack on South Lebanon where they demolished an entire town. After getting away with genocide, Israel is emboldened and openly bragging about their war crimes. They are stealing South Lebanon right now and no one is stopping them.

@cekdrew @CharlesSchwab Worked for me

Charles Schwab has been down all day. Somehow I was able to make a purchase earlier today, but now I can’t even access my positions. This is a disaster @CharlesSchwab

@_emergent_ @grok date and context of this video

Many countries are experiencing severe disruption due to fuel shortages from Iran 🇮🇷 closing the Strait of Hormuz. There are fights breaking out at gas stations in India 🇮🇳, over who gets to fill their tank.

@TopherGotWifi @jimcramer Inverse Cramer thesis is negated by war.

$VG for ANY stock investor it is IMPERATIVE that you DO NOT listen to absolute fugging idiots like Jim Cramer. @jimcramer you consistently make an absolute ass out of yourself. Exhibit A. In 60 days you went from dumping on $VG to “one to own.” GET. FUGGING. REAL. 🤡

@RealRickRule Crickets 🦗

Governor Newsom?

@trentkelp I’d like to hear more about their horizontal boring technique efficiency.

Thinking about Bringing on the management team from Buffalo Potash $BUFF.V OTC $BlPTF Want them to introduce Buffalo Potash and go over the macro and supply and Demand Constraints. What are good times and days for a spaces on this company?

@RT_com @grok what say you?

US F-18 JET HIT BY AIR DEFENSES OVER IRAN — IRGC

@trentkelp High in protein.

Everyone is covering the force majeure. Everyone is covering the 13 million tonnes. Everyone is covering the gas prices and the geopolitics and the five-year timeline. My good friend Veron Wickramasinghe just asked the question nobody else is asking: how do you rebuild when the machines that make the molecules take three to four years to manufacture, ship through a closed strait, and commission in a war zone? Read what he found. Every LNG train at Ras Laffan requires high-purity nitrogen from Air Separation Units: cryogenic plants cooling air to minus 190 degrees to distil it into component gases. Pearl GTL needs 30,000 tonnes per day of pure oxygen from eight Linde-built ASUs. Each cold box: 470 tonnes, 60 metres tall. Lead time from contract to commissioning: three to four years. If destroyed, replacement arrives no earlier than 2029. But here is the choke point that Veron identified that nobody else has. The heart of every cryogenic ASU is a brazed aluminium plate-fin heat exchanger called a BAHX. These exchangers operate with temperature differentials of one to two Kelvin and require precision brazing in vacuum furnaces. Only five companies on Earth are qualified to manufacture them. Five. For every cryogenic heat exchanger in every air separation unit, every LNG train, every industrial gas facility, and every hydrogen plant on the planet. Fives Cryo in France. Kobelco in Japan. Linde in Germany. Sumitomo in Japan. Chart Industries in La Crosse, Wisconsin. Current lead times: 12 to 18 months or more. And their order books are already full. Veron was honest about what is confirmed and what is not. QatarEnergy CEO al-Kaabi confirmed LNG Trains 4 and 6 are damaged: 12.8 Mtpa offline, 3 to 5 year repairs, $20 billion annual revenue loss, force majeure up to 5 years. Shell confirmed Pearl GTL Unit 2 needs roughly one year of repair. What has NOT been confirmed is whether the ASUs themselves were destroyed. Shell’s one-year timeline is inconsistent with total ASU loss, which would require four to five years. Veron flagged this honestly and gave you the analysis both ways. And then he showed you the cascade nobody else sees. Qatar produces one-third of the world’s helium from the same facility. Helium is irreplaceable in semiconductor fabrication: cooling wafers, purging chambers, detecting leaks. Samsung and SK Hynix import 64.7 percent of their helium from Qatar. Spot prices have doubled. Liquid helium vaporises within 35 to 48 days. Fourteen percent of capacity is permanently damaged. The LNG trains, the ASUs, and the helium plants all sit on the same rock, fed by the same gas field, accessed through the same strait. One set of missile strikes on March 18 to 19 took out 17 percent of global LNG, threatened one-third of global helium, and exposed a supply chain that runs through five workshops in Germany, France, Japan, Italy, and Wisconsin with three-year lead times and full order books. This is what Veron understood that the headline analysts missed: the recovery is not constrained by money or political will. It is constrained by vacuum furnaces, aluminium metallurgy, and the physics of brazing at tolerances measured in single-digit Kelvin. You cannot accelerate physics. You cannot surge-produce a 470-tonne cold box. You cannot commission cryogenic equipment in a war zone. Five companies. Five workshops. Three-year lead times. Full order books. A closed strait. An active war. That is not a recovery timeline. That is a sentence. Read Veron’s full analysis. It is the most important thing written about this war that does not involve a missile.

@everytimeicash High level dick riding.

This is fucking pathetic.

Agreed.

@CompoundinGirl And other peoples id wager.

I heard gurgavin blew up his trading account?!

@themaritimenet $VG has the most open market supply exposure versus long term contracted.

The LNG market just got tighter ⚠️ Australia’s Darwin LNG plant has stopped exports for now. This happened on today, right when demand is already high and supply from the Middle East is under pressure. With the recent restart of the Barossa project's gas supply, this plant is essential to the Asia-Pacific supply chain. There will be fewer LNG cargoes on the market if the shutdown continues for several weeks. This may affect prices and flows throughout Asia and even Europe, so it's not just a local problem. The LNG market doesn’t have much cushion right now… and it’s starting to show.