Mark Henspeter

296 posts

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Mark Henspeter

Mark Henspeter

@m_henspeter

All things Alaska, Arctic, energy, and the great outdoors. UAF, MT, TAMU Energy Institute.

Anchorage, AK Katılım Kasım 2013
587 Takip Edilen112 Takipçiler
Mark Henspeter retweetledi
Logan
Logan@NoCHillDC·
I'll die on this hill. As a DC professional I've long argued with friends and colleagues that they aren't getting enough sleep, and they are in total denial about how cognitively impaired they are.
Aakash Gupta@aakashgupta

The scariest finding in this paper: the subjects couldn't tell it was happening. UPenn ran this study on 48 healthy adults. One group slept 8 hours. Another slept 6. Another slept 4. For 14 straight days. They tested cognitive performance every 2 hours from 7:30am to 11:30pm. The 6-hour group's reaction times, working memory, and sustained attention deteriorated on a near-linear curve. By day 14 they were performing at the same level as someone who hadn't slept at all in 48 hours. The 4-hour group hit that threshold by day 6. Here's the part that should unsettle everyone who thinks they "do fine" on 6 hours: the subjects' self-reported sleepiness flatlined after the first few days. Their brains kept getting worse. Their perception of how impaired they were stopped updating. The cognitive decline was invisible to the person experiencing it. The researchers found a hard threshold. Any wakefulness beyond 15.84 hours in a day produces cumulative neurobiological cost. That cost compounds every single day you exceed it and does not reset with a weekend of sleeping in. About 35% of American adults sleep less than 7 hours a night. 40% of those get 6 hours or less. In 1942 that number was 11%. We built an entire professional culture around a sleep schedule that this paper says is functionally equivalent to pulling consecutive all-nighters. "I'm fine on 6 hours" is the most common response to sleep research. The first thing chronic sleep debt destroys is your ability to notice chronic sleep debt.

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Brett Watson
Brett Watson@brettjwatson·
Unclear what the source of this information is, but one can do a simple modification of the DoR Fall '25 Rev Sources book Inc Statement Table and see that @ ANS $120 the state makes ~$28 per barrel and the companies are making $42 (assuming this is a Prudhoe barrel)
Brett Watson tweet media
907Honest@907Honest

Who really profits from a $120 barrel of oil? The data might surprise you. 🛢️ A detailed look at the Alaskan North Slope (ANS) crude value chain reveals a complex distribution of capital that challenges common perceptions of oil industry profitability. While high prices at the pump typically draw scrutiny toward oil producers, the math shows a different reality: state governments and downstream refiners are the primary beneficiaries. Here is the financial breakdown of a $120 barrel of ANS crude: The Producer: After $28–$35 in extraction and transit costs, the extraction and production (E&P) company nets a minority share of $35–$45. The Resource Owner: The State of Alaska captures the largest upstream share at $45–$55 through royalties and severance taxes. The Refiner: Downstream refiners are currently commanding record-high "crack spreads" (margins) of $50–$70 per barrel, indicating that consumer costs are heavily driven by refining bottlenecks rather than raw crude prices alone. The Regulatory Impact on the West CoastOnce the crude reaches its destination, state-level environmental policies and levies act as substantial "hidden taxes." In strict regulatory environments, destination states extract more value per barrel than the companies producing the oil: Washington: $65.20 in effective taxes and fees per barrel California: $63.80 per barrel (with environmental compliance adding ~$0.92 per gallon to wholesale costs) Oregon: $22.40 per barrel The Bottom Line: The narrative that oil producers capture the majority of the wholesale value is mathematically unsupported by the data. The true financial drivers of a $120 barrel are the resource-owning state (Alaska), the consuming states (Washington and California), and industrial processing constraints at the refinery level. #OilAndGas #EnergyEconomics #Commodities #EnergyPolicy #SupplyChain #AlaskaNorthSlope

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Rory Johnston
Rory Johnston@Rory_Johnston·
There it is—Dated Brent (i.e., spot) crude hits $144.46/bbl, a new all-time high.
Rory Johnston tweet media
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Mark Henspeter
Mark Henspeter@m_henspeter·
@CrazyWeeMonkey The MachE GT slower than an Explorer is also a surprise. Tires might explain the poor showing from the EVs vs. the hi-po gas SUVs.
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CEO of Antifa
CEO of Antifa@CrazyWeeMonkey·
Apparently the Blazer EV PPV is slower than the Tahoe PPV in cop testing??
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Mark Henspeter retweetledi
Mark Henspeter retweetledi
Nate the House Whisperer
Nate the House Whisperer@energysmartwv·
Need new HVAC at home? Be careful only getting a furnace for heating. You're making a bet on fuel prices for 15-20 years, at a minimum consider a hybrid setup (furnace + 2 way ac/heat pump), but getting solar panels and electrifying may make sense too. The US is exporting more and more natural gas, tying use closer and closer to world prices. Will natural gas remain cheap in the US? I'm not betting on it. Here's the full story. natethehousewhisperer.com/blog/trying-to…
Nate the House Whisperer tweet media
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Mark Henspeter
Mark Henspeter@m_henspeter·
@JesseJenkins Ford has the resources and engineering expertise to pull it off, and I think Farley genuinely understands the gravity of the situation if they don’t. They can’t afford to mess this up.
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Mark Henspeter
Mark Henspeter@m_henspeter·
@Guzzak Sure hope they’ve got the valves cranked all the way open in Prudhoe so we can make hay while the sun shines… Actual TAPS throughput: 3/28: 455,516 2/28: 463,523
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Mark Henspeter
Mark Henspeter@m_henspeter·
@CrazyWeeMonkey Good improvement. Looks similar to the existing android auto integration on Volvo/polestar/etc. that works pretty well. Curious why it couldn’t ping SoC via telematics, if linked. Seems like it could be a liability for newbies who forget to enter the correct SoC.
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Patrick De Haan
Patrick De Haan@GasBuddyGuy·
diesel prices show a clear divide: coastal regions tied to global markets are seeing the most pressure, while areas inland (Midwest/Rockies/Plains) are benefiting. the more connected to global diesel flows, the higher the price.
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Mark Henspeter retweetledi
Rory Johnston
Rory Johnston@Rory_Johnston·
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the Gulf. NGLs/condensate on top of that. 200 million barrels not produced in March already that should have been produced. That alone is already the largest supply shock in history. And it continues to get worse the longer Hormuz remains shut.
Rory Johnston tweet media
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Michael E. Webber
Michael E. Webber@MichaelEWebber·
It looks like the war's winners so far are Russia, Iran and Texas oil & gas exporters... Russia benefits from high prices, waived sanctions, and a distracted world. Iran benefits from high prices, waived sanctions, and the realization (by them and the world) that they can control the Strait of Hormuz. Also, the theocracy seems to have tightened its grip on the population. Texas oil & gas exporters benefit from high prices. Meanwhile, it's not clear how the USA is getting closer to our objectives (what *are* our objectives, anyway?). China seems to get a mixed result: they are getting hammered by high prices on imported energy, helium, fertilizer, etc., but they also get a boost b/c they sell the goods (wind, solar, batteries, EVs...) the world wants as hedges against high oil and gas prices.
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Patrick De Haan
Patrick De Haan@GasBuddyGuy·
National average price of gasoline holding at $3.991/gal- there’s a psychological wall at $4. stations will sacrifice some margin to stay at $3.99 because they know how consumers react- but once costs force their hand, prices jump above it- and that could happen soon.
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CEO of Antifa
CEO of Antifa@CrazyWeeMonkey·
realizing the brodozers in my area are spending $200-$300 a tank in diesel at current prices
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Craig Lawrence
Craig Lawrence@clawrence·
To all the supporters of keeping our farmland for food, not solar farms. I certainly hope you are also EV supporters, so we can keep our farmland for food, not fuels. eenews.net/articles/epa-h…
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CEO of Antifa
CEO of Antifa@CrazyWeeMonkey·
It fixed itself after a restart thankfully, this must've been the Mach-E's yearly reminder that it is a Ford.
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