MB

A CLIMATE CHANGE RECAP THREAD, OR WHY IT HAS NOTHING TO DO WITH CO2. 1: We are in the modern warming period, due to the Solar Cycles called Bray-Halstatt & Eddy. Temperatures are EXPECTED TO INCREASE in this period. Easily understood from this graph:

These folks are building solar where the sun doesn't shine. 🤷‍♂️

And now we have three oil markets: Asia (Oman oil at $167), Brent ($113) and US (WTI $97)

QatarEnergy’s Ras Laffan Industrial City to the north of Doha, Qatar's main site for the production of liquefied natural gas and gas-to-liquid, as well as the largest export terminal for LNG in the world, has been heavily targeted tonight by ballistic missiles fired by Iran. Extensive damage to the site and several facilities are being reported by QatarEnergy.

We have spent £180m on plans for a tunnel under Stonehenge. The project is now scrapped. You can be for a tunnel & think spending is a good idea (even if you think the cost of planning is silly). You can be against a tunnel & think spending is a bad idea. But *nobody* can be for spending on this scale with zero result. And yet that is a peculiarly British outcome. Nobody will be reprimanded. Nobody will see their career affected. But that’s £180m of taxpayer money just wazzed up the wall. Totally without repercussions. Multiply this by airport expansions & train route plans and Thames crossings and power stations and other examples you can think of yourself, and… soon you’re talking serious money.

Hard to think of a strategic as well as national energy policy that is more vindicated, each day, than the French decision to go big into Nuclear power. A French victory that rivals with Austerlitz.

Britain had energy abundance within its grasp. Nuclear, North Sea, fracking. It could *still* have it all. Unbelievably painful to behold.

I believe we are standing on the precipice of the most profound, intentional collapse of human civilization in recorded history. The trigger isn’t a meteor, a supervolcano, or even a world war in the traditional sense. It’s the potential destruction of a single industrial facility: the Ras Laffan liquefied natural gas (LNG) complex in Qatar. Modern civilization doesn’t just run on energy; it is fundamentally architected on a steady, massive flow of natural gas, supercooled and shipped as LNG. This isn’t an abstraction. Our global food supply, our industrial chemical production, and the very stability of nations are tethered to this flow. That tether is frighteningly thin. Qatar's Ras Laffan is the heart of this system, a nexus of technology and geography that is effectively irreplaceable. Its 14 processing 'trains' and the critical Main Cryogenic Heat Exchangers (MCHEs) that chill gas to -260°F are marvels of engineering, but they represent a catastrophic single point of failure. As noted in energy literature, the specialized machinery for this process is made by only one or a handful of companies globally. This infrastructure isn't just important; it is singular. Its loss would not be a temporary market disruption. It would be a decade-long severing of the global energy artery. The recent, deliberate sabotage of critical infrastructure like the Nord Stream pipelines has shown us that such attacks are not theoretical. They are tools of geopolitical warfare. When you understand that over half the world's food depends on fertilizer made from natural gas, the picture becomes horrifyingly clear. We have built a world of astonishing abundance on a foundation of shocking fragility. One facility, in one volatile region, now holds the key to whether billions eat or starve. Two of QatarEnergy's 14 LNG trains have now been destroyed. The rebuild time is 3-5 years. If all 14 trains are destroyed, 25% - 50% of the world's current population will starve. Trump did this.