Outdoors
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There are plenty of platforms competing for attention right now, but only a few actually earn repeat use. After spending time with @yapper_so today, I understand why it’s gaining momentum. The speed is strong, the workflow feels refined, and the final quality gives creators something they can confidently publish. Good tools don’t just help you make content—they help you keep momentum, test more ideas, and create consistently. That’s what makes platforms like this valuable in the long run. Generated with Yapper.







Saudi Arabia’s oil escape route runs through the next chokepoint. The Yanbu bypass worked. Ras Tanura shut down after a March 2 drone strike. By March 13, full operations resumed at 550,000 barrels per day via the East-West pipeline, a 1,200-kilometre overland route built in 1981 to move crude from the Gulf coast to a Red Sea terminal that Hormuz cannot touch. Pipeline capacity expanded to 7 million barrels per day. Yanbu loads roughly 4.3 to 4.5 million. Saudi oil flows. The market exhaled. The oil then enters the Red Sea. The Red Sea where Houthi forces launched over 100 attacks on commercial shipping between November 2023 and late 2025. Where 20 or more vessels were hit. Where four were sunk. Where insurance premiums surged 20 times over and global trade rerouted around the Cape of Good Hope at 10 to 14 additional days per voyage. Where the Houthis paused after the October 2025 Gaza ceasefire and then signalled resumption on February 28, the same day Operation Epic Fury began, in explicit solidarity with Iran. The pipeline is invulnerable. It runs underground across the Arabian desert. No drone, no missile, no naval mine can reach it. But the pipeline ends at a port. The port loads tankers. The tankers sail through Bab el-Mandeb or around Africa. And Bab el-Mandeb is the second narrowest chokepoint in global energy shipping, guarded by the same Iranian proxy network that the Mosaic Doctrine activates through pre-delegated standing orders. Houthi capabilities are real. Asef anti-ship ballistic missiles with Iranian electro-optical terminal seekers at 450 to 500 kilometres. Quds cruise missiles with radar-homing guidance at 800 to 2,000 kilometres claimed range. Samad drones reaching up to 1,500 kilometres. The accuracy is limited. Red Sea hit rates ran roughly 10 to 20 percent on moving targets. But accuracy was never the weapon. Volume was. One hundred attacks at 10 percent hit rate sank four ships and repriced the entire Red Sea insurance market for 26 months and counting. As of March 18, the pause holds. No sustained confirmed attacks since the ceasefire. But the capability is intact. The rhetoric is active. And the war that triggered the resumption signal is escalating, not winding down. Saudi Arabia solved Hormuz. It built a pipeline decades ago and it works. That is foresight. That is engineering. That is resilience. But the crude that exits Yanbu still requires maritime passage through a waterway that Iran’s proxies have already demonstrated they can disrupt at will. The bypass bypasses one chokepoint. It does not bypass chokepoints. Now hold this against fertiliser. Urea loads at Ruwais. Ammonia loads at Ras Laffan. Both inside the Gulf. Both west of Hormuz. There is no East-West pipeline for nitrogen. There is no Yanbu terminal for ammonia. There is no overland route from the Gulf to a Red Sea port that carries fertiliser. The molecule that feeds half the world has fewer options than a Saudi oil tanker. Oil has a bypass with a vulnerability. Fertiliser has no bypass at all. NOLA urea at $683 reflects the second fact. The market celebrating Ras Tanura reflects only the first. The pipeline works. The Red Sea waits. And the nitrogen has nowhere to go. open.substack.com/pub/shanakaans…


🚩MFS was accused of double pledging collateral and other managerial mishaps and lost access to their bank financing. Here we go, again. When FBG and Tricolor happened, we said: our sources said double pledging happens with other lenders as well. We called for auditing all the loan pool (not just sample) to clear the lenders of double pledging. Until then, we are skeptical that most lenders engage in double pledging. Credit side is screwed.



You thought the fun was over? 🏈 This weekend, video takes center stage on the timeline. We’re awarding $1M, $500K, and $250K to the top three videos about @grok, created with Imagine 1.0.








