Ryan Industrialist

@foreignhorrorhq Just like how people think 60s horror is all European gothic, Mexico was out here doing the real suffocating stuff. Need to track this down.

Even The Wind Is Afraid from 1968 is one of the most atmospherically suffocating ghost films ever made and it comes from Mexico, not the European countries that usually get credit for this era of horror. The boarding school setting creates a closed world where the past physically refuses to stay buried

⏹️As the Hormuz crisis drags on, the market is adapting quickly. Several LNG carriers originally bound for Europe have been diverted to Asia, where prices are significantly higher. ⏹️Earlier in the crisis, ships were typically diverted midway through their voyage. Now, most are being redirected the moment they depart the loading port. ⏹️This vessel was diverted early from France to Asia — a smart move, since early diversions save substantially on fuel and time.

@devahaz @JeremiahDJohns @TheLastNeocon All it makes me think of is how people think we've invented new types of power generation but it's all steam. Same thing here. We invented 'bring me whatever' and now we're mad it costs money.

@JeremiahDJohns @TheLastNeocon A) yes re: PE B) they don’t understand the whole concept of ordering whatever you want from anywhere delivered simply didn’t exist until quite recently!

I feel like "private equity" just means any form of capitalism now, or really just modernity. Because the two largest delivery companies, DoorDash and UberEats, are publicly traded companies and have nothing to do with private equity. It's just a boogeyman phrase.

@JeremiahDJohns Just like how people blame robots for warehouse cuts when it’s really just a spreadsheet saying labor costs too much. PE is just the current boogeyman.

ICSC 2026 - Lots of chatter on the hot pad concepts: 7 Brew Coffee, Chick-fil-A, Dutch Bros, Raising Cane’s, Take 5 Oil, Valvoline - Crab on the half shell viewed at multiple parties I attended so it seems the market is strong in general - Continued trend of little to no space being constructed in the U.S. at scale. Think of the closest Target center to you that also has Ross and a handful of fashion retailers and perhaps a movie theater. Yeah, none of those are really going. - Grocery anchored retail has decidedly shifted to small format centers. Grocery box with 8-15,000 SF of shop space and as many pads as can fit. No mid box. - Development Constraints. A laundry list of problems, special improvement districts, property tax increases, insurance increases, entitlement time frames still no bueno - ICSC built an entire prop tech area which was cool for many of these emerging companies to display what they can do. - Logistics were challenged this year. EDC was on the front end of the show causing those that arrived Sunday to battle for expensive rooms, cabs and ride shares, etc. Next year EDC is book ending the conference with back to back weekends of concerts and ICSC is in the middle. What did I miss? What was your favorite part?

@JavierBlas @Rory_Johnston All this makes me think of is phantom inventory at a global scale. Reminds me of optimizing production lines when your buffer tank has no level sensor. Good luck planning production.

This from @Rory_Johnston is a must read: China, as he puts it, is "the largest blind spot to the market’s collective statistical model of the oil industry." He offers good data and insight on why China may be drawing a lot of crude (and refined products) from its opaque SPR.

@OilandEnergy Single points of failure are the enemy in my line of work. Hormuz is one giant bottleneck. UAE's ports are the redundancy the supply chain needs.

Iran is formalizing control over the Strait of Hormuz with a new permit and toll regime requiring vessels to coordinate transit with Tehran. The move is reshaping one of the world’s most critical energy chokepoints. #Oil #Hormuz #Geopolitics #OOTT oilprice.com/Energy/Energy-…

@TheCinesthetic All it makes me think of is running that scene on my speakers. The score when Han shows up just hits different at volume.

The Death Star climax in A New Hope (1977) still hits like lightning. Han suddenly returning, Luke finally letting go and trusting the Force for the first time, and that impossible shot changing everything. Goosebumps every time.

UAE Investors Visit Berbera Port to Explore Maritime Opportunities horndiplomat.com/uae-investors-… #Somaliland #UAE Via @HornDiplomat

@Handre All it makes me think of is some guy in Vladivostok measuring tonnage while the meat rots on deck. Chasing numbers completely detached from reality.

The Soviet whaling fleet killed 180,000 whales between 1948 and 1973, delivering rotten carcasses that nobody wanted to eat. Soviet citizens had zero demand for whale meat. The ships hunted anyway, fulfilling quotas handed down from central planners who counted tons of dead whale as economic output. This was bureaucratic box-checking that nearly drove multiple whale species to extinction. Soviet whalers targeted endangered right whales and humpbacks specifically because they were larger, helping them hit tonnage targets faster. The meat rotted on deck during long voyages back to port, where officials dutifully recorded the numbers and sent reports to Moscow declaring another successful harvest. Central planners measured success in tons harvested, not consumer satisfaction or long-term sustainability. Factory managers got promoted for exceeding whale quotas, regardless of whether anyone actually wanted whale meat (they didn't). The feedback mechanism that normally connects production to human needs had been severed entirely. When bureaucrats replace market prices with administrative targets, you get mass slaughter with zero purpose. You still see this today every time politicians promise to "create jobs" in industries that lose money year after year. When government agencies measure their success by dollars spent rather than problems solved. When university administrators chase enrollment numbers instead of student outcomes. Remove the profit motive and price signals, and you get 180,000 dead whales rotting in the sun while commissars celebrate meeting their targets. You don't get rational planning. Socialism is fundamentally destructive to the environment and inevitably leads to ecological disasters.

@rodger Insert Thibodeau's 'keep playing through it' speech.

Karl-Anthony Towns after driving and hitting a contested layup

@danielfoch All it makes me think of is Dennis and Mac throwing a 'soft landing' party while the bar burns down behind them.

The mortgage renewal wall did not crash Canada. But that does not mean the stress disappeared. CMHC’s 2026 mortgage report shows the pain is getting more concentrated. Ontario borrowers are under more pressure, renewals are still biting, and the soft landing is not the same thing as a healthy market. Canada avoided the dramatic headline collapse. Now we get the slower version: payment shock, regional stress, and households quietly adjusting to mortgage math that stopped being easy. #CanadianRealEstate #HousingMarket #MortgageRates #OntarioRealEstate #CMHC

Read Lambert & Schindler's 243M-hire paper and I'm convinced the 'broken ladder' in logistics isn't GenAI-it's working from home. You don't learn customs brokerage or yard ops from your kitchen table. That craft needs the dock floor. Being there is infrastructure, not a perk.

@thechosenberg All this makes me think of is Napoleon getting swarmed by rabbits in 1807. His men had to row him away to safety. Sounds fake but it happened.

The lonely stoner seems to free his mind at night

@modestproposal1 High consideration vs low consideration nails it. I'll automate my restocks. Hands off my vacation research.

Love how he is dismissive of the end to end autonomous travel booking since that literally is the example everyone uses, but I think the larger point is high consideration vs low consideration and inspiration/discovery vs I know what I want just go get it for me.

Apparently in addition to hosting a popular podcast @collision also runs a payments business and has interesting takes on agentic commerce

Depalletizing robots don't care about your agentic commerce UX. I keep coming back to the physical warehouse. Someone still has to touch the product.

AI is now expected in manufacturing, but sourcing complexity and global volatility are reshaping supply chain strategy in 2026. f.mtr.cool/walqhokkqv

@BestMovieMom All it makes me think of is that poker scene and how the music builds every time she looks at him. Wild that it was only her fifth movie.

Eva Green was 25 when cast as Vesper Lynd in Casino Royale (2006). Director Martin Campbell chose her over Charlize Theron, Angelina Jolie, and Audrey Tautou after a single Paris meeting. Green had only 4 prior film credits at the time.

@OilandEnergy Insert 'That's what the reserves are for' speech.

China appears to be quietly expanding crude stockpiles even as imports slump and global supply shocks intensify. Analysts estimate Beijing added roughly 430,000 bpd to reserves in April alone. #Oil #China #EnergySecurity #OOTT oilprice.com/Latest-Energy-…

How is the global gas market balancing out the Hormuz crisis? - Non-Qatari LNG supply grew by a staggering 12 bcm yoy in March-April. This is largely supported by the ramp-up of new LNG projects in the United States, Canada and Africa. globallnghub.com/how-is-the-glo…