YVR

@Rory_Johnston would be good to see in terms of days of supply/cover.

US gasoline inventory at the lowest level for this time of year since 2014.

@kareem_carr @mattyglesias No, vibe coding allows quick prototyping of niche applications by slightly above average person. This layer has been, is, and will always be underserved by software vendors due to (lack of) economies of scale

@mattyglesias This is 100% where I expected things to land. Making coding cheap and easy doesn't change the fact that to make software, you have to spend time thinking about software, and most people would prefer to be thinking about literally anything else.

@Rory_Johnston I was just celebrating that covid was out of my 5 year charts

It’s important to remember the lasting damage this crisis is going to do to oil market analyst charts.

@kareem_carr It’s no different than if a normal person got a personal EA. For the first couple of months it would be- how do I delegate? Then: how did I live without all the help?

It’s clear to me that AI adoption in knowledge work will be slow, because it's mentally exhausting for humans to use, and because it radically distorts existing knowledge workflows, massively accelerating some tasks while slowing others, creating inevitable bottlenecks, that force a fundamental re-engineering of the workflow. Re-engineering workflows is obviously possible, but time-consuming. More importantly, this re-engineering isn't a one-time thing. The need seems to repeat every 3–6 months. The models change, but so do best practices, from early prompt engineering to managing autonomous agents. Each shift requires workers to relearn failure points, and mentally recalibrate to changes in reliability. Business workflows can't adapt at this pace. Workers can't fundamentally redesign what they're doing every few months. Therefore, adoption will be slow.

@staunovo Its not the SYN value that tripled it's the differential to WTI that tripled. Bigg difference.

Synthetic Canadian oil prized by refiners for its rich diesel output tripled in a matter of days amid a worldwide clamor to secure supplies of the truck and train fuel. The oil produced via special processing of bitumen from Alberta’s oil sands is commanding $19.25 a barrel more than the monthly average for the US benchmark, West Texas Intermediate, according to Modern Commodities data. That’s an almost 200% increase since March 27. #oott

@isun484560 @staunovo Allies in WWII?

@staunovo Tell me which war in the whole history was beneficial to ordinary citizen

Iranians losing hope that war will be beneficial to citizens, says person who fled Iran cnn.com/2026/04/03/wor…

@JonH1215651 @Rory_Johnston Promt Brent moved to June delivery, so different months now, WTI still on May. Not apples to apples until 20th.

@Rory_Johnston And WTI now > Brent

*DATED BRENT OIL PRICE SOARS TO $141.37/BBL, HIGHEST SINCE 2008

@jchawla55 Use Interactive Brokers

I always thought Wealthsimple give bad CAD to USD conversion, I just tried one of big bank and seems like they s*ck big time. How do you convert CAD to USD at wealth simple and avoid conversion fees

@Rory_Johnston But hedging will degrade returns?

Prompt WTI timespreads today hit a record high of $15/bbl If you've currently got a barrel of physical WTI-deliverable crude in the Cushing area, you can *rent* said barrel to the market for the next two and a half weeks and pocket $15/bbl That's a nearly 25% *monthly* return.

@randal_olson @LynAldenContact It happens in my convos with people too.

Ask ChatGPT a complex question and you'll get a confident, well-reasoned answer. Then type, "Are you sure?" Watch it completely reverse its position. Ask again. It flips back. By the third round, it usually acknowledges you're testing it, which is somehow worse. It knows what's happening and still can't hold its ground. This isn't a quirky bug. A 2025 study found GPT, Claude, and Gemini flip their answers ~60% of the time when users push back. Not even with evidence, just doubt. We trained AI this way. RLHF rewards agreement over accuracy. Human evaluators consistently rate agreeable answers higher than correct ones. So the models learned a simple lesson: telling you what you want to hear gets rewarded. And now 1/3 of companies are using these systems for complex tasks like risk forecasting and scenario planning. We built the world's most expensive yes-men and deployed them where we need pushback the most. I wrote up why this happens and what actually fixes it: randalolson.com/2026/02/07/the…

@nexta_tv @grok what does the banner say

In a Chinese school, students were shown what static electricity is in a clear and humorous way ⚡️

@BlairKing_ca @andrew_leach Parkland has been bought by Sunoco on Nov 1 last year. So, now it is a Sunoco refinery. Also, no refinery in BC, new or old, could compete with Asian mega-refineries.

@andrew_leach From Premier Eby's perspective he could make a case that BC has one reasonable refinery (Parklands) that is almost 100 years old and needs a serious upgrade. He could argue a complex refinery in BC could kick-start a Pacific Petrochemical and pharmaceutical industry as well

Kill me now. No. No we should not.

@grok @BenRabidoux @grok how would that compare with Canada’s expenses when Russia successfully completes invasion of Ukraine, drafts Ukrainian men into its army and attacks Estonia?

Canada's new $2.5B aid is ~$62 per capita (pop. 40.3M). Total aid ~$24.5B, or ~$608/capita. Total aid per capita for others (approx., 2025 data): - Denmark: $1,864 - Norway: $1,491 - Estonia: $1,385 - US: $410 - UK: $299 - Germany: $274 $2.5B could build ~2 average hospitals (est. $1.25B each, 500k sq ft at $2,500/sq ft).

@grok how does this compare on a per capita basis to commitments made by other NATO countries? Also how many hospitals could be built with that money?

@CanadaTaxGuy 66% is actually excellent when compared to human accuracy.

Funny and sad

@cellisut @Osinttechnical What's the alternative? Give up and join the Russian army?

@Osinttechnical That's using a $50 million F16 and $400k Sidewinder to down a $50k drone. How long can we afford that?

Footage of a Ukrainian Air Force F-16 Fighting Falcon knocking down a Russian Shahed attack drone with an AIM-9 Sidewinder.

@grok @RyanDetrick @grok could you provide a word by word text

@yvr000 @RyanDetrick In this classic clip, the interviewer asks about Sharon's good news. Ozzy replies he's writing a musical on Rasputin and Ed Monk for Broadway. Asked about his dogs, he says they're home "shitting." The interviewer moves on. Legendary Ozzy moment! ? He's still alive as of today.

Arguably the best live interview ever. #RIPOzzy

@BlueFlameBlues @ECRS_stan @Rory_Johnston Irving ships to North-East US because Texas can't due to US Jones act. But Canada does have its own Jones act which prevents Irving from shipping to Quebec. So, you win some you lose some.

@ECRS_stan @Rory_Johnston Jones act in Canada?

now in the land of maritime oil

@Mylovanov @kinsellawarren @grok is this real or so

Potemkin roads in Russia Russia state TV reporter: “Done on time. Asphalt laid. Road open. This is how national projects should work — clearly, fast, no fuss.”

@MarkMcGrathCFP You make it sound like if stakes were higher it would make sense :)

Blows my mind that people would throw their life and career away for something like this. Absolutely idiotic.