@Douglas94342267 @jackprandelli What I see from Google AI is that the helium recovery is on Trains 1 and 2 of the south side.
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Circle Back Pat
34.8K posts
Circle Back Pat
@CircleBackPat
unapologetic globalist (except for china, screw those scumbags)
Philly เข้าร่วม Şubat 2010
1.1K กำลังติดตาม646 ผู้ติดตาม
Qatar's LNG trains S4 and S6 confirmed damaged and out of service.
3 to 5 YEARS of repairs🚨
12.8 million tonnes per year of LNG are Offline.
And here's the twist nobody expected:
ExxonMobil holds 34% of Train S4 and 30% of Train S6.
An American oil major just took a direct hit from Iranian missiles.
#LNG #Qatar
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@TimOnPoint ICE killed two innocent Americans. Enjoy the wait!
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I’m in a TSA Precheck line that goes all the way out to the parking garage in Philadelphia.
Congress, what in the hell is wrong with you? In a new era of increasing terrorism, 25 years after 9/11, and you’re not funding DHS because you’re mad about illegal aliens being deported? Go F- yourselves, every single one of you.
Not blaming TSA. They’re working their butts off this morning.
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Did Trump just bluff himself about striking Kharg Island?
unusual_whales@unusual_whales
Trump wants no more strikes on Iranian energy strikes, per WSJ
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@ianbremmer This question is outdated, as it would have been a different answer a few weeks ago when the decision was made.
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@zerohedge WTI prices should approach Brent as the Jones Act kicks in
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And now we have three oil markets: Asia (Oman oil at $167), Brent ($113) and US (WTI $97)
zerohedge@zerohedge
The oil market has fragmented: Oil is now trading for $150/bbl in Asia (except the occasional sanctioned Iranian tanker) where demand destruction has started. China and India most pressured. Meanwhile it is still $100 in the US
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In the USA we call this a “toll road”.
zerohedge@zerohedge
IRAN WORKING ON LAW TO CHARGE SHIPS FOR HORMUZ SAFE PASSAGE
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People have forgotten that the 9th amendment exists.
Jamie Bonkiewicz@JamieBonkiewicz
People keep saying you need an ID to buy alcohol, board a plane, rent a car, or open a bank account. Voting is a right protected by the Constitution. Those are privileges. It’s really not that hard to understand.
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@CorkYou @washingtonpost Over 70% of the Declaration of Independence signatories owned slaves. It’s impossible to honor the event without honoring slaveowners in the process. I know this requires nuance, but please don’t interpret things in such a binary, rigid way.
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@washingtonpost Of course Trump will honor a slave owner, bc, why not?
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A statue of Caesar Rodney, who signed the Declaration of Independence and also enslaved over 200 people, was removed in Wilmington, Delaware, during racial reckoning protests in 2020.
It will now be displayed in D.C. for America’s 250th birthday. wapo.st/4lzbBVj
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@chenweihua @Polymarket Just like you did with Hong Kong: sending dissidents to the mainland so they can be persecuted behind closed doors. Very peaceful.
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@Polymarket It’s called peaceful reunification and it’s a long-standing policy. Force will be used decisively only when Taiwan separatists go crazy.
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BREAKING: U.S. intelligence believes China prefers taking control of Taiwan without force.
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Liberal ideology can only convince the weak minded: women, children, and now boomers.
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@zerohedge This is going to be “inflation is transitory” all over again.
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@zerohedge It tends to happen when you predict inflation and recession at the same time.
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2027 dots are even nuttier:
1 expects a rate hike
3 expect no change
4 expect 1 rate cut
6 expect 2 rate cuts
3 expect 3 rate cuts
1 expects 4 rate cuts
1 expects 5 rate cuts
zerohedge@zerohedge
The Fed is very split on 2026 rates (but not as bad as December, when it was a 7-way split) 7 expect no cut 7 expect 1 cut 2 expect 2 cuts 2 expect 3 cuts 1 expects 4 cuts (Miran)
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I extend my condolences on this grievous loss to the honorable family of that exalted martyr, to all his colleagues in the Islamic Revolutionary Guard Corps, and to all the dear members of the Basij – among whom I consider myself to be the least of them.
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If your weight in college fluctuated between 165-180lbs, what do you define as your “college weight”?
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@SwiftMacro @zerohedge Transportation issues become storage issues, which become production issues.
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If this were a true supply collapse, you wouldn’t see exports recovering this quickly.
This is a flow shock, not a depletion event.
Pipelines, rerouting, and alternative ports are already absorbing part of the disruption.
The longer that continues, the weaker the “sustained shortage” narrative becomes.
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Saudi Arabia Has Already Revived More Than Half Its Oil Exports Via Hormuz Bypass zerohedge.com/energy/saudi-a…
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@zerohedge The pipeline would be a convenient target for Iran to bomb.
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@RampCapitalLLC @JoePompliano Wagyu is a breed of cow that basically means “not Angus”. Don’t get excited unless it says “Japanese A5 wagyu”.
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@JoePompliano Imagine choosing the salmon over the wagyu
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The menu for Rory McIlroy’s Masters champions dinner has been released 👏
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Beer. He means beer.
Jarvis@jarvis_best
That sixth cup of coffee just doesn't hit like it used to.
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@VirtualDaveyD @filter1020 @RandyBlueDad @unusual_whales Numbers don’t lie. You’re correct that it hasn’t dropped to zero, but that’s an unreasonable ask.
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@filter1020 @RandyBlueDad @unusual_whales This Administration and especially Trump have continuously lied to the American people everyday and yet you still believe him and them. You can't be that dumb can you?
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Iran says it will retaliate against attack on energy infrastructure.
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Circle Back Pat รีทวีตแล้ว
