Ken Webb

Everyone is covering the force majeure. Everyone is covering the 13 million tonnes. Everyone is covering the gas prices and the geopolitics and the five-year timeline. My good friend Veron Wickramasinghe just asked the question nobody else is asking: how do you rebuild when the machines that make the molecules take three to four years to manufacture, ship through a closed strait, and commission in a war zone? Read what he found. Every LNG train at Ras Laffan requires high-purity nitrogen from Air Separation Units: cryogenic plants cooling air to minus 190 degrees to distil it into component gases. Pearl GTL needs 30,000 tonnes per day of pure oxygen from eight Linde-built ASUs. Each cold box: 470 tonnes, 60 metres tall. Lead time from contract to commissioning: three to four years. If destroyed, replacement arrives no earlier than 2029. But here is the choke point that Veron identified that nobody else has. The heart of every cryogenic ASU is a brazed aluminium plate-fin heat exchanger called a BAHX. These exchangers operate with temperature differentials of one to two Kelvin and require precision brazing in vacuum furnaces. Only five companies on Earth are qualified to manufacture them. Five. For every cryogenic heat exchanger in every air separation unit, every LNG train, every industrial gas facility, and every hydrogen plant on the planet. Fives Cryo in France. Kobelco in Japan. Linde in Germany. Sumitomo in Japan. Chart Industries in La Crosse, Wisconsin. Current lead times: 12 to 18 months or more. And their order books are already full. Veron was honest about what is confirmed and what is not. QatarEnergy CEO al-Kaabi confirmed LNG Trains 4 and 6 are damaged: 12.8 Mtpa offline, 3 to 5 year repairs, $20 billion annual revenue loss, force majeure up to 5 years. Shell confirmed Pearl GTL Unit 2 needs roughly one year of repair. What has NOT been confirmed is whether the ASUs themselves were destroyed. Shell’s one-year timeline is inconsistent with total ASU loss, which would require four to five years. Veron flagged this honestly and gave you the analysis both ways. And then he showed you the cascade nobody else sees. Qatar produces one-third of the world’s helium from the same facility. Helium is irreplaceable in semiconductor fabrication: cooling wafers, purging chambers, detecting leaks. Samsung and SK Hynix import 64.7 percent of their helium from Qatar. Spot prices have doubled. Liquid helium vaporises within 35 to 48 days. Fourteen percent of capacity is permanently damaged. The LNG trains, the ASUs, and the helium plants all sit on the same rock, fed by the same gas field, accessed through the same strait. One set of missile strikes on March 18 to 19 took out 17 percent of global LNG, threatened one-third of global helium, and exposed a supply chain that runs through five workshops in Germany, France, Japan, Italy, and Wisconsin with three-year lead times and full order books. This is what Veron understood that the headline analysts missed: the recovery is not constrained by money or political will. It is constrained by vacuum furnaces, aluminium metallurgy, and the physics of brazing at tolerances measured in single-digit Kelvin. You cannot accelerate physics. You cannot surge-produce a 470-tonne cold box. You cannot commission cryogenic equipment in a war zone. Five companies. Five workshops. Three-year lead times. Full order books. A closed strait. An active war. That is not a recovery timeline. That is a sentence. Read Veron’s full analysis. It is the most important thing written about this war that does not involve a missile.

Senate Republicans, If you stay in DC — while democrats flee for a paid vacation — you can pass the SAVE America Act with a simple 51 quorum & unanimous consent.

$500 million. That’s how much Texas spends every day. 600. That’s how many auditors the Comptroller’s office has. I’m going to turn a lot of them over to make sure government isn’t wasting your money. It’s time to DOGE Texas!

Palantir CTO @ssankar in 2024: “For $10 billion, @elonmusk put 300 rockets in orbit.” “For $11 billion the state of California has built 1600ft of elevated rail, with no rail.”

@Micro2Macr0 @WellsFargo KYC my ass... KYB... they're a bunch of Farking Bastiges

I've been a customer of @WellsFargo for OVER 30 years!!! After ALL THAT TIME, 4 active car loans, a 6 figure investment account, 1 million + in deposits last year, and never missing a payment on any of these accounts, and they just told me I have to wait for a letter to find out why they dropped my card limit to almost 0 on one account and will NOT activate another. This is after talking to 7 people to try and activate one account. Everyone should leave legacy Banks like Wells Fargo. They're absolute trash. I'm going to move everything I can over to @SoFi and just be done with this SHITTY customer service. Have you all had this problem with your banks? I've never heard of this before. And I used to work for a bank in the credit card division. 😆

I don’t think people realize how much healthcare costs are driving big companies to fire and not hire. It costs them $30k per family, per year for premiums and care. Most of that goes to the massive, vertically integrated insurance companies that send weekly bills that no one reviews in details. And it doesn’t include the company overhead to deal with it all. It’s usually the 2nd largest expense after payroll. Which is insane It’s far easier to blame AI than it is to blame Healthcare costs. Want to increase jobs, wages and improve affordability for every American ? Break up the biggest insurance companies. Make divest non insurance companies. They don’t need thousands of subsidiaries. That’s how they game and abuse the system and increase costs for all of us. Call your senator and tell them to support the BreakUp Big Medicine Bill by @HawleyMO and @SenWarren.

Candide Thovex - Les Tufs - Basically, skiing all over the west this year... youtu.be/_smOoXDuyJU?si… via @YouTube

@theseoguy_ Multiple times a week, our ip phone system identifies a number as Spam so we don't answer if busy, etc but sometimes the system is incorrect and it's not a Spam call. Yikes!

this is one of those theories that i cannot give you a peer reviewed study on but the people i trust most in local SEO are completely convinced it is real the theory is simple if someone finds your google business profile, clicks your phone number, and you don't answer google may be tracking that and if it happens enough, they demote you in the map pack rankings think about it from google's perspective their entire business model is built on giving users the best possible result if they send someone to your profile and that person can't get through to you, you just made google look bad google does not want to look bad i have no hard data to throw at you on this one and i want to be straight with you about that but the people telling me this are not random voices on the internet, they are people who have been doing this longer than me and have tested more than me the practical takeaway is straightforward answer your phone have someone answering your phone during business hours set up a system so calls don't go to voicemail in the middle of the day this costs you nothing to fix and the downside of ignoring it could be your rankings taking a hit in local SEO there are things you can prove and things you strongly suspect this one sits in the second category but it is worth taking seriously

See you at 6:30 am Central to talk about the craziness that is going to unfold today. Please Comment, Like, and Share if you appreciate my work. youtube.com/live/StfFzXaln…

Just the beginning ⭐️ SEE YOU IN THE STANLEY CUP PLAYOFFS!!!!

Freedom from gas prices? Brother I deliver fuel to the power company that charges your Tesla. You're still my customer. You just don't know it.

So wrong… Congress is getting paid and TSA is not. Congress is getting paid and FEMA is not. Congress is getting paid and Coast Guard is not. Congress is getting paid and Secret Service is not. This should all be reversed.

Pimping a grand slam the pitch after your teammate got hit intentionally is an epic way to respond

the gold standard wasn't abandoned because it failed it was abandoned because it constrained government spending fiat currency enables unlimited deficit financing and monetary expansion this is a method for politicians, not a bug

Your ground beef costs nearly 20% more than a year ago because US cattle herds hit a 75-year low and ranchers can’t find workers. A New Zealand dairy farm kid convinced Peter Thiel that GPS cow collars are the fix. Thiel just valued the company at $2 billion. The company is Halter. Craig Piggott grew up watching his parents work 100-hour weeks on dairy farms in New Zealand’s Waikato region. He barely scraped into engineering school (scored 254 points, needed 250), landed at Rocket Lab, then quit before their first rocket launch to build smart collars for cows. He was 22. The tech sounds ridiculous until you see the numbers. Each solar-powered collar collects 6,000 data points per minute on location, health, fertility, and grazing patterns. Farmers draw virtual fences on a phone app. Cows learn to respond to sound and vibration cues within 7 to 10 days, moving between pastures without a single physical fence post. Halter’s US customers have created 11,000 miles of virtual fencing so far, roughly the perimeter of the continental United States, saving an estimated $220 million in fencing costs. Physical fencing runs about $20,000 per mile to install and maintain. The timing is what makes this a $2 billion company and not a $200 million one. The US cattle industry generates over $1 trillion a year but it’s cracking. The USDA counted 27.6 million beef cows as of January 2026, still declining. Fifteen thousand American farms vanished in 2025. Over half of US ranchers are older than 55. The labor crunch has only gotten worse under tighter immigration enforcement. This month, 3,800 workers walked off the job at a JBS plant in Colorado (one of the country’s biggest beef processors). Cattle slaughter is down 10% year over year. Founders Fund actually first invested in Halter’s $7 million Series A back in 2018. They’re not showing up late. The valuation doubled from $1 billion to $2 billion in nine months. Icehouse Ventures, one of Halter’s earliest backers, put in $100,000 at the seed stage. Their total stake is now worth $409 million. The fund’s CEO told the New Zealand Herald today that at Halter’s current growth rate, it will surpass Fonterra (New Zealand’s $5.9 billion dairy cooperative) in value within 11 quarters. 600,000 cattle are wearing Halter collars across three countries. The “cowgorithm” is a real, trademarked AI algorithm that trains each animal individually. Ranchers report saving 20 to 40 hours a week. And the kid who barely got into college was just named New Zealand’s Innovator of the Year.

JUST IN: AI cow collar startup Halter raises at $2,000,000,000.00 valuation, uses proprietary “cowgorithm” to herd cattle.

This 👇👇 right here 👇👇 IS THE SINGLE GREATEST CRIME EVER PERPETRATED AGAINST THE AMERICAN PEOPLE BY THE ENEMY WITHIN. Border Czar Tom Homan: “No one ever talks about it. I’ll talk about it.” “Why did the Democrats release illegal aliens into the interior United States rather than put them into an ICE bed? Why not put them in an empty ICE bed — $127 a night — rather than a hotel at $500 a night? The Democrats did it on purpose. If you put them in an ICE detention bed, they get a hearing in 35 days.” In other words, you’ve been robbed, deceived, betrayed, extorted, blackmailed, and defrauded—and sedition and amnesty are what they want next.

"Discounted" cash price for a sleep study at Houston Methodist Hospital: $4055. Price of a home sleep test at BreatheMD: $200.

One of my favorite businesses is tires because the demand is permanent. Every car needs them. Every fleet needs them. Every delivery driver burns through them. It is one of the most recurring purchases in the real world. But let me fix one thing people get wrong. Importing tires from Vietnam is not automatically zero duty. It depends on the exact tire type and HTS classification, and tires have also been hit with extra trade remedies in the past. So before you fall in love with the business, price it with the real duty rate and worst case scenario built in. Now the playbook that actually works. First, pick one lane. Passenger, light truck, commercial, trailer, or specialty. If you try to sell every tire to everyone, you will drown in SKUs and slow moving inventory. Second, your real customers are not end users. Your real customers are small tire shops and repair shops. They already have traffic, they just need a supplier who delivers fast and answers the phone. If you win a handful of shops, you have recurring weekly orders without spending money on ads. Third, storage is not the problem people think it is. Start micro. Rent space from someone with unused garage or warehouse space, or split a small bay. The only thing that matters is that you can pick, pack, and deliver fast. Fourth, do not waste money on samples shipped by air. Tires are heavy. Use ocean freight for samples or buy a tiny first test order, then scale when you see what moves. Fifth, your advantage is not the price alone. It is availability. Most shops will pay a little more if you can deliver today and keep them from losing a customer. If you want a business where customers come back again and again, tires is it. Roofing might be once every 20 years. Tires might be twice a year. What other business could have this level of recurring revenue?🤔🤔