Freezing Spray

The objective of the war has become undoing the consequence of the war. The stupidest war in history.

Petrol was never going to fade gently—it was always headed for a structural death spiral. A system built on extraction, transport, chokepoints and constant resupply was always going to collide with one built on physics, abundance and one-time installation. You can slice the data any way you like—geopolitics, supply chains, military strategy—it all points the same way. This was never “if.” It was always “when.” And it increasingly looks like that inflection point is now. What people underestimate isn’t the technology—it’s the system dynamics. Sales are a flow. Fleet is a stock. Once the EV fleet reaches critical mass, the system itself starts doing the work. Oil demand doesn’t decline neatly—it breaks. Infrastructure unravels. Margins compress. Volatility rises. And that volatility accelerates the very transition that’s replacing it. The pushback we’re seeing now is textbook disruption. Incumbents clinging to a model the world no longer needs. Complacency from those who think nothing really changes. And a strange hostility toward EVs, solar and batteries—not because they don’t work, but because they do, and they threaten the old order. Oil runs on geopolitics. EVs run on physics. One depends on fragile global systems that panic under pressure. The other scales quietly, relentlessly, everywhere at once. This isn’t a transition in the traditional sense. It’s a system replacement. And once you see it through that lens, everything happening right now starts to make perfect sense. ⚡🔋 #Bettrification

@GasPriceWizard @Mike30Trill The price of a barrel has almost fucking doubled in 3 weeks and all you can do is complain about currency exchange rate which has been relatively static for decades. And your solution, increase our reliance on fossil fuels!

And the real cost NO LEGACY MEDIA wants to touch? That weak C$ adds 35 cts/l to the price of fuel (w/HST) Credit for to NetZero enthusiasts, subsidized by the federal Liberals, for nixing our protective “Petro Loonie” that once shielded Cdns from previous energy price shocks

Apart from its other problems, Dubai is suffering from that ‘woke’ climate change again. Conspiracy nuts say this is because of cloud seeding, despite experts saying it would never cause record rain on this scale. The climate is a catastrophe.

So Trump puts a tariff on Canadian aluminum... Which leads to Canada selling most of it to Europe instead... Trump instead imports it from his dictator buddies in the Gulf, and now that's cut off... And now there's nothing left to buy from Canada lol

Quick check on who bankrolls the Fraser Institute..

@brianlilley @ginadibee Let’s trash the only habitable planet in the galaxy. Who gives a fuck about the beauty god gave us.

This is the kind of crap that makes people wonder why we have foreign aid at all.

A palm oil tycoon is now even destroying Indonesia’s forests that are home to critically endangered orangutans in a UNESCO Biosphere Reserve on the island of Borneo! news.mongabay.com/2026/03/palm-o…

When are Americans going to say enough with this North Korean shit. home.treasury.gov/news/press-rel…

Trout catch at Kejimkujik decimated by invasion of voracious predator cbc.ca/news/canada/no… #invasivespecies #chainpickerel #novascotia #biodiversityloss @nsinvasives1

Massive reality check. Tech oligarchs did not suddenly become conservative. Biden tried to regulate Amazon and Meta so they simply switched sides and bought Trump instead. It is not about ideology it is about raw capitalist control over the government.

@ztisdale Even Floridians are figuring it out. politico.com/news/2026/03/2…

Holy smokes, the price of beer is WAY cheaper in Florida than in Canada. Almost 50% cheaper. Seriously. Canadians are getting gouged by government taxes on alcohol.

Increasing wind-water-solar (WWS) on a country's grid reduces electricity prices and does NOT increase prices. This can be seen from data for all countries of the world below. WWS = wind, solar, geo, hydro Data: web.stanford.edu/group/efmh/jac…

Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.

Trump's stock market manipulation is criminal. Ever since the corrupt US Supreme Court ruled that Trump is immune from prosecution as president, the motherfucker has gone on a crime spree unlike anything seen before in a democratic country.

Taylor: The day that I decided to quit that administration was the day when a mentor of mine from capitol hill had died. His name was John McCain. The flags were at half staff around the country, and the president was trying to call us in Australia on the other side of the world, to say, not put out a statement in honor of John McCain, but to say, raise the flags back up. I don't care if you agreed with John McCain or disagreed. It didn't matter like Bob Mueller, he served this country in uniform. He was a sitting united States senator. He deserved to be honored with the flags at half staff—for the president of the United States to be so petty, so small and petty, to tell us to raise the flags back up in an act of active dishonor, tells you everything you need to know about that man and his lack of integrity and character.

They want you to believe some undocumented immigrant making less than $8 an hour picking tomatoes is to blame for all your problems while 5 billionaires are racing to become trillionaires by replacing your job with a robot. Wake up and fight back.

@JamesLucasIT They’re walking,.

This is a New York City newsstand in the 1930s Genuine question: why no overweight people?

5 minutes before Trump’s announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!

You can’t afford a coal mine. You can’t afford a gas turbine. You can’t afford an oil rig. Only fossil fuel states and billionaires can. But you can afford a solar power station on your roof. Now, ask yourself why you encounter so much anti-renewable energy propaganda.