Larry O'Brien

6.2K posts

Larry O'Brien banner
Larry O'Brien

Larry O'Brien

@Dcsanalyst

Vice President of Research at ARC Advisory Group, following ICS cybersecurity, smart cities, process automation, open systems, industrial standards.

Colorado Springs, CO Tham gia Aralık 2008
2.9K Đang theo dõi2K Người theo dõi
Larry O'Brien
Larry O'Brien@Dcsanalyst·
@baerskin I like how @baerskin keeps sending promotional texts and emails to buy more stuff, even though I've been waiting a MONTH to hear about an order that you only partially received, and no real response other than "we are getting your order together". A month to find a brown hoodie.
English
1
0
0
13
BÆRSkin Tactical
BÆRSkin Tactical@baerskin·
Limited Edition BÆRSkin Aviator Jacket just launched 🛩 🔥 Only 500 units available of this incredible all-weather classic - click the link in our bio to get your hands on one before they sell out! #BAERSkin #AviatorJacket
BÆRSkin Tactical tweet mediaBÆRSkin Tactical tweet mediaBÆRSkin Tactical tweet mediaBÆRSkin Tactical tweet media
English
39
2
8
1.7K
Larry O'Brien
Larry O'Brien@Dcsanalyst·
@baerskin I think your stuff is nice, it's too bad I placed an order a month ago and still have no tracking number. I'm starting to think I made a huge mistake.
English
0
0
0
8
Larry O'Brien đã retweet
Flightradar24
Flightradar24@flightradar24·
Strong GPS spoofing is continuing to affect flights operating near the UAE. Here's what to look out for.
English
134
617
6.8K
1.8M
Larry O'Brien đã retweet
Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
BREAKING: QatarEnergy just declared Force Majeure. Three words that mean: we cannot deliver, and legally, we do not have to. This is no longer a supply disruption. This is a contract collapse. Force Majeure is not a precaution. It is a formal legal declaration that an unforeseeable event beyond QatarEnergy’s control has made fulfillment impossible. Every affected buyer just had their contract voided. The gas they were counting on is gone, and they have no legal recourse to get it back. 82% of Qatar’s LNG goes to Asia. China relies on Qatar for 30% of its LNG imports. India 42 to 52%. South Korea 14 to 19%. Taiwan 25%. Japan is already rationing to spot markets. Asian benchmark prices jumped 39% the day production stopped. Force Majeure just made that permanent until further notice. Indian companies have already cut gas supplies to industry by 10 to 30%. That is not a market adjustment. That is factories running at reduced capacity today, across the world’s most populous continent, because Iran sent drones into Ras Laffan. Here is the number the market still has not fully absorbed. Two weeks to restart a liquefaction train after a full cold shutdown. Then two more weeks to reach full capacity. That is a minimum of four weeks at zero, assuming no further strikes, no security complications, no inspection delays. The war is still running. There is no security guarantee. There is no restart timeline. There is no floor. Every LNG contract in Asia just became a spot market problem. Every spot market problem just became an inflation problem. Every inflation problem just became a central bank problem. This started as a war in the Middle East. It is now inside every factory, every power plant, and every gas bill across Asia. Price that chain. open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
QatarEnergy@qatarenergy

QatarEnergy declares Force Majeure Further to the announcement by QatarEnergy to stop production of liquefied natural gas (LNG) and associated products, QatarEnergy has declared Force Majeure to its affected buyers. QatarEnergy values its relationships with all of its stakeholders and will continue to communicate the latest available information. #QatarEnergy #Qatar

English
541
8.7K
19.8K
3.4M
Larry O'Brien đã retweet
Devon Lum
Devon Lum@devonjlum·
Iran has struck at least 11 U.S. military facilities since Saturday. @heytherehaley @riley_mellen and I found damage on or near communications and radar systems at 7 of them (no paywall link here) nyti.ms/4upLCnl
English
108
1.2K
3.4K
954.2K
Larry O'Brien đã retweet
Christiaan Triebert
Christiaan Triebert@trbrtc·
We published this piece 3 hours ago, and since then, two more oil tankers have reportedly been attacked: one coast the coast of the Emirates, the east of Oman, further out at sea.
Christiaan Triebert@trbrtc

Since Monday, just three oil and gas tankers have crossed the Strait of Hormuz, according to @Kpler data. It's a de facto closure, says @pickeringenergy: “You've got a significant number of vessels on either side of the strait but no one is willing to go through.”

English
14
320
750
103.3K