Jonathan Scharff

Macrodata Refinement. Insights fueled comms for business, stakeholders, policy, economic development, energy, AI, & infrastructure. VP of Insights @teamavoq

[Jonathan Scharff @JScharff1]

Similar trend of "Data Center" Social Mentions from State & Local Elected officials YTD = 9.67k mentions total.

[Kyle Tharp @kylewilsontharp]

NEW 📊 in @readchaoticera: Data centers are becoming a kitchen table issue poised to upend the midterms, and content opposing the construction boom is flooding Americans' feeds on social media.

[Steve Everley @saeverley]

AI and data centers are creating a blue collar jobs boom
https://t.co/JiXbPDWszV

[Jonathan Scharff @JScharff1]

These are the top 10 states in 2026 with the most mentions of "data centers" by state and local elected officials:

[Brian Armstrong @brian_armstrong]

The crypto market structure bill has PASSED the Senate Banking Committee with a bi-partisan vote!

Historic day for crypto and for the future of digital assets in America. Grateful for the countless hours from lawmakers and staff to strengthen this legislation. Big improvement from where we were in January on rewards, tokenization, DeFi, and CFTC authority. I'm proud we stood up for our customers in that moment, and the bill is better because of it.

Looking forward to a bipartisan law that cements the US as the world's crypto capital. Let's get CLARITY done.

[Natural Allies for a Clean Energy Future @Natural_Allies]

Amid rising energy costs and increasing demand in the Garden State, Senator John Burzichelli urges his colleagues in Trenton not to lose sight of the essential role played by natural gas in NJ’s energy mix to best serve residents and businesses.

Read: https://t.co/jFROVOjnD4

[Jonathan Scharff @JScharff1]

@toddsaunders Sounds like a great event!

[Williams @WilliamsUpdates]

We broke ground in Brooklyn today for the NESE project.

A major step toward strengthening reliability and meeting growing energy demand across the Northeast.

Watch the replay here: https://t.co/xaSgN1jO3B

[Jonathan Scharff @JScharff1]

Not anymore: In a Q2 2025 intelligence report, we wrote: "Conversations about the lack of natural gas turbine availability in the supply chain continues to remain low volume amongst niche and technical social media users within the industry."

[Winston @ChurchillWw]

Three companies make 75% of the world’s large gas turbines: GE Vernova, Siemens Energy, and Mitsubishi Power. All three have backlogs stretching to 2029 or 2030, and wait times have gone from two or three years to five or seven. Bloomberg estimates more than $400 billion in planned gas plants could be delayed or cancelled because there aren’t enough turbines being made.
https://t.co/dWVDQoHeNL

[Javi Lopez ⛩️ @javilopen]

NASA has launched a website where you can follow the Artemis II mission to the Moon in real time 👩‍🚀

Absolutely amazing.

Link 🔗👇

[Andrew McCarthy @AJamesMcCarthy]

Pleased to share my favorite high-resolution capture of the Artemis II launch- the moment the SLS is clearing the tower, captured by a sound-triggered camera placed near the pad.

I'll have prints linked in my bio for this one, and here's a short thread about how it was captured

[The Hill & Valley Forum @HillValleyForum]

"Our head count in Manhattan when I got to JPMorgan was 35,000 and now is 26,000. Our head count in Texas started at 11,000, now it's 33,000. That's what happens."

Jamie Dimon on why companies are leaving New York:

"Highest individual taxes, highest estate taxes, highest corporate taxes, anti-business sentiment."

"When I grew up as a kid in New York City, there were 120 of the Fortune 500 headquarters there. In the 1970s, 60 of the 120 left, including Exxon, GE, IBM, Union Carbide. They're all going to Texas."

The Hill & Valley Forum 2026

@HillValleyForum @jpmorgan @ChairmanG

[Lydia DePillis @lydiadepillis]

Hell of a graphic from Morgan Stanley

[Karim Fawaz @karim__fawaz]

The effectiveness of the jawboning ties into something I'm seeing at Ceraweek- which is best described as "irrational optimism". The alternative is so daunting to think about, with consequences so grave, that many are choosing optimism even without a solid foundation.

[Shanaka Anslem Perera ⚡ @shanaka86]

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.

[Jonathan Scharff @JScharff1]

This is the top social post from Day 2 #CERAWeek

[Javier Blas @JavierBlas]

German Energy Minister Katherina Reiche: the nuclear shutdown “was a huge mistake.”

#CERAWeek

[Javier Blas @JavierBlas]

German Energy Minister Katherina Reiche: the nuclear shutdown “was a huge mistake.”

#CERAWeek

[Jonathan Scharff @JScharff1]

Seems to be the consensus we are hearing about the in the room conversations at #CERAWeek

[Bloomberg @business]

Houston’s showpiece energy conference is usually an opportunity for backslapping and glad-handing. But this year executives are nervously watching the impact of the Iran war and the lack of any clear path toward a resolution. https://t.co/awiEaGQ7PA

[Jonathan Scharff @JScharff1]

Topics comprising the online conversation at #CERAWeek Day 1

[Avoq @TeamAvoq]

Congratulations to General Manager @cdonnelly81 and Partner @adamsteinberger for being named to the @ROINJNews 2026 Influencers Power List!

Chris was recognized in the Consultants category, honoring leaders who help organizations shape their reputation, clarify their purpose and connect meaningfully with the public and key stakeholders. https://t.co/OtWdubyViB

Adam was recognized in the Government & Public Affairs category, celebrating professionals who skillfully navigate the policymaking landscape and help shape public opinion. https://t.co/vPKfsjNTiA