Just This

Being

[Stanzupforit @Stanzupforit]

Extinction is the rule. Survival is the exception. - Carl Sagan

[The Hormuz Letter @HormuzLetter]

BREAKING: Pakistan has ordered nationwide "lockdown-like" fuel rationing and austerity measures with immediate effect due to the fuel and gas crisis causing historically low supply, per a Cabinet Division notification.

1. Shops, markets, malls and bazaars to close at 9 PM nationwide

2. Fuel for all government vehicles cut by 50% for three months

3. Complete ban on purchasing vehicles of all types

4. All official foreign travel banned for three months

5. Non-salary spending cut 5% for the full fiscal year

6. All government-funded seminars, trainings and conferences prohibited

7. No official dinners except for visiting foreign delegations

8. A single dish only at all marriage functions

Pakistan is a net fuel importer that buys most of its diesel and gasoline from Gulf refineries, and it refused Saudi Arabia's request to join the fight against the Houthis under the Mecca Pact last weekend.

[Vejon Health - Dr Philip McMillan @vejon_health]

...

[The Hormuz Letter @HormuzLetter]

BREAKING: US stations are running out of diesel. Stations in North Texas are now posting "OUT" on their diesel signs, and an Orlando, Florida station has blanked its diesel price to 0.00 with the pump dry today.

California stations already began posting "out of diesel" signs on Sunday, with the national average at a record $6.31 a gallon.

[unusual_whales @unusual_whales]

BREAKING: Costco is now rationing motor oil for due to the Iranian war, limiting members to one transaction and a maximum of two units every seven days.

[Andrew Lokenauth @FluentInFinance]

You’re paying 4× more for RAM because memory that hasn’t been made has already been bought with money that doesn’t exist.

The GPUs haven’t been built. Neither have the data centers. The infrastructure to power them may never exist.

All to satisfy demand that doesn’t exist and generate profits that are mathematically impossible.

[Douglas Macgregor @DougAMacgregor]

Saudi Arabia's oil production falls to lowest level in close to 40 years.

[Hedgeye @Hedgeye]

BREAKING🚨: U.S. home sellers outnumber buyers by 563,000, a record 58% gap.

[Peter Clack @PeterDClack]

China now makes about 86–88% of the world’s solar modules, and an even higher share of the wafers and cells behind them.

It produces roughly three-quarters of lithium-ion batteries and holds about 80% of cell-making capacity. Chinese firms account for around 70% of EV batteries actually installed. They supply the majority of wind-turbine components and, in 2025, about four-fifths of the turbines that went up worldwide. They still pour just over half of the planet’s crude steel.

It is the largest, quietest transfer of industrial capacity in modern history. On manufacturing value added, China has gone from about 6% of the world in 2000 to roughly 27–30% now. It out-produces the next eight countries put together, and the United States, Germany and Japan combined.

America’s share has slipped from the low twenties to the mid-teens; Europe’s from about a quarter to the mid-teens; Japan’s from the low teens to about 5%.

The power behind that machine is still coal. China runs nearly 1,200 coal plants and more than 1,200 GW of coal capacity — about half of everything operating on Earth. In 2025 it commissioned 78 GW of new coal plant, a ten-year high, and another 30 GW in the first half of 2026. That is the old 'six large units a month' in practice. It mines around 4.7–4.8 billion tonnes of coal a year, more than four times second-place India.

Beijing has a carbon-neutrality date — 2060 — and a pledge to peak emissions before 2030. What it has not done is bind its factories to a Western 2050 net-zero timetable, or treat steel mills and battery plants as disposable. Coal is still treated as the dispatchable backbone that lets the rest of the system run.

The West, by contrast, spent two decades talking decarbonisation while offshoring the industries that make the hardware. The result is the joke that dare not speak its name.

The Western green transition now depends, almost end to end, on equipment built in a country that still adds coal capacity by the tens of gigawatts. Solar farms in Europe and America are assembled from Chinese modules. Grid batteries are Chinese cells. A growing share of the turbines are Chinese machines.

The energy source the West has spent a generation demonising is what made that supply chain possible. It should be the loudest industrial and geopolitical story in the Western world.

It barely rates a mention.

[Tom Bodrovics @competentinv]

More cost to be distributed through the supply chain that relies heavily on diesel

[Thrilla the Gorilla @ThrillaRilla369]

In the United States, if you
destroy a Bald Eagle egg:

• $100k fine.
• 1 vear in prison.

Because an unborn Eagle is
still an Eagle.

Let that marinate

[dana @dana916]

🇮🇷⚔️🇺🇸 An oil tanker exploded after hitting a naval mine in the Strait of Hormuz 2 days ago, resulting in two deaths among the crew

Middle_East_Spectator

[Trigganometry @grindingdude]

Sure like to buy this guy a beer! 🍺

[Douglas Macgregor @DougAMacgregor]

The Persian Gulf has become Hotel California for Donald Trump, you can check in but you can't check out..

[Michael A. Gayed, CFA @leadlagreport]

Nvidia just posted record revenue. The stock popped. Everyone's celebrating.

Meanwhile, the cost of insuring Nvidia's own debt against default has more than DOUBLED since May.

Why would credit markets get nervous about a company printing $96B a quarter?

Because Nvidia isn't just selling chips anymore. It's the lender, the guarantor, and the equity investor in the same AI companies buying those chips. When you finance your own customer's ability to pay you, your revenue and your risk become the same number.

The stock market cheered the sales. The bond market is pricing the circularity.

[Prello @DPrello]

Millions of vaccinated people are walking around right now with undiagnosed heart damage and they have no idea anything is wrong. just waiting to be written off as another death from natural causes.

[Brian Lenzkes, MD @BrianLenzkes]

Remember, only trust the $cience.

Never trust your gut instincts, life experience, common sense or what you see all around you.

When the $cience pleads the fifth and shreds communications, you can still trust the $cience.

[Rick J @rickjeff78]

Upcoming diesel shortages will trigger a Covid-era like hoarding environment that will be followed by empty store shelves.

People aren't prepared for what is coming.

[Gabe @Gabe_cc]

As @NPCollapse puts it, no country stands to gain from building superintelligence.

But then, why do we need any legislation or international agreements? Can't country just ensure they don't build it themselves?
Well, for start, there are always irrational actors. Like terrorists, rogue states, or irremediably myopic companies. And countries must prevent said actors from building ASI within and outside their borders.

Still, most important, the true reason is that the AI corporations are playing a game of chicken.
They keep building more powerful AI systems, and they will continue to do so until they are prohibited from doing so or a catastrophe physically prevent them from it.
In the meantime, they are daring each other to go as far as they can. "After all, if I'm not the one building the next gen, it will be someone else."

[Mac10 @SuburbanDrone]

The U.S. just sent its last aircraft carrier in Asia to the Middle East, opening up the best opportunity for China to take over Taiwan. Doing so would give China TOTAL control over global AI. Global stocks would collapse along with the global economy.

At the same time, Trump is reducing support for South Korea and North Korea is sending additional troops to Ukraine. Meanwhile Iran is preparing for a larger offensive across the Middle East, having given up on peace talks.

Meanwhile, the U.S. Navy is discussing their tampon refill strategy, amid reports of crew attempting to jump overboard.

Trump's non-stop TACOs and insider trading operations have emboldened global forces to simultaneously expand their operations in a way that will final collapse the U.S. empire.