imlikeafishoutofwater

Slippery, pessimist, possessive, hypocrite, master, conservative....

[Patrick OShaughnessy @patrick_oshag]

Matthew Smith has spent the last 18 months modeling every well, pipeline, storage facility, and power plant in the American natural gas system.

His conclusion is that the US is heading toward a natural gas shortage with no precedent, beginning in 2028.

By 2030, he believes we could exhaust our working natural gas storage entirely.

The fuel everyone in AI is counting on, and that everyone assumes is abundant, is not there.

And because gas sets the price of electricity in most of the country, he argues Americans will pay for the shortage in their power bills.

Matthew has worked in energy markets for over 20 years and is the CIO of Chronometer Partners.

This is his second time on the show, and he's one of my favorite people to talk to about energy.

We discuss:
- Why the bottleneck is moving from power to fuel
- Why we can't just shut off exports
- 2028 as the inflection point
- Large-scale nuclear v. SMRs
- Who wins, who loses, and what can still be done

Enjoy!

TIMESTAMPS
0:00 Intro
1:30 What Drives the Deficit
11:00 Why Supply Can’t Catch Up
20:35 The 2030 Gas Crisis
25:05 Winners and Losers
29:00 Nuclear and Solar
33:30 Consumers Pay the Bill
37:20 AI’s Next Shortage
45:25 Solutions and Global Stakes
51:15 The Coming Gas Knife Fight

[Mario Nawfal @MarioNawfal]

🇳🇱 This is wild! This is the Amsterdam Airport where there is a clock featuring a man manually painting each new minute with a paint roller!

Don’t worry, he only did it for 12 hours. They just play a recording now.

Would you act as a manual clock if the price was right?

[BhikuMhatre @MumbaichaDon]

European Women Leaders are biggest nightmare for Demented Trump!
After Meloni, now Denmark PM Mette Frederiksen takes Trump head-on.

"We're ready to defend every inch of NATO, incl our OWN GREENLAND. Article 5 is our insurance"

Insurance against oneself—That's today's NATO.

[Anish Moonka @anishmoonka]

Every summer, the Netherlands splits itself into three zones so the whole country doesn't try to leave on the same day. North, middle, and south each get out of school on a different week. The government set it up this way for one reason: traffic.

Look at the map and you can see why. A thick blue cloud of movement sits over the Netherlands, then drains south in thin lines through Belgium, down across France, over the Alps into Italy, Austria, and Croatia. Roughly the same roads, every July.

A big part of what makes it so packed is the caravan. Dutch families own more of them per person than anyone else on the planet. Around 450,000 on the road, another 20,000 sold each year, at least one household in ten with one parked somewhere. They sit in old greenhouses all winter, then get hooked up to the car in summer. The Dutch nickname for them is sleurhut, which means "dragging hut."

This is a fairly recent thing. Kip, the most popular Dutch caravan brand and also the Dutch word for chicken, sold its first one in 1947 and took off in the 1960s, right as the two-week family holiday became a normal part of Dutch life. Time off helped it stick. Dutch law now gives every full-time worker at least 20 paid days a year.

All of it pours onto a few big motorways at once, and the jam spreads across the continent. France has a name for the worst weekend of the year, samedi noir, or black Saturday, when the roads south lock up. In 2021 the traffic jams inside France hit 1,096 kilometers in one day, longer than the whole Netherlands three times over. The A7 out of Lyon, the old Route du Soleil, backs up for hours. The Gotthard tunnel in Switzerland can add two more. Dutch, German, and French drivers all aim for the same beaches on the same afternoon.

Which is the whole point of the three zones. Spread across three weeks, more than 18 million people can get away without every road grinding to a stop. The dates are set years ahead and printed on every school calendar. The tweet calls it a canonical European event. For a country that rearranges its school year just to get everyone out the door, that reads about right.

[Nithin Kamath @Nithin0dha]

It's been almost 20 years since I got my Airtel connection, and I've easily paid them more than Rs. 25 lakh in that time. I can't think of any other business that has made even close to this much money from me.

Now the reason why I am saying this is I was watching the latest episode of the Intermission by @TheKenWeb. In case you haven't checked it out, it's a wonderful show on the history of some of the biggest businesses in India. Their latest episode is about Airtel and Rohin, and Seetharaman traced the entire Airtel journey, and I didn't realize that Airtel has had many, many near-death experiences and yet always came out stronger to be the business that it is today.

[@drishtadyumna @drishtadyumn]

Holy shit what an absolute banger video

never thought i would see something like this from a govt agency

[Vertigo_Warrior @VertigoWarrior]

“They call us Uncivilized?”

Our ancestors carved microscopic masterpieces & explored stars centuries before the West. Aussie’s reaction to Hoysala’s 20k+ carvings says it all.

Someone mocks India? Remind them who laid global knowledge foundations. Proud of our heritage!

[Elon Musk @elonmusk]

@NUnl ASML should be treasured and supported. It is arguably the greatest company in Europe.

[Om Patel @om_patel5]

THIS GUY LIVES UNDER SFO'S TAKEOFF PATH SO HE BUILT A CEILING PROJECTOR THAT TRACKS EVERY PLANE FLYING OVER HIS HOUSE IN REAL TIME

he uses a cheap $30 radio receiver to pick up the signals that planes broadcast while flying.

then projects them onto his ceiling in real time

when a jet flies over his house you hear it outside and at the exact same moment a plane glides across his ceiling labeled with the airline, aircraft type, and destination

pure black background so the projector's rectangle disappears and only the aircraft are visible

but he didn't stop at planes

it also draws the real sky behind them. sun, moon, bright stars, constellations, and live satellites including the ISS. all at their true positions for his exact location and time in real time

so he's lying in bed watching the actual night sky projected onto his ceiling with real planes crossing through it as they take off from SFO

there is a huge market for every man alive that runs outside to see the helicopter

vibe coded the whole thing himself with a cheap radio, a projector, and some clever software

[Gooner Chris @ArsenalN7]

I never saw any of this when Liverpool or Man City won the league. In fact, I don’t even think City have any fans, other than that bottle guy who was clearly employed by the club 😭 Arsenal showing the world what a fanbase really is ❤️🔥

[Adam Keys @adamkeys_]

Pep Guardiola said that this was the toughest Premier League he has experienced. Slot echoed that. The floor of the league is so high West Ham were relegated on 39 points and three England clubs are in European cup finals. Don’t let anyone discredit this.

[dk is not a real person @dk_fakegod]

I love everyone on this list. All are invited to the parade

[Lewis Hamilton @LewisHamilton]

COYG 💥

[Arsenal @Arsenal]

Mark your calendar 🗓️

We are delighted to announce that we will come together with our supporters and community for a special parade, starting from 2pm on Sunday 31 May 👇

[afcstuff @afcstuff]

📲 Thierry Henry on Instagram: “From Highbury seats to the Emirates - Arsenal Nation, finally we can celebrate. Special thanks to this generation - finally now my kids saw us winning a title ❤️🤍 #goonerforlife” 👑

[Piers Morgan @piersmorgan]

Lovely walk in the park today.. the sun’s out, and my new hip is suddenly moving with a Premier League Champions swagger. 🕺 🤩

[PD 🏴󠁧󠁢󠁥󠁮󠁧󠁿 🇫🇷 @1_2spaces]

This is one of my favourite ever Arsenal comps. Reposting on this momentous day