Bryan Prado

[Fernando Ulrich @fernandoulrich]

Pela primeira vez na vida curti um desfile de samba.

"Lula, veeeeem se explicar..."

[N Ecc 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Neccccy]

Agree?
Yes or No?

[Built by Sara ™️ @BuiltbySara]

I don't care who you are, this is hilarious!

[o fravinho do BF @fravenriq]

O Brasil é tão previsível que essa tirinha de 10 anos atrás está atualissima hj em dia

[Felipe Leme @LEME12]

O fio mais importante que você vai ler em 2026 até agora:

AS DIRETRIZES PROGRAMÁTICAS DE LULA EM 2022 vs. O QUE FOI FEITO ATÉ AGORA (2023–2026).

Nas últimas semanas, pesquisei ponto a ponto as diretrizes programáticas da coligação Brasil da Esperança (Lula/Alckmin), divulgadas em agosto de 2022 para o mandato 2023–2026, comparando o que foi prometido com os dados e resultados observados até janeiro de 2026.

Estamos no último ano de um governo que busca a reeleição, portanto, o objetivo aqui é mostrar promessas, metas e entregas com base em indicadores econômicos, sociais e ambientais independentes, utilizando múltiplas fontes confiáveis e apartidárias.

Segue o 🧶 1/4 com os primeiros 11 dos 121 itens analisados.

[Bryan Prado @bryanpradoo]

@jackprandelli 👏👏

[Morgan Downey @morgan_downey]

To the new Venezuelan oil bulls with the "300 Billion Barrels" largest-in-the-world reserves charts today, the real number is 25 billion.

Congratulations, welcome to the Orinoco Belt.

API Gravity: 8° ("Extra Heavy"). Sulfur: High ("Sour"). Metals: Yes, lots of Vanadium (poison to refinery catalysts).

It's not Light Sweet Crude; it's road pavement that hasn't dried yet.

Chemistry is a wonderful thing, and the industry can turn this sludge into jet fuel, but it costs a fortune.

In reality, Venezuela's economically recoverable reserves are 25 billion barrels of heavy, sour, metallic oil.

Today's free Oil 101 lesson: Volume is vanity. Viscosity is sanity.

[PapaHardware @PapaHardware]

R$ 3.985.305.326.876,67
Isso dividido entre a população do Brasil (213.400.000) daria: R$ 18.675,28 por pessoa! Um valor de R$ 1.556,27 mensais POR PESSOA!
O Estado é nosso maior Inimigo!
Ótimo 2026 a todos.

[Bryan Prado @bryanpradoo]

@alexandraandnyc 🤣🤣

[Bryan Prado @bryanpradoo]

@dogeofficialceo 😂😂

[Mario Sabino @mariosabinof]

No Brasil, a gente acorda se sentindo palhaço e vai dormir com a certeza de que é otário.

[Object Zero @Object_Zero_]

Standardisation

- The key strategic insight of Standard Oil.

150 years ago JD Rockefeller pioneered the model of industrial verticals with Standard Oil and rapidly created the largest most dominant company in the world.

He didn’t start out drilling for oil, he started downstream with a refinery. He hired chemists to develop multiple new products and revenue streams from the crude oil he was buying.

A refinery breaks crude oil (the black slime everyone recognises) down into lots of different products including; fuels, lubricants, plastic, loads of different materials and products that make everything from jet fuel to carpet.

Rockefeller’s chemists would figure out new products but also crucially they wrote the chemical standards for what these products were in terms of their quality and measurement of delivery.

With all the extra revenue from new product streams Rockefeller bought up other refineries and used them to make the new products too. Once he owned almost all the refineries he expanded upstream, buying transport and storage infrastructure and taking all the middlemen out of the value chain.

Standard Oil really pioneered the concept of standardisation and the company name was selected specifically to market the use of ‘standards’ for product quality. Quality standards and standard measurements of product did not exist before Standard Oil.

As the company vertically integrated through the industry they applied this standardisation insight to every new process and new business they acquired.

Before this, oil and kerosene and such were all transported in various different containers, barrels, pots, tins, cans, etc and all the products had different chemical contents. It was chaos.
This made the whole industry much less efficient, as at every step in the chain the buyer and seller had to figure out what exactly they were trading.

Standard Oil made all of this very easy. They had the standard 55 gallon drum and standard product qualities. This allowed Rockefeller to cut the middlemen out of all the transactions and connect one business unit directly to another, where inputs and outputs were much clearer, much more stabile, and easily costed.

It was Rockefeller who forced all this standard conformity on the world and the whole world still use all of his standards 150 years later.

Standardisation was so powerful it allowed one company to outcompete, expand and own pretty much the entire energy industry at the time.

Eventually owning the majority of refineries, transport infrastructure, and oil wells. But the big competitive advantage was their use of standardisation in all parts of the business.

Weirdly, if you look at what Palantir is doing today with corporate data, I see a lot of similarities with how JD Rockefeller swept through the energy industry 150 years ago.

It’s important to understand how the real world works, because these seemingly nuanced insights can actually capture enormous value when you execute on them.

Today in the energy industry, there are companies doing comparable things with Behind-The-Meter technologies, and virtual power stations. There are pockets of stranded value in highly repeated parts of the chain and there are companies who have figured this out and are able to unlock it.

It’s great to see.

Consumers win because they get better value and a better quality service at a lower cost. The company wins because it is able to outcompete its peers and convert more and more of the market to the improved service.

Also the Transmission System Operators (TSOs), are starting to innovate too, as the energy infrastructure keeps becoming more and more systemised. There are pockets of value throughout the energy chains and companies are finding ways to unlock them rather than just sitting idle and collecting rent.

The image below is the petroleum industry, and you can do similar upstream, midstream, downstream modelling with electricity.

[Bryan Prado @bryanpradoo]

@PedroCerize @LulaOficial 👏👏👏👏

[N Ecc 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Neccccy]

Agree?
Yes or No?

[Derrick Evans @DerrickEvans4WV]

Save America! Ban Islam.

[N Ecc 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Neccccy]

Thumbs up if you agree?

[@mazereporter @maze2216]

E ninguém deu bola.

[Visão Ancap @CentralAncap]

É isso ou não é?