Chris

energy nerd

[Chris @cdizzy_]

I would kill for these in running shoe format

[Raymond Williams @_raymondwill]

These upcoming Nike Pegasus 1's are inspired by literal sample notes from Tom Kim. While he was testing out pairs, Tom sent the Nike Golf team photos with various feedback notes marked directly on the shoes...

[Chris @cdizzy_]

“At least in the case of stage racing” 👀

[Cycling on TNT Sports @cyclingontnt]

From Pro Cycling Manager to winning all three Grand Tours, and he's not done yet 🔥🎮

[Chris @cdizzy_]

We know that’s a peedon

[Pintu 🇮🇹 🇳🇱 🇪🇺 @Pinturicchia13]

El mejor deporte del mundo

[Chris @cdizzy_]

This is a correct reflection of the schedule to except from your server at BWW if you order bottomless apps

[Buffalo Wild Wings @BWWings]

pOsT tHe ScHeDuLe

[Chris @cdizzy_]

@Kayno87 That plate is art 🎨

[Chris @cdizzy_]

FAX

[le.hl @0xleegenz]

Walking alone through a foreign city at night and realizing how far you’ve come has to be a top 3 peak moment of all time

[Chris @cdizzy_]

@RooshWilliams Regression to the mean suggests 13-4 translates to 54-win pace

[Chris @cdizzy_]

Are they baiting the US?

[Drop Site @DropSiteNews]

🇦🇪 UAE envoy calls for “conclusive outcome” beyond ceasefire with Iran

The UAE ambassador to the US, Yousef Al Otaiba, writing Wednesday in the Wall Street Journal, said a simple ceasefire with Iran is insufficient and called for a broader outcome addressing Tehran’s “full range of threats.”

He also announced the UAE would join international efforts “to reopen the strait and keep it open,” taking about restoring energy flows through the Strait of Hormuz. He also reaffirmed the $1.4 trillion UAE investment commitment in the US.

Al Otaiba claimed Iran has launched more than 2,180 missiles and drones at the UAE since the war began, saying the country intercepted over 95% of attacks.

[Chris @cdizzy_]

@tleilax___ Is there a backlog of frame 9?

[Chris @cdizzy_]

Let’s be realistic here. The strait does not constrain the rebuild of any facilities unless the strait is closed a year+ from now … in that world we have much larger problems than the timeline for rebuilding kit at Ras Laffan

[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.

[Chris @cdizzy_]

Productivity is a measure of output, not input

[sunny madra @sundeep]

“If your $500K engineer isn’t burning at least $250K in tokens, something is wrong.”

[Stephen Stapczynski @SStapczynski]

Australia’s LNG producers might face higher taxes if they make too much money 🇦🇺 💰

Prime Minister Albanese has asked Treasury to look into imposing a windfall tax on the country’s vast LNG industry, to capitalize on soaring prices of the fuel

https://t.co/9yr50kkvEN

[Chris @cdizzy_]

@qatarenergy FYI - I heard your were looking for some new kit

[Yet another commodity guy @tleilax___]

Arctic LNG 2 was a Russian LNG project which got sanctioned. Somehow the equipment got stuck in Antwerp harbor and Belgian justice now ordered the entire kit to be auctioned off for cents on the dollar. I'm not kidding, see the link below.

I say we bid some memorabilia. This is a nice hobby project for the kids, or for Qatar. Better than Legos.

Plus your wife is gonna love to have 250 cryogenic guide vanes in the garage.

https://t.co/hVdgpgxCNM

[ScoTab @scotabapp]

Congrats @WNBA @WNBAplayers We’ll see you soon 👀 🍿 🏀

[Chris @cdizzy_]

@TankerTrackers This is amazing. What layers do you turn on to see this?

[Chris @cdizzy_]

The Jevon’s paradox of 2026

[Joe Weisenthal @TheStalwart]

Anyone seen any good Substacks about the decline of American hegemony and the end of the neoliberal world order?

[*Walter Bloomberg @DeItaone]

🚨 IRANIAN OFFICIAL TELLS REUTERS: SUPREME LEADER MOJTABA KHAMENEI WAS LIGHTLY INJURED BUT STILL CONTINUING TO OPERATE

[Chris @cdizzy_]

@Holy_Helicity

[Chris @cdizzy_]

N, instagram much better for ads

[Elon Musk @elonmusk]

Have you ever bought anything based on an ad on this platform?

[Chris @cdizzy_]

What

[Runner's World @runnersworld]

Participants in the 2026 Los Angeles Marathon have the option to only run 18 miles—and still receive a finisher medal, race officials announced this week.

https://t.co/aSkoqCO1cO