Rick Thurman

[Assaad Razzouk @AssaadRazzouk]

A Chinese province, Jiangsu, became China's 1st to cross 100GW of solar capacity
>Added 83GW of that in just the last 6 years, while Germany (similar population) took 25+ years to reach 117GW
>Jiangsu's 69.3GW of rooftops alone beats the entire national solar fleets of the UK and France combined
>Solar is already Jiangsu's largest power source at over 38% of total installed capacity, and it's targeting 120GW of distributed PV alone by 2030

One Chinese province's rooftops just out-built two G7 solar fleets combined

https://t.co/FuTEKcVonJ

[ply @antifawokesoros]

I’m a day trader, have been for a long time, and barely have to time to make 3-4 options trades a week. The research and information it takes to make profitable trades is beyond time consuming.

Someone that makes 50 a week is either scalping or running down insider leads. That’s alotta trades.

[Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸 @jimstewartson]

Holy shit. A THOUSAND TRADES A MONTH.
50 trades per day. This is a TEAM.

He hired professional traders to use inside information to make money for him on the stock market while he uses every lever in the federal toolkit to pump up equity prices.

Staggering organized crime.

[Kate from Kharkiv @BohuslavskaKate]

ZELENSKYY: Today, Russians struck shopping center in Kryvyi Rih with drones. A purposeful, mean attack.

As of now, 14 people confirmed killed. Absolute barbarity by Russians. Absolute animals. We will definitely answer.

More than 100 people were injured, including 11 children. My condolences to the families and loved ones.

It's important that the world does not remain silent about all this. There must be an end to this Russian war.

The world must help us with this, help us protect life. Thank you to all those who are with Ukraine.

[NEXTA @nexta_tv]

It finally happened! Drones attacked Ozon for the first time — Russia’s second-largest marketplace after Wildberries

A logistics center in the Samara region is on fire — it is the largest hub in the Volga region.

The drones also targeted the much-battered Novokuibyshevsk oil refinery and the port in Yeysk, Krasnodar Krai.

[Ember @ember_energy]

As Europe sees increasingly hot summers, battery storage will be particularly useful in boosting its energy security 🔋

As solar output soars in the heat, batteries can shift that low-cost energy into the evening – when cooling demand is still high
https://t.co/dm1Z1I0YBB

[Jeff Berardelli @WeatherProf]

That escalated! 2026 is now likely to be the warmest year on record… to be beaten immediately by 2027.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

Ukrainian long-range sanctions continue to limit Russia’s military and economic potential, ensuring the aggressor state feels the impact of the war more directly.

Over the past 24 hours, our forces struck the Novokuybyshevsk refinery—1,000 kilometers from the front line—depriving the Russian war machine of millions of dollars in export revenues. We also hit a logistics hub in the Samara region and targets in the Black Sea.

Previous strikes have yielded confirmed results: at the Saky airfield, a Su-24M aircraft and four pieces of airfield equipment were destroyed, while in the Bryansk region, we took out drone-control relay stations used by the occupiers to guide strike UAVs toward peaceful Ukrainian cities and villages.

I thank all the warriors of Ukraine’s Defense Forces for their effective work and for depriving Russia of its strategic rear.

[Jay in Kyiv @JayinKyiv]

No longer satisfied after a month of destroying Russia's largest logistics company Wildberries, Ukraine moves on to Russia's second largest logistics company Ozon.

Opening the season in the Samara region, 900km from Ukraine, with strikes on a 135,000 square meter facility, the company's 5th largest.

[Will Thiel 🇦🇺🇺🇦 @willthiel]

Tikhoretsk Substation (45.85 40.16) has 500/220/110/35 KV transformers and loss of it would cutoff supply to many industries in Krasnodar, another airbase and the adjacent Linear Pumping Station that moves crude to the ports at Novorossiysk and Tuapse. /9

[Will Thiel 🇦🇺🇺🇦 @willthiel]

Krasnodar Thermal Power Plant (45.02 39.06) is a 1025 MW gas-fired plant that is used to balance out loads from the nuclear plants and provide power to the region. /8

[Patrick @Patrick71379826]

@willthiel Un point important aussi, les Russes n’ont plus accès aux sociétés d’engineering comme Technip, JGC, Jacob, Fluor D. Ect. Pour Yamal la c’est du LNG, sans Technip, et JGC jamais les Russes n’auraient pu aboutir, Novatec n’était pas à la hauteur.

[traveler @Travel6919]

@willthiel I guess Euro 3 was introduced in 2000. I don't exactly know the maximum amount of Sulfur that is allowed. But I guess Euro 5/6 were introduced abput 2009 with nearly no Sulfur.

[Will Thiel 🇦🇺🇺🇦 @willthiel]

. . . to maybe 75% of pre invasion numbers without significant capital $ billions (which 🇷🇺 ain’t got).

So, Mikhail is right, a tank could fail, or a pressure vessel could burst and cause a local disaster. But more important is the overall damage 🇷🇺 brought on itself. /end

[Will Thiel 🇦🇺🇺🇦 @willthiel]

. . . to sell all the crude they cannot refine, they will also have to shut-in wells upstream in West Siberia and the Urals (we already see this too) and many of those wells may never come back online, so overall production of crude in 🇷🇺 will also be permanently reduced . . ./9

[Will Thiel 🇦🇺🇺🇦 @willthiel]

. . . both overall capacity of production AND complexity. That is why we see 🇷🇺 maximising straight run gasoline, diesel and kerosene and seeing higher volumes of crude and waste heavy fuel oil that they cannot upgrade in high complexity units being exported. But there . . ./7

[Will Thiel 🇦🇺🇺🇦 @willthiel]

. . . is a limit to those volumes as well and they are the lowest value exports. I suspect that before this war is over, 🇷🇺 refineries will be permanently de-rated (even with repairs) to say 60% of their original boilerplate ratings. And since they will also not be able . . ./8

[Will Thiel 🇦🇺🇺🇦 @willthiel]

. . . of strikes by 🇺🇦 on these refineries has probably reduced capacity in a cumulative manner significantly. Knock out the hydrotreaters? Count on making only higher Sulfur fuels (and reduce your standards to Euro2). Knock out the cat cracker? Count on making less gasoline. /5

[Will Thiel 🇦🇺🇺🇦 @willthiel]

Reformers, Poly or Alky units gone? Count on making less volumes of gasoline diesel and kerosene and progressively lower octane fuels only, unless you boost with additives (which we see). But the key is that each round of strikes continuously de-rates these refineries . . ./6

[Will Thiel 🇦🇺🇺🇦 @willthiel]

. . . cabling, sensors, etc., many of which are sanctioned). Materials and parts substituting can get you back up and running sooner as well as less qualified trades and QA/QC. But for how long and will it take the full flow as before? That’s de-rating. Several iterations . . ./4