Smarter Markets

"As countries in Asia think about their energy security when this conflict ends, are they going to be thinking about needing more renewables in the mix, lessening dependence on traditional hydrocarbons? And which country dominates the entire renewables supply chain? China."

"US refineries tried to fill the gap, going from 1.3M barrels a day to 1.9M in August, almost offsetting the 800,000 barrels Russia removed. Then you have the Middle East, which is the real reason attacking Russia's refineries was the crippling blow to diesel that it became."

Doomberg is back on SmarterMarkets™ to discuss

→ Why diesel and LNG, not crude oil, are at the center of the energy crisis
→ Why they believe it's been World War III since 2014
→ Why many parts of the world aren't prepared for what could come next

smartermarkets.media/global-upheava…

"Instead of freaking out about whatever percent you think of catastrophic risk is going to wipe out humanity, how about we focus on the controls, and why don't we just agree on what those controls are?"

@TriciaWang talks rebuilding trust in the machine-to-machine age of AI

"What worries me is the narrative that it's back to normal, without asking: What's entailed in getting vessels through? How costly is it? How much heavy lifting is the US doing? With ships still being attacked & fatalities in Hormuz, is this arrangement in any way sustainable?"