| Website | https://justinscholz.de |
| Github | https://github.com/jmovs |
| Website | https://justinscholz.de |
| Github | https://github.com/jmovs |

don't shut me down: around 115 mtpa of LNG liquefaction capacity has shut operations by the end of March, equating to just over 25% of global LNG trade and representing an unprecedented amount of outages. Qatar's Ras Laffan and the UAE's Das Island remained cut from the global LNG market for the full month of March amid the closure of Strait of Hormuz. this represents alone a loss of around 10 bcm of gas supply. in addition, repairing Qatar's two damaged trains would take 3-5 years, leading to a loss between 50-90 bcm over the medium-term. and while, Qatar's LNG operations remains essentially shut, cyclone Narelle practically kicked off Australia's western LNG plants. the cyclone disrupted operations at the Wheatstone, Gorgon and North West Shelf LNG projects. very importantly, the Karratha gas processing plant suffered an outage after allegedly loosing power supply. no official timeline was shared by the operators on when the plants could return to operations. but considering the already tight global LNG market conditions, each and every day of lost production adds more pressure to the market. in addition, the smaller Darwin LNG is undergoing an unplanned maintenance just to technical issues, just three months after it returned to operations... what is your view? how will the gas summer season look like? how quick do you expect Aussie LNG to be back on the market? #gas #LNG #TTF #JKM #trading | 22 comments on LinkedIn
@marcoarment I just realised that in a way you might be going full circle. Have a really nice reading view for transcripts and it‘s like instapaper but for audio podcasts.
I like the idea of skimming through a transcript and eventually tapping on a word to then listen to a section!
Took just days for Bluesky & Eurosky to prove that Europeans on Eurosky remain at the mercy of US Bluesky with no digital sovereignty for Europeans offered.
"What many countries around the world are about to experience... is a period of rapid and involuntary decarbonisation. And that will necessarily mean rapid and involuntary degrowth.
Degrowth is a highly divisive term – and many will reject it. The main shortcoming of degrowth is the assumption that it will be in some way up to us to decide – a kind of lifestyle choice.
It won’t be; whether you like degrowth or hate it, the war on Iran makes it all but unavoidable"
https://open.substack.com/pub/reclaimedsystems/p/how-to-lose-an-empire-in-less-than
RE: https://climatejustice.social/@ketan/116291588815437962
@ressourcenfm Let's mix war and critical resource research - maybe not? :-(
A lot of LLM experimentation is mostly hype, and unlocks very little practical value. And then there's stuff like this.
At a time where chip production is experiencing throughput issues, the Mistral x ASML partnership is delivering with an AI-powered diagnostic tool that identifies lithography EUV scanner issues 120x faster.