Matt Berk @mattdberk
High performance building, passive house, energy, commodities and natural resources ecowindowsandfacades.com Philadelphia, PA Joined November 2009-
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Not even the most electricity-hungry residential customers in Beijing or Shanghai can match the per capita residential power consumption of the *lowest* state in the USA (Hawaii). And it only goes up from there. Jilin vs. Louisiana is still a 10x difference.
“2024 has been the year the systems in place for decades fell apart.” This is a terrible failure on the part of the government. usatoday.com/story/news/edu…
Tempered glass; the bane of my existence.
Tempered glass; the bane of my existence.
This is my quant. H/T @VolaTim
Jehovahs Witnesses have adopted a Gigachad Jesus. Interesting strategy but will it be enough?🤔
Belatedly posting: A few months ago I went to the Central African Republic, on what was supposed to be the first stop of a trip about small-time gold mining. This piece, out now in @Granta, is about what ended up happening granta.com/wagner-in-afri…
$RIG
My view: the copper price rally is a macro-driven head fake. There is weak end-user demand for the metal in China. The slowdown of the property crisis is yet to materialize. This will free up 2-3mtpa at some point - too much for EV & ammo makers to compensate. The impact for…
To "end the country’s reliance on imported fuels and lower energy costs for residents" >> $XOM Exxon to shut Guyana oil project for two weeks US oil and gas giant ExxonMobil will shut down two offshore oil production projects in Guyana for two weeks each between July and…
5-14% of the daily US natural gas consumption is injected back into wells on the North Slope every day.
5-14% of the daily US natural gas consumption is injected back into wells on the North Slope every day.
@elidourado And, very soon, zero welders certified to work on nuclear power plants. (Pretty much the entire remaining cohort was working on Vogtle, and now they’re all retiring.)
Now that Vogtle Unit 4 is online, there are zero nuclear power plants under construction in the United States, zero pending reactor license applications with the NRC, and zero plans to develop any units at any site where a license has previously been approved.
#India’s urea import has dropped 7 per cent in 2023-24 fiscal, for the third consecutive year, thanks to increase in its domestic output and launch of nano-urea. Besides #urea, there is also a decline in import of Di-ammonium Phosphate (#DAP) and complex #fertilizers. #gübre
re relevance of seasonal storage / firm power people have seen a lot of solar irradiance maps, like this (left) but the monthly averages look like this (right)
Construction 101
Blackstone has sold 1740 Broadway in New York for a $420 million loss. They purchased the property for $605 million in 2014 and it sold for just $185 million. #MacroEdge
Ashley Fitzgerald @RizomaSchool
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4K Followers 3K Following I raise sheep & poultry on a wooded hillside in southern WI. Also goats & mushrooms. Aspiring cheesemaker. New College grad. Stubborn DIYer. Garbage is a lie.Patrick at Rizoma @RizomaAt
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1 Followers 330 FollowingRobin Scherer @RobinRoofer
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150 Followers 103 Following dirt digging gold miner in the majestic Yukon Territory 🇨🇦🇨🇦Sergio Chapa @SergioChapa
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15K Followers 2K Following ◦ "fundamentally too earnest" ◦ "middle class computer janitor pretending at being an aristocrat of the soul" ◦ "former action guy"BoiltOwl @nealjclark1
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5K Followers 1K Following Aspiring sustainable farmstead, central SC, 8a. Motto: “with prudence and thanksgiving” Classic agrarian human, Southerner, localist, delusional but persistent.Bicoloured-Python-Roc.. @pythonrocksnake
2K Followers 966 Following Lutheran, Husband, Father, Gardener 👨🌾 Hobbit Nationalist 🌲 15% Doomer / 85% Optimist 🌳 USDA 6a / Köppen DfaSolarchitect | Sunbea.. @Solarchitects
10K Followers 453 Following Designed & built 100+ affordable, healthy, self-sufficient homes in 10 years. Here to help you do the same. Join my newsletter 👉 https://t.co/gbbHJv6rpsjrh @jrheling
4K Followers 3K Following I raise sheep & poultry on a wooded hillside in southern WI. Also goats & mushrooms. Aspiring cheesemaker. New College grad. Stubborn DIYer. Garbage is a lie.Patrick at Rizoma @RizomaAt
2K Followers 394 Following DM for private Spanish lessons & tutoring, exp.learning, regen-ag, localism, Doomer Optimism™️, DIY everything, mate, sports, mostly puns𝙷𝚒𝚌𝚔𝚖�.. @shagbark_hick
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2K Followers 1K Following Our Community farms rare OrkneyBoreray for mutton/products & saving the breed Book, The Lost Flock, @chelseagreen September 2023 ++welfare, nature #agroecologyDenise Martin @beo_science
231 Followers 550 Following Certifying passive houses, mastering the art of airtightness, and teaching others to do the same. Also a condensation whisperer.GatorBar @gatorbar_mi
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723 Followers 2K Following Vermont Slate Company provides high quality slate products at the best prices with the highest level of customer service.Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 897 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcastThe Crude Chronicles @crudechronicle
9K Followers 304 Following 🛢Oil Histories | 📈 Macro | 📖 Company Histories | 💣 📈served up via bomb @$$ charts! Not investment advice………..👇🏼sub on my stack!Wow, great engagement with this poll! Time for the answer & some commentary. Yes, almost all of you correctly guessed that American households consume more electricity than Chinese households. The precise correct answer selected by 46.5% of you was: "about 5x more”. Thread 🧵
How much electricity do you think the average American household consumes per capita, versus their counterparts in China? (note this is households, not overall) Take your best guess. Maybe the answer will shock you, maybe not, I dunno (will post later, with commentary).
Infant turd is of average or below average intellect. So it takes great comfort from @agnostoxxx advice ‘don’t be stupid’ And from Buffett / Munger ‘everyone is trying to be smart I’m just trying not to be stupid’ This is how being average can beat the average.
Newest piece of equipment we brought into our business. We will use this to improve professionalism and process of our commercial delivery. More importantly we forecast huge returns from the wrap on this unique piece of equipment and being able to pitch its use as another…
Anyone noticing any $AAPL calls being sold mostly ATM with about 3 months to expiry. Sell Side firm to open as principal? $BRK
@dampedspring He has spoken about his big mistake in not selling $KO in 1999, when Munger told him to. Will indeed be super interesting to see if he goes the other way on $AAPL-huge position for $BRK...how much of it is he likely to unload @dampedspring ?Curious about your thinking process.
Prince Rupert's drops are toughened glass beads created by dripping molten glass into cold water, which causes it to solidify into a tadpole-shaped droplet with a long, thin tail. These droplets are characterized internally by very high residual stresses, which give rise to…
Back in magic world 🥹
This piece is going to be followed by another on the Sahara and the Sahel, and was supported by the @pulitzercenter . The Granta issue is stacked and I obviously encourage everyone to get it and read in print: granta.com/products/grant…
Belatedly posting: A few months ago I went to the Central African Republic, on what was supposed to be the first stop of a trip about small-time gold mining. This piece, out now in @Granta, is about what ended up happening granta.com/wagner-in-afri…
@RizomaSchool @snowchi3 Crazy in TWO different but similar ways: Wokery and MAGAtry.
@RizomaSchool I skipped Americana from early 2000s to mid 2010s. Definitely can emphatize with your friend.
@snowchi3 It's very disorienting when everyone agrees to be crazy all in the same way
Aw man I just had lunch with a friend. Basically an anti-globalization lefty gen Xer, who has been living off grid for the last decade. And wow is he confused about what the world has become. Imagine being in a time capsule the past 10 years I'll try to sketch it here.
Read James' piece! Genuinely don't know many thinkers right in his specific niche who can think about geopolitics outside of the frame of team sports, and who take deglobalization seriously.
Read James' piece! Genuinely don't know many thinkers right in his specific niche who can think about geopolitics outside of the frame of team sports, and who take deglobalization seriously.
Belatedly posting: A few months ago I went to the Central African Republic, on what was supposed to be the first stop of a trip about small-time gold mining. This piece, out now in @Granta, is about what ended up happening granta.com/wagner-in-afri…
@mattdberk @Matt__Miller The well geometry has changed by increasing lateral length so on a per well basis new wells should deliver higher volume. Cost & volumes per lateral foot should be more telling…but the higher GOR, higher water and increased issues of dealing with water thanks to seismic activity…
Kofta B’siniyah at the Chou Habibi Rhodie kiosk with baked cauliflower with cilantro, garlic and Ras El Hanout and roasted eggplant. Finished on Lebanese flat bread with herby labneh and tahini @MiamKitty @RhodieHouse
One thing I’ve noticed in the best teams in tech right now is that there’s no desire to hire and mentor juniors anymore (across every discipline). This is in part due to cutbacks etc but it’s also that a new philosophy won out - instead of large, bottoms up teams, everyone wants…
@lan8ach Zoom culture has also deteriorated the apprentice model of shadowing and learning through osmosis. Many companies are hesitant to hire people who have never had to endure a 5 days/week early morning commute, which builds a certain kind of blue collar work ethic and resilience.…