thirdwave

Github Mirror

Week 12

WSJ: "Saudi Arabia, Syria Close to Resuming Ties in Russia-Brokered Talks"


News 10: "Officials say hydrogen fuel vehicles are coming soon to New York"


GlobeNewsWire: "Hydrogen Generation Market Size to Reach $263.5 Billion by 2027 from 160.0 Billion in 2022"


"Hydrofuel.. has now entered into an exclusive manufacturing and sales agreement with Technocarb Equipment.. for the manufacture and sale of H2 and NH3 fuel kits and conversions of hydrocarbon-fueled generators, engines, tractors and grain driers, etc"


H2 Central: "Bill supporting the expansion of the H2 fueling network have been reintroduced... The Hydrogen for Trucks Act is one of four bills in a newly introduced legislation package and would support the demonstration of hydrogen fuel cell vehicles and the development of an H2 fueling station network.. reintroduced by Senators.. [Coons, Cornyn, Murkowski, Cassidy, Hickenlooper, Heinrich]"


That is likely - see here

"Ryugu asteroid samples suggest ingredients for life came from space"


Adani Groups's fundamentals are strong. My guess is the investors behind Hind are "retarded ESG" types, pushing for bizarro green tech, not the good kind, they are likely stuck with certain bad investments and now using Hindenb to take out potential competitors.


There is something fishy about those guys.. Their Adani work looked like a hit job with an ulterior motive.

"Marc Cohodes alleged that Hindenburg sources information from large funds, serving as a front for their short trades"


Business Insider: "Marc Cohodes who famously predicted the collapse of FTX and Silvergate Capital Corporation has more stocks to call out.. The mainstream media is lazy and could be co-conspirators in the Sam Bankman-Fried, FTX and Silvergate downfalls, the short seller said"


Gunfight at Rio Bravo - a Western movie with a Russian guy as the hero. Historicaly a Russki soldier, Ivan Turchin did exist, dude emigrated to US and even fought in the Civil War. Lincoln made him a general! Fascinating history.


Bloomberg: "[9/2022] Europe Optimal Market for Senegal’s Gas, [says] President.. Poland, Germany keen to buy liquefied natural gas from Senegal.. West African nation is set to become LNG exporter next year"


ECP: "[10/2021] A number of world-class oil and gas discoveries took place in Senegal between 2014 and 2017. Oil and gas reserves worth more than 1 [GBOE..] have been unlocked in Senegal"


"At par" is the key word, par is the original value of the asset when it was bought, the market price is the latest price. At par SVB assets were fine, in "mark to market" sense they were not. BTFP loans assume original price, the loan still needs to paid back, but it's a way of shifting around of risk.

FED: "[12/03] The additional funding will be made available through the creation of a new Bank Term Funding Program (BTFP), offering loans of up to one year in length to banks, savings associations, credit unions, and other eligible depository institutions pledging U.S. Treasuries, agency debt and mortgage-backed securities, and other qualifying assets as collateral. These assets will be valued at par"


H2 Central: "Verde Hydrogen, a new US based Hydrogen Technology company has announced that the VERDE-1000, a 5MW Single Stack Containerized Hydrogen Production System has passed a 3rd party test and certification to validate its best-in-class energy efficiency and performance"

The fully commercialized VERDE-1000 Hydrogen Electrolyzer, with its modular and containerized design, is the largest 5MW, single stack, alkaline type water electrolysis system in the world"


RU,CH overseas military bases

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John Hawksworth - Flash Barrier #music

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Fox Business: "[Rick Scott said] we pay for 77,000 federal buildings that are empty every year. Why are we doing that? Would you do that with your money? We have almost a half a trillion dollars of programs – that were never authorized – that the executive branch is spending money on."


"@EUAgri@respublicae.eu

#HorizonEU call for proposals on hydrogen fuel cell technology for agricultural machinery. Proposals are expected to increase the knowledge of #hydrogen FC technology and demonstrate systems in specific non-road applications"


Focker's best friend's family ran an emerald mine in apartheid SA didn't they? Making money of off stolen land... It is a sound system - if you are white.


JL Haims: "One day I heard a rumor that [Peter Thiel] defended apartheid (which was then still the law of the land in South Africa), which I found morally repugnant.. I wanted to give Peter the benefit of the doubt.. He said, with no facial affect, that apartheid was a sound economic system working efficiently, and moral issues were irrelevant"

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"It’s curious to some that the bank run somehow started before SVB’s public announcements on March 9. It’s almost as if a number of very lucky folk knew a great deal about what was going on before Joe Public did. And the same depositors who withdrew their funds had contractual agreements, which required them to keep their deposits at the bank or face severe penalties. Somehow, these depositors were so desperate to yank their deposits that they willingly violated those agreements and sustained the penalties. I am not sure what information these depositors learned that caused them to act so hastily without regard to their agreement and breach consequences. Call me cynical but I am also guessing that a number of those in the know were probably selling a boatload of SVB stock between February 28 and the evening of March 9."

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Green Car Congress: "Hynfra, a Polish company, has signed a framework cooperation agreement with Amarenco MENA, a major developer of renewable energy projects in the Middle East and North Africa and part of Amarenco Group. The strategic partnership is aimed at building infrastructure for the production of hydrogen and its derivatives, primarily ammonia, using electrolysis powered by clean energy resources"


H2 Central: "Ports of LA, Long Beach Join State Bid to be Federal Hydrogen Fuel Hub"


RU advances compared to three weeks ago

ps = ["Zalisnyanske","Orikhovo-Vasylivka","Bakhmut"]
u.sm_plot_ukr1('ukrdata/fl-0322.csv','ukrdata/fl-0304.csv', ps,clat=48.6,clon=37.8,zoom=0.04)


The show had advanced AI but at that time that could be possible; science would've moved beyond retarded neural nets by then (which is the current fashion).


Battlestar Galactica was good scifi - it brought more realism to the genre. It did away with "beam weapons", the ships were shooting physical objects at eachother.. Ships were powered by a fuel, something substantial, not "charged". The fuel, "tylium", had to be mined (when they ran low attempting to get more was two-ep long adventure).


Yahoo News: "Man dramatically escapes burning home after sudden e-bike explosion.. A house in Sydney's east went up in flames on Sunday night when an e-bike exploded in the garage, forcing one man to jump from the second-storey balcony to escape"


A previous share on the movie Cobra made a paralel to the "Scorpion Unit" of Memphis, to that special team, outsider, specialized cop mentality, "the heroes who do what others cannot", so forth.. Not picking on Stallone or that particular work, others from that era had similar movies, here's an Ahnuld one, tough guy tearing it up, there are drugged out people.. Very Reaganesque.


US pro wrestling resembles stunt work.. it's like bunch of stunt actors wanting to be movie stars. The fighting is likely how stunt actors fight except there are no camera tricks to gloss over the make-play parts - punch that doesn't connect, fall that doesn't look real.. Then wrestling is like theater form of Holywood movie action.


Docker software allows packaging of code that needs run together in a neat package, all code, utilities, even the OS itself. From AWS: " Similar to how a virtual machine virtualizes (removes the need to directly manage) server hardware, containers virtualize the operating system of a server"


OSS Programmer: "Docker is deleting Open Source organisations.. Yesterday, Docker sent an email to any Docker Hub user who had created an "organisation", telling them their account will be deleted including all images, if they do not upgrade to a paid team plan...

Docker was born in Open Source. We the community were their king makers, and now that they're turning over significant revenue, they are only too ready to forget their roots"


Smitsonian Magazine: "[In Europe] Germany started testing the world’s first hydrogen-powered passenger trains in 2018, going on to roll out a fleet in 2022. The German Coradia iLint trains, also made by Alstom, can reach speeds of 140 miles per hour. A single tank of hydrogen can last for more that 600 miles. Germany’s trains are a 'model for the rest of the world' and 'a milestone on the road to climate neutrality in the transport sector,' said Stephan Weil, president of Lower Saxony"


Smitsonian Magazine: "This summer, North America’s first zero-emission train will start running in Canada. The hydrogen-powered Train de Charlevoix will run a 90-minute route between ​​Parc de la Chute-Montmorency, the site of an almost 300-foot waterfall located just outside of Québec City"


PSG was bought in 2011 apparently when Qatar was feelin' good, on top of the world, before it got bitchslapped back to its place, woke up to reality started smelling coffee... Reality bites: you can't be a leader with tiny-ass landmass, little population, and no symbolic presence in the Islamic world to speak of (a "museum" designed by I.M. Pei doesn't count).


Yo the French team was on their ass, even with all that dubious shit they still could've taken the Cup.


Aah it makes even more sense now; Messi's pro team PSG is owned by Qatar, that could be another reason why FIFA/Qatar cheated in the final WC game to have Argentina win with Messi its captain.


H2 View: "Air Products and ENOWA to develop a hydrogen refuelling station in NEOM"


H2 View: "Viridis Bulk Carriers receives Approval in Principle for ammonia-powered vessel"


Brzezinski as in Mika Brzezinski, yes, his daughter - who Trump called "was bleeding from the facelift" during 2016 campaign. She is married to "Psycho Joe" (also per Trump) Scarborough, they have a little shitlib talk show on MSDNC. Both are of course ardent supporters of endless war in Ukraine until the last Ukranian dies. Mika's dad would've been proud.


Carter is one tough son of a bitch.. he is still alive isn't he (medically at least)? Sturdy mother.


A quick glance at a Zybybgybdy Brzezinski book reveals three words that are obviously key for US policymakers - Eurasia, Eurasia, Eurasia. ZB is the architect of US help to Afghan mujaheddin against the Soviets during the 80s, and was the NatSec advisor to Carter.

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Al Jazeera: "Russia overtakes Saudi Arabia as China’s top oil supplier"


TASS: "NATO seeking to split Eurasia to contain Russia and China but will fail — Putin"


They'll do whatever your deep state requires.

New York Post: "ISIS could hit US, West from Afghanistan in ‘under 6 months’ [CENTCOM commander Genera Kurilla]"


First Post: "US continues to use Islamic State terrorists to carry out attacks in Syria, claims Russia"


You get into conflict with US, and Daesh attacks you.. Strange

Al Monitor: "The Taliban governor of Afghanistan's Balkh province, known for fighting against Islamic State jihadists, was killed in a suicide attack"


Green Car Congress: "JCB publicly unveiled its new port fuel injected, 4.8L inline-four hydrogen combustion engine .. the company’s zero-carbon emissions solution for construction and agricultural equipment—at the Conexpo 2023 show in Las Vegas ... JCB is investing £100 million in the project to produce super-efficient hydrogen engines. A team of 150 engineers is working on the initiative and more than 50 prototypes have already been manufactured at JCB’s UK engine plant"


"@andrewdessler@mastodon.world

From the new IPCC report. This plot seems inconsistent with the oft-made claim that we're on track for 2.5°C of warming this century"

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"@gregpak@mastodon.social

This is no longer the Digital Age or even the Information Age.

This is the Bullshit Age"


Can't be mum on people that are on one side, always complain about leaders on the other side. If institutions of the "Rules-Based Order" are seen as taking sides, not being impartial, they'll become irrelevant.


And nothing on Netanyahu..?

The Guardian: "ICC judges issue arrest warrant for Vladimir Putin over alleged war crimes"


CNBC: "Fed poised to approve quarter-point rate hike next week, despite market turmoil"


"@Energy4Europe@respublicae.eu

The #HydrogenBank aims to unlock private investments in #hydrogen value chains, domestically + in 3rd countries, by connecting #renewableenergy supply to EU demand & addressing the initial investment challenges, offering growth opportunities and jobs!"


Techdirt: "Yes, The US Government Threatening To Block TikTok Violates The 1st Amendment"


Wunc.org: "North Carolina's Republican U.S. Senators have joined a bipartisan group that supports building a hub for hydrogen energy in the southeast... Southeastern utilities — including Duke Energy, Southern Company, and Dominion Energy — have formed a coalition to attract one of the hubs to the southeast"


"@Hypx@mastodon.social

BMW to make hydrogen-fuelled cars as it admits EVs won’t work for everyone"


Maybe another reason US estab doesn't like Medicare-for-All is it would hamper military recruitment for their endless wars. Who would sign up for the military as a grunt if everyone had enough money to live on and a proper health insurance?


On another video he says "I joined the military because I was poor". Military gives you a salary, food, shelter, healthcare (it puts u in situations that might be bad for health but anyway), why wouldn't he join?


Isiah James is speaking some truth

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Iraq War 20th year anniversary... Yippee-Ki-Yay mo--f--kas.


Comment: "[Referring to news] The group of banks proposes that those banks that chose to participate in the increased deposit insurance program should pay for that expanded insurance themselves, through an increased deposit-insurance assessment—this is a winning proposal"


Sustainable Bus: "TPER Bologna has published a tender for 127 fuel cell buses (with option for further 140)"


Forbes: "Speaker McCarthy Threatens Federal Probe If Trump Arrested"


They are right

BBC: "Prosecuting Donald Trump would be politically motivated, say Republicans"


Green Car Congress: "Cummins’ Accelera showcases Gen 4 fuel cell system.. At Con Expo, Accelera, the new brand for Cummins’ New Power business segment, showcased its fourth-generation fuel cell engine, which provides improved power density, efficiency and durability while delivering zero greenhouse gas and zero criteria air emissions"


"Union dues and typically hover around 1-2%. The most common structure sets dues as a percentage of gross earnings. If dues are 1%, workers pay $1 for every 100 dollar earned"


Investopedia: "In 27 U.S. states, 'right to work' laws allow non-union members to obtain the benefits of collective bargaining by unions without paying union dues. The laws serve to undermine union financing and organizing"


Democrats doing lefty things..? Hell has frozen over 😶

Yahoo News: "Democratic lawmakers in the upper chamber of the Michigan Legislature voted to repeal the state’s 2012 'right-to-work' law, which prohibits public and private unions from requiring that nonunion employees pay union dues.. it is expected to be signed into law"


F24: "Push for carbon-free hydrogen accelerates in US.. A source of renewable and storable energy, hydrogen is experiencing a breakthrough in the United States after years of sluggish growth as Biden administration climate policies spark major investments. 'America came from nowhere and now they're in the lead,' Mark Hutchinson, CEO of Fortescue Future Industries, said of America's ascent in renewable energy in general and hydrogen more specifically, at last week's CERAWeek energy conference in Houston, Texas"


I guess 'some city officials' wanted to maximize the amount of bribes they were earning, they opened up every possible square centimeter of the city to construction.


City green spaces as percentage of land (data source),

import pandas as pd
df = pd.read_csv('city_green.csv',sep='\t',index_col=['City'])
df = df.sort_values('Figure')
df['Figure'].to_csv('green-out.txt')

Output

Stanpoli is not doing good.


Future Meat, The world of meat substitutes, #DW

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H2 storage in carbon nanotubes

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Energy & Sustainable World: "[T]here are innovations on the horizon that will make large-scale production of hydrogen much more feasible. One such innovation is called Nanotubes. These tiny tubes can store large amounts of hydrogen gas at room temperature...

Another innovation involves attaching some nanoparticles (i.e., tiny particles) to some plastics; this makes them hydrophobic, which means they won't absorb any water or moisture. When these hydrophobic plastics are in contact with water, they release their stored hydrogen gas (H2) and then change back into their hydrophilic state"


The stock market is still overvalued, Wilshire above 190. Levels of around 100 would be normal. High FED rates can help get there. Same for housing prices. Housing is a huge part of CPI and PCE.

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Nasdaq and Russell have parted ways..

The Russell tracks small companies, Nasdaq is tech heavy. Tech companies are hurting likely due to contagion fears from SVIB, SB.