Lewis Jackson - Latest News and Information
Technology Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Engineers apply technology known as "tertiary recovery", injecting a mix of chemicals into oil reservoirs to "scrape the last grease off a plate"
The US spent 10 to 16 billion worth of munitions on the first four days of the conflict. https://t.co/KgFl3jqG7M
US government policy helps Chinese state owned oil companies buy sanctioned Russian crude wasn't on my prediction list for this year. https://t.co/JFPLk4VSxF
Elon Musk is buying billions of dollars worth of Chinese equipment to make solar panels in the US. Win-win cooperation as the Chinese would say https://t.co/JhBY1haWMq
As with fuel, so with fertilizers. If maintained, China will remove a major global fertilizer exporter (second largest in 2024) from the market already slammed by the closure of the Straits https://t.co/ecZOLrSkBL
China telling Southeast Asia it's ready to work together on energy security is a little... strange... given they're also banning all fuel exports (something Beijing has yet to publicly acknowledge) https://t.co/tm36jPLTKT
China's fuel export ban last week is already rippling through the region. Bangladesh, which relies on Chinese diesel and jet fuel, has come out and asked Beijing to honour its contracts. Australia imported a third of its jet fuel from China...
The Pentagon gets a rare earth deal with Lynas - the only reliable source of heavy rare earths outside China. They say they will be producing samarium - the stuff defence needs - by Q4 this year. https://t.co/Cjazr8r8sB
It was a big week for commodities in China. On the iran war we had a refined fuel export ban and a request to access commercial reserves. Meanwhile the China, BHP iron ore saga exploded into life again
China is expanding its ban on steel mills buying BHP iron ore again, adding another product to the blacklist. They've been negotiating for BHP for ~6 months now and there's no end in sight. This is the second ban in...
China has just ordered an immediate ban on refined fuel exports in March to manage any potential domestic fuel shortages. A week ago they asked refiners nicely and just targeted new contracts, so this is a step up
Re-reading the excellent Energy A Human History by Richard Rhodes and I'm struck by how much has changed re: EVs since it was published in 2018. BYD just announced a 777km range battery that charges in 12 minutes. Car's fast...
More vessels are re-routing from the strait carrying bauxite, alumina and iron ore for the region's aluminium and steel industries. We count at least nine with @Kpler data
Genetically modified crops are the dog that never barks in China. People are wary and there's very little of it outside animal feed. The next FYP is ambiguous. https://t.co/ixkR3lGCCI
China gives the all-clear for retail gas and diesel prices to rise in its regular price review. State media said it's likely to mean an additional ~RMB25 / US$4 to fill a tank https://t.co/x9kKlWXOn3
