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@JZ281C Avatar @JZ281C 1JZ

1JZ posts on X about china, india, russia, countries the most. They currently have XXXXX followers and 4309 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence countries finance currencies travel destinations technology brands celebrities stocks nfts automotive brands social networks

Social topic influence china #1756, india #4703, russia #1778, countries #926, egypt, iran, france, pakistan #2727, gdp, drones #245

Top assets mentioned The Humanoids (thehumanoids) Occidental Petroleum Corporation (OXY) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"At some point even Vietnam will get tired of being a prop for Trump's humiliation rituals"
@JZ281C Avatar @JZ281C on X 2025-07-11 18:55:21 UTC 3642 followers, 4480 engagements

"@DeviousScorpios My thesis was basically if ROW export minerals to China they can maintain rapidly improving standard of living by importing used durables like EVs without investing much in industry or R&D"
@JZ281C Avatar @JZ281C on X 2025-07-18 17:45:02 UTC 3638 followers, XXX engagements

"Imagine if hundreds of suicide drones are manufactured right in the suburbs of DC or NY and launched against soft targets. How do you defend against that"
@JZ281C Avatar @JZ281C on X 2025-07-19 09:24:05 UTC 3647 followers, 32.8K engagements

"Russia in terms of population distribution is mostly an Eurasian steppe civilization"
@JZ281C Avatar @JZ281C on X 2025-07-20 15:11:00 UTC 3647 followers, XXX engagements

"@ijkTA1619 @farajalrashidi One potential approach is to drill much bigger (diameter-wise) wells with a collection of smaller drill bits on the perimeter. This would open up the possibility of changing bits at the bottom without pulling up the entire drill string"
@JZ281C Avatar @JZ281C on X 2025-07-18 16:17:28 UTC 3638 followers, XXX engagements

"Using currency units to measure MVA also distort true output value add since a lot of stuff like food processing will be inflated in countries like US. @GuthmannR did an adjustment based on physical output weighted by global prices"
@JZ281C Avatar @JZ281C on X 2025-07-18 21:09:04 UTC 3647 followers, 3148 engagements

"@ukrcherished They can't. West including France neuter the weapons they export to Arabs to give Israel a qualitative edge always"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:07:32 UTC 3647 followers, XXX engagements

"@ukrcherished Beyond Visual Range. Egypt has a crippled air force because the West refuse to sell them long range AA missiles so their aircraft are basically sitting ducks in a real war"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:12:23 UTC 3647 followers, XXX engagements

"@JohnDoe34631032 As long as China have enough military power to deter the US from solving its financing problems by military means US will face the situation where increasing military spending makes its financial situation worse"
@JZ281C Avatar @JZ281C on X 2025-07-18 18:50:38 UTC 3638 followers, XXX engagements

"In Argentina the government overrode indexed mortgage contracts to bail out debtors. This destroyed trust in the sanctity of contracts"
@JZ281C Avatar @JZ281C on X 2025-07-16 17:20:36 UTC 3624 followers, XXX engagements

"More for less is what happens when you put MBAs in charge. It's always about maxing ROI"
@JZ281C Avatar @JZ281C on X 2025-07-17 16:55:29 UTC 3638 followers, 3894 engagements

"US priority in the region is now to prevent Pakistan from completely falling into China's orbit"
@JZ281C Avatar @JZ281C on X 2025-07-21 16:09:50 UTC 3647 followers, XXX engagements

"Judging by the design of the PCB I think they just hacked something together and really didn't care about optimization. ESP32 is a popular hobbyist MCU so they went with it despite being complete overkill for this application"
@JZ281C Avatar @JZ281C on X 2025-07-21 18:43:48 UTC 3647 followers, XXX engagements

"This is just a weird remix of Huntington's Clash of Civilizations"
@JZ281C Avatar @JZ281C on X 2025-07-18 15:37:36 UTC 3647 followers, 3143 engagements

"For routine movement such as logistics cover seems to be the solution for now. Both sides are building covered roads. Future solution might be to create underground tunnels for logistics"
@JZ281C Avatar @JZ281C on X 2025-07-20 05:49:39 UTC 3647 followers, XXX engagements

"@Why__Knot @EKF110 Canadian oil sands is different from US shale. Canadian oil sands are expensive up front but opex breakeven is not that high. US shale has very fast depletion rates so they have effectively very high opex breakeven"
@JZ281C Avatar @JZ281C on X 2025-07-19 06:55:49 UTC 3642 followers, XXX engagements

"The consequence of the outcome of Op Sindoor is it invalidates Modi/Jaishankar's US-centric economic development strategy. India does not have enough to offer to the US to get what it wants from the US"
@JZ281C Avatar @JZ281C on X 2025-07-21 15:52:13 UTC 3647 followers, XXX engagements

"@Why__Knot @EKF110 Wind and hydro don't scale like solar does. To really scale solar is what matters"
@JZ281C Avatar @JZ281C on X 2025-07-19 05:39:03 UTC 3643 followers, XX engagements

"@DeviousScorpios That's my thesis. I wrote a thread about this but too lazy to look it up right now. ROW will get incredibly cheap consumer goods"
@JZ281C Avatar @JZ281C on X 2025-07-18 17:43:25 UTC 3638 followers, XXX engagements

"Russia can't afford to renew its air/naval power at scale. It is not long term financially sustainable to attempt to maintain so many different military industrial supply chains at such small scale"
@JZ281C Avatar @JZ281C on X 2025-07-19 08:21:08 UTC 3647 followers, 1107 engagements

"The problem with Moscow as the 3rd Rome is Roman civilization is fundamentally focused around the Mediterranean. Rome has a "Mare Nostrum""
@JZ281C Avatar @JZ281C on X 2025-07-20 14:50:51 UTC 3647 followers, 3134 engagements

"Chinese household savings reached 152T CNY by end of 2024. This is XXX% of GDP. US household savings was XX% of GDP in 1945. China's potential to increase consumption dwarfs that of the US of 1945"
@JZ281C Avatar @JZ281C on X 2025-04-06 15:46:49 UTC 3647 followers, XXX engagements

"China and India both have massive diasporas around the world in a way that Japan does not. In the age of social media cultures that have large global diasporas will have access to a ton of first hand info about foreign countries"
@JZ281C Avatar @JZ281C on X 2025-07-19 22:41:41 UTC 3647 followers, 4010 engagements

"If long range ballistic missiles used reusable 1st stage rockets intercontinental ballistic missile strikes could become incredibly cheap. You can fire thousands of rounds per day against targets on the other side of the world"
@JZ281C Avatar @JZ281C on X 2025-07-17 14:17:51 UTC 3638 followers, 1652 engagements

"This is an emerging consensus that homogenous GDP is not a good metric for understanding economies"
@JZ281C Avatar @JZ281C on X 2025-07-18 16:31:20 UTC 3638 followers, 1338 engagements

"@stupidlumpfish The tech path isn't quite as risky as fusion. It's about using back-contact tech to move the contacts to the back so you can afford to use copper instead of silver at the expense of thicker lines which matter less when you use back contact since it doesn't block the light"
@JZ281C Avatar @JZ281C on X 2025-07-19 07:02:10 UTC 3643 followers, XXX engagements

"@stupidlumpfish In the short run yes but low/no silver PV will enter mass production at some point in the near future. There was an interview with the CEO of Longi last year where he said that low/no silver tech is almost ready for mass production"
@JZ281C Avatar @JZ281C on X 2025-07-19 06:58:01 UTC 3647 followers, XXX engagements

"@Why__Knot @EKF110 US shale is far more responsive than oil sands so it is the first to ramp up/down in response to price changes"
@JZ281C Avatar @JZ281C on X 2025-07-19 06:56:27 UTC 3643 followers, XXX engagements

"🤣🤣🤣 Jackie Chan should really warn kids to not try this at home"
@JZ281C Avatar @JZ281C on X 2025-07-17 14:03:56 UTC 3623 followers, XXX engagements

"@yieldsearcher USD as GRC was more powerful in the past 1998-2010. What is propping up the USD is now increasingly a combination of high yields + high equity market returns. Return insensitive reserve accumulation is not a major factor today"
@JZ281C Avatar @JZ281C on X 2025-07-17 04:50:42 UTC 3647 followers, 12.9K engagements

"I pulled up data on CN defense spend in the 1990s. Post-1994 currency devaluation USD/CNY stabilized at XXX for rest of the 1990s. So 1996 was $8.6B vs $255B for the US"
@JZ281C Avatar @JZ281C on X 2025-07-02 00:05:39 UTC 3631 followers, 1474 engagements

"@yieldsearcher USD/CNY USD/JPY. My take is that sharp move in 2022 was the squeeze"
@JZ281C Avatar @JZ281C on X 2025-07-17 13:47:37 UTC 3623 followers, 1203 engagements

"Preparing for WW3 is mostly a matter of maintaining insane levels of industrial overcapacity in peacetime"
@JZ281C Avatar @JZ281C on X 2025-07-17 14:21:54 UTC 3638 followers, 1125 engagements

"Iran has 90M people while Russia has 140M. As legacy from USSR depreciate over time Russia will converge toward XXX% of Iran in terms of military power"
@JZ281C Avatar @JZ281C on X 2025-07-19 08:30:04 UTC 3647 followers, 1762 engagements

"If we look at solar China make up 4/5 of global solar panel production and 2/3 of installation. Since solar is far less constrained by geology/geography than oil the growth runway will be much longer"
@JZ281C Avatar @JZ281C on X 2025-07-19 04:08:47 UTC 3646 followers, 1407 engagements

"@KuittinenPetri @KobeissiLetter Trump plans to devalue USD with rate cuts. Countries that depend on exports to US will have to work for less relative to commodities they need to import. It's basically a pay cut for all US suppliers"
@JZ281C Avatar @JZ281C on X 2025-07-02 16:50:46 UTC 3643 followers, XXX engagements

"India has to be able to force direct Chinese intervention in Pakistan to be a strategic asset to the US. In the event that an US/CN war breaks out can India force CN into a X front war Sindoor answered that question in the negative"
@JZ281C Avatar @JZ281C on X 2025-07-21 15:44:13 UTC 3647 followers, XXX engagements

"@Why__Knot @EKF110 No US shale is terrible business. It was a total bloodbath for investors during its high growth phase. It was only in the past X years or so that investors in US shale got a break as the shale drillers learned to have some capital discipline"
@JZ281C Avatar @JZ281C on X 2025-07-19 06:33:52 UTC 3634 followers, XXX engagements

"@ijkTA1619 @farajalrashidi My view is deep drilling tech is kind of like the oceanic sailing tech that allowed colonization of the New World. Once this tech is developed and commoditized it will open up huge new resource base"
@JZ281C Avatar @JZ281C on X 2025-07-18 16:08:12 UTC 3638 followers, XXX engagements

"What fundamentally brings China and India into conflict is India's ambitions to contest Chinese leadership in tech/industry"
@JZ281C Avatar @JZ281C on X 2025-07-18 17:02:35 UTC 3638 followers, 3346 engagements

"Modernization is fundamentally a political problem. The key issue has always been class conflict. Most stagnation in the world is caused by an elite that turn their societies feudal in order to entrench their status and privileges"
@JZ281C Avatar @JZ281C on X 2025-07-18 04:13:59 UTC 3647 followers, 5666 engagements

"@teortaxesTex You can have a small cart that bring the batteries to the humanoids like coffee takeout in a large factory to save walking time"
@JZ281C Avatar @JZ281C on X 2025-07-18 19:47:43 UTC 3642 followers, XXX engagements

"What is remarkable is CN still has deflation despite the massive devaluation vs USD in 2022. If CNY didn't devalue vs USD the deflation must be insane"
@JZ281C Avatar @JZ281C on X 2025-07-17 13:50:52 UTC 3623 followers, XXX engagements

"@ukrcherished Russia is already facing new problems with Azerbaijan. They don't have the resources to fight with China over Central Asia"
@JZ281C Avatar @JZ281C on X 2025-07-18 15:56:35 UTC 3640 followers, XXX engagements

"@ukrcherished The main issue is really division of labor in R&D/industry. You cannot sustainably maintain all the different branches of modern military-industrial complex with 150M people"
@JZ281C Avatar @JZ281C on X 2025-07-19 15:28:11 UTC 3647 followers, XXX engagements

"@DeviousScorpios A new BYD Seagull right now is 58800 CNY XX% of that is 23520 CNY which is $3200. If 5Y old EVs are exported at those prices in large numbers it would make driving affordable for a lot of relatively poor people around the world"
@JZ281C Avatar @JZ281C on X 2025-07-18 18:04:19 UTC 3640 followers, XXX engagements

"@JSnorzy China exported XXX GW of solar and domestically installed XXX GW of solar in 2024. CN doesn't really need the export revenue so letting the market allocate such a major fraction of output to exports is not ideal"
@JZ281C Avatar @JZ281C on X 2025-07-19 07:23:05 UTC 3643 followers, XXX engagements

"If you look at the development problem of India the fundamental issue is no one wants to be exploited and everyone fights for their own present benefit. The result is the country as a whole accumulate capital very slowly"
@JZ281C Avatar @JZ281C on X 2025-07-20 12:04:46 UTC 3647 followers, XXX engagements

"@ukrcherished Yes Saudi air force is kept at qualitative disadvantage vs IAF"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:09:34 UTC 3647 followers, XXX engagements

"@ukrcherished Big problem for Egypt is West cannot be counted on for support if Israel decides to grab Sinai by force. West have thus far supported Israel even when Israel is the aggressor like in Syria"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:16:00 UTC 3642 followers, XXX engagements

"@FINKANKVDSELLER Yeah that's my point why make everyone commute to the office to work remotely"
@JZ281C Avatar @JZ281C on X 2025-07-14 19:54:39 UTC 3641 followers, 5342 engagements

"In some ways funding basic R&D is a jobs program for surplus STEM people. It keeps STEM people working on STEM things and not making coffee or apps"
@JZ281C Avatar @JZ281C on X 2025-07-12 01:32:38 UTC 3642 followers, 1958 engagements

"@Why__Knot @EKF110 Take Occidental Petroleum which is one of the better run companies that didn't go bankrupt. Even if you sample from the survivor/success pool OXY paid out $33/shr in dividends since 2010 while increasing net debt/shr by $XX during same period. Share price went from $XX to $45"
@JZ281C Avatar @JZ281C on X 2025-07-19 06:39:39 UTC 3639 followers, XXX engagements

"In the 1st half of the 20th century the US made up of 60-70% of global oil production. This was the foundation of American military-industrial achievements of the 1940s-1950s"
@JZ281C Avatar @JZ281C on X 2025-07-19 04:00:35 UTC 3647 followers, 4045 engagements

"There is a bigger context. Modi/Jaishankar wanted to align with US this requires that India prove its strategic value to the US. US wants to contain China so India has to prove its value in the military domain in order to have chips to negotiate in the trade domain"
@JZ281C Avatar @JZ281C on X 2025-07-21 15:26:46 UTC 3647 followers, 2916 engagements

"@qu4ntumsqu1rrel Problem is nuclear thus far hasn't scaled well. The tech is cool but empirically nuclear energy just haven't lived up to the hype"
@JZ281C Avatar @JZ281C on X 2025-07-19 22:37:59 UTC 3642 followers, XXX engagements

"Modern Atlanticist West essentially regard the North Atlantic as their Mare Nostrum. Moscow doesn't have that"
@JZ281C Avatar @JZ281C on X 2025-07-20 14:52:35 UTC 3647 followers, XXX engagements

"China is big. Development challenges and opportunities are not scale invariant. You can't just compare China with arbitrary other countries without accounting for the difference in size. In practice there is only X other country that is comparable to China and that's India"
@JZ281C Avatar @JZ281C on X 2025-07-20 17:59:37 UTC 3647 followers, 15.7K engagements

"@JSnorzy Solar is like semiconductors. In theory late comers can catch up but it is very hard because the leader can maintain a tech/capacity gap if they don't slack off. So if US grows at 30%/year and China also grows at 30%/year then the relative share doesn't change"
@JZ281C Avatar @JZ281C on X 2025-07-19 07:04:58 UTC 3642 followers, XXX engagements

"Just the crust average XX km thickness. XX% of Earth's surface is ocean. Very little of the Earth's mineral resources have been discovered or exploited"
@JZ281C Avatar @JZ281C on X 2025-07-18 14:59:39 UTC 3638 followers, 1604 engagements

"@JohnDoe34631032 China intends to take the whole world from the US not just the Pacific. This is why G2/sphere of influence won't work"
@JZ281C Avatar @JZ281C on X 2025-07-18 18:21:09 UTC 3638 followers, XXX engagements

"Trust is also an asset. It will take time for trust to be depleted. Once trust runs out it will take generations to restore"
@JZ281C Avatar @JZ281C on X 2025-07-16 17:18:29 UTC 3624 followers, XXX engagements

""American Intellectual" is going to become a comedy skit character. This man is bald wears glasses and fancies himself an intellectual and yet🤣🤣🤣"
@JZ281C Avatar @JZ281C on X 2025-07-20 12:27:00 UTC 3647 followers, 2098 engagements

"The Epstein case is like the opposite of Gorbachev's Glasnost yet it has the same effect of shattering people's faith in the system"
@JZ281C Avatar @JZ281C on X 2025-07-18 14:02:40 UTC 3643 followers, 3021 engagements

"@DeviousScorpios If Chinese consumers are incentivized to sell their used EVs at X years and these used EVs are exported the domestic market can support 100M+ sales/year. This would create unbeatable economy of scale"
@JZ281C Avatar @JZ281C on X 2025-07-18 17:59:35 UTC 3640 followers, XXX engagements

"@yieldsearcher Commodity inflation is very bad for us though"
@JZ281C Avatar @JZ281C on X 2025-07-16 11:59:38 UTC 3615 followers, XXX engagements

"@JohnDoe34631032 The analogy I like to use is an underwater wrestling match. China doesn't have to physically beat the US it just have to force the US to expend oxygen faster"
@JZ281C Avatar @JZ281C on X 2025-07-18 18:52:02 UTC 3638 followers, XXX engagements

"Why ESP32 Anti-tank mines don't need Wifi"
@JZ281C Avatar @JZ281C on X 2025-07-21 16:56:59 UTC 3647 followers, 1196 engagements

"@JSnorzy @ijkTA1619 That's fine. Modi had to be given a face saving exit ramp. Part of that was convincing Indian public that India won"
@JZ281C Avatar @JZ281C on X 2025-07-18 06:05:50 UTC 3632 followers, XXX engagements

"US produces XXX F-35/year. China produce XXX J-20 + 24-48 J-35/year. XX F-35 is X months worth of stealth fighter production by the big powers. Iran is not facing a major military power here"
@JZ281C Avatar @JZ281C on X 2025-06-18 18:18:21 UTC 3646 followers, 1791 engagements

"The big risk I see for US and Canada is the past generation have rewarded so many for over-leveraging that the political incentives now overwhelmingly favor bailing out debtors"
@JZ281C Avatar @JZ281C on X 2025-07-16 16:53:03 UTC 3624 followers, 1724 engagements

"There is a major head wind for nominal manufacturing value add on a global basis because China is rapidly deflating the cost of manufactured products globally via massive investment in renewable energy + automation"
@JZ281C Avatar @JZ281C on X 2025-07-17 06:55:35 UTC 3623 followers, 2741 engagements

"Unless CNY appreciates significantly CN will keep running up bigger surpluses because all the industrial upgrading is deflating costs in China much faster than ROW"
@JZ281C Avatar @JZ281C on X 2025-07-14 21:51:01 UTC 3628 followers, 6466 engagements

"@XH_Lee23 $285k each. This is actually pretty affordable"
@JZ281C Avatar @JZ281C on X 2025-07-16 20:17:47 UTC 3634 followers, XXX engagements

"This was my point as well. If you give more time + tool + online search access it completely changes the game"
@JZ281C Avatar @JZ281C on X 2025-07-20 05:23:03 UTC 3647 followers, 1663 engagements

"In terms of population scale Russia is basically France + Germany. The problem is Russia's military ambitions are far greater than France + Germany"
@JZ281C Avatar @JZ281C on X 2025-07-19 08:24:11 UTC 3647 followers, 1733 engagements

"From a society perspective is it a better allocation of STEM human capital to research a new type of aircraft propulsion with no immediate application or to build yet another meal delivery app"
@JZ281C Avatar @JZ281C on X 2025-07-12 01:37:39 UTC 3642 followers, 2153 engagements

"@ukrcherished Hard to say at this point. There are rumors that Egypt ordered J-10C + PL-15E package but it's not official. There are signs that Egypt is moving closer into China's orbit with the various currency/financial linkage deals so high end arms sales are not impossible"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:15:07 UTC 3647 followers, XXX engagements

"Electric power is 1/10 the cost of diesel. AI powered self-driving mining trucks that work XX hours a day replacing human driven trucks powered by diesel. Everything from housing to energy to transportation is deflating in China"
@JZ281C Avatar @JZ281C on X 2025-07-14 21:55:15 UTC 3622 followers, 1251 engagements

"@ukrcherished This is why it's so awkward for Russia. It's a major step down from the relative power of the Soviet Union. Russians don't think of themselves as XXX% of Iran they think they should be a lot more powerful than that"
@JZ281C Avatar @JZ281C on X 2025-07-19 15:26:29 UTC 3647 followers, XXX engagements

"The long run industrial output distribution will approximate the share of renewable energy capacity because all other sources of energy will be rounding errors in the long term"
@JZ281C Avatar @JZ281C on X 2025-07-18 21:05:06 UTC 3639 followers, 2462 engagements

"@soma_as_moon7 @normie_lib Yeah I think good urban transport infrastructure is a major factor. Per worker delivery productivity is way higher with good transport infrastructure"
@JZ281C Avatar @JZ281C on X 2025-07-20 06:36:57 UTC 3643 followers, XXX engagements

"@ukrcherished China first sold J-10C to Pakistan in 2022. The availability of truly modern non-Western air weapons is extremely recent"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:42:45 UTC 3647 followers, XXX engagements

"@ukrcherished Pakistan is drifting into China's orbit over time. Pakistan use Chinese gear for all high end stuff now. US is only willing to sell Pakistan really outdated stuff"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:36:58 UTC 3647 followers, XXX engagements

"@ukrcherished Right now J-10C sales to Egypt is still not officially confirmed. If and when it happens it will be the first time Egyptian air force acquire BVR air combat capability"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:08:47 UTC 3647 followers, XXX engagements

"@ukrcherished From 1985-2020 pretty much the best available air weapons in the ex-Israel MENA region were downgraded American/French equipment"
@JZ281C Avatar @JZ281C on X 2025-07-19 16:40:27 UTC 3647 followers, XXX engagements

"This is part of transition to urban-industrial civilization. Activities like mining agriculture forestry will become increasingly mechanized automated remote controlled so you don't need rural population for economic purposes"
@JZ281C Avatar @JZ281C on X 2025-07-17 15:14:50 UTC 3642 followers, 2797 engagements

"@ukrcherished India wants to have maximum flexibility in suppliers. Many 3rd world countries do this. Egypt flies F-16 from US Rafale from France MIG-29 from Russia and just reportedly ordered J-10C from China"
@JZ281C Avatar @JZ281C on X 2025-07-19 15:59:16 UTC 3647 followers, XXX engagements

"Chinese households have 152T in savings but in order for them to actually spend that money without generative excessive inflation there has to be industrial and energy generation capacity to match that level of consumption"
@JZ281C Avatar @JZ281C on X 2025-04-06 15:48:47 UTC 3647 followers, XXX engagements

"@ukrcherished India just paid $7.4B for XX Rafale-M. That's around $285M/each. Some how corrupt 3rd world countries like to overpay for fighter jets from France"
@JZ281C Avatar @JZ281C on X 2025-07-19 15:50:44 UTC 3643 followers, XXX engagements

"@EKF110 @JSnorzy That ceiling is extremely high. At current rate of solar efficiency improvement we can increase total global power output by 1000x over the next XXX years just by covering XX% of the Earth's surface with solar panels"
@JZ281C Avatar @JZ281C on X 2025-07-19 07:16:32 UTC 3638 followers, XXX engagements

"@Why__Knot @EKF110 The Saudis can produce oil profitably at $20/barrel. If global oil consumption fall by half and the only people who can produce oil profitably are the Gulf selling at $20/barrel oil will become a much less significant commodity in monetary terms"
@JZ281C Avatar @JZ281C on X 2025-07-19 08:25:50 UTC 3642 followers, XXX engagements

"For non-routine movement like offensive the current solution is speed + stealth. 1-2 man on small motorcycles covered in thermal blankets at night"
@JZ281C Avatar @JZ281C on X 2025-07-20 05:50:58 UTC 3642 followers, XXX engagements

"@JohnDoe34631032 If you look at the US they have no territorial disputes with China and yet rise of China is considered a major threat. Even without territorial disputes the existence of a tech/industrial peer is a major threat"
@JZ281C Avatar @JZ281C on X 2025-07-18 18:08:06 UTC 3638 followers, XXX engagements

"I have the opposite thesis. China has unlocked a new industrial revolution that will be greater than the sum of all previous industrial revolutions with renewavle energy"
@JZ281C Avatar @JZ281C on X 2025-07-18 21:03:53 UTC 3647 followers, 40.1K engagements