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[@MatthewWithy](/creator/twitter/MatthewWithy)
"@Ember421 @ScottLuft @RobertBoswall Ah. theres a guy who has built something and wondered. wait a second what % of the spend did Siemens (and fellow travelers) get here"  
[X Link](https://x.com/MatthewWithy/status/1979512627136233771) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-18T11:39Z XXX followers, XX engagements


"@snarky_mk Price presumably. Taking Permian gas and burning a bunch of it to run the compressors to liquify it then shipping it to the South Pacific then turning it into methanol then shipping it to wherever is not the most efficient supply chain you can imagine"  
[X Link](https://x.com/MatthewWithy/status/1974767980228858131) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-05T09:25Z XXX followers, XXX engagements


"@snarky_mk Methanex has recently made a big expansion to their plant in Geismar LA as well. *im assuming Permian but similar argument applies ex Qatar or NW Australia"  
[X Link](https://x.com/MatthewWithy/status/1974768488855257288) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-05T09:27Z XXX followers, XXX engagements


"@morganfrnchstgg @snarky_mk Giesmar X was reported at XXX ish USD billion for 1.8M tonne capacity. Brownfield too presumably shares some infra with existing trains. Compare to Motunui at approx 1.5M capacity. So the capex matters. But if youre underwater on opex its all irrelevant anyways"  
[X Link](https://x.com/MatthewWithy/status/1974772008778187177) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-05T09:41Z XXX followers, XX engagements


"@morganfrnchstgg @snarky_mk Methanex has form relocating plants too. The did two trains from Chile to Geismar 2013-2015"  
[X Link](https://x.com/MatthewWithy/status/1974772272390156691) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-05T09:42Z XXX followers, XX engagements


"This is also correct. Should I revise my opinion on the quality of Newsroom comments"  
[X Link](https://x.com/MatthewWithy/status/1978973253608837174) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-16T23:56Z XXX followers, XXX engagements


"@EricCrampton This is the most infuriating bit for me. Surely the developer is well placed to decide on their own risk tolerance here"  
[X Link](https://x.com/MatthewWithy/status/1979016630685339952) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-17T02:48Z XXX followers, XX engagements


"Controversial NZ Energy Qs: X - better if Tiwai closed in 2013 X - LNG imports lower global GHG emissions X - NZED sucked akshually X - Huntly enables decarb X - Onslow was a good idea X - Only shit businesses can't afford 200/MWh OK i've gone too far now"  
[X Link](https://x.com/MatthewWithy/status/1973338474297397557) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-01T10:45Z XXX followers, XXX engagements


"@StuartBDonovan @Clare1021895 Recently divorced leaving the kids in the house need somewhere to sleep X of X weeks Young single perfectly big enough. Couple - doesnt want to share a house Travels for work X of X weeks. Needs home base Starting a business - working lots all $ are going to business"  
[X Link](https://x.com/MatthewWithy/status/1979691746876592137) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-18T23:31Z XXX followers, XXX engagements


"@rustie5555 @bmwhocking Yeah. It's a totally fundamental question that speaks to what the purpose of the policy is. Not to mention - easy to anticipate the question would get asked"  
[X Link](https://x.com/MatthewWithy/status/1980101221626318885) [@MatthewWithy](/creator/x/MatthewWithy) 2025-10-20T02:38Z XXX followers, XX engagements