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← A maritime chokepoint crisis permanently redirects long-term pipeline…

11 connected korrents · 12 moments from 18 May 2021 to 22 Oct 2026.

Everything filed under energy energy Everything filed under semiconductors semiconductors Everything filed under humility humility Everything filed under crypto crypto Everything filed under investing investing Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: A maritime chokepoint crisis permanently redirects long-term pipeline and terminal investment, not just short-term oil prices. A maritime chokepoint crisis permanentlyredirects long-term pipeline and terminalinvestment, not just short-term oilprices. Last stated 2 months ago 18 Sept 2026 BD Brad DeLong — holds since 2026-09-18 — tap for who they are Same subject: Power maneuvering over chokepoints increases the risk of broader confrontation. — tap to centre the map on it Power maneuvering over chokepointsincreases the risk of broaderconfrontation. Last stated 2 weeks ago 20 Oct 2026 HF Henry Farrell — holds since 2026-10-20 — tap for who they are Same subject: Key supply-chain chokepoints and interdependencies remain poorly understood and often only become visible once crises are underway. — tap to centre the map on it Key supply-chain chokepoints andinterdependencies remain poorlyunderstood and often only becomevisible once crises are underway. Last stated 6 months ago 27 Apr 2026 DC Diane Coyle — holds since 2026-04-27 — tap for who they are Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not fromthin air: it runs on water,minerals, ammonia and industrialplant. Last stated 4 months ago 30 Jun 2026 CS Chris Smaje — holds since 2026-06-30 — tap for who they are Same subject: A wealthy society cannot exist with a weak electrical grid. — tap to centre the map on it A wealthy society cannot exist witha weak electrical grid. Last stated 5 years ago 18 May 2021 MS Michael Shellenberger — holds since 2021-05-18 — tap for who they are Same subject: AI data centres are hastening climate change. — tap to centre the map on it AI data centres are hasteningclimate change. Last stated 2 weeks ago 22 Oct 2026 RR Robert Reich — holds since 2026-10-22 — tap for who they are Same subject: AI is infrastructure on a par with energy and the internet, because every application, company, industry and country uses it. — tap to centre the map on it AI is infrastructure on a par withenergy and the internet, becauseevery application, company, industryand country uses it. Last stated 10 months ago 8 Jan 2026 JH Jensen Huang — holds since 2026-01-08 — tap for who they are Same subject: American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. — tap to centre the map on it American manufacturing output cannotmeaningfully rise without firstbuilding large amounts of newelectricity generation. Last stated 2 years ago 6 Apr 2025 MH Molson Hart — holds since 2025-04-06 — tap for who they are Same subject: As Bitcoin's ecosystem matures and regulatory clarity increases, idiosyncratic 'Black Swan' shocks to its price will become less frequent. — tap to centre the map on it As Bitcoin's ecosystem matures andregulatory clarity increases,idiosyncratic 'Black Swan' shocks toits price will become less frequent. Last stated 2 years ago 24 Sept 2024 LA Lyn Alden — holds since 2024-09-24 — tap for who they are Same subject: New North Sea drilling will not lower home-heating bills; investing in heat pumps and insulation would be far better. — tap to centre the map on it New North Sea drilling will notlower home-heating bills; investingin heat pumps and insulation wouldbe far better. Last stated 2 weeks ago 21 Oct 2026 RR Rupert Read — holds since 2026-10-21 — tap for who they are Same subject: Nobody will finance new gas turbine factories, because paying one off takes twenty years of a market that solar and batteries will already have taken. — tap to centre the map on it Nobody will finance new gas turbinefactories, because paying one offtakes twenty years of a market thatsolar and batteries will alreadyhave taken. Last stated a year ago 15 Aug 2025 CH Casey Handmer — holds since 2025-08-15 — tap for who they are Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified inretrospect, so arguing about whetherone is happening now cannot besettled now. Last stated 11 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are
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At the centre A maritime chokepoint crisis permanently redirects long-term pipeline and terminal investment, not just short-term oil prices. Last stated 18 Sept 2026 · 2 months ago Holds Brad DeLong Read this korrent →