Nathan Jessep

No, TBD on whether the counteroffensive accomplishes anything meaningful. This is the real point. Ukraine's army has been reloaded a couple times. The counteroffensive was the most significant one and at this point all brigades have been committed with significant losses in equipment and men. How many times can the smaller country sustain this without our direct involvement considering that Russia has ramped up their military machine? We have to escalate involvement or things are going to go bad.

East, minimally. But who's reloading, or even has the capacity to reload? The truth hurts. Don't blame me, blame the Putin apologists at the NYT.

Agree on the first point. TBD on the second. Gains have been disappointing and far less than expected if anyone is being honest. Especially when you consider, what armor and equipment are we going to commit next? This was the big shot and it hasn't landed. The next step is an increase in involvement or exit ramp imo. Dirt controlled is important but when your population and fighting force is a fraction of the size of your adversary then men and equipment can mean even more.

Barrel shortage? According to whom? The same sources that told you they were almost out of missiles or that the sanctions were working? The information we are generally being fed WRT to this war appears to be faulty. Occasionally you get drips out of major media outlets like today that tell a different tale. They're quickly brushed aside in favor of dog memes or PR stunts. Case in point. Dog memes and "good PR" don't win wars. Men and weapons do. As the conflict stands now Russia has more of those than Ukraine and the gap looks to be widening especially considering the rumored Russian mobilization. We will need to get more directly involved and get on a true war footing to stop Ukrainian defeat. If we can't muster the support for that, theyre screwed.

How is it failing? Sanctions are working? A couple interesting sections. "American and Western officials say there is some good news. Russian production is still not keeping pace with how fast the military is burning through ammunition and wearing out equipment. For example, even though Russia is on pace to produce two million rounds of ammunition a year, it fired about 10 million rounds of artillery last year. That has led Moscow to desperately search for alternative sources to increase its stocks, most recently by trying to secure a weapons deal with North Korea, U.S. and Western officials said." But here's the kicker from earlier in the piece. "Western officials also believe Russia is on track to manufacture two million artillery shells a year — double the amount Western intelligence services had initially estimated Russia could manufacture before the war. As a result of the push, Russia is now producing more ammunition than the United States and Europe. Overall, Kusti Salm, a senior Estonian defense ministry official, estimated that Russia’s current ammunition production is seven times greater than that of the West." Seven times. wtf It seems pretty clear that the West has to escalate involvement significantly otherwise Ukraine is fucked as it stands now. Perhaps should have negotiated as Milley suggested when Russia was on back foot.

WTF Happened In 1971? plenty of interesting charts available there or here's a good one from today's Twitterzzz

He claims, after the fact, that if White House had requested it he would’ve done it.

But they're postponing their own elections now. Al Qaeda attacked us directly. Disinfo is everywhere. Unfortunately, after all the touching stove moments it's left up to individuals to try to decipher what's right or wrong.

The article linked directly stated that there was a problem transmitting electricity from wind generation in south texas to the rest of the state. That’s one of the basic problems with renewables. Electricity is generated far from the users. I’ve seen that California forecasts $30B just in transmission buildout to meet net zero.

Yeah it’s one of the “firming” costs associated with renewables. It will cost Billions to build out. People will question why their electricity costs more. And so on.

Everyone complaining about your bills, please refer to DAHobbs LCOE charts for comfort. The word is things are going to turn around the more we get renewables. Thank you for your understanding.

I like how seeking clarification on some gaudy numbers gets you accused of being some dipshit crypto poster. Seems that you’re a little embarrassed you got emotionally triggered by some obviously off numbers. You must be easily duped. A little healthy skepticism is always warranted.

Thanks for the explanation. Typical contemporary news story. Outrage achieved. Clicks attained. Mission accomplished.

Let me get this straight. This is complicated to me. We just hit a demand record of ~85GW the other day. Bitcoin mining is up to 33GW of usage? So bitcoin mining is almost 40% of capacity, but when needed they turn off and give power back to the grid for money? These seem like crazy numbers. I guess the flip side is how much of that capacity would be profitable and running for ercot if there weren’t bitcoin miners using the electricity at lower demand times.

Policy makers are such cheap whores. 6 figure bribe or speaking engagement and they spread em wide for whatever they want. Pathetic.

The full episode was worth watching. These people are psycho.

I hope I’m not jinxing myself, but I’ve never come close to shitting myself. Sounds a nightmare experience for this woman, but I don’t see how you don’t make it to a bathroom.

Be advised. The oracle has spoken https://x.com/jimcramer/status/1699354605073621055?s=46&t=uKnL2agxvSx0rJZI2y3iWw It's September, do not trust any rally unless the yield on the 10 year drops and oil loses at least $3

Top economist here calls the increase “stunning”. Maybe he should’ve logged onto Surly and DM’d @StassneyHornto get the obvious news. https://x.com/jasonfurman/status/1698391469881455098?s=46&t=uKnL2agxvSx0rJZI2y3iWw

Uh oh. There's that word again. Expenditures up 16%, revenues down 7%. My dude.

https://x.com/axios/status/1698747295582359704?s=46&t=uKnL2agxvSx0rJZI2y3iWw The federal deficit is expected to nearly double this year, from about $1 trillion last year to $2 trillion for the fiscal year ending Sept. 30.

stop apologizing. If people can’t handle someone they don’t like, agreeing with them on this then they can pound sand.

I’m glad things are slowly turning, but it is nonsensical to say that attrition plays to Ukraine’s strengths. Have to hope the slow moving grind eventually causes big break because Ukraine cannot afford the same losses in manpower and equipment they’ve had the last 3 months proportionally all the way to the Sea of Azov.

If you’re winning, i don’t see how it can be a good thing to have unplanned changes in leadership. Hopefully the new guy doesn’t rock the boat too much.

Can you imagine tying your energy security to an authoritarian adversary? Yikes