Bluesky appears to have entered some atypical rhythm this weekend.
Aaron Faanes
@parsegrapher.bsky.social
1.4K followers 2.4K following 2K posts
Millennial software engineer in Pasadena, CA. I write a lot about politics, Epstein and stuff when I find new details about that, and I like sharing references to shows, history, etc. I also can ramble a bit about software development. he/him
![my list of most likely affected products in north america if this goes on for another 2 months:
1. non-natgas fuels [higher cuts like gasoline and propane first]; propane is starting to show shortage here in NA, developing asia is basically turbofucked already due to heavy use of lpg as cooknig fuel. SPRs will be basically empty by september or so.
2. lubricants (round half of global motor oil was made in the gulf)
3. aluminum (price soaring, gulf was 10% of global aluminum)
4. ammonia/fertilizer (already in critical shortage, GCC was 1/3rd global urea supply). given weather (el nino), this years harvest is gonna suck.
5. plastics, particularly naptha-derived plastics (polyethylene and polypropylene are the two most common plastics, like half the market, and they are both from naptha) - my concern now is food packaging, i've got supply chain guys wondering where they're gonna get salad bags. lot of stuff will be moving to paper soon.
6. sulfur. basically all electrical metals refining (copper, cobalt, etc) requires this. GCC was half.
7. methanol; china uses a TON of this for all their olefin/alkene manufacturing processes, third of that is gone (think PET water bottles, polyester clothes...)
8. helium; essential for MRI operations and chip manufacturing, TSMC says they have enough to get through the summer. bout a third was supplied by qatar and it all got blowed up.
9. petcoke, but they're substituting with coal coke for now. this is dumb and bad for the machines but short-term fine.
Can't print molecules.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:j2kmiyhld5btzozgzwy3lc2m/bafkreihaljxm5enhnxp6ppptzumtrt5gmrcfbdhsl6p64dewdpgidzyal4)
