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Amid Shortage Fears, ASP Isotopes Completes Drilling For Helium Project Ahead Of Schedule
Amid Shortage Fears, ASP Isotopes Completes Drilling For Helium Project Ahead Of Schedule
Shortly after we posted a breakdown on the incoming helium supply disruption from Qatar for our premium subscribers, ASP Isotopes announced that they had completed the well drilling required for Phase 1 of the Renergen Helium Project approximately four months ahead of schedule. The achievement marks a key operational milestone at the Virginia Gas Project in South Africa, substantially reducing execution risks for the planned helium and LNG production ramp.
The stock spiked higher on the news...
Drilling operations,...
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Jul 13, 2026 / Tyler Durden
Comfortably Bomb
Comfortably Bomb
By Michael Every of Rabobank
Hormuz update: Comfortably Bomb
Summary
The US-Iran MoU appears to have collapsed sooner than we had thought.
With both sides striking the other, US efforts will turn to ensuring energy can flow through Hormuz ‘the hard way’ via escorting ships through it.
For now, markets are saying the US can ‘comfortably bomb’ and ‘there is no pain’ even if the ‘MoU are receding’, mostly due to finite SPR drains and low Chinese oil imports.
That gives the US a window for action: if it can...
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Jun 1, 2026 / Tyler Durden
The Latest Graham Platner Scandal Could Be His Undoing
The Latest Graham Platner Scandal Could Be His Undoing
Graham Platner built his Senate campaign on a carefully curated image: the decorated veteran, the Maine oyster farmer, the working-class progressive who talks straight and fights for the little guy.
Despite a slew of scandals, including a Nazi-linked tattoo and many extremely problematic Reddit posts, Maine Democrats handed him the keys to one of their most coveted 2026 targets: the Senate seat held by incumbent Republican Sen. Susan Collins.
Gov. Janet Mills, who ran against Platner in the Democratic primary, launched attack...
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Apr 11, 2026 / Tyler Durden
Novorossiysk Restarts Oil Loadings At Reduced Capacity After Drone Strike
Novorossiysk Restarts Oil Loadings At Reduced Capacity After Drone Strike
By Julianne Geiger of OilPrice
Russia has restarted limited oil loadings at its Black Sea port of Novorossiysk after a drone attack earlier this week forced a full suspension.
Operations at the Sheskharis terminal resumed late Thursday, but only one berth is currently active. A single cargo of roughly 80,000 tons is expected to depart, well below the terminal's normal capacity of about 700,000 barrels per day.
The restart comes after the Monday strike that caused fires at a fuel terminal and damaged...
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