Is there a way to track product pricing?

I imagine part of the ARSMF pitch is there is a shortage of chemicals (fluorine gas, I assume, being one) that the company's raw materials will support. <<The global Fluorine Gas Market is expected to grow from USD 272.36 Million in 2026 to USD 395 Million by 2035>>

So ARSMF's success may depend on the extent to which demand stays high, keeping it competitive whether (or not) it is the low cost producer.

Would be handy to see:

  • the list of what chemicals ARSMF hopes to support

  • the market price for those chemicals. Are the prices rising?

Another thing about which I am shamefully ignorant is the processing side. I know with rare earths finding good ore is one hard part, but the harder part is purifying them into something useful. A lot of China's dominance in that market is it is the dominant refiner -- a complex, messy (polluting) business.

Refining is a whole separate business, but ideally ARSMF would do it, or have deals with someone who does. I have no idea where the processors are for the ore ARSMF will produce.

reddit.com
u/ChollyWheels — 7 days ago
▲ 6 r/ARSMF

Is there a way to track product pricing?

I imagine part of the ARSMF pitch is there is a shortage of chemicals (fluorine gas, I assume, being one) that the company's raw materials will support. <<The global Fluorine Gas Market is expected to grow from USD 272.36 Million in 2026 to USD 395 Million by 2035>>

So ARSMF's success may depend on the extent to which demand stays high, keeping it competitive whether (or not) it is the low cost producer.

Would be handy to see:

  • the list of what chemicals ARSMF hopes to support

  • the market price for those chemicals. Are the prices rising?

Another thing about which I am shamefully ignorant is the processing side. I know with rare earths finding good ore is one hard part, but the harder part is purifying them into something useful. A lot of China's dominance in that market is it is the dominant refiner -- a complex, messy (polluting) business. Where are the processors?

Refining is a whole separate business, but ideally ARSMF would do it, or have deals with someone who does.

reddit.com
u/ChollyWheels — 7 days ago
▲ 267 r/oil

FT: Oil traders warn market is close to running on empty as Hormuz shuts again

There's something comforting about seeing acknowledgment of reality -- even if there's no discussion of the consequences.

https://archive.is/20260715145955/https://www.ft.com/content/6c314457-ce9a-4689-b3e1-ff637de0d6bf

>The latest threat to Gulf crude exports comes after the International Energy Agency said on Friday that its member countries had released almost three-quarters of the planned 400mn-barrel emergency stock release that was announced in March, meaning there are only a few more weeks to go before those supplies to the market dry up.

>“We’ve burned through all of the buffers we had. Everything,” said one trader. “All of that’s now gone,” he said.

u/ChollyWheels — 9 days ago
▲ 3 r/acting

Accent question (is there a Southerner in the audience?)

Do you know what accent this is?

https://www.youtube.com/watch?v=vpz9Pvl8rq0

My guess is Georgia. Or Alabama? More South than West, I think, but I'm just guessing. I saved it thinking it might be useful to practice.

As a New York City Yankee is seems remarkable -- if I saw an actor doing it, I might think it was overdone, an exaggeration.

AHA he ends it saying he is a "Hillbilly from North Carolina."

u/ChollyWheels — 30 days ago
▲ 0 r/fusion

Sabine's summary of missed deadlines

https://www.youtube.com/watch?v=QVw5TKUil3o

A devasting summary of recent promises of demo fusion reactors, and how each promise has been postponed -- over and over.

From 20 years away (and always will be) to 3 years away (and always will be) is not progress. It's a failure accurately to measure our fundamental lack of understanding.

I will be delighted to be proven wrong -- the sooner the better -- but in 2007 I was pumped up on Bussard's cheery predictions and Eric Lerner's cheery predictions and later happy-talk from Lockheed-Martin's skunkworks, and etc. and etc. and in those nearly 20 years they all turned out to be delusionally optimistic. Bullwinkle moose trying to pull a rabbit out of a hat, always pulling out something else.

Oops, wrong hat!

And now TAE is owned by "Truth Social"? (in principle, if not closed yet). Seriously the whole field is tainted as much by that, as by 77 years of failure since Lyman Spitzer's 1st stellarator first started so optimistically.

u/ChollyWheels — 1 month ago
▲ 264 r/RealTesla

ARTICLE TITLE Peter Thiel thinks Elon Musk is a ‘fraud,’ and 6 other unexpected details about the billionaires' love-hate relationship

https://archive.is/20240902212957/https://www.businessinsider.com/peter-thiel-elon-musk-relationship-contrarian-book-max-chafkin-2021-9

<< A source who spoke to both men said that Musk thinks Thiel is "a sociopath," and Thiel considers Musk "a fraud." >>

COMMENT: they may both be correct.

<< "Whereas Thiel could be comically secretive, even among close friends, Musk was incapable of censoring himself," wrote Chafkin. "Whereas Thiel tended to think in terms of limiting risk, Musk was perpetually going for broke." >>

u/ChollyWheels — 1 month ago

Phone charger?

Anyone know if the Slate will have any way to charge a phone? USB port, or magnetic charger pad, or traditional "cigarette lighter" port, or even 120v plug?

Any of the usual solutions to provide a charge would work.

While this may sound like the kind of "fluff" SLATE.AUTO is proud to ditch, the car itself has no screen (except for the tiny one showing speed - not Internet connected).

So drivers will need to rely on the driver's phone -- for example, to find the next charging station. Having a phone go dead from lack of charge could be a serious problem.

reddit.com
u/ChollyWheels — 1 month ago

Death to BOAHAUS!

BOAHAUS 97 St. Marks

Anyone know the story with this place?

I hate to be the old crank calling the cops, but it's near midnight, and the thumping bass and kids having too much screaming fun out on the street is way too much. I need to record an actor's video reel and I can't hear myself think, and this racket is becoming nightly.

reddit.com
u/ChollyWheels — 1 month ago
▲ 6 r/fusion

What's up with http://www.talk-polywell.org ?

For anyone who doesn't know http://www.talk-polywell.org is (or was) a long standing (since around 2008) old-school (phpBB® Forum Software) bulletin board style forum for discussing nuclear fusion.

The name probably suggests being originally inspired by Bussard's Polywell, but discussions covered all players and technologies (including some unrelated fringe tech, like the EM drive). It's been quieter in recent years, but the level of discourse there is perhaps THE BEST online -- and with unparallel graciousness.

Now there's a Dreamhost message on the landing page: Site Not Found

YIKES!

Hopefully a temporary problem.

Anyone know what's going on? I'm surprise the site isn't already mentioned here.

reddit.com
u/ChollyWheels — 2 months ago

Retatrutide when Zepbound stops working

I started tirzepatide OVER 3 years ago, and lost weight on it very rapidly (290 down to 190 at my low -- about 15 lbs over my ideal weight, and the lowest I've weighed in 40 years). I titrated up to the max dose pretty quickly. But after about 1.5 years weight started creeping back up... slowly. Now I'm up to nearly 230. Yikes! Not horrible, but the trend is in the wrong direction.

This is a disappointment, but not a shock. It's story with many drugs, and in particular weight loss drugs -- after awhile, they work less well in some cases (some people seem to do fine on a low or intermittent dose).

So, what to do?

-- stop, and hope it's more effective if I return after a break. This risks major weight gain.

-- adjunctive therapy -- ADD something. Possibilities: Phentermine, Topamax, Cagrilinitude...

-- switch to something else.

Has anyone tried switching to Retatrutide when Zepbound becomes less effective? Did you wait a week or more after the last Zepbound dose, then start Retatrutide at the lowest starting dose for that drug? I do not know of any investigations along such lines, since Retatrutide is not yet on the market (and may never be approved for it)

reddit.com
u/ChollyWheels — 2 months ago

Retatrutide on Protide?

When I search https://protidehealth.com/ for Retatrutide the results show GLP-3.

I am supposed to assume that IS Retatrutide?

Orion, in comparison, lists Retatrutide actually under that name, but it's ordering system is a bit anxiety producing. I'd rather not give ANY company direct access to my bank account!

Background: I've been using legit Zepbound for over three years now (how precocious of me!) but after less than 2 years it stopped working as well, and the decline in benefits is continuing...

u/ChollyWheels — 2 months ago

SDST is a fallen angel of the  battery-grade lithium products class - lots of competition, decreased government support, and it crashed from a brief high of 159 to a recent price of under 3. It may be in danger of being delisted because the market cap is $27m (below the $35m, which is the requirement I think).

As of early 2026, the company has completed key engineering and permitting milestones for its planned 50,000 metric ton per annum (MTPY) capacity refinery -- nice story, but among many similar stories of big plans and ground breaking and no operations and the likelihood of more dilution ahead.

To me, the wild card is what the next months will bring -- if gasoline prices spike as madly as some predict. In that event, EVs may start looking much more appealing -- in an economy where fewer people are going to be able to afford rice & beans, let alone a new car. Another wild card is whether AI will crash, taking down electricity prices as the amazing achievements of AI are revealed not to justify the more amazing money spent on it.

So I lack conviction - having no idea how likely the people behind SDST have what it takes really to build a business, and soon. Might be worth a toss of the dice with a few bucks.

Thoughts?

reddit.com
u/ChollyWheels — 3 months ago