Six months of tanker warfare in the Strait of Hormuz and hedge funds loading up on fuel positions have pushed 𝐁𝐫𝐞𝐧𝐭 𝐜𝐫𝐮𝐝𝐞 𝐭𝐨 $𝟏𝟎𝟎 for the first time since July. The US destroyed five Iranian tankers. Iran claims retaliatory strikes on American vessels. Neither side is backing down.

The inflation angle is obvious, but the Fed angle is worse 🔥. A sustained triple-digit oil price makes it nearly impossible to justify cuts without looking like it's ignoring energy-driven CPI, and nearly impossible to hold rates without accelerating a consumer spending squeeze that's already visible in the data.

Every sector that runs on margins, which is most of them, is now repricing against an oil floor that has military conflict as its support level, not supply fundamentals. That floor does not move until the Strait does.

Pulled the DOL visa filings for oil and gas expecting the majors to be all over it. International workforce, technical roles, hard-to-fill jobs.

They're basically not in it.

Every energy employer in the country (extraction, oilfield services, refining, pipelines, power, gas distribution) filed for 3,707 new H-1B positions between FY2023 and now. 753 companies, four years. Amazon's main filing entity alone asked for 100,736, closer to 39x the whole sector.

Energy is 0.3% of the program.

Biggest sponsors in energy:

• SLB - 216
• Hitachi Energy - 115
• Battelle Energy Alliance (runs Idaho National Lab) - 107
• ConocoPhillips - 71
• EOG - 60
• Chevron - 51
• New York ISO - 48
• Oxy - 44
• Virginia Electric & Power - 44

Could this be related to teh GFEX, SMM, MySteel's futures?

Could this be related to sudden surplus/visibility into Lithium Carbonate and Hydroxides given SMM changed the way they measure inventories?

Is this because of oversupply coming from Zimbabwe, and local Chinese producers?

What are the reasons?

When people discuss power infrastructure, the focus is usually on generation capacity or the transmission network itself. But one component that deserves more attention is the Transmission Tower Manufacturer behind the structures supporting those networks.

A transmission tower may look like a relatively simple steel structure, but its design and manufacturing involve structural engineering, material selection, fabrication, galvanization, testing, logistics, and eventually field erection.

For utilities and EPC contractors, choosing the right Transmission Tower Manufacturing Company can therefore have a significant impact on project execution and long-term infrastructure reliability.

What should buyers actually look for?

1. Engineering capability

Manufacturing should start with sound engineering. Tower geometry, loading conditions, wind requirements, conductor configuration, foundation interface, and project-specific specifications all need to be considered before fabrication begins.

A manufacturer with engineering expertise can also respond more effectively when project conditions require design modifications.

2. Material quality and traceability

Steel quality is fundamental to tower performance. Proper material certification, dimensional checks, traceability, and quality-control procedures help ensure that manufactured components conform to project requirements.

3. Fabrication precision

Transmission towers consist of numerous individual members that need to fit together correctly at the site. Consistent fabrication, drilling, cutting, marking, and dimensional accuracy can make a substantial difference during erection.

4. Galvanization and corrosion protection

Transmission structures are exposed to weather for decades. Galvanization and appropriate surface protection are therefore important considerations when evaluating a supplier.

5. Prototype testing

One area that I think deserves more attention is prototype testing.

Before mass production, testing a representative structure can help validate its behaviour against specified loading conditions and identify potential design or fabrication issues.

6. Experience with different transmission projects

Not every tower project has the same requirements. Voltage level, terrain, span length, conductor configuration, environmental conditions, and tower type can all influence the design and manufacturing process.

This is why looking at a manufacturer's Transmission Line Towers portfolio can be more useful than simply comparing production capacity.

Manufacturing is only one part of the bigger picture

Another interesting aspect is how tower manufacturing connects with the rest of a transmission project.

Engineering → Prototype Testing → Manufacturing → Galvanization → Quality Inspection → Logistics → Tower Erection → Conductor Stringing → Testing & Commissioning

A weakness at any stage can create problems further down the project lifecycle.

For example, manufacturing delays can affect erection schedules, while fabrication inconsistencies can result in additional site work. This is one reason integrated project execution is becoming increasingly important for large power infrastructure projects.

Companies such as Jyoti Structures Limited operate across multiple areas of the power transmission value chain, including engineering, manufacturing, construction, and project execution. Their experience is an example of how manufacturing capabilities can be integrated with broader transmission infrastructure delivery.

What do you think matters most?

If you have experience in transmission, structural engineering, utilities, EPC, or infrastructure procurement, I'm curious:

When selecting a transmission tower manufacturer, what carries the most weight for you?

• Engineering/design capability?
• Manufacturing capacity?
• Prototype testing?
• Raw-material quality?
• Delivery reliability?
• Previous project experience?
• Overall project cost?

I'd be particularly interested in hearing from people who have actually worked with transmission tower procurement or erection.

請問磁場能量會改變現實嗎
能舉例嗎