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Four months after modeling three scenarios for US gas scarcity, all three are obsolete. The Strait of Hormuz is closed, 19% of global LNG supply is offline, and the era of "and" ended on February 28, 2026. Here's the revised thesis.

Written By: MarcPublished on: March 29, 2026
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I built Conrad: a fully autonomous, self-improving AI agent that discovers investors, drafts outreach, processes inbound replies, turns user feedback into GitHub PRs, and updates itself every day. Here's the full technical breakdown of how it works, end to end.

Written By: MarcPublished on: March 20, 2026
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