Social•Mar 9, 2026
Oil Surpasses $100 Amid Middle East Conflict, Markets Unsettled
Capital Markets Remain Unsettled with Oil Above $100: The Middle East war continues to dominate the investment environment. The dollar is firm. Equities are lower. Yields are higher. The disruption of trade through the Strait of Hormuz is forcing oil… https://t.co/tsqCenbEFl https://t.co/WqnGn4Acgl
By Marc Chandler
Social•Mar 9, 2026
Refunding I
From this morning's WSJ Logistics email - 4.4 million man-hours required under the current system to refund each of 53 million entries by more than 330,000 importers for IEEPA tariff payments, according to U.S. Customs and Border Protection
By Cathy Morrow Roberson
Social•Mar 9, 2026
Firm Buying Trump Tariff Refund Claims Sparks Humor
I just saw this ad for a firm purchasing trump tariff refund claims. 😂 https://t.co/by8DMKMKjF
By Steven Spencer
Social•Mar 9, 2026
Gulf's Power Tied to U.S. Defense, Not Independence
The Gulf countries are just as strong as the USA because it is the US that agreed to DEFEND them…. So, all of them combined just fall under the US…. Iran is already fighting their protector, so it can literally...
By Kudzai Mutisi
Social•Mar 9, 2026
War-Fueled Tanker Boom Drives TEN’s Profit Surge
TEN expects profit windfall amid war-fuelled tanker boom ▶️Tankers on time charters with profit-sharing arrangements include seven suezmaxes and two VLCCs ▶️War risk insurance rates have jumped by as much as 500% in a week, according to leading owner ▶️New York-listed owner triples...
By Sal Mercogliano
Social•Mar 9, 2026
Chinese EVs Dominate Mexico, Indonesia; Lag in US
Where Chinese EVs Are Selling the Most Worldwide -Chinese-made BEVs account for nearly 90% of Mexico’s EV sales and over 60% in Indonesia. -They represent 26% of UK sales but remain below 1% in the U.S. #China #techwar #chips #tech @baoshaoshan @thecyrusjanssen @DOualaalou @lajohnstondr @PSTAsiatech https://t.co/jrAAoNFbNo
By Richard Turrin
Social•Mar 9, 2026
Iran's Tanker Strike Claim Disproved; Vessel Off Mozambique
"Iran Claims to Strike Tanker for Running Strait of Hormuz Blockade" Unfortunately, @Mar_Ex is following this trend of believing the IRGC. The tanker Prima is off the coast of Mozambique and no where near the Persian Gulf or Strait of...
By Sal Mercogliano
Social•Mar 9, 2026
U.S. Becomes Net Energy Exporter, Yet Oil‑Price Sensitive
One of my higher conviction views: the US is now a net energy exporter (LNG more than oil) but it is best understood as an oil importer that is uniquely sensitive to oil price swings. 1/
By Brad Setser
Social•Mar 9, 2026
U.S. Arms Ukraine, Gains Profits, Influence, and Strategic Edge
And I’d like to remind everyone that not so long ago, by helping Ukraine with weapons, America was: - securing valuable contracts for its own defense industry and spending a large part of U.S.-Congress-allocated funds in America - gaining massive global advertising...
By Illia Ponomarenko
Social•Mar 9, 2026
Brent Surge Drives Spike in VIX Correlation
BIG OIL MOVES = FUEL FOR HIGHER CORRELATIONS Front-month Brent up ~55% over the past month. VIX contingent on Brent front-month futures +/- 50% in 1M: Median: 33.9 Average: 44.4 Max: 76.5 Min: 27.6 Current: 32.2
By Luke Kawa
Social•Mar 9, 2026
Shadow Fleet Faces Shutdown Within Months, Europe Leads
The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time – months at most – before the entire fleet is shut down. Full...
By Peter Zeihan
Social•Mar 9, 2026
German Gas Prices Surge to €60/MWh, Sixfold US Cost
Good Morning from Germany, where spot gas prices have surged to above €60 per megawatt hour. That makes natural gas roughly 6 times more expensive here than in the US. https://t.co/4kxjaKHMGh
By Holger Zschaepitz
Social•Mar 9, 2026
Saudi Cuts Oil Output; Shipping Bottleneck, Not Supply
*SAUDI ARABIA STARTS OIL OUTPUT CUTS AS STORAGE FILLS UP We do not have a lack of supply of oil. We have a lack of supply of shipping
By Andreas Steno Larsen
Social•Mar 9, 2026
Middle East Turmoil Could Boost Non‑oil Metal Markets
Some thoughts on the metals and materials that can benefit from disruption in the Middle East that people may be forgetting while they focus on oil and gas... #lithium #rareearths #graphite #anode #antimony #tungsten #aluminium https://t.co/JJ1BwOvjEs https://t.co/4YTMyZtDdI
By Matt Fernley
Social•Mar 9, 2026
China Approves $4 Gas Price Hike Nationwide
China gives the all-clear for retail gas and diesel prices to rise in its regular price review. State media said it's likely to mean an additional ~RMB25 / US$4 to fill a tank https://t.co/x9kKlWXOn3
By Lewis Jackson
Social•Mar 9, 2026
Low Rates Trap Sellers, Stalling Housing Turnover
Symptom of the low mortgage rate golden handcuffs narrative that’s keeping housing market turnover depressed
By Sam Ro
Social•Mar 9, 2026
ASML's Lithography: The Hidden Backbone of Modern Tech
This diagram might be the most honest picture of the modern tech stack. Look closely. ↳ Unpaid open-source developers holding everything together ↳ AWS + Cloudflare doing most of the heavy lifting ↳ AI layered on top ↳ Microsoft… vibing aggressively somewhere in the middle It’s...
By Pascal Bornet
Social•Mar 9, 2026
Clarify AI Voice Vs. Content to Avoid Telco Regulation
We need more clarity on where the boundary is between AI Voice & AI Content Otherwise new telco AI applications could face extra regulatory hurdles https://t.co/EwRpBhI4l6
By Dean Bubley
Social•Mar 9, 2026
Drug‑Safety Shock Hits Ipsen; Cut Exposure, Go Defensive
Macro: drug-safety shock; Key factor: SYMPHONY‑1 found secondary hematologic malignancies; Risk: regulatory re‑rating and pipeline impairment; Insight: trim Ipsen (IPN) exposure; favor defensive pharma 📉 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Mar 9, 2026
Record SPR Withdrawal Promises Massive Profits for Americans
"My SPR withdrawal is bigger than Biden's withdrawal. In fact, my SPR withdrawal is the biggest in history. We will make alot of money for the American people"😉
By Anas Alhajji
Social•Mar 9, 2026
California Gas Prices Spike, Prompting Trump EO Talk
Californians: what prices are you seeing at the pump? Could be the right moment for @realDonaldTrump to issue $SOC EO. Getting oil through Hormuz past the Iranians easier than getting it to California past @CAgovernor et al.
By Chris DeMuth Jr.
Social•Mar 9, 2026
1990
log real oil in 2026 dollars. persian gulf, early 1990s at ~$73, in 2026 dollars. underlying is PGCRARLT INDX DES https://t.co/ZaA76mNpOi
By Tom Keene
Social•Mar 9, 2026
Fossil Fuel Prices Surge While Renewables Remain Unfazed
Another Monday morning, more energy market turbulence. After fossil fuel prices stabilised somewhat towards end of last week they are reaching new highs. Renewable electricity does not as the sun & the wind don’t care much for what happens in...
By Jan Rosenow
Social•Mar 9, 2026
Qatar Delays LNG Expansion to 2027 After Drone Attack
Qatar is pushing back the start of its new LNG expansion project to 2027 🇶🇦⚠️ The move comes after the Ras Laffan facility was hit with an Iranian drone attack This threatens to further curb global gas supply and push back an...
By Stephen Stapczynski
Social•Mar 9, 2026
Smartphone Ultrasound May Aid Spine Diagnosis, If Cost‑Effective
Smartphone-connected ultrasound devices could bring an interesting new layer to spinal diagnostics. A system like SpineUs combines a handheld ultrasound scanner with tracking software and AI-based reconstruction to create 3D visualizations of the spine’s surface in near real time. According to Verdure...
By Bertalan Meskó, PhD
Social•Mar 9, 2026
Multiple Payments for Card Bill Frustrates Users
well that's just rude.. having to make multiple payments to pay the monthly card bill is all a bit much - thanks BPAY.. not.. https://t.co/6MGklFKw4O
By Dez Blanchfield
Social•Mar 9, 2026
Fortescue Ramps up Electrification, Spending $1 B Yearly
Fortescue has officially hit the accelerator on its plan to purge diesel from its operations, reaching a massive one billion dollar annual spending rate on electrification. https://t.co/NNU6MWp1YM
By Dez Blanchfield
Social•Mar 9, 2026
Iran War and Oil Surge Amplify US Labor Market Risks
FYI, my latest article in the Financial Times discusses how the war in Iran and skyrocketing oil prices can compound the spillovers from an uncertain US labor market and financial strains in three market sectors. https://www.ft.com/content/418455bc-e177-46a4-8e25-44c837f49038 #economy #markets #oil #middleeastwar @financialtimes
By Mohamed El‑Erian
Social•Mar 9, 2026
Overnight Summary Highlights Hidden Stories Amid News Noise
Because of news flow intensity, the Daily Discord Linkfest is now being formatted as an overnight summary + linkfest. Why read our summary rather than everyone else's? Because our community tries to flag stories buried by the noise. https://t.co/fdU8j6eDP1
By Izabella Kaminska
Social•Mar 9, 2026
Iran Uses Partial Pipeline Bypass to Pressure Trump Economically
COLUMN: Iran’s strategy is by now clear: Impose an intolerable economic cost on President Trump. One of the last lines of defence is a couple of oil pipelines offerign a partial (**emphasis on partial**) bypass of the Strait of Hormuz. Link: https://t.co/tXkHzUOiYy...
By Javier Blas
Social•Mar 9, 2026
Oil Volatility over 100 Exceeds Human Risk Capacity
OIL: volatility ramping > 100 is not risk that humans are built to calculate using Moving Monkeys https://t.co/92Lhy22q5j
By Keith McCullough
Social•Mar 9, 2026
Robotic System Turns Trucks Into Mobile Drone Bases
#Robotic Takeoff and Landing System to Transform Trucks into #Drone Mobile Bases via @ZappyZappy7 #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/3hMI2uOwFA
By Ron van Loon
Social•Mar 9, 2026
Veteran Mocks My Plan to LPG‑convert a Cruze
My veteran friend was laughing his ass off not long ago at my desire to install an LPG system on my 2014 Chevy Cruze.
By Illia Ponomarenko
Social•Mar 9, 2026
GSK Secures $300M Upfront for Linerixibat Deal
#GSK to get $300m upfront and $100m upon US FDA approval plus $20m for EU approval and up to $270m sales based payments from Alfasigma who will acquire rights to Linerixibat, a bile acid transporter inhibitor, currently under development.
By WheelieDealer
Social•Mar 9, 2026
Advancing Risk‑Informed Contrail Management at IATA‑RAeS Workshop
Today (9 March) at RAeS HQ! IATA-RAeS Workshop 2026 - #Contrail Management: progressing towards risk-informed decision making #avgeek https://t.co/BA0SSx46QN https://t.co/JeA0wJdt9b
By Tim Robinson
Social•Mar 9, 2026
Ten Key Insurance Trends Shaping Priorities for 2024
What should be the top priorities in insurance this year? → https://t.co/7Y2CVAdenJ Capgemini's yearly report lists ten pivotal trends that it believes will significantly impact the industry in the near future. https://t.co/rBghzJRU14
By Florian Graillot
Social•Mar 9, 2026
IEA Stockpiles Insufficient Due to Low Release Rates
About any IEA oil stocks release: ✔️ Volume may not be an issue. At 1.2 billion barrels government stockpiles and 0.6 bil barrels commercial stockpiles, the volume is enough *in theory* to offset the loss of 20 mil b/d for 90...
By Vandana Hari
Social•Mar 9, 2026
Oil Prices Hit $100, Crisis Likely Deepens
"This may be a war but it's also perhaps the biggest energy supply/logistics crisis we've ever seen in modern history:" Mizuho's Jordan Rochester. "Oil is now on a $100pb handle and it might be there to stay," with greater likelihood...
By Lisa Abramowicz
Social•Mar 9, 2026
Drone Warfare on the Brink of a Revolutionary Shift
Re-up! 'On the cusp of a revolution in warfare' are we on the brink of similar transformation from cavalry to tanks? #avgeek #AI #drones #Iran #Ukraine https://t.co/5ush5GHnlj https://t.co/GMD3LbIv0U
By Tim Robinson
Social•Mar 9, 2026
IEA Emergency Oil Releases Have Surged, 2022 Tops History
History of IEA collective oil emergecy stockpiles releases (and size; note the size was volume offered): 1991: First Gulf War (~75 million) 2005: Hurricanes Katrina and Rita (~60 million) 2011: Libya civil war (~60 million) 2022: Russia-Ukraine (~180 million in two tranches)
By Javier Blas
Social•Mar 9, 2026
Gulf Bottlenecks Trap OPEC+ Capacity, Limiting Supply Boost
“Most OPEC+ spare capacity (about 4 mb/d) is trapped behind Gulf export bottlenecks, rendering near‑term policy interventions ineffective. Even Saudi Arabia’s pre‑conflict ramp‑up toward 10.9 mb/d does little to ease global supply unless export routes re‑open.” - SocGen
By Sam Ro
Social•Mar 9, 2026
Brent Holds $106‑108 as IEA Stock Decision Looms
Crude in a holding pattern -- likely short-lived -- with Brent at $106-108/bbl, awaiting IEA stock release decision.
By Vandana Hari
Social•Mar 9, 2026
Energy Prices Fuel Inflation; Efficiency and Renewables Needed
Rising energy prices are pushing up inflation, especially in economies dependent on imported fossil fuels. The durable solution is structural: improve efficiency, accelerate electrification and scale up renewables. Energy policy is economic policy. https://t.co/hmcAVJFLOT
By Jan Rosenow
Social•Mar 9, 2026
Palantir: The $300B Surveillance Engine Powering Government and Finance
CIA can't operate without it. Pentagon can't function without it. And Wall Street can't trade without it. Yet most people have no idea about what Palantir does. How the Government let a $300 Billion surveillance company track you everywhere:
By Early Startup Days
Social•Mar 9, 2026
Iranian Envoy Urges US, Israel to Leave Hormuz
U.S., Israel Should Withdraw From Strait of Hormuz Area, Says Iranian Envoy—Iran’s ambassador to China denounced the U.S. and Israel as sources of insecurity in the Strait of Hormuz and called on the two governments to withdraw from the area. @ByChunHan...
By Jonathan Cheng
Social•Mar 9, 2026
Oil Supply Drop Equals ~4 Days, Not 20
Current oil supply is not zero. It is 20% less than before. So this would mean 20 days of consumption.
By Samir Arora
Social•Mar 9, 2026
Electric Autonomous Grocery Vans Bring Shopping Home
#Autonomous Mobile Electric Grocery Store Delivers Right to Your Doorstep via @ZappyZappy7 #RetailTech #ML #EmergingTech #Innovation #Technology https://t.co/A2y3Z15Mrd
By Ron van Loon
Social•Mar 9, 2026
Trump Pushes Ukraine to Stop Hitting Russian Oil
Wait for it, now Trump and his dream team are going to twist Ukraine's arms to make it stop destroying Russian oil production and exports and also relieve sanctions to try and undo this global disaster.
By Illia Ponomarenko
Social•Mar 9, 2026
China Champions Coal-to-Liquids, a Near‑exclusive Technology
China's National Energy Administration posted last night about the benefits of the coal to liquids industry, where coal is transformed into oil, gas and petrochemicals. It doesn't really exist anywhere at scale bar China and a big plant in South...
By Lewis Jackson
Social•Mar 9, 2026
Politicians Weaponize Moral Panic to Push Social Media Bans
I’ve been reporting on these legal efforts for years. Absolutely no one “controls” these ppl, these laws are simply being rammed through by politicians hungry for power under the guise of a fake moral panic about social media similar to...
By Taylor Lorenz