Vietnam LNG Project Pivots to Renewables Amid Price Surge
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
First Article on Falcon 10X Graces RAeS Cover
My article on the Dassault Falcon 10X is on the front page of the Royal Aeronautical Society’s (RAeS) Aerospace magazine, April issue. If you don’t know, the RAeS is the oldest and one of the most authoritative aerospace institutions in the...
China’s Logistics Factory Operates Mostly with Robots
#Robots Run the Show in China’s Almost Unmanned #Logistics Factory by @Natie2Natie #Robotics #ArtificialIntelligence #Innovation #Technology https://t.co/BtfY58zCWx
Iran Sets Hormuz Toll, Bans US, Israeli Vessels
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
Munich Airport Schengen‑Non‑Schengen Transfers in Chaos
Yikes. Do not book a connecting flight Schengen to non-schengen out of @MUC_Airport . The border checkpoint is total chaos. No organization. No proper lines. At least an hour wait time. What a mess.
China’s Electrification Shields It From Rising Oil Prices
China's electrification bet is paying off. Electricity now accounts for 30% of its energy consumption - around 50% higher than the US or Europe. With 1/3 of global renewable energy capacity already installed, China is structurally more insulated from rising oil...
Boeing Ramps 737 MAX; Supplier Discipline Drives Recovery
Boeing’s 737 MAX output ramp is accelerating, but supplier discipline now defines the next phase of recovery. https://www.metalnomist.com/2026/03/boeing-737-max-output-ramp-signals-new.html
Media Repeats Questions to Manipulate Public Narrative
A way the media affects the narrative is by asking the same Q again and again. For 6 months Bloomberg was asking "Is there an AI-boble" and eventually the non tech part of the market started to question "ROI on...
German Retail Sales Unexpectedly Fell 0.6% in February
Expectedly @Hedgeye > German retail sales declined unexpectedly in Feb, dropping 0.6% in real terms compared to Jan, according to preliminary data from Destatis
Kingfisher‑Inspired Train Nose Cuts Noise, Boosts Speed
Japan’s bullet trains had a problem big enough to threaten the future of high-speed rail. At 200 mph, tunnels turned them into sonic bombs. Noise complaints grew. Communities suffered. Speed restrictions became a real risk. What stands out to me is this: The solution did not...
Layered Gear Keeps Alaska Rescue Mission Focused
GRWM as I get ready to go film and fly with PJs on a combat search and rescue operation. It’s all about the layers out here in #Alaska. Nothing about this is flashy. It’s practical, it’s necessary, and it keeps the focus...
German Retail Sales Slip Again, VAT Debate Misplaced
Good Morning from Germany, where retail sales unexpectedly fell in February. Sales dropped 0.6% MoM, while analysts surveyed by Bloomberg had expected a 0.3% increase. This marks the 2nd consecutive monthly decline. Notably, the weakness came even before the outbreak of...
Supply Chain Attacks Force Permanent Passwordless Rotation
Whoever is doing all the supply chain attacks really wants us to switch to passwordless auth for everything. If the cadence of attacks continues we will end up just having to permanently rotate everything for the rest of the year.
Accusation: Putin’s Mole in NATO, Call to Ban Hungary
"All this time Putin had, and still has, a mole in all European and NATO official meetings. If the integrity of these meetings is to be maintained, it would be appropriate to ban Hungary from all of them. Every generation...
Ukrainian Drones Hit Transneft Oil Loading at Ust‑Luga
MOSCOW, March 31 (Reuters) - Ukrainian drones on Tuesday struck crude oil loading facilities of Russian pipeline monopoly Transneft TRNF_p.MM at the Baltic port of Ust-Luga, three industry sources said.
Construction Shifts Toward Scalable, Repeatable Production Model
Construction is starting to behave more like a production system. ICON’s new printer reduces setup time by moving between sites, while covering larger build areas with a single system. What matters isn’t just speed. It’s repeatability, lower labor dependency, and the ability to...
Big Funding Elevates Established InsurTech Startups to Leadership
InsurTech leaders are emerging ! → https://t.co/Mi6qREt2U8 This reflects the largest rounds announced recently, which happened to come from startups on the market for a while. https://t.co/WSCHzLUKG4
U.S. May Finally Target Putin After Deception
Given that the Russian administration has strung them along, too, will the USA now be attacking Putin et al?
One Pilot, Many Drones: AI-Driven Swarm Warfare
Drone warfare 🤝 AI Currently each drone requires a single pilot. Now that drone production is increasing rapidly, manufacturers in Ukraine are attempting to move to 1 pilot for many drones. The idea is the drones will pilot themselves towards targets...
European Gas Prices Dip, Still 75% Above Pre‑War
The European benchmark natural gas price (TTF) is today **lower** than four weeks ago. Yup: Lower. (And yes, TTF prices are still up >75% from pre-war levels, but around the same level as they were in Jan-Feb 2025)
StarCraft: The Definitive Late‑90s Strategy Masterpiece
Best strategy game of the late 1990s and early 2000s, by a mile; the Brood Wars expansion was great too.
US Gas Prices Top $4 Gallon, First Since 2022
CHART OF THE DAY: The US gasoline national average retail price has risen above $4 per gallon for the first time since 2022, per the @AAA_Travel. It's the kind of price level that typically has triggered political alarms inside the...
Helium Shortage Threatens AI Chip Production Amid Conflict
The AI boom is running into an unexpected constraint. The Iran conflict is disrupting helium supply from Qatar, a key input in semiconductor manufacturing for AI systems. As availability tightens, costs rise and production becomes more fragile. It is a reminder that...
Robots Accelerate Solar Panel Installation, Boost Safety
#Robots Take Over Solar Panel Installation for Faster, Safer Deployment by @lukas_m_ziegler Robotics #ArtificialIntelligence #MI #ML #Tech #Innovation https://t.co/frX7ZyVon4
Three Hidden Deal Factors Could Derail Sunway Before Deadline
Everyone is watching whether Sunway extends the April 6 closing date. That is the wrong thing to watch. There are three things sitting quietly in this deal that nobody is talking about — and one of them could end the entire conversation...
KYC Approval Doesn't Ensure Payouts: AML Flags Matter
This highlights a key issue many don't realize - passing KYC ≠ guaranteed payouts. Payment processors have separate AML databases that can flag accounts even after firm approval. @AJLucidTrading being transparent about the process. Compare firm policies at https://t.co/1I4O2dByrK ⚠️
Energy Access Must Drive Finance for a Just Prosperity
In 2015, 193 countries promised energy for all. With 2030 approaching, we can’t keep #SDG7 in the shadows. We must align public and private finance around one truth: #energyaccess is the foundation of prosperity and a just transition. https://t.co/2InRV0Py7O
Singapore Braces for Higher Power Bills Amid LNG Shortage
Singapore warns of higher power bills for months due to the Middle East conflict 🇸🇬📈 The country was getting half of its LNG from Qatar (which is now shut) "Everyone can play a part by using more energy-efficient appliances and conserving...
Batik Air Malaysia Restarts KL‑Colombo Flights After Two‑Year Pause
Batik Air Malaysia has resumed its Kuala Lumpur–Colombo service from March 30, 2026, after nearly a two-year suspension, marking another step in rebuilding its international network as travel demand recovers. The airline said in a statement that the route will...
Media Spotlight Skews Toward Middle East, Overlooks Other Regions
There is also a weird thing that the Middle East regularly makes the news but Africa, India, South America largely ignored.
UK Mortgage Approvals Climbed Before War‑driven Rate Spike
UK mortgage approvals rose before the war triggered a rates surge https://t.co/sRgK0HpypM via @tomelleryrees https://t.co/o5w32DYwZ5
Hari Raya Outbound Bookings Surge 49% Among Malaysians
Malaysians travelled more this Hari Raya, with outbound flight bookings rising 49% year-on-year, according to Trip.com Group. China, Singapore and Indonesia remained the top three destinations, followed by Thailand and Vietnam, showing Malaysians’ continued preference for regional travel during the...
Managed Money's Oil Options Net Long 50× Average
Goldman Sachs on the oil options market: “… The rally has spread beyond the spot crude market, with net long options managed money positioning 50 times higher than its 10-year average as investors bought options with strikes as high as $450...
Weekly Insider: 5 Surprising Music Industry Facts
5 things you didn't know about the music industry this week. Every week. In your inbox. 10,000+ readers can't be wrong. https://t.co/7T5NIakIrF
Trump Tariffs Cause UK Food Exports to US Slump
UK food exports to US slumped after Trump imposed trade tariffs https://t.co/vsOWUTylXc via @DeutschJill https://t.co/aPoz8tsV0L
Freedom Comes From Choice, Not Car Dependency
“Gas prices? What gas prices?” Even without insane and illegal wars, the thing about any dependency, including car dependency, is that once you’re dependent, they can do whatever they want with the prices. Real freedom is choices. Better cities create choices. Graphic...
India Refuses to Play Go‑Between in US‑Israel‑Iran Conflict
#IndiaWatch🇮🇳: India's minister of external affairs, S. Jaishankar says India will not be a “go-between country like Pakistan" in the US-Israeli war on Iran. S. JAISHANKAR = A WISE MAN. https://t.co/JFnuxXvlKV
Asia's Coal Prices Surge as Gas Supply Tightens
Asia's coal benchmark is at a 17-month high as Middle East conflict chokes gas supplies 🪨⚠️ Australian Newcastle coal futures for April hit $144.25/ton on Monday (the March contract expired Friday at $135.60) Asian countries are expanding use of coal to cut...
Meta's VR Decline Sparks Developer Trust Crisis
Sad news over in VR. RecRoom was one of the longest-running and most popular on Meta’s VR platform. I haven’t played it for years but spent a lot of time in it. But the question I have after a raft of...
China Opens Automated Humanoid Robot Factory, 10k+ Annual Output
Automated factory capable of building 1 robot every 30 minutes opens in China Guangdong's first humanoid robot facility with an annual capacity of over 10,000 units Each one has a 3.6 kWh Li-ion battery pack Or 36 MWh of batteries https://t.co/fG4LIu1nOG via...
Russia and Saudi Dominate Bab El‑Mandeb Oil Flows to Asia
Goldman on the Bab el-Mandeb Strait: Russia accounts for 44% of oil exports via the Strait and Saudi Arabia for 42%, with nearly 90% of total flows going to Asia. https://t.co/Y8kpvJJoaC
Lugovoy Labels British Moscow Embassy a Spy Hub
Andrei Lugovoy tells state tv the British embassy in Moscow is not really an embassy but "a center for spying and subversive activity" (центр разведывательно-подрывной деятельности), and warns Russians not to fall into the hands of British spies. https://t.co/pkFjdXNCaH
Skipping the DTC Playbook, They Launched Soft Basics
They didn’t follow the DTC playbook and get into soft joggers, short shorts, quarter zips, soft polos, etc.. 😂
Worldwide Climate Momentum: EVs, Renewables, and Emission Cuts Accelerate
Good climate news (the past 3 weeks) 1 Global: EV sales show strong uptick everywhere 2 China: 32.5GW of solar, 11GW of wind added in January and February 3 India: National Climate Plan commits to 60% electricity from non-fossil fuel sources by...
Iran Attacks Kuwaiti Oil Tanker in Dubai Port
Iran has hit a fully laden Kuwaiti oil tanker in the anchorage area of Dubai’s port, damaging the hull and starting a fire on board, state-run Kuwait Petroleum Corporation said https://t.co/z0pPgEwdwx
Prop Firm Payout Delays Usually Stem From AML Checks
AJ from Lucid Trading highlighting a crucial point - prop firms MUST comply with AML regulations. If your payout is delayed, it's often compliance checks, not the firm being difficult. Always ensure clean trading records and proper documentation. https://t.co/1I4O2dB0Cc for...
Npm Supply Chain Attacks Becoming Disturbingly Frequent
is it me or supply chain attacks on npm are getting regular occurrence these days?
India Shifts Fertilizer Imports to Russia, Undermining Sanctions
#IndiaWatch🇮🇳: India is one of the largest importers of fertilizers sourced in the Gulf. Now, India has pivoted towards Russia. It is locking in long-term deals, to cut its reliance from the Gulf. IT’S A SIGN THAT THE ILL-CONCEIVED SANCTIONS REGIME IS STARTING...
Critics Ignore Fediverse, Push Regulation of Big‑tech Platforms
It's so revealing how the loudest voices ranting/raving about the "harms" of social media spend ZERO time engaging w the Fediverse at all. They want u to think that big tech's model of social media is the only one so...
Nine India‑bound Energy Ships Stuck at Hormuz
🇮🇳India: 9 India-bound energy vessels — carrying crude oil, LNG, and LPG — remain stranded at or near the Strait of Hormuz, unable to transit https://t.co/IzlRQxYqGH