U.S. Shells Out $2 B Daily on Iran Conflict
US is spending at least $2b per day on Iran war -- FOR WHAT? https://t.co/cdN9y3a0Mo
Trump Rejects Netanyahu's Call for Iran Street Uprising
rump rebuffed Netanyahu idea to call for Iran uprising: "Why the hell should we tell people to take to the streets when they'll just get mowed down," Trump said to Netanyahu during their call, according to a U.S. official...
DFL Spreads Near Spot, Strongest Indicator Despite Lower Spikes
Brent crude: - Flat price (white) - Prompt futures timespread (blue) - Dated-to-Frontline (DFL) spread (orange) All off their highs, but DFLs are both closest to the "real" spot market and they're trading nearest the high of the lot. In relative terms DFLs didn't get...
Analyzing Strategic Risks in the Strait of Hormuz
My appearance today @OnPointRadio with @MeghnaWBUR talking about the Strait of Hormuz. On Point: https://t.co/X1Zkk3Qebt Spotify: https://t.co/ZpzVC27zml Apple: https://t.co/4ahkNZRGed
EDP, Linea, LRE Drive Midwest Solar Expansion
US MIDWEST ROUND-UP: EDP, Linea and LRE advance solar PV projects #energysky -- via pv-tech: https://t.co/pzFIf81vTU
Europe’s Energy Retreat Risks Carbon Leakage, New Nuclear Hope
Excellent analysis covering europe's energy suicide including nuclear retreat and fracking bans, exporting carbon intensive industries. It's hard to turn around once the expertise is gone, see France attempt to build a new nuclear plant.
Resuming Hormuz Traffic Crucial Amid Iran War Uncertainty
My BNN Bloomberg conversation from earlier today for those who missed it. Talked about the state and trajectory of the Iran War, the growing physical-sentiment disconnect in oil markets, and how nothing really matters unless traffic through the Strait of Hormuz...
Smaller BTR Homes Prioritize Affordability over Space
A fantastic BTR unit ... Notice how much smaller they are than typical Single Family Homes Broadly, people do not like to buy units that are this small (in the locations where BTR developments are located). When people buy houses, they...
SS Cape Inscription Makes Final Panama Canal Transit
Maybe the last ride for the @DOTMARAD SS Cape Inscription as she transits the Panama Canal - Gatun Locks - heading toward the Atlantic and Beaumont, Texas. @WarshipCam https://t.co/EMTIXenQXk
War in Ukraine Forces Army to Accelerate Gear Acquisition
Epic Fury Already Stress Testing More Agile Army Acquisition System, General Says The warp speed-like evolution of measures and countermeasures in Ukraine has forced the Army to change how quickly it gets new gear into the hands of its troops. https://t.co/L9dTNXGqgy
Pentagon Press Association Backs NYT to Block Interim Media Policy
The Pentagon Press Association filed an amicus brief supporting the N.Y. Times's motion to strike down the Pentagon's interim media policy, alleging it violates Judge Friedman's order. https://t.co/7B2H05fqFp https://t.co/bDLCe723yt
AI Drives Next Telecom Innovation Across All Competitors
https://t.co/nTJLK8qYkR quoted @jeffKAGAN: Industry analyst Jeff Kagan emphasized in a recent press release that it is crucial for telecom companies such as AT&T to remain innovative amid intensifying industry competition. “The ways we connect have always been evolving,” said Kagan. “In...
Warranty Can't Be Voided for Third‑Party Parts Without Proof
Today I learned about the Magnuson-Moss Warranty Act In the United States, a manufacturer cannot legally void your warranty just because you used a third-party part or modification unless they can prove that your specific modification caused the failure you...
Trump Declines Musk's TSA Funding, Lines Likely Surge
Trump Rejects Elon Musk’s Offer To Pay TSA Screeners — Security Lines Expected To Spiral - View from the Wing https://t.co/XBVlL4Mwbk
Iran Vows Continued Resistance, Rejects Negotiations, Claims Security Shield
"At present, our policy is the continuation of resistance", Iranian Foreign Minister Abbas Araghchi told state TV. “We do not intend to negotiate.” “In this war, we showed the world that no one can provoke the Islamic Republic, and in fact...
US Freight Market Hits Unprecedented Bullish Surge
You are not bullish enough. The trucking market is an 11 out of a 10 right now, with some the strongest charts since COVID. The resurgence of the US industrial economy and manufacturing renaissance is real, along with tightening capacity....
Oil Shock Won’t Drive New Pipelines for Canada
Canada Doesn’t Need New Pipelines, Despite Oil Shock Economist Werner Antweiler says that a short-term oil shock doesn't overcome the many reasons why Asia won't be a market for Alberta heavy sour crude. #abpoli #ableg https://youtu.be/GUwULJF2jfc
Mortgage Rates Dip, Spread Widens to 214 Bps
The average 30-year fixed mortgage rate today: 6.48% Same day last year: 6.80% -------------------- 10-year Treasury yield: 4.34% Spread today: 214 bps
Hastings Warns AI‑enhanced YouTube Content Threatens Netflix
Reed Hastings Says Netflix’s Biggest Risk Is if YouTube Content ‘Boosted With AI’ Becomes ‘Cool and Sexy’ https://t.co/hnN5bz8ktl via @variety
2D Carbon Selenide Enables Competitive Sodium‑Ion Batteries
2D carbon selenide offers route to competitive sodium-ion batteries #energysky -- via pv magazine global: https://t.co/deTW0kC8Qd
Curious About Israel's Potential Deal With Iran
Ok but I’m far more interested in what deal Israel is willing to make with Iran.
New Debris Object Misplaced in Expected Launch Catalog Range
There's a new object cataloged as 68376 and tagged as a debris object from the 2026-009 ALSAT-3A launch; it's in the catalog number range I was expecting for the 2026-061 Rassvet launch, but no TLEs for that launch yet.
KOSA Child‑protection Bill Gains Bipartisan Support Despite Facebook Opposition
Good example on how the child harm legislation (KOSA) that Facebook fought to block was so bipartisan. Hawley and Markey. One more colorful. Both experts on the issue and protecting children. https://t.co/GYnuEyZDrv
Trump Should Claim Victory, Cite 15‑point Plan
I really think the only way out for Trump is to declare victory and move on. He could just say 'they accepted the 15 point plan' and hope Iran opens the Strait.
Today's Energy Crisis Starkly Differs From 2021‑22
There is still a world of difference between the 2021/2022 energy crisis and the current one. https://t.co/Uti2V6LX6d
China Rolls Out AI Electric Mining Trucks, Automating Industry
China Deploys #AI-Powered Electric Mining Trucks, Driving Heavy Industry Toward Full #Automation by @IntEngineering #SelfDrivingCars #AutonomousVehicles #ArtificialIntelligence #Automation #Automotive #Transport https://t.co/IEENy7uDyD
Space Force Releases StriX-6 Orbital Data and Stage Details
Space Force orbital data now out for StriX-6, launched on Mar 20, showing it in a 557 x 580 km x 50.3 deg orbit with Electron stages in 173 x 491 km and 340 x 558 km.
Don't Deploy Destroyer Without Navy's Availability Confirmation
You tried to rush in with a Destroyer until your Navy told you it had no ships ready and available you putz.
Trader Joe’s Boosts Sales via Store Design Psychology
Trader Joe's has a playful brand but its business is very serious (annual revenue = $14B+). With no ad spend or online sales, the chain perfected one psychological hack in its store/product design to achieve industry-leading sales of ~$1.7k per...
2019 Book Predicted Missile‑Drone Dominance
2019 book that predicted the “missiles + drones > naval ships” dynamic we are watching play out in real time in Hormuz. Martyanov’s warnings apparently fell on deaf ears in DC unfortunately. https://t.co/4nsMkPDhTm
Trump's Antitrust Moves Harm Real Estate Market
Corruption is costly - Trump's antitrust choices are reshaping real estate, in a bad way. https://t.co/GTF4dsuUBb
Weekly Top Thumbnails Reveal Bunker, Greenland Threat, Endless To‑Do List
Best thumbnails of this week 🔥 A hidden bunker, a Greenland threat… and a to-do list that never ends. Get our free YT Thumbnails Hack Pack with 100 more top thumbnails: https://t.co/H5zQZBPsBe https://t.co/jRwN60TbRh
Developers Reflect on Dark Outlaw's Closure, No Sony Grudge
Blundell and JCbackfire talk about what Dark Outlaw Games was working on and how they're processing the sudden closure. The project was not live service and while they were enthusiastic about the game they don't hold a grudge against Sony. https://t.co/IQgT8TjoAK https://t.co/sb1tus9xS5
Parents Demand Stricter Social Media Duties, Section 230 Reform
Outside the LA courthouse parents who say social media addiction killed their children outline the policies they want to come as a result of this legal win: - Senate version of KOSA w/ strong duty of care - Reform/repeal Section 230 - Age...
IEA Chief to Brief EU Ministers on Iran War Impact
IEA chief to brief EU finance ministers on Iran war impact this week https://t.co/MQ3pSEFj3B via @europressos https://t.co/7Eo8OA83pz
Gas Crunch Could Spur Solar‑Battery Leap in Emerging Markets
Interesting debate here between JP Morgan's Michael Cembalest and @JigarShahDC on the latest Open Circuit episode. Will the global natural gas crunch accelerate solar + batteries in emerging markets that are considering deeper investments in LNG? Michael argues that comparisons people...
Optical Supply Gap Hits 20‑30% Amid Rapid 800G Demand
Interesting interview with a Sr Engineer in networking at AWS. Optical is ramping fast. Looking to shift to 1.6T but still can't get all the capacity they need at 800G. Diversified across vendors with InnoLight currently the most share....
Trump’s Negotiation Talk Masks Oil and Troop Moves
if you’re iran right now, you hear lots of president trump talking about negotiations. while you see him 1) trying his hardest to talk down oil prices, 2) getting ground troops in place for phase two of operations.
False 2‑hour Success Myths Mislead the Next Generation
One of my least-favorite clickbait trends of the past 5 years is big creators claiming "I achieved XYZ only working 2 hours per day." Aside from the fact that it's a blatant lie—every person who says that is a workaholic—it also...
Consistent Art Production Beats Quick‑Fix Strategies
For artists in search of perfect content to increase their engagement, views, online profiles, fan bases, help them sell more art, or reach whatever goals they're striving for, there is no quick fix. Nothing happens all at once. Isolated posts...
Court Dismisses Grenell Lawsuit, Intimidation Fails
They tried to silence me. They failed. Today, the court dismissed Richard Grenell’s lawsuit against me—with prejudice. This case was never about justice. It was about intimidation. Thank you to my attorneys, @markzaid and Tom Craig, and to everyone who stood by me...
Ukraine Escalates Successful Strikes on Baltic Export Hub
Doubling down on its strikes in the Baltic, Ukraine has launched an even more impressive and successful strike on Ust-Luga and other export facilities. Full analysis available exclusively for Analyst Tier members on Patreon ➡️ https://t.co/Vp7XCb4HTR #russiaukrainewar #energy https://t.co/nwoDcCn3T7
Global PV Equipment Market Set to Triple by 2035
Global PV equipment market to grow over 2.5 times by 2035 – VDMA #energysky -- via pv-tech: https://t.co/YKvnSHtcFQ
Risk Intelligence Uncovers Hidden Threats in Global Supply Chains
Beyond disruption headlines: what forward‑looking risk intelligence reveals about global supply chains https://t.co/tQJ8oFj74q @WiseTechGlobal #supplychain
Voice of America Lawsuit Again Lands with Judge Lamberth
Unsurprisingly, this new Voice of America lawsuit also was assigned to Judge Royce Lamberth. https://t.co/mhLFiZ9bJc
AT&T, Verizon Lose Wireless Share; Fiber Drives Growth
.@ATT and @Verizon are bleeding unbundled wireless market share. Carrier growth now relies on their local fiber footprints. Here is the concrete data exposing the raw economics of the convergence battlefield. 🚨🧵
Iran Conflict Threatens U.S. Housing Recovery Beyond Rates
How the Iran war could crush the U.S. housing recovery, and it's not just about mortgage rates https://t.co/ecPYsnXmA5
Ohio’s “Green” Steel Project Reverts to Coal
What’s next for Ohio’s former green steel project? More coal, it seems. #energysky -- via Canary Media: https://t.co/d2dQ9i4G6T
Oil Prices Juggle Conflicting US, Iran, Israel Headlines
This volatile oil price remains at the mercy of a flood of (often-contradictory) headlines emanating from the three warring parties — US, Iran, and Israel. #economy #oil #markets #energy #middleeastwar
Titanic Heir’s Raritan Estate Hits $10M Listing
A stately estate near #NJ's #Raritan bayfront built by son of #Macys heirs Isidor+Ida Strauss, who died in the #Titanic disaster, lists for $10M. #HerbertNStrauss #Middletown #realestate #mortgage #JamesMcConnell https://t.co/rMnRQ7T2St via @WSJ