Democrats Unveil Draft Transmission Language Building on EPRA
Scoop in ME: Democrats on the Senate Energy Committee led by @SenatorHick are floating draft transmission language in permitting talks that I exclusively obtained. It builds upon Manchin/Barrasso EPRA bill from last Congress, and it intended to be a market in broader negotiations
Roscosmos Unveils First Image From Elektro‑L5 Satellite
Roskosmos published first image from the Elektro-L5 weather satellite which was launched in February. Full size version and context: https://t.co/XRGzszjsAK https://t.co/KYrEHQmwWr
Iran’s “No Ceasefire” Stance Reveals Hidden Interest
You've seen the headlines about Iran not being interested in ceasefire talks. But there is a certain logic by which that means they are interested in ceasefire talks. https://t.co/n0Mh7ctXxo
Build a Content Loop: Start Small, Grow Continuously
The content and access loop 🔂 all of you could be executing to help you make content, then connect with your audience and then use that connection to make more content … listen carefully to the e steps that help...
Oil Prices Global, Gas Prices Regional—Explaining US‑UK Gap
Some awkward facts: Oil is sold via a global price mechanism (there are some variations due to transportation costs). Gas is sold on a regional basis. If it was global, then why is US gas a fraction of UK gas?
US Stockpiles Keep $5 Corn From Surpassing 2022 Peak
$5 Corn May Mark a 2026 Peak Alongside $120 Crude - The December corn future (Dec26) stretch to $4.99 a bushel around the onset of the Iran war on March 9 may have peak inklings akin to Dec22's $7.66 apex...
D.C. Streetcar: Built Yet Still a Wasteful Disappointment
"The D.C. Streetcar is a good example of how, even when something is built, it can still be a wasteful disappointment." https://t.co/rDmA0XIdet https://t.co/6rczQvLuas
Iran Rejects Ceasefire, Keeps Strait Closed for Strategic Gain
Iran reportedly “focused on achieving strategic objectives”, “does not accept a ceasefire”, and won’t “enter such a process with parties that violate agreements” Iran will negotiate but as long as the Strait remains closed time is on Tehran’s side, and that’s...
AI ROI Arrives as Billions Adopt Health Wearables
The view from my hotel room in Chamonix is quite spectacular. I spoke yesterday at a global event organized by a major pharma company. They organized it near Mt. Blanc to make the country managers literally aim higher and higher. I...
Edit Entire Videos with a Single Sentence Using AI
🚨 HOT TAKE: You can now edit a full video just by typing one sentence. Riverside Co-Creator is an AI that edits your videos the same way you'd text a friend No timeline scrubbing. No cut/trim/export loops. This is the future of video...
Iran Fires Fewer Missiles, Yet Hits More Frequently
Iran’s missile and drone arsenal has taken a hit, but what remains is being used more efficiently. Tehran continues fire an average of 21 missiles per week — with an uptick in its hit rate and ability to impose costs....
Analysts Bullish on MAZE, yet Pre‑market Price Drops
$MAZE - Analysts pitching tent poles over the AMKD data, yet stock is down pre market. What's the disconnect?
Affordable €2000 Robot Offers Elderly Care and Home Automation
This robot was designed for elderly care. It can have conversations with the user, measure blood pressure and heart rate, operate the smart elements of the house from heat to lights and do simpler tasks. It's quite the accomplishment (or claims) for...
Kidney Disease Hijacks Gut Microbiome, Accelerating Decline
As a medical school professor, this is one of the most terrifying feedback loops I've seen in medicine. UC Davis researchers just published in Science showing how chronic kidney disease hijacks gut bacteria to destroy your kidneys FASTER. The mechanism: 1. Damaged kidneys...
Bending Both Ways: Robot Hand Achieves Superhuman Dexterity
This #Robot Hand Bends Both Ways — Unlocking Superhuman Dexterity via @ZappyZappy7 #AI #Robotics #MachineLearning #ArtificialIntelligence #ML #MI https://t.co/hjiYhdanj6
What Could Convince a Zealot to Boost North Sea Production?
Wondering what it will take for this dribbling zealot to change his mind on maximising oil and gas production in the North Sea
ISS Captures Progress MS-33 Docking with Antenna Snag
Newly released images taken from the ISS of yesterday's docking with the Progress MS-33 cargo ship, with a stuck antenna clearly visible on the right of docking mechanism. More pics and context: https://t.co/GL29AvnJQ5 https://t.co/7idPQ8z9Ix
Diesel Prices Fell Over 25% in Real Terms
Diesel was $7.25 in real dollars back in July 2008, $6.51 in June 2022 @jkempenergy .. $5.38 in real-time. I'd like to see @JeffWeniger work his magic on this chart https://t.co/u3Tn1K8vRc
Qatar's Largest LNG Plant Faces 2‑4 Year Restart Delay
The world's biggest LNG plant in Qatar wont be able to quickly restart even after the Iran war ends🇶🇦⚠️ Two of the plant's trains were damaged, and need new gas turbines to power LNG refrigeration compressors. Delivery will take 2-4 years...
TERN's Termination Terms Hint MRK Could Be Outbid
For those wondering if $MRK might be outbid, here are the deal termination terms from $TERN https://t.co/TbM3rWyEoG
Sunrise over A380 Wing: Pure Sydney Bliss
ah.. that "Sunrise over the starboard wing of an @AirBus #A380 as you're coming into #Sydney" moment.. pure bliss.. https://t.co/gZ6ZxTzQAT
Clear Decision Authority, Not More People, Speeds Projects
I’ve seen teams try to “go faster” on a website rebuild by throwing more people at it. It rarely works. Speed usually comes from one boring thing. Decisions that get made on time. If you want a faster project, I’d look at these...
Oil’s 14‑point Swing Signals Massive Unresolved Risk Premium
Oil crashes 10% on diplomacy hopes. Snaps back 4% when Iran denies those talks. WTI: $88 to $91.62 in 24 hours. Same war. Same region. Different headline. The volatility is the signal — not the direction. A 14-point crude range in 48...
Oil’s Wild Swing Shows Volatility Is the Real Indicator
Oil -10% Monday. Oil +4% Tuesday. Same war. Same geopolitics. The volatility IS the signal. $USO $XLE $SPY https://t.co/Od9t9fzbbl
Fuel Surcharges Emerging Globally, More to Follow
Fuel surcharges are starting to roll in around the world. This one's for an Australian car service, but I'm betting your going to see a lot more of these everywhere very soon. https://t.co/4lWJw5vyNw
IRA Spurs 920 New Manufacturing Facilities Nationwide
Like the Inflation Reduction Act that had 920 announced and under construction manufacturing facilities? https://t.co/3GozcfkM29
Merck Spends $6.7B on CML Drug Despite Gleevec Era
It's amazing that 25 years after Gleevec we are still watching drug companies pay billions for new drugs for CML. And that, in Adam's previous story, a once deadly cancer was referred to as a chronic disease. Anyway, $MRK buys $TERN...
Vitamin D Guidelines Miscalculated; Sunlight, Not Pills, Solves Deficiency
The Vitamin D Lie Your Doctor May Still Believe The official recommendation was based on a mathematical mistake. The "normal" level on your lab report may be dangerously low. And the best fix isn't a pill — it's free https://x.com/robertlufkinmd/status/2036754584954167391
Canadian MPs Call For
Canadian Politicians Want Air Canadas CEO Fired — For Recording LaGuardia Tragedy Message In English [ROUNDUP] - View from the Wing https://t.co/Jc3f7NNHI5
EU-Mercosur Trade Deal Launches May 1, Covering 25% of Global GDP
"EU says Mercosur free trade deal will start May 1, accounting for 25% of global GDP" https://t.co/357IyH3KRA https://t.co/tpysXMlyjm
AVXL Withdraws Alzheimer's Drug From EMA After Rejection
$AVXL pulled its blarcamesine Alzheimer's application from the EMA after regulators there said there was no fking way it was going to approve a drug that does not work.
Savannah Guthrie Discusses Mother's Disappearance Before Today Return
Before Savannah Guthrie returns to 'Today,' she will be part of what has become one of its biggest stories, taking part in a two part interview with Hoda Kotb about the ordeal she and her family have been through since...
Rising Plastic Costs Fuel Unexpected Inflation in Food Packaging
I wrote about plastic prices in yesterday's Odd Lots newsletter ahead of today's episode (which you should definitely listen to) Packaging really is an underappreciated driver of inflation, and plastics prices are already spiking You can't buy a bag of carrots without...
Iran's Hormuz Threat Undermines Economy, Yet Nuclear Claims Unfounded
Back on with @ErinBurnett. It is not tolerable to let Iran inflict economic terrorism on the world economy via control of the Strait of Hormuz. Iranian fatwas are not worth the paper they're written on. Iran can never have nuclear weapons...
May RBOB Price Drop Signals Lower National Average
May soon becomes the RBOB prompt.. it's $2.89... implying a $3.80-$3.85 national average (down from today's $3.99 level) https://t.co/0eD1CGzOZ5
Feb Home-Sale Contracts Fail at Record 13.7%
"More than 42,000 U.S. home-sale agreements fell through in February, equal to 13.7% of homes that went under contract that month. That’s up from 12.8% a year earlier, and the highest February share in records dating back to 2017." -Redfin
Travelers Praise TSA, Blame Congress Amid Airport Chaos
Lots of interesting conversations as the line snaked around the airport terminal. Judging from the small sample in this one-hour wait, there was an interesting mix of resignation, anger, anxiety, and camaraderie. The most common reactions were gratitude for the TSA colleagues...
Europe's Gas Reserves Deplete Amid War‑driven Supply Crisis
Europe faced with near-empty gas stores just as war hits supply https://t.co/AMi8Pr6NeH via @priazrocha https://t.co/iNtIl6DXzV
Swiggy Hikes Fees, Signaling Profit‑first Shift
Food delivery to be more expensive Swiggy hiked platform fee by around 18% once again Current platform fees: ₹14.99 New platform fees: ₹17.58 Recently both Zomato and Swiggy hiked their fees Now Swiggy once again Food delivery apps are shifting from Growth mode to Profit mode now..
Japan’s Support Boosts IEA Oil Release Amid Middle East Crisis
Very productive meeting with PM Sanae Takaichi @takaichi_sanae to discuss impacts of the Middle East war on energy security in Asia & beyond I thanked her for 🇯🇵’s vital support for IEA’s historic oil stock release & we agreed to work...
Morning Joe Hosts Locked in At
They may have given up an hour on air, but they ain't going anywhere....Morning Joe duo of Scarborough, Brzezinski will stick with MS NOW through 2029 https://t.co/rHjU8VxMB5 via @variety
Algorithm “Improvement” Was Just One User’s Six‑week Absence
I thought the X algorithm had improved but really it was just this guy logging off for six weeks https://t.co/Bp44utH0rD
AI Banking Success Requires Region‑Specific, Production‑Scale Deployments
AI is not “one-size-fits-all,” and we need to recognize that use cases that work in SEA won’t work in LatAm. While the AI spend in banking is projected to surge over 10x from $35 billion in 2023 to $368 billion by...
Streaming Spend Stagnates at $69; 68% Choose Ad‑supported Tiers
U.S. Household Spending on Streaming Video Services Remains Flat at $69 per Month, as 68% Now Take Ad-Supported Tiers https://t.co/7kimYXpfe6
Seizing Iranian Assets Won’t End War, Too Risky
Claims that the U.S. will end the war by seizing Iranian assets make no strategic sense. Targeting Kharg Island or removing the uranium from Isfahan with ground operations is just too risky. Full Newsletter: https://t.co/308pm3Zz5k https://t.co/AQUqnZ0yj5
USD Steadies on Hopeful Middle East Ceasefire Proposal
$USD is mostly consolidating with a slightly firmer bias after yesterday's late NY sell-off amid hope of a soon end to the war in the Middle East. US offers ceasefire proposal while sending more Marines and equipment to the...
U.S. Diesel Hits $5.38/gal, 75th Percentile Since
U.S. RETAIL DIESEL prices including taxes climbed to an average of $5.38 per gallon on March 23 up from $5.07 a week earlier and $3.81 before the war started. Inflation-adjusted prices have averaged $4.80 so far this month (75th percentile...
Actionable Monitoring Beats Data Overload in Cardiac Care
Health care has become better at saving people once they are already in trouble. That does not mean we have become good at catching trouble early. This episode of The Podcast by KevinMD gets at a hard truth in cardiac care: we...
Sail Backpack Increases Speed, Stability for Downhill Cyclists
Aerodynamic Sail Backpack Boosts Speed and Stability for Downhill Cyclists by @IntEngineering #Innovation #EmergingTech #Technology https://t.co/xEEaQx6zo3
Flatbed Rates Surge to $3.74/mile, Industrial Demand Spikes
Flatbed trucking spot rates +$.05/mile overnight to $3.74/mile as industrials show no sign of cooling. https://t.co/kpqUrejGlK