Strait of Hormuz Traffic Plummets 98% Below Normal
GS: We Estimate Based on Reported Vessel Counts that Average Daily Flows Through the Strait of Hormuz Are Down 98% From Their Normal Levels (4-Day Moving Average) https://t.co/af4DPzafNM
Asia's Jet Fuel Demand Crumbling, Oil Outlook Dims
GS: Increasing Evidence of Oil Demand Destruction, Especially in Asia and for Jet Fuel https://t.co/ZXj2aGuaMX
Patented Chemo Reform Boosted Profits, Not Patient Benefits
Please. This is nonsense. You figured out a way to swap castor oil for albumin making it easier to administer paclitaxel, a standard chemotherapy. Same side effects. Look at the label. The best thing you did, for you, was secure...
Robots Detect Microscopic Rail Flaws, Prevent Outages
Railway maintenance is becoming precise, fast, and increasingly automated. In China, a robot is now repairing track cracks at up to 10,000 RPM, while detecting flaws as small as 0.1 mm. That level of accuracy changes the game. Instead of reacting to visible damage, systems...
One Multifamily Building Beats Multiple Single-Family Homes
Why I would rather have one multi-family building than multiple single family homes… Comment FREE to join my free virtual real estate training this weekend.
First Space Fighter Satellite Promises Agile In‑Orbit Combat
Fascinating read on company building the first space 'fighter/pursuit' satellite for in-orbit combat - the True Anomaly Jackal. Agile and manoeuvrable - but left unsaid - what does it do when it gets on an enemy satellite's 'six o'clock'? Kinetic?...
Control Your SAP Project: Define Strategy Before Consultants
Don't let software vendors or system integrators rush your SAP implementation. Hold back consultants until you're ready, after defining your strategy. You're in control of your project's destiny. #SAP #ProjectManagement https://t.co/WK16wWXHY7
Trump’s Hormuz Remarks Threaten Petrodollar‑reserve Currency Pact
One of the foundations of the US reserve currency status is the 1970s Nixon-KSA agreement that the US provides military protection in return for recycling of Petrodollars into the US bond market. When President Trump says things like that "we...
Governance Fuels AI Adoption and Climate Resilience
We are standing at the intersection of profound digital disruption and escalating physical risk. Last year, secondary climate perils drove a record 92% of global insured natural catastrophe losses. The physical world is demanding as much transformation as the digital one. The...
Trump's Brand Expands Across GCC Amid Iran Tensions
With the Iran conflict now in its 4th week, an important angle worth noting: President Trump’s family business (Trump Organization) has substantial licensing deals across the GCC - Trump Towers, hotels & golf resorts in Saudi Arabia, UAE, Qatar & Oman,...
Stepping on a WWII Landmine: What Happens?
#HowThingsWork? World War II Landmine. If you had stepped on one this is what would have happened. #WarTech #History https://t.co/M6vv22Mf7e
Trump Claims Joint Control of Hormuz with Iran
This would be an important dynamic, if it were to continue and GROW in size. AND, if the US were to acquiesce to this new arrangement. Then again, President Trump did say that the "me and the ayatollah will jointly"...
1ha Solar and Battery Powers Remote Indigenous Communities
There's 1000-1500 MWh/year (varies by location) Back of envelope: ~3MWh day from 600kW Add a 2MWh battery, and we're done https://t.co/bwagWj8doa
Jogmec Invests C$6M for 10% Stake in Manitoba Copper Venture
Jogmec joins Manitoba copper exploration with Hudbay and Marubeni, funding C$6mn for a 10% option. https://www.metalnomist.com/2026/03/jogmec-manitoba-copper-exploration.html
AI-Driven Partnership Targets Unmet Gynecological Diseases
We are very happy to join forces together with the wonderful ASKA to go after Novel Targets for Women's Health. Gynecological diseases have long posed challenges, including difficult diagnosis, limited treatment options, and a substantial disease burden, affecting millions of...
Agentic Commerce Reshapes Payments; Providers Must Rethink Differentiation
Thanks to UKI Acquirer Innovation Hub for hosting me last month. We had a great discussion about 'Discoverability in an Agentic World', exploring how agentic commerce will reshape payments and why providers might need to rethink how they differentiate. https://t.co/irpi0R2B2k
Fuel Shortages Stem From Hoarding, Not Just Demand
Hoarding creates the fuel supply problem All "servos out of petrol stories" ought be accompanied by specific mention of which fuel - otherwise they're just click-bait What aren't more stories reporting and shaming the hoarders? https://t.co/2PxaL3xXgP
BART Faces Shutdown without Sales Tax Approval
Oh wow, shutting down BART entirely is a possibility if the sales tax measure doesn't pass. https://t.co/HALTrAsMxJ
Modern Homes Cost More, yet Offer Greater Safety
housing is more expensive now, but also a lot safer. this is what an expensive home was like in the 1980s
UK New Homes Still Rely on Gas Over Heat Pumps
"It is outrageous that people will be buying homes that are expensively heated with gas when we have perfectly good technology – heat pumps – that can be installed instead." My comments @theguardian.com new homes in the UK still using...
Rapid EV Adoption Slashes Nations' Oil Dependence
When these countries decided to swap to electric vehicles, they just did And it doesn't seem to take long They won't be having much of a crisis of oil (still some, just not as much Graphs by @leRaffl https://t.co/pwbx23EBnH https://t.co/uEcG9YrpIJ
Composable ERP Cuts Rework and Simplifies Tech Swaps
Minimize project rework and make technology replacements less painful. A best-of-breed or composable ERP environment is key. #ERP #TechStrategy https://t.co/J4jmSyxXKl
Pakistan Faces Energy Crunch as Qatar LNG Supply Dries
Almost 99% of Pakistan’s LNG imports came from Qatar last year. Now, PAK import terminals are close to shutting down. Pakistan may be forced to turn to more EXPENSIVE and DIRTIER furnace oil to generate power. PAKISTAN SHOULD SEND A BILL FOR...
Australia’s Lithium Overlooked Even by Geosciences Australia
Why isn't lithium from Australia front page news? Geosciences Australia doesn't think it is, either
Singaporeans with US Holdings Face 40% Estate Tax
If you're Singaporean and you hold more than US$60,000 in US stocks, ETFs, or US-listed funds, your family could face a 40% estate tax bill when you die. On $500K in US holdings, that's roughly US$176,000. Most people in Singapore holding...
Inspection Robots Are Revolutionizing Maintenance Across Industries
Why Inspection and Maintenance #Robots Are Taking Over by @lukas_m_ziegler #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/zfzsEpnq8O
Robot Turns Pixels Into Torque for 30+ Motors
this is fully autonomous...the robot is reasoning from camera pixels and computing torque to control it's 30+ motors
Teck Reaches Upper 2025 Copper Guidance Despite Tailings Limits
Teck hits the top end of 2025 copper guidance as Quebrada Blanca tailings constraints remain. https://www.metalnomist.com/2026/03/teck-hits-top-end-2025-copper-guidance.html
Chevrolet Ends Production of Original Bolt EV/EUV
#TechTuesday. December 20, 2023. Production of the original Chevrolet Bolt EV and EUV officially ended. (Wood TV 8) #EV #Automobile #Industry https://t.co/cIJGyy6WaM
GSP Crop IPO Defies Advice, Posts Modest Gain
GSP Crop Science - IPO : Listedt Flat to Positive ✅ Much better listing compared to yesterday's IPO ⭐ It listed at ₹328 with (2% listing gain)⬆️ We asked to AVOID this IPO. ❌ @champ_trader
US Kills Cubans with Impunity, Media Distracts with Hotel
The headline and framing on this story from the MSM has been insane as @NathanJRobinson’s great thread points out. America is killing Cubans with impunity and they’re trying to make the story about what hotel a media figure was required...
DVD Crash Inflated Budgets, Then Forced Rapid Cuts
“It reminds me of the period in which DVD crashed, going from hundreds of millions a year in profits that went to the bottom lines of movies large and small to a lot less in a hurry. Budgets had skyrocketed...
Mysterious VLCC Transits Strait of Hormuz with 2M Barrels
A VLCC laden with 2 million barrels of Basrah crude successfully transited the Strait of Hormuz. How? We still don’t know. All we know is AIS signal off when it crossed. https://t.co/MAsl9PyQhK
Respect Analytic Tradecraft Over Censorship Claims
This is being framed as censorship but it’s actually just prosaic advice for language relating to photo-interpretation. We just accused CENTCOM of PAC’ing a Bahraini neighborhood, but one still needs to respect analytic tradecraft.
Chinese Automakers Outsell Japanese Rivals Globally for First Time
Xinhua: "Chinese automakers have surpassed their Japanese counterparts in global vehicle sales for the first time, marking a significant shift in the global automotive industry." https://t.co/PtNMiJISii
Direct Immune Cell Injection Eradicates Multiple Mouse Cancers
A potentially game-changing discovery by @UCSF's Justin Eyquem @j_eyquem & colleagues – injecting cancer-fighting immune cells directly into the body kills several types of cancers in mice. Paper in @Nature: https://t.co/EXbsfx7whl Summary/video by UCSF: https://t.co/qLYXXvEDTV
Argentina Launches BESS Tender, Heralds New Energy Era
Exclusive interview: Argentina’s Energy Secretary on BESS tender and new era for country’s energy sector #energysky -- via Energy Storage News: https://t.co/WuwKJsoyeP
General Counsel Sighs at Endless Legal Workload
Every time you talk to General Counsel you get the understanding they have enormous experience with doing an exasperated sigh in how much work this is gonna be
Supply Chain Data Science Demands Broad, Practical Skills
𝗠𝗼𝘀𝘁 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻 𝗽𝗲𝗼𝗽𝗹𝗲 𝗜 𝘁𝗮𝗹𝗸 𝘁𝗼 𝘁𝗵𝗶𝗻𝗸 𝗗𝗮𝘁𝗮 𝗦𝗰𝗶𝗲𝗻𝗰𝗲 𝗶𝘀 𝗼𝗻𝗹𝘆 𝗳𝗼𝗿 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝗿 𝗦𝗰𝗶𝗲𝗻𝗰𝗲 𝗳𝗼𝗹𝗸𝘀 𝗮𝗻𝗱 𝘁𝗲𝗰𝗵 𝘄𝗶𝘇𝗮𝗿𝗱𝘀. It isn't. And the graphic I've shared proves it. I've been studying the research behind what it actually takes to be a practical...
Ruthless Steel Magnate Stitches Himself, Keeps Working
Most people know Andrew Carnegie but not as many know his business partner, Henry Clay Frick. Frick was younger than Carnegie but ruthless. He had a monopoly on coke (a key ingredient for steel), and together they built a steel empire. They made...
Robin Zeng Claims US EV Market Needs CATL Tech
The Chinese Billionaire Who Says America’s EV Market Is Doomed Without Him—Robin Zeng of CATL can’t build a factory in America, but Ford and GM rely on its technology @Kubota_Yoko @christopherotts https://t.co/tIRVSfDXPe https://t.co/tIRVSfDXPe
Global Solar Stories: Iran, Oregon, Balcony Installations
Volts community thread #28: Iran, Bend OR, balcony solar & more #energysky -- via Volts/David Roberts: https://t.co/KuPKbRqZOY https://t.co/Gg0SY1UgTm
Record Efficiency Reached in Perovskite‑Silicon Triple‑Junction Cells
Record efficiency achieved for perovskite-silicon triple-junction solar cells by @EPFL_en @TechXplore_com Learn more: https://t.co/sZXYSMQ1KF #Sustainability #TechForGood #CleanEnergy https://t.co/ykexA5vACR
Sony Debuts Versatile Surgical Robot Tested on Animals
#WhosNext? Surgeons? Sony recently unveiled their new Surgical Robot by having it slice and stitch a kernel of corn. It can also auto-switch between its different tools, and has successfully been tested in animal surgery. #Robotics...
Private Credit's Circular Lending: Cliffwater Borrows From Itself
The circular relationships within the private credit ecosystem are fascinating. For example, Cliffwater invests in Carlyle's private credit fund. On the other end, Carlyle's private credit fund lends to Cliffwater (first lien loan shown below). So it appears that ultimately, Cliffwater is lending...
Trump Blocks Homeland Security Funding, Triggers Shutdown
Trump blocked the bipartisan deal to fund all of Homeland Security except ICE. This is Trump’s shutdown. https://t.co/MxVPDtgIwz
Sweden Builds Road that Powers EVs While Driving
Charging on the Move: Sweden’s Road That Powers Electric Vehicles as They Drive by @MikeHudema #Sustainability #ClimateTech #TechForGood #CleanEnergy https://t.co/HSt7CoPtIT
XPeng Posts First Quarterly Profit Amid EV Boom
XPeng turned a quarterly profit for the first time, driven by fast-growing sales and strong margins, making it the latest Chinese electric-vehicle maker to become profitable despite fierce competition in the world’s largest auto market. @ivy_jiahuihuang https://t.co/sgiUhRKE9u
Pentagon Tightens Control Over Stars and Stripes, Faces Legal Challenge
More DoD media manipulation. Watch for a decision this on the NYT press pass case. Hope for an order to vacant the DoD rules: Pentagon tightens controls over Stars and Stripes after calling it “woke” : NPR https://t.co/xb0UyBKuPb
Third Manipulation Spike Pushes Brent to $104
Now, after the third incident of price manipulation, oil prices are rising again. Bent is about $104/b.