Industry Social Media and Updates

USS John F. Kennedy Construction Drags on 17 Years
SocialMar 23, 2026

USS John F. Kennedy Construction Drags on 17 Years

“Can take twice as long” Are you kidding me?? We have been building the aircraft carrier USS John F Kennedy for SEVENTEEN YEARS and it’s still not completed.

By John Konrad
Pfizer's Lyme Phase 3 Cut by One‑Third Over Contractor Issues
SocialMar 23, 2026

Pfizer's Lyme Phase 3 Cut by One‑Third Over Contractor Issues

Pfizer's phase 3 for its Lyme trial was supposed to be 18k patients -- but issues with a contractor at the start of the trial cut the size by a third, and @ky_lahucik + I reported a long time ago...

By Drew Armstrong
Iran's Hormuz Control Gives It Strategic Leverage
SocialMar 23, 2026

Iran's Hormuz Control Gives It Strategic Leverage

As long as Iran still controls the strait of Hormuz, we’re gonna have issues. That’s really the bottom line here. By realizing it can control the strait (at least so far) Iran has gained strategic leverage relative to the outset...

By Mark Dow
Media and Telecom Policy Roundup Highlights Major Moves
SocialMar 23, 2026

Media and Telecom Policy Roundup Highlights Major Moves

Policyband Headlines: ■ Circle City CEO Interested in Buying @NXSTMediaGroup 's NBC Station in Indy ■ Nexstar Ended DEI Programs Ahead of @TEGNA Approval ■ Alaska’s BEAD Plan Has Some Eye-Popping Per-Location Costs: $50,000? ■ @POTUS Trump EO Asks Carr, @howardlutnick to Protect Army-Navy...

By Ted Hearn
Qatar Outage Boosts Russia's LNG Sales to Vietnam
SocialMar 23, 2026

Qatar Outage Boosts Russia's LNG Sales to Vietnam

The outage at the world’s biggest LNG export plant in Qatar is apparently benefiting Russia 🇷🇺 ⚠️ Russia’s largest LNG producer Novatek has signed a preliminary deal to supply Vietnam, Tass reported citing CEO Mikhelson (Vietnam is struggling to buy LNG...

By Stephen Stapczynski
Spot Rates Rising, Poised to Lift Contract Rates
SocialMar 23, 2026

Spot Rates Rising, Poised to Lift Contract Rates

Trucking spot rates on the move; contract rates stable for now. Spot rates are going to pull up contract rates. https://t.co/ZwPKv4PP3D

By Craig Fuller
Markets Underestimate Full‑scale US‑Iran Energy Conflict
SocialMar 23, 2026

Markets Underestimate Full‑scale US‑Iran Energy Conflict

Trump just gave Iran 24 hours. Reopen Hormuz. Or face strikes on power facilities. Iran's response: We'll hit every US energy and desalination plant in the Gulf. $SPY is not pricing a full energy war. It should be. https://t.co/wOxm8bXbEC

By Michael A. Gayed, CFA (Lead-Lag Report)
OpenAI to Introduce Ads for All ChatGPT Users
SocialMar 23, 2026

OpenAI to Introduce Ads for All ChatGPT Users

Like I shared the other day, OpenAI now confirms they will roll out ads to ALL users in the coming weeks (for free and Go plans): "OpenAI will begin showing ​ads to all users of the free ‌and Go versions of...

By Glenn Gabe
US Strikes Cripple Iran; Strait Safe, Democrats Skeptical
SocialMar 23, 2026

US Strikes Cripple Iran; Strait Safe, Democrats Skeptical

We’ve cleaned out Iran’s nukes and drone factories, and gutted their navy. If the Strait reopens without a single U.S. naval casualty… will every Dem here finally admit @PeteHegseth is doing a good job… or just gaslight us again? https://t.co/8Fpfnm7TNh

By John Konrad
P7C3 Boosts NAD Enzyme, Improves Mouse Alzheimer Model
SocialMar 23, 2026

P7C3 Boosts NAD Enzyme, Improves Mouse Alzheimer Model

P7C3 is an activator of an enzyme that makes NAD called NAMPT. Cool that it’s working in a 🐁 model of AD 👏

By David Sinclair, PhD
Trump’s Flip‑flop on Iran Rattles Oil Prices
SocialMar 23, 2026

Trump’s Flip‑flop on Iran Rattles Oil Prices

> Trump threatens to attack Iranian power plants, thrust region further down path of major facility attacks > Crude price flat out of weekend > Trump says now he isn’t going to attack Iranian power plants > Crude price falls $16/bbl https://t.co/e81KQnsv14

By Rory Johnston
Cashing Out High, Targeting Beaten‑Down US Junior Silver
SocialMar 23, 2026

Cashing Out High, Targeting Beaten‑Down US Junior Silver

During VRIC and Bmo it was very clear we needed a healthy shakeout. Glad i had one position get bought out for cash near the top. So I’ll be able to redeploy into beaten down junior silver miners...

By Jeb Handwerger
Ever Given’s Suez Mishap Sparked a Shipping Saga
SocialMar 23, 2026

Ever Given’s Suez Mishap Sparked a Shipping Saga

Five years ago, MV Ever Given took a right turn in the Suez and rammed Asia and hung its stern up on Africa and started my wild ride with What's Going on With Shipping. https://t.co/43E5IpnOsh

By Sal Mercogliano
Under‑50 Bowel Cancer Cases Surge Globally, Linked to Lifestyle
SocialMar 23, 2026

Under‑50 Bowel Cancer Cases Surge Globally, Linked to Lifestyle

A study published in #TheLancet Oncology reports a rise in bowel #cancer cases among people under 50 in 27 out of 50 countries over 10 years. Possible causes include obesity, gut bacteria, ultra-processed foods, and ... #healthcare #research https://t.co/Mjap7D8jtb

By Catherine Adenle
Oil Prices Slide as Trump Delays Iran Strikes
SocialMar 23, 2026

Oil Prices Slide as Trump Delays Iran Strikes

Oil and energy commodities tumble after Trump postpones U.S. strikes against Iran energy infrastructure for five days: CNBC https://t.co/nO7poYHdmx

By S. Joseph Burns
China Transforms From Free Rider to Drug Innovator
SocialMar 23, 2026

China Transforms From Free Rider to Drug Innovator

New @nberpubs: "From Free Rider to Innovator: The Rise of China's Drug Development" https://t.co/cQpEqRC1jy https://t.co/pSL5kCzlnO

By Scott Lincicome
Gold and Silver Discount Window Nearing End, Bullish Reversal Ahead
SocialMar 23, 2026

Gold and Silver Discount Window Nearing End, Bullish Reversal Ahead

Bullish reversal coming…discount window in gold and silver going to come to an end soon. https://t.co/Yd9oNzf6ao

By Jeb Handwerger
WTI May Top Near $120 by 2026, Echoing 2008
SocialMar 23, 2026

WTI May Top Near $120 by 2026, Echoing 2008

WTI Peaks and Recessions: $120 (2026), $147 (2008), $130 (2022) - WTI crude oil was near unchanged for the week ending March 20 despite the Strait of Hormuz remaining mostly closed, suggesting a potential topping process reminiscent of 2008. Roughly...

By Mike McGlone
Russian Oil Facilities Spotted at Primorsk Port
SocialMar 23, 2026

Russian Oil Facilities Spotted at Primorsk Port

Russian oil facilities by the port of Primorsk now. Yes, it's just me being Zelensky's politruk. https://t.co/hmcD7YMraa

By Illia Ponomarenko
Trump’s Iran Comments Send Brent Down $16
SocialMar 23, 2026

Trump’s Iran Comments Send Brent Down $16

An off ramp? A TACO? Another bait and switch? Brent cratered ~$16/bbl on Trump’s latest post talking about “very good and productive conversations” with Iran. https://t.co/6dfE8zEiRE

By Rory Johnston
2026 Commodity Pump‑Then‑Dump May Hit WTI Crude
SocialMar 23, 2026

2026 Commodity Pump‑Then‑Dump May Hit WTI Crude

Crude vs. 2026 Commodity Pump-Then-Dump Pattern - Front-month US natural gas futures surged roughly 100% to the January peak, then reversed to about a 15% decline by March 20. Will WTI crude oil follow? Silver and copper have also shifted...

By Mike McGlone
Efficiency Drives Growth in Post‑SaaS Era
SocialMar 23, 2026

Efficiency Drives Growth in Post‑SaaS Era

Efficiency is the New Growth: Navigating the Post-SaaS-pocalypse by @Timothy_Hughes https://t.co/6YaqNEKd3A @DLAIgnite #SocialSelling #DigitalSelling #Sales #Marketing #MarketingStrategy #Strategy #Leadership #ArtificialIntelligence #Innovation #Technology #Tech #TechNews #SaaS #Cloud #CloudComputing

By Tim Hughes
Pfizer Lyme Vaccine Effective yet Misses Crucial Statistical Benchmark
SocialMar 23, 2026

Pfizer Lyme Vaccine Effective yet Misses Crucial Statistical Benchmark

Pfizer’s Lyme vaccine shows efficacy, but misses key statistical hurdle There is a set up for drama here. $Valn $pfe Valneva stock is down 14% in premarket trading. https://t.co/WN0KOl4Nqh via @statnews

By Matthew Herper
China De
SocialMar 23, 2026

China De

there goes China +1 'de-risking' strategy. almost everyone else is dependent on imported oil to fuel manufacturing, which it turns out is another variable which can be disrupted by rage tweet

By Hung Lee
Satellogic Targets 2025 Profit Surge with ITAR‑free Growth
SocialMar 23, 2026

Satellogic Targets 2025 Profit Surge with ITAR‑free Growth

Satellite geosptial imaging service/satellite proivder @Satellogic performs turnaround in 2025, rev up 38%, opex down 25%, $94M uncancellable backlog at Dec. 31. US-based, but ITAR-free products open access to governments that want full sovereign control.https://t.co/2TlBBJGUji https://t.co/SejAvYSosb

By Peter B. de Selding
Oil Volatility Shifts: From Demand Collapse to Supply Risk
SocialMar 23, 2026

Oil Volatility Shifts: From Demand Collapse to Supply Risk

Both the COVID-19 oil shock and the current Middle East oil shock (has) caused big moves in oil prices (Volatility), but for opposite reasons though. In 2020, demand absolutely collapsed because nobody was using or wanted as much oil as...

By Talk Cents
OQTEC Secures $29M to Expand Satellite IoT Fleet
SocialMar 23, 2026

OQTEC Secures $29M to Expand Satellite IoT Fleet

Satellite IoT/D2D startup @OQTEC: 2 more sats launch this spring, 5 more by year's end. New @EIB funding of $29M permits construction of 20 more. Commercial service in Australia starts this yr. https://t.co/arOtFaMzlq https://t.co/Kyagh8JBOM

By Peter B. de Selding
Hedge Funds Buy 120 BCF Gas, Still Below Historic Levels
SocialMar 23, 2026

Hedge Funds Buy 120 BCF Gas, Still Below Historic Levels

HEDGE FUNDS and other money managers purchased the equivalent of 120 billion cubic feet (bcf) in the two major gas futures and options contracts based on prices at Henry Hub in Louisiana over the seven days ending on March 17....

By John Kemp
Impending Iran Conflict Sparks Market Sell‑off, Dollar Rally
SocialMar 23, 2026

Impending Iran Conflict Sparks Market Sell‑off, Dollar Rally

We could be around 12 hours from a major escalation in the war on Iran. There is no appetite for risk. Bonds and stocks sold aggressively. Gold and silver offer no haven. The greenback is broadly higher....

By Marc Chandler
Frontline Nurses Demand Safety Amid Collapsing ER System
SocialMar 23, 2026

Frontline Nurses Demand Safety Amid Collapsing ER System

Healthcare is the only industry where you can be assaulted on the job and still be expected to finish your shift. Emergency nurse Kristen Cline has spent 20 years on the front lines. In a recent conversation on The Podcast by...

By Kevin Pho, MD
Gastineau's $100M ESPN Documentary Lawsuit Dismissed
SocialMar 23, 2026

Gastineau's $100M ESPN Documentary Lawsuit Dismissed

Gastineau’s $100M ESPN ’30 for 30’ Suit Fails Due to Newsworthiness https://t.co/ueQBQRyNdC via @sportico @McCannSportsLaw

By Scott Soshnick
Trump’s War Tactics Falter Against Iran’s Asymmetric Strategy
SocialMar 23, 2026

Trump’s War Tactics Falter Against Iran’s Asymmetric Strategy

I joined @davidgura and the @BloombergTV Weekend team to analyze Trump’s way of war and why US high-end capabilities and operational effectivenesss hasn’t translated into strategic success against Iran’s asymmetric approach. https://t.co/ewdcJZuArV

By Becca Wasser
Iranian Oil Routes to China via SWIFT Workarounds
SocialMar 23, 2026

Iranian Oil Routes to China via SWIFT Workarounds

Pfft. None of the desanctioned Iranian oil is going anywhere other than China, because only China can shield their payments from SWIFT. All of these masterful gambits assume the Iranians are idiots. They’re evil. Not idiots.

By Ben Hunt
Orban Frames Voters as Putin or Zelensky Supporters
SocialMar 23, 2026

Orban Frames Voters as Putin or Zelensky Supporters

Elections are coming up in Hungary, and the campaign is surreal. Orban (the current PM) is effectively saying anyone voting for him votes for Putin and Russia (repeats Russian propaganda, and claims anyone voting for the opposition [Tisza] votes for Ukraine...

By Gergely Orosz
Household Real Estate Value Drops to $47.9 T
SocialMar 23, 2026

Household Real Estate Value Drops to $47.9 T

"The market value of household real estate assets fell for the second consecutive quarter to $47.9 trillion in the fourth quarter of 2025" -NAHB

By DailyChartBook
AI Battle Now Hinges on Silicon, Not Models
SocialMar 23, 2026

AI Battle Now Hinges on Silicon, Not Models

Musk: $20B chip factory. Amazon: $50B into OpenAI + new Trainium lab. The AI race is no longer about models. It is about who controls the silicon underneath. Current fab capacity covers 2% of what is needed. Two percent. https://t.co/cl1qOf5ih0

By Yves Mulkers
Protect Citizens and Build Resilience, Not Unemployment
SocialMar 23, 2026

Protect Citizens and Build Resilience, Not Unemployment

When price rises come from climate disasters or overseas fuel shocks, the main job is to protect people from the worst impacts and to build an economy that is less exposed next time, not to manufacture more unemployment. https://t.co/r8pM3hZEYt @reneweconomy

By Prof Ray Wills
Huawei's Ban Highlights Power of Technological Influence
SocialMar 23, 2026

Huawei's Ban Highlights Power of Technological Influence

The real reason Huawei got banned? It wasn’t weakness. It was strength. I’ve been following this space for years, and what struck me is how quickly the narrative shifted. Huawei didn’t rise quietly. It built some of the most advanced telecom infrastructure and 5G...

By Pascal Bornet
Long-Term Copper Bull, Short-Term Bear: 2008 Lessons
SocialMar 23, 2026

Long-Term Copper Bull, Short-Term Bear: 2008 Lessons

OK, let’s get this out in the open so we all know where we stand. I’m a long-term #copper bull. But I’m a short-term copper bear. And this is why. I was both a long-term and short-term copper bull in 2008 –...

By Matt Fernley
US Gas Stable, Europe Volatile: One Price Chaos
SocialMar 23, 2026

US Gas Stable, Europe Volatile: One Price Chaos

Compare and contrast US Natural Gas prices to European TTF Natural Gas prices. US prices have barely moved. What was that about there only being one international price for gas 👀 This is what madness looks like with respect to energy policy...

By Michael Hewson
Regulating Peptide Sales Protects Consumers over Hype
SocialMar 23, 2026

Regulating Peptide Sales Protects Consumers over Hype

Peptides are all the rage right now, but it’s hard to see how they are different from the previous generations of snake oils. The principle that anything that makes a health claim should have to justify it with scientific evidence...

By Vishal Gulati
Ecom Founders Measure Price by ROI, Not Expense
SocialMar 23, 2026

Ecom Founders Measure Price by ROI, Not Expense

Everyone sees a price: 'That's expensive.' Ecom founders see a price: 'What's the value and what's the ROI?' Different mindset. Different way of thinking.

By Kamil Sattar
Honda's EV Pullback Highlights Japan's Niche View, China Leads
SocialMar 23, 2026

Honda's EV Pullback Highlights Japan's Niche View, China Leads

What Honda’s EV retreat means for clean tech Japan’s carmakers treating battery-electric vehicles as niche, instead backed hybrids, H2 & e-fuels But, China, with EVs and batteries as core industries, set to define the future of mobility https://t.co/osIv4iuImo @360info_global https://t.co/2VASiiQ3Ix

By Prof Ray Wills
Honored in TIME Earth Awards for Clean Energy Leadership
SocialMar 23, 2026

Honored in TIME Earth Awards for Clean Energy Leadership

Honoured to be included in the 2026 @TIME Earth Awards list. This is not just a recognition of my work and my @SEforALLorg and @UN colleagues, but all who have supported the vision of accelerating the clean #energytransition and action on...

By Damilola Ogunbiyi
Iran War's Energy Crisis Claim Hinges on Incomparable Data
SocialMar 23, 2026

Iran War's Energy Crisis Claim Hinges on Incomparable Data

The IEA's Fatih Birol has called the 2026 Iran war the greatest energy security crisis in history. The numbers behind that claim are stark. These figures are striking but they are not directly comparable. Here is why. 🧵 https://t.co/oplTLequPN

By Jan Rosenow
ADNOC Cuts LNG Output as Hormuz Closure Tightens Gas Market
SocialMar 23, 2026

ADNOC Cuts LNG Output as Hormuz Closure Tightens Gas Market

Adnoc is now reducing LNG production because Strait of Hormuz is shut, tightening the global gas market 🇦🇪 ⚠️ Adnoc has “made temporary operational adjustments to production of Liquefied Natural Gas” They’re working with customers to fulfill commitments “wherever possible” https://t.co/dLBNlgiLER

By Stephen Stapczynski
Air Astana Hits $1.45 B Revenue on Expansion
SocialMar 23, 2026

Air Astana Hits $1.45 B Revenue on Expansion

Air Astana Posts US$1.45bil Revenue in 2025 as International Expansion Gains Pace. Kazakhstan’s flag carrier grew revenue and capacity in 2025 via expansion, partnerships and fleet investment before 2026 tensions shifted traffic flows. Read more ⬇️ https://open.substack.com/pub/bbaviation/p/air-astana-posts-us145bil-revenue?r=3ug267&utm_medium=ios

By Bilqis Bahari
Only Seven Proven Longevity Compounds After Massive Mouse Trials
SocialMar 23, 2026

Only Seven Proven Longevity Compounds After Massive Mouse Trials

7 Drugs. 30,000 Mice. 20 Years. The Only Longevity Compounds With Real Evidence. https://t.co/BzdoDZeicb @agingroy https://t.co/uM5QMpIAS6

By David Barzilai, MD PhD
Efficiency Wins Amid Middle East Oil Volatility
SocialMar 23, 2026

Efficiency Wins Amid Middle East Oil Volatility

Chaos in the Middle East is a wake-up call for oil and gas producers. When volatility rises, efficiency becomes the ultimate resource... The real winners are those who can extract oil and gas from wells more effectively and efficiently. This...

By Robert Friedland