US Oil Export Shift Requires Double Tanker Fleet, Years
Yes, it appears supertankers are heading to the US to get oil. The US exports 5 million barrels a day. So, the US has it. BUT.... The majority of Middle Eastern crude oil goes to Asia. That is a 21-day trip from the Persian Gulf versus a 50+ day trip from the United States. (A fully laden supertanker tops out at 14 to 17 MPH) So, if the world is going to get its crude from the US, it needs twice as many oil tankers. Expanding the fleet is a 3- to 5-year process.
Rare Diseases Need Molecular Surgery, Not Drug Barriers
The turning point for rare diseases, which affect >300 million people around the world. A call to get rid of its many structural obstacles, to consider it as molecular surgery unlike drug treatments gift link: https://t.co/DQ0OZ9tXXc https://t.co/RELCwTr88i
Choosing Gas: Texas vs Russia—Reliability Unclear
When I lived and worked in France and there was a choice between buying gas from Texas or Russia it wasn’t obvious who would be the more reliable and honest provider.
The Drama Holds 38% Second
#TheDrama puts up strong -38% hold in second weekend with $8.7M as domestic cume stands at $30.8M https://t.co/YWGqRqSiFw
Existing Home Sales Data Arriving Tomorrow, Shows Inventory Trends
Existing home sales will be released tomorrow, providing a historical view of active inventory. https://t.co/Numo1lkNMr
US Oil Imports Make Gulf Blockade Self‑inflicted Disaster
The US is a net importer of oil, and expanding exports + blockading the Persian Gulf is hilariously catastrophic for the US consumer.
AI-Generated Content Floods SERPs, Threatening Sustainability
It works until it doesn't... but it's still working for now. This one will be interesting to watch. Massive scaled content abuse. Nearly 1M pages indexed now. Surging like crazy in the SERPs. Including news surfaces. I don't think this...
Wrong FY TDS Deposit Stalls ₹21L Tax Credit
Sold property for ₹94 lakh but almost lost ₹21 lakh... No tax fraud but a small mistake by the buyer.... As per Income Tax law, the buyer deducted TDS of ₹21 lakh.. The buyer deposited TDS in the wrong financial year. It sounds like...
China Deepens Ties with North Korea, Echoing Iran, Pakistan Alliance
"North Korea and China agree to deepen cooperation in talks between foreign ministers" @APNews There is a theme here. China - Iran, North Korea, Pakistan. https://t.co/4QGOtXddNk
Trucking Spot Rates Dip Post‑Easter, Market Remains Strong
We expect trucking spot rates to drop this week, as demand has slightly cooled post Easter. Rejection rates doing to their lowest levels since Early Feb at 13.44%. This is still a strong market, just cooled from where we were before Easter. Note:...
Sungrow Storage Set to Surpass Inverters by 2025
Chinese PV Industry Brief: Sungrow storage overtakes inverters in 2025 #energysky -- via pv magazine global: https://t.co/rqkMb18oPl
NFL Must Secure Media Deals Before September Kickoff
New pod: MoffettNathanson's Michael Nathanson on what the NFL must do to lock in its next round of media deals ahead of September’s kickoff—and what’s at stake if it doesn’t. https://t.co/HlGcniYsuv
Americans Trade Long Commutes for Larger New Homes
And this is why DR Horton is able to build and sell 100,000 homes per year Americans want a large new house … and they are willing to trade long commutes for them.
Pressuring China Is the Key to Curb Iran's Influence
I am once again reminding you that the only way to pressure Iran is to pressure China, and that China cannot afford a global recession.
Rapid Oil Surge Signals Deflation, Not Inflation
The most critical thing to watch this week is if long duration yields fall into the Oil surge. We are on the verge of a massive deflation scare. You read that right. The SPEED of the oil move is DEFLATIONARY. The market has this...
Shale Boom Fuels US Investment, AI Lead, Weakens Adversaries
It's difficult to overstate the significance of the shale revolution. The resultant abundance of cheap domestic nat gas and oil has made the US a destination for investment and also an AI superpower, but it also has reduced the leverage...
Hormuz Closure Could Cut Gulf Output by 15 MMbpd
Current Middle East Gulf production shut-ins stand at ~13 MMbpd (out of a ~105 MMbpd market) If Trump blockades the Strait and forces Iran to shut in production that total rises to ~15 MMbpd. It’s been strange to see Iran continue to...
Lack of Comprehensive Legal API Raises Serious Concerns
that the full breadth and depth of citable, current law is not available by API is profoundly concerning
Freeing Stuck Vessels Key to Hormuz Security
Strait of Hormuz. Achieve maritime security. First the ships stuck in the Strait must leave. Where are the ships waiting to enter. Resetting is not like flipping a light switch.
Ezra
In an odd exercise in rhetorical dentistry, Ezra Klein tries to defang Joe Rogan, Hasan Piker, et al, wanting to book Democrats on their shows. Hasan Piker Is Not the Enemy https://t.co/UXP6ytypCk
Satirical Trump Threat Sparks Dark Mall Thriller
In light of this tweet by Trump, read the story below: President Trump: Effective immediately, united states navy will begin process of blockading any and all ships trying to enter, or leave, strait of hormuz.
Newsletter Hits 21k, Seeks 22k Milestone
It’s wild to blink and now have 21,586 people subscribe to my newsletter. That’s 4x the following of my X! Feels like yesterday (Jan 2023) when I was ~outbounding my dad, family and friends to subscribe. Each week: -Content of the week (top...
Interdicting Chinese Tanker Risks Escalation with Warship Escort
So, let’s game this out. A Chinese flagged tanker pays the toll and transits the strait. We interdict it? What if the tanker is escorted by a Chinese warship? https://t.co/8ehkhlpNBn
Fox Sports App Ends 2026—Switch Platforms Now
Fox Sports App Shutting Down May 2026: What to Do On Roku, Fire TV, Apple TV https://t.co/9pqX8e2YGJ via @TVAnswerMan
Trump Blocks Hormuz, Doubts Iran’s Nuclear Ambitions
President Trump announces a naval blockade of the Strait of Hormuz. Iran (as stated at the beginning of Operation Epic Fury) can never have a nuclear weapon. War is a contest of wills, a nation’s ability to wage war is...
Quick Summary of Today’s Strait of Hormuz Events
This morning’s Strait of Hormuz developments, summarized so you don’t need to read the president’s rambling morning long-posts: https://t.co/KWcJKMp2QV
Aperam Earnings Drop Amid Weak European Stainless Prices
Aperam earnings fell as weak European stainless prices offset stable shipments and cost savings. https://www.metalnomist.com/2026/04/aperam-stainless-steel-earnings-fall-as.html
Retention, Not Acquisition, Drives Explosive Revenue Growth
Right now, this pattern is repeating itself in real time (D2C Wellness Brand) $1.2M/month… growth flat for the last 120 days “We’ve scaled… but now it just feels stuck” The issue wasn’t acquisition—it was weak retention economics We built LTV systems + repeat purchase...
Blockade Targets All Vessels, Not Just Iranian Ships
This is a change of tactics. Not sure why a blockade would be directed against "all ships" and not just Iranian ships or those that loaded or unloaded in Iranian ports.
Sunday Mini‑Column Launch for Paid Subscribers
Introducing a new Sunday morning mini-column for the paid subscribers of THE FUTURE IS OURS TO MAKE Thank you for making this work happen xo xo https://open.substack.com/pub/thefutureisourstomake/p/flirtations-with-humanity
MIT's Origami Robot Self-Folds Into Multi‑Terrain Machine
MIT’s Self-Folding Origami #Robot Transforms from Flat Sheet to Crawling, Climbing, Swimming Machine by @tweetciiiim #Robotics #MachineLearning #ArtificialIntelligence #ML https://t.co/6UdsasuOcm
Trump Announces US Blockade of Hormuz Shipping
*TRUMP SAYS US WILL BEGIN BLOCKADE OF SHIPS TO AND FROM HORMUZ The shipping tourists can stop counting ships. It is now zero. https://t.co/1AQGj4UeEF
US Navy to Block All Strait of Hormuz Traffic
“Effective immediately, the United States Navy, the Finest in the World, will begin the process of BLOCKADING any and all Ships trying to enter, or leave, the Strait of Hormuz” (No LNG cargo has left the Persian Gulf in over a...
TCL Zhonghuan Takes Control of DAS Solar
TCL Zhonghuan to acquire control of DAS Solar in consolidation move #energysky -- via pv magazine global: https://t.co/6KgNzdUutV
Bloomberg TV Recaps 24 Hours Amid US‑Iran Talks
Sunday morning @BloombergTV from in front of the Faisal Mosque in Islamabad, recapping the frenzied pace of the past 24 hours and US-Iran negotiations. With @C_Martlew producing https://t.co/FHWJoS3hh9
Skydio Introduces Robotic Arm for Automated Drone Launches
Skydio Unveils #Robotic Arm System for #Automated #Drone Launch and Mid-Air Recovery by @spaceandtech_ #SpaceTech #Tech #Technology #EmergingTech #Space https://t.co/LCDLZAwddk
Agile Hype Hurting ERP Digital Transformation Outcomes
Agile is touted to boost digital transformations, but for many organizations, it's actually hindering ERP implementations and worsening outcomes. The hype might be overshadowing the reality. #Agile #Tech https://t.co/surYubkWUT
South Africa’s Viable Alternatives Ease Starlink Licensing Pressure
Emotions are boiling… The issue of @Starlink in South Africa has been a thorn in the flesh for @elonmusk … South Africa has the potential to be one of the biggest markets for Starlink in Africa… South Africa has reliable &...
Michel's Stance Signals End of Fair EU Roaming
Michel is not backing down. ⚡️⚡️⚡️ I'm guessing this could mean (fair) roaming in Europe is actually dead. #alwaysbefaircharging #AFIR 🇪🇺 #FAIRADHOC https://t.co/GorDuuzY8m
ADNOC Warns World Cannot Afford Hormuz Closure
Adnoc CEO: “The Strait of Hormuz has never been Iran’s to close or restrict… The world simply cannot afford it and must not allow it” (Adnoc hasn’t been able to export LNG for over a month to customers in Asia and...
Uber Cancels Ride, Leaves Blind Passenger Stranded
Another @Uber accessibility fail. Sight-impaired husband scheduled a ride & was waiting to be picked up. Ride was cancelled without notice. No message, no text, nothing.
Automated Barriers Streamline Traffic Redirection Down Under
Automated Road Barrier Modules Help Redirect Traffic in Australia by @tweetciiiim #Innovation #EmergingTech #Technology #Tech https://t.co/2r7apRe3Rr
Know 15 Cyber Attacks to Boost Business Resilience
15 types of cyber attacks you should know 🔐 Phishing, malware, DDoS, SQL injection, MITM, insider threats & more — all in one visual. Cybersecurity = business resilience. Credit: Cybersecurity Insights #CyberSecurity #InfoSec #CyberAttacks #TechRisk https://t.co/7OavuYeZHL
FOMC Chair Not Automatic With New Fed Governor
"There's a distinction between the Chairman of the Federal Reserve Board of Governors, which is a presidential appointment with Senate confirmation, and there's a distinct job, which is the chairman of the Federal Open Market Committee. Now, historically, those have...
Passengers Fight on AA Flight During Miami Approach
American Airlines Passengers Brawled On Final Approach To Miami — “She Had Her Elbow In Me The Whole Entire Time” - View from the Wing https://t.co/1DNC4OaiCA
Fast In‑flight Wi‑Fi Sparks BYOL Entertainment Model
Do fast inflight Wi-Fi and the shift in media consumption portend a Bring Your Own License (BYOL) model for inflight entertainment? We talk to Panasonic Avionics, Thales, Viasat and more. https://t.co/kv3wLYsMcW
Brent at $95, but US Embargo Could Push $125
My base case is for many weeks of messy negotiations with Iran, but that war has basically ended. That's what I think is priced into Brent at $95. If negotiations fail and the US does an embargo of Iranian oil,...
Reviving FaZe: Replace, Rebuild, or Quit CS?
If you were the FaZe GM and you were tasked with bringing the team back to its former glory what's your play? Replace 1 Replace 2 Completely rebuild Abandon Counter-Strike
Shift4 Wins on Price, Not Product Quality
It is clear that Shift4 can win on price and subsidies. This former VP at Shift4 readily capitulates that Toast is a better product than Shift4, but notes their ability to pay off merchants and give away hardware often convinces...
AI Chatbots Can Foster Dangerous Emotional Dependence
What started as comfort turned into something much darker. After thousands of messages with a chatbot, what began as seeking support became a deep emotional attachment, with tragic consequences. The case reflects a growing pattern of users spiraling into delusional states,...