Industry Social Media and Updates

From Fringe Warnings to Mainstream Panic Post‑Covid
SocialMar 19, 2026

From Fringe Warnings to Mainstream Panic Post‑Covid

This is not like the pre-Covid period in terms of predicting instability. Back then it was just a few weirdos who thought there was something seriously wrong. Today it’s normie oil analysts who are panicking.

By Matt Stoller
Seven Critical Supply G
SocialMar 19, 2026

Seven Critical Supply G

Seven key demands for products/supply impacted by the Iran war. What if inventories are insufficient or are depleted? Alternatives in small windows?

By Tom Craig
European Gas Prices Soar, Boosting US Nat Gas Asset Value
SocialMar 19, 2026

European Gas Prices Soar, Boosting US Nat Gas Asset Value

European gas is now >6x the price of US gas. US nat gas assets becoming more valuable by the day.

By Quinn Thompson
European Freight Rates Set to Drop as Diesel Soars
SocialMar 19, 2026

European Freight Rates Set to Drop as Diesel Soars

[Editor's Pick] European Freight Rates Face Immediate Corrections on Soaring Diesel Prices - https://t.co/0yXOKgPT8A @TransporeonUS @TrimbleCorpNews #dieselprices #EU #trucking #transportation #logistics #supplychain

By Adrian Gonzalez
Germany Mulls Windfall Tax Amid Iran War‑driven Fuel Surge
SocialMar 19, 2026

Germany Mulls Windfall Tax Amid Iran War‑driven Fuel Surge

Germany weighs windfall tax as Iran war drives fuel price surge https://t.co/9SNpQgvAXy via @KowalczeKamil https://t.co/YrOXXrSiVq

By Zöe Schneeweiss
Critical Minerals: Who Supplies the US Amid Trade War
SocialMar 19, 2026

Critical Minerals: Who Supplies the US Amid Trade War

Critical minerals have gotten attention with the US-China trade war. Here are key minerals and the country that is the key supplier.

By Tom Craig
Net Export Status Doesn’t Ensure Energy
SocialMar 19, 2026

Net Export Status Doesn’t Ensure Energy

Turns out becoming a net exporter didn’t make us independent after all. The latest National Security Strategy may have jumped the gun on that. https://t.co/IvtXDoniM2

By Jason Bordoff
Denmark Armed for Potential US Attack Amid Greenland Threat
SocialMar 19, 2026

Denmark Armed for Potential US Attack Amid Greenland Threat

‚If the U.S. attempted an attack, Danish forces would be armed and ready to fight. Danish F-35 fighter jets deployed north were also fully armed. All this despite the understanding that Denmark could not realistically withstand a U.S. military attack.‘

By Franz‑Stefan Gady
Connecting 3 Billion Offline Unlocks Humanity’s Next Genius
SocialMar 19, 2026

Connecting 3 Billion Offline Unlocks Humanity’s Next Genius

You've got 8 billion potential customers on Earth, BUT... In 2026, only ~5.3 billion have internet access. That means 2.7 billion people still can't access the exponential tools we talk about daily—AI, telemedicine, online education, digital banking. The gap: The missing ~3...

By Peter H. Diamandis
Iran Conflict Threatens Chip Makers' Middle East Fuel Supply
SocialMar 19, 2026

Iran Conflict Threatens Chip Makers' Middle East Fuel Supply

"Iran war could cause supply chain kinks: Taiwan and Korea, top chip producers, rely on the Middle East for nearly 70% of their crude oil imports, and 20-25% of LNG imports." - BofA on AI capex

By Sam Ro
Delta Sky Clubs: Crowded Corridors, No Seats Inside
SocialMar 19, 2026

Delta Sky Clubs: Crowded Corridors, No Seats Inside

These Delta Sky Clubs Have A Line Through The Terminal — And No Place To Sit Once Youre Inside [Roundup] - View from the Wing https://t.co/QKQhdpHEyf

By Gary Leff
Vaccines Shield Vulnerable Populations; Declining Rates Endanger Protection
SocialMar 19, 2026

Vaccines Shield Vulnerable Populations; Declining Rates Endanger Protection

Multiple vaccines offer benefits beyond protecting the vaccinated individual from the disease the vaccine targets. Some protect fetuses in the womb, some protect people who are immunocompromised, some protect seniors. As vax rates fall, these benefits are threatened. https://t.co/zmiws8gAnw

By Helen Branswell
ECB Holds Rate at 2% Amid War‑Driven Risks
SocialMar 19, 2026

ECB Holds Rate at 2% Amid War‑Driven Risks

#ECB leaves deposit rate at 2.00% as expected. Says war poses upside inflation risks, downside growth risks. Says to decide based on core inflation, transmission strength. Says not pre-committing to particular rate path. https://t.co/9tExdmlBDB

By Holger Zschaepitz
FDA Lets Sarepta Push Failed Drugs, Blocks UniQure
SocialMar 19, 2026

FDA Lets Sarepta Push Failed Drugs, Blocks UniQure

Let's look at how the FDA is treating $SRPT and $QURE differently. The FDA grants accelerated approval to Amondys and Vyondys to treat Duchenne muscular dystrophy. Sarepta conducts a post-marketing confirmatory study that fails to show a benefit for either...

By Adam Feuerstein
Senior Deals Earn Fees, Then Face Distressed Capital
SocialMar 19, 2026

Senior Deals Earn Fees, Then Face Distressed Capital

The 2024 SteerCo playbook: Go super-senior, get fees, get paid. The 2026 SteerCo playbook: Go super-senior, get fees, get stuck with new money that’s now also distressed.

By JunkBondInvestor
ESA Restores Contact with Proba-3 Coronagraph After Month‑Long Silence
SocialMar 19, 2026

ESA Restores Contact with Proba-3 Coronagraph After Month‑Long Silence

ESA Director General Josef Aschbacher says at a press briefing that controllers have just managed to restore contact with the Proba-3 coronagraph spacecraft, which had been out of contact since last month. Recovery efforts underway.

By Jeff Foust
Pentagon Briefing Opens to Photographers for First Time.
SocialMar 19, 2026

Pentagon Briefing Opens to Photographers for First Time.

Photographers from several outlets were allowed into the Pentagon's briefing today — the first time since my reporting: https://t.co/4EbXGWkVHt

By Scott Nover
Iran Seeks Strait Tolls, Turning Conflict Into Revenue
SocialMar 19, 2026

Iran Seeks Strait Tolls, Turning Conflict Into Revenue

Iran. Proposes tolls on maritime for transiting the Strait of Hormuz. If they can pull it off, Iran would gain a revenue benefit from the war.

By Tom Craig
US Foreign Policy Alienates Allies, Prompting Australian Rethink
SocialMar 19, 2026

US Foreign Policy Alienates Allies, Prompting Australian Rethink

An obvious comment on US Foreign Policy: US foreign policy is self-defeating. a. spend a year beating up on allies, threatening to take land (Greenland) from a NATO ally b. wage a trade war against your allies. Sure the tariffs were...

By John Hempton
PFAS Extraction Enables Lithium Recovery From Brine
SocialMar 19, 2026

PFAS Extraction Enables Lithium Recovery From Brine

Can PFAS, "forever chemicals", be extracted and used to retrieve lithium from brine? Check out this latest news release on research from Dr. Tour's lab group: https://t.co/BHcEqONMvG You can read the full journal article in Nature Water here: https://t.co/bLKlLcu9oD To stay up to...

By Dr James Tour
Oil Prices Actually Drive Consumer Stock Gains
SocialMar 19, 2026

Oil Prices Actually Drive Consumer Stock Gains

"Correlation is not causality, but in this case it is" - says @JeffMacke about Oil Prices and Consumer stocks today LIVE on The Morning Show @StockMktTV Come join us here: https://t.co/aaQB8DQwao https://t.co/vcSCHDipc0

By J.C. Parets, CMT
VOA Returns to Air, Faces Trust Rebuilding Challenge
SocialMar 19, 2026

VOA Returns to Air, Faces Trust Rebuilding Challenge

Voice of America is ready for its comeback. A federal judge ordered 1,000 employees back to work, and told the government to resume broadcasting. The hardest task ahead, staffers say, may be restoring trust with audiences. https://t.co/ZmF0Ky699X

By Scott Nover
Administration Undervalues Counterspeech, Needs Independent Press
SocialMar 19, 2026

Administration Undervalues Counterspeech, Needs Independent Press

Important to understand. Our administration underestimates or ignores the value of counterspeech which leans heavily on an independent and plural press of quality outlets working to get to the truth.

By Jason Kint
Meta Secures 697 Fifth Avenue Flagship, Boosts Vornado
SocialMar 19, 2026

Meta Secures 697 Fifth Avenue Flagship, Boosts Vornado

Big #tech discovers #5thAve. $META takes entire 15KSF townhouse at hi-rent 697Fifth, next to the #StRegis as its 1st permanent #NYC flagship+making owner #Vornado's day. #realestate #CRE #REIT #Facebook #virtualreality #retail #FarleyBuilding $VNO https://t.co/sYcy85cb1c

By David Levitt
ODNI Threat Assessment Vs. Pentagon China Report: Key Contrasts
SocialMar 19, 2026

ODNI Threat Assessment Vs. Pentagon China Report: Key Contrasts

Some interesting differences between the newly-released ODNI Annual Threat Assessment and the Pentagon's China Military Power Report (CMPR), released only a few months ago. https://t.co/X6EiKBmG3b

By Tom Shugart
Agility Robotics Plans Fully Automated, Robot-Staffed Factory
SocialMar 19, 2026

Agility Robotics Plans Fully Automated, Robot-Staffed Factory

#WhosNext? Assembly line workers in a humanoid #Robot factory? Agility Robotics is looking to populate its entire factory with working examples of its own product. #Robotics #Manufacturing #Automation https://t.co/ZYEwn9dOQf

By James Gingerich
Twitter Breaks Stories Days Before Mainstream Media
SocialMar 19, 2026

Twitter Breaks Stories Days Before Mainstream Media

Been happening for years now but I still grin every time I see it. Headlines being reported in the mainstream media, 2-3 days after they were first on here. Normie friends, who are on Insta/Tiktok but not on X, have...

By Ali Moiz
Treasury Secretary Hints at Unsanctioning Iranian Oil, Second SPR Release
SocialMar 19, 2026

Treasury Secretary Hints at Unsanctioning Iranian Oil, Second SPR Release

What US Treasury Secretary Scott Bessent told @FoxBusiness about unsanctioning Iranian barrels -- and a potential 2nd SPR release. (I look forward to see how KSA, UAE, Iraq, Qatar, and Kuwait feel about unsanctioning Iranian oil barrels) https://t.co/buyI81abII

By Javier Blas
Oil $200 Price Unrealistic; Even $150 Doubtful
SocialMar 19, 2026

Oil $200 Price Unrealistic; Even $150 Doubtful

Of course it's possible that oil goes to $200. But that kind of price level basically assumes a return to full shut down for all oil coming out of the Persian Gulf and a very low price elasticity of demand....

By Robin Brooks
Customs Audits Reveal Hidden Tariff Overpayments
SocialMar 19, 2026

Customs Audits Reveal Hidden Tariff Overpayments

You’re probably overpaying tariffs. A lot. Complexity, classification errors, outdated rates and fragmented data often hide the problem. Customs audits expose it – and recover the money. If you import at scale, this is worth a read: https://t.co/LSAQcgO4D5 #customsaudit https://t.co/5ImA8wSHUS

By Jim Tompkins
Congruence Launches First Drug, Secures $40M Funding
SocialMar 19, 2026

Congruence Launches First Drug, Secures $40M Funding

Exclusive: Clarissa Desjardins' newest biotech has put its first drug in the clinic + raised $40M more. Congruence also expects to put 2 more molecules into clinic in early 2027, seeing its platform driving its R&D efficiency: https://t.co/pzxcnmKFBj

By Andrew Dunn
Side Effects Signal Unaffordable Medication Costs
SocialMar 19, 2026

Side Effects Signal Unaffordable Medication Costs

When side effects are actually a cry for help with medication costs http://dlvr.it/TRZqBj Physician #Cardiology

By Kevin Pho, MD (KevinMD)
Oil Spike Is Tax, Not Rally, Hits Consumers
SocialMar 19, 2026

Oil Spike Is Tax, Not Rally, Hits Consumers

Brent near $110. WTI at $96-103. Strait of Hormuz blocked. $XLE at all-time highs. $SPY at 2026 lows. This is not an oil rally. This is a tax on every consumer, every margin, every growth assumption. https://t.co/QUhNdfGuZ7

By Michael A. Gayed, CFA (Lead-Lag Report)
Europe’s Gas Crisis Sparks Powerlessness, Calls for Referendum
SocialMar 19, 2026

Europe’s Gas Crisis Sparks Powerlessness, Calls for Referendum

The problem with soaring gas prices in Europe is that it is deja vu all over again when it comes to extreme powerlessness. FWIW - It is hard to imagine Europe gets through this without a voter referendum on powerlessness. Needless to...

By Peter Atwater
Tripo AI Unveils Quiet 3D Revolution at GDC
SocialMar 19, 2026

Tripo AI Unveils Quiet 3D Revolution at GDC

AI 3D generation just had a watershed moment at #GDC2026. While the show floor was packed with hype, the real revolution was quietly running live at the @Tripoai booth. Here’s what most ppl missed 🧵 ↓ https://t.co/eIYhMvWjlG

By Data Chaz
Trolls Panic as Silver Nears Half Its January Peak
SocialMar 19, 2026

Trolls Panic as Silver Nears Half Its January Peak

Funny reading back through the comments from the trolls now in a panic with Silver almost at 50% of its Jan high What ever happened to the Silver supply shortage and the big premiums in China?

By Peter Brandt
Grant Licenses to Producers if Export Ban Looms
SocialMar 19, 2026

Grant Licenses to Producers if Export Ban Looms

If an oil export ban is coming, they should grant export licenses to anyone increasing production

By Adam Ozimek
Call Your Rep: Stop Book‑Banning Bill H.R. 7661
SocialMar 19, 2026

Call Your Rep: Stop Book‑Banning Bill H.R. 7661

This dreadful book banning bill, H.R. 7661, has made it out of committee and into the House. It's time to call your reps.

By Maris Kreizman
Higher Body Fat and Inflammation Raise Mortality Risk
SocialMar 19, 2026

Higher Body Fat and Inflammation Raise Mortality Risk

Linking adiposity and inflammation with all-cause and cardiovascular mortality https://t.co/JXj1WDWHHx via @medical_xpress #health #lifestylemedicine #CardioTwitter #MedTwitter #hearthealth

By Beth Frates, MD
2015 Yuan Devaluation Warns of Gold, Silver Risks
SocialMar 19, 2026

2015 Yuan Devaluation Warns of Gold, Silver Risks

Commodities plunged post China yuan devaluation in 2015. I wonder if there is a signal here for Gold & Silver. China isn’t exporting their refined products to neighbors who are at great risk. China has 3-4 months of reserves itself -...

By Samantha LaDuc
US Waivers De‑Stigmatize Russian Oil, Boosting Putin
SocialMar 19, 2026

US Waivers De‑Stigmatize Russian Oil, Boosting Putin

Big thanks to @Aaron_Krolik for including me in this great @nytimes story on how Russia is a major beneficiary from the sharp rise in oil prices. Temporary US waivers of Russia sanctions are de-stigmatizing Russian oil and giving Putin a...

By Robin Brooks
Real Estate Set to Benefit From Private Credit Exodus
SocialMar 19, 2026

Real Estate Set to Benefit From Private Credit Exodus

Real estate could be the big winner in the private credit exodus https://t.co/DFzvuJjBGz #realestateinvesting @JLL @blackstone @CoStarGroup

By Diana Olick
Personal Lease Sign‑Off Saves Owners Thousands Every Years
SocialMar 19, 2026

Personal Lease Sign‑Off Saves Owners Thousands Every Years

Why I still sign every lease in our ~1200 unit portfolio personally: Bc, about once every 2-3 yrs, I catch an incorrect rental amount, which would have cost the owner: 1. Hundreds or thousands of $$$ in forgone rent and, 2. In...

By Moses Kagan
Iran Vows to Cripple Middle East Energy if Attacked
SocialMar 19, 2026

Iran Vows to Cripple Middle East Energy if Attacked

JUST IN: 🇮🇷🇺🇸🇮🇱 Iran announced that if Israel and US once again attack the Iranian energy infrastructure they will destroy all the infrastructure in the middle east for good “We warn the enemy that you made a major mistake by attacking...

By Yogesh Mantri
Geopolitical Oil Surge Threatens India's Inflation and Rupee
SocialMar 19, 2026

Geopolitical Oil Surge Threatens India's Inflation and Rupee

Surging Crude Oil Prices: The geopolitical unrest caused Brent crude oil prices to spike past $115–$118 per barrel. As a major energy importer, this poses a significant risk to India's inflation outlook, the rupee, and corporate profit margins.

By stock_n_trade
Rising Oil Prices Pressure Mining Earnings Through 2026
SocialMar 19, 2026

Rising Oil Prices Pressure Mining Earnings Through 2026

To help mining investors understand the impact of rising oil prices as miners report 2025 results and thinking about 2026 results...

By Ian Cassel
50k Autonomous Cars Arriving Within a Decade.
SocialMar 19, 2026

50k Autonomous Cars Arriving Within a Decade.

50k more autonomous cars on the roadmap in less than one decade. Autonomy will not take decades to scale. It’s happening now.

By Walt Piecyk
Platinum Now in Intermediate Bear Market; Risk of Full Rout
SocialMar 19, 2026

Platinum Now in Intermediate Bear Market; Risk of Full Rout

Platinum has now entered an intermediate bear market The problem with intermediate bear trends is that they can become complete routs https://t.co/MdjgBz11ky

By Peter Brandt
Prolonged Disruptions Will Scar Oil Output, Keep Prices High
SocialMar 19, 2026

Prolonged Disruptions Will Scar Oil Output, Keep Prices High

This is not good news for an already strained global energy market. The longer this goes on the more long-term damage will be done to oil production that will take markets longer to recover from. Oil prices will not “drop...

By Ellen Wald