Pentagon Preps Press Briefing After Trump's Iran Threat
Good morning. In the Pentagon briefing room this morning for an 8 a.m. press conference with Secretary Hegseth and Gen. Caine. It comes after President Trump threatened overnight to “massively blow up” Iran’s South Pars gas field if Iran continues attacking Qatar.
Tech Leaders Seek AI, Yet Need Real-World Planning
It’s a bit ironic that so many tech founders and executives find me through AI, only to hear my first piece of advice—don’t rely on AI. I recently addressed a rolling GRAT question from a young married couple and discovered they...
Prefer Energy Supplies That Bypass Religious Conflict Zones
1. Buy your needed energy inputs from a region that needs to traverse a religious war zone 2. Buy your needed energy inputs from a region that does not need to traverse a religious war zone
RBOB Futures Signal $4.10 AAA Gas Price Soon
$3.19 RBOB gasoline futures imply $4.10 AAA average gas price in a couple weeks https://t.co/7IwQpsyBoY
Minnesota Mining Leak: 400,000 Gallons Escaped Unpermitted
When someone tells you that Minnesota has tough mining standards be sure to share this with them. Of the 11 documented failures that were admitted, the "largest unpermitted release was nearly 400,000 gallons" and it may have reached the Beaver...
China-France Dialogue Highlights Need for Oil Market Cooperation
Pleased to meet with Ambassador of China to France Deng Li at the @IEA headquarters in Paris today We discussed the importance of international cooperation to stabilise global oil markets for the benefit of all countries https://t.co/ykUkaiugbV
Spain's Renewables Shield Power Prices From Gas Shocks
Spain's renewables build-out has structurally decoupled its electricity prices from gas markets. Gas now sets the price in only 15% of hours, compared to 90% in Italy. Countries that invested early in clean power are far less exposed to...
Iran Conflict Triggers Gold‑Crude Reversal Signal
Iran War Sparked Gold/Crude Reversion - Significant reversal potential, with a worthy catalyst, may be the takeaway from silver reaching its highest ever vs. copper and crude oil, and from the gold/crude ratio peaking in January. Was the Iran-US conflict...
Middle East LNG Disruption
Disruption of LNG supplies from Middle East showing what an excellent idea it has been from our wonderful political class to run down the North Sea.
2026 Gold and Crude Face Pump‑Then‑Dump Threat
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...
China’s Export Bans Jeopardize US Interceptors in Iran War
China’s export controls threaten US interceptors during conflict with Iran | Umair Ghori | https://t.co/ROnyomjH5J
Operation Fury Costs $16.5B in 12 Days, $1B Daily Thereafter
Operation Fury: "In the first 12 days, the estimated cost was $16.5 billion and some have said that the cost going forward could be $1 billion per day." -Charlie Bilello
Airlines Face Jet Fuel Shortage, Cancellations Loom
Airlines have been warned that they will face jet fuel shortages as soon as next month, risking flight cancellations
Card Spending Rises 5% YoY, Gas Spikes 14%
BofA: Total card spending was up 4.9% y/y in the week ending Mar 14 while total card ex gas spending was also up a solid 4.3% y/y ... gas spending +14.4% YoY https://t.co/wW3Jif21Sp
Twelve Arab Nations Condemn Iran's Missile Attacks
This isn't just Israel's war. 12 Arab & Islamic nations (Saudi Arabia, UAE, Qatar, Egypt, Jordan, Bahrain, Kuwait, Lebanon, Syria, Türkiye, Pakistan, Azerbaijan) just issued a joint statement from Riyadh strongly condemning Iran's missile/drone attacks on infrastructure. https://t.co/Fr18fPeM8X
New Law Ensures Partners' Abusers Face Justice
The legislation passed yesterday would not mean a man who commits a crime against his partner gets away with it.
Eight States Sue Nexstar, Tegna Over Local News Antitrust
8 states file antitrust complaint against NXST/TGNA. https://t.co/ezHdcMNmdr Interesting complaint in that it goes after retrans and degredation of local news coverage as a consumer welfare/loss of competing product issue. /1
Brent Surges, Outpacing WTI; Gold, Silver Plummet
Brent soars 6%... now $16-$17 above WTI... Gasoline futures jump another 8.5 cents... Gold and silver destroyed https://t.co/qLglGU9Cbr
Airwallex Invests $1.1B to Expand Across Europe
European fintech News: Airwallex commits $1.1 billion to European expansion, with Spain and Sweden in its sights. The cross-border payments company plans to invest significantly in Europe over the next five years, marking its most substantial push outside the Asia-Pacific...
Companies House Admits Breach, Apologizes, Pledges Stronger Security
Companies House @CompaniesHouse has finally admitted to the "hack" and apoligised, well done them #Data #cyberattack #cybersecurity "An apology -- We recognise that this incident may have caused concern, and we are sorry for that. Companies House takes its responsibility...
British Airways Equips 787‑8 with Starlink Wi‑Fi
British Airways has started the installation of Starlink Wi-Fi, with a Boeing 787-8 being the first aircraft fitted with the service. https://t.co/N76SCIMV14
Flights Cut Climate Impact by About 70%
"Reduced the average climate impact per flight by around 70%" Find out more with this AEROSPACE Insight blog https://t.co/FqT3Eno46y
Value-Based Care Incentivizes Dropping Sicker Patients, Not Healing
Value-based care was supposed to save healthcare. In some cases, it created a new incentive: getting rid of the sickest patients. In a recent episode of The Podcast by KevinMD, Dr. Jonathan Bushman reveals the dark side of healthcare analytics. He...
NATO Pledges Swift Space Contracts, Bureaucracy Stalls Progress
.@NATO to commercial space: We're ready to move quickly on multi-orbit, multi-frequency and other fronts with contracts that spend years in our bureaucracy before closing. @NCIAgency @govsatcom @defis_eu.https://t.co/5dHFzsqHN6 https://t.co/9FZlet5yQq
Reuters' Controversial Attempt to Reveal Banksy's Identity
Why did Reuters feel compelled to dox Banksy? What to Know About Banksy and the Effort to Unmask Him https://t.co/gMAh8Sa9Ph
Profit‑taking and Portfolio Rotation Curb Gold Amid Risk
One of the most recurrent questions I’m seeing at the moment is – why are #gold prices not going up, when we’re seeing one of the biggest risk events in the last 10 years, and when gold was a major...
LinkedIn Runs Two Algorithms—Marketers Must Adapt
https://sparktoro.com/blog/why-linkedin-might-have-two-algorithms-and-why-marketers-should-care/ I suspect many of you who follow me here might be interested in @amandanat's latest breakdown of the LinkedIn's algorithm, and why your posts there might not be getting the traction you expect (happens to me, too)
Face-to-Face Requirement Would Hinder Early Legal Abortions
Yet another account that does not know the law. Pills for terminations cannot be obtained from the NHS after 10 weeks gestation. The vanishingly small number of cases of drug-induced late termination involved pills illegally obtained from a foreign online...
Iran May Keep Attacks Despite Trump Pause, Says RBC
There's no easy off ramp right now. RBC's Helima Croft: "We think there may be too much emphasis on the 'TACO' trade, as Iran could continue attacks, even if President Trump seeks to call time, to restore a measure of...
Heavy Strength Training Reduces Osteoporosis Mortality Risk
Please stop telling people with osteoporosis not to lift anything heavy... I've heard it from docs, PTs, Trainers, etc... This might seem protective... but it's not. This risk calculation... A hip fracture in an older adult carries a one-year...
Jury Rules Afroman's Police Raid Songs Protected Speech
Jury sides with speech. Afroman prevails in defamation trial over songs about police raid on his home https://t.co/MDfdzmbKXS
Trump Administration Dismantles State Dept's Middle East Expertise
AP follows the @NOTUSreports piece on how the Trump administration had already gutted the State Dept’s staff of Middle East policy experts — and “eliminated the dedicated Iran office ..” @AP https://t.co/F1jjrlTWXe https://t.co/Ffm48gh5WZ
Gulf Airlines Scramble Amid Iran War Airspace Closures
Live on @CNBC: The Iran war continues to be an agility test for the Gulf carriers, as airspace closures continue to limit operations & airlines look elsewhere for solutions to keep passengers moving. #aviation https://t.co/LnyWIPG8et
Brent Surge Won’t Reach $150‑$200 Amid Capacity Limits
Brent is up 70% in the past month. This prices Strait of Hormuz tanker traffic at half its capacity indefinitely. With the Saudis diverting lots of oil to the Red Sea and Iran continuing to export, we're already almost at...
Some Airlines Are Dry, but You Can BYOB.
Which airlines don't serve alcohol? And did you realize you can bring your own alcohol on some airlines that are "dry?" https://t.co/XkcVcAMDYx
Weekly LNG Plant Shutdown Costs Sydney’s Power for a Year
Size and scope: Each week the world’s largest liquefied natural gas plant remains shut, the world loses the equivalent of enough energy to power Sydney’s homes for an entire year. https://t.co/ng7ClUwXEF
Activist's Absurd $0.99 Mario Jump Demand Resurfaces
In 2014, the same activist urged Nintendo to "Just think of paying 99 cents just to get Mario to jump a little higher." This ridiculous nonsense is still online: https://t.co/KzZa7miCN0 So we're in for a treat.
Trump Pushes Marines to Reopen Strait of Hormuz
Rupert's newsroom--not editorial board--is all hawkish: "Trump is pressing aides and allies to find ways to reopen the Strait of Hormuz as gas prices rise. His best bet might be the U.S. Marine Corps." What U.S. Marines Can Do to Help...
Renewables and Heat Pumps Could Slash UK Gas Costs
😬UK gas prices just hit highest level since 2022😬 At current prices… * New wind & solar from latest "AR7" auction would cut the bill for UK gas imports by £5.5bn/y * A single (1) home heat pump would cut bill for gas...
Regional Nuclear Transparency Could Spark Diplomatic Dialogue
The case for diplomacy, with an interesting suggestion of regional nuclear transparency / power cooperation as a prize potentially large enough to motivate dialogue.
Russia to Sell Energy at Market Prices, Ignoring Sanctions
NEW DELHI, March 19 (Reuters) - Russia will continue to supply energy at market prices without any consideration for Western sanctions and will offer mutually acceptable payment practices, Russian Deputy Energy Minister Pavel Sorokin told Reuters on Thursday.
MI‑17 Quote Likely Refers to Bell 206, Not HIP Series
Not sure of the meaning of ‘MI-17’ being in quotes here, but this is surely not a HIP-series helicopter? Presumably something in the Bell 206 family.
China Pledges SE Asian Energy Cooperation While Halting Fuel Exports
China telling Southeast Asia it's ready to work together on energy security is a little... strange... given they're also banning all fuel exports (something Beijing has yet to publicly acknowledge) https://t.co/tm36jPLTKT
US Gas Prices Jump 37%, Reach 2022 High
Average US gasoline prices have surged 37% since the January lows, rising to the highest since 2022. The absolute price level, $3.88, is still within the range of normal from a historical perspective. But it's rising at an rapid clip,...
New Law Decriminalizes Self‑managed Abortions, Not Full‑term Legalization
OK, I am bored with this lie now. Here are the facts. - Abortion remains illegal after 24 weeks gestation except in certain rare and exceptional circumstances - Supplying pills to terminate a pregnancy remains illegal after 10 weeks gestation -...
Robotics Revolutionizes Supply Chain, Logistics, and Warehousing
#WhosNext? Mail sorters? Package sorters? Just look at the revolution in #SupplyChain, #Logistics and #Warehouse Operations that #Robotics makes possible. Amazing or what? (GiGadgets) https://t.co/dDvWhJ7TkA
War's Heavy Toll on Iran: Strait of Hormuz Insights
The heavy cost of the war on Iran, a pleasure to join @gideonrachman for the @FinancialTimes Rachman Review this morning to discuss the Strait of Hormuz and Statecraft: https://t.co/1jwObwwqwN
European Gas Buyers Must Panic Immediately Amid Price Shock
European gas buyers need to panic ... now. Brutal for the more price elastic EM buyers here.
European Gas Prices Double in Four Weeks, Exposing Fossil Dependence
European natural gas prices keep on rising and have now more than doubled )+134%) in just four weeks from €29/MWh on 17 February to €67/MWh today. Geopolitical tensions and wars always drive up gas prices. Not a bug in the system....
Aerial Attack Hits Saudi Aramco Yanbu Refinery, Minimal Damage
March 19 (Reuters) - Oil giant Saudi Aramco's SAMREF refinery in the Red Sea port of Yanbu was targeted in an aerial attack on Thursday, an industry source said, adding there was minimal impact