U.S. Imports Heavy, Sulfur‑Rich Crude to Fit Refineries
Reminder: Not all crude oil is the same. The U.S. produces mostly lighter and less sulfurous crude oils, but imports heavier more sulfurous crude oils to better match what U.S. refineries are configured to process. https://t.co/NF6jnZrdrY
Powell’s Inflation Focus May Push Oil Lower, Buy Near $88
If Powell focuses more on the upside risks to inflation ( which is likely going to be the case ) I believe Oil can see some initial downside on this due to possible future demand contraction concerns. If that becomes the case...
SilverVarden‑Contango Merger Approved, JV Details Upcoming Changes
No drama here. @SilverVarden's merger with Contango just got the green light from shareholders. What changes now? JV breaks it down: https://t.co/Pn3csAb89P
US Indifference Threatens Europe’s Strait Reopening
What if the United States doesn’t care about reopening the strait for Europe? My latest gCaptain Op-Ed 👇
WestwardGold Confirms System After 7,000m
Markets are drifting. Gold and silver too. Fed noise. What matters more: @WestwardGold just wrapped 7,000+ meters at Toiyabe Hills and confirmed the system. Now they’re chasing the sweeter zones. JV dives in — plus we included a site visit clip: https://t.co/Pn3csAb89P...
Apple Adopts Account‑age Verification for UK Online Safety Act
glad to see Apple using account age as verification for the UK’s Online Safety Act in iOS 26.4. This is how you do it 👍 https://t.co/XghbR7Oi4w
10% Oil Supply Cut Could Spike Prices $150
Ouch. A standard estimate (ballpark) is ~ 10 mbd/ 10% of world supply is now off the market. Some elasticities were closer to -0.1, which implies a price hike of up to $100. This elasticity would...
Brent Outpaces WTI, Nearing 78.6% Retracement
$UKOIL - Brent oil is significantly outperforming WTI oil for obvious reasons. Both topped around $119.50 last Monday, but while WTI has only reached $98 today, Brent reached $110 at today's high and is close to the 78.6% retracement of...
Announcing BASED Act: Push for Fair Open Markets
Now announcing the BASED Act at YC with State Senator Scott Wiener We need open platforms and open markets. We need markets that are fair for all founders. We are not asking for a leg up. We are asking for a...
New Disney CEO D'Amaro Declares Company Operating From Strength
Disney's Josh D'Amaro era begins following Bob Iger handoff. D'Amaro stresses to investors that, unlike some media co. rivals, Disney is "operating from a place of strength." w/ @smasunaga @latimes https://t.co/32Tp2humwh
Disney Remains Unique, Ready for Innovation and Growth
Alluding to Paramount's pending WBD deal, D’Amaro said “while others in our industry are consolidating just to compete, or struggling to be relevant in a fragmented and disrupted world, Disney is in a category of one," poised for "innovation and growth."...
Analysts Keep Aggressive Targets After NBIS Capital Raise
Yesterday $NBIS announced a large capital raise. Despite that, Northland Securities reiterated their Price Target of $232, 99% above today's price. $150 ➡️ $200 D.A. Davidson Increased Price Target $169 Citi initiated a Price Target
Prophit Engine Delivers Accurate Forecasts, Consistent Growth, Lower Costs
More isn't always better. Better is better. Forecast more accurately, grow contribution more consistently all while saving money with the Prophit Engine from CTC. Big love to the boys: @Seanfrank @iamshackelford @Jaredorkin @stevenborrelli @steviej @SJohnson_89 for the acting brilliance. This one is a...
UK Power Mix Flips: Renewables Now Dominate, Coal Gone
When I started working on UK energy in 2007, fossil fuels provided ~78% of electricity. Coal alone: 34%. Wind & solar: less than 2%. Today: wind & solar 33%, fossil fuels 28%, coal 0%. The chart below tells the story better...
AI Agents Poised to Capture Up to 25% E‑Commerce
J.P. Morgan & Mirakl Nexus Unveil AI Agent Checkout A first-of-its-kind solution designed to enable secure AI agent checkouts for enterprise merchants. J.P. Morgan’s tokenization and fraud protection to allow agents to move from "browsing" to "buying" within a regulated framework....
Israel's Strike Risks Iran Retaliation, Global Energy Fallout
Israel's reckless escalation in attacking Iran's South Pars gas facilities - hitting onshore processing facilities for Phases 3-6, gives Iran plausible excuse (if it needed it) to hit back against regional energy facilities Neutrals & world energy consumers will suffer https://t.co/Kx7MytxmEn
Science's AI Model Explosion Is Just
We're about to see an explosion of AI models for Science like Andre's LigandForge and I'm here for it!
Google and Apple Maps Worsen Parking Experience
Google Maps and Apple Maps are making parking harder than it has to be. https://t.co/SfPFxqxRaA #googlemaps #applemaps #technews #parking #satnav
New Tech Halves Battery Storage Cost, Doubles Efficiency
Another exponential growth multiplier... more energy that twice as efficient. According to Peak Energy, its system cuts the lifetime cost of stored energy by an average of $70 per kilowatt-hour. That’s roughly half the total cost of a typical battery...
Questioning the Longevity of New Businesses in Industrial Spaces
How long do you give this new business before it’s converted back into industrial space? https://t.co/PQYWiJMDFW
NYC Small Landlords Forced to Sell Amid Rent Freeze
Small #NYC landlords looking at extinction? #MayorMamdani's #rentfreeze+higher prop #tax pushes Natalia, a 2-generation owner, into selling. 'Reviewing the numbers, it's not getting better' #realestate #CRE #multifamily https://t.co/MGxq2CV4jn via @WSJ
Patchy Indoor Wireless Threatens Emergency Call Reliability
Emergency 911 / 112 / 999 calls are at the intersection of voice m & indoor wireless But coverage is patchy, which means a risk to life Regulators should measure it I spoke about this on a panel at @IWCEexpo with @SaferBuildings...
A‑List Pulls Investors Into San Vincente Club Sale
Yet another reason why it's good to be on the A-list. #SanVincente looking at a partial sale of its celeb-filled clubs in #NYC+#LA, testing investor appetite for booming scene. #realestate #CRE #retail #GoldmanSachs #JeffKlein #hotel #Ohana https://t.co/mPfp5WN48k via @WSJ
Trump Likely to Block Russia's Oil Shipments to Cuba
russia sending two shipments of oil. and gas to…cuba. will president trump order interdiction? i’d say pretty good chance he will.
Modular 3-in-1 Scooter Boosts Elderly Mobility
Tri-Mode Freedom: A Modular 3-in-1 Electric Scooter, Walker and Smart Cargo #Robot for Elderly Mobility by @tweetciiiim #EmergingTech #Automation #Automotive #Transport https://t.co/9IuOsxZsih
Fertilizer Supply Chain Fragile, Hinged on Hormuz Gas
The fertilizer supply chain is what Nassim Taleb calls "fragile." Optimized for low cost natural gas, the fragility source is the Straight of Hormuz. https://t.co/Ly2rsT6s4P
Iran Recalibrates Arsenal, Targets Saudi, Not Depleted
Iran’s arsenal has taken a hit, but it likely isn’t exhausted. Launches are sustained and Saudi Arabia is increasingly in focus. The pattern suggests recalibration, not depletion: Iran can impose costs by causing just enough pain. My analysis @business: https://t.co/BVJUzCttTS...
House Hearing Explores LEO's Future: ISS to Commercial Platforms
House SS&T will hold a hrg on Mar 25 at 10:00 am ET on The Future of LEO: From the ISS to Cmrcl Platforms. NASA's Joel Montalbano (Acting AA for Space Ops Mission Directorate), Dave Cavossa (CSF), Charlie Precourt (mbr,...
War Over Ships and Tariffs, Not Hormuz Opening
Let's unpack this.. What if the White House has no intention of reopening the Strait of Hormuz? What if this war is really about ships & tariffs? I had a long discussion with senior DOE official yesterday on background. I can’t share...
Early Antitrust Action Prevents Monopoly Power
It’s because they had a monopoly. If only competition authorities had stepped in when they first wanted to
Gulf States Urge U.S. to Weaken Iran Before Peace
"Gulf States Want the U.S. to Cripple Iran's Regime Before Ending the War." @WSJ https://t.co/twMeku5of8 “Any long-term political settlement must address the full spectrum of threats, including Iran’s nuclear program, ballistic missile capabilities, and their network of regional proxies,” added Sultan...
Iran's Missile Threat Grows as US Defenses Wane
Distinguished UChicago Prof. John Mearsheimer on Iran’s strategy: “As time goes by, our ability to shoot down those missiles, shoot down drones decreases. It doesn't flatline, and it certainly doesn't increase… The Iranians have a serious set of military options against...
Hormuz Disruption Forces IEA to Release 400M Barrels
20% of global oil flows through the Strait of Hormuz. It's been disrupted for 3 weeks. IEA released 400M barrels from reserves. That tells you how serious this is. https://t.co/KrxQw3KVSX
Repeated Psilocybin Doses Yield 73% OCD Response
A randomized clinical trial of repeated doses of psilocybin for the treatment of obsessive–compulsive disorder 73.3% were responders (⩾35% reduction in YBOCS scores), with 40% in remission. These effects diminished but remained substantial at 6 months. https://t.co/tp2SPIKDrB
Congress to Examine LEO's Future Beyond the ISS
The House Science Committee's space subcommittee will hold a hearing next Wednesday on "The Future of Low Earth Orbit: From the ISS to Commercial Platforms". https://t.co/OyC3IQLGDd
Understanding War Strategy: Ends, Ways, Means Explained
"What is Strategy in War?" There are a TON of people that need to read this right now. Words have meaning. Strategy. Political goals. Levels of War. Tactics. Ends, Ways, Means. With @LiamSCollins in @smallwars https://t.co/o27njmt7mI
AEMO's 90s Roots Demand Modern Governance Today
AEMO is a product of the 90s. Its governance needs to reflect the world we’re in now #energysky -- via Renew Economy: https://t.co/omZiYyslB7 https://t.co/osBifA9CrV
Short‑form News with Insider Commentary Drives BiotechTV's Future
I love this video. It takes today’s news, and augments it with inside commentary straight from the newsmaker. All in a short form format that works on all platforms. This is the direction I want @BiotechTV to look more like...
Lufthansa Unveils New First‑class Amenity Kits with Exclusive Menu
Lufthansa is rolling out all-new amenity kits in first & business class, with the first class kit coming with a unique amenity menu. https://t.co/Kplz8xYg28
Tesla Vet Simplifies Home Batteries for Plug‑Play VPPs
Today on Volts: Kunal Girotra applied the lessons he learned from starting Tesla's home-energy business to Lunar, a startup sells simple, modular home battery & software systems. The idea is to make solar panels, smart devices, & VPPs "plug &...
Bank AI Advances, yet Human Support Stuck on Hold
Debit card eaten by ATM after 2 incorrect PINs. I have been 17 min deep in phone hell: 'All agents busy, please hold...' repeat forever. Agentic AI can reason & act autonomously, but my bank's hold music can't even connect me to...
Uruguay's Healthcare Guide for Immigrants: Public & Private Options
For anyone considering immigrating to Uruguay here's a great overview of how the medical system works and how immigrants can sign up for either public or private healthcare. https://t.co/TZTE9AwEkv
2026's Oil Shock Rivals 1973‑79 Long‑run Impacts
it is true that 2026 is seeing the most sudden shock to oil and gas supply. But both 1973 and 1979 had a very significant effect on long-run output as well. More featured on today's Chartbook Top Links in the...
Mortgage Spreads Hold up Despite Global Turmoil
Considering what is going on in the world, not bad. Hug a mortgage spread https://t.co/p5DPczjpvY
MRK Unveils PD-1/VEGF Bispecific at AACR26
$MRK's PD-1 x VEGF bispecific reveal, & other key #AACR26 presentations, via @APEXONCO -> https://t.co/ob1eswxCWF $RVMD $AMGN $GILD $BCYC $SDGR
White House, Oracle, Silver Lake Dodge $10B TikTok Sale Questions
The White House, Oracle and Silver Lake won't answer questions about a $10 billion payment that was apparently required to secure the TikTok sale. It's unprecedented. And officially undisclosed. U.S. investors and biz leaders should want answers. https://t.co/Y0n8MTHFKa
Iran War Pressures Solar Energy Development
How Solar Is Getting Squeezed in the Iran War #energysky -- via Heatmap News https://t.co/3AYDpzdzgD https://t.co/toxamsnCxs
RBC Flags Revolution, Xenon, Arrowhead as Top Biotech Takeover Targets
RBC: Revolution, Xenon, Arrowhead among top #biotech takeover targets https://t.co/h1toH9szrU by @realJacobBell $ARWR $XENE $RVMD $DYNE
Middle East Tensions Push Brent Crude Past $110
Brent crude oil prices surge to $110/barrel. Israel strikes Iran's largest gas plant. Iran is now announcing that some Gulf energy sites are "legitimate targets."
5‑MeO‑DMT Shows Promise for Treatment‑Resistant Depression
Emerging evidence supports 5-MeO-DMT as a promising, ultra-short-acting psychedelic for treatment-resistant depression and other psychiatric conditions, warranting larger randomized controlled trials. https://t.co/6CcEOSat1F