Goldman Sees Possible US Export Bans, Targeting Refined Oil
Goldman > While not our base case, we would not rule out US export restrictions. If implemented, they appear more likely for refined products than for crude oil.
Export Bans Threaten Philippines' Fuel and Food Security
Products matter as we don’t consume crude but the by products. The Philippines is vulnerable to export bans of not just diesel and gas but also eventually food should the conflict endures.
Middle East Crises Keep Presidents From Confronting China
In Delaying China Summit, Trump Faces a Familiar Mideast Distraction—The war in Iran is the latest example of why multiple presidents have found it so hard to focus on the U.S.’s most formidable rival @BrianSpegele https://t.co/L9yyo9jgqr https://t.co/L9yyo9jgqr
AI-Driven Payments Reshape Traditional Finance and European Sovereignty
Two sessions today at #MPE2026 with my @chyppings hat on: Agentic Commerce & Payments - AI-to-AI payments and what this new frontier means for 'traditional' players. Payment Acceptance: Sovereignty & Geopolitics - Resilience, regulation and Europe’s payment sovereignty agenda.
EVs Cost Half as Much as Petrol Cars Now
NEW ANALYSIS: Electric cars are expected to be far cheaper to drive during the coming energy crises. In these times of high oil prices, driving a petrol car in Europe is expected to cost around €140 per month, compared to €65...
75% of World Bleeds $1
One has to be out of their mind to buy a petrol car - or bus, or scooter, or heater - today if they're even remotely cognizant of the reality around them ➡️New @EmberClimate report shows 75% of the world is...
CTMX Shows Higher ORR Than Temab‑A, Needs Validation
Late line CRC therapies in development following $CTMX's data this week (from Guggenheim). A lot is riding on $CTMX's 10 mg/kg cohort which had just 19 evaluable patients (3 patients were excluded so ITT response rate is lower) so this needs...
Media Exploits Our Primitive Brains with Distant Crime
IMHO distorted crime perceptions are driven by how media dissolves distance. The human brain didn't evolve to consume graphic news stories about people we'd never meet. We process a TV or social media news story of a murder as if...
SUNMED IPO Soars 17% Above Price, Expansion Funded
Sunway Healthcare Holdings Bhd (SUNMED, 5555) debuted strongly on Bursa Malaysia Main Market today. Opening price hit RM1.70 → 17% above IPO price of RM1.45. Price climbed fast to RM1.80–RM2.00 range in morning trade → market cap exceeded RM20 billion. Retail offering...
Iran's Persistent Defeats Yet Unyielding Regional Presence
Throughout history, Iran loses almost every war it fights. But it just sticks around and keeps on coming.
Is It Time to Decouple Electricity Prices From Gas?
Maybe I don’t understand the mechanism fully but is now not the perfect time to decouple the price of electricity from the wholesale costs of gas? Have we reached a break point where renewables are enough of our main electricity...
Heating Oil Prices Near $4, Spiking From Middle East Tensions
If you heat with oil you are exposed to sky-high heating oil prices. US heating oil futures are near $4 per gallon and prices have almost doubled since February, driven by escalating disruption linked to the war in Iran and...
Rosatom Shifts Hafnium Exports From Europe to Asia
MOSCOW, March 17 (Reuters) - Russia's state nuclear company Rosatom, the country's sole producer of hafnium used in high-tech industries, said on Tuesday it had redirected its supplies of the metal from European to Asian markets.
Social Media Debate Boosts Legitimacy of Zimbabwe Bill
We have seen a lot of support for the Zimbabwe Constitution Amendment (No. 3) Bill… We have seen folks like @LynneStactia, @mawarirej, & @freemanchari mobilising against this BEAUTIFUL bill…. That’s the democracy that @ZANUPF_Official ushered. Participate freely, give your views freely…. What we...
Chargemaster Inflates Prices, Patients End up Paying the Cost
When I was at the Brigham/Harvard I saw how we billed different insurance levels as well as the uninsured. The uninsured got screwed the worst. Always. Different payers pay remarkably different prices for the identical things. It all comes down...
Reliable, Affordable Power Drives Jobs and Growth
Access to electricity unlocks jobs, growth, and better services. But it is not just about access. It must be: ✅ Reliable ✅ Affordable ✅ Productive @WorldBank Read more: https://t.co/wHJ5BOSyke #PoweringAfrica #Energy #AI #WEF26 https://t.co/cPfANbfLFl
Key Takeaways From AAP v Kennedy Explained
A legal explainer about the recent AAP v Kennedy ruling from one of the most insightful scholars in the game 👇🏻
BYD Brings Rapid‑stop Charging to Europe, Upping Competition
BYD is taking its quick-stop charging technology to Europe this year. It is another challenge for Western automakers competing with Chinese rivals there and at home—and potentially in the U.S. someday. @ryanfelton https://t.co/gSUlkTsjC9
Gulf States Vow to Stop Iran Blocking Hormuz
GULF STATES want to ensure Iran can never again close the Strait of Hormuz and attack them: https://t.co/dxESxQ3EAf
Retail Shifts to Banking Amid Margin Pressure
𝗥𝗲𝘁𝗮𝗶𝗹 𝗶𝘀 𝗖𝗼𝗺𝗶𝗻𝗴 𝗳𝗼𝗿 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 Pepkor Holdings stepping into financial services tells me two things: 1️⃣ Landscape is getting competitive 2️⃣ Retail margins are under pressure To achieve margin expansion, retail is shifting into banking, further fueling financialization. 𝗡𝗼𝗻𝗲𝘁𝗵𝗲𝗹𝗲𝘀𝘀, SA’s banking/fintech space is...
2026 Corvette E‑Ray Reveals Surprising Hybrid Power
I can't wait a couple of weeks before sharing this test drive. Here's another one I never imagined ever being behind the wheel, yet alone testing it out. Can you believe that the 2026 @chevrolet Corvette E-Ray has hybrid power?...
Moscow and Beijing Stay Allied, West Fractures—'reverse Nixon' Myth Busted
Here we go again with the "reverse Nixon" fantasy. This is an evergreen delusion from people who either played too many games of Risk or Stratego as kids, haven't actually bothered to read the history of what was happening when...
Court Upholds Net Billing, Setbacks California Rooftop Solar
U.S. court upholds current net billing mechanism, dealing blow to rooftop solar in California #energysky -- via pv magazine global: https://t.co/w0WlbqCtQX
Fast Stabilisation Boosts Grid‑Scale Battery Performance
Stabilisation Speed: A Differentiator in Grid-Scale BESS Performance #energysky -- via Energy Storage News: https://t.co/CGZ8HeAHQn
Israel Warns Iran Protesters Will Be Slaughtered Despite Urging Uprising
“Senior Israeli officials have told U.S. diplomats that Iranian protesters will “get slaughtered” if they take to the streets against their government even as Israel publicly calls for a popular uprising,” @John_Hudson reports. https://t.co/jHsOZmiwux
Cathay Pacific Extends Dubai, Riyadh Flight Suspension to April 2026
JUST IN: Cathay Pacific cancels passenger and cargo flights to Dubai and Riyadh until April 30, 2026 due to the volatile situation in the Middle East. Initially, the suspension of operations to these two destination was until March 30, 2026....
Electrified Six‑Car Monorail: Earth’s Unmatched Ride
Ok, hear me out There’s nothing on earth like a genuine, bona fide, electrified, six-car monorail https://t.co/1xCk7E4vvH
Auto-Brake Systems Essential for Every Truck
We should definitely need auto-brake systems in all the trucks… https://t.co/b0WGelgIQN @mvollmer1 @morgfair @ChuckDBrooks @Nicochan33 @enricomolinari @NancySinatra @Ronald_vanLoon @alvinfoo @KirkDBorne @Hana_ElSayyed @JimHarris @MikeQuindazzi @Shi4Tech @mhcommunicate @ipfconline1 @kashthefuturist @rwang0 @HeinzVHoenen @YuHelenYu @BetaMoroney @antgrasso @kuriharan @PawlowskiMario @EvanKirstel @HaroldSinnott @terence_mills @FrRonconi @TamaraMcCleary @UrsBolt @pascal_bornet @HeinzVHoenen @SpirosMargaris @richardturrin...
Middle East Conflict Fuels South African Petrol Shortage Fears
South Africa: Middle East conflict sparks fears of fuel rationing and petrol shortages in South Africa https://t.co/FvxkRqShtg
Musk's 'Easy
Me getting ready to catch a lecture about Kharg Island from someone who thought Musk was being aspirational about cutting 2T from the budget so he could 'easily' cut 1T https://t.co/QJ0KEG2k3B
Learn Flange Protection with Belzona 3412, No Instagram Needed
But…if I delete Instagram, how will I learn how to protect my flange against corrosion and moisture ingress using Belzona 3412?
China's Central Asian Influence Extends Beyond Extractive Industries
I'm afraid China's economic presence in Central Asia went way beyond oil, gas, and mining some time ago. If folks still think it's all just about extractive industries, they've missed quite a bit about the Chinese presence.
Allied Navies Essential for Effective Mine Countermeasures
We can’t do MCM without allied support and it’s not just about the sweeps; it’s the staffs, the divers, the support ships, and all the other things required to do MCM. Mine warfare is career stop for the U.S. Navy,...
China Housing Prices Could Fall Another 10% by 2027
China's housing market has been undergoing a nasty correction since '22 Goldman Sachs: "If China follows the typical timeline of housing busts around the world, there might be another 10% drop in home prices ahead, and real prices may not...
Captain Hill Accused of Being Driven Out by Houthis
Paging @ChowdahHill Will Captain Hill please report to bridge. Someone here claims you got “chased away” from the Red Sea by Houthis. 💀
Kalshi Faces Criminal Charges, Not Civil Lawsuits, in Arizona
How Kalshi’s Criminal Charges in Arizona Differ From Its Civil Cases https://t.co/921dNDmU3M via @sportico @McCannSportsLaw
Regulatory Crackdown Threatens Hong Kong's Booming Share Sales
Intensifying regulatory scrutiny is rattling Hong Kong’s financial industry and raising the prospects of a slowdown in booming share sales in Asia’s premier fundraising hub https://t.co/W795nBdXEj @kiuyanwong @depsebastian @julia_fioretti
Bombs Near USS Ford: Real Footage Ignored by Pro‑Iran Disinfo
I’m honestly surprised the pro-Iran disinfo crowd hasn’t found this real footage of bombs detonating next to the USS Ford carrier. IYKYK. https://t.co/7LFKOYH0vl
Price Hikes and Solar Surge Slash Pakistan’s LNG Demand
Pakistan’s LNG demand has dropped due to two main factors: 💰 The government hiked gas/power prices, resulting in demand destruction ☀️ In response to high utility bills, consumers and businesses rapidly installed solar panels (highlighted in thread below)
Seventh Oil Shock Arrives, Yet Recession Uncertain
The first five oil shocks since 1970 triggered recessions. The sixth one in 2022 didn't. Now we're in the seventh spike. 🔒 Members-Only https://t.co/E0T0q5vh0c
Oscar Viewership Has Halved in Three Decades
Amazing how many people are triggered by my dumping on Oscar ratings yet this viewership chart says it all 1996 - 45 million 2006 - 36 million 2016 - 34 million 2026 - 18 million
MS NOW Chief Teases Major Dayside Schedule Overhaul
Scoop: MS NOW boss Rebecca Kutler is on the precipice of announcing some major dayside programming changes. Details on what is in store for the network in @get_status: https://www.status.news/p/ms-now-programming-changes-alicia-menendez-rebecca-kutler
Tesla Teams with LGES for $4.3B Michigan Battery Plant
LGES, Tesla partner on $4.3 billion lithium battery cell plant in Michigan #energysky -- via Solar Power World: https://t.co/5y03qYIGM4
2025 Ford Expedition Proves Massive Power and Space
The 2025 @Ford Expedition is enormous, but that makes is both spacious and capable of towing even the heaviest boats or trailers. Here's my drive experience after a week traveling around Colorado: https://t.co/ur6Py74FE9 #cars #auto #ford #expedition https://t.co/5W5NTSufNY
Hawaii Advances LNG Import with Japanese Partnership
Hawaii’s long-awaited plans to import LNG are advancing… with the help of Japan 🇺🇸 🤝 🇯🇵 🚢 Jera met with US officials about building it a floating LNG import terminal and gas-fired power plant 🛢️ Meanwhile, Hawaii looks to wean its power...
Nvidia Resumes H200 Shipments to China Amid New Orders
Nvidia $NVDA CEO Jensen Huang said today that they are gearing up to sell its H200 processors to customers in China 🇨🇳 according to CNBC’s @KristinaParts “We have received purchase orders, and we’re in the process of restarting our manufacturing,”...
Demanding Colorado Reinsurance Cost Transparency From Governor
How about we ask @govofco how much more reinsurance is costing Colorado? And don’t give me the bs talking points about the average premium reduction, babes.
Danish Renewable Giant Opens Australian Solar Farm During Royal Visit
Danish renewables giant crowns royal visit with inauguration of Australian solar farm #energysky -- via Renew Economy: https://t.co/EYo5NkJw0e https://t.co/iKLeVymOsU
Stunt Accounts Turned Brands Boost Launch Intrigue
influencers are launching stunt accounts to tease new products. those accounts are then typically converted into the brand account, with built in audience and intrigue for day one of the announcement.
Policy Secures Health Coverage for 27,000 Colorado Families
Yesterday one of my co-conspirators messaged to let me know that over 7k pregnant people and 20k children have health coverage because of the policy we passed years ago…Cover All Coloradans I have so many feelings that I can’t fully figure...