Pacifica Silver Expands Claudia Drilling to 20km, Adds VP‑Ex
Management @Pacifica_Silver is stepping on the gas, expanding the Phase II drill campaign at Claudia from 12,000m to 20,000m. Only 10% of 30 kms of known veins have been drilled. Plus, a new VP-Ex gets added to this already strong team: https://t.co/UseEtHwmXo
Rare Unsanctioned Russian LNG Heads to Southeast Asia
This is a rare Russian LNG shipment going through the Red Sea to Southeast Asia. Why is it rare? Because neither the LNG nor the carrier is sanctioned, and most likely it is not going to China. All previous...
FDA Urges IRB Overhaul to Match China's 60‑day Trials
FDA commissioner Makary at a CMS conference today in Baltimore calls for “big and different” IRB reforms to catch China's speedy trial starts - pre-IND phase can run 380 days in the US, he said, while China is pushing for...
Supertanker Costs vs Cargo Value Expose POTUS Misstatement
Ok, first of all, supertankers cost roughly $125 million new. Fully loaded with 2 million barrels of crude, the total value of cargo is $180 million at $90 per barrel. That’s $305 million total. POTUS doesn’t have his facts straight...
Ukraine's Sting Interceptor Could Halt Iran Drone Assault
Defenses in the Persian Gulf are collapsing as Iran continues large drone attacks, but there's a country that already has the answer. Enter Ukraine's Sting interceptor. Note: name correction at the end 📸: Wild Hornets #drone #iranwar #geopolitics
China's Military Gear Proves Inferior in Recent Wars
Like I wrote about last week, China's military equipment has been shown to be inferior in multiple recent and ongoing conflicts. https://t.co/zXE50ZTq1t
Trucking’s Evolution Driven by Political Push and Indoctrination
If you want to understand how trucking got here, you have to understand that there has been a large political push and indoctrination that has caused this line of thinking
ABS Adoption Hits Critical Mass, Removing Human Calls
I'm so glad we're getting ABS. I think we've finally hit critical mass for people to agree it is needed. I'm ok with taking humans out of strike zone calls altogether
Silver's Breakout Signals Buying Chance as Miners Plunge
Silver just made a massive breakout, and the next explosive move could start any day. If you’ve been waiting for a “better entry,” this is the moment the market often doesn’t give you one. Meanwhile, gold & silver mining stocks (GDX...
Iran's War Weakens Its Power, Boosts Regional Security
I fully agree. Iran will emerge from this war weaker. The United States, our forces in the region, Israel, and our partners will ultimately be more secure. Iran’s nuclear and military capabilities, its long-held assumption that it could build forces...
Germany and UK Resist Expanding Middle East Conflict
Middle East war live: Germany and UK refuse to be drawn into wider war https://t.co/MACvJwo5KK via @ft
Germany Rejects Trump’s Call for NATO Warships
Allies Push Back On Trump’s Demand They Send Warships To Strait Of Hormuz Germany on Monday flatly rejected Trump's demand that NATO allies send naval vessels to help protect shipping in this strategic waterway. Back to updating live: https://t.co/9CGuuJp9dQ
Wider Solar Row Spacing Enhances Agrivoltaic Feasibility
Increased spacing between solar module rows boosts agrivoltaics viability #energysky -- via pv magazine usa: https://t.co/M3WeMDt4YT https://t.co/qtSnQK9LbZ
Tanker Forward Rates Hit Record, yet Stocks Slump
FFA (near-term forward rates) curve at multi-year record highs for #tankers, yet $DHT $FRO and others still heavily down… 🤷♂️ #shipping
Solar Capacity Projected to Hit 6 TW by 2031
Global solar capacity to reach 6 TW by 2031, says GlobalData #energysky -- via pv magazine usa: https://t.co/yvd8OuX6zM
Call for Regulation: AI Must Disclose Consent
It's so insanely disrespectful for an AI agent to talk to real people without consent or at least disclosure. This is the type of stuff I'm hugely supportive of government regulation. The FCC must expand the definition of robocalling and...
Traditional Arms Still Dominate Amid Tech Startup Hype
War Doesn’t Belong to U.S. Weapons Startups Yet Defense tech companies argue that warfare is changing rapidly—but the current conflict is using mostly traditional weapons. https://t.co/eyALpB6CWW
Air Defender Gets QoL Upgrades; New Basics Walkthrough Released
With developer of #airdefence sim 'Air Defender' having been busy with QoL improvements and new features - timely video walkthrough of the basics. (Cyprus and drones DLC coming at some point, I wonder?) #avgeek https://t.co/i16JPguJmr
Bioethics Bureaucracy Stifles Medical Research Progress
Medical Research Is Hopelessly Caught in Red Tape. Part of the blame goes to "bioethics," which I've long argued is highly unethical. https://t.co/6tF016elEH
Israel Prepares Minimum Three‑Week War, Intensifies Iran Airstrikes
Israel says it has plans for at least three weeks of war as airstrikes pound Iran https://t.co/hRP2oqGdPd
Spain Eyes Airbus Space for NG3 After NG2 Failure
Spain's @Defensagob, #Hisdesat on verge of selecting @AirbusSpace to replace Airbus SpainSat NG2 sat, which failed 5 wks after launch from 'impact of high-energy space particle in critical area of satellite.' SpainSat NG3 replacement could launch in 2030.https://t.co/l5TJ7Tc01C https://t.co/nHIzh6iWXD
Prioritize Natural Fertility Solutions Before Resorting to IVF
I'm not going to comment on the specific stats here because I haven't read the book yet and some of these numbers need more context. But the broader point matters. Women deserve full transparency before making a decision that costs $15-20K...
Legal Roundup: Judge's Odd Remark, Walmart Hire, Legora's $550M Raise
In the latest Judicial Notice, my legal news roundup: - Judge VanDyke writes about "swinging dicks" - Walmart hires a new legal leader, Erin Nealy Cox (pictured) - @WeAreLegora raises $550m (at $5.5b valuation) LINK: https://t.co/quEWhVTReH https://t.co/JpRzxQ0LSp
Admin Must Admit Rising Oil Ship Traffic Through Hormuz
There were 4 in the last 24 hours. At some point, the administration needs to just be honest and lay out the facts instead of saying different things every few days, trying to jawbone the oil market, bullying the shipping...
Beyond the Hype: Subtle HIMSS Wins over Flashy Demos
HIMSS had a cat pit, a robot hand on someone's head, and an AI announcement from basically every vendor alive. But we liked other subtler stories: @HeyEpic soft-launching a pharmacy network product that perhaps could eventually take on @Surescripts, a...
Dubai Halts All Foreign Flights at DXB, DWC
Dubai Civil Aviation Authority issued a notice today: landing permissions at DXB and DWC are suspended for all foreign operators until further notice, citing the prevailing regional situation and safety of airlines, crews, passengers, and the public. Emirates has already...
Farmer Credits Starlink, Not Biden, for Rural Internet
Farmer @Milbank's best moment came when he grudgingly admitted that @elonmusk and @Starlink delivered the Internet service he needed for his family farm in the wilds of Rappahannock County, Va. @washingtonpost editors changed the original headline twice before settling on...
Future IPOs of SpaceX, OpenAI, Anthropic Will Redefine Markets
The IPOs coming within the next five years with SpaceX, OpenAI, & Anthropic are going to be unlike anything seen in history.
Oil Rebound, Flattening Curve Boost Equities; Watch $94 Oil
Oil shock is reversing (Strait clearing narrative), curve flattening continues (rate hikes priced in), credit widening (HY spread breakout), and rent collapse vindicates office REIT pressure. De-escalation moves favor equities; watch if $94 oil holds or bounces.
Massive Top End Solar‑Battery Project Pursues Federal Green Approval
Enormous Top End solar and battery project seeks federal green tick #energysky -- via Renew Economy: https://t.co/hE3OdgnXA2 https://t.co/NCDEplBNdn
Quality Care: 45‑Minute Pediatric Visit Makes All Difference
Doctors who take their time with each patient >>>> I know it can depend on their schedule, but our pediatrician took 45 minutes with us and it was so helpful
32% Oil Supply Lost; Rerouting Covers Only Fraction
💥 We lost about 32% of world traded crude oil supplies. 💥 Rerouting and SPR may cover up to 40% of it AT BEST. Anyone who thinks the rest of the oil industry can stretch its production to cover the GAP knows...
Finlight and Atrato Aim for 2GW EU Solar by 2030
Finlight, Atrato merge, target 2GW of operational distributed solar PV capacity in Europe by 2030 #energysky -- via pv-tech: https://t.co/4CImn8i29f
Data Centers Demand Massive Copper; Mining Must Scale Up
Data centers are already here, and they’re here to stay. They’re only going to get bigger, use vastly more power, and require millions of tonnes of copper at a scale we simply do not have the capacity to mine yet… We...
AI Excels in Detail, yet Cancer Cure Remains Distant
AI, strong on details, and tantalizingly close to curing cancer? Sobering to still see examples like these regularly.
He Expands on US Service Deaths Commentary
This is broader commentary than he gave last night — when asked about the deaths of US service personnel.
Send Media and Press Freedom Tips on Signal
Regular reminder: Tips about media, press freedom, and the Trump administration's relationship with news organizations are always welcome. Reach out on Signal at scottnover.99 from a non-work/non-government device.
WORKac Finishes Riverhouse: Compact Sustainable Family Residence
Cute project: "WORKac has completed Riverhouse, a compact sustainable residence in rural Rhode Island designed by the practice’s co-founders Amale Andraos and Dan Wood for their own family." #passivhaus #passivehouse https://t.co/LGKrxpkqpm https://t.co/0rXpbTSHPJ
Israel Says It Shot Down Iran’s ‘Force One’ Aircraft
Israel Claims Destruction Of ‘Iran Force One’ The Iranian government’s Airbus A340 had been part of an exodus of Iranian state-operated aircraft to Oman amid Israeli airstrikes last year. https://t.co/K7ChGieT1N
Key Questions to Vet Your First Industrial Leasing Broker
What are some good questions to ask industrial leasing brokers, for someone just getting into hiring industrial leasing brokers?
China’s Sodium‑Ion Drive Signals Mineral Dominance Contraction
One interesting topic that needs more work: China's push on sodium-ion batteries and whether this is actually more innovation or their acceptance of contraction on their critical minerals dominance (it's more the latter, but anyone can debate me after they've...
Future Oil Prices Lag Spot Gains, Threatening Well Profitability
"Dan Pickering...said that while the spot market price for oil was up 65 per cent at $99, it was only up 17 per cent for 2027 and 12 per cent for 2028....not high enough for most producers to get returns...
Carlson: No Logical Case Iran War Benefits U.S.
Tucker Carlson on the war in Iran: “At no juncture, have I ever met anybody who has laid out a reasonable, even slightly fantastical, but logical case for how this war will benefit the United States.” https://t.co/fApB1lb4c0
United Airfare Prices Are Soaring in 2026
Anecdotal and specific to the trips I have to take in balance of '26: But have United air prices gone off the charts?
Reengineering High-Volume Imaging Workflows with Gleamer AI
« @RadNetImaging CEO Howard Berger, MD, said it has become increasingly critical to #reengineer high-volume #workflows. This is particularly pertinent in X-ray, ultrasound and mammography, where @gleamer_ai holds expertise. » 👌 🚀 https://t.co/wSqNyHlkXj
Municipal Networks Match or Outperform ISPs in Study
"We studied the performance of 14 of the largest municipal networks from December 2024 through December 2025, and compared their performance to each other and to their ISP competitors." via @suemarek https://t.co/gV07n0Ieat
CytomX Jumps 66% on Promising Colorectal ADC Data
CytomX surges on positive data for ‘masked’ ADC in colorectal cancer https://t.co/PxQMISvyri by @Lilah_Alvarado $CTMX + 66%
Google News to Offer Transcripts for AI Audio Briefings
Google News may soon let you read transcripts of its AI-generated audio news briefings ✅ Details and video demo - https://t.co/yDMVhGVGcp https://t.co/Q1sn3R7ioV
US Air Assaults Exceed Iran’s Finite Pain Tolerance
In conversations with clients and friends (also in reading X takes), it seems like folks underestimate how painful it is to withstand unrelenting, unfettered, strategic and punitive attacks from the air by the US. Iran surely has a high pain...
Gas Hits 2023 High, Stocks Surge Anyway
Gas prices reach highest level since October 2023 as oil holds above $100 per barrel; US stocks jump https://t.co/voUmM6Kcb0