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
4D Occupancy Drives Photoreal
🚀 ORV: 4D Occupancy-centric Robot Video Generation (CVPR 2026) https://t.co/9ILR3w3XND What if we could generate photorealistic robot manipulation videos with precise 4D control? With ORV, we condition video generation on 4D semantic occupancy, enabling: ✨ High-fidelity robot videos with fine-grained motion control 🎥 Multi-view generation...
Floating Carcasses Risk Being Misidentified as Naval Mines
"Dead sheep thrown away by livestock ships, whose legs stick out of the water when they bloat, could sometimes be mistaken for mines by lookouts."
Trump Exposes Limits of China's Autocratic Influence
A Possible Upside to the Iran War Perhaps inadvertently, Trump is revealing the limits of China’s Axis of Autocracy. It was never an "axis" and China will be fine...much more damage in other quarters... https://t.co/VCer4OGGeb
AI's Role in Healthcare Explained in 100 Q&A
Introducing "100 Questions and Answers About Artificial Intelligence in Healthcare" - your essential guide to understanding the integration of AI and medicine. - Explore 100 essential questions, each offering concise yet insightful answers supported by research and real-world examples. - From the...
Embrace AI, Verify Results, Pilot with Controlled Roadmaps
AI: good or bad? Practical answer: embrace use cases, verify results and pilot with control. Contact LMA Consulting Group to build an AI roadmap tied to execution. #AI #ChatGPT #SupplyChain https://t.co/aaGnm03Hlt
Avoid the ₹2‑5 Cr Ticket Trap for Real‑Estate Wealth
The “Ticket Size Trap” Why Most Investors Get Stuck in ₹2–5 Cr Properties — And Wealth Gets Made Above or Below That This is one of the least discussed rules in Gurgaon real estate. Prices don’t move equally across all budgets. They move in...
Helium and Sulfur: Unexpected Essentials for Advanced Chip Production
Iran conflict and chip supply chain. Advanced chips rely on some surprising ingredients. Helium helps cool wafers and move gases through chip-making machines so the process stays stable and ultra-precise. Sulfur is used in gases that “etch” microscopic patterns into silicon —...
Judge Reinstates Ted Gill, Extends $250M Payout Eligibility
NEW: he judge in the Subnautica 2 court case has ordered Ted Gill reinstated as CEO of Unknown Worlds and extended the period of eligibility for a performance based $250 million payout through September 2026. Also been given control over...
Top 10 Cleantech Stories This Week and Month
We've had some more popping cleantech news this past week. Below are 10 top stories, as well as the top 10 stories of the past month. - https://t.co/tjPtBy4xDl
Co‑operative Bank IT Collapse Exposes Governance Failures
Digital Hubris and the £349 Million Mirage — The Collapse of the Co-operative Bank’s IT Transformation A Masterclass in Governance Failure - Five Lessons to Learn Great read by Frank Schwab https://t.co/sKpx4mOYMF https://t.co/KUTIUvoGyT
GenAI Predicts Insulin Resistance Using Wearables and Routine Labs
Innovation with genAI, predicting insulin resistance from wearable device data (for steps, heart rate, sleep) integrated with demographics and routine blood parameters. Without CGM. @aametwally1 @GoogleResearch @NatureMedicine https://t.co/PRZPLGjuxZ https://t.co/ShbFyO55qP
Farmstead Road Marries Passivhaus Efficiency with Arts‑Crafts Charm
"Farmstead Road, a community housing scheme in leafy Lewisham, provides an exemplar of blending Passivhaus efficiency with quaint, craft-rich English architecture" #passivhaus #passivehouse #artsandcrafts https://t.co/5w5V0jH9kO https://t.co/5Nf9VsISqa
LNSR Spread Widens, Credit Line Hints at Deal Delay
$LNSR spread to the $14 cash offer back to ~40% after the latest update. Co disclosed a credit line allowing it to borrow up to $9.2m. Market seems to read this, together with the last update, as a signal that the...