Oil's Global Conflicts Drive Home Energy Costs
Why oil matters: conflicts abroad, costs at home - The Story | Podfollow @ACGlobalEnergy #oil https://t.co/tCpybAcB7p
Oil Climbs 2% as Iran Threatens Tech Sites, Reserves Released
Oil prices +2% - here’s the latest: ⚠️ Iran: Says it will target U.S. technology company facilities next, including $AMZN $MSFT $NVDA $IBM $ORCL $PLTR locations in Israel, Dubai, and Abu Dhabi 🛢️ Oil reserve release updates: 🇩🇪 Germany to partially release national...
Regime Hardening Likely
B of A: “.. We now see ‘regime hard lining’ as likely as a quick end .. where military operations spill over into 2Q, 3Q or even 4Q26 ..” https://t.co/laJv8DdjWS
CNN's Tel Aviv Reporters Hide; Tehran Reporter Roams Free
Isn’t it ironic that the @cnni reporters in Tel Aviv are constantly running into bomb shelters yet their colleague in Tehran is reporting freely almost all the time… Who is winning? https://t.co/MWgoEWIWte
Oil Prices Drop, Likely Stabilize at $90‑$100
I wrote this piece: "What can make the oil price fall?" on Sunday night because debate around oil had gotten far too one-sided. We've now fallen significantly and - while hostilities continue - I think we'll bounce around in a...
Emergency Reactivation Needed Amid Bad Timing and Platform Flaws
This is just amazingly, spectacularly bad timing. And LCS isn't really a "better" MCM platform than these. Worse, in some ways. IMO the only sensible thing to do right now would be an emergency reactivation given the circumstances, using whatever gear and...
China's 90% Model Undermines Global Industries
Industries don't collapse overnight. They are systematically pushed out. China's 90% Model works by building production capacity to meet 90% of global demand in a targeted sector. Chinese companies then flood markets and price at or below marginal cost—supported by subsidies, cheap...
US Unveils Lucas, a Drone Matching Shahed's Weight Class
The U.S. has a drone that punches in the same (financial) weight class as the Iranian Shahed. Everybody, meet LUCAS. #shahed #drone #iranwar #geopolitics https://t.co/hoDkzlZII0
Strait of Horm
US political leaders, the oil industry, and traders are waking up to what we advised clients in June: restoring oil and LNG flow in the Strait of Hormuz won't be quick or easy. A load-bearing assumption in global energy is...
IEA Report Signals Shift From Oil Oversupply to Shortages
From oversupply to concern of shortages - IEA oil stocks release is coming, sources say https://t.co/ttzyIWK0qw
Meloni Threatens Crackdown on Energy Price Speculators
Meloni says the Italian government could take action on companies speculating as energy prices spike over the war https://t.co/BbvWulpYyD via @donatopmancini https://t.co/mdhE0Kkxk9
Media Mutes Outrage as GOP Leaders Ignore Anti‑Muslim Hate
Bigotry and xenophobia are pillars of fascism. Outrage should be a pillar of journalism, but reaction to Ogles and Fine has been muffled in media. Mike Johnson refuses to condemn anti-Muslim comments by Republican lawmakers https://t.co/gfhLvgwK79
Iran Conflict Hikes Transport Costs, Maersk Passes to Consumers
Increased transport costs driven by the conflict in Iran will be passed on to consumers Maersk CEO tells BBC https://t.co/E2W6YMV8EN
U.S. Chose Torpedo Over Safer Capture Option
This is completely off the mark. IRIS Dena was reported to have been equipped with SAMs & ASCMs as well as guns. To hazard an American surface ship (or aircraft) by approaching to attempt a capture would be operational malpractice when...
Europe Launches First Microgrid‑linked AI Data Center
Powering AI: Europe switches on its first microgrid-connected data center “Microgrids are localized energy systems that can generate, store, and distribute power. The systems are already being widely used in the U.S.” https://t.co/I7IdIAYzTf https://t.co/5arYJMWh1R
Russian Oil Tax Price Tops Budget Target Amid Iran War
MOSCOW, March 11 (Reuters) - The price of Russian oil used for taxation has exceeded the budget target for the first time since January 2025 because of the rise in global prices caused by the Iran war, Reuters calculations showed...
Fuel Surcharge Set to Rise as Jet Fuel Costs Climb
Cathay Chief Customer and Commercial Officer Lavinia Lau: • can expect the fuel surcharge to rise due to increase in price of jet fuel
Kremlin Blames British Specialists for Bryansk Missile Strike
MOSCOW, March 11 (Reuters) - The Kremlin on Wednesday accused British specialists of involvement in a deadly Ukrainian strike on the Russian city of Bryansk that used British Storm Shadow missiles and said it would take Britain's role "into account"....
Manufacturing PMIs Validate EPS Breadth as Cycle Beta
This makes sense - manufacturing PMIs corroborate EPS breadth as it’s the beta of the business cycle. Thanks for bringing back the 📙! https://t.co/SrEetSesnP
China's Trade Surplus Grows as Property Recovery Stalls
Frustrating. China won't use the "clean" balance sheet of the central government to support a real recovery from the prolonged property market slump. The net result: a rising trade surplus supports China's growth at the expense of its trading...
Grieving Parents Push for Stricter AI Online Safety Laws
A.I. Incites a New Wave of Grieving Parents Fighting for Online Safety Parents who lost children to chatbot interactions are joining social media safety campaigns. Megan Garcia sued Google and Character. AI in 2024 after her son Sewell died. Advocacy groups are pressing...
EU Mulls Gas Price Cap to Cut Power Bills
EU weighs a gas price cap to lower power costs amid Iran war https://t.co/3qDLf3s6Jq via @johnainger https://t.co/A2PK57MYOp
SUPR Trades Near NTA, Targets Dividend Growth, Acquisition Opportunities
#SUPR results OK. EPRA NTA per Share 87.5p (up) against Share price 82p; so discount relatively small now. Cost down from bringing operation in-house. Target minimum 2% Dividend Growth from FY2027. Appears to be lots of opportunities to acquire Supermarket...
Reserve Composition Outweighs Sheer Size, IEA Shows
More on the IEA reserves: US has only crude Japan has a mix of crude and products Europe has mostly products The mix of the release is as important as the size of the release
Bundesbank HQ to Be Repurposed as School
Bundesbank will abandon its old brutalist headquarters, with the building now set to become a school https://t.co/Ao2BQqWndL via @laura_malsch https://t.co/vyAx8mitA9
Gulf Air Devises Creative Plans to Restart Flights
With Bahrain airspace closed for 11 days now, Gulf Air has had to fully ground its operations. Here's how the airline is getting creative with relaunching flights. https://t.co/eG4hqpdjJP
Countries Urge China to Curb Oil Reserve Purchases
Also, as the IEA releases, member countries are reaching out to China to make sure it doesn't use the opportunity to buy more barrels for its own reserve (as it did in 2022). (...the IEA-Chinese coordinate was last done in 2011...
AI Boosts Creators, Lets Journalists Focus on Ideas
Really don't see this being a problem Journalists will do journalism and this more or less says how that material is delivered can be augmented by AI and no-one would mind People read the best fiction to access something created by someone,...
IEA Release: Watch Daily Flow, Not Total Barrels
When the IEA release is announced, my focus won't be on the headline number (say 300-400m barrels). Ignore that number. The key is the flow, in BARRELS PER DAY, the IEA promises FOR THE FIRST 20-30 DAYS of the stockdraw, and...
Oil Markets Destabilized by Info War and Hormuz Closure
Spoke with Bloomberg earlier today about the IEA stocks release plan, the information war on top of the military conflict in the Mideast, the severe pricing dislocations in the oil market, plus the unfolding impact of the continued closure of...
Net Zero Saves Money; Fossil Dependency Is Real Cost
Reaching net zero by 2050 is often framed as a cost burden. The UK Climate Change Committee’s latest analysis suggests the opposite. The real risk is fossil fuel dependency. https://t.co/m4AZokLzFS
Cosco Halts Balboa Port Use After Hutchinson Takeover
China’s Cosco shipping. Suspends its use at Panama’s Balboa port. Because of takeover of CL Hutchinson’s terminals.
JPMorgan's Loan Write‑downs Expose Private Credit Valuation Fragility
JPMorgan is marking down the value of some software-related loans in private credit portfolios. This highlights how fungible private loan valuations have become at a time of little liquidity, and raises questions about which firms are doing a better job...
Cathay Rewards Staff with 11‑week Bonuses After $1.38B Profit
Cathay Group’s employees will receive over 11 weeks of bonuses & a salary increase this year after the group reported a full-year 2025 profit of US$1.38 billion (HK$10.8 billion) driven by higher capacity, load factors & strong cargo demand.
AI-Driven Power Surge Pushes Texas Coal Plant Toward Solar
America’s appetite for electricity is exploding—driven in part by AI and data centers. In Texas, one coal plant is planning a surprising transition to solar. But meeting this new demand may also mean more fossil fuels. My latest for PBS...
Xbox Store Drops UWP; PC Games Now Win32 Only
the same UWP no longer accepted in the Xbox Store, and all Xbox PC games are win32 these days 🙃
Drones Crash Near Dubai Airport Amid Persistent Iran Crisis
Two drones fall in vicinity of Dubai airport as Iran crisis shows no sign of easing https://t.co/EoSJYIF1uu
Choosing No Mask Trades Lives for Personal Freedom
This is the exact same tradeoff people who do not mask are making with our lives and children’s lives rn. Our lives in exchange for not having to mask and stop the spread of disease. Anti vaxxers are awful, but...
Blind Engineer Invented Cruise Control for Steady Driving
#WhyThingsWereInvented? Ralph Teetor who was blind invented the 'Speedostat' in the 1950's, later known as cruise control, to provide himself with steady speeds during car trips. (Terrifying Myths and History) #Automation #Innovation #Invention https://t.co/qeRwceRkxl
Lufthansa Pilots Schedule Two‑day Strike, Causing Major Disruptions
Lufthansa pilots are planning on going on a two-day strike on Thursday and Friday. Here's the reason for this strike, and what disruptions we can expect. https://t.co/QEncl5Rgyl
G7/G20 Vows to Curb Iran Oil Leverage
Inside the G7 (and the G20) most countries are absolutely livid with the Trump administration's attack on Iran, but don't mistake their indignation with a desire to let Iran take the global economy hostage via oil. G7/G20/OECD nations will respond...
Ferry Routes Face 12.5% Fare Rise Due to Losses
Assistant Commissioner for Transport Louisa Fung, on the upcoming 12.5% price hike on six island ferry routes: “Both ferry service operators have been struggling financially. Setting aside government subsidies under special assistance measures, the six routes would record a loss of...
Brazil, Saudi Arabia Team Up on Critical Minerals Mapping
Brazil and Saudi Arabia launch a critical minerals working group and seek Saudi funding for Brazil mapping. https://www.metalnomist.com/2026/03/brazil-saudi-arabia-to-cooperate-for.html
Cargo Ship Struck by Unknown Projectile in Hormuz
DUBAI, March 11 (Reuters) - A cargo vessel was hit by an unknown projectile in the Strait of Hormuz, resulting in a fire onboard and prompting the crew to evacuate and request assistance, according to the United Kingdom Maritime Trade...
Rheinmetall Projects up to 45% Sales Surge on Defence Demand
DUESSELDORF, Germany, March 11 (Reuters) - Rheinmetall https://t.co/uzAuxBYwOI expects sales to grow by up to 45% this year, it said on Wednesday, as the German firm focuses entirely on its defence business to harness increased demand from wars in Ukraine...
GDC: A Selfie Gold Mine for Attendees
GDC is a selfie gold mine. Thanks to the big crowd of folks who came to GamesBeat Crossfire https://t.co/48YvDKJ7oV
Spotify’s Freemium Fuels Growth; Subscriptions Sustain Profits
Spotify started with free music and ads. Ad revenue failed to cover high label fees, and free users saw no reason to upgrade. So Spotify put mobile, offline downloads, and no ads behind Premium. By the 2020s, about 85% of revenue came from...
Mansion House Station Named After Unbuilt Location
Ever wondered why “Mansion House” underground station on the District Line is not in fact at the Mansion House but a considerable walk away? Well the station was planned to be there, but the location was changed when the necessary...
Upcoming Coal India PSU IPO: Retail 35% Allocation
1 Big - PSU IPO coming Soon ⬇️ Shareholder Quota ✅ Employee Quota ✅ Retail portion: 35% Full offer for sale IPO Profitable business - Good Growth 📈 More information posting soon. 💡 To be eligible - Subsidiary company :Coal India Stay...
Dutch Telecom Hack Exposes Millions of Personal Records
Hacking group begins leaking customer data in Dutch telecom Odido hack https://t.co/byTVBOsAmS "The theft… included names, telephone numbers, e-mail addresses, bank account numbers, birth dates and passport numbers." Every day, in every way, it gets worse. https://t.co/DSdcBeqfD7