Industry Social Media and Updates

Energy Index Surge Threatened by Falling US‑Canada Demand
SocialMar 11, 2026

Energy Index Surge Threatened by Falling US‑Canada Demand

Collapsing US, Canada Demand vs. Supply and Energy - The Bloomberg Energy Spot Index (BCOMENSP) has had an exceptional year in 2026, gaining about 30% to March 10. Is it sustainable? My graphic shows top reasons why the 1Q pump...

By Mike McGlone
SA Military Deploys to Eldorado Park to Tackle Gang Violence
SocialMar 11, 2026

SA Military Deploys to Eldorado Park to Tackle Gang Violence

News Just in 🇿🇦‼️ The South African National Defence Force has been deployed to Eldorado Park in Johannesburg to support the South African Police Service in combating gangsterism and violent crime in affected areas.

By Talk Cents
Iran's Hormuz Control Boosts Oil Exports Beyond Pre-War Levels
SocialMar 11, 2026

Iran's Hormuz Control Boosts Oil Exports Beyond Pre-War Levels

Iran’s Control of Hormuz Means It’s Exporting More Oil Today Than Before the War https://t.co/UlXJwHN0ld

By Guy Faulconbridge
War Insurance Boom as Gulf Datacenters Seek Coverage
SocialMar 11, 2026

War Insurance Boom as Gulf Datacenters Seek Coverage

Leigh Harris says Insurance industry could make out big over the Iran War. Lots of Datacentres are being built around the Gulf and they now want Warfare Insurance cover.

By WheelieDealer
Oil Tanker Risk, Not Insurance, Drives Sky‑High Premiums
SocialMar 11, 2026

Oil Tanker Risk, Not Insurance, Drives Sky‑High Premiums

Leigh Harris, Insurance Writer at FT, says the Oil Tanker problem in Strait of Hormuz is not due to Insurance. Underwriters are insuring Ships but can be 12x the usual rate. The problem is risk of being sunk and to crew...

By WheelieDealer
Rising Gas Prices Clash With Record Low Market Volatility
SocialMar 11, 2026

Rising Gas Prices Clash With Record Low Market Volatility

$3.50 Gasoline Spike May Fuel $2 Toward Year-End - The oxymoron of spiking energy and precious-metals volatility vs. a complacent stock market may prove unsustainable, with deflationary implications. Sustainability is a key question from my graphic showing the national average...

By Mike McGlone
Maersk's Longer Routes Spike Costs, Reduce Container Loads
SocialMar 11, 2026

Maersk's Longer Routes Spike Costs, Reduce Container Loads

Maersk. Ships trapped. Bunker fuel needs. Ships going around Cape of Good Hope and longer transit means more fuel. Mines. Needed products not movings. Fewer loaded containers. Less revenue and higher costs. Shippers paying surcharges.

By Tom Craig
Iran Attacks Thai Vessel in Strait of Hormuz
SocialMar 11, 2026

Iran Attacks Thai Vessel in Strait of Hormuz

News Just In, Thailand 🇹🇭 Iran has hit a Thai ship that was attempting to pass through the Strait of Hormuz.

By Talk Cents
Oil's Global Conflicts Drive Home Energy Costs
SocialMar 11, 2026

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

By Ellen Wald
Oil Climbs 2% as Iran Threatens Tech Sites, Reserves Released
SocialMar 11, 2026

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...

By Kathy Lien
Regime Hardening Likely
SocialMar 11, 2026

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

By Carl Quintanilla
CNN's Tel Aviv Reporters Hide; Tehran Reporter Roams Free
SocialMar 11, 2026

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

By Kudzai Mutisi
Oil Prices Drop, Likely Stabilize at $90‑$100
SocialMar 11, 2026

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...

By Robin Brooks
Emergency Reactivation Needed Amid Bad Timing and Platform Flaws
SocialMar 11, 2026

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...

By Tom Shugart
China's 90% Model Undermines Global Industries
SocialMar 11, 2026

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...

By Ram Charan
US Unveils Lucas, a Drone Matching Shahed's Weight Class
SocialMar 11, 2026

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

By Peter Zeihan
Strait of Horm
SocialMar 11, 2026

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...

By Bob McNally
IEA Report Signals Shift From Oil Oversupply to Shortages
SocialMar 11, 2026

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

By Alex Lawler
Meloni Threatens Crackdown on Energy Price Speculators
SocialMar 11, 2026

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

By Zöe Schneeweiss
Media Mutes Outrage as GOP Leaders Ignore Anti‑Muslim Hate
SocialMar 11, 2026

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

By Jeff Jarvis
Iran Conflict Hikes Transport Costs, Maersk Passes to Consumers
SocialMar 11, 2026

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

By Cathy Morrow Roberson
U.S. Chose Torpedo Over Safer Capture Option
SocialMar 11, 2026

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...

By Tom Shugart
Europe Launches First Microgrid‑linked AI Data Center
SocialMar 11, 2026

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

By Glen Gilmore
Russian Oil Tax Price Tops Budget Target Amid Iran War
SocialMar 11, 2026

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...

By Guy Faulconbridge
Fuel Surcharge Set to Rise as Jet Fuel Costs Climb
SocialMar 11, 2026

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

By Buschy HK
Kremlin Blames British Specialists for Bryansk Missile Strike
SocialMar 11, 2026

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"....

By Guy Faulconbridge
Manufacturing PMIs Validate EPS Breadth as Cycle Beta
SocialMar 11, 2026

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

By Michael Kantro
China's Trade Surplus Grows as Property Recovery Stalls
SocialMar 11, 2026

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...

By Brad Setser
Grieving Parents Push for Stricter AI Online Safety Laws
SocialMar 11, 2026

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...

By Matt Navarra
EU Mulls Gas Price Cap to Cut Power Bills
SocialMar 11, 2026

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

By Zöe Schneeweiss
SUPR Trades Near NTA, Targets Dividend Growth, Acquisition Opportunities
SocialMar 11, 2026

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...

By WheelieDealer
Reserve Composition Outweighs Sheer Size, IEA Shows
SocialMar 11, 2026

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

By Javier Blas
Bundesbank HQ to Be Repurposed as School
SocialMar 11, 2026

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

By Zöe Schneeweiss
Gulf Air Devises Creative Plans to Restart Flights
SocialMar 11, 2026

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

By Ben Schlappig
Countries Urge China to Curb Oil Reserve Purchases
SocialMar 11, 2026

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...

By Javier Blas
AI Boosts Creators, Lets Journalists Focus on Ideas
SocialMar 11, 2026

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,...

By Mat Dryhurst
IEA Release: Watch Daily Flow, Not Total Barrels
SocialMar 11, 2026

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...

By Javier Blas
Oil Markets Destabilized by Info War and Hormuz Closure
SocialMar 11, 2026

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...

By Vandana Hari
Net Zero Saves Money; Fossil Dependency Is Real Cost
SocialMar 11, 2026

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

By Jan Rosenow
Cosco Halts Balboa Port Use After Hutchinson Takeover
SocialMar 11, 2026

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.

By Tom Craig
JPMorgan's Loan Write‑downs Expose Private Credit Valuation Fragility
SocialMar 11, 2026

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...

By Lisa Abramowicz
Cathay Rewards Staff with 11‑week Bonuses After $1.38B Profit
SocialMar 11, 2026

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.

By Bilqis Bahari
AI-Driven Power Surge Pushes Texas Coal Plant Toward Solar
SocialMar 11, 2026

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...

By Miles O’Brien
Xbox Store Drops UWP; PC Games Now Win32 Only
SocialMar 11, 2026

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 🙃

By Tom Warren
Drones Crash Near Dubai Airport Amid Persistent Iran Crisis
SocialMar 11, 2026

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

By Jamie Freed
Choosing No Mask Trades Lives for Personal Freedom
SocialMar 11, 2026

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...

By Taylor Lorenz
Blind Engineer Invented Cruise Control for Steady Driving
SocialMar 11, 2026

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

By James Gingerich
Lufthansa Pilots Schedule Two‑day Strike, Causing Major Disruptions
SocialMar 11, 2026

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

By Ben Schlappig
G7/G20 Vows to Curb Iran Oil Leverage
SocialMar 11, 2026

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...

By Javier Blas