China’s AI Dominance Threatens U.S. Global Leadership
The FUTURE of the world if the USA lets China win the AI & robotics race, according to @ericschmidt https://t.co/kdfqJjJk8W
Solar Dominance and Rooftop Panels Ensure True Energy Independence
The only actual energy security in the world is solar energy dominance in countries that produce their own solar panels. The only actual energy indepedence is hundreds of millions of rooftops with solar on them, which builds a decentralized grid...
Record T
I’m at the biggest shipowner conference in North America right now. I live in a very liberal town in Massachusetts and yet I have never seen worse cases of TDS in my life. The London shipping cabal is PISSED
NightBeacon: AI‑Powered, Self‑Trained Security Platform Launches
Here's a demo on a project I've been developing and working on for the past 9 months. Called NightBeacon. Using it now in production, getting released fully this week. Our own internally trained models on our own infrastructure (no third party)....
Co‑ownership Offers Quicker, Cheaper Renewable Rollout, Report Says
Co-ownership vs consultation: Landmark report proposes faster, cheaper path to renewables #energysky -- via Renew Economy: https://t.co/7lWCPVACJ7 https://t.co/t7SdJhurNu
Ukraine Now Arms US and Gulf After Five Years
Yeah, yeah, yeah, Russia is winning so much that in the fifth year of its full-scale invasion, Ukraine is supplying its weapons to the U.S. and the Gulf states.
Embedding Unpredictability Into Boxship Supply Chains
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...
US Policies Triple‑Squeeze Seoul, Threatening Alliance Balance
Seoul is really getting squeezed - (1) U.S. trade policy squeezing its competitiveness, (2) U.S. policy in the Middle East squeezing its energy security, and now (3) U.S. warfighting requirements squeezing USFK assets. It's fine to lawyer this or that...
Exposing Dark Patterns: Advocacy Insights From Local Circles
My latest column is on “dark patterns.”Tremendous advocacy work in this area by @sachintaparia of @LocalCircles. For those who wish to read the column 👇, here’s a link: https://t.co/PtpgiuDtJ4
Energy Secretary Whipsaws Crude Prices Again
A now-deleted post from Energy Secretary Chris Wright whipsawed crude for the second-straight session 🤡 @ENERGY $USO https://t.co/XlECoBdhiQ via @WSJ
IMobile Login Changes Confuse NRI Users, SMS Validation Fails
@ICICIBank_Care have you changed the iMobile login method? How does it work for NRI customers now? How will an overseas telco send you a SMS and you will be able to match it with our phone numbers on your record?...
China’s Portfolio Diversification Beats Traditional Alliance Model
In my view, too many commentators lean into geopolitical terms like “ally” and “axis” and miss China’s broader strategic intent. China’s approach to the Middle East, Latin America, and other regions is more akin to the market strategy of “portfolio...
Modern Missiles to Ukraine Cripple Russia’s War Machine
It turns out that if you help Ukraine with modern highly effective missiles - and stop trembling in fear of Putin and burying Ukraine under endless absurd restrictions - Russia starts losing key military factories and weapons one after another....
Aluminum at Hormuz: Supply Chains Won’t Restart Instantly
Add aluminum to the Hormuz choke point. Restarting supply chain trade flows and maritime will not be like turning on a light switch.
PowerBank Secures Funding, Clears Hurdles for 7 MW NY Solar
PowerBank secures funding, clears environmental hurdles for its 7 MW New York community solar project #energysky -- via pv magazine usa: https://t.co/cuWBlZKcKm
Melatonin Improves Multiple Cardiometabolic Risk Factors
Comprehensive Effects of Melatonin Supplementation on Cardiometabolic Risk Factors: A Systematic Review and Dose–Response Meta-Analysis 🫀 Author conclusion: Melatonin supplementation “significantly ameliorated” multiple Cardiometabolic Risk Factors. https://t.co/SapRrA0RDa
Sun Belt Housing Crisis Threatens Young Families' Homes
This is going to wreck housing production in a lot of Sun Belt cities, and leave many young families without access to a single-family home.
Future Drivers Face Tougher Tests as Cars Outpace Safety
Not so crazy prediction: 25 years from now, humans will be monstrously less safe than autonomous cars. What will happen? Driving tests will become more rigorous.
Iran Weaponizes Hormuz, Blocks Oil; US Pushes Escort Reopening
WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...
U.S. Boosts Solar Power with 43.2 GW Added in 2025
US adds 43.2GW of new solar PV capacity in 2025 #energysky -- via pv-tech: https://t.co/aZ7O8AfdNy
Trump May End Iran War, but Escalation Looms
I expect Trump to stop the Iran War fairly soon. But it's another small step toward a larger conflict -- both diplomatically and technologically. https://t.co/dWvZ9Yento
Reliance Redirects KG‑D6 Gas to Secure Household LPG
#JustIN | At a time when global energy markets are experiencing volatility, ensuring uninterrupted access to essential fuels for Indian households remains a national priority: #RelianceInd says Natural gas produced from the KG-D6 Basin will be diverted to support supply to priority...
G7 Leaders Convene Video Call on Gulf War Energy Crisis
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
David Ellison Shows Success Where Others Failed
David Ellison is out prove he can succeed where others have failed $PSKY $WBD The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/Bs2ZMjBSA8
First Operational Speeder Bike Turns Sci‑Fi Dream Real
From Fantasy to Reality: The First Operational Speeder Bike Is Here by @Volonaut #EmergingTech #Innovation #Technology https://t.co/kSjUD6H77P
Serbian MiG‑29s Field Chinese CM‑400 Supersonic Missiles
Serbian MiG-29 Fighter Appears Armed With Chinese Supersonic Standoff Missiles Previously only known to be in Pakistani service, the Chinese-made CM-400 air-to-ground missile has now appeared on Serbian MiG-29 jets. https://t.co/HFecMXiP2D
Argentina Launches 700 MW National Battery Storage Tender
Argentina tenders 700 MW of battery storage nationwide #energysky -- via pv magazine global: https://t.co/fPJqWq2Ss4
Blend Engineering and Human Factors for Successful AVs
Quick day trip to Amsterdam🇳🇱 for @intertraffic. And had a fascinating panel discussion on "User Acceptance of Automated Vehicles (AVs)". It's time that we don't differentiate engineering & human factors when it comes to product design. They come together for...
E‑7A Wedgetail Excels at Spotting Iranian Drones
Massive Leap In Ability To Spot Iranian Drones Headed To Persian Gulf The E-7A Wedgetail is arguably the best aircraft anywhere in the world for spotting low-flying Iranian drones and cruise missiles. https://t.co/p5D8s2NIsM
UAE's Defense Spending Outpaces Iran's Offense Tenfold
“… Right now it looks like the Gulf - especially the UAE - is spending something like $28 in defense for every $1 Iran spends on offense […] that's not a long-term equation anyone wants to …”
All New Cars Will Be Autonomous Within a Decade
"10 years from now, every single car sold will have autonomous capabilities" - @dkhos at @Abundance360 2026 summit.
Norway, Iceland Eye EU Membership Amid U.S. Shift
As the U.S. becomes more transactional and predatory, Norway and Iceland are now considering EU membership to add a bit more security. #eu #geopolitics https://t.co/ziNWQ6FQIW
Ellison Declares Deal Turbulence Over, Hails HBO as Gold Standard
Paramount’s David Ellison Addresses Warner Bros. Execs at Town Hall: CEO Says ‘Turbulent’ Deal Process Is ‘Now Behind Us,’ Praises HBO as ‘Gold Standard’ in TV https://t.co/lNtW2mfuLg via @variety
Buy DIS on Dips: Parks Expansion Drives Cash Flow
Macro: Disney reshuffles; Thomas Mazloum named Chair of Disney Experiences as D’Amaro becomes CEO. Risk: parks/cruise execution, capex. Trade: buy DIS on dips—parks expansion underpins cash flow. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Beazley Buys kWh Analytics to Boost Renewable Underwriting
Beazley acquires kWh Analytics to scale renewable energy underwriting #energysky -- via pv magazine usa: https://t.co/HU8MHQTedQ
Oil Prices Mirror Chaos Theory's Butterfly Effect
My monthly takes a look at oil price scenarios Inspired by Jurassic Park and Jeff Goldblum’s explaination of chaos theory. This hit close to home. Made my mom cry - should have warned her about the ending. The Butterfly Effect...
Navy Warns Danger, Trump Urges Risky Hormuz Passage
If the Navy says it’s too dangerous to escort ships through the Strait of Hormuz, but Trump says tankers should have the guts to sail through. This is some serious mixed messaging.
Taiwan's Energy Future Needs
There has been a lot of commentary over the past week on China's energy vulnerabilities but much less about Taiwan's. In 2020, I coauthored a @CarnegieEndow report on Taiwan's energy trilemma of security, affordability, and sustainability - with ideas for...
NYC Council Approves Massive Affordable‑Housing Tower
Big News: @nyccouncil today approved what will be one of the largest residential buildings in the nation. 395 Flatbush Ave Ext in Downtown Brooklyn will no long be an (ugly) low-rise. It will become a tower with 1,200 homes, 25% of...
Renaming Draft “_FINAL” To Pressure Opposing Counsel
Adding a “_FINAL(Execution Copy)” to the name of the initial draft to bully another lawyer into clearing the deal
NYT Highlights Housing Act, Yet Major Supply Incentives Stripped
The @nytimes dropping facts on The ROAD to Housing [Inflation] Act. Also, not enough attention going to big pro-supply provisions removed around supply incentives and zoning -- which leaves only a patchwork of incremental (though still good) pro-supply wins left in...
Charging Delays Make EVs Impractical, Not Propaganda
There is no car in the known universe worth sitting in line waiting to charge my car then waiting while it actually charges Elon must really love this electric car propaganda
Put TSA Under FAA for Safer, Efficient Travel
Here’s a move GOP and Democrats should support. Move TSA under the FAA and end this nonsense. FAA’s mission. “Our continuing mission is to provide the safest, most efficient aerospace system in the world.” https://t.co/owLsvwbRZv
Downtown Brooklyn Office Converts to 1,200 Homes, 300 Affordable
An underutilized office building in Downtown Brooklyn will become 1200 homes (300 permanently affordable), with a new subway entrance. More of this, please.
Melatonin Shields Mitochondria, Offering Neurodegenerative Therapy
Melatonin as a Guardian of Mitochondria: Mechanisms and Therapeutic Potential in Neurodegenerative Diseases https://t.co/kp4LZEbZzN https://t.co/boWzW7fcjM
Uber's Platform, Not Car Makers, Will Win Robotaxi Race
Everyone's arguing over who wins the autonomous vehicle race. Tesla? Waymo? Google? Wrong question. Uber is building the Marriott model for robotaxis. Their vision is financial giants & people own their fleets. Uber provides the operating platform. $1 trillion upside.
Craft vs Scale: Two Nerds, One Glass Industry
Boring to some people, interesting to others. For some, hand-crafting a piece of glass is interesting. For others, monitoring, optimizing, and fixing a machine that makes a million pieces of glass is interesting. Two different kinds of nerds.
Alex Grant Pushes US Magnesium Revival with MagraThea Metals
Was great to talk Smack with DLE guru Alex Grant @biglithium And to hear how his @magratheametals aims to Make 🇺🇸 Magnesium Great Again. @StandardLithium @Equinor @exxonmobil @VulcanEnergyRes @Lilac_Solutions 👇👇
Copper Explorers Attract Capital; Short‑Term Profit Opportunity
Macro: capital favors copper explorers. Key: Mogotes closed C$23M, CD Capital joined board, cash>debt. Risk: shares look overvalued; Kazakhstan deal may dilute. Take short‑term profits. 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Military's $3.5 B Cable TV Spend Raises Questions
Can someone explain to me how the military could spend $3.5 billion on cable TV? Did they buy golden TVs?