Hidden in Marathon, I Keep Dying Repeatedly
I spend a lot of my time in Marathon hiding in plain sight...and dying https://t.co/UZP9Ud6nEs
Discussing How to Bring Oil Below $100
I’ll be coming up on @BloombergTV in a few to discuss zooming #oil prices with @lisaabramowicz1 & @FerroTV Can anything be done to bring oil under $100 in the foreseeable future? @ACGlobalEnergy #oott #Iran https://t.co/hJJBdEoPvU
Invest in Industry, Control Weapon Costs, Not Choice
Mass Versus Exquisite Weaponry is a Partially False Dichotomy, I write for @RUSI_org on how we have agency in determing the relative unit price of weaponry by investing in our industrial base: https://t.co/zSsbav6DjE None of it is cheap without the...
AI Surge Fuels Chip Shortage, Raising Device Prices
The AI boom has tech giants buying memory chips like never before, creating a shortfall that will make phones, computers and cars more expensive https://t.co/dgw5wQhGxY
Apple Shifts to 3D‑printed Aluminum for Greener MacBooks
Dematerialization: "MacBook Neo’s Manufacturing Involves A New Process That Saves As Much Aluminum As Possible, Now Apple Is Moving To The Next Step; 3D Printing The Same Metal" https://t.co/7YvmvjZD5Q https://t.co/Ft8yo52n3x
Marriage Decline Drives Steep Fall in Young Homeownership
"A big reason for the 18-percentage-point drop in young adults’ homeownership rate is the massive 30-point fall in marriage." @swinshi @AEI https://t.co/iYsEfqmNkr
Disobey Court, Lose Salary: Automatic Deductions Enforced
Ignoring a court order to pay maintenance to your wife… and suddenly your salary gets cut automatically every month. A couple has been living separately since 2022 and has a 4-year-old daughter. The lower court ordered the husband to pay monthly maintenance, but...
Residents Deserve Better Property Management Fees Deal
Thanks to Private Eye for mentioning my scrutiny of FirstPort - we need a far better deal for residents paying property management fees. https://t.co/LBxwnMpSGu
Trump Family Launches Drone Firm Targeting Pentagon Contracts
There's the military-industrial complex. Now there's the military-Trump complex (drones and golf courses). Pure corruption. Trump Sons Back New Drone Company Targeting Pentagon Sales https://t.co/Rp4R5WL176
Oil Surpasses $100 Amid Middle East Conflict, Markets Unsettled
Capital Markets Remain Unsettled with Oil Above $100: The Middle East war continues to dominate the investment environment. The dollar is firm. Equities are lower. Yields are higher. The disruption of trade through the Strait of Hormuz is forcing oil…...
Refunding I
From this morning's WSJ Logistics email - 4.4 million man-hours required under the current system to refund each of 53 million entries by more than 330,000 importers for IEEPA tariff payments, according to U.S. Customs and Border Protection
Firm Buying Trump Tariff Refund Claims Sparks Humor
I just saw this ad for a firm purchasing trump tariff refund claims. 😂 https://t.co/by8DMKMKjF
Gulf's Power Tied to U.S. Defense, Not Independence
The Gulf countries are just as strong as the USA because it is the US that agreed to DEFEND them…. So, all of them combined just fall under the US…. Iran is already fighting their protector, so it can literally...
War-Fueled Tanker Boom Drives TEN’s Profit Surge
TEN expects profit windfall amid war-fuelled tanker boom ▶️Tankers on time charters with profit-sharing arrangements include seven suezmaxes and two VLCCs ▶️War risk insurance rates have jumped by as much as 500% in a week, according to leading owner ▶️New York-listed owner triples...
Chinese EVs Dominate Mexico, Indonesia; Lag in US
Where Chinese EVs Are Selling the Most Worldwide -Chinese-made BEVs account for nearly 90% of Mexico’s EV sales and over 60% in Indonesia. -They represent 26% of UK sales but remain below 1% in the U.S. #China #techwar #chips #tech @baoshaoshan @thecyrusjanssen @DOualaalou @lajohnstondr @PSTAsiatech https://t.co/jrAAoNFbNo
Iran's Tanker Strike Claim Disproved; Vessel Off Mozambique
"Iran Claims to Strike Tanker for Running Strait of Hormuz Blockade" Unfortunately, @Mar_Ex is following this trend of believing the IRGC. The tanker Prima is off the coast of Mozambique and no where near the Persian Gulf or Strait of...
U.S. Becomes Net Energy Exporter, Yet Oil‑Price Sensitive
One of my higher conviction views: the US is now a net energy exporter (LNG more than oil) but it is best understood as an oil importer that is uniquely sensitive to oil price swings. 1/
U.S. Arms Ukraine, Gains Profits, Influence, and Strategic Edge
And I’d like to remind everyone that not so long ago, by helping Ukraine with weapons, America was: - securing valuable contracts for its own defense industry and spending a large part of U.S.-Congress-allocated funds in America - gaining massive global advertising...
Brent Surge Drives Spike in VIX Correlation
BIG OIL MOVES = FUEL FOR HIGHER CORRELATIONS Front-month Brent up ~55% over the past month. VIX contingent on Brent front-month futures +/- 50% in 1M: Median: 33.9 Average: 44.4 Max: 76.5 Min: 27.6 Current: 32.2
Shadow Fleet Faces Shutdown Within Months, Europe Leads
The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time – months at most – before the entire fleet is shut down. Full...
German Gas Prices Surge to €60/MWh, Sixfold US Cost
Good Morning from Germany, where spot gas prices have surged to above €60 per megawatt hour. That makes natural gas roughly 6 times more expensive here than in the US. https://t.co/4kxjaKHMGh
Saudi Cuts Oil Output; Shipping Bottleneck, Not Supply
*SAUDI ARABIA STARTS OIL OUTPUT CUTS AS STORAGE FILLS UP We do not have a lack of supply of oil. We have a lack of supply of shipping
Middle East Turmoil Could Boost Non‑oil Metal Markets
Some thoughts on the metals and materials that can benefit from disruption in the Middle East that people may be forgetting while they focus on oil and gas... #lithium #rareearths #graphite #anode #antimony #tungsten #aluminium https://t.co/JJ1BwOvjEs https://t.co/4YTMyZtDdI
China Approves $4 Gas Price Hike Nationwide
China gives the all-clear for retail gas and diesel prices to rise in its regular price review. State media said it's likely to mean an additional ~RMB25 / US$4 to fill a tank https://t.co/x9kKlWXOn3
Low Rates Trap Sellers, Stalling Housing Turnover
Symptom of the low mortgage rate golden handcuffs narrative that’s keeping housing market turnover depressed
ASML's Lithography: The Hidden Backbone of Modern Tech
This diagram might be the most honest picture of the modern tech stack. Look closely. ↳ Unpaid open-source developers holding everything together ↳ AWS + Cloudflare doing most of the heavy lifting ↳ AI layered on top ↳ Microsoft… vibing aggressively somewhere in the middle It’s...
Clarify AI Voice Vs. Content to Avoid Telco Regulation
We need more clarity on where the boundary is between AI Voice & AI Content Otherwise new telco AI applications could face extra regulatory hurdles https://t.co/EwRpBhI4l6
Drug‑Safety Shock Hits Ipsen; Cut Exposure, Go Defensive
Macro: drug-safety shock; Key factor: SYMPHONY‑1 found secondary hematologic malignancies; Risk: regulatory re‑rating and pipeline impairment; Insight: trim Ipsen (IPN) exposure; favor defensive pharma 📉 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Record SPR Withdrawal Promises Massive Profits for Americans
"My SPR withdrawal is bigger than Biden's withdrawal. In fact, my SPR withdrawal is the biggest in history. We will make alot of money for the American people"😉
California Gas Prices Spike, Prompting Trump EO Talk
Californians: what prices are you seeing at the pump? Could be the right moment for @realDonaldTrump to issue $SOC EO. Getting oil through Hormuz past the Iranians easier than getting it to California past @CAgovernor et al.
1990
log real oil in 2026 dollars. persian gulf, early 1990s at ~$73, in 2026 dollars. underlying is PGCRARLT INDX DES https://t.co/ZaA76mNpOi
Fossil Fuel Prices Surge While Renewables Remain Unfazed
Another Monday morning, more energy market turbulence. After fossil fuel prices stabilised somewhat towards end of last week they are reaching new highs. Renewable electricity does not as the sun & the wind don’t care much for what happens in...
Qatar Delays LNG Expansion to 2027 After Drone Attack
Qatar is pushing back the start of its new LNG expansion project to 2027 🇶🇦⚠️ The move comes after the Ras Laffan facility was hit with an Iranian drone attack This threatens to further curb global gas supply and push back an...
Smartphone Ultrasound May Aid Spine Diagnosis, If Cost‑Effective
Smartphone-connected ultrasound devices could bring an interesting new layer to spinal diagnostics. A system like SpineUs combines a handheld ultrasound scanner with tracking software and AI-based reconstruction to create 3D visualizations of the spine’s surface in near real time. According to Verdure...
Multiple Payments for Card Bill Frustrates Users
well that's just rude.. having to make multiple payments to pay the monthly card bill is all a bit much - thanks BPAY.. not.. https://t.co/6MGklFKw4O
Fortescue Ramps up Electrification, Spending $1 B Yearly
Fortescue has officially hit the accelerator on its plan to purge diesel from its operations, reaching a massive one billion dollar annual spending rate on electrification. https://t.co/NNU6MWp1YM
Iran War and Oil Surge Amplify US Labor Market Risks
FYI, my latest article in the Financial Times discusses how the war in Iran and skyrocketing oil prices can compound the spillovers from an uncertain US labor market and financial strains in three market sectors. https://www.ft.com/content/418455bc-e177-46a4-8e25-44c837f49038 #economy #markets #oil #middleeastwar @financialtimes
Overnight Summary Highlights Hidden Stories Amid News Noise
Because of news flow intensity, the Daily Discord Linkfest is now being formatted as an overnight summary + linkfest. Why read our summary rather than everyone else's? Because our community tries to flag stories buried by the noise. https://t.co/fdU8j6eDP1
Iran Uses Partial Pipeline Bypass to Pressure Trump Economically
COLUMN: Iran’s strategy is by now clear: Impose an intolerable economic cost on President Trump. One of the last lines of defence is a couple of oil pipelines offerign a partial (**emphasis on partial**) bypass of the Strait of Hormuz. Link: https://t.co/tXkHzUOiYy...
Oil Volatility over 100 Exceeds Human Risk Capacity
OIL: volatility ramping > 100 is not risk that humans are built to calculate using Moving Monkeys https://t.co/92Lhy22q5j
Robotic System Turns Trucks Into Mobile Drone Bases
#Robotic Takeoff and Landing System to Transform Trucks into #Drone Mobile Bases via @ZappyZappy7 #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/3hMI2uOwFA
Veteran Mocks My Plan to LPG‑convert a Cruze
My veteran friend was laughing his ass off not long ago at my desire to install an LPG system on my 2014 Chevy Cruze.
GSK Secures $300M Upfront for Linerixibat Deal
#GSK to get $300m upfront and $100m upon US FDA approval plus $20m for EU approval and up to $270m sales based payments from Alfasigma who will acquire rights to Linerixibat, a bile acid transporter inhibitor, currently under development.
Advancing Risk‑Informed Contrail Management at IATA‑RAeS Workshop
Today (9 March) at RAeS HQ! IATA-RAeS Workshop 2026 - #Contrail Management: progressing towards risk-informed decision making #avgeek https://t.co/BA0SSx46QN https://t.co/JeA0wJdt9b
Ten Key Insurance Trends Shaping Priorities for 2024
What should be the top priorities in insurance this year? → https://t.co/7Y2CVAdenJ Capgemini's yearly report lists ten pivotal trends that it believes will significantly impact the industry in the near future. https://t.co/rBghzJRU14
IEA Stockpiles Insufficient Due to Low Release Rates
About any IEA oil stocks release: ✔️ Volume may not be an issue. At 1.2 billion barrels government stockpiles and 0.6 bil barrels commercial stockpiles, the volume is enough *in theory* to offset the loss of 20 mil b/d for 90...
Oil Prices Hit $100, Crisis Likely Deepens
"This may be a war but it's also perhaps the biggest energy supply/logistics crisis we've ever seen in modern history:" Mizuho's Jordan Rochester. "Oil is now on a $100pb handle and it might be there to stay," with greater likelihood...
Drone Warfare on the Brink of a Revolutionary Shift
Re-up! 'On the cusp of a revolution in warfare' are we on the brink of similar transformation from cavalry to tanks? #avgeek #AI #drones #Iran #Ukraine https://t.co/5ush5GHnlj https://t.co/GMD3LbIv0U
IEA Emergency Oil Releases Have Surged, 2022 Tops History
History of IEA collective oil emergecy stockpiles releases (and size; note the size was volume offered): 1991: First Gulf War (~75 million) 2005: Hurricanes Katrina and Rita (~60 million) 2011: Libya civil war (~60 million) 2022: Russia-Ukraine (~180 million in two tranches)
Gulf Bottlenecks Trap OPEC+ Capacity, Limiting Supply Boost
“Most OPEC+ spare capacity (about 4 mb/d) is trapped behind Gulf export bottlenecks, rendering near‑term policy interventions ineffective. Even Saudi Arabia’s pre‑conflict ramp‑up toward 10.9 mb/d does little to ease global supply unless export routes re‑open.” - SocGen