U.S. Gas Prices Hit Highest Since Summer 2024
The national average price of a gallon of regular unleaded gasoline has climbed to its highest level since the summer of 2024 @WSJmarkets https://t.co/6mDhre9ozD https://t.co/UVDG3Mq2Rd
Closed Hormuz Strait Shifts Oil Risk to Reopening
The Strait of Hormuz is closed. It's not going to get more closed than it already is. All the risk is now on the other side, i.e. when and to what extent it opens. You can bet Trump is very...
Fujairah Outage Forces Costly Global Ship Refueling
This is significant to shipping as Fujairiah is not just a loading port but a MAJOR bunkering port for ships. Without it, this will force refueling around the world where stocks are limited and more expensive.
Ukraine Deploys Drone Experts to Guard U.S. Bases in Jordan
Ukraine Sent Drone Experts to Protect U.S. Bases in Jordan, Zelensky Says - The New York Times https://t.co/Kyzi5X5UXK
MH370 Search Resumes, Still No Wreckage Found
The disappearance of a Malaysia Airlines Boeing 777 (MH370) remains one of aviation's greatest mysteries. While the search for wreckage was recently resumed, unfortunately it hasn't proven successful. https://t.co/IUstPXsBRz
NRF Abandons Sustainability, RL Team Laid Off
Sadly no Freight Reverse today. NRF's focus is shifting away from RL/sustainability. As a result, the RL folks, including me, were let go last week. But, I'll continue to share RL articles here for now. 🙂
Piers Morgan's Uncensored Names Rashida Jones CEO, Raises Funds
INBOX: Uncensored founded by Piers Morgan, appoints Rashida Jones as CEO, and secures capital raise to fund expansion.
TopTown SuperDNA Aims to End Aging by 2028
We will solve aging or will die trying. Check out the TopTown SuperDNA project. It is no longer a concept - projected launch in Q3 2028. Fully-integrated residential-biotechnology-clinical infrastructure is key to longitudinal AI-powered drug discovery. https://t.co/LK5XaTci29
Tesla’s AI Driving Redefines EV Superiority and Freedom
It's cool to own a Tesla again. Time to rip your 'I bought this Tesla before musk went crazy' sticker off and replace it with your "I bought this Tesla so we didn't have to go to war with Iran"...
Dyson's Rigorous Stress Tests Ensure Ultra‑durable Products
How Dyson’s Extreme Stress Testing Builds Products That Last by @lukas_m_ziegler #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/IvOdyAUq2Y
How Energy Crises Begin: Lessons From Iran
My debut in @TheFP - This Is How an Energy Crisis Starts - by Ellen R. Wald https://t.co/8Isvg3TkzQ @ACGlobalEnergy #oil #iran #oott
China Leads Global Nuclear Build, 37 Reactors Underway
Ranked: Countries Building the Most Nuclear Reactors China is also leading in fusion research and has the world's first production thorium reactor Key Takeaways -China accounts for 37 of the world’s reactors under construction—more than all other listed countries combined. -India and Russia rank...
Iran Conflict Could Halt Grain Surplus Recovery
Commodity Price Pumps and Iran vs. Russia's Ukraine Invasion - The US exports about 25% of its grain production, and prices have been declining on the back of the 2022 spikes, which incentivized more supply -- notably from Brazil. Russia's...
Hormuz Closure Threatens India's Energy Supply
A 33 km waterway which is 3000 km away from you can decide how much you must pay for petrol, cylinder etc. A 33 km waterway between Iran–Oman called the Strait of Hormuz. 20% of global crude oil passes through this route,...
Passenger Charges JetBlue Plane, Bites Flight Attendant
Man Rushes Front of JetBlue Plane Before Takeoff — Bites Flight Attendant as Crew Rushes Back to Gate - View from the Wing https://t.co/ZUJArKTDLi
Digital Ambition Needs Execution, Not Just Hype
Credit unions have digital ambition heading into 2026. But ambition alone won’t drive results. In this episode, Jesus Garcia of @OceanAir_CU explores the execution gap, branch expansion paradox, and where AI is real versus hype. Watch the full conversation sponsored by...
Cobalt‑Free LFP Replaces NMC in Energy Storage
The whole world is moving away from NMC chemistries towards LFP that doesn’t use Cobalt. Long Duration Energy Storage also doesn’t use Cobalt.
Proposed Bill Could Halt Rental Construction, Raise Rents
Are elected officials about to pass the "Rental Inflation bill?" The requirement to sell future Build-to-Rent homes to homeowners within 7 years will effectively stop the construction of rental homes, decreasing new supply and thus increasing rents. https://t.co/SEU7Kc03c3
Broadband Prices Near $30 Stipend, Making Plans Truly Affordable
D.C. Memo: Plunging Broadband Prices Nearly Competitive with the Affordable Connectivity Program’s $30 Monthly Stipend; Millions of U.S. households now have access to clearly affordable broadband plans that include price locks ranging from one year to forever. "If the...
RLMD's Strong Bladder Cancer Data Hits IBRX Valuation
The $RLMD bladder cancer data (phase 2) reported this morning look very good. Another competitive blow to $IBRX particularly at its bloated valuation. https://t.co/wYThfwIpG8
RAeS Hosts One-Day Event for Hawker Hunter 75th Anniversary
Heads up! Celebrate the 75th anniversary of the first flight of the Hawker Hunter this July with a special one day RAeS conference at @RAF_Cosford #avgeek https://t.co/hHJSpa5u8n https://t.co/PCM4pLXYOI
QURE-FDA Turbulence Highlights Market Volatility, MRNA Settlement Relief
9March: What a roller-coaster ride with $QURE and @US_FDA ! I sum up a wild week--plus $MRNA's could've-been-worse settlement with $ABUS & $ROIV (w/ insights from CEO Matt Gline) and updates from $DAWN and $TNGX in my latest StockWatch for...
Pre‑emptive Oil Purchases Could Offset Iran Bombing Price Spike
I don't think you have to Nostradamus to figure that bombing Iran might raise oil prices. And it seems pretty obvious that buying oil in advance of causing an oil price spike might just save Americans a lot of...
Oil Shock Risk‑off Still Incomplete, Metrics Lag
"Historical risk-off moves after an oil shock have generally required at least one of: Large and sustained oil price spike...Hawkish policy response...Broader macro damage:" Deutsche Bank. We're "closer than a week ago, but on several metrics we aren’t quite there...
Cut Industrial Robot Costs Tenfold with AI-Driven Components
The biggest opportunity in robotics right now is not humanoids, home robots, or any of that nonsense. It's achieving a 10x reduction in the total cost to install an industrial robot ($200k to $20k) using all of the progress in cost...
Automation Fears Ignore How It Democratizes Access
When automobiles first appeared, they were built by hand. Craftsmen assembled them the way carriage makers built horse-drawn wagons. Skilled mechanics fitted parts together piece by piece. It was slow, deliberate work, and if you owned a car in the...
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