Strait of Hormuz Shutdown Sparks Worst Energy Crisis Since 1970s
Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s Who’s to blame for this?
Qatar Outage Wipes Out LNG Glut, Risks Deficit
LNG GLUT CANCELED FOR ANOTHER YEAR 🚢⚠️ Qatar's production halt is likely to remove most of a glut Morgan Stanley forecast for this year. The bank now sees a 2m ton overhang Any extension in the Qatar outage beyond one month “quickly...
Refiners' Barrel Scramble Fuels Price Spike, Not Speculation
A really important feature of this current market is that it’s physical participants’ (ie refiners) scramble for barrels—and not spec sentiment—that’s driving insane $ spike & explosion of backwardation We already saw this last week, when spec was net ~flat despite...
Rising Singapore Bunker Fuel Hits Exporters Harder than Importers
Singapore Bunker Fuel Prices 🚀 (From @ShipandBunker) Container ships on the main services to/from North America burn about 150-200 tonnes per day. Exports are going to be hit a lot harder than imports as fuel makes up a larger portion of their...
Oil Gains Shrink to Just 27% of Prior Level
One of the strangest headlines I've had to write: Oil pares gains (today) to just 27% now https://t.co/W2IOR839WN
New Slay the Spire 2 Release Derails My Productivity
Oh no, Slay the Spire 2 just came out, and I was being so productive.
Oil and S&P Futures Keep Falling, Sentiment Wanes
Oil and S&P 500 Futures Extend Tumble to Start the Week – Is Sentiment Giving Way? Wrote this week ahead article on an airplane with awful wifi... https://t.co/PoHGRgI2oL
Bangladesh Advances Holidays, Shuts Universities to Save Power
Bangladesh brings forward holidays and closes universities to conserve electricity and cut traffic (which also wastes fuel) https://t.co/aw1WmizmA4
Beware: 5 Red Flags of Fake Tax Advice
The top 5 warnings signs that tax content on social media is not credible: 1. No credentials, just vibes. If their bio says that they are a tax guru, wealth hacker, 7-figure strategist, or financial architect, but there are no...
Trump's Aggressive Foreign Policy Fuels Higher Oil Prices
Last month I wrote a column about whether Trump could take credit for low oil prices. Trump loves to talk about how much he wants/pushes for low prices, but I argued his aggressive foreign policy was a massive bullish driver of...
Holding Crude Inventory Lets You Profit $30 per Barrel
If you have crude inventory right now you’re selling every single barrel in your tanks (& buying back 6 mths down curve for $30/bbl less pocketing the diff) If you’re not, you’re in a really tough spot because you actually need...
PV‑assisted Heat Pump Hits 7.59 COP with Dual Condenser
PV-assisted heat pump prototype with dual condenser reaches 7.59 coefficient of performance #energysky -- via pv magazine global: https://t.co/7QFbbM8ef2
One Analyst’s Forecast Sets 2027 Taiwan Invasion Deadline
How One Man’s Prediction Fueled Fears of a 2027 Taiwan Invasion—A U.S. conclusion about China’s military plans quickly became a deadline for battle preparations @austinramzy @ByChunHan @joyuwang https://t.co/uKw3G9WeVV https://t.co/uKw3G9WeVV
Build-to-Rent Ban Threatens Catastrophic Harm to Housing Bill
If the build to rent ban isn't removed from ROAD to Housing, the bill could do catastrophic harm.
Stop Dismissing Miniaturized Non‑lethal Weapons as Impossible
If I could get a penny for every tweet from know-it-alls who in 2024 raged about "technical impossibility" and "it must be the size of a truck". Especially from those nitwits who claimed Moore's Law is inapplicable to miniaturization of...
Closing a Route Moving 20% of Global Supply Triggers Chaos
Shutting the transit route that carries one-fifth of world supply has a way of doing that.
Small Truckers May Idle Rigs Amid Fuel Price Volatility
If past oil surges are a guide, we could see small trucking operators park their rigs, waiting for fuel prices to stabilize.
Brent Prompt Timespread Hits Record $9+, Signaling Unprecedented Tightness
The Brent crude prompt timespread is currently over *$9/bbl*, a new all-time record. Timespreads measure the steepness of the crude futures curve, which at the front (prompt) reflects how tight—loose if neg—the spot market is. The oil market has literally never been...
Oil Futures Hit -$42; Meme Traders Could Amplify Chaos
Reminder, oil futures once traded at negative $42 a barrel. And if the meme stock traders get a hold of this thing who knows where it can go?
Oil Spikes to $110, Framework Holds—Briefly
This is actually looking like a great framework after oil hit $110 tonight… Aged pretty well for now. Can change in about ten minutes tho 😂
Considering a Cybertruck as the Nanny’s Kid‑shuttle
Has anyone bought a Cybertruck for their nanny to drive their kids around? We don’t let her drive our kids at the moment. But this seems like the ticket for sport, event, school pickup / drop off. Very close to pulling the...
Renewables, Not Nuclear, Are Displacing China's Coal Fastest
That impacts coal and gas demand but not oil demand. It's also wrong in terms of what's happening. I love nuclear as part of the solution. But look at the country building the most nuclear, China, and you see more...
Oil Surges Past $100, Inflation Data Gains Weight
Middle East tensions spike oil past $100 and shake inflation forecasts. This week's CPI and PCE data could pack extra punch as rate cut hopes fade. 🟢 Open https://t.co/dcFgI6Pdro
Add AI Breast Artery Calcification Scan to Mammograms
Mammography should include AI assessment of breast artery calcification, since it provides very useful information about cardiovascular risk https://t.co/yfTbTRrOuY https://t.co/h1C8ZnHepJ
Beijing's Choice: Strategic Counter or Patient Wait
The only question that matters in the next few weeks is whether Beijing concludes that the Iran escalation cutting off 40% of Chinese oil imports was deliberate and therefore demands a strategic response, or concludes that it was reckless and...
Brent Crude Jumps 25% Amid Middle East Conflict
*BRENT CRUDE OIL EXTENDS SURGE TO 25% ON MIDEAST WAR DISRUPTION In addition to rallying 25% today (Sunday night), May Brent Crude oil futures are up 56% since last Wednesday's low (March 4th). https://t.co/Afycm5leiS
Stronger Caller ID Protections Needed, Preserve Telecom Competition
Pasquale and Unified Office clearly believe the answer involves stronger protections for authenticated caller identity information and a regulatory framework that preserves competition across the telecom ecosystem. https://t.co/AVkFEfSTjn
Strait of Hormuz: Global Economy’s Vital Artery at Risk
If you want to understand global oil trade think of this as the world's circulatory system. Pinching the Strait of Hormuz is like closing a major artery. It will cause damage the longer it is closed and if not careful, you either...
US Oil Futures Surge 60%—Record Monthly Gain
US oil futures are now on track to rise +60% this month, marking their largest monthly gain in history. https://t.co/P4ciDNwr85
Oil Surges, Gold Slides as Dollar Rallies
Oil spiking to $107 while gold falls. The dollar is strengthening as global markets panic. Both moves happening at once. 🔒 Members-Only https://t.co/Og6roiaoNd
SpaceX Limits to 10 Raptor 3s for Risk‑reduction Test
🚨BOOSTER 19 RAPTOR 3 ENGINES SpaceX just lifted Booster 19 (first V3 Super Heavy) onto the new Pad 2. With only 10 Raptor 3 engines installed. Why only so few engines? Smart risk reduction: New booster design + debut Raptor 3 engines +...
GDC Highlights Epic‑Google Settlement Details via Court Filing
This is the week of the Game Developers Conference in San Francisco. Since lots of game makers are talking about the Epic v Google settlement, here is the (partially redacted) term sheet from the public court filing: https://t.co/dq43K1LZ1B
Water‑powered Cars Remain Promise, Not Reality
Where is that water-fueled commercially viable car we were promised? We could really use it.
Iranian Vessels Navigate Strait, Avoid Targeting Own Ships
In the Iran war, Iranian ships are moving thru the Strait. Not attacking their own ships. Hmmm
Four Loko Poised for $400M Sale Amid RTD Boom
Four Loko may be sold for $400M. Phusion Brands is exploring a sale of the Four Loko brand as the ready-to-drink category significantly outperforms beer, wine, and spirits by almost 15%. Four Loko launched in 2005 and took college campuses by storm...
Strait Closures Trigger Sulfur Shortages, Slowing Nickel and Copper Output
The longer the Straits are closed, the more we will see unexpected chokepoints emerge. Case in point: nickel refiners in Indonesia and copper miners in Africa might have to slow production for want of sulphur
Lawsuit Alleges Chobani's “Natural” Yogurt Hides Plastic Chemicals
Interesting lawsuit facing Chobani - which claims only "natural ingredients" but contains a ton of phthalates (plastics). I hope this sends a massive shock to the system and they stop using these contains with everything plastic that's absolutely killing us....
Horizon Quantum to Discuss IPO Journey on March 9
$DMYY $HQ Looking forward to joining the IPO Edge fireside chat this Monday, March 9 at 1:15pm ET, alongside Harry You and Greg Gould, our CFO, to discuss Horizon Quantum’s current journey to becoming a public company. https://t.co/F5hYGF2BTl
GMTI: The Overlooked Tech Star of Modern Warfare
GMTI and what is actually providing it (use your imagination) is the real technological star of this war nobody is talking about.
10 of 33 Raptor 3s Pass Initial Test
10 out of the 33 Raptor 3's in this first test. Let's see how she all goes with this shall we!? 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
MAS to Tighten Board Duties on Value Creation, Investor Engagement
"MAS is reviewing the corporate governance code to raise market-wide expectations for boards’ roles in value creation and investor engagement." https://t.co/wESP6K4SvU https://t.co/0IAtdbozwT
Self‑declared Oil and Geopolitics Expert Shares Crude Price
If anyone asks — I am now an oil and geopolitics expert. In other news, check out the price of crude https://t.co/FDyPB506SG
WTI Cracks $140, Near 2008 Record
After adding more than $40 a barrel in a little more than five trading sessions, the nominal record for West Texas Intermediate futures—$145.29, set on July 3, 2008—no longer seems out of reach @WSJmarkets https://t.co/rlxj1lnh5N
AI Won’t Replace Radiologists: Lessons for All Doctors
My latest Substack: Why predictions that radiologists will be replaced by AI (including, famously, by genAI founding father and Nobel laureate Geoffrey Hinton) have been wildly off base, and what that teaches us about job replacement for doctors. https://t.co/hz2gKz6Ewh https://t.co/waJUY22Qk1
Oil Price Spikes $40 in a Week; Panic Insufficient
People aren’t freaking out enough The situation is not under control Price of oil up 40 bucks in a week
Brent Hits $110 at Open, Analysts Ponder Oil's Next Move
Brent surged to a high of $110 at market open Monday. What next for oil? Speaking to Singapore's 938 Live Radio at 9.00 am SGT. https://t.co/xI65gMZvag
Don't Chase Brent Spike; Hormuz Closure Unlikely to Worsen
Brent is $106 and markets are in full panic mode. They were slow to price the de facto closure of the Strait of Hormuz, but at this point the Strait isn't going to get any more closed. If anything, it'll...
Taiwan Caps Weekly Oil Hikes, Likely Freezes Power Rates
Taiwan's government will set a weekly cap on oil price increases to help contain domestic inflation, local media reports 🇹🇼🛢️ Fuel prices to be adjusted overall by ~5% this week The likelihood of freezing electricity tariffs in April is high https://t.co/tTWfUV2wiI https://t.co/LgRs7ClOH7
Oil Surge Signals Potential 15% Dow Decline
🚨 Is the Dow about to drop 15%? 😱 Oil just surged 72% in 7 days, blowing past $100 a barrel That kind of spike doesn't happen without MAJOR consequences 👇 Follow @proptraderedge for updates
China's JL-4 SLBM and All‑Nuclear Submarines Unveiled
New Nukesletter: on recent revelations from ONI on the JL-4 (China's next-gen, longer-range SLBM) and on China's all-nuclear-propulsion future submarine force. https://t.co/XAQ6wN8iEI https://t.co/i9xca9q1K7