Asian LNG Buyers Turn to Coal Amid Shipment Cuts
"With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the Middle East, are already burning more coal and reducing consumption." https://t.co/U74LIL7DHC "the entire concept of L.N.G. being a reliable fuel is undermined," 😔 https://t.co/mYeNrKdiYC
Trump Threatens to Bomb Iran's Oil Infrastructure over Hormuz
Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait: CNBC
Toyota Nails EVs While Porsche, BMW Face Market Turmoil
Harry's Garage on the turmoil in the car market. Particularly interesting on future for Porsche and BMW, Toyota getting their EV strategies right: https://t.co/OmKO7x4day
Trump Threatens to Destroy Iran's Oil and Water Infrastructure
I suppose that today wasn't an oil jawboning day. Instead, US President Trump just threatened Tehran with blowing up not just all its power stations, but also its oil wells, Kharg Island, and "possibly" all desalination water plants (Note: the...
WTO Talks Collapse, Paving Way for Digital Service Tariffs
"WTO reform talks collapse over US-Brazil standoff" https://t.co/mWuUR2PKbn "The failure to extend the moratorium opened the door to countries to impose tariffs on digital services." https://t.co/uEGCJ2r00s
Renewable Intermittency Solved; Gas Supply Shocks Devastate Markets
Everyone keeps talking about intermittency. Let me show you two kinds. Wind and solar output varies hourly. It follows weather patterns that we can forecast days in advance. It has a well-understood distribution. We have storage, interconnection, demand response, and decades...
CSCL Vessels Exit Strait, Proceed to Gulf of Oman
The CSCL Indian Ocean and CSCL Arctic Ocean of @COSCOSHIPPING have exited the Strait through the Aya-TOLL-ah booth and are heading into the Gulf of Oman. They were turned around on 27 March but able to exit on 30 March. https://t.co/TzdI2Ra790
Italy May Postpone Coal Plant Shutdowns Until 2038
Italy mulls delaying the closure of all its coal-fired power stations until 2038 (~15 years later than previously expected) https://t.co/qK3WeCnJoP
CBS Axes
TV Talk: @cbs cancels its Pittsburgh-set medical mystery drama #Watson after 2 seasons + new @HBO @harrypotter trailer draws viewing record, via @TribLIVE https://t.co/HhvIThXGoZ https://t.co/IQi7VdmpWP
Unlock Grid Capacity by Boosting Utilization, Not Expansion
The most consequential debate in AI right might be about how we use the grid. Do we need to build it as fast as possible? Or just use it better? There’s a real split forming around this: utilization vs. expansion. A new report...
Our Responses Shape Crises, Not Just History Repeating
While history rhymes, what is different this time inevitably reflects what we did in response to the last crisis. Thank you @Spencerjakab for reminding the crowd that, no, oil futures didn't exist during the last gas crisis. They were a...
JD Vance's Fraud Task Force: Fighting or Fueling Fraud?
Can someone tell me if JD Vance's fraud task force is supposed to be fighting fraud or promoting it?
Food Waste Fuels Emissions and Insecurity—Choose Zero Waste
Today is #ZeroWasteDay Led by United Nations Environment Programme and UN-Habitat We are producing more than we can handle. We are wasting more than we can afford. This year’s focus is food waste. Nearly 1 billion tonnes wasted in 2022 ≈ 20% of all food Up to...
Government to Reassess 2030 ZEV Mandate, End Poor EVs
Government (I use the term loosely) to review the ZEV Mandate for 2030. Bye bye shitty EVs.
Cathay Pacific Limits Power Banks: Two Carry‑On, No In‑Flight Use
With immediate effect, the following applies to all Cathay Pacific flights: • Each customer may carry a maximum of two power banks, which must be packed in carry‑on baggage only. • Use of and recharging power banks onboard is not permitted at...
Bing Expands Ads Within Product Carousel Format
Bing tests more ads in its products carousel format https://t.co/vF3JldUz6i found by @SachuPatel53124 covered by @MordyOberstein https://t.co/Z9shE076of
Codleague Crowd Lights Up Birmingham DreamHack
A lil ad break moment with the incredible @codleague crowd in Birmingham #cdl #dreamhack #sweetcaroline
LNG Shortage Threatens Coal Decline, Nations Reopen Plants
The LNG supply crunch puts at risk forecasts that coal consumption will begin to fall this decade 🇩🇪 Germany is considering restarting mothballed coal-fired plants 🇯🇵 Japan will expand use of less efficient coal plants 🇰🇷 Korea may exit its own...
AI Pilots Fail because Organizations Can't Manage Change
83% of AI pilots never reach production. The cause isn't the technology. It's change management. Companies are spending billions on AI they can't absorb. The bottleneck isn't the model. It's the organization. https://t.co/QPQ5zoNlpb
U.S. Must Destabilize IRGC to Reshape Iran
If the U.S. wants to force a meaningful change in Iran's government, there's only one path forward. They have to destabilize the Islamic Revolutionary Guard Corps (IRGC). Full Newsletter: https://t.co/J94zmGzUuP #iranwar #geopolitics https://t.co/vsSQXimbCn
Mode 5 Services Drive Surge in Agricultural Exports
#tradeXpresso: new econometric evidence found that an increase in #Mode5Services increase agricultural exports: https://t.co/iXzkgkHHzs One day, multilateral trade rules could evolve to follow new business realities: https://t.co/oZ5tuJYjhk
Market Prices Known Risks, Misses Hidden Threats
Widely discussed risks are often priced in. The real threats tend to be overlooked. #RiskManagement #MarketInsight https://t.co/PWgmCJwWDp
Hiring Top Doctors to Ensure Quality Patient Care
As MYRESET prepares for launch in early April — my co founder and I have had the pleasure of speaking to so many competent doctors. We’re taking only the best for our team, both in skills and personality to ensure...
ElevenLabs Announces Music AI App to Rival Suno, Udio
ElevenLabs is set to launch is music generation app soon to take on Suno and Udio https://t.co/9PYYgMIKJ9
Ukrainian Private Firm Uses SkySentinel Turrets to Down Drones
A notable development. A private Ukrainian company is involved in air defense and is successfully employing SkySentinel automated turrets to shoot down Geran and other OWA drones. https://t.co/QUE2Dk24Vf https://t.co/NJs4Jdh6Nc
Jet Fuel Prices Double, Asian Markets Hit Hard
JET FUEL prices have more than doubled since the onset of the war between the United States, Israel and Iran. Jet fuel swaps in Singapore are trading at more than $200 per barrel up from just over $90 before the...
More Movies, Better Quality, yet Box Office Stalls
Hollywood is releasing more and better movies, but TD Cowen’s Doug Creutz says it’s not moving the needle. “The lack of growth in box office despite increased supply in both quantity and quality last year underlines our concerns about the...
Strait Closure Will Trigger Oil Price Spike, Curb Consumption
“The world still hasn’t grasped the severity of the situation…If the strait stays closed, the world will have to significantly reduce its oil and gas consumption – but not before prices spike to a level that forces consumers and businesses...
Airtel India Neglects Paying Black Members' Support
Someone made a website highlighting @airtelindia's inability to resolve matters, even for the so-called Black users I have a Black membership, I pay ~3,700 monthly, yet their customer support is rarely ever helpful. So this is really satisfying to see https://t.co/SEDJbLcoWL
Europe Faces Imminent Jet Fuel Shortage, Airlines Warned
Also - a serious jet fuel shortage is less than a week away across multiple different markets, including at some major European airport hubs - who are informing airlines to prepare for a potential ‘no-fuel available here’ scenario
Asia May Shift to Coal, Accelerate Renewables, Cut Gas
“If you’re sitting in Asia, going through this again, it’s possible you change your strategy long term — rely more on coal for longer, build out your renewables faster and reduce your exposure to natural gas.” https://www.bloomberg.com/news/articles/2026-03-29/iran-war-s-gas-supply-shock-pushes-top-consumers-back-to-coal
Governments Cut Energy Taxes, but Economics Suffer
Governments are now pulling the obvious lever that is right in front of them; cutting indirect taxes on energy as the oil price shock filters through strongly and immediately to consumer prices. The economics of this, meanwhile are suboptimal. 1/2
Driving a Semi: Japanese Students' Iconic American Experience
We used to host Japanese exchange students and would take them down to the truck terminal to drive a semi and stop at the Pilot. It was the highlight of their American experience. Nothing is more American than traditional trucking culture....
Missed the Biggest Monthly Energy Rally of the Era
You should have been Long of the biggest monthly move in Energy of the modern era https://t.co/4SzKlzwxb9
Gulf Conflict Triggers Hidden Telecom, Cloud Risks
What are the direct and indirect effects of the Gulf conflict on telecoms and cloud / AI? How does it relate to sovereignty concerns? For telcos, "less-obvious" categories of risks are helium supply, plastics & petrochemicals, GPS, drones. https://t.co/YqE9x9wr6v
United Airlines Aims to Fly Like Apple
We just saw United Airlines big plans for the future and, yes, it wants to fly like Apple https://www.techradar.com/tech/i-just-saw-united-airlines-big-plans-for-the-future-and-yes-it-wants-to-fly-like-apple
Ignoring Change Signals Sets Up Failure Before Starting
“Being blind to the need for change can sometimes mean that failure is already predetermined if and when an organization does subsequently embark on a change program.” 🔎 https://t.co/TR9SgSUXwm #changemanagement #organizationalchange #businesstransformation https://t.co/EkCslC2SAD
Iran Conflict Is a Geopolitical Quagmire with No Simple Fix
Man, geopolitically this Iran situation is a mess. - End things now? Iran realizes they can charge a "toll" for the strait. Congrats, you're funding the regime. - Ground troops? Messy. - Get Kurds, etc. involved? Risk the conflict getting more "diverse" including...
Strategic Win: Road Builder Expands Into High‑Growth Renewables
Significance: This is a "strategic win" for the company. While they are primarily known for roads and highways, this project marks their entry into high-growth renewable energy infrastructure, which typically commands better valuation multiples.
FORA's Stellar Year Suggests Bid Should Rise
$FORA just recorded outstanding end-of-year results. Revenue in Q4 was up 37% YoY. Full-year revenue grew 50%, with EBITDA increasing 70%. Management is clearly lowballing, and the bid should be increased. Discussions with the special committee are still ongoing.
JSW Group Backs Parallel Launches with MG Majestor 2026
While JSW Motors is an independent brand, the JSW Group also holds a majority stake in JSW MG Motor India, which is running a parallel track of launches (like the MG Majestor) in 2026.
Oil Spike Signals New Unpredictable Global Crisis
To me, the news cycle now resembles that of March 2020, where it feels like we're dealing with an unpredictable threat that will have immense global consequences. That's subjective, though the swing in oil prices provides a data point to back...
From Unknown to 7K: Grateful for Every Follower
The last 15 months has been a surreal experience. From a relatively unknown content creator here in Singapore to growing pass 7K followers is pretty wild. Content creation has been a journey. We don’t always get it right, but we will keep...
Flexible Generators Convert Motion Into Usable Energy
📰 🧪 James Tour Group in the News: Flexible generators turn movement into energy An article features the research of James Tour, the T.T. and W.F. Chao Chair […] https://t.co/p6fNfRrvpm
Stolen Kit Kats Reveal Widespread Cargo Crime
It’s going to take a load of stolen Kit Kats for people to realize how pervasive and common cargo crime is.
Government Funds Reject Sunway Bid, Deal Unlikely
EPF’s abstention was a signal. Formal rejection is a verdict. The investment committee has turned down Sunway’s RM3.15 offer. Says the offer does not reflect IJM’s intrinsic value. EPF holding 20.52%, PNB at 13.3% already rejecting, together with other government-linked funds owning...
Putin's Policies Cause Monthly Loss
Every month, a small city's worth of Russian men disappear forever, thanks to Vladimir Putin
Catch My Early CNBC Interview on Freight Outlook
I will be on CNBC at 5:15 AM ET today. Talking about the state of freight. Tune in!
Preventable Airspace Failure Claims 67 Lives in 2025 Crash
New video from the final seconds of that tragic crash over Washington has everyone talking again ✈️ CBS's 60 Minutes just dropped more footage of American Airlines Flight 5342 and the Army Black Hawk helicopter colliding over the Potomac River on...
Historic Oil Supply Shock Marks One Month, Crisis Looms
The biggest oil supply shock in history has reached the one-month mark And the energy industry is warning that the crisis is only beginning 👇⚠️ https://t.co/AZ661hxNtt https://t.co/HF3YvOdLZx