Historic PBY Catalina Joins Modern P‑8A Poseidon at Whidbey
PBY Catalina and a P-8A Poseidon assigned to the “Fighting Marlins” of Patrol Squadron (VP) 40 sit on the apron aboard Naval Air Station Whidbey Island, Wash., Aug. 22, 2025. On DVIDS today. #avgeek https://t.co/dy2utMvSdY https://t.co/WLf4sHZzs0
Bloom Energy Secures $500M IDF Contract, Expands U.S. Fuel‑
Bloom Energy $BE gets an additional $500M contract from IDF (Infrastructure Development Fund. Industrial Development Funding (IDF) is expanding its collaboration with Bloom and is now funding over $650 million of Bloom fuel-cell Energy Servers across three portfolios in...
Ethanol Profit Forecasts 2025 Disrupted by CKF Technology
1. My latest FDD is out today and it looks at ethanol production profits for 2025. This is usually a pretty straightforward exercise using a model I have long used. Not so in 2025 due to something...
Minnesota DOT Rejects Bold Boulevard, Transit Solution
Minnesota’s DOT has the ability to fill in a sunken highway through the Twin Cities with a large boulevard and transit, yet to them it’s a nonstarter. When does this country start thinking big?
Lithium Price Swings Are Noise, Not Strategy Guide
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case...
FCC to Allocate Spectrum for Emerging Space Activities
The FCC is outlining plans to provide spectrum for novel space activities, or what it calls "weird space stuff." https://t.co/blttdrzzp3
Elon Musk Announces BAAS Beta Test for X Money
Elon Musk confirms the BAAS setup for X money as beta testing has shyly started https://t.co/2l00gddeOG
Supply Chains Must Prioritize Flexibility Over AI Solutions
6 years of upstream supply chain disruption. From covid thru the global unpredictability of President Trump with trade wars and actual war. The continuing takeaway is the need for a new supply chain with flexibility and adaptability. It goes...
Goldman Banker Hides Employer; Barclays Banker Doesn’t.
The Goldman banker was smart enough not to let them print that he works there. The Barclays banker though... https://t.co/XQUyhDbCNS
First Container Ship Hit in Hormuz; Crew Evacuates
First container ship struck by an "unknown projectile" in the the Strait of Hormuz today. The Safeen Prestige, a 1700 TEU ship operated by Global Feeder Systems (owned by Abu Dhabi Port Group) The attack caused a fire and the crew...
Blue Scarab's Equinox: Homecoming Receives Rave Reviews
Congrats to our friends at Blue Scarab on the release of Equinox: Homecoming. And all "very positive" reviews, and no visible demons. https://t.co/8FjKntkw92
Exploring SpaceX IPO, Covid Legacy, iPod's Music Revolution
✍️ Longform links: a look at a potential SpaceX IPO, the long-term health impacts of Covid, and how the iPod changed our relationship with music. https://t.co/6bSrheJuzD image: https://t.co/vMSvzVUcJK https://t.co/8bTwTklNAR
MRAs Key to Trade Expansion, Diversification, Resilience
#tradeXpresso: how important are #MRAs for trade expansion, export diversification and supply chain resilience? If you missed it, catch up with the latest insights from an excellent panel of experts at the @wto #TBT thematic session 👇 https://t.co/NMNgTHfYkC
Singapore Petrochemical Firm Cites War, Declares Force Majeure
I said before that force majeure could be the result of the war. Here we go. Singapore petrochemical firm declares it. More to come. Add shipping contracts. And other areas.
Software Streamlines Manufacturing for Defense, Space, Energy, Automotive
Software that helps hardware companies in the defense, space, energy and automotive industries streamline their manufacturing processes. Nominal's @CameronLMcCord and FF's @traestephens join us on the show today.
Restricting Bank Foreclosure Threatens New‑Build Lending
I understand the principle of precluding large firms from buying existing homes. They do “compete” with young families and raise prices. But the ROAD to Housing needs to be **clearly** re-written. Preventing "investors" from owning homes they built not only affects...
Labubu Sues Bambu Lab Over User-Created
Labubu sues 3D printer maker Bambu Lab for items made by its users — MakerWorld design repository in hot water over IP theft by its users https://t.co/j5PlQ5wuG6 @stlDenise3D
South Korea's LNG Reserves Hover at Critical Nine‑day Minimum
South Korea. Supply of LNG at critical. Impact on people and manufacturing. The regional Middle East war is becoming a global supply chain risk.
CBS Morning Show Embraces Soft Segments After Years of Resistance
CBS' morning show has for years taken pride in its resistance to the softer side of AM news, like cooking segments and lifestyle reporting. But now the program is poised to reverse its stance.... https://t.co/b2KevEZz2g via @variety
FDA Veteran Decries Huntington Therapy Refusal as “Evil”
Amazing quote in this NYT story on the FDA from @By_CJewett. Janet Woodcock, a top drug regulator for decades, said reversals for a promising therapy send shock waves through the industry. “The Huntington’s refusal I thought was truly evil,” she told NYT....
CBS This Morning Shifts to Lifestyle, EP Shawna Thomas Departs
More shake-ups at 'CBS This Morning,' where EP Shawna Thomas will leave as the program gets set to pursue some of the lifestyle and soft-news content it previously avoided.... https://t.co/b2KevEZz2g via @variety
Merger Threats Undermine TNT Sports Strategy and Leadership
This week’s CNBC Sport newsletter is out: *Why TNT Sports’ strategy no longer makes sense if WBD & Paramount come together *Jeff Shell’s future up in the air *There will be no David Ellison/David Zaslav “men in blazers” photo on the...
State-Backed Hackers Ready for Undetectable OT Attacks
State-affiliated hackers set up for critical OT attacks that operators may not detect | CSO Online https://t.co/bvLvNOk8Fn
Gold Prices Still Unmoved Despite Gulf Turmoil
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
Sergey Brin Joins Tech Elite with $51M Miami Purchase
Another boldface #tech name decamps to #SoFla. #Google cofounder #SergeyBrin pays $51M for waterfront home of #LVMH boss #MichaelBurke on #AlisonIsland, joining the #Zuckerbergs+fellow Google creator #LarryPage. #realestate #mortgage #Miami #CoconutGrove https://t.co/3BfAXAnLCz
Delayed Coverage of $20 Million Loan Write‑down Emerges
Not sure why the write-down of a $20 million loan that was disclosed nearly two months ago is news but here we are https://t.co/lfuuXrqdYg
Revolut Seeks U.S. Banking Charter After Securing UK License
Revolut, which struggled but eventually obtained its U.K. bank charter, has applied for one in the U.S., the company announced this morning: https://t.co/rNHcC6IgWC
Call for a Balanced, Transparent FDA Approach
My friend @adamfeuerstein delivers some great reporting and smart commentary on the FDA's direction that $QURE conduct a new randomized trial for its Huntington's drug. A senior FDA official and the company disagree on the basic question of whether the...
US Shifts to Abundant PGMs, Yet JDAM Shortages Warn
The US air campaign is shifting from using scarce high-end weapons to precision guided munitions. PGM inventory is high, but there are still risks: the US ran dangerously low on JDAMs during ISIS strikes and had to pull from other...
Iran Conflict May Accelerate Solar and Battery Adoption
Past fossil-fuel price spikes left import-dependent countries with two options: pay up or cut fuel use. Now there is an alternative in solar and batteries. I looked at recent examples in Europe, Pakistan and Cuba to glean what might happen...
Pasqal‑Bleichroeder Deal Targets $2B Valuation by 2026
Pasqal / Bleichroeder Acquisition II deal overview Quantum computing company $2.0 billion enterprise value Closing H2 2026 PR: https://t.co/Y8kjd8LJdO IR deck: https://t.co/27uxUkWA9t Disclosure: Long $BBCQ shares + warrants in $ARB.to https://t.co/EfgkoWpFiI
IRobot’s Supply Chain Turns Into Last Resort
Now playing on @artofsupply > How iRobot’s Supply Chain Became Its Last Resort https://t.co/p5hFTiS2fr https://t.co/nVLSFLgEOt
China Hikes Military Budget, Seeks Tech Self‑reliance
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
Battery Tech Slashes Data Center Power Costs by 90%
Glad to see a recognition that batteries and grid enhancing technologies can integrate 100GW of new data centers at 90% less cost than business-as-usual. https://t.co/H1IIqfo7u3
Modern Nuclear Subs Can't Safely Rescue Survivors at Sea
PSA regarding the fact that the U.S. submarine that sank IRIS Dena did not pick up survivors: due to the configuration of modern nuclear submarines, it is generally going to be infeasible to pick up such survivors in open ocean...
Five Unexpected Companies That Could Acquire PayPal
Who Should Acquire PayPal? 5 Potential Acquirers Nobody’s Talking About PayPal is now considered to be a prime acquisition target. Who besides Stripe would be a good acquirer? Here are 5 potential candidates. Try to keep an open mind. https://t.co/rrD4BdDrG8
Second‑Generation Restaurant Spaces Offer Ready‑Made Opportunity
Touring a second-generation restaurant in Dupont Circle today and I’ve been getting a lot of calls about it. 3,700 square feet across two floors on Connecticut Ave with the Dupont Metro two minutes away. Second-generation restaurants create real opportunity because the infrastructure...
Beyond Features: Redefine Value in an AI-Driven Market
Your products are no longer differentiators. Digital is expected. Rates are aligned. AI compares features instantly. Competing on what you offer is a losing game. We discuss a different path with Allison Netzer, founder and CEO of BrandThnk. Watch the...
CNN Team First US Network Inside Iran Since War
CNN Senior International Correspondent Frederik Pleitgensays and his team are in Iran—the first US network to cross into the country since the start of the war.
US Submarine Fires Torpedo at Iranian Warship in Indian Ocean
Our take: The Iranian warship IRIS Dena was in the Indian Ocean when the USS Charlotte, a Los Angeles-class US attack submarine, fired an MK-48 torpedo: https://t.co/TxvPCM9QEI
Midterm Elections Will Test Q1 Energy Price Surge
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
Iranian Drone Boat Hits Bahamas‑Flagged Oil Tanker in Iraq Waters
BASRA, Iraq, March 5 (Reuters) - An Iranian remote controlled boat laden with explosives was used on Thursday to target and damage the Bahamas flagged crude oil tanker Sonangol Namibe anchored in Iraqi waters, according to initial assessments from two...
FDA's Extremist Shifts Harm Rare Disease Stakeholders
In this week's Biotech Scorecard newsletter: The extremism of the FDA’s Peter Marks and Vinay Prasad has come with costs Two regulators, two extreme regulatory philosophies, one replacing the other. The rare disease community is suffering whiplash. Drugmakers ( $QURE...
Natural Gas Slides Toward $2 Trough After $5 Resistance
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
Knee Pain Signals Years of Inactivity, Not Surgery Need
The hardest conversation I have in my office isn't about surgery. It's about time. A 58-year-old sat across from me with knee pain. She’s otherwise healthy, but menopause has been rough on her. Her MRI shows some cartilage changes — age-appropriate,...
Supreme Court's Power to Reshape Supply Chains Challenges Its Relevance
When nine justices can redirect global supply chains overnight, it’s fair to ask whether the Court’s structure still fits the modern economy. #SupplyChain #GlobalTrade https://t.co/N2tgQ7sgEX https://t.co/kCnjdrx0CX
US Doesn't Control Strait of Hormuz, Claim Debunked
This is complete nonsense. Literally the only ships I've seen going through the Strait are Iranian and those indicating their crews are Chinese. And we don't "control" the SoH at all right now. Having Sea Control means that you get to...
Insist on Direct Client Contact to Avoid Scope Drift
I was chatting with someone this week who's stuck working through an intermediate. They've got a freelancer between them and the actual client, and decisions keep getting made without them in the room. I've been in this situation more times than...
Free Press Tension Strengthens Democracy Amid White House Critique
press tension fuels democracy. appreciate a free and plural press doing the work they’re doing. and Collins holding the line here in a completely reasonable manner despite the rhetoric thrown at her.
US Pressures Ukraine to Spare Russian Energy Assets
The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests. Full Newsletter: https://t.co/XGHjzTaHH8 #ukrainewar #militarystrike #geopolitics https://t.co/lB8qnpN0Kx