Hormuz Oil up, LNG Shipments Plummet to Fraction
Oil and gas flows through Hormuz are rising thanks to “dark” tanker traffic. But, at least for LNG, it’s a fraction of pre-war levels So far, nine LNG shipments have been exported from the Persian Gulf since late-Feb That compares to three per day before the conflict began
EU Probes Paramount's $24B Middle East Warner Deal
EU Kicks Off Probe of Paramount’s $24 Billion in Middle Eastern Funding for Warner Bros. Deal https://t.co/Gu19H74PvQ via @variety
CBS News Programs Rake in $362 Million Ad Sales
Five stalwart programs at CBS News – “60 Minutes,” “CBS Evening News,” “CBS Sunday Morning,” “CBS Mornings,” “48 Hours” and “Face The Nation — generated $362 million in ad sales in 2025, according to Guideline... https://t.co/lA9VoGwNMM

China's Factory Prices Surge Fastest in Four Years
China’s factory gate prices rose at their fastest rate in almost four years last month, official data showed, signaling the impact of higher energy prices from the Iran conflict. by @TomHale_ https://t.co/uaNNSWoVEY https://t.co/OEof6XTBwU
LinkedIn Launches Creator Marketplace to Tap Creator Influence
🚨NEW🚨 LinkedIn just launched a Creator Marketplace. 🤝🏾 This has been a long time coming. LinkedIn's creator ecosystem has more than doubled between 2021 and 2025, and brands have followed. 70% of marketers say buyers trust peer and expert voices over brand-produced content,...

Iran Conflict Extends, Forward Prices Stay High, Inventories Drop
When the conflict in Iran began in late February, it was widely expected to last only a few weeks. Four months later, we can see that the 12-month forward contract remains near the highs, while inventories are falling. With no...
NFL Rights Deal: League Holds Leverage, Teams Scramble
New pod: @RichLightShed on the looming NFL rights renegotiation bonanza: who wins, who blinks first, and why the league still has all the leverage. https://t.co/tTrjxcHZZN

NAB Urges Congress to Curb NFL Antitrust Exemption
D.C. Memo: @nabtweets Tells Congress to Limit @NFL Antitrust Exemption to Broadcast TV Distribution Deals; Added as a witness Tuesday, Democratic @FCC Commissioner @AGomezFCC says her agency is powerless to make meaningful updates to the Sports Broadcasting Act...
Amazon Expands LTL Freight to All Businesses
Amazon Supply Chain Services launches LTL Freight offering for all businesses https://t.co/8OBGVllx0L The offering expands beyond its current inbound-to-Amazon offering, to any type of destination, including 3rd party warehouses, distribution centers, & retail partners.
Microsoft Plans Radical Xbox Hardware Overhaul and New Business Model
Microsoft is working on some big Xbox hardware changes, and exploring "radically different" console business models. I break down Xbox exec's recent comments about "flexible" next-gen Xbox hardware, summer Game Pass changes, and more 👇 https://t.co/WnOnAs6l9f
Cable, Not Camera, Limits Broadcast Mobility
Most broadcast innovation conversations focus on the camera. But after seeing the T-Mobile Range Show at the PGA Championship with @TMobileBusiness, I think the bigger breakthrough is this: The cameras can already move. The real constraint was the cable. Here’s why that matters for...
Oil Tanker Traffic up 28% in April, Revenue Peaks
The number of oil tankers crossing the Suez Canal increased by almost a third in April and drove revenue to the highest since early 2024. https://t.co/SY2G75e5iy A total of 529 tankers transited in April, 28% more than the year before,...

First Human Trial of Cellular-Reprogramming Eye Therapy
World-first: therapy to make cells young again trialled in a person A participant in a landmark clinical trial has been given a cellular-reprogramming treatment that aims to rejuvenate damaged cells in the eye. By Heidi Ledford | @heidiledford @Nature https://t.co/OlrhvNuXVC https://t.co/MfHAQdX3fm

First Reverse‑aging Drug Administered to Human
The first-ever reverse-aging drug was just injected into a human Featuring @lifebiosciences @M_S_Ringel and @davidasinclair, with interviews by Daniel Oliver @rejuvenatebio, @mkaeberlein, @BKennedy_aging, and many more.👨⚕️ By @Hilarx @BusinessInsider🗞️ https://t.co/vdxr1geDzM https://t.co/sL2Ts1IjPA

Visa, Mastercard Settle Swipe‑Fee Lawsuit, Fees Slightly Cut
Visa and Mastercard just settled a 20-year lawsuit over swipe fees - bringing an end to "honor all cards." A Brooklyn judge gave preliminary approval to a $38 billion deal with ~12 million merchants, a case that started in 2005 over...

Major Holders Back Improved Bid, Board Has Little Choice
Wide spread on a bid from major holders. Buyer group already owns a large stake, with other key holders backing the deal. The offer was materially improved, not called final, and the weakened outlook leaves the board with limited room to reject. Full...

Vietnam Lets Coal Mines Exceed Limits to Secure Energy
Vietnam will allow coal mines to produce above regulated capacity in order to boost energy security 🇻🇳🪨 Miners will be able to lift output by as much as 15% above licensed capacity until the end of next year. The move comes as...

Canada’s New CC‑330 Husky Tanker Prepares for First Flight
🇨🇦 Airbus showed first pics of Canada’s new CC-330 Husky tanker. Husky 006 is in Spain getting ready for first flight. Replacing the old Polaris fleet.
Compact Six-Axis PiPER Arms Deliver Industrial Precision
PiPER #Robotic Arms: Compact Powerhouses with Six-Axis Precision and Industrial Versatility by @IntEngineering #Robots #EmergingTech #Technology #Innovation https://t.co/dazepxTVqq
High ROAS Doesn't Mean Healthy Margins
Your ROAS is 4x. Your margins are shrinking. Both things are true at the same time. And that's the problem.
CBS Turmoil: New 60 Minutes Boss Meets, Ellison Intervenes
Scoop: CBS TV boss George Cheeks met with new "60 Minutes" Executive Producer Nick Bilton for dinner on Monday—just as David Ellison personally intervenes to assuage concerns at the newsmagazine. Meanwhile, Bari Weiss is holed up in a bunker at...
Roadshow Oversubscription Doesn't Guarantee IPO Demand
FYI - 4x over-subscription today does not necessarily mean 4x demand on IPO day. You could have 4x over-subscription during the road show with less than 1x of that materializing on pricing day.

Batteries Redefine Grid Operations and Planning Blueprint
Big and small batteries “fundamentally changing” the grid, and its planning blueprint, says AEMO boss #energysky -- via Renew Economy: https://t.co/Lrm8KebY7r https://t.co/95VohCDmq2
Artemis III Commander Embraces Legacy, Carries Apollo Fire
"It is our distinct honor and privilege, and echoing the immortal words of Apollo 11's Michael Collins, to be 'carrying the fire' to the next Artemis mission." — Randy Bresnik (@AstroKomrade), #ArtemisIII commander

GM Pushes V2G and Sodium‑ion Batteries for Grid Storage
General Motors $GM is expanding efforts to capitalize on the expected growth of energy storage and data centers by promoting different battery cell chemistries GM detailed plans to increase its vehicle-to-grid capabilities — in which a vehicle can provide energy to...
Homebuyer Demand Plummets, yet Prices Stay Firm
Homebuyer demand is near historic lows. Today's sales activity is only slightly above the depths reached during the 2008 housing crash, despite unemployment being low and the economy avoiding a major recession. Existing home sales are running at roughly 4.17 million...

Coal Plant Boiler Explodes During Demolition
Another boiler demolished at shuttered coal power plant in spectacular explosion #energysky -- via Renew Economy: https://t.co/SBHY3rnEya https://t.co/Zcn1i1gANU

AI Creates Flawless MVMT Email Mockup From One Prompt
Claude Fable 5 made this with a single prompt and no edits. Here's the full prompt I used: Create a full-length, tall vertical ecommerce email mockup for MVMT, a modern watch and accessories brand for millennials. Design a highly realistic premium DTC email...
QCells Plant Doubles U.S. Solar Cell Capacity
New QCells plant doubles current US capacity to make solar cells #energysky -- via Canary Media: https://t.co/dRsucsKzEB

Battery Costs Plummet as U.S. Grids Accelerate Deployment
How fast are batteries being added to electricity grids and at what cost? Battery installations and their costs in U.S. states https://web.stanford.edu/group/efmh/jacobson/WWSBook/BatteryCost.pdf Grids with the lowest U.S. wholesale electricity price https://www.eia.gov/electricity/monthly/update/print-version.php Video https://www.youtube.com/shorts/OS4xRLcdI_g
Meridian Energy Secures Draft Approval for 545 GWh Hydro Storage
New Zealand’s Meridian Energy wins draft approval to access 545GWh of contingent hydro storage #energysky -- via Energy Storage News: https://t.co/nODH27bxMG
Ukraine's AI Drones Penetrate Russian Logistics Deep Behind Lines
Exclusive 👀: Inside Ukraine’s AI-Enabled Drone Campaign Targeting Russian Logistics Deep Behind The Lines An officer assigned to the "mid-range" drone campaign gives unprecedented insights into its strikes at the heart of Russian logistics. https://t.co/GMYX4Q5nh9

COP31 Appoints IEA to Drive Electrification and Waste Reduction
Pleased that at a special session in Bonn today, 🇹🇷 COP31 President @murat_kurum, alongside 🇦🇺 Minister Chris Bowen, officially commissioned @IEA, as the #COP31 Strategic Partner, to prepare Special Reports on accelerating electrification & on the benefits of producing less waste https://t.co/hs5BmF50y9
Chinese Smart Wheelchair Enables Hands-Free Gesture Control
Chinese Smart Wheelchair Uses Gesture Control for Hands-Free Mobility by @ViralRushX #EmergingTech #Technology #Innovation #Tech #FutureTech https://t.co/jxNySK3TPp

California Grid Hits 57% Renewable, Gas Drops 62%
California's grid is so stable, gas output has declined by 62% in 2026 vs. 2023. Wind has now provided almost the same output as gas (~14% of demand). 69 days straight and 135/159 (85%) with WWS>100% of demand for an 5.1 hours/day...
Gene-Edited Stem Cells Guard Healthy Blood From Immunotherapy
Researchers have tested a gene-edited stem cell transplant designed to shield healthy blood-forming cells from powerful cancer-targeting immunotherapies. https://t.co/OYA1xBAQSd
FDA Demands Extra Run, Threatens Grace Science’s Gene Therapy
Grace Science (co-founded by Carolyn Bertozzi) is running out of cash and says the FDA didn't let them use the "plausible mechanism" pathway bc, although they're developing an ultra-rare gene therapy, it's not an n-of-1 therapy. The FDA is also...
Airbus Pivots to Uncrewed Combat Drones Amid Fighter Setbacks
Ravenstorm At The Center Of Airbus’s New Combat Drone Portfolio As Europe’s flagship next-generation fighter effort unravels, Airbus is betting heavily on uncrewed collaborative combat aircraft. https://t.co/XqSYpohlLu

Riot Revives Canceled Sub‑gift Promo Despite Prior Backlash
The first test will be with Riot Games (2XKO, Valorant, LoL), where gifting 5 subs will grant at least 1 Bonus Sub. Riot and Twitch tried nearly this EXACT promotion earlier this year, as a zero-pay sponsorship. But canceled it due...
Merck, Gilead Deliver Mixed Results in Lung Cancer, HIV Trials
Merck, Gilead report mixed outcomes in key lung cancer, HIV studies https://t.co/V5i3QEQmN8 by @Lilah_Alvarado $GILD $MRK $AZN

Speak Your Audience’s Language, Not Your Own
Mike loved building cars on YouTube. He spent hours out in the garage filming rust repair, chrome bumpers, even full restorations. But for months, almost nobody watched. One video after another led to more and more disappointment. The car builds were...
New Glenn Slated for Artemis III, Launch Pad Remains Unclear
NASA's Jeremy Parsons: "We are confident New Glenn will be ready for Artemis III." Technically he did not say anything about the launch pad. 😉
Oil Traffic Through Strait of Hormuz Increases Significantly
U.S. Energy Secretary Chris Wright said oil traffic throughout the Strait of Hormuz has risen “very meaningfully.”

Zelda: Ocarina of Time Remake Set for 2026 Switch 2
The Legend of Zelda: Ocarina of Time remake announced for 2026 for Nintendo Switch 2. https://t.co/rNavytLiTA
First‑time Buyers Finance 93% of Home Purchases
The denominator factor does play here On these monthly reports, if mortgage demand picks up on low-level sales activity, the first-time homebuyer % does increase. Housing shifted mid-June 2025, so easy YoY comp First-time home buyers do finance 93% of their purchases
Record High First‑Time Buyer Reads, Yet Denominator Matters
That's one of the highest first-time home buyer % reads in the past few years, mind the denominator factor here 🫡

US PMI Recovery Set to Make Copper Top Performer
@Jefferies' analysis out this morning states that they expect the US to drive up all industrial commodities... with copper as the best performer. "Our analysis suggests the recovery in US PMI data should begin to feed through into copper demand in...

Twitch Tests Category-Wide Bonus Sub Promotions, Creators Opt-In
Twitch will soon test Category-Wide Promotions, which will allow advertisers to offer Bonus Subs across an entire category. In most cases, it will be Gift X Subs, Get Y Bonus Subs. Creators will be opted in by default, but can opt out.
U.S. Tariffs Block Chinese EVs, Losing Global Market
Why the U.S. is missing out on the global electric car boom Canada and the EU opened their doors to Chinese electric cars this year while the U.S. watched from behind a tariff wall. https://t.co/T0Y0CGzgLt
Accuracy Beats Scale in Digital Advertising Data
Everyone talks about scale. Far fewer people talk about accuracy. In the latest episode of the AdTechGod Pod, I sat down with Scott M. McKinley, Founder & CEO of Truthset joins me to discuss one of digital advertising's biggest challenges: the quality...