European Renewable PPAs Drop 6.4% as 2.2GW Signed
European renewable PPA prices fall 6.4% in February, deals signed for 2.2GW of capacity #energysky -- via pv-tech: https://t.co/joETM0Z3WU
From Attention to Intention: Building the Machine Payments Protocol
Every ad impression, every recommendation algorithm, every retargeting pixel — all of it monetizes the space where human intent is unclear. Agents collapse that space to zero. An agent arrives with a mandate. Get me X. Budget Y. Constraints Z. - No attention...
Iran Crisis Pushes Oil to $150, Hurting Voters
Oil is heading to $150 a barrel. And the people who will feel it hardest are the ones who voted for the man who caused it. I sat down to break down exactly what the Iran crisis means for oil markets,...
Trump Missed Iran’s Escalation Ladder, Warns Former Defense Official
Dana Stroul, former US deputy assistant secretary of defense for the Middle East: “It does not appear that President Trump and his inner circle fully grasped the escalation ladder and range of Iranian retaliation actions" An understatement if I've ever heard one....
Self‑cleaning Coating Lifts Solar Cell Efficiency 4.75%
Transparent superhydrophobic self-cleaning coating increases solar cell efficiency by 4.75% #energysky -- via pv magazine global: https://t.co/Vg3LeHCex1
European Aid to Ukraine Fuels Iran War Effort
~200 Ukrainian anti-drone experts now deployed to the Middle East isn’t happening in isolation—Kyiv’s ability to provide that expertise depends heavily on continued European support at home. In that sense, Europe supports the war in Iran. https://t.co/XxqEEUt8f4
New AI Car Features Arrive, One Is Unsettling
5 AI features coming to your next car https://t.co/1ZVURFU0PL via @FastCompany #5 is definitely creepy.
Gamers Are Fiercely Rejecting AI-Driven Game Trends
I don't think the industry gets just how viscerally the average gamer is rejecting the AI race https://t.co/wESXnzkamo https://t.co/NQvmfVuwXD
12‑Month Oil Futures Surge Past March Spike
Oil for delivery in 12 months is now way above its spike on March 9. Even if the futures curve were a market forecast of prices -- which as @Rory_Johnston will remind us, it is absolutely not -- that forward...
China Pitches Energy‑security Reunification to Taiwan Amid Iran War
China makes energy security 'reunification' offer to Taiwan amid Iran war Chen Binhua, TAO chief told reporters that "peaceful reunification" would bring better protection of Taiwan's energy and resource security with a "strong motherland" as its backing. https://t.co/gUJj7iMQpF
Zero Rates Spark Price Spikes, Then Rent Collapse
File under: Wish someone had told me When interest rates go to zero, the main reason to sell real estate is bc pricing goes crazy. But a secondary reason to sell is that interest rates at zero will catalyze a development boom,...
Shale Boom Turns US Oil Vulnerability Into Strength
As in decades past, high oil prices are causing fears of recession & pain at the pump. But the shale boom means the US now has the potential to turn a previous vulnerability to a source of strength. My latest with...
China’s Gulf‑Iran Balancing Act Strains Amid Escalating Strikes
Can China still maintain good relations with Gulf states and Iran as fighting escalates? Iranian strikes on neighbouring states in response to US and Israeli attacks highlight how difficult Beijing’s balancing act has become https://t.co/nw8sJ9lHjm
Practical Payment Innovations Target Real‑World Impact at MPE2026
Getting the afternoon underway at #MPE2026 in Berlin with a discussion about areas where practical innovation in payments might produce decent results. https://t.co/kb8dX1tuWo
China Leads with 5‑Minute EV Charging; U.S. Trails
China Has Five-Minute EV Charging. America Is Trying to Catch Up China’s BYD touts EVs that can ‘refuel’ as quickly as gas cars, but the U.S. is showing progress too https://t.co/c7k0V2zCCN
NATO's Inaction in Hormuz Empowers Putin, Tests Unity
Defending international shipping in the Strait of Hormuz is a coalition responsibility. That is not an offensive campaign. It is a defensive mission to protect freedom of navigation, global commerce, and the stability of a maritime chokepoint that carries roughly...
AI Power Surge Fuels Clean‑Energy Play on WAVE
Macro: AI power demand supports clean‑energy names. Key: Nvidia GTC feature, 404.7MW pipeline, healthy liquidity. Risk: unprofitable, volatile small‑cap. Trade: consider a speculative long on WAVE after verified project revenue; use a tight stop. — Viktor Kopylov, PhD, CFA More insights:...
PPI Shows No $80+ Oil Days in February
Producer Prices - How much oil data (days > $80) is in this PPI inflation data? PPI vs Brent Move -- Zero days above $80 in this Feb PPI print—WTI cruised the entire month between $61–$67 (avg ~$64.50, peak 67.31 on...
Tariffs Intended to Save Factories Are Actually Crushing Them
"Allen’s experience embodies a growing body of evidence that the tariffs that Trump said would help American factories are, in fact, squashing many of them" https://t.co/IknBPtkn62 https://t.co/mRRcMfRLIv
Control of Hormuz Determines Iran War’s Global Impact
Comparing what is now happening with what has happened in analogous historical situations and triangulating my thinking with smart, well-informed leaders and experts has always helped me make better decisions. I have found that most wars are filled with big...
United CEO: JetBlue Deal Decision Amid 50% Travel Drop
United CEO Scott Kirby Says Buying JetBlue Is Up To Them — As Government Travel Falls 50% - View from the Wing https://t.co/SCDu2KV8hV
Israel Hits Iran's South Pars, World's Largest Gas Field
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
Calling Lithium “Essential” Is Misguided Media Narrative
It's common for the media to refer to lithium as an essential mineral for batteries. This is Trumpian ignorance https://t.co/db4KuTm6Sk
BCOM Nears Key Resistance, Mirrors 2008 Surge
Peak Inklings: $120 Crude, $6 Copper, $5 Corn, $7 Natural Gas - Up almost 25% in 2026 to March 17, the Bloomberg Commodity Index Total Return (BCOM) is showing its diversification attributes. Will autocorrelation be avoided this time? In 2008,...
China’s Global Strategy: Coercion, Propaganda, and Iran Support
With China’s unmatched censorship at home, it’s worth asking how narratives like this move so freely abroad. China is a remarkable, ancient civilization. But it is governed by a Communist Party that advances its interests through economic coercion, information operations,...
US Strikes on Iran Risk 5% Global Oil Loss
Iran produces 4-5% of the world's total oil supply, making it the 3rd largest producer in OPEC. The best case for this conflict just took a leg lower. At best, this ends in the next 1-2 months and the Strait...
US Abundance Could Cap 2026 Corn at $5, Crude at $120
$5 Corn May Mark a 2026 Peak Alongside $120 Crude - The December corn future (Dec26) stretch to almost $4.99 a bushel around the onset of the Iran war on March 9 may have peak inklings akin to Dec22's $7.66...
Jio IPO Set to Become India's Largest Offering
India Biggest IPO JIO IPO is coming soon.. IPO DRHP most probably will file in March. So, be ready for India's biggest IPO. #ipo #ipoalert #jio
Maximize Marriott Bonvoy Free Nights: Earn, Redeem, Optimize
There are several ways to earn Marriott Bonvoy free night awards. How can they be redeemed, and what are the best uses? Here's a rundown... https://t.co/jD84eCM8CX
US Supply Surge Could Pull WTI Back to $53
What Stops WTI Crude From Reverting Toward $53? The December WTI crude oil future (Dec26), which becomes front-month just before the midterms, was at roughly $76 a barrel on March 17 and may revert toward $53. Before the closing of the...
Natural Gas Likely to Stabilize Around $3‑$5
Natural Gas $3 or $5 Near Year-End? Risks Appear to Lean Lower - The second consecutive colder-than-normal winter pushed the front US natural gas future to a high of $7.83 per MMBtus in January, and the price near $3 on...
Banks Must Anticipate Branching Trends to Thrive
The banks that succeed will be those that understand where branching is going and adapt early. Strategy informed by trends leads to better service and stronger institutions. https://t.co/jv4QFxFbyK
Targeting Upstream Energy Assets Signals Unchecked Escalation
Both sides are now targeting upstream (ie, production) oil and natural gas assets. Is this an attempt to escalate to de-escalate? Or is it simply a sign that escalation is spiralling out of control?
Key Strategies for Building Biotech: Science, Tech, Finance
It was a fun privilege to share a few thoughts on building biotechs with Nature Biotechnology for their 30th Anniversary issue - covering a broad range of topics including translating science into medicines, technology cycles, and financing biotech companies... https://t.co/LbnWMSJI9f
When Peptide Suppliers Stop Accepting Credit Cards
You know your peptide supplier is in trouble when they stop accepting credit card payments.
Media and Epstein Hire Firms to Rewrite Wikipedia Histories
In which The Times reveals that it hires a company to alter its own Wikipedia entry. 1/ Inside Jeffrey Epstein’s Push to Cleanse His Past Online https://t.co/TloRZagrQU https://t.co/eBZnCsL2sQ
AI Revolutionizes Bank Lending, Says AFT Analytics CEO
[New Episode] AI Is Finally Fixing the Way Banks Lend Money. Interview with Wije Wijegoonaratna, CEO of @aftanalytics. Watch the latest episode now: https://t.co/xKHOgVkcA9 https://t.co/MfWWCseBft
Excalipoint Secures $69M for Next‑Gen T‑Cell Engagers
Chinese biotech startup Excalipoint banks $69M for next-gen T cell engagers https://t.co/809RqRWJNL by @gwendolynawu #biotech #startups
U.S. Shouldn't Manipulate Oil Prices via Market Intervention
COLUMN: The US shouldn't try to influence energy prices by intervening in the financial market for oil. "... The oil futures and options market isn’t a casino where the US government can self-appoint itself as the house that always wins..." @Opinion...
NCTA CEO Demands Encrypted Wi‑Fi, Privacy Safeguards at WRC‑27
D.C. Memo: @NCTAitv CEO Has a Big Concern about WRC-27 in Shanghai — China Spying; Cable broadband leader wants WRC-27 delegates to have ‘reliable encrypted Wi-Fi connectivity’ and ‘appropriate privacy safeguards in meeting spaces and lodgings.’ https://t.co/U8Opk4syIc https://t.co/eYFMmRVpf3
US Waiver Redirects Russian Oil to India, Squeezes China
Macro: US waiver shifts Russian crude to India, squeezing China; grades flipped to Brent premium 🛢️ Drivers: waiver, Hormuz closure, voyage economics. Risks: geopolitics, supply swings. Trade: buy Indian refinery exposure. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
FT‑Targeted Biotech Stocks Deliver Short‑Term Alpha
Good read on Biopharma M&A by RBC , little mention to Betaville, Bloomberg, FT , oand ofc the standout $RVMD Our biopharma team is out with an M&A discussion piece - given the importance of M&A to the sector, it is...
Opus 3 Substack Vanished After Initial Announcement
@AnthropicAI what happened to Opus 3’s substack? There were never any posts after the big fanfare announcing it. https://t.co/by55bhhHnx
Iran Claims US‑Israeli Strikes Target South Pars Gas Field
Iran said US and Israeli airstrikes hit its giant South Pars natural gas field and associated infrastructure, according to state television. Petrochemical facilities in nearby Asaluyeh also came under attack, it added.
Faherty Launches First Overseas Store in Biarritz
Faherty, the premium American coastal lifestyle brand making waves in the U.S. fashion market, is launching its international expansion in Biarritz, France. Surfing-Inspired Faherty Rides A Wave To Open In Biarritz, France via @forbes https://t.co/RAy0CmcnN8
Mike Foss Reveals ESPN Studio’s Future Direction
New pod: Mike Foss (@foss) - the guy who oversees all of ESPN's studio shows - dishes on McAfee, Stephen A., SVP and where everything is headed. https://t.co/qYyCGcWxrY
Vote Coming Soon—No Referendum, Public Can Comment
Some FEW FACTS to note: 1. In about 60 days, Constitution Amendment (No. 3) Bill will be availed for a vote in Parliament. 2. No referendum will be held, & no referendum is required by law. 3. You have the chance to...
RAeS Hosts One-Day Conference 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/F8FXPupIrK
Energy Becomes National Security, Triggering State‑Driven Markets
🔴Thoughts on the Future of Energy Markets🔴 The most severe long-term consequence of escalating trade wars, tariffs, sanctions, disruptions involving Venezuela, Iran, the Strait of Hormuz, and even moves like the Greenland interest isn't just higher prices or short-term supply shocks....
Atlanta TSA Chaos Persists; DHS Fix Expected by Weekend
The TSA situation at the Atlanta airport seems really bad now, hope this DHS situation gets sorted out by the weekend.