Energy Security and Diversification Dominate Upcoming CERAWeek Agenda
World events have thrust energy security & diversification of supply to top of the global agenda. My talk about the issues that will be in sharp focus when global energy leaders gather for our @CERAWeek conference next week. @CNBC @PowerLunch https://t.co/5vZ1X1pRfN
NYT Validates Our Cuba Scoop After Two Weeks
The New York Times tonight has confirmed our #Cuba scoop from 2.5 weeks ago. https://t.co/BCGfevw3iB
Hundreds of Sailors Lost Berthing in USS Gerald Ford Fire
Can confirm reporting here that hundreds of sailors lost their berthing in the fire aboard the USS Gerald Ford, per two U.S. officials familiar with the issue.
War Historically Boosts Freight Demand, Not Economic Collapse
There are a large number of accounts here that have an issue with the war and want the economy to crash because of it. We have yet to find an American war that didn’t drive more freight demand. I don’t make the...
Strangers Secure Million-Dollar Deals; Friends Struggle with $5k
This is absolutely insane. It’s easier to book a million dollar truckload with someone you don’t know than it is to wire 5000 to someone you do.
Freight Data Signals Ongoing Industrial Rally Amid War Recovery
Industrial production up. The high frequency freight data suggests this rally will continue and it appears to be shaking off the Iran war and high fuel prices
WB Executives Poised for $1B Payouts Amid Merger
When I say that one day people will have a real look at #DavidZaslav’s role at WB’s fate… In the latest SEC filing submitted by WBD, it was unveiled that Zazzy expects to earn almost $900M in total compensation payouts for...
Xiaomi Vision GT Merges Supercar Speed with Artistic Design
Xiaomi Vision GT: A Futuristic Supercar Concept That Blends Speed with Art by @XueJia24682 #AutonomousVehicles #Automation #Automotive #Transport https://t.co/5ePl3w5tq5
Truck Driver Shortage Myth Used to Push Deregulation
There never was a truck driver shortage. This was a narrative told to Congress to lower the barriers to entry and to fund tax-paid driving schools. It’s always been a lie.
Truckers Will Keep Jobs without Long‑haul Driving
Good point, they aren’t going to be out of work, even if they don’t drive long haul
Doctors Discourage Early Mammograms yet Still Find Issues
i got an elective mammogram earlier this year (im 31). they found something concerning before we knew what it was: "thank god you came in early" after we (thankfully) found out it was benign, same doctor: "you really shouldn't be getting...
Iran Says Market Rumors Aim to Mislead Oil Traders
Iranian Foreign Minister: “Any claim to the contrary appears geared solely to mislead oil traders” 😅 There’s a whole battle of the jawbones happening on top of the acute physical market disruption.
Solar and Batteries Shield Against Fossil Fuel Price Shocks
"The widespread adoption of solar and batteries kind of serves as a hedge or a protection sort of against these price shocks that the fossil fuel markets are very vulnerable to globally," Nabiya Imran, Pakistani think tank Renewables First https://t.co/ELRMpiHyZb
Rising Fuel Costs Boost Big Carriers, Not Hurt Them
Wall Street investors have concluded that spiking oil prices will hurt truckers. It’s not that simple. In fact, the big carriers and brokers often make more money during periods of high fuel prices.
Drones Strike Majnoon Field, Iraq Faces Escalating Threat
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
Fake Comments May Have Thwarted SoCal Clean‑Heat Rules
Did fake comments sink SoCal clean heat rules? Advocates want answers. #energysky -- via Canary Media: https://t.co/OxeMDOg9j3
Considering Adding Insightful Data to Hormuz Crisis Dashboard
I am debating putting this into the BCA Hormuz Crisis dashboard... for the "it's all connected" crowd... Thoughts? https://t.co/d3bt7kTRvZ
Flatbed Surge Predates Iran Conflict, Tied to Rust‑belt Demand
The surge in flatbeds predated the Iran conflict. I spoke about this at length in early February. The locations of the surge match up to the rust belt, auto, and heavy machinery. No one is moving oil field equipment off of...
United Must Disclose No Wi‑Fi, Enforce Two‑seat Rule
@united as your frequent traveler it would be great if you’d say the plane is ancient with no working outlets & no WiFi when we book. As a business traveler, I need WiFi. Also, people who need 2 seats should...
AIS‑active Ships Signal Genuine Reopening Underway
The most important chart right now. Note that this only tracks ships with their AIS (Automated Identification System) turned on, think the GPS on your phone or in your car. More ships are going through, but they turn off their AIS. But once...
VCs Gone From Metrics to Geopolitics Overreach
VCs used to have opinions on startup metrics Then we became experts in epidemiology Then we mastered central bank interest rates policy discussions Today we will educate you in all things Straight of Hormuz, oil prices and middle eastern naval strategies...
Zaslav to Earn $887 Million From Warner‑Paramount Deal
David Zaslav to Receive $887 Million in Compensation Related to Warner Bros.-Paramount Merger https://t.co/2887qml6gI via @variety
Iran's Growing Grip Threatens Strait of Hormuz Traffic
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Immigrant CDL Holders Get 5‑Year Grace Before Citizenship Requirement
This article is misleading. Non-domiciled Immigrants that have current active licenses are given either a 5-year grace period or expiration date of their current CDL (which ever comes first). In that time, if an immigrant wants to continue truck driving,...
Lucid Unveils “Lunar” Robotaxi Concept
Lucid Motors shows off robotaxi concept called ‘Lunar’ by Sean O'Kane @TechCrunch Learn more: https://t.co/Ebg95EvEWR #EV #Automotive #Transport #Technology #Innovation https://t.co/6Y4goAcpB3
Oil Rises While Economy and Stocks Falter
Yet another piece of news that is bullish crude (and bearish economy and stock market)
Stone Cold: Pre‑Social Media Viral Marketing Masterclass
Apparently it’s 3:16 day. There are very few men in the history of mankind who could get 60,000 people jumping out of their seats, screaming at the top of their lungs, and millions around the world on the edge of...
Growlers Deploy Buggy New Jamming Pods in Iran Strikes
EA-18G Growler With Split Load Of New And Old Jamming Pods Seen Supporting Iran Strikes A Pentagon report says the new pods are still having significant teething issues even though they are being used in active conflicts. https://t.co/5jlBt3Hm2w
MacDill AFB Reopens Main Gate After Bomb Threat
Just in: MacDill Air Force Base, home of @CENTCOM, @USSOCOM, the 6th Air Refueling Wing and a host of other commands and mission partners, reopened its main gate after a bomb scare. https://t.co/0q5XkWReog
Victoria Can Ditch Household Gas and Lower Electricity Demand
How Australia’s most populous state can quit household gas, while also cutting electricity demand #energysky -- via Renew Economy: https://t.co/pSbH1xQsCu https://t.co/seOVh4e7R4
SEC Chairman Departs Suddenly After Six Months
The SEC’s top cop is abruptly out after half a year at the agency. https://t.co/Tj4ofrZOmY https://t.co/A9Re9crldH
Water‑spray Cooling Boosts Solar Panel Efficiency 28%
Water-spray cooling can improve PV module efficiency by 28% in arid environments #energysky -- via pv magazine global: https://t.co/KXGVO7eHU2
Iran May Withhold Capacity to Threaten Hormuz Energy
Either Iran is holding back capacity in order to threaten Hormuz and Gulf energy production... or... https://t.co/JSjToWxeDQ
LENSAR Ends Alcon Merger Amid FTC Opposition
Kudos sir - this was a good tweet LENSAR Announces Termination of Merger Agreement with Alcon Research "We understand that the Federal Trade Commission intends to seek to enjoin the acquisition" $LSNR $ALC
Iran Conflict Jeopardizes Chip Supply, Hikes TSMC Costs
Iran Conflict Threatens Global Chip Supply Chain, Risks Higher Costs for TSMC - Bloomberg https://t.co/nu9qEGPpB0
Australia’s Giant Battery Transforms Isolated Grid
Rise of the “big orange blob”: Australia’s biggest batteries change the game in its largest isolated grid #energysky -- via Renew Economy: https://t.co/WCggzlItu8 https://t.co/2eMjxUbYnX
Iran's South Pars Runs, Qatar's North Field Mostly Offline
This shows clearly that South Pars gas field on the Iranian side is operating pretty normally while nearly all the North Field on the Qatari side is shut down, just the domestic gas production probably still running
Feudal Media Shifts Cultural Power Away From Hollywood
The rise of #FeudalMedia means that Hollywood is no longer the universal arbiter of culture it once was. And why that's not worse, just different. https://t.co/oY1nnEeKLR
Kodiak Teams with NVIDIA to Power Truck‑Scale Driverless AI
The era of Physical AI requires us to solve the hardest problems in unpredictable conditions in real time. @KodiakRobotics is doubling down on its ability to do exactly that. We announced a collaboration with @nvidia today in which our next-generation driverless...
Solar's Contribution Is Negligible, Merely a Fuel Saver
Solar powers virtually nothing, let alone India. It is a fuel saver for reliable power sources that depends on reliable power sources.
Arevon Energy and American Clean Power Drive Renewable Growth
People on the move: Arevon Energy, American Clean Power, and more #energysky -- via pv magazine usa: https://t.co/5mQqcZcj4v https://t.co/bfdpSErnrt
US Shows Strike Footage, Hides 1,348 Iranian Civilian Deaths
The US has released new footage of strikes carried out on Iran. What the US fails to advertise is that at least 1,348 Iranian civilians have been KILLED since the war started. https://t.co/N7iPfNs9zd
Iran Likely Vetting Vessels Before Hormuz Exit
"Ship Tracking Suggests Iran May Be Verifying Ships Before Allowing Hormuz Exit" Ladies and Gentlemen, I give you the Ayatollah Khomeini Memorial Thruway. https://t.co/mT7tw2wjxp https://t.co/VaIa1Vv21k
Building Trust Crucial for London’s Self‑Driving Future
My first @Waymo robotaxi sighting in London through a London taxi's lens... I asked the Black-cab driver his thoughts & without hesitation he said, "I'm not sure they can handle London". While #selfdriving tech is getting mature, we need to do more...
Iran's Potential Straits Ban Targets Only US, Israel
It’s rumoured that Iran will let any other country’s ships through the Straits apart from the US or Israel. Now THAT would be a boss move
First-Class Etiquette: No Self‑Service
I’m In First Class. I Shouldn’t Be Pouring My Own Drink. Coach Doesn’t Have Room For The Can Either - View from the Wing https://t.co/nIm2bbwTkN
BCA Research Opens Gulf War Dashboard to Everyone
On a recent Geopolitical Cousins episode I mentioned that BCA Research has opened its Gulf War dashboard to all users, including non-clients. Below is the promised link. Let us know if you'd want us to include some other data here....
Diplomatic Visit to Xi Delayed by Gulf Troop Deployment
can’t travel to beijing to meet with xi if it’s right after troops arrive in the persian gulf for a ground incursion.
Outdated Credit Models Stifle Consumer Opportunity and Bank Growth
If credit decisions only look backward, how can we support forward progress? In this episode, I discuss why relying on outdated credit models limits opportunity for consumers and growth for banks. Watch the full episode now: https://t.co/m6PArSdD2z https://t.co/BKhnOAD5Lg
Brendan Carr Hailed for Broadband Expansion and 5G Leadership
Washington Reporter Editors: "@BrendanCarrFCC record at the @FCC has been outstanding. He has been one of the administration’s most effective regulators, repealing unnecessary regulations, getting broadband to millions more households, and helping America win the 5G race against China."...