Industry Social Media and Updates

U.S. Not Ready to Escort Tankers Through Hormuz
SocialMar 12, 2026

U.S. Not Ready to Escort Tankers Through Hormuz

Energy Secretary Wright says U.S. ‘not ready’ to escort tankers through Strait of Hormuz yet. CNBC

By S. Joseph Burns
Eleven Nations Seek Ukraine's Aid Against Shahed Drones
SocialMar 12, 2026

Eleven Nations Seek Ukraine's Aid Against Shahed Drones

Interesting interview with Oleksandr Kamyshin. He says 11 countries in the Middle East, Europe, and U.S.A have requested official assistance for Shaheds recently. Also Ukraine offered last year.

By Dara Massicot
Oman's 0.7 Mb/D Oil Exports Risk Disruption
SocialMar 12, 2026

Oman's 0.7 Mb/D Oil Exports Risk Disruption

Another problem if Oman's ~0.7 Mb/d of oil exports are also interrupted even though outside Hormuz

By Robin Mills
FDA Cracks Down on Misleading GLP‑1 Telehealth Marketing
SocialMar 12, 2026

FDA Cracks Down on Misleading GLP‑1 Telehealth Marketing

The FDA is targeting telehealth marketing of GLP-1 drugs. Who’s prescribing them? Medical groups face ‘tricky’ questions when partners make misleading claims via @KatieMPalmer https://t.co/pf4Fwa7W7r

By Adam Feuerstein
FTAI's Narrative Shifts Toward Capital‑Light Model
SocialMar 12, 2026

FTAI's Narrative Shifts Toward Capital‑Light Model

The narrative on $FTAI is starting to change - Leading MRO franchise for CFM56 engines - Transforming into a capital-light, high-visibility model - Yet still valued like a cyclical lessor - Perception began to shift in Q4 - Time to take a closer look Pitch by...

By Dalius – Special Sits
Home Inventory Slumps to 1.29M, Far Below Historic Levels
SocialMar 12, 2026

Home Inventory Slumps to 1.29M, Far Below Historic Levels

After this week's existing home sales report. Let's do an inventory checkup, today we stand at 1,290,000. Historically, it's been between 2-2.5 million; it was 4,000,000 in 2007. @housingwire @sarahteresa6 #housing #realestate #economics #chartdaddy

By Logan Mohtashami
Oil Prices Now Reflect True Disruption Risk
SocialMar 12, 2026

Oil Prices Now Reflect True Disruption Risk

What happens with oil prices is all about whether risk premia are accurately priced. Initially, markets were massively complacent. Then there was all-out panic. Now, at between $90-100 per barrel, we're accurately pricing risk of a serious disruption... https://t.co/evJVri93wZ https://t.co/EZteEvaeo1

By Robin Brooks
NBCU Extends Theatrical Windows, Announces Super Mario Film
SocialMar 12, 2026

NBCU Extends Theatrical Windows, Announces Super Mario Film

Big news. The highest praise for NBCUniversal Chairman Donna Langley and her team Pete Levinsohn and Jim Orr. Giving us hits like The Super Mario Galaxy Movie (opening April 1). AND Universal is significantly lengthening the time that movies will...

By Adam Aron
True Supply Chain Strategy Unites Sourcing, Logistics, Technology
SocialMar 12, 2026

True Supply Chain Strategy Unites Sourcing, Logistics, Technology

Think you have a supply chain strategy? Many firms really have disconnected decisions across sourcing, logistics and technology. That’s not strategy. Here’s how to fix it: https://t.co/fUqesUBg4h #SupplyChainStrategy #Logistics https://t.co/AAJT7UeiiX

By Jim Tompkins
French Aviators Might Have Beat Lindbergh Across Atlantic
SocialMar 12, 2026

French Aviators Might Have Beat Lindbergh Across Atlantic

Two weeks before Lindbergh, two French aviators may have already crossed the Atlantic. In Part 2 of my Miles Ahead series, we follow eyewitness reports in Newfoundland that suggest the lost aircraft L’Oiseau Blanc may have reached North America. Listen now. #WhiteBird #AviationHistory...

By Miles O’Brien
Key Takeaways From RAeS Commercial Aviation Summit 2026
SocialMar 12, 2026

Key Takeaways From RAeS Commercial Aviation Summit 2026

New on the @AeroSociety YouTube channel -'Highlights from the RAeS Commercial Aviation Summit 2026' #avgeek https://t.co/KpdnfYbYlA

By Tim Robinson
Banking Apps Leaked Other Customers' Transaction Details
SocialMar 12, 2026

Banking Apps Leaked Other Customers' Transaction Details

Lloyds, Bank of Scotland and Halifax apps showed customers other users' transactions https://t.co/eOyyiGggxP Can an informed person explain what actually went wrong here? I am so curious https://t.co/RE7RR6W41z

By Dave Birch
Iran Leverages Hormuz Attacks to Force US Concessions
SocialMar 12, 2026

Iran Leverages Hormuz Attacks to Force US Concessions

The Strait of Hormuz remains essentially closed to ship traffic because of Iran's attacks. Every Iranian attack is a negotiation. Iran knows it has leverage and is trying to end this war on favorable terms. Only way out is for...

By Robin Brooks
PR Boosts Procurement Brand, Backed by Capability and Results
SocialMar 12, 2026

PR Boosts Procurement Brand, Backed by Capability and Results

“Effective PR is a key part of raising Procurement’s brand profile in today’s organizational landscape. > It must be backed up by solid functional capability and delivering the right results.” 🔎 https://t.co/voeARTOsF0 #procurement #purchasing #supplychain

By Sigi Osagie
Whiteboard Tactics Unlock Big NHS Negotiation Wins
SocialMar 12, 2026

Whiteboard Tactics Unlock Big NHS Negotiation Wins

The Whiteboard Windfall: A Lesson in NHS Negotiations by @Timothy_Hughes https://t.co/dOWFQNFRXU @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Marketing #SalesNegotiation https://t.co/sWTVEyWdht

By Tim Hughes
Iran's Strait of Hormuz Leverage Traps Trump in War
SocialMar 12, 2026

Iran's Strait of Hormuz Leverage Traps Trump in War

The thing with this war is that there's no easy off-ramp for Trump. Simply declaring "mission accomplished" won't cut it if Iran keeps attacking ships in the Strait of Hormuz. Iran has leverage Venezuela and others didn't have and it's...

By Robin Brooks
AI Redefines Cyberwar: From Iran to Code
SocialMar 12, 2026

AI Redefines Cyberwar: From Iran to Code

NEW ODD LOTS - CYBERWAR AND AI Legendary hacker @msuiche talks to me and @TheStalwart about cyber warfare in the age of AI. We talk: - Iran's capabilities - The intersection of kinetic & digital warfare - The impact of AI on coding, hacking, SaaS...

By Tracy Alloway
Protection Costs Near Historic Peaks, Raising Sustainability Concerns
SocialMar 12, 2026

Protection Costs Near Historic Peaks, Raising Sustainability Concerns

The cost of protection is near the most expensive levels in history. *Is it sustainable? / What happens next? https://t.co/c2ruCJC9SP

By MacroCharts
Chinese Flight Lull Fuels Taiwan's Uncertainty Amid Middle East Focus
SocialMar 12, 2026

Chinese Flight Lull Fuels Taiwan's Uncertainty Amid Middle East Focus

Mysterious Lull in Chinese Military Flights Leaves Taiwan Guessing—Pause stokes uncertainty about Beijing’s intentions as world focuses on Middle East @joyuwang https://t.co/f0x5nq3FHt https://t.co/f0x5nq3FHt

By Jonathan Cheng
Resident Suicides Top Death Cause; System Must Change
SocialMar 12, 2026

Resident Suicides Top Death Cause; System Must Change

Suicide is now the LEADING cause of death for US medical residents. We are losing 500 physicians a year. That is an entire med school class. Stop demanding "resilience" from doctors and start fixing the system. Tie executive bonuses to wellness, not...

By Kevin Pho, MD
Gulf of Aden Swarms with VLCCs, No Houthi Attacks Yet
SocialMar 12, 2026

Gulf of Aden Swarms with VLCCs, No Houthi Attacks Yet

There are so many VLCCs oil tankers in the Gulf of Aden right now that one could walk from Djibouti to Socrota island wihtout getting their feet wet. (... and no, contrary to some social media posts, the Houthis have...

By Javier Blas
Macron Pushes French Nuclear Expansion to Safeguard EU
SocialMar 12, 2026

Macron Pushes French Nuclear Expansion to Safeguard EU

Macron is proposing that France expand its nuclear deterrent to help shield the entire European Union. This comes at a time when Europe is losing confidence in the United States' security guarantees. Full Newsletter: https://t.co/brXS2oYT9J https://t.co/YPp7v8IkmX

By Peter Zeihan
Deterrence Doctrine Outdated in Drone‑dominated Warfare
SocialMar 12, 2026

Deterrence Doctrine Outdated in Drone‑dominated Warfare

It’s not impotence; it was a military strategy and doctrine grounded in deterrence. It worked well for decades, but is now a million targets that cannot be protected in an active war in the drone era.

By Joseph G. Allen
China Extends Ban, Halts BHP Iron Ore Purchases
SocialMar 12, 2026

China Extends Ban, Halts BHP Iron Ore Purchases

China is expanding its ban on steel mills buying BHP iron ore again, adding another product to the blacklist. They've been negotiating for BHP for ~6 months now and there's no end in sight. This is the second ban in...

By Lewis Jackson
Uber Launches Global Robotaxi Platform for Street Deployment
SocialMar 12, 2026

Uber Launches Global Robotaxi Platform for Street Deployment

Uber Technologies Launches Uber #Autonomous Solutions to Scale Global Robotaxi Services from Lab to Street by @IntEngineering #SelfDrivingCars #AutonomousVehicles #AI #ArtificialIntelligence #Automation #Automotive #Transport https://t.co/4uUQgbfSGz

By Ron van Loon
Ukrainian Drones Hit Russian Radars, Ammo Depots
SocialMar 12, 2026

Ukrainian Drones Hit Russian Radars, Ammo Depots

Videos from Ukraine’s Unmanned Systems Forces, SSO, and GUR’s Prymary unit of FP-2 and other UAS middle strikes on 64N6E, 48a6-K1 Podlet, Sopka-2, P-18 Terek, RSP-6 M2, and Kasta-2 radar; Geran ground relay; Tor-M2, S-300V, ammunition depots, and other targets....

By Rob Lee
Indonesia Poised to Lift Fuel Prices Amid Ongoing Conflict
SocialMar 12, 2026

Indonesia Poised to Lift Fuel Prices Amid Ongoing Conflict

If the conflict lasts, Indonesia will raise fuel prices, which is what it did by end 2022 as the subsidy rose by 30bn…

By Trinh Nguyen
Ukraine Achieves China-Free Drone Production Milestone
SocialMar 12, 2026

Ukraine Achieves China-Free Drone Production Milestone

NYT: Ukraine Reaches a Milestone: Making ‘China-Free’ Drones—The country has prioritized self-sufficiency in producing a crucial battlefield weapon, though weaning itself fully off cheaper Chinese components is difficult. https://t.co/1VEbDkSJyw

By Jonathan Cheng
Middle East VLCC Indexes Hold, Atlantic Rates Plunge
SocialMar 12, 2026

Middle East VLCC Indexes Hold, Atlantic Rates Plunge

Middle East VLCC indexes are still near peak but Atlantic rates are sinking ▶️Baltic Exchange’s Middle East Gulf indexes are down only 5%-7% vs wartime peak, while Atlantic basin indexes are down 35%-39% ▶️VLCC owner stocks reached multi-decade or all-time highs on...

By Sal Mercogliano
US Initiates Trade Probe Targeting EU, China, India
SocialMar 12, 2026

US Initiates Trade Probe Targeting EU, China, India

US launches probe into trading partners including the EU, China and India https://t.co/JsVy4bXFEc Announcement: https://t.co/UgsOQ97Tzp

By Cathy Morrow Roberson
Smart Hotels Blend General and Specialized Robots
SocialMar 12, 2026

Smart Hotels Blend General and Specialized Robots

Hospitality Reimagined: Smart Hotels Powered by Collaborative General-Purpose and Specialized #Robots via @ZappyZappy7 #EmergingTech #Technology #Innovation #Tech https://t.co/MQi0r9qqiE

By Ron van Loon
IEA Warns War Could Cause Unprecedented Oil Disruption
SocialMar 12, 2026

IEA Warns War Could Cause Unprecedented Oil Disruption

The IEA says the war in turning into the biggest oil disruption in world history https://t.co/UJZqGyrhUP

By Joe Weisenthal
PTC Lands ISRO Titanium Ingot Order, Expands VAR/PAM Capability
SocialMar 12, 2026

PTC Lands ISRO Titanium Ingot Order, Expands VAR/PAM Capability

PTC secures an aerospace-grade titanium ingot order for ISRO and scales VAR and PAM capability. https://www.metalnomist.com/2026/03/aerospace-grade-titanium-ingot-order.html

By The Metalnomist
Malaysia Airlines Extends Doha Suspension Through March 2026
SocialMar 12, 2026

Malaysia Airlines Extends Doha Suspension Through March 2026

Malaysia Airlines has extended the temporary suspension of its Doha flights until 20 March 2026 due to continued security developments in the region. The route was initially suspended from 28 Feb due to airspace closures. The airline said it is...

By Bilqis Bahari
UNSC Silence Explained: US Veto and Israel Influence
SocialMar 12, 2026

UNSC Silence Explained: US Veto and Israel Influence

Why hasn't the UNSC condemned the US and Israel attacks on Iran? Oh silly me. The US is a permanent UNSC member with a veto. And Israel pulls its strings.

By Frances Coppola
South Korea to Discipline Officials Over Delayed Crash Victim Recovery
SocialMar 12, 2026

South Korea to Discipline Officials Over Delayed Crash Victim Recovery

South Korea to discipline officials over delays in recovering remains of Jeju Air crash victims https://t.co/uHfd61KpA9

By Jamie Freed
10% Oil Spike Adds 0.
SocialMar 12, 2026

10% Oil Spike Adds 0.

“Our rules of thumb are that a sustained 10% increase in oil prices boosts headline and core PCE inflation by 0.2pp and 0.04pp, respectively, while lowering GDP growth by around 0.1pp. The growth impact from a temporary price increase that...

By Sam Ro
Alamos Gold: Undervalued Mid‑Tier Leveraged Pick
SocialMar 12, 2026

Alamos Gold: Undervalued Mid‑Tier Leveraged Pick

. @AlamosGoldInc $AGI top pick ~1M oz by 2030, low-cost North America ops, falling AISC, net cash funding growth, undervalued vs peers. Best mid-tier leverage to gold.

By Jeb Handwerger
Revolut Secures Full UK Banking License, Enables Loans
SocialMar 12, 2026

Revolut Secures Full UK Banking License, Enables Loans

Revolut at last launches as an authorised UK bank - UKTN After five years of intense scrutiny, Revolut has officially exited the mobilisation phase and received its full UK banking license today. This allows Revolut to offer FSCS-protected deposits (up...

By Efi Pylarinou
Smearing Judges Won’t Save Her Losing Cases
SocialMar 12, 2026

Smearing Judges Won’t Save Her Losing Cases

She is already smearing the judge… When she wins cases, it’s all good… but when she loses, she resorts to smearing judges…. Her arguments in the review are lame, she is guaranteed to lose AGAIN… and in addition to the...

By Kudzai Mutisi
Renewables Can Replace LNG Faster than EVs Replace Oil
SocialMar 12, 2026

Renewables Can Replace LNG Faster than EVs Replace Oil

What are the consequences for energy markets and the transition of a potential long disruption to the Strait of Hormuz? TLDR: It’s a *lot* easier to replace 20% of LNG (15% of natgas supply) with wind and solar than it...

By Michael Liebreich
UK Probes Student Loan Fairness, Asks Youth Input
SocialMar 12, 2026

UK Probes Student Loan Fairness, Asks Youth Input

How fair is our student loan repayment system? Today our @CommonsTreasury is launching an inquiry into this very topic - and we’d like to hear from young people in particular. Anyone over the age of 16 in the UK can...

By Yuan Yang
Uber, Nissan, Wayve Launch Scalable Robotaxis in Tokyo
SocialMar 12, 2026

Uber, Nissan, Wayve Launch Scalable Robotaxis in Tokyo

Big news from Tokyo 🇯🇵 @Uber and @NissanMotor and @wayve_ai have signed an agreement to deploy supervised robotaxis in Tokyo from late 2026, bringing the Nissan Leaf powered by the Wayve AI Driver to riders through Uber. This is what scalable autonomy...

By Alex Kendall
Developers Can Still Apply to Expand Sierra
SocialMar 12, 2026

Developers Can Still Apply to Expand Sierra

Private sector developers still have time to apply to the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative & expand #minigrids in Sierra Leone. This is your opportunity to bring #cleanenergy to rural communities across #SierraLeone. https://t.co/L7hHvfJL6X https://t.co/gUvk2zDlt0

By Damilola Ogunbiyi
UK Home Sales Slump as War Dampens Sentiment
SocialMar 12, 2026

UK Home Sales Slump as War Dampens Sentiment

UK home sales seen taking short-term hit as war damps sentiment https://t.co/DjFewPxjw1 via @irinaanghel12 https://t.co/o4W4hjPEp3

By Zöe Schneeweiss
Europe Repeats 2022 Energy Tactics Amid Fossil Dependence
SocialMar 12, 2026

Europe Repeats 2022 Energy Tactics Amid Fossil Dependence

Energy policy déjà vu in Europe. Oil reserve release. Gas price cap debate. State aid on the table. The toolkit looks like 2022 because fossil fuel dependence remains. Renewables and electrification reduce exposure. Crisis management does not. https://t.co/PhWMbn21b8

By Jan Rosenow
Know Credit Card Rate Caps: History Shapes Pros and Cons
SocialMar 12, 2026

Know Credit Card Rate Caps: History Shapes Pros and Cons

There are pros and cons to credit card interest rate caps, but either way it is important to understand the history of the industry. https://t.co/GGEbpz5jBU

By Dave Birch
WeChat Cracks Down on Feminist, LGBTQ, Mental Health Accounts
SocialMar 12, 2026

WeChat Cracks Down on Feminist, LGBTQ, Mental Health Accounts

“In what is becoming an annual event, a spate of bans on the eve of March 8 International Women’s Day has struck numerous WeChat public accounts focused on feminism, women’s rights, LGBTQ+ rights…and promoting mental health.” @CDT https://t.co/PUc2VIdUO1

By Jonathan Cheng
AI Rebuilds Trust by Linking Evidence, Not Surveillance
SocialMar 12, 2026

AI Rebuilds Trust by Linking Evidence, Not Surveillance

AI could become one of the most powerful tools in the fight against financial crime, not by expanding surveillance, but by rebuilding integrity into digital systems. If AI can create stronger evidence chains that connect documents, actions and transactions, it can...

By Spiros Margaris