Industry Social Media and Updates

China’s Portfolio Diversification Beats Traditional Alliance Model
SocialMar 10, 2026

China’s Portfolio Diversification Beats Traditional Alliance Model

In my view, too many commentators lean into geopolitical terms like “ally” and “axis” and miss China’s broader strategic intent. China’s approach to the Middle East, Latin America, and other regions is more akin to the market strategy of “portfolio...

By Evan Feigenbaum
Modern Missiles to Ukraine Cripple Russia’s War Machine
SocialMar 10, 2026

Modern Missiles to Ukraine Cripple Russia’s War Machine

It turns out that if you help Ukraine with modern highly effective missiles - and stop trembling in fear of Putin and burying Ukraine under endless absurd restrictions - Russia starts losing key military factories and weapons one after another....

By Illia Ponomarenko
Aluminum at Hormuz: Supply Chains Won’t Restart Instantly
SocialMar 10, 2026

Aluminum at Hormuz: Supply Chains Won’t Restart Instantly

Add aluminum to the Hormuz choke point. Restarting supply chain trade flows and maritime will not be like turning on a light switch.

By Tom Craig
PowerBank Secures Funding, Clears Hurdles for 7 MW NY Solar
SocialMar 10, 2026

PowerBank Secures Funding, Clears Hurdles for 7 MW NY Solar

PowerBank secures funding, clears environmental hurdles for its 7 MW New York community solar project #energysky -- via pv magazine usa: https://t.co/cuWBlZKcKm

By Tor “SolarFred” Valenza
Melatonin Improves Multiple Cardiometabolic Risk Factors
SocialMar 10, 2026

Melatonin Improves Multiple Cardiometabolic Risk Factors

Comprehensive Effects of Melatonin Supplementation on Cardiometabolic Risk Factors: A Systematic Review and Dose–Response Meta-Analysis 🫀 Author conclusion: Melatonin supplementation “significantly ameliorated” multiple Cardiometabolic Risk Factors. https://t.co/SapRrA0RDa

By David Barzilai, MD PhD
Sun Belt Housing Crisis Threatens Young Families' Homes
SocialMar 10, 2026

Sun Belt Housing Crisis Threatens Young Families' Homes

This is going to wreck housing production in a lot of Sun Belt cities, and leave many young families without access to a single-family home.

By Nolan Gray
Future Drivers Face Tougher Tests as Cars Outpace Safety
SocialMar 10, 2026

Future Drivers Face Tougher Tests as Cars Outpace Safety

Not so crazy prediction: 25 years from now, humans will be monstrously less safe than autonomous cars. What will happen? Driving tests will become more rigorous.

By Peter H. Diamandis
Iran Weaponizes Hormuz, Blocks Oil; US Pushes Escort Reopening
SocialMar 10, 2026

Iran Weaponizes Hormuz, Blocks Oil; US Pushes Escort Reopening

WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...

By Vandana Hari
U.S. Boosts Solar Power with 43.2 GW Added in 2025
SocialMar 10, 2026

U.S. Boosts Solar Power with 43.2 GW Added in 2025

US adds 43.2GW of new solar PV capacity in 2025 #energysky -- via pv-tech: https://t.co/aZ7O8AfdNy

By Tor “SolarFred” Valenza
Trump May End Iran War, but Escalation Looms
SocialMar 10, 2026

Trump May End Iran War, but Escalation Looms

I expect Trump to stop the Iran War fairly soon. But it's another small step toward a larger conflict -- both diplomatically and technologically. https://t.co/dWvZ9Yento

By Noah Smith
Reliance Redirects KG‑D6 Gas to Secure Household LPG
SocialMar 10, 2026

Reliance Redirects KG‑D6 Gas to Secure Household LPG

#JustIN | At a time when global energy markets are experiencing volatility, ensuring uninterrupted access to essential fuels for Indian households remains a national priority: #RelianceInd says Natural gas produced from the KG-D6 Basin will be diverted to support supply to priority...

By Yogesh Mantri
G7 Leaders Convene Video Call on Gulf War Energy Crisis
SocialMar 10, 2026

G7 Leaders Convene Video Call on Gulf War Energy Crisis

G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...

By Javier Blas
David Ellison Shows Success Where Others Failed
SocialMar 10, 2026

David Ellison Shows Success Where Others Failed

David Ellison is out prove he can succeed where others have failed $PSKY $WBD The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/Bs2ZMjBSA8

By Rich Greenfield
First Operational Speeder Bike Turns Sci‑Fi Dream Real
SocialMar 10, 2026

First Operational Speeder Bike Turns Sci‑Fi Dream Real

From Fantasy to Reality: The First Operational Speeder Bike Is Here by @Volonaut #EmergingTech #Innovation #Technology https://t.co/kSjUD6H77P

By Ron van Loon
Serbian MiG‑29s Field Chinese CM‑400 Supersonic Missiles
SocialMar 10, 2026

Serbian MiG‑29s Field Chinese CM‑400 Supersonic Missiles

Serbian MiG-29 Fighter Appears Armed With Chinese Supersonic Standoff Missiles Previously only known to be in Pakistani service, the Chinese-made CM-400 air-to-ground missile has now appeared on Serbian MiG-29 jets. https://t.co/HFecMXiP2D

By Tyler Rogoway
Argentina Launches 700 MW National Battery Storage Tender
SocialMar 10, 2026

Argentina Launches 700 MW National Battery Storage Tender

Argentina tenders 700 MW of battery storage nationwide #energysky -- via pv magazine global: https://t.co/fPJqWq2Ss4

By Tor “SolarFred” Valenza
Blend Engineering and Human Factors for Successful AVs
SocialMar 10, 2026

Blend Engineering and Human Factors for Successful AVs

Quick day trip to Amsterdam🇳🇱 for @intertraffic. And had a fascinating panel discussion on "User Acceptance of Automated Vehicles (AVs)". It's time that we don't differentiate engineering & human factors when it comes to product design. They come together for...

By Siddartha Khastgir
E‑7A Wedgetail Excels at Spotting Iranian Drones
SocialMar 10, 2026

E‑7A Wedgetail Excels at Spotting Iranian Drones

Massive Leap In Ability To Spot Iranian Drones Headed To Persian Gulf The E-7A Wedgetail is arguably the best aircraft anywhere in the world for spotting low-flying Iranian drones and cruise missiles. https://t.co/p5D8s2NIsM

By Tyler Rogoway
UAE's Defense Spending Outpaces Iran's Offense Tenfold
SocialMar 10, 2026

UAE's Defense Spending Outpaces Iran's Offense Tenfold

“… Right now it looks like the Gulf - especially the UAE - is spending something like $28 in defense for every $1 Iran spends on offense […] that's not a long-term equation anyone wants to …”

By Javier Blas
All New Cars Will Be Autonomous Within a Decade
SocialMar 10, 2026

All New Cars Will Be Autonomous Within a Decade

"10 years from now, every single car sold will have autonomous capabilities" - @dkhos at @Abundance360 2026 summit.

By Peter H. Diamandis
Norway, Iceland Eye EU Membership Amid U.S. Shift
SocialMar 10, 2026

Norway, Iceland Eye EU Membership Amid U.S. Shift

As the U.S. becomes more transactional and predatory, Norway and Iceland are now considering EU membership to add a bit more security. #eu #geopolitics https://t.co/ziNWQ6FQIW

By Peter Zeihan
Ellison Declares Deal Turbulence Over, Hails HBO as Gold Standard
SocialMar 10, 2026

Ellison Declares Deal Turbulence Over, Hails HBO as Gold Standard

Paramount’s David Ellison Addresses Warner Bros. Execs at Town Hall: CEO Says ‘Turbulent’ Deal Process Is ‘Now Behind Us,’ Praises HBO as ‘Gold Standard’ in TV https://t.co/lNtW2mfuLg via @variety

By Todd Spangler
Buy DIS on Dips: Parks Expansion Drives Cash Flow
SocialMar 10, 2026

Buy DIS on Dips: Parks Expansion Drives Cash Flow

Macro: Disney reshuffles; Thomas Mazloum named Chair of Disney Experiences as D’Amaro becomes CEO. Risk: parks/cruise execution, capex. Trade: buy DIS on dips—parks expansion underpins cash flow. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

By Viktor Kopylov, PhD, CFA
Beazley Buys kWh Analytics to Boost Renewable Underwriting
SocialMar 10, 2026

Beazley Buys kWh Analytics to Boost Renewable Underwriting

Beazley acquires kWh Analytics to scale renewable energy underwriting #energysky -- via pv magazine usa: https://t.co/HU8MHQTedQ

By Tor “SolarFred” Valenza
Oil Prices Mirror Chaos Theory's Butterfly Effect
SocialMar 10, 2026

Oil Prices Mirror Chaos Theory's Butterfly Effect

My monthly takes a look at oil price scenarios Inspired by Jurassic Park and Jeff Goldblum’s explaination of chaos theory. This hit close to home. Made my mom cry - should have warned her about the ending. The Butterfly Effect...

By Diane Swonk
Navy Warns Danger, Trump Urges Risky Hormuz Passage
SocialMar 10, 2026

Navy Warns Danger, Trump Urges Risky Hormuz Passage

If the Navy says it’s too dangerous to escort ships through the Strait of Hormuz, but Trump says tankers should have the guts to sail through. This is some serious mixed messaging.

By Ellen Wald
Taiwan's Energy Future Needs
SocialMar 10, 2026

Taiwan's Energy Future Needs

There has been a lot of commentary over the past week on China's energy vulnerabilities but much less about Taiwan's. In 2020, I coauthored a @CarnegieEndow report on Taiwan's energy trilemma of security, affordability, and sustainability - with ideas for...

By Evan Feigenbaum
NYC Council Approves Massive Affordable‑Housing Tower
SocialMar 10, 2026

NYC Council Approves Massive Affordable‑Housing Tower

Big News: @nyccouncil today approved what will be one of the largest residential buildings in the nation. 395 Flatbush Ave Ext in Downtown Brooklyn will no long be an (ugly) low-rise. It will become a tower with 1,200 homes, 25% of...

By Mark D. Levine (NYC Comptroller)
Renaming Draft “_FINAL” To Pressure Opposing Counsel
SocialMar 10, 2026

Renaming Draft “_FINAL” To Pressure Opposing Counsel

Adding a “_FINAL(Execution Copy)” to the name of the initial draft to bully another lawyer into clearing the deal

By Matt (Employment Law)
NYT Highlights Housing Act, Yet Major Supply Incentives Stripped
SocialMar 10, 2026

NYT Highlights Housing Act, Yet Major Supply Incentives Stripped

The @nytimes dropping facts on The ROAD to Housing [Inflation] Act. Also, not enough attention going to big pro-supply provisions removed around supply incentives and zoning -- which leaves only a patchwork of incremental (though still good) pro-supply wins left in...

By Jay Parsons
Charging Delays Make EVs Impractical, Not Propaganda
SocialMar 10, 2026

Charging Delays Make EVs Impractical, Not Propaganda

There is no car in the known universe worth sitting in line waiting to charge my car then waiting while it actually charges Elon must really love this electric car propaganda

By Erick Weber
Put TSA Under FAA for Safer, Efficient Travel
SocialMar 10, 2026

Put TSA Under FAA for Safer, Efficient Travel

Here’s a move GOP and Democrats should support. Move TSA under the FAA and end this nonsense. FAA’s mission. “Our continuing mission is to provide the safest, most efficient aerospace system in the world.” https://t.co/owLsvwbRZv

By Isaac Sacolick
Downtown Brooklyn Office Converts to 1,200 Homes, 300 Affordable
SocialMar 10, 2026

Downtown Brooklyn Office Converts to 1,200 Homes, 300 Affordable

An underutilized office building in Downtown Brooklyn will become 1200 homes (300 permanently affordable), with a new subway entrance. More of this, please.

By Hayden Clarkin (The Transit Guy)
Melatonin Shields Mitochondria, Offering Neurodegenerative Therapy
SocialMar 10, 2026

Melatonin Shields Mitochondria, Offering Neurodegenerative Therapy

Melatonin as a Guardian of Mitochondria: Mechanisms and Therapeutic Potential in Neurodegenerative Diseases https://t.co/kp4LZEbZzN https://t.co/boWzW7fcjM

By David Barzilai, MD PhD
Uber's Platform, Not Car Makers, Will Win Robotaxi Race
SocialMar 10, 2026

Uber's Platform, Not Car Makers, Will Win Robotaxi Race

Everyone's arguing over who wins the autonomous vehicle race. Tesla? Waymo? Google? Wrong question. Uber is building the Marriott model for robotaxis. Their vision is financial giants & people own their fleets. Uber provides the operating platform. $1 trillion upside.

By Peter H. Diamandis
Craft vs Scale: Two Nerds, One Glass Industry
SocialMar 10, 2026

Craft vs Scale: Two Nerds, One Glass Industry

Boring to some people, interesting to others. For some, hand-crafting a piece of glass is interesting. For others, monitoring, optimizing, and fixing a machine that makes a million pieces of glass is interesting. Two different kinds of nerds.

By Noah Smith
Alex Grant Pushes US Magnesium Revival with MagraThea Metals
SocialMar 10, 2026

Alex Grant Pushes US Magnesium Revival with MagraThea Metals

Was great to talk Smack with DLE guru Alex Grant @biglithium And to hear how his @magratheametals aims to Make 🇺🇸 Magnesium Great Again. @StandardLithium @Equinor @exxonmobil @VulcanEnergyRes @Lilac_Solutions 👇👇

By Howard Klein
Copper Explorers Attract Capital; Short‑Term Profit Opportunity
SocialMar 10, 2026

Copper Explorers Attract Capital; Short‑Term Profit Opportunity

Macro: capital favors copper explorers. Key: Mogotes closed C$23M, CD Capital joined board, cash>debt. Risk: shares look overvalued; Kazakhstan deal may dilute. Take short‑term profits. 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov

By Viktor Kopylov, PhD, CFA
Military's $3.5 B Cable TV Spend Raises Questions
SocialMar 10, 2026

Military's $3.5 B Cable TV Spend Raises Questions

Can someone explain to me how the military could spend $3.5 billion on cable TV? Did they buy golden TVs?

By Bryan Hansel
China's Export Surge Leaves Workers Facing Wage Cuts
SocialMar 10, 2026

China's Export Surge Leaves Workers Facing Wage Cuts

Industrial policy FTW: "China's Tariff-Defying Export Boom Leaves Its Factory Workers Behind: Workers who powered a tariff-defying boom tell a grim story of falling wages and vanishing jobs." https://t.co/cIfJHANUgW https://t.co/ZIN1PXUzwE

By Scott Lincicome
Israeli Missile‑intercept Footage Now Banned From Media
SocialMar 10, 2026

Israeli Missile‑intercept Footage Now Banned From Media

"Images of Israeli air defenses intercepting incoming missiles had been a major part of the coverage at the start of the war, and was a feature in the coverage of the June 2025 war. However, this is now forbidden." -France24,...

By Luke Gromen
Uber Invites Tesla, Aims to Own Ride‑network
SocialMar 10, 2026

Uber Invites Tesla, Aims to Own Ride‑network

Uber has a fascinating response to Elon’s vertical approach to autonomy: “We’d welcome Tesla on the Uber platform.” Smart move. Tesla may own the cars, but Uber wants to OWN the network.

By Peter H. Diamandis
James Wan to Direct Paramount Remake of Korean Thriller
SocialMar 10, 2026

James Wan to Direct Paramount Remake of Korean Thriller

And guess who’s back at the director’s chair? #JamesWan has just signed with #Paramount to Co-produce & direct the remake of Korean 2019 action thriller hit #TheGangsterTheCopTheDevil, which starred #DonLee aka #MaDongseok, who will reprise his role in the American remake...

By Luiz Fernando
Extreme Crude Oil Price Swings Linked to Inflation
SocialMar 10, 2026

Extreme Crude Oil Price Swings Linked to Inflation

New free article: Tail Events in Crude Oil Plus Inflation-Adjusted Prices. Link in reply below. 👇 https://t.co/zZ0F6nhkje

By Mike Harris
Escorted Tanker, but Ownership Remains Unanswered
SocialMar 10, 2026

Escorted Tanker, but Ownership Remains Unanswered

im assuming we did escort a tanker but the follow up question "whose tanker?" didnt have a palatable answer

By Eric Wallerstein
UK Seeks Experts to Craft AI-Driven Energy Policy
SocialMar 10, 2026

UK Seeks Experts to Craft AI-Driven Energy Policy

UK government issues open call for experts to shape AI energy policy #energysky -- via pv magazine global: https://t.co/hQ1EUBbdg9

By Tor “SolarFred” Valenza
Journalist Refuses Dark Money, Cites Ethical Standards
SocialMar 10, 2026

Journalist Refuses Dark Money, Cites Ethical Standards

Debate what? There's nothing to debate. I've never accepted dark money. I can't as a journalist who writes for major outlets with strict journalistic ethics standards. I'm sorry this fact has sent you into a year long crash out 🤷🏻‍♀️

By Taylor Lorenz
Subprime Lending Thrives Only on Continuous Growth
SocialMar 10, 2026

Subprime Lending Thrives Only on Continuous Growth

Few business models depend on growth like subprime lending. In fact, I'd go so far as to say that without it, it can't exist.

By Peter Atwater
South Korean ESS Supplier Opens Indiana Factory
SocialMar 10, 2026

South Korean ESS Supplier Opens Indiana Factory

South Korean ESS component supplier will build US factory in Indiana #energysky -- via Solar Power World: https://t.co/IHTPPbh5vU

By Tor “SolarFred” Valenza