Shadow Fleet Faces Shutdown Within Months, Europe Leads
The Belgian government has seized a tanker of the shadow fleet. With the United States, India, and now the Europeans intervening, it is only a matter of time – months at most – before the entire fleet is shut down. Full Newsletter: https://t.co/vh5TxQ5btM https://t.co/PVehEU2aEG
German Gas Prices Surge to €60/MWh, Sixfold US Cost
Good Morning from Germany, where spot gas prices have surged to above €60 per megawatt hour. That makes natural gas roughly 6 times more expensive here than in the US. https://t.co/4kxjaKHMGh
Saudi Cuts Oil Output; Shipping Bottleneck, Not Supply
*SAUDI ARABIA STARTS OIL OUTPUT CUTS AS STORAGE FILLS UP We do not have a lack of supply of oil. We have a lack of supply of shipping
Middle East Turmoil Could Boost Non‑oil Metal Markets
Some thoughts on the metals and materials that can benefit from disruption in the Middle East that people may be forgetting while they focus on oil and gas... #lithium #rareearths #graphite #anode #antimony #tungsten #aluminium https://t.co/JJ1BwOvjEs https://t.co/4YTMyZtDdI
China Approves $4 Gas Price Hike Nationwide
China gives the all-clear for retail gas and diesel prices to rise in its regular price review. State media said it's likely to mean an additional ~RMB25 / US$4 to fill a tank https://t.co/x9kKlWXOn3
Low Rates Trap Sellers, Stalling Housing Turnover
Symptom of the low mortgage rate golden handcuffs narrative that’s keeping housing market turnover depressed
ASML's Lithography: The Hidden Backbone of Modern Tech
This diagram might be the most honest picture of the modern tech stack. Look closely. ↳ Unpaid open-source developers holding everything together ↳ AWS + Cloudflare doing most of the heavy lifting ↳ AI layered on top ↳ Microsoft… vibing aggressively somewhere in the middle It’s...
Clarify AI Voice Vs. Content to Avoid Telco Regulation
We need more clarity on where the boundary is between AI Voice & AI Content Otherwise new telco AI applications could face extra regulatory hurdles https://t.co/EwRpBhI4l6
Drug‑Safety Shock Hits Ipsen; Cut Exposure, Go Defensive
Macro: drug-safety shock; Key factor: SYMPHONY‑1 found secondary hematologic malignancies; Risk: regulatory re‑rating and pipeline impairment; Insight: trim Ipsen (IPN) exposure; favor defensive pharma 📉 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Record SPR Withdrawal Promises Massive Profits for Americans
"My SPR withdrawal is bigger than Biden's withdrawal. In fact, my SPR withdrawal is the biggest in history. We will make alot of money for the American people"😉
California Gas Prices Spike, Prompting Trump EO Talk
Californians: what prices are you seeing at the pump? Could be the right moment for @realDonaldTrump to issue $SOC EO. Getting oil through Hormuz past the Iranians easier than getting it to California past @CAgovernor et al.
1990
log real oil in 2026 dollars. persian gulf, early 1990s at ~$73, in 2026 dollars. underlying is PGCRARLT INDX DES https://t.co/ZaA76mNpOi
Fossil Fuel Prices Surge While Renewables Remain Unfazed
Another Monday morning, more energy market turbulence. After fossil fuel prices stabilised somewhat towards end of last week they are reaching new highs. Renewable electricity does not as the sun & the wind don’t care much for what happens in...
Qatar Delays LNG Expansion to 2027 After Drone Attack
Qatar is pushing back the start of its new LNG expansion project to 2027 🇶🇦⚠️ The move comes after the Ras Laffan facility was hit with an Iranian drone attack This threatens to further curb global gas supply and push back an...
Smartphone Ultrasound May Aid Spine Diagnosis, If Cost‑Effective
Smartphone-connected ultrasound devices could bring an interesting new layer to spinal diagnostics. A system like SpineUs combines a handheld ultrasound scanner with tracking software and AI-based reconstruction to create 3D visualizations of the spine’s surface in near real time. According to Verdure...
Multiple Payments for Card Bill Frustrates Users
well that's just rude.. having to make multiple payments to pay the monthly card bill is all a bit much - thanks BPAY.. not.. https://t.co/6MGklFKw4O
Fortescue Ramps up Electrification, Spending $1 B Yearly
Fortescue has officially hit the accelerator on its plan to purge diesel from its operations, reaching a massive one billion dollar annual spending rate on electrification. https://t.co/NNU6MWp1YM
Iran War and Oil Surge Amplify US Labor Market Risks
FYI, my latest article in the Financial Times discusses how the war in Iran and skyrocketing oil prices can compound the spillovers from an uncertain US labor market and financial strains in three market sectors. https://www.ft.com/content/418455bc-e177-46a4-8e25-44c837f49038 #economy #markets #oil #middleeastwar @financialtimes
Overnight Summary Highlights Hidden Stories Amid News Noise
Because of news flow intensity, the Daily Discord Linkfest is now being formatted as an overnight summary + linkfest. Why read our summary rather than everyone else's? Because our community tries to flag stories buried by the noise. https://t.co/fdU8j6eDP1
Iran Uses Partial Pipeline Bypass to Pressure Trump Economically
COLUMN: Iran’s strategy is by now clear: Impose an intolerable economic cost on President Trump. One of the last lines of defence is a couple of oil pipelines offerign a partial (**emphasis on partial**) bypass of the Strait of Hormuz. Link: https://t.co/tXkHzUOiYy...
Oil Volatility over 100 Exceeds Human Risk Capacity
OIL: volatility ramping > 100 is not risk that humans are built to calculate using Moving Monkeys https://t.co/92Lhy22q5j
Robotic System Turns Trucks Into Mobile Drone Bases
#Robotic Takeoff and Landing System to Transform Trucks into #Drone Mobile Bases via @ZappyZappy7 #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/3hMI2uOwFA
Veteran Mocks My Plan to LPG‑convert a Cruze
My veteran friend was laughing his ass off not long ago at my desire to install an LPG system on my 2014 Chevy Cruze.
GSK Secures $300M Upfront for Linerixibat Deal
#GSK to get $300m upfront and $100m upon US FDA approval plus $20m for EU approval and up to $270m sales based payments from Alfasigma who will acquire rights to Linerixibat, a bile acid transporter inhibitor, currently under development.
Advancing Risk‑Informed Contrail Management at IATA‑RAeS Workshop
Today (9 March) at RAeS HQ! IATA-RAeS Workshop 2026 - #Contrail Management: progressing towards risk-informed decision making #avgeek https://t.co/BA0SSx46QN https://t.co/JeA0wJdt9b
Ten Key Insurance Trends Shaping Priorities for 2024
What should be the top priorities in insurance this year? → https://t.co/7Y2CVAdenJ Capgemini's yearly report lists ten pivotal trends that it believes will significantly impact the industry in the near future. https://t.co/rBghzJRU14
IEA Stockpiles Insufficient Due to Low Release Rates
About any IEA oil stocks release: ✔️ Volume may not be an issue. At 1.2 billion barrels government stockpiles and 0.6 bil barrels commercial stockpiles, the volume is enough *in theory* to offset the loss of 20 mil b/d for 90...
Oil Prices Hit $100, Crisis Likely Deepens
"This may be a war but it's also perhaps the biggest energy supply/logistics crisis we've ever seen in modern history:" Mizuho's Jordan Rochester. "Oil is now on a $100pb handle and it might be there to stay," with greater likelihood...
Drone Warfare on the Brink of a Revolutionary Shift
Re-up! 'On the cusp of a revolution in warfare' are we on the brink of similar transformation from cavalry to tanks? #avgeek #AI #drones #Iran #Ukraine https://t.co/5ush5GHnlj https://t.co/GMD3LbIv0U
IEA Emergency Oil Releases Have Surged, 2022 Tops History
History of IEA collective oil emergecy stockpiles releases (and size; note the size was volume offered): 1991: First Gulf War (~75 million) 2005: Hurricanes Katrina and Rita (~60 million) 2011: Libya civil war (~60 million) 2022: Russia-Ukraine (~180 million in two tranches)
Gulf Bottlenecks Trap OPEC+ Capacity, Limiting Supply Boost
“Most OPEC+ spare capacity (about 4 mb/d) is trapped behind Gulf export bottlenecks, rendering near‑term policy interventions ineffective. Even Saudi Arabia’s pre‑conflict ramp‑up toward 10.9 mb/d does little to ease global supply unless export routes re‑open.” - SocGen
Brent Holds $106‑108 as IEA Stock Decision Looms
Crude in a holding pattern -- likely short-lived -- with Brent at $106-108/bbl, awaiting IEA stock release decision.
Energy Prices Fuel Inflation; Efficiency and Renewables Needed
Rising energy prices are pushing up inflation, especially in economies dependent on imported fossil fuels. The durable solution is structural: improve efficiency, accelerate electrification and scale up renewables. Energy policy is economic policy. https://t.co/hmcAVJFLOT
Palantir: The $300B Surveillance Engine Powering Government and Finance
CIA can't operate without it. Pentagon can't function without it. And Wall Street can't trade without it. Yet most people have no idea about what Palantir does. How the Government let a $300 Billion surveillance company track you everywhere:
Iranian Envoy Urges US, Israel to Leave Hormuz
U.S., Israel Should Withdraw From Strait of Hormuz Area, Says Iranian Envoy—Iran’s ambassador to China denounced the U.S. and Israel as sources of insecurity in the Strait of Hormuz and called on the two governments to withdraw from the area. @ByChunHan...
Oil Supply Drop Equals ~4 Days, Not 20
Current oil supply is not zero. It is 20% less than before. So this would mean 20 days of consumption.
Electric Autonomous Grocery Vans Bring Shopping Home
#Autonomous Mobile Electric Grocery Store Delivers Right to Your Doorstep via @ZappyZappy7 #RetailTech #ML #EmergingTech #Innovation #Technology https://t.co/A2y3Z15Mrd
Trump Pushes Ukraine to Stop Hitting Russian Oil
Wait for it, now Trump and his dream team are going to twist Ukraine's arms to make it stop destroying Russian oil production and exports and also relieve sanctions to try and undo this global disaster.
China Champions Coal-to-Liquids, a Near‑exclusive Technology
China's National Energy Administration posted last night about the benefits of the coal to liquids industry, where coal is transformed into oil, gas and petrochemicals. It doesn't really exist anywhere at scale bar China and a big plant in South...
Politicians Weaponize Moral Panic to Push Social Media Bans
I’ve been reporting on these legal efforts for years. Absolutely no one “controls” these ppl, these laws are simply being rammed through by politicians hungry for power under the guise of a fake moral panic about social media similar to...
Petrol Spikes to $125 in First Minute
As soon as the market opened, petrol prices experienced a historic pump, reaching $125 within just one minute
Israel Targets IRGC, Not Civilian Sites, CNN Discusses
Israel did not attack civilian infrastructure. Iran and Hezbollah did. Israel retaliated by attacking IRGC infrastructure. Back on CNN with @ErinBurnett https://t.co/cppZTpI2Q1
Rising Heat Deepens Southeast Asia’s Energy Crunch
Hotter weather threatens to worsen Southeast Asia's energy crunch ⚠️🌡️ Above average temperatures forecast for March-May, said the ASEAN Specialised Meteorological Centre on Friday The region relies on gas from the Middle East to meet peak demand https://t.co/jIpi4vUCIU
Bangladesh Shuts Universities to Curb Energy Demand Amid Crisis
Demand destruction as we speak, starting with Bangladesh. Thailand and China curbed exports of diesel and gas. Vietnam will do so next.
Now's the Second Best Time to Buy an EV
The best time to buy an EV was before the oil crisis. The second best time to buy an EV...
Harari Warns AI Threatens Humanity’s Unique Edge
Thank you for reading my latest article When AI Becomes The New Immigrant: Yuval Noah Harari’s Wake Up Call At Davos 2026. Here at LinkedIn and at Forbes I regularly write about management and technology trends. To read my future...
Word Choice Reveals Bias: “Die” Vs “Killed”
What’s with this framing? Lebanese people “die” but Israelis are “killed” — what’s the deal with the selective word choice here?
Fossil Fuel Dependence Makes Nations Hostages, Renewables Free
Dear politicians everywhere: if your energy depends on fossil fuels, you aren’t a sovereign nation; you’re a hostage. N.B.: The sun doesn't send a bill and the wind doesn't charge for delivery. Forever. https://t.co/yXp8pnaOXC
G7 Ministers Call Emergency Meeting, Consider Oil Reserve Release
G7 finance ministers to hold emergency conference call at 12.30pm London time to discuss the impact of the US- -Iran war, Paris said in a statement. According to the Financial Times, several G7 nations favour a release of their Strategic Petroleum...
Israel Targets Iran’s Power, Not Its People
There is little evidence that the Israeli government cares about the Iranian people. They care about destroying and suppressing Iran's military and economy and ability to influence the region. Those are not the same thing.