Russia Shifts Gas to China, Threatens Europe Supply
September 2, 2025: Russia and China sign major new gas pipeline deal March 4, 2026: Putin says Russia may halt gas supplies to Europe https://t.co/kEjAnIqyrP
Theravance Biopharma Faces Second Layoff Wave After Phase III Flop
5March: Back in 2021, I wrote about a significant round of layoffs at Theravance Biopharma ( $TBPH). The company is cutting jobs again, and has begun a strategic review, after a Phase III failure. Details in my latest for @GENbio:...
Hollywood Execs Prioritize Cost Cuts over Creative Talent
After Hollywood turned on David Zaslav for being too much of a bean counter/financier, I’m sure The Town will appreciate David Ellison’s answer to being asked how many layoffs are coming w/ merging w/ WBD: “We absolutely need to rationalize the...
Pitch UX as Risk Reduction, Not Just Experience
I was talking with a designer at a large heritage organization recently. He's the only UX person on the team, and he's been struggling with something I see all the time: getting product owners and business analysts to see the...
Flatbed Slowdown, Van and Reefer Volumes Rebound
Slight change in direction. Flatbed volumes momentum slowing a tad bit, while van and reefer are starting to wake up again after pausing growth over past 10 days. https://t.co/bpYDZEvodV
FCC Seeks Industry Input on Global Space Policy Discrimination
Not just @defis_eu Space Act: @FCC wants industry input on discriminatory policies at @esa, Brazil, Canada, South Korea, Gulf Cooperation Council. @spacegovuk @BrendanCarrFCC #MWC26. https://t.co/WNE0RDXEPN https://t.co/l6A5Fqkgw1
Red Blood Cell–PD1 Conjugates Show Promise in Resistant Tumors
Erythrocyte–anti-PD1 conjugates in persons with advanced solid tumors resistant to anti-PD1/PDL1: preclinical characterization and results of a phase 1 trial https://t.co/1GQMlUHn4Y https://t.co/0it5nTvUm0
Outbound Tender Rejections Near Cycle High at 14.12%
Outbound tender rejection rates trying to make a new high. +32 bps overnight. At 14.12%, the cycle high was 14.16%. https://t.co/mdeQcfAsvu
Iran War Sends Global Ripples Through Container Shipping
The impact of the Iran war on container shipping is reaching well beyond the Persian Gulf, creating ripple effects upstream at ports around the world. 1/ 🧵
Record Low Sales Set Stage for Modest Rebound
Home Sales & Home Prices Keep Dropping In BC & Ontario: The Sales May Improve Even If Prices Keep Falling The February Home Sales Numbers continue to look awful just like January But here's the thing about horribly low numbers: eventually the...
80% of Fortune 500 Deploy Low‑Code AI Agents
Agentic AI Surges Into the Enterprise: Fortune 500 Lead the Charge “Microsoft has revealed a very significant figure: more than 80% of Fortune 500 companies have active AI agents built with low-code/no-code tools.” https://t.co/oDaL4iJN1G @Microsoft https://t.co/kq0HBnSaeO
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
New VR Publishers Thrive Despite Broader Gaming Challenges
Love seeing new VR publishers enter the market, especially given the difficulties in the gaming market, as a whole. https://t.co/V9X7wjy5g4
Historic PBY Catalina Joins Modern P‑8A Poseidon at Whidbey
PBY Catalina and a P-8A Poseidon assigned to the “Fighting Marlins” of Patrol Squadron (VP) 40 sit on the apron aboard Naval Air Station Whidbey Island, Wash., Aug. 22, 2025. On DVIDS today. #avgeek https://t.co/dy2utMvSdY https://t.co/WLf4sHZzs0
Bloom Energy Secures $500M IDF Contract, Expands U.S. Fuel‑
Bloom Energy $BE gets an additional $500M contract from IDF (Infrastructure Development Fund. Industrial Development Funding (IDF) is expanding its collaboration with Bloom and is now funding over $650 million of Bloom fuel-cell Energy Servers across three portfolios in...
Ethanol Profit Forecasts 2025 Disrupted by CKF Technology
1. My latest FDD is out today and it looks at ethanol production profits for 2025. This is usually a pretty straightforward exercise using a model I have long used. Not so in 2025 due to something...
Minnesota DOT Rejects Bold Boulevard, Transit Solution
Minnesota’s DOT has the ability to fill in a sunken highway through the Twin Cities with a large boulevard and transit, yet to them it’s a nonstarter. When does this country start thinking big?
Lithium Price Swings Are Noise, Not Strategy Guide
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case...
FCC to Allocate Spectrum for Emerging Space Activities
The FCC is outlining plans to provide spectrum for novel space activities, or what it calls "weird space stuff." https://t.co/blttdrzzp3
Elon Musk Announces BAAS Beta Test for X Money
Elon Musk confirms the BAAS setup for X money as beta testing has shyly started https://t.co/2l00gddeOG
Supply Chains Must Prioritize Flexibility Over AI Solutions
6 years of upstream supply chain disruption. From covid thru the global unpredictability of President Trump with trade wars and actual war. The continuing takeaway is the need for a new supply chain with flexibility and adaptability. It goes...
Goldman Banker Hides Employer; Barclays Banker Doesn’t.
The Goldman banker was smart enough not to let them print that he works there. The Barclays banker though... https://t.co/XQUyhDbCNS
First Container Ship Hit in Hormuz; Crew Evacuates
First container ship struck by an "unknown projectile" in the the Strait of Hormuz today. The Safeen Prestige, a 1700 TEU ship operated by Global Feeder Systems (owned by Abu Dhabi Port Group) The attack caused a fire and the crew...
Blue Scarab's Equinox: Homecoming Receives Rave Reviews
Congrats to our friends at Blue Scarab on the release of Equinox: Homecoming. And all "very positive" reviews, and no visible demons. https://t.co/8FjKntkw92
Exploring SpaceX IPO, Covid Legacy, iPod's Music Revolution
✍️ Longform links: a look at a potential SpaceX IPO, the long-term health impacts of Covid, and how the iPod changed our relationship with music. https://t.co/6bSrheJuzD image: https://t.co/vMSvzVUcJK https://t.co/8bTwTklNAR
MRAs Key to Trade Expansion, Diversification, Resilience
#tradeXpresso: how important are #MRAs for trade expansion, export diversification and supply chain resilience? If you missed it, catch up with the latest insights from an excellent panel of experts at the @wto #TBT thematic session 👇 https://t.co/NMNgTHfYkC
Singapore Petrochemical Firm Cites War, Declares Force Majeure
I said before that force majeure could be the result of the war. Here we go. Singapore petrochemical firm declares it. More to come. Add shipping contracts. And other areas.
Software Streamlines Manufacturing for Defense, Space, Energy, Automotive
Software that helps hardware companies in the defense, space, energy and automotive industries streamline their manufacturing processes. Nominal's @CameronLMcCord and FF's @traestephens join us on the show today.
Restricting Bank Foreclosure Threatens New‑Build Lending
I understand the principle of precluding large firms from buying existing homes. They do “compete” with young families and raise prices. But the ROAD to Housing needs to be **clearly** re-written. Preventing "investors" from owning homes they built not only affects...
Labubu Sues Bambu Lab Over User-Created
Labubu sues 3D printer maker Bambu Lab for items made by its users — MakerWorld design repository in hot water over IP theft by its users https://t.co/j5PlQ5wuG6 @stlDenise3D
South Korea's LNG Reserves Hover at Critical Nine‑day Minimum
South Korea. Supply of LNG at critical. Impact on people and manufacturing. The regional Middle East war is becoming a global supply chain risk.
CBS Morning Show Embraces Soft Segments After Years of Resistance
CBS' morning show has for years taken pride in its resistance to the softer side of AM news, like cooking segments and lifestyle reporting. But now the program is poised to reverse its stance.... https://t.co/b2KevEZz2g via @variety
FDA Veteran Decries Huntington Therapy Refusal as “Evil”
Amazing quote in this NYT story on the FDA from @By_CJewett. Janet Woodcock, a top drug regulator for decades, said reversals for a promising therapy send shock waves through the industry. “The Huntington’s refusal I thought was truly evil,” she told NYT....
CBS This Morning Shifts to Lifestyle, EP Shawna Thomas Departs
More shake-ups at 'CBS This Morning,' where EP Shawna Thomas will leave as the program gets set to pursue some of the lifestyle and soft-news content it previously avoided.... https://t.co/b2KevEZz2g via @variety
Merger Threats Undermine TNT Sports Strategy and Leadership
This week’s CNBC Sport newsletter is out: *Why TNT Sports’ strategy no longer makes sense if WBD & Paramount come together *Jeff Shell’s future up in the air *There will be no David Ellison/David Zaslav “men in blazers” photo on the...
State-Backed Hackers Ready for Undetectable OT Attacks
State-affiliated hackers set up for critical OT attacks that operators may not detect | CSO Online https://t.co/bvLvNOk8Fn
Gold Prices Still Unmoved Despite Gulf Turmoil
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
Sergey Brin Joins Tech Elite with $51M Miami Purchase
Another boldface #tech name decamps to #SoFla. #Google cofounder #SergeyBrin pays $51M for waterfront home of #LVMH boss #MichaelBurke on #AlisonIsland, joining the #Zuckerbergs+fellow Google creator #LarryPage. #realestate #mortgage #Miami #CoconutGrove https://t.co/3BfAXAnLCz
Delayed Coverage of $20 Million Loan Write‑down Emerges
Not sure why the write-down of a $20 million loan that was disclosed nearly two months ago is news but here we are https://t.co/lfuuXrqdYg
Revolut Seeks U.S. Banking Charter After Securing UK License
Revolut, which struggled but eventually obtained its U.K. bank charter, has applied for one in the U.S., the company announced this morning: https://t.co/rNHcC6IgWC
Call for a Balanced, Transparent FDA Approach
My friend @adamfeuerstein delivers some great reporting and smart commentary on the FDA's direction that $QURE conduct a new randomized trial for its Huntington's drug. A senior FDA official and the company disagree on the basic question of whether the...
US Shifts to Abundant PGMs, Yet JDAM Shortages Warn
The US air campaign is shifting from using scarce high-end weapons to precision guided munitions. PGM inventory is high, but there are still risks: the US ran dangerously low on JDAMs during ISIS strikes and had to pull from other...
Iran Conflict May Accelerate Solar and Battery Adoption
Past fossil-fuel price spikes left import-dependent countries with two options: pay up or cut fuel use. Now there is an alternative in solar and batteries. I looked at recent examples in Europe, Pakistan and Cuba to glean what might happen...
Pasqal‑Bleichroeder Deal Targets $2B Valuation by 2026
Pasqal / Bleichroeder Acquisition II deal overview Quantum computing company $2.0 billion enterprise value Closing H2 2026 PR: https://t.co/Y8kjd8LJdO IR deck: https://t.co/27uxUkWA9t Disclosure: Long $BBCQ shares + warrants in $ARB.to https://t.co/EfgkoWpFiI
IRobot’s Supply Chain Turns Into Last Resort
Now playing on @artofsupply > How iRobot’s Supply Chain Became Its Last Resort https://t.co/p5hFTiS2fr https://t.co/nVLSFLgEOt
China Hikes Military Budget, Seeks Tech Self‑reliance
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
Battery Tech Slashes Data Center Power Costs by 90%
Glad to see a recognition that batteries and grid enhancing technologies can integrate 100GW of new data centers at 90% less cost than business-as-usual. https://t.co/H1IIqfo7u3
Modern Nuclear Subs Can't Safely Rescue Survivors at Sea
PSA regarding the fact that the U.S. submarine that sank IRIS Dena did not pick up survivors: due to the configuration of modern nuclear submarines, it is generally going to be infeasible to pick up such survivors in open ocean...
Five Unexpected Companies That Could Acquire PayPal
Who Should Acquire PayPal? 5 Potential Acquirers Nobody’s Talking About PayPal is now considered to be a prime acquisition target. Who besides Stripe would be a good acquirer? Here are 5 potential candidates. Try to keep an open mind. https://t.co/rrD4BdDrG8