Saudi Arabia’s Oil Demand Plummets as Gas Powers Electricity
CHART OF THE DAY: Among the world's top oil consumers, a curious trend. The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is displacing oil in electricity generation. 1/2 https://t.co/MzJRLq2NRW
Age‑Restricted Longevity Drugs: Accept Risks After 70
We should have a class of drugs you can only sell to people over 70 —super aggro longevity stuff, muscle regeneration, etc - tolerate more possible bad side effects given you don’t have much time left for effects to manifest...
South Africa's Record Real Rates Prompt Slow, Steady Cuts
South African rates are restrictive. The real policy rate is the highest it’s been in 20 years, and they expect growth. They are suffocating the economy with high real rates. However, we can expect more rate cuts throughout the year,...
GE Aerospace Unveils Sustainable Fan Tech and Fighter
At the GE Aerospace booth during the Singapore Airshow 2026, it was more than just engines on display. From the CFM RISE Program’s open fan concept pointing to the future of sustainable propulsion, to the F110 engine that powers fighter fleets...
NASA's $650M SLS Ground System Overdue After Artemis I
NASA had literally three years after Artemis I to work on, and improve the SLS rocket ground systems. The annual budget for SLS "Ground Support Equipment" is around $650 million. It's completely unacceptable.
US Infectious‑Disease Center Halts Pandemic Preparedness Efforts
But this is such treachery. Doesn’t our govt understand pandemic threats? New waves of zoonotic flu, SARS-3 coronavirus; arboviruses from climate change; bioweapons from our enemies: Russia, DPRK, Iran; return of measles, pertussis, soon polio. What’s going on? Exclusive: Key US...
NASA's SLS Test Fails, Delayed Update on Ground‑system Issue
Yikes. NASA couldn’t even complete a test of the SLS rocket’s ground system seal for liquid hydrogen because something else broke with the ground systems. And they wait until 8 pm ET Friday to send an update on something they...
Flu Kills 66 Kids; 90% Were Unvaccinated
1. Time for a #flu & #measles update. Six more kids have died from flu, bringing the year-to-date total to 66. Sadly there will be more deaths reported but hopefully this year doesn't approach last year's dreadful pediatric death toll. #CDC...
China and US Slowdown Drag Global EV Sales
Global EV sales hampered by China, US slowdown in January "Global EV registrations, a proxy for sales, fell by 3% year-on-year to almost 1.2 million units in January, according to the data, which includes battery-electric and plug-in hybrid cars. They were down...
Kena Bridge of Spirits 50% Off Until Feb 19
Kena Bridge of Spirits is now 50% off on steam until 18/19 Feb (timezones lol) Now is the PERFECT time to get it if you haven't played it already coming off the announcement of Kena Scars of Kosmora Or...be like me and...
Enbridge Rejects West Coast Bitumen Pipeline Over Jurisdiction Risks
Enbridge a no on appetite to build proposed bitumen pipeline to Canada’s west coast “I don’t think investors or the infrastructure companies should be taking on the risk of development in jurisdictions that have historically created a challenge” Still some N Gateway...
No Bullish Catalyst for Oil in 2026, Repeat Likely
🚦From a pure fundamentals perspective, there's simply no bullish driver in sight capable of pushing oil prices into the high $70s—or higher—in 2026. ⚽️Betting your capital on a major war with Iran or any similar geopolitical shock to spike prices isn't...
Evolving Energy Security Toolkit Amid Fragmented Order, EU‑US Distrust
Energy security is high on the @MunSecConf agenda. I’ve been discussing how the toolkit to deliver it must evolve—amid a fragmenting global order, the need to accelerate the clean transition, and a far deeper level of European distrust toward the...
USAF Considers Mini‑Missiles to Defend Tankers
Mini Missiles Used To Shoot Down Incoming Missiles Eyed For USAF Tanker Fleet Tankers are increasingly vulnerable as enemy long-range missiles evolve, leading the USAF to explore 'hard kill' solutions. Story: https://t.co/B429nwNjht
Disney Sues ByteDance over Seedance 2.0 Copyright Breach
Scoop: @Disney today sent a cease and desist letter to @ByteDance over Seedance 2.0 for copyright infringement - Follows swift condemnation from Hollywood advocacy groups such as @motionpictures and Human Artistry Campaign - More on @axios https://t.co/0lpdhJs0GP
USS Truxtun Collides with USNS Supply: Feb 2026 Incident
Collision Between USS Truxtun and USNS Supply, Feb 11, 2026. Check out full video on YouTube at What's Going on With Shipping #truxtun #supply #collision
Fast Grid Capacity Gains Through Distributed Battery Flexibility
The real question isn’t, “How do we build more power plants?” It’s “How do we add power system capacity — fast?” That’s a fundamentally different problem. And it leads to a different answer: load flexibility — especially distributed batteries — aggregated into...
Proton Rocket Launches Russia Weather Satellite with Iran TV Payload
The Proton launch of Russia's Elektro-L No. 5 weather satellite carried a secondary payload, Iran's Jam-e Jam 1 television broadcasting sat, also called Iran-DBS. Elektro-L-5 has a mass of 2120 kg; Jam-e Jam 1 is likely only 150 kg...
Kuwait Lags UAE in Oil Capacity, Faces $90.5 Break‑Even
Kuwait's production capacity was ahead of the UAE's in 2010. Now it is 3.2 Mbpd versus 4.85 Mbpd Budget break-even is $90.5 per bbl and oil is 83% of the budget https://t.co/1si82Sc7pF
Admiral Warns Extending Ford Deployment Risks Maintenance, Crew Strain
Navy’s Top Admiral Previously Said He Would “Push Back” Against Extending USS Gerald R. Ford’s Deployment The admiral said keeping the carrier, which was just sent to the Middle East, at sea could result in big maintenance repercussions & crew strain. https://t.co/ae4GE8qeU3
Unified Data Turns Branches Into Profit Engines
Branches can become profit engines, not cost centers, if supported by unified data and modern infrastructure. Execution is the difference. We discuss this with Benjamin Conant of @alkamitech and Co founder of @Mantl_tech. Watch the full video now: https://t.co/Jamreeb077 https://t.co/L1lau9ecEU
US Emissions Rise While China Leads Renewable Expansion
“But what about China?” is a common excuse people use to reject climate action. Here’s what's actually happening: * As the U.S. expands fossil fuels and blocks new wind & solar, its emissions are edging up. Meanwhile, China’s emissions seem to have...
Beware Easy Fixes: Aviation Sustainability Isn't Simple
If it looks too good to be true then it probably is - beware those promising easy fixes to aviation's sustainability challenges, says RAeS Head of Research in a personal commentary #avgeek https://t.co/93rGLcXKZO https://t.co/JuC0jFsawu
Trump to Unveil Multi‑billion Gaza Reconstruction and UN Force Plan
President Trump plans to announce multi-billion dollar reconstruction plan and detail plans for a U.N.-authorized stabilization force for Gaza at first Board of Peace meeting next week. https://t.co/BsAlHu5uhT
Crude Swings on Hormuz Alert, US‑Iran Talks, Venezuela Relief
🛢️ OIL CONTEXT WEEKLY 🛢️ 📈📉Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions relief on Venezuela’s oil sector. Summary below, link to full report in...
Disc CEO Updates
This was over two months ago at ASH, so ages, but here's how Disc's CEO said the bitopertin review was going back then. $IRON https://t.co/9SvSML6th8
Paramount Skydance Appoints Ex‑Trump Lawyer to Lead Global Policy
Paramount Skydance Hires Former Trump White House Lawyer as Head of Global Public Policy https://t.co/lJBzlAmvzA via @variety
Deep Dives Into Urban Warfare: Lessons From Global Battles
One of my most important long term projects is our urban warfare historical case studies. Kyiv, Mosul, Fallujah, Marawi, Gaza, Shusha, Stalingrad, Aachen, Hue, etc. Detailed analysis of what really happened @WarInstitute with @JaysonGeroux @LiamSCollins https://t.co/mEQLZKuAw9
Historical Perspective Highlights Israel‑Iran Concerns Despite Bias
Great history and vision of what should be concerning Israel and Iran from @PahlaviReza Despite the loaded and biased question.
Superpower Engine Sets Unprecedented Speed, Redefines History
Just held a Superpower technical review. This program has the feeling of history in the making. Not only has there never been an engine like Superpower, no one has ever designed an engine this way. Workflows are orders of magnitude...
Rabois Predicts Trump May Block China's Nvidia Chip Access
Here's @rabois saying he thinks the Trump administration may ultimately reverse course on letting China get access to Nvidia's best chips https://t.co/XImO09oRyf
FDA Rejects IRON Disc’s Rare Disease Therapy, CNPV Stumbles
FDA rejects rare disease therapy from $IRON Disc Medicine, early recipient of commissioner’s voucher CNPV program falters out of the starting gate... https://t.co/w4ptB2ecRS via @LizzyLaw_ and me
Off‑grid Data Center Mandates Will Backfire on Ratepayers
“The intent is to protect ratepayers. But the second-order consequences of forcing data centers off-grid are far worse than the problem the bill is trying to solve. Off-grid mandates will hurt everyday ratepayers, constrain American infrastructure buildout, and drive up the...
Key Differences Between OFAC's New GL
This is actually the best way to describe the difference between GL 49 and GL 50 (the two Venezuela-related General Licenses issued by OFAC today)
China's Expedition Cloud Trains Hackers on Replica Critical Networks
Leaked files detail a training platform called "Expedition Cloud" that is designed to allow China's hackers to practice hacking critical infrastructure of China’s opponents in South China Sea and Indochina region using replicas of those networks https://t.co/jbJhbj9JRi
US Should Avoid Iran Strike During Ramadan, Preserve Allies
This is the last weekend before Ramadan (2/17 - 3/26) and it happens to be a 3 day US holiday. Not that someone with Trump's risk appetite couldn't strike Iran during the holiest month of the Islamic calendar, it certainly...
Professional Energy Bet After Yesterday’s Red Close
If you were buying more Energy Exposure via $XOP $OIH into a red close 24 hours ago, professionally done
NIH Shifts Funding Away From Pandemic Preparedness
#NIH to deprioritize pandemic preparedness and biodefense research, @nature.com reports, saying director Jay Bhattacharya wants to focus on known diseases, not possible future threats. What could possibly go wrong? https://t.co/6TpLr6pY3B https://t.co/7rVzvkOzkT
Healthy Diet Adds 2‑3 Years Lifespan, Especially Early
A healthy diet, accounting for longevity-related genes, associated with 2-3 more years of life expectancy from >100,000 people followed 10.6 years, max benefit for starting at youngest age (Figure) @uk_biobank @ScienceAdvances https://t.co/Ji7Wlhj9ZA https://t.co/B6UxuE97xG
Iridium Leverages L‑Band Spectrum to Counter Competitors
.@IridiumComm to market: Don't like our growth story? Well, I do happen to have some L-band spectrum here... @SpaceX @EchoStar @Viasat @space42ai @AST_SpaceMobile.https://t.co/Dl5XyXjk6X https://t.co/BvsN3zA7Q1
Cross‑platform Tool Scans Bluetooth, Resolves Private Addresses
Just released a new tool that scans for Bluetooth devices including Bluetooth Low Energy (BLE) devices. It will scan for all, filtered by MAC, or if you have the Identity Resolving Keys (IRK), can be used to determine the Resolvable...
Ubisoft Downplays Strike, Says Fewer Devs Involved
Earlier this week, it was reported that 1,200 developers went on strike at Ubisoft in France and Italy. Days later, Ubisoft is pushing back saying that number was much lower as it focuses on "maintaining an open and constructive dialogue" with...
Notable Absentees Among Firms Granted Venezuelan Upstream Access
Can't help but notice who ISN'T on this list of companies who just gained access to invest and operate in Venezuelan upstream. https://t.co/qrLcy4bd48
Green Capital Hires Trump‑linked Lobbyist Amid Frozen EPA Grants
👀The Coalition for Green Capital (CGC) retained Checkmate Government Relations to lobby. Checkmate has deep ties to the Trump admin. CGC is among the groups that had billions of $ in Biden-era EPA grants frozen. The filing, to be clear,...
Rapid Supersonic Engine Development Demands Uncomfortable Discomfort
"Building a supersonic engine rapidly is like riding a horse. If you're comfortable when you're doing it, you're not doing it right." - Boom meeting
Argus Targets Venezuelan Crude for U.S. Gulf Delivery
This is an interesting oil market transparency development. Argus "will assess three grades of Venezuelan crude oil, Merey, Hamaca and Boscan, for delivery to the U.S. Gulf coast, which Argus said is now the most likely destination for Venezuelan cargoes" https://t.co/RaKzvH53Rp
California Grid Demand Falls as Rooftop Solar Offsets EVs
California grid electricity demand continues to decline despite 2.5 million EVs and lots of data centers in the state 2026 Demand on CAISO grid down 1.84% v '25; 1.22% v '24; and 2.27% v '23 Due to growth in behind-the-meter roof PV,...
Creators Must Vet Brands: Brand Safety Is Mutual
"Brand safety goes both ways" is something I've said a lot lately It used to be brands worried about creators as potential liabilities (what if they go rogue or get canceled?!) But with everything that's happening lately, it's just as important for...
OpenClaw's Early Success Shows Untapped AI Potential
While there is certainly some hype and exaggeration about what you can with OpenClaw as of today... It's been fun watching some creative use cases. @FelixCraftAI (owner @nateliason) for example, wrote a 21 page operational "how to hire an...
Should Games Include a Mute Option for Swearing?
Every family has a different approach to swearing. An interesting question over at @crossplayblog: should video games let you mute swearing? https://t.co/9b2NMJulCT