Social•Mar 10, 2026
Maritime Industry Battling Unprecedented Black Swan Disruptions
“Over the past few years, we have experienced disruptions few people imagined… it sometimes feels like the entire maritime industry is under attack by a flock of black swans,” Steve Carmel, US maritime Administrator and Commandant of the US Merchant Marine. https://t.co/p9z0cC6lcB
By John Konrad
Social•Mar 10, 2026
Navy Escort Through Hormuz Eases Supply Fears, Oil Falls
This Bloomberg headline crossing now may explain the new downturn in crude oil prices (repost) --- *US NAVY ESCORTED AN OIL TANKER THROUGH THE STRAIT OF HORMUZ
By Jim Bianco
Social•Mar 10, 2026
US Vows Most Intense Iran Strikes, Bolsters UK Bomber Presence
Epic Fury Day 11: U.S. Promises “Most Intense Day Of Strikes” On Iran The U.S. adds to its bomber force deployed to the U.K. as Iranian drones and missiles continue to fly. Updating live: https://t.co/sYI5TrAwwu
By Tyler Rogoway
Social•Mar 10, 2026
US Oil Slides 15% to $80, 32% Below Peak
*US OIL PRICES EXTEND DECLINE, FALL 15% TO TRADE NEAR $80/BBL April 2026 WTI futures are now down ~32% since Sunday night's peak https://t.co/9QugACQ3Q0
By Jim Bianco
Social•Mar 10, 2026
Senator Pushes Aggressive YIMBY Reforms While Defending Property Rights
The Senator's letter is YIMBYism on steroids: 1) Fix zoning etc and build more housing. 2) Don't open the door to the slippery slope of eroding property rights, which snowballs into reduced supply. 3) Call out misinformation that threatens supply and/or affordability.
By Jay Parsons
Social•Mar 10, 2026
Renewables Don't Drive Up U.S. Electricity Prices
Think of this graph of real U.S. price and electricity production data, straight from the Department of @Energy, next time you hear the false claim that renewables increase electricity prices and that coal, gas, or nuclear is needed to keep...
By Mark Z. Jacobson
Social•Mar 10, 2026
US Naval Embargo Uncertainty Exposes Presidential Rhetoric Gap
what is happening to this oil after it leaves the Persian Gulf? Are US ships going to stop embargo it or will they let it go? If they don't capture the ship then there's a series disconnect between what the President...
By Ellen Wald
Social•Mar 10, 2026
Housing Stagflation Boosts Buyer Leverage Amid Seller Fatigue
The housing market is hitting stagflation. Jobs are cooling, but the unauthorized war in Iran is keeping oil prices and rates high. Sellers are losing patience and re-listings are at a decade high, giving buyers more leverage. https://t.co/tK43N2ajFT
By Fairweather PhD
Social•Mar 10, 2026
Weight‑loss Meds Cut Alcohol Use in Half of Users
Study shows nearly half of weight loss participants reduced alcohol use after starting anti-obesity medication (GLP-1 agonists, metformin, naltrexone). https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2827069 https://www.gatlan.com/ @GatlanHealth
By Robert Lufkin, MD
Social•Mar 10, 2026
Google Deploys AI Agents to Automate Pentagon Workforce
Google is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official https://t.co/S8g6CD6qvk
By Paul Triolo
Social•Mar 10, 2026
Kirkuk Pipeline Offers Iraq's Sole Hormuz Bypass
Oil production around Kirkuk, in Iraqi Kurdistan, is connected to global markets via a pipeline to the Turkish port of Ceyhan This is Iraq’s only crude supply that can bypass the currently-closed Strait of Hormuz Shut-ins in the Basra area by the...
By Rory Johnston
Social•Mar 10, 2026
GDC: Low Turnout, AI Hype, but Community Thrives
The vibes from GDC so far: attendance is down, AI biz slop is crowding out some of the traditional developer talks, it's too hard to find coffee around the convention center. But the people are nice, making games is really...
By Ethan Gach
Social•Mar 10, 2026
Renewables Dominate California Grid, Gas Down 60%
In 2023, there was not a single day until spring where WindWaterSolar met >100% of demand for part of the day on the California ISO grid. During winter 2026, so far there are already 45 of 68 such days (66%), and...
By Mark Z. Jacobson
Social•Mar 10, 2026
NASA Decommissions Van Allen Probes After Seven Years
NASA's Van Allen Probes A and B were two half-ton spacecraft launched in Aug 2012 to elliptical 600 x 30000 km orbits to study the radiation belts. In 2019 their perigees were lowered to 200 km so...
By Jonathan McDowell
Social•Mar 10, 2026
ING Predicts Oil Market Shock if Hormuz Closes
What impact will closing the Strait of Hormuz have? ING takes a guess featured in the Chartbook Top Links of today. https://t.co/aiQTNxvQMb
By Adam Tooze
Social•Mar 10, 2026
Hard Assets Rally as War Ends, Metals Lead
“Precious metals surge as the war ends.” Bizarre, to say the least. Very solid move in miners and Latin American stocks today. Also worth noting: Oil and gas equities remain remarkably resilient despite the volatility in energy prices. None of us own enough hard...
By Tavi Costa
Social•Mar 10, 2026
Procurement Must Align With Enterprise Strategic Priorities
“Procurement’s focus must always be aligned to enterprise priorities and strategic objectives.” ➤ https://t.co/s48vDbFr5l #procurement #purchasing #supplychain https://t.co/sz4Kj2U6xI
By Sigi Osagie
Social•Mar 10, 2026
Burnout Is Blocked Energy, Not Just Exhaustion
Physician burnout isn't an empty battery. It’s an engine revving while stuck in park. 🏎️💨 It’s not just exhaustion; it’s blocked energy. When your moral agency is stripped away, your "aliveness" turns into cynicism. It’s time to reframe the problem. 🧵 👇 Link...
By Kevin Pho, MD
Social•Mar 10, 2026
Hormuz Closure Reverses WCS‑WTI Spread Amid Sour Crude Flow
Most of the crude that ships out of the Strait of Hormuz is medium-to-heavy sour Western Canadian Select at Houston vs WTI, which reflects a clean light-heavy quality differential, had weakened (widened) on Venezuela reentering the USGC market—Hormuz closure entirely reversed...
By Rory Johnston
Social•Mar 10, 2026
Isfahan Site Identified as Qanat, Not UGF Entry
We're now pretty sure this is a qanat, not an entry point for the UGF at Isfahan.
By Jeffrey Lewis
Social•Mar 10, 2026
Staff Officer Sent Fatal Slide, Risked Lives
Bill Gortney would have had people killed if this slide ever left his command. What staff officer looked at this and hit "send"?
By Nathan Strang
Social•Mar 10, 2026
Cut Freight Planning From 30 Hours to 1
30 hours. Every week. Gone. A national electrical supplier was spending 30 hours a week manually planning their freight: dedicated drivers across 8 facilities, local carriers, third-party loads. After implementing EVOS Smarttools powered by BlueGrace Logistics, that same work takes one hour. In...
By Michael Vincent
Social•Mar 10, 2026
Watch Laura Delgado Lopez's Space Security Webinar on YouTube
If you're trying to listen to Laura Delgado Lopez's webinar on Space Security in Latin America and couldn't get a link from the registration website, here's the YouTube link: https://t.co/umexorvqwx
By Marcia Smith
Social•Mar 10, 2026
Leucovorin Approved for Limited Autism Subgroup, Not Mass Treatment
Last fall the administration was talking about leucovorin as a potential treatment for large numbers of people with #autism. Today's approval suggests the evidence supports its use in a much smaller group of people, @rosebroderick_ reports. https://t.co/NlJR8KlaqP
By Helen Branswell
Social•Mar 10, 2026
Amazon Leo Urges FCC to Block SpaceX Orbital Data Centers
Amazon Leo has urged the FCC to deny SpaceX's plan to build orbital data centers comprising up to 1 million satellites, arguing that it's 'wholly unrealistic' and would give SpaceX 'near-total control' of launch insertion orbits. @Light_Reading https://t.co/FjxmufLF9g
By Jeff Baumgartner
Social•Mar 10, 2026
Chinese‑crewed Marshall Islands Bulker Repeats Red Sea Pattern
The Marshal Islands-bulker KSL Laiyang is running the Strait. She is broadcasting on AIS "China Owners & Crew". This is EXACTLY what we saw happen in the Red Sea against the Houthis. Expect to see more of this. https://t.co/LSCESnEDKI
By Sal Mercogliano
Social•Mar 10, 2026
How IEA Emergency Oil Releases Actually Work
It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...
By Javier Blas
Social•Mar 10, 2026
Trump's Quick End Threatened by Hormuz Oil Leverage
trump may want to end the iran war quickly. but closing the strait of hormuz or even threatening it keeps oil high and the conflict alive. @gzeromedia
By Ian Bremmer
Social•Mar 10, 2026
Extreme Backwardation Signals Temporary, Overdone Oil Price Spike
You didn't have to be a genius to look at the extreme backwardation in the Futures curve for crude oil to call the current price spike temporary, and overdone. #CrudeOil
By InterestArb
Social•Mar 10, 2026
Ballistic Missiles Target Iranian Ships, Signaling Future Warfare
U.S. Striking Iranian Navy Ships With Ballistic Missiles The use of ballistic missiles to hit adversary ships at long ranges is a preview of what is to come for the U.S. military. https://t.co/4nRoah8MWn
By Tyler Rogoway
Social•Mar 10, 2026
30-Year Mortgage Rates Drop 63 Bps, Spread Narrows
The average 30-year fixed mortgage rate today: 6.09% Same day last year: 6.72% -------------------- 10-year Treasury yield: 4.12% Spread today: 197 bps
By Lance Lambert
Social•Mar 10, 2026
Paramount Skydance CEO Discusses Historic Warner Bros. Deal
A historic merger- I sat down with Paramount Skydance CEO David Ellison for an exclusive interview about his company’s acquisition of Warner Brothers Discovery. Check it all out on CNBC and cnbc.com
By Julia Boorstin
Social•Mar 10, 2026
Japan Sets NdPr Price Floor, Investors Remain Unmoved
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3
By Matt Fernley
Social•Mar 10, 2026
Feb 2026 Home Sales Fall 17% Below
U.S. existing home sales total 257,000 in February 2026 Since 2000, February has averaged 310,000 U.S. existing home sales Resale turnover remains constrained Table via @ResidentialClub Data via @nardotrealtor https://t.co/4g2dE9eSU5
By Lance Lambert
Social•Mar 10, 2026
Debunking Vaccine, Tylenol, Leucovorin Myths in Autism
In my recent @BakerInstitute article, “reframing autism,“ I debunk the nonsense around vaccines, Tylenol, and leucovorin https://t.co/pxLaDLInlf
By Peter Hotez
Social•Mar 10, 2026
Archer on Track for US Passenger Flights, Eyes UAE Launch
Archer is “on track” to begin carrying passengers above select US cities later this year, as part of a government pilot program, and remains focused on “rapidly progressing” its plan to launch flights in the UAE — despite war-related uncertainty...
By Mary Kirby
Social•Mar 10, 2026
First Transatlantic Fiber Cable Resurfaces Amid AI Bandwidth Race
Fun fact: The first transatlantic internet cable is being pulled off the ocean floor right now. Almost no one knows it's happening. TAT-8 went live in 1988. First fiber-optic cable to connect Europe and the US. Isaac Asimov called it a "maiden voyage...
By Rowan Cheung
Social•Mar 10, 2026
Perseverance Achieves 90% Autonomous Travel After 1,312 Sols
Perseverance had completed about 90 percent of its travels autonomously, as of its 1,312th Martian day since landing https://t.co/EpREqOS43q #AI
By Isaac Sacolick
Social•Mar 10, 2026
WebGPU Powers Indie Games, Discovery Remains the Hurdle
Three.js + WebGPU = a modern Flash games boom > Ships to 5B+ users, near-native GPU performance > No platform rake, app store, or custom runtime > Devs own their distribution + monetisation > AI can now vibe code the games for you The only...
By Piers Kicks
Social•Mar 10, 2026
Bankers Claim $100M ARR Now Enough for IPO
"I'm hearing bankers say things like, '$100 million ARR, we could probably take that public.' I haven’t heard that in a while."
By Turner Novak
Social•Mar 10, 2026
Shopify Evolves Into Full Business Operating System
@shopify stopped being “just an ecommerce platform” a long time ago. For many merchants, it’s the system of record for their entire business. Payments. Inventory. Capital. Shipping. Marketing. Data. All connected. Commerce now happens everywhere. Online. In stores. On social. Through AI agents. What matters most...
By Harley Finkelstein
Social•Mar 10, 2026
DHL CEO Cautions Against AI as Universal Fix
A good DHL quote about AI from its Q4 earnings transcript: "I think for us, what's important we don't have the approach to think that putting a AI sauce source over everything creates great benefit." Tobias Meyer, CEO
By Cathy Morrow Roberson
Social•Mar 10, 2026
Buy Crude at 83‑92; Below $75 Signals End
If you are bullish crude on reescalation, this is the buy zone .. Equilibrium in CL1 should be 83/92 .. Single prints yesterday on trump comments in the 91/92 area. Below $75 (the first Sunday gap when the war started)...
By Brent Donnelly
Social•Mar 10, 2026
BioNTech Founders Leave to Launch New mRNA Venture
BioNTech founders to step down and helm new mRNA startup https://t.co/yjvsVRQH2D by @Lilah_Alvarado $BNTX - 20%
By Ben Fidler
Social•Mar 10, 2026
CHIPS Act Fueled Major Manufacturing Investment Surge
Thank you to @IFP for publishing my piece investigating what role the CHIPS Act played in the manufacturing investment boom of the past few years. It wasn't all CHIPS-driven, but geographic & industrial cross-sections suggest a very substantial linkage: https://t.co/vseboy0GnV
By Skanda Amarnath
Social•Mar 10, 2026
Serena and Joe Launch Unwell Podcast on Love, Age Gap
‘Bachelor in Paradise’ Couple Serena Pitt and Joe Amabile Team With Alex Cooper’s Unwell Network for Video Podcast About Their Relationship (and Age Difference), Reality TV and Pop Culture, and More https://t.co/Xwsr104A0l via @variety
By Todd Spangler
Social•Mar 10, 2026
Live Oscar Preview on Y100 FM with Scott N Sports
🚨🆕 I'm going on 📻 @Y100FM 𝐍𝐎𝐖 with @ScottNSports for 📺 #TVTuesday to preview 🎬🍿 the 98th Annual #AcademyAwards #Oscars on @ABCNetwork and @hulu hosted by @ConanOBrien 🎧 𝐋𝐈𝐒𝐓𝐄𝐍 𝐍𝐎𝐖 🔊 🗣“Play KUYY” or "Play Y100" 📱 💻 https://t.co/nlxHQ15c7o https://t.co/uUUzGc0YYF
By Douglas Pucci
Social•Mar 10, 2026
Pentagon's Hubris Delays Drone Defense, Finally Copies Shahed
This should surprise nobody considering how aloof and resistant the Pentagon has been to the drone threat for many years. Big Hubris is capabilities, look what it took to finally build a U.S. Shahed-136. The defensive side of the equation...
By Tyler Rogoway
Social•Mar 10, 2026
Xenon Scores Epilepsy Win; FDA Revives Duchenne Cell Therapy Review
Xenon hits a ‘home run’ in epilepsy; FDA restarts review of Duchenne cell therapy https://t.co/l40xYeW2Xh $XENE $CAPR + 15% $REGN $PFE $ABBV $GSK #biotech
By Ben Fidler
Social•Mar 10, 2026
Caine's Escort Plans Reveal Lack of Pre‑existing Strategy
General Caine was asked about escorting and his comment was, "on the potential, if tasked to escort, we'll look at the range of options." 1⃣Has @CENTCOM @US5thFleet not have these options already planned out and war gamed? 2⃣So, there is...
By Sal Mercogliano