China Sets Record Coal Output, Exceeds U.S. Annual Use
China's coal production reached in March its highest ever monthly level, according to official data. Beijing said it digged 440.62 million metric tons last month, up a tiny bit from the old peak of 440.58m a year ago. (For context, that's more than the US consumes in a year)
US Corn Exports Surge; China Still Owes 2025/26 Soybeans
🇺🇸Last week's U.S. corn export sales remained above average, led by Japan, South Korea & Mexico. Soybean volumes were relatively modest. China's 2025/26 soybean purchases stood at 11.5 mmt as of April 9 with 1.9 mmt left to ship. 1.56...
Elevated Lipoprotein(a Drastically Raises 30‑Year CVD Risk
Thirty-Year Risk of Cardiovascular Disease Among Healthy Women According to Clinical Thresholds of Lipoprotein(a) 👉"Multivariable adjusted hazard ratios for levels above 120 mg/dL vs below 10 mg/dL or above the 99th percentile vs below the 50th percentile (11 mg/dL) were 1.54...
Wylfa's Existing Magnox Infrastructure Accelerates Project
This is great news as the Wylfa site already exists as an old Magnox reactor so the infrastructure is mostly in place
FSB Expands Control over Russia's Internet Landscape
A really excellent story from @thebell_io on how the FSB – the same unit behind Navalny's poisoning, no less – are taking over Russia's internet. The sort of depth and breadth you don't see too often these days. A must...
Silver Bull Resurgence: Producers to Explorers, Next Moves
The Silver Bull is Back - From Silver Producers to Exploration Stocks What's Next $RYO.V $RYOOF https://t.co/aMmj7XRBtq
Red Sea Ports Can't Match 7 M Bpd Pipeline Capacity
just because East-West pipelines can carry ~7 million bpd doesn't mean Red Sea ports can handle that volume of exports
Daratumumab Shows Safety and Efficacy in ITP
Safety and Efficacy of Daratumumab in Immune Thrombocytopenia (#ITP) [Aug 5, 2025] Tsykunova et al. @BloodPortfolio https://t.co/GHyJGG7YSe #NCT04703621 https://t.co/pBgjzTCGQl
Tempo's Zones: Private, Liquid, Fast Transactions for Institutions
Zones are a bespoke privacy solution from @tempo It balances the need for confidential transactions where needed With the benefits of liquidity, and fast settlement across the wider Tempo network Designed in partnership with some of the world's largest institutions...
Ianalumab Combined with Eltromb
Ianalumab [VAY736] plus Eltrombopag in Immune Thrombocytopenia [Dec 9, 2025] @CukerMd et al. for the VAYHIT2 Investigators @NEJM https://t.co/99urXh8agT #NCT05653219 #ITP https://t.co/qKKhwv4ofR
Europe Turns to Canadian LNG Amid Iran Conflict
Europe Eyes Canada LNG as Iran War Rewires Energy Routes. If & when, Hormuz reopens, how much business will Canada retain. Supplier diversification and supply chain risk mitigation. A lesson leaned? https://t.co/WXCrXRH8SW
Google Joins Rush to Fill Pentagon AI Gap
There’s a rush to fill the space that Anthropic has vacated by not working with the Pentagon. There’s a time I would have been surprised by Google being part of this rush but that was so long ago. Now it’s just...
Trump’s Iran War Timeline Sparks Blockade, Peace Talks, GOP-Pope Feud
Catch my comments on @NPR @MorningEdition Trump's Iran War Timeline, Iran Blockade And Peace Talks, GOP And Trump Pope Feud https://t.co/ehOwdmamYm via @nprone
ROS Complex Assembly Complete, Roskosmos’ 2030s Ceiling
...And this is the "initial assembly complete" architecture for the ROS complex, which is probably the most we can expect from Roskosmos in the first half of the 2030s: CONTEXT: https://t.co/wVxTkUEbNa https://t.co/P8mCC1RKFr
Third‑Party Delivery Only Viable If Fully Incremental
We did an economic impact study several years ago on third party delivery. Economically, the only way it made sense was if all the business was incremental, because if not it was just cannibalizing revenue. As noted, it's hard to...
Insurers Blame War for Nord Stream Blasts to Dodge Payouts
The strange case of Nord Stream > Nord Stream blasts due to war, say insurers seeking to avoid pay out https://t.co/UUFSILeW34
Trump Budget Prioritizes War, Slashes Social Programs
The Trump budget is war first, American people last. It explodes military funding and brings departments like Labor, Education, and Agriculture to historic lows. @morningjoe
Zimbabwe Human Rights Commission Needs Five Members for Quorum
Bambo, there is a Zimbabwe Human Rights Commission Act that governs the day to day operations of the Commission… The Act defines what constitutes a Quorum. President @edmnangagwa was lenient, Ms Majome was offside… You need 5 Commissioners to form a quorum…....
Duchenne Kids Show Dramatic Improvement After Microdystrophin Treatment
A couple of weeks ago when I visited Solid Bio, they showed me some videos of Duchenne kids pre and post microdystrophin treatment that I was amazed by - but they weren't sharable yet. Bo just presented them at Needham...
Two ePA Routes for Same Drug Create Workflow Chaos
A rheumatologist prescribes Humira for a patient with Crohn's. The patient might self-inject at home with a prefilled pen or come into the infusion center for IV administration. Same drug, doctor and patient, so must be straightforward, right? Under CMS-0062, two...
Scammers Clone Slack Downloads to Distribute Silent Malware
Scammers are cloning Slack download pages almost perfectly. Same layout, same buttons, and the same Download experience. You have to install. But instead of Slack, you end up with malware running quietly in the background.
Legends Unite at BAFTA Games Quiz, Fun Over Finish
Had a blast with a bunch of legends at the @bafta Games Quiz - swipe to meet my team and find out our bubby-winning team name (makes up for us coming 4th!) Brilliant hosting and questions by @aliplumb and first...
Marathon's Faction Intros Showcase Cohesive, Stunning Visual Style
Obsessed with the visual style of the new Bungie game, Marathon. Here are the faction intros as a taste of the varied yet cohesive visual language employed throughout the game. SO. MUCH. STYLE. https://t.co/f7r3uGadFr
TIG Poised for Value Boost Amid Strategic Sale
I think we might see some action on $TIG soon. They have been pretty quiet so far, while normally the full financials would already have been published. $TIG is undergoing a strategic review, basically intending to unlock the large SOTP value...
Decade of EVs Leads to Unexpected New Excitement
when I started driving an EV like 10 years ago and even when starting to write about EVs full time 5 years ago, I had not expect I would be excited about seeing stuff like this: https://t.co/YfIXJAPP9O
Prophylactic IOPIDINE Cuts Post‑Surgery IOP Spikes 91%
$HROW A J-code makes Medicare reimbursement routine. "indicated to control or prevent post-surgical elevations in IOP that occur in patients after argon laser trabeculoplasty, argon laser iridotomy or Nd:YAG posterior capsulotomy" "Prophylactic use of IOPIDINE 1% has been shown to reduce severe...
Open Hormuz Now to Stabilize Global Oil Markets
I'm so, so ready for this war to be over, for shipping traffic through the Strait to resume, and to spend the next month or two tracking the nitty gritty of how the short-term shock rippled through the global oil...
Total Metals Secures Full Ownership of High‑Grade Pick Lake Property
Total Metals $TT.V $TTTMF Acquires 100% Interest in the High-Grade Pick Lake Critical Minerals Property from Frontier Energy Limited 🔥🔥🔥https://t.co/vHOmtQ19ql https://t.co/KF6rrVQY2P
Comments Dominate; LinkedIn Profiles Poised for Growth
I'm writing a newsletter recap from Social Media Week — but first some bullet point thoughts: - Comments are and will be everything - LinkedIn has tons of growth potential (for personal profiles according to Metricool) - Molly McPherson is the GOAT -...
Tesla's “Hammer Down” Signals Semi Production Start
Does "Hammer down" mean Tesla is done with Semi prototype runs and starts mass production?
Launching Spam-Free Competitor, Ads-Free at Launch
tempted to build a direct competitor to https://t.co/J9hksWvHtX solve the spam, no ads at first
PM Boasts 628 Kbbl Diesel—Just One Day’s Supply
Everything is fine. That's why the Prime Minister of Australia just made a national address proudly announcing that the Australian government just secured 628 kbbl of diesel—just more than one day of Australian diesel demand.
BPRL Controls Majority of IBV, Securing 40% BM‑SEAL‑11
The Joint Venture: BPRL holds a 65.40% stake in IBV Brasil Petróleo Ltda, which in turn owns a 40% interest in the BM-SEAL-11 concession.
NFL and YouTube Negotiate Five‑game Long‑form Deal
Glass Break: the NFL and YouTube have entered long form contract review for a 5 game package, @fos has learned https://t.co/dCPyJagt5v
US Warns Iran, Touts Embargo Success and Navy Strength
From this morning's Hegseth-Caine-Cooper presser: - Hegseth warns Iran, again, that it would be wise to maintain the ceasefire and highlights the significant gap in military capabilities between the two nations as the United States sends even more forces. - Hegseth goes...
J.B. Hunt Q1 Earnings Surge on Cost Cuts, Volume Gains
New blog post - J. B. Hunt Q1 Earnings Boost By Cost Initiatives & Higher Volumes https://t.co/sGDzdAk30f Nothing fancy - I figured I'd mostly share quotes that I found interesting and also a few bits from Stifel's Bruce Chan's note on...
Edge Computing Slashes Latency, Boosts Safety and Bandwidth Efficiency
Edge computing cuts latency by processing data near its source, at the device. Services in factories and mobility push teams to deploy local intelligence, since milliseconds affect safety and uptime, and local processing trims bandwidth spend. Microblog by @antgrasso https://t.co/rCMiEIRtCQ
Delay Outsourcing Fulfillment; Leaders End up Packing Boxes
60% of online retailers already outsource at least part of their fulfilment. The ones who wait too long? They're the ones spending leadership time packing boxes instead of growing the business. Know the signs 👇 https://t.co/r4ctl4lH4h
Hamptons Home Prices Hit Record, Surge over 30%
Lots of bonus cash, too little supply: "The median sales price for the Hamptons surged 18.3% annually to $2.4M, highest on record, Average sales price also surged 31% to $4.3M, the highest on record -@jonathanmiller
Holistic Media Mix Beats Legacy Tactics in Furniture Marketing
In Episode 3 of From Screen to Store, sponsored by @JamLoop , Alex Back, CEO and Co-founder of Couch, joins hosts Jeremy Bloom and AdTechGod to discuss what’s actually working in modern marketing and why legacy industries are falling behind. The...
Restaurant Spending Rises While Profits and Locations Fall
Consumers spend more at restaurants as a percentage of their total retail and food spending than ever. And yet per-restaurant profitability is down, big chains are closing locations. And bankruptcies are common. https://t.co/pSx8JKgQII https://t.co/20E9hd71pf
Anti‑amyloid Drugs Show Trivial, Non‑meaningful Cognitive Benefit
The effect of current anti-amyloid drugs vs Alzheimer's disease is "trivial" for cognitive function or dementia severity, not clinically meaningful, from a systematic @cochranecollab review of 17 trials, >20,000 patients https://t.co/9A6PeZOyAt https://t.co/c1PCOYZxws
Rapid AI Iteration: Essential for Every Modern Business
We just did a 90 minute hackathon as a team. We hired an ai consultant to build us a sourcing tool better than all the tools we previously used. We then spent 90 minutes all on a zoom using it,...
Cheaper U.S. Natural Gas Cuts Manufacturing Costs, Boosts Competitiveness
38% of manufacturing costs come from energy and in America that energy is natural gas. Natgas continues to get cheaper, boosting American industrial competitiveness https://t.co/G3XH3E1afH
Exploration Upside Could Extend Mine Life, Boost Value
The market focus has been on the tungsten and critical minerals master stroke in the western USA but this is a descent result on Nussir feasibility which was the core focus before Springer was bought for Blue Moon ore processing...
Update Insurance: Rising Construction Costs Leave Owners Under‑insured
Often, long-term real estate owners set their insurance coverages when they buy, then fail to review them as the policies renew annually. That's a mistake. Construction prices have soared over the past 10 yrs. If you...
Big Chocolate Makers Likely Buying the Cocoa Dip
who's buying the dip in cocoa prices? (i mean i hope @Nestle @Hersheys are)... https://t.co/57SRUqV4cu
Paper Brent Futures Risk Complacency, Investment, and Mispriced Consumer Costs
Counterpoint: this is not smart because: 1 - Creates complacency and defers inevitable and necessary demand reduction 2 - Deters US shale producers from investing now to boost production 3- Consumers don't pay paper Brent futures price - they pay physical crude/product price
Midwest Boutique Says DRAM Price Forecasts Stabilizing
Did Midwest Boutique send a cautionary commentary out on $MU ? "Our work suggests conventional DRAM price forecasts are stabilizing somewhat after continued meaningful upside"
Russia Ramps Missile Strikes, Adds 20k Troops for Donbas Push
"Vadym Skibitskyi, the deputy head of Ukraine’s defence intelligence directorate, known by its acronym GUR, told the FT in an interview in Kyiv on Friday that Russian forces were stepping up ballistic missile strikes on Ukrainian cities. Moscow is producing about...