Industry Social Media and Updates

Peace Deal Would Boost US Iran Oil Blockade
SocialMay 6, 2026

Peace Deal Would Boost US Iran Oil Blockade

If we end up with a peace agreement - a big if at this stage - that'll count as a big win for the US blockade of Iran. Since Russia invaded Ukraine, the key question for the West has been...

By Robin Brooks
Brent Peaks, Then Drops $30 Within a Week
SocialMay 6, 2026

Brent Peaks, Then Drops $30 Within a Week

Brent topped on the exact day of this cover, and is down $30 in less than a week. https://t.co/3lAlU2QZRA

By MacroCharts
Techlash Mislabels Legit Legal Action, Not Anti‑tech
SocialMay 6, 2026

Techlash Mislabels Legit Legal Action, Not Anti‑tech

💯 agree, Adam. “Techlash” was always a term I disputed that attempted to frame regulators’ lawsuits (still active) against your clients Apple, Amazon, Google, Meta as “anti-tech” rather than just good law enforcement. If anything it was a “Facebook-lash” at...

By Jason Kint
Tesla and BKW Unveil New French Charging Lounge in Dardilly
SocialMay 6, 2026

Tesla and BKW Unveil New French Charging Lounge in Dardilly

Tesla and @bkworldofficial have already launched 5 charging lounges in France, and a few elsewhere. Lot more incoming. Latest comes to the 28 Supercharging stalls in Dardilly, near Lyon. Peek inside with EVwire: https://t.co/G1JhhYRfT6

By Jaan
Walmart+ Hits Record 30.7M Members, Up 3.9M
SocialMay 6, 2026

Walmart+ Hits Record 30.7M Members, Up 3.9M

Morgan Stanley April survey data indicated Walmart+ membership rose by about 3.9M in March alone to about 30.7M implied members. The estimate for Walmart+ memberships is the highest ever recorded in the Morgan Stanley survey. https://t.co/GBUJMfUFTU

By Cathy Morrow Roberson
China E‑commerce Shipments Fell 6% YoY in March
SocialMay 6, 2026

China E‑commerce Shipments Fell 6% YoY in March

Analysis by Aevean shows that in March, e-commerce volumes from China declined by 6% yoy. https://t.co/OMyf88X13r via @Air_Cargo_News https://t.co/3bjqpr8Srq

By Cathy Morrow Roberson
Oil Spike Boosts Soybean Oil, May Pull Crude to $60
SocialMay 6, 2026

Oil Spike Boosts Soybean Oil, May Pull Crude to $60

Crude Toward $60? Soybean Oil as a Substitute The tendency for crude-oil price surges to be their own worst enemy may be emphasized by the rise of biofuels. Well supplied soybeans will gain demand due to the WTI spike above $100...

By Mike McGlone
Time Could Reuse This Cover Without Raising Eyebrows
SocialMay 6, 2026

Time Could Reuse This Cover Without Raising Eyebrows

FWIW - It feels like @Time could rerun this cover this week and no one would blink. https://t.co/cEGZaumcmS

By Peter Atwater
Electric Cooking Remains Niche in Low‑Income Africa, Asia
SocialMay 6, 2026

Electric Cooking Remains Niche in Low‑Income Africa, Asia

Electric cooking is still niche across many low- & middle-income countries in #Africa & #Asia. This new @SEforALLorg & @UKMECS report maps #ecooking technologies to help policymakers & practitioners make informed decisions in the context of these regions. https://t.co/1aYpy183Rd

By Damilola Ogunbiyi
STMicroelectronics Boosts Starlink Chip Revenue Eightfold
SocialMay 6, 2026

STMicroelectronics Boosts Starlink Chip Revenue Eightfold

.#STMicroelectronics @relouzzane: Chip deliveries to @Starlink, $175M in 2021 & $600M in 2025; our BOM up 8x between Starlink v1.5 and v3, now $10s of 000s per satellite. We're pursuing other LEO operators, including Chinese (for UTs only, not sat...

By Peter B. de Selding
Unifi Router's Ad Blocker Unreliable, Blocks Entire Pages
SocialMay 6, 2026

Unifi Router's Ad Blocker Unreliable, Blocks Entire Pages

I love my Unifi router by ad blocking is so oddly buggy It never actually blocked any ad, then today it blocked an entire page, then I added that domain to the allow list but it keeps blocking it Interesting... https://t.co/le5qpUC87P

By Pieter Levels
WattEV Expands Fleet with 370 New Tesla Semis
SocialMay 6, 2026

WattEV Expands Fleet with 370 New Tesla Semis

WattEV was one of the first customers for the Tesla Semi and has been running two in their operations already last year. Now, they've ordered 370 Tesla Semis. Read on EVwire: https://t.co/SUOS5BhB8j

By Jaan
Schools Tighten Rules on Athlete Use of Brand Assets
SocialMay 6, 2026

Schools Tighten Rules on Athlete Use of Brand Assets

Schools are being more deliberate about how their brand assets are used by athletes. Can student-athletes include school logos, uniforms, or facilities in NIL content? I break this down in my book NIL 101: The House Settlement 40% off https://t.co/yBVisUkFCL https://t.co/SvJT7XJzb1

By Blake Lawrence
UAE's OPEC Exit Increases Volatility, Needs US Action
SocialMay 6, 2026

UAE's OPEC Exit Increases Volatility, Needs US Action

In my latest @nytimes oped, I argue UAE exit from OPEC may not be the win Trump thinks it is. A weaker OPEC could mean more volatility, which is economically costly. The US should take steps to cushion shocks &...

By Jason Bordoff
MacBook Neo's Future Threatened by Dwindling Leftover iPhone Chips
SocialMay 6, 2026

MacBook Neo's Future Threatened by Dwindling Leftover iPhone Chips

Subscribers to Culpium just got an exclusive update on the plight of the super-popular MacBook Neo. Neo is an important part of @Apple's Mac strategy. But it's built on binned ("less-than-perfect") iPhone chips. And those leftover chips are running out.

By Tim Culpan
Repeat Visits Signal Missed Diagnoses, Not Anxiety
SocialMay 6, 2026

Repeat Visits Signal Missed Diagnoses, Not Anxiety

The patient who keeps coming back is the patient you have not figured out yet. A pediatrician in her forties learned that the hard way. She walked into the ER with blood pressures in the 200s and was told anyone...

By Kevin Pho, MD
Telesat's Lightspeed Advances Amid GEO Debt Crunch
SocialMay 6, 2026

Telesat's Lightspeed Advances Amid GEO Debt Crunch

.@Telesat: Lightspeed constellation network development, inc gateways & user terminals, on track.Downward spiral of GEO business continues; how to refinance $1.7B in debt maturing this Dec remains an issue. @Intellian @MDA_space.https://t.co/n8DnGZGmlF https://t.co/Yh8RP7C7Fv

By Peter B. de Selding
Risk Appetite Soars as US Halts Hormuz Escort, Dollar Falls
SocialMay 6, 2026

Risk Appetite Soars as US Halts Hormuz Escort, Dollar Falls

The US has suspended the escort service in the Strait of Hormuz and risk-appetites have jump. Equities and bonds have surged, while the greenback slumps. China re-opens and set USD fix at new multiyear low. See https://t.co/swSYFvpDgy https://t.co/UUCWRyRfJ8

By Marc Chandler
Disney Revenue Climbs 7% as Streaming Soars 88%
SocialMay 6, 2026

Disney Revenue Climbs 7% as Streaming Soars 88%

Disney Revenue Rises 7% in Earnings Beat, Disney+ and Hulu Streaming Income Pops 88% to $582 Million https://t.co/v57KYoi9Gh via @variety

By Todd Spangler
Your Car Is a Data‑Collecting Spy on Wheels
SocialMay 6, 2026

Your Car Is a Data‑Collecting Spy on Wheels

In the digital world, it’s not only walls that have ears – cars do too. A modern car is a computer on wheels with a wide range of sensors: it stores/transmits GPS routes, telemetry, and keeps tabs on a connected...

By Eugene Kaspersky
Residential Demand Outpaces Supply; Developers Add Luxury Amenities
SocialMay 6, 2026

Residential Demand Outpaces Supply; Developers Add Luxury Amenities

Call it the #Wrey. #GFP not stopping at #conversion of #222Broadway to resi. Adding pool, film screen, spa. Nationwide 90K+ units in pipeline. 'Demand for resi, specially in this nabe, far outstrips supply' #NYC #LowerManhattan #FiDi #realestate #CRE https://t.co/x7MXBrH6Zd

By David Levitt
Weak OPEC Fuels More Frequent Global Boom‑bust Cycles
SocialMay 6, 2026

Weak OPEC Fuels More Frequent Global Boom‑bust Cycles

"A less effective OPEC might seem a blessing when prices fall, but it would force the world to endure more frequent booms and busts." by @JasonBordoff https://t.co/BwcxkY65AH

By Chad P. Bown
Aging Population Drives Costs; Reform or Raise Taxes
SocialMay 6, 2026

Aging Population Drives Costs; Reform or Raise Taxes

I find this stuff pretty silly. The spending isn’t “the state”. It’s us. It’s the demographics of an aging population and the impact of that on the triple lock, social care and the NHS. We reform these or we pay more...

By Dan Neidle
CFTC Targets Minnesota in Prediction Markets Crackdown
SocialMay 6, 2026

CFTC Targets Minnesota in Prediction Markets Crackdown

"Selig, who has so far filed lawsuits against five states that tried to crack down..." CFTC eyes Minnesota as next front for prediction markets fight https://t.co/FJy7zAGifo

By Alfonso Straffon
Most Atraumatic Rotator Cuff Tears Heal Without Surgery
SocialMay 6, 2026

Most Atraumatic Rotator Cuff Tears Heal Without Surgery

I struck a nerve yesterday... A note for those who don't read the entire article. As some ortho colleagues noted... There is a lot of nuance involved. And that's the point to get across. Far too many...

By Howard Luks, MD
Fund Managers Boost European Gas Bets Amid Storage Crunch
SocialMay 6, 2026

Fund Managers Boost European Gas Bets Amid Storage Crunch

INVESTMENT MANAGERS have purchased European gas futures and options in the benchmark Dutch TTF contract in both of the two most recent weeks. Fund managers purchased the equivalent of 28 terawatt hours over the two weeks ending on May 1,...

By John Kemp
Oil Retreats as Gold, Silver Rally Amid Hormuz News
SocialMay 6, 2026

Oil Retreats as Gold, Silver Rally Amid Hormuz News

headlines suggest a ship got through Hormuz... market sells off oil to buy gold & silver... https://t.co/m7V4eqZnEK

By David Cox
Oil Prices Tumble as US‑Iran Peace Talks Near Breakthrough
SocialMay 6, 2026

Oil Prices Tumble as US‑Iran Peace Talks Near Breakthrough

Oil prices plunge on report U.S. and Iran closing in on a deal to end war; WTI crude down to $94: https://t.co/QnyEIvjrSL

By S. Joseph Burns
Lithium Poised for Breakout Amid Seasonal Demand Surge
SocialMay 6, 2026

Lithium Poised for Breakout Amid Seasonal Demand Surge

Lithium has been trading in a range for most of this year. Is this finally a breakout on the GFEX? It's a seasonally strong time of the year for lithium demand so it could very well be the next leg...

By Matt Fernley
BYD Overtakes GM and Ford Into Global Top Five
SocialMay 6, 2026

BYD Overtakes GM and Ford Into Global Top Five

It's interesting to pick BYD and their "bad Q1"... when this just happened in 2025... #alwaysbecharging BYD officially passed both GM & Ford climbing the ladder into the GLOBAL top 5! ⚡️⚡️⚡️ https://t.co/5esr61CcRG

By Felix Hamer
Banks Favor Predictable, Essential Service Industries for Loans
SocialMay 6, 2026

Banks Favor Predictable, Essential Service Industries for Loans

15 industries banks consistently fund: – healthcare groups – HVAC businesses – pest control networks – waste haulers – senior care facilities – freight operators – security firms – funeral groups – veterinary practices – behavioral health – B2B cleaning – cold storage – water treatment – industrial services – radiology networks predictable businesses attract predictable lending

By Josh Li
Potential Gulf Oil Surge If US‑Iran Deal Holds
SocialMay 6, 2026

Potential Gulf Oil Surge If US‑Iran Deal Holds

IF the Axios report about a the US expecting a one-page MOU with Iran to end the war is true... And IF Iran confirms... And IF it is indeed signed... And IF it is honoured... And IF negotiations to reopen SoH succeed in the...

By Vandana Hari
Kempower Leverages Tesla Semi Renders for MCS Announcements
SocialMay 6, 2026

Kempower Leverages Tesla Semi Renders for MCS Announcements

Kempower, one of the world's largest fast charging manufacturers, is using Tesla Semi renders in their MCS product announcements (of course): https://t.co/SKHGtSWPDi

By Jaan
Expressway Buses Feel Like Speed Hacks—Until Wrong Route
SocialMay 6, 2026

Expressway Buses Feel Like Speed Hacks—Until Wrong Route

I enjoy taking buses that go on a long stretch of the expressway. It feels like a speed hack. Except when I board the wrong bus from Orchard Road and only realize when it hits the expressway and doesn’t exit...

By mr brown (Lee Kin Mun)
New Section 68 Sparks Debate Over Trusts and Estates
SocialMay 6, 2026

New Section 68 Sparks Debate Over Trusts and Estates

The fate of a trust or estate under new Section 68 was the subject of great debate after a first-rate update—where I did my best to articulate, captivate, communicate, contemplate, deliberate, elevate, illuminate, and navigate what’s at stake. @CLATaxation DC...

By Justin Miller
UK Firms Add Fuel Surcharges Amid Rising Input Costs
SocialMay 6, 2026

UK Firms Add Fuel Surcharges Amid Rising Input Costs

UK firms impose fuel surcharges as input costs soar, PMI shows https://t.co/FVlBS5sjzs via @tomelleryrees https://t.co/FqfXhAepo9

By Zöe Schneeweiss
Strait of Hormuz Reopening Hinges on Immediate MOU Deal
SocialMay 6, 2026

Strait of Hormuz Reopening Hinges on Immediate MOU Deal

According to the @Axios report, the Strait of Hormuz would only re-open "gradually" during a 30-day period of negotiations *if* an initial deal on a single page memorandum of understanding can be achieved in the next few hours/days. https://t.co/Ak6nBF0FRK

By Javier Blas
ADNOC's Second Covert LNG Shipment Routes Through Hormuz
SocialMay 6, 2026

ADNOC's Second Covert LNG Shipment Routes Through Hormuz

Adnoc appears to have discreetly exported another LNG shipment via Hormuz 🇦🇪🚢 Mraweh was empty when it stopped transmitting its location east of Hormuz in April. Then it reappeared today loaded, heading to Japan If confirmed, would be 2nd LNG export via...

By Stephen Stapczynski
EU Electricity Decarbonizes, yet Overall Energy Remains Fossil‑dependent
SocialMay 6, 2026

EU Electricity Decarbonizes, yet Overall Energy Remains Fossil‑dependent

Europe's electricity: 29% fossil fuels in 2024, down from 53% in 2005. But electricity is only 23% of total energy. Buildings: 71% fossil. Industry: 61%. Transport: 93%. And 95% of EU oil and 88% of gas still imported. More in my Nature...

By Jan Rosenow
China’s Quiet Rise Undermines US Strategic Advantage
SocialMay 6, 2026

China’s Quiet Rise Undermines US Strategic Advantage

China has spent years removing what used to be America’s advantage. That changes behaviour. Not just for China, but for everyone around it. You focus on the rock. Russia. Iran. You miss who threw it. This is a snippet from David’s recent podcast episode with Grant...

By David Murrin
Brick Deliveries Surge 27% MoM, Fall 3% YoY
SocialMay 6, 2026

Brick Deliveries Surge 27% MoM, Fall 3% YoY

UK brick deliveries are a useful proxy for new house building starts in the absence of monthly starts data. As expected, deliveries in March 2026 were 26.7% higher than in February but 3.4% lower than a year earlier according to...

By Noble Francis
Compute Futures Inevitable as Financialization Expands
SocialMay 6, 2026

Compute Futures Inevitable as Financialization Expands

Energy futures are nothing new. So Compute Futures will happen. The financialization of everything continues.

By Efi Pylarinou
Norway Revives Old North Sea Fields, Supplies Germany and UK
SocialMay 6, 2026

Norway Revives Old North Sea Fields, Supplies Germany and UK

Norway approves the re-development of three North Sea oil-and-gas fields that were closed ~30 years ago. After redeveloping, the fields will pump gas and light oil. The gas will be sent to Germany and the light oil to (irony of the...

By Javier Blas
Same‑store Sales Hit 4‑year High at 7.8% YoY
SocialMay 6, 2026

Same‑store Sales Hit 4‑year High at 7.8% YoY

Same-store retail sales grew 7.8% YoY in the week ending May 2 (7.7% prev), a fresh +4-year high.

By DailyChartBook
China’s Wind Surge Outpaces Global Capacity, Proves Prescient
SocialMay 6, 2026

China’s Wind Surge Outpaces Global Capacity, Proves Prescient

NYT: "Last year, China installed three times as much wind power capacity as the rest of the world combined, even as its turbine exports jumped. The war has made China’s investments in wind look prescient." https://t.co/9AvdVUmIDM

By Michael Pettis
US Gas Prices Break $4.5 per Gallon Mark
SocialMay 6, 2026

US Gas Prices Break $4.5 per Gallon Mark

For the first time since 2022, US gasoline average retail price tops $4.5 per gallon.

By Javier Blas
BMW Prioritizes Balanced Growth in China Amid Global Expansion
SocialMay 6, 2026

BMW Prioritizes Balanced Growth in China Amid Global Expansion

= While BMW still sees potential for growth in Europe and the US, it’s focused in China on balancing “sales volumes, transaction prices and dealer profitability,” it said in a statement. = Imagine the chart from 2020 -> 2030 Instead of...

By Felix Hamer
Today's 300kW Chargers Already Lag Behind Future EVs
SocialMay 6, 2026

Today's 300kW Chargers Already Lag Behind Future EVs

Congrats @LaChaineEV for making it on 📺 🇫🇷🇫🇷🇫🇷 Isn't it amazing that 300kW chargers today are already on the slow side for many EVs coming out right now, imagine what a highway stop in France will look like in 2035! ⚡️⚡️⚡️ #alwaysbecharging https://t.co/LGE5EvLDJu

By Felix Hamer
Stable LNG FSRU Infrastructure Drives Strong Returns
SocialMay 6, 2026

Stable LNG FSRU Infrastructure Drives Strong Returns

LNG FSRUs: Stable Infrastructure Returns in the Booming Global LNG Market – Top Fleet Owners to Watch Investment case is compelling for top fleet owners (with 6 Charts and a table) Link: https://t.co/UY0J7Gk8Ox

By Anas Alhajji