Refined Product Prices, Not Crude, Will Drive Demand Collapse
Crude prices aren't what will ultimately drive the necessary demand destruction should the Strait of Hormuz remain closed. That job will fall to refined product prices, the things we as consumers actually consume. Singapore spot jet fuel prices are there already, over $200/bbl https://t.co/hM6Gedo77O
Google Maps Redesign Prioritizes Road Focus over Screen
The new Google Maps redesign aims to keep your eyes on the road, not your screen. https://t.co/P5isju0yu7 #GoogleMaps #TechNews #technology #satnav
Saudi Bypass of Hormuz Spurs Red Sea Supertanker Surge
Supertankers Build Up in Red Sea as Saudi Arabia Races to Bypass Hormuz. The plan and how much the infrastructure can handle. https://t.co/0tUBLK1icp
Jet Fuel Prices Jump 85% Amid Middle East Tensions
This move follows a similar decision by Air India earlier this week, driven by a reported 85% surge in jet fuel prices due to escalating geopolitical tensions in the Middle East.
Tehran’s Real Leverage: Shutting Hormuz, Not Drone Control
Everyone wants a Hormuz EZ-Pass but Tehran's primary leverage is keeping the Strait closed to *all* traffic. It's the total supply flow lost—not the destinations— that ultimately matters. And no guarantee that person with whom you're negotiating is controlling the drones. https://t.co/xNoSi9YCh5
Small‑Cap Investors Mimic Dunkirk, Smuggling Oil Through Hormuz
The Little Ships of Dunkirk except its small cap investors smuggling oil through the Strait of Hormuz https://t.co/grhS8iKYsL
Iran’s Missiles, Not Blockage, Are Hormuz’s Real Risk
Guys, relax, the only risk in transiting the Strait of Hormuz is that Iran will shoot a missile at your ship. Otherwise it's open for transit. An all-time quote from our Secretary of War. https://t.co/kwQ5Ij84KT
Helium Shortage Looms as Qatar Supply Disrupted
Everyone is talking about the impact of closing the Strait of Hormuz on oil and gas. I haven't seen much discussion of the war's impact on helium. Most people think of helium as being a fun gas you use for...
Strait Closure Likely if Conflict with Iran Escalates
Closure of the strait is one of the most obvious possible consequences of conflict with Iran...
Shipping Firms Claim Jones Act Waiver Won’t Cut Gas Prices
U.S. Shipping Interests Say Jones Act Waiver Would Do Little to Lower Gasoline Prices https://t.co/t3xQicEjjv
Brooks Brothers Funds United's Minimalist Amenity Kit Branding
United’s Business Class Amenity Kit Barely Uses the Airline’s Name — Here’s Why Brooks Brothers Is Paying for the Bag - View from the Wing https://t.co/0ZU1h5SAul
Gulf Ship Attacks Lack Western Target Pattern, Disrupt All Vessels
Gulf Ship Attacks Show No Pattern of Western Targeting as Strikes Spread Beyond Hormuz. Any ships attacked bring things to a standstill. https://t.co/h4vsx1OV11
Gulf Flight Recovery Far From “Back to Normal”
The truth about flights in and out of the Gulf.... don't believe this 'back to normal' BS... https://t.co/fRkhwK4Bru
Expanding Billy Bishop Airport Is Vibes‑Based Mistake
Had a blast dipping back into the literature underpinning AEROTROPOLIS to explain to The Globe and Mail's Alex Bozikovic why expanding Toronto's Billy Bishop is purely vibes-based and would be a mistake. #makepearsongreatagain https://t.co/HdULIlfsVb
Fraudster Hijacked Produce Shipments Using Fake Company Credentials
“In one alleged scheme, Canals used a company's name and email signature block without authorization to contact produce suppliers and request shipments. While the produce was en route, he allegedly diverted the deliveries to a different location and never paid...
Airports Rally for TSA;
Two airports publicly posted on X this week asking people to donate gas and food gift cards, as well as nonperishable food items, for TSA agents. Politicians should not be paid during ANY shutdown.
Extended Hormuz Closure Accelerates Alternative Energy Shift
What are the longer term ramifications of an extended closure of the Strait of Hormuz? Growth in alternative energy sources? What else?
Honda Abandons EVs, Faces $15.7B Cost as Startups Surge
"Honda Scraps Plans for E.V.s While Start-Ups Forge Ahead" https://t.co/UTDXx2aZBk "Honda said it expected the cost of switching direction on electric vehicles to total 2.5 trillion yen, or $15.7 billion, this year and in years to come" 😲 https://t.co/4OREGNQjqN
Suspending Jones Act Could Lower U.S. Fuel Costs
"What the Jones Act does and how a Trump suspension could affect fuel prices" https://t.co/goGJwDm2EN https://t.co/s2CTtPeu6A
Block Iran's Oil Ports to Cripple Regime, Open Hormuz
Iran is a one-trick pony. It exports oil. Those exports pay for everything else, including its military. Shut down its oil exports and Iran implodes. Iran's ports need to be blockaded immediately. That's the fastest way to open up the...
More Business Seats Push Luxury Travelers Toward First Class
Idly wondering if the airlines’ expansion of business class to half the plane makes a certain kind of person more likely to buy First Class instead.
Ryanair Leaves Families Waiting over 2.5 Hours without Care
@Ryanair well over 2.5 hours late for departure and still sat on the plane waiting - why no duty of care (>2 hours) water or snacks ?!? ( a no from staff). Children and families on this flight. Really not...
Iran's War-Era Oil Exports Surge, Prices Likely Drop
According to this excellent @WSJ story, Iran is today exporting more oil than before war broke out. That’s insane. First order of business for the US Navy is to stop any and all ship traffic out of Iran. That won’t...
Tech Trends: InsurTech, Humanoids, Autonomous Ride‑Sharing Disruption
I've just released my weekly wrap-up. 1️⃣ A VC perspective on an InsurTech unicorn 2️⃣ Is there a market for humanoids? 3️⃣ How autonomous vehicles are disrupting the ridesharing economy 👉 https://t.co/SMTgDQZxBM — fgtrends
China's February Passenger Car Sales Plunge 25%
China’s Auto Sales Drop as Demand Cools—Retail sales of passenger cars fell 25% in February @ivy_jiahuihuang https://t.co/Frh2Ytf9an https://t.co/Frh2Ytf9an
Ships Claim China Ties to Dodge Iran War Attacks
AP: Some commercial ships near or in the Strait of Hormuz and Persian Gulf have declared themselves as China-linked since the Iran war began, marine traffic data show, as their operators apparently try to reduce risks of being targeted in...
Pentagon Blindsided by Iran's Strait Closure, Planning Oversight
The stories that the admin/pentagon was blind sided by Iran closing the strait is the most outrageous oversight I have ever seen in war planning if true.
2026 Ram 1500 Marries Tech, Comfort with Classic Utility
The Ram 1500 has a long history as a utility truck, but recent generations have emphasized both tech and comfort. Here's my experience after a week behind the wheel of the 2026 Ram 1500 Big Horn Crew Cab... https://t.co/cYl9Jz0NAR #trucks #ram1500...
Track Upkeep Costs $60k per Mile, Hinting Massive Build Expense
Union Pacific spends ~$2 billion annually on track maintenance, which works out to about $60,000 per mile. If that's just the maintenance cost, imagine what it suggests the cost would be to build another from scratch.
US Licenses Russian Oil Sales Amid Iran War Profits
NEW: US Treasury issued a general license for the delivery and sale of Russian oil loaded on vessels as of March 12. Moscow continues to be the single largest beneficiary of the Iran War. https://t.co/oVlT1gzuuN
Lucid CFO Discusses Robotaxi Economics in First Interview
Lucid CFO on the show tomorrow. Believe its the first interview he's done since joining Lucid. Very interested in Robotaxi economics from Lucid's POV. Welcome your questions
KC-135 Tanker Crashes in Iraq; Rescue Ongoing
KC-135 Tanker Crashes In Iraq During Operation Epic Fury Sortie U.S. Central Command says two aircraft were involved in the incident and that a search and rescue effort is currently underway. https://t.co/kNmwYcORgp
Discussing the State of Freight on NewsNation
Will be on NewsNation - the Hill on 15 minutes to talk about the State of Freight
Low Inventory, High Turn Boost Freight Demand Outlook
The LMI is signaling low inventory, high turn retail supply chains. This bodes extremely well for freight carriers, as it means that we will either see: more inventory build in supply chains with slower turns (good for carriers) or a...
Iran Keeps Flooding Strait of Hormuz with Oil
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
Pilots Report Turbulence Nationwide Despite Smooth Flight Promises
Pilot “we have a smooth flight ahead today for you” Actual reports from pilots across US today: https://t.co/JSJaee4rf7
Future of Rail: C‑Suite Leaders Shape Next Decade
Trains is hosting its first in-person B2B event about the Future of Rail: The next decade in Chattanooga on July 28, 2026. We are working on an unbelievable lineup of C-suite speakers and senior leaders to discuss the future of...
NYC Teens Ride Late Subway Safely, Defying Safety Myths
thousands of NYC teenagers ride the subway after 7PM every day and in fact they are quite safe... @SecDuffy
Board Appointments Aren’t Guarantees—Stay Engaged, Advocate.
This is a hilarious report from the MARTA Board meeting today, and a sobering reminder that just because someone has been appointed to a City board or committee, that doesn't mean they're particularly qualified or productive (if I get real...
How to Unpair Your Phone From Genesis Infotainment
There's a lot to like about the modern Genesis auto design, but with its own infotainment system, it's not so easy to unpair a smartphone. Here's how to do it, step-by-step: https://t.co/OWRZSA580N #cars #auto #genesis @genesisUSA https://t.co/e93ONmrk4Z
Oil Price Spike Won’t Slash Consumer Goods Volume
We've been looking at scenarios on the total volume of goods pumped through the economy, based on current geopolitical developments: Our general view is that the impact of high oil prices isn't as dramatic as one would initially fear in...
Diesel Spikes 32%, Threatening Higher Consumer Prices
Gas prices are up 22% in the past month, but that's for regular unleaded. Diesel is up 32% -- and that's a pass-along price that can impact what we pay for lots of goods.
Jones Act Waiver Sparks Shipping Policy Clash Amid Global Tensions
Stand by for the brawl between the pro-Jones Act supporters @AMPmaritime and those who favor repeal @CatoInstitute over this proposed Jones Act waiver. Whenever there is a shipping crisis, you can count on this issue to be raised and @SecretaryWright should...
Rivian's R2 SUV Priced Above $50k Until 2027
Electric-vehicle shoppers will have to wait until at least 2027 for Rivian Automotive Inc. to sell an SUV for less than $50,000. Rivian’s long-promised R2 midsize SUV will start at $57,990 when deliveries begin this spring, the EV maker said Thursday....
Globalist Mole Inside Administration Sabotaged Strait of Hormuz
Not gonna sugar coat this and do not care if it costs me my new Pentagon press credentials and access to this administration. The left smeared my name in a major WAPO hit piece and the right can do the...
90% of Remaining Hormuz Traffic Still Flowing
The Straights of Hormuz are closed? Know~Bull Logistics, Leaders, Innovators, Tech 90% of the 20% that was the volume through the straight is still moving. https://t.co/E7omInSzX4 https://t.co/X0ENIOnzx7
Rivian's Decade: AI-Driven Autonomy Redefines Humanity
Rivian CEO RJ Scaringe: "The next 10 years will be the most important period in human history." The full interview: 2:45 Rivian’s big 2026 moment 4:23 The origin of Rivian 6:25 The pivot that changed Rivian 7:21 Rivian’s core mission 9:06 Obsessing over details 9:57 Why R2...
Emirates Bans Passenger, Leaves Family Stranded in Dubai
Emirates banned a passenger over his ticketing behavior, which is fair enough. The issue is that he's now stranded in Dubai with his family, with limited options to get out. Should the airline make an exception? https://t.co/lwwbgG0iYL
Pilots Tackle Information Overload in Captains Speaking
Dealing With Information Overload as a Pilot - Captains Speaking Ep. 27 #aviation #airplane #pilot #pilotsofinstagram #mentourpilot
Airfares Rise as Jet‑Fuel
Airfares are beginning to climb as jet-fuel prices surge following U.S. and Israeli strikes on Iran, pushing airlines to raise fares and fuel surcharges while warning of more increases if the conflict drags on. Carriers say travel demand remains strong,...