Very excited to see @robinwigglesworth.ft.com’s book out in September. I have pre-ordered A Fabulous Debt, of course, and you should too www.penguinrandomhouse.com/books/750210...

Since Iran effectively closed the Strait of Hormuz, countries across Asia have had to limit fuel purchases. Run by a junta and facing civil war, Myanmar is among the hardest hit.

Airlines in crisis mode as Iran war hits jet fuel supplies ft.trib.al/VLegxPg

Horrendous chart crime here, but the numbers matter

Jet fuel prices doubled in a month www.iata.org/en/publicati...

And the fuel charges come to Singapore

@conorsen.bsky.social Schtick

* EXCLUSIVE- QATARENERGY CEO TELLS REUTERS: WE MAY HAVE TO DECLARE FORCE MAJEURE ON LONG-TERM CONTRACTS FOR UP TO FIVE YEARS FOR LNG SUPPLIES TO ITALY, BELGIUM, KOREA AND CHINA @reuters.com

A little something on @halcyonai.bsky.social: we raised our Series A! Read on for more on what we're up to, and where we're going www.axios.com/pro/climate-...

Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.

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

WBAL in Baltimore helping viewers understand the difference between watches and warnings

The national average price of gasoline in the US has reached $3.594/gal, the highest level since May, 2024.

Crude Gone Wild as.ft.com/r/914ff326-4...

BYD is examining options to enter competitive motorsport from the World Endurance Championship to Formula One, a move that would be a rare direct attempt by a Chinese manufacturer to take on a sport dominated by European and US teams. Read more: bloom.bg/4b2WM9V 📷: Lars Baron/Getty Images

Rarely do I see a "of course I'm going to pay to subscribe to this!" that's so obvious and so welcome.

It's wild to me that I just "locked my price" of $3.56/gal on a major c-store app right now... after locking it at $2.68/gal a week ago. expires in 4 days. hedging for free.

Not for nothing did I watch The Man with the Golden Gun last week, nodding along at the Solex Agitator plotline www.bloomberg.com/news/article...

Markets are *very* unhappy about developments in Iran.

19 years ago, a Metro magazine reporter in Washington DC was interviewing bar patrons about the best book they'd read recently. This was my answer in 2007, and 19 years later I'd still put it in my top 5.

Err make that 25c cc: @gasbuddyguy.bsky.social

Patrick is exactly what he says he is. Credible, non-hype information. A very worthy follow these days.

Staggering jump in average diesel prices over the last 168 hours: Texas ⬆️98c/gal New Mexico ⬆️91c/gal North Carolina ⬆️89c/gal Arizona ⬆️89c/gal Tennessee ⬆️87c/gal Mississippi ⬆️87c/gal Georgia ⬆️85c/gal West Virginia ⬆️82c/gal Florida ⬆️80c/gal Louisiana ⬆️80c/gal

with less than an hour until midnight, diesel is on the cusp of breaking a new all-time record- if it does, i'll post details shortly on what record it broke

I would watch an alternate-history version of The Hunt for Red October with Klaus Maria Brandauer as Marko Ramius

Quite the chart from Stripe's annual letter assets.stripeassets.com/fzn2n1nzq965...

China’s solar power generation overtook wind for the first time last year as a boom in cheap panels continues to reshape the country’s grid and climate trajectory

Analysts now expect AI hyperscaler capex to total $667 billion in 2026.

Musing on two great 90s LA movies set up in the hills and how smog is a story feature: Get Shorty: “they say the smog’s the reason we have such beautiful sunsets” The Limey: “you could see the sea out there, if you could see it” LA smog: not what it used to be!

Happy lunar year, everyone. Obligatory linguistic IYKYK meme

Reflections on a Boom hubs.la/Q042JDJ70

Five tech companies are on track to spend $700B on AI infrastructure in 2026 — a one-year commitment bigger (relative to U.S. GDP) than anything except the Louisiana Purchase. In this week’s blog, @nathanielbullard.com steps back to ask what endures after the boom. Read more 👇 hubs.la/Q042JF640

Final EIA-860 is out, and 2025 really did it: 54 GW of new U.S. electric capacity, 96% clean. Solar again carries the offense, and we built more storage in 2025 than the cumulative total through 2023. More and more and more additions... but also record low retirements.

Had to screencap this @shastingssimon.bsky.social @raviam.bsky.social @laughlax.bsky.social @costasamaras.com @shannonosaka.bsky.social Super Bowl moment

Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).

Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).

Asia just puked Silver. Yikes

BREAKING: Tesla is ending the Model S and Model X programs, Elon Musk just announced on Tesla's earnings call techcrunch.com/2026/01/28/t...

So we have a new record peak demand for Vic tonight (and still climbing!)

Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations

US emissions in 2025 were not meaningfully impacted by the federal policy changes in 2025, but we project that those policy changes could have increasing effects in the years to come. Read more in our new note: rhg.com/research/us-...

We’re pleased to announce that @newautomotive.org, a leading think tank working on the transition to electric vehicles, is joining Ember. Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification

Water your tree.

Any hard SF writers out there in search of a truly challenging new locale? arxiv.org/abs/2509.04558

Requiescat in Pace, Claude

Introduce yourself with 5 concerts you've seen: - Pink Floyd - The Indigo Girls - Dave Brubeck - Explosions in the Sky - Morcheeba

Watching cooking shows with the child, engaging in my favorite temperature rubric 0° Fahrenheit: cold 100° Fahrenheit: hot 0° Celsius: cold 100° Celsius: dead 0° Kelvin: dead 100° Kelvin: dead

"One geothermal-startup founder spoke of receiving a call from a potential investor’s adviser, who said, Sorry, the managing partner wants to invest in a blimp company instead." www.newyorker.com/magazine/202...

Did you wake up the day before Thanksgiving and think "you know, my working hours aren't complete without a thorough explainer on the weirdest electrical load day of the year in the US?" Well then, I've got you covered! Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20