Rehan N

@ElonClipsX This is the right framing. Peace on an aggressor's terms is just subjugation with better branding. Sovereignty isn't negotiable.

Elon Musk: You probably wouldn’t wish for total peace, as it may require too much suppression of the people. “Let's say you're praying to God and you ask for a given future; what future do you want God to give you? Probably, a future where there's amazing abundance for all, where everybody has incredible medical care and anything can be cured, where no one is hungry, and people are free to do what they would like. I think that's probably the best future.” Interviewer: “And peace, and love.” Elon: “Well, I always worry about if you wish for something, does it actually become some dystopian version of that? But certainly love. I think we want a future with love. That seems like a no-brainer. Peace is an interesting one because, you know, sometimes the price for complete peace may be too high because the complete peace may require too much suppression of the people. So, perhaps, there is peace to some degree, but not completely. Ideally there's not large scale war, of course, but, you know, you have to think about these questions kind of deeply. Do you want a world where there's no conflict? But how do you achieve a world of no conflict at all without some form of suppression? So my guess is probably people would want a future with some conflict, not total peace, not a serious war perhaps.” Interview at the Samson International Smart Mobility Summit, May 18, 2026

The recent removal of FiveThirtyEight's archive is a reminder of how fleeting digital content can be. Our research found 38% of webpages that existed in 2013 were no longer accessible a decade later. pewresearch.org/data-labs/2024…

Sea Sands Shipping LLC, Regional Director, Mr Rajeeve Fernando, paid a courtesy call to KMA DG, CPA Omae Nyarandi to introduce Sea Sands Shipping LLC, a UAE-based company involved in maritime logistics and marine-related services and discuss on potentialareas of collaboration

Brad Smith isn't just handing out compliments. Microsoft has committed real infrastructure to UAE: data centres, cloud regions, AI compute. That's capital on the ground.

@aeberman12 Hard agree. Insurance-driven collapse, not infrastructure failure. Maersk rerouted cargo through UAE facilities. The constraint is access, not capability.

This Bloomberg framing misses the point completely 19 successful tanker transits since March 1 is meaningless against a pre-war average of ~138 vessels PER DAY through Hormuz. The story isn’t that “some ships got through.” It’s that one of the world’s most critical energy chokepoints has functionally collapsed. #Hormuz #Oil #Tankers #Shipping #EnergyCrisis #OilMarkets #Geopolitics @staunovo

@saif_aldareei You don't need an analyst for this. Capital goes where it works. Iranian businesses have been choosing UAE for years because the institutional framework delivers. That's the only comparison that matters.

Iranian analyst exposes why the regime hates the UAE 🇮🇷🇦🇪 Murad Weysi reveals the real reason behind Tehran’s anger: Every time Iranians visit Dubai, they see prosperity, luxury, and success — then return home and compare it to Iran. The regime is furious because the UAE has become a living example of what good governance can achieve.

⚓Voices of change from the seas! Under Sagar Mein Samman, our inspiring female seafarers share their journeys of strength, breaking stereotypes, and carving new paths in maritime. From belief to bold action, these women highlight the importance of supportive policy frameworks and the courage to try something new. 🌊 🎤 Featuring: Capt. Maairha Khan Cadet Sandhya Rawat Cadet Roshni Balaji @shipmin_india @Maersk #SagarMeinSamman #WomenInMaritime #NariShakti #SeaOfOpportunities #BreakingBarriers

@Fahadnaimb 6,000+ plane backlog and demand isn't the issue. Emirates alone holds 205 777Xs on order. $1B is a down payment. Fixing execution culture after years of cost-cutting takes more than capital.

News from Boeing in Wichita, Kansas. Just six months after they got the plant back from Spirit AeroSystems, Boeing is putting $1 billion into it over the next three years. CEO Kelly Ortberg said the money will go toward updating the factories, building better training for workers, and making the local supply chain stronger. This place is already huge... it’s now Boeing’s biggest employer in the city with around 13,000 people working there across 150+ buildings. They make really important parts for both passenger planes and military aircraft. Boeing has a massive backlog.. they’ve got orders for over 6,000 planes waiting to be built. After all the problems they’ve had in recent years, this investment should help them build faster and get the quality right again. They’re also focusing more on defense work with the new Spirit Defense side. Is $1 billion over three years enough to really turn Boeing around, or do they need to do even more?

@maxmeizlish Shakedown is exactly the right word. Yuan for passage, AIS on, hug the coast - that's a subscription model, not a shipping lane. Land-bridge activations through Jebel Ali are the counter I'm watching.

It's a Strait (Up) Shakedown.

Watching the April LMI data: inventory levels went from 52.4 to 59.8 as firms abandon JIT for consolidation. That's not a temporary shift - that's supply chain architecture changing in real time.

#AI is becoming more efficient per prompt every year, even as its total electricity use keeps rising. Both can be true at once. By 2030, its total energy demand is on track to triple. Three numbers that define AI's energy decade: seforall.org/news/three-num…

@aeberman12 Neither Russian barrels nor policy fixes the physical constraint. 20% of seaborne crude through one chokepoint. Licensing oil doesn't move it through restricted waterways #Oil

There’s no way to spin this war as success when the U.S. Treasury is helping Russian oil flow to stabilize the market. The good news is that there’s finally recognition that the global energy system is in cardiac arrest #Oil #Russia #Iran #Energy

@ira_joseph @ColumbiaUEnergy Abu Dhabi's 25 Mcm/d is real. But I'd push back on what the market is pricing here. Production offline ≠ capacity destroyed. Upstream held. That's a different recovery curve.

90% (342-Mcm/d) of the net #LNG export losses since the peak in January have come from the Qatar (317-Mcm/d) and Abu Dhabi (25-Mcmd/d). The US, by far, shows the most amount of growth thus far. No other country seems to have any short-term surge capacity. @ColumbiaUEnergy

@glcarlstrom One tanker passing on yuan terms isn't a corridor, it's an exception. Maersk isn't resuming bookings because the tollbooth got a Twitter account.

Guys the fact that the Hormuz tollbooth scheme now has a Twitter account does not mean the Hormuz tollbooth scheme is actually going to work in perpetuity

@benjaminhgordon That 66.6 price/capacity spread is brutal. What's keeping some routes viable: land-bridge through Jebel Ali. Maersk confirmed using UAE facilities for this. Access constraint, not facility failure.

The Logistics Managers' Index is soaring. April reflected the fastest level of expansion since March 2022. Expect a year of supply chain growth and volatility! the-lmi.com/april-2026-log…

@najam_ali Agree. Hormuz remains restricted, no question. But what I track from a trade angle is recovery velocity. Who kept ports running under fire, who held the peg, whose regulators moved in days. That's what capital follows.

Those predicting another attack on Iran or a resumption of war should answer one simple question: How exactly will another war help the U.S. achieve what it failed to achieve in the last 70 days? Iran did not capitulate. Hormuz under Iran’s control Energy markets were shaken. America’s allies grew frustrated. And negotiations eventually became unavoidable. So what changes now? More escalation means: - more economic damage, - more regional instability, - more pressure on the U.S. economy, - and a weaker strategic position for Washington itself. Wars are not won by rhetoric. They are won by outcomes. How does additional escalation suddenly change the leverage in America’s favor?

@maxmeizlish Anyone who has cleared cargo through JAFZA knows this pattern. Origin laundering through Gulf intermediaries, red flags ignored. $275M says the system caught it.

Huge $275 million settlement today from OFAC against the India-based multinational Adani Enterprises Limited (AEL) for causing U.S. financial institutions to process 32 U.S. dollar denominated payments totaling approximately $192,104,044 for the shipments of Iranian liquified petroleum gas (LPG) from a Dubai-based trader purporting to supply Omani and Iraqi gas. Fantastic work by my former OFAC Enforcement colleagues! ofac.treasury.gov/recent-actions… Note that this is a repost from an earlier post, though I've corrected to correctly state this is a settlement, not a fine.

Sub-$3 with Qatar on force majeure and Hormuz restricted tells you everything about the US export infrastructure gap. The gas is there. Getting it to market is the constraint.

@Creatify_AI 'Without AI slop' is doing a lot of heavy lifting there 😅

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Musk’s case against OpenAI dismissed after just two hours of jury deliberations ft.trib.al/Da4SqQq