(((Alex Gilbert)))

An executive order from the Trump administration on deep sea mining is imminent. It could jumpstart a $100 billion U.S. industry. ft.com/content/2205fc… Seabed resources represent a strategic imperative for securing supply chains independent of China and rebuilding industrial power. The EO promises to assert American sovereignty to mine in the High Seas, fast track licensing, and create a stockpile of seafloor resources.

@BrewerEricM @GregPriddy1 They have pretty clearly shown they dont need nukes for existential self defense if they can just target Hormuz

One new problem with the “spot hits” theory (also known as “mowing the grass”) is that Tehran now knows that it can effectively control the Strait of Hormuz with significant U.S. forces present. So assuming we get a ceasefire and the Strait reopened, what’s to stop them from threatening to close it again in response to “spot hits” in the future? And we’d presumably have far fewer forces in the region to deal with it. Unlike retaliation via missiles, drones, and proxies (all now weaker, and proven largely unsuccessful at deterring US and Israeli action the last few years), controlling the Strait has clearly got our attention, and Iran has proven it’s willing to do it.

Excited to share our latest paper in Environmental Science: Advances, with @saleem_ali and Aiden Kuo. We argue the deep-sea mining debate needs a systems-level framework to compare oceanic and terrestrial sources of battery metals. #CriticalMinerals pubs.rsc.org/en/content/art…

Futures open, Brent front month up to $115. Getting close to its wartime highs. #OOTT

🚩🚩While everyone is talking about Trump’s jawboning of oil prices, Saudi Arabia have managed to re-route 7mb/d through the East West pipeline! It’s now at full capacity (7mbd) Volumes were 1.5-2mbd before the war. If this was not happening prices would be a lot higher Latest from our brilliant energy team ⬇️ bloomberg.com/news/articles/…

@CrainTim @colinake 🌜

Very excited about what we're seeing from NASA today. Lot's of areas we're excited to engage in from expanded CLPS (we're the first commercial company to land on the Moon and have the two landings closest to the Lunar South Pole), to the Moonbase, to comms/nav infrastructure, LTV mobility, RTG power and more. Let's go! #adlunam

To build a sustained human presence on the Moon, we are building @NASAMoonBase, prioritizing surface operations and scalable infrastructure.  - Frequent robotic landings and mobility testing including MoonFall drones  - Starting in 2027 nearly monthly cadence of equipment and rovers with scientific payloads landing on the Moon.  - Investments in power, communications, and surface mobility  - Scalable infrastructure to support long-term human presence The objective is clear: build the foundation for an enduring lunar base and take the next step toward Mars.

NEW: In a letter to employees, United CEO Scott Kirby says the airline is prepping for oil to hit $175/barrel & “doesn't get back down to $100/barrel until the end of 2027.” United is shaving 3% of off-peak flights - “think redeyes, Tues/Wed/Sat flying” - this spring & summer.

Looking forward to another major oil and gas production boom in the US

Unfortunately, this might be the bad scenario where a large and abrupt decline in oil consumption causes a collapse in human well being, instead of some EV utopia. So technically peak oil theory is still wrong

Oddly enough, depending on how you measure February/March, the world may have just hit peak oil

The Brent-WTI spread is going to get crazy in the next two weeks

Probably worth sharing a thread or a piece but im not sure anyone has a sense of how to analyze this, let alone provide clear prognostications

Reupping this as the continued Hormuz chaos seems increasingly likely to drive oil above $200/barrel, followed by years of hydrocarbon market chaos

WtH is a textile?

#NRCNews: We've issued the first commercial reactor construction approval in 10 years for TerraPower's Kemmerer Power Station in Wyoming. nrc.gov/sites/default/…

Just to call it now, don't be surprised to see a $2xx handle before this is all done.... nor to see a $2x handle on the rebound lol

Like when does market pricing fail? The elasticity of demand is so high and we might lose 20% of supply? Like what? Short term prices can control single digit demand, but 10%+ declines....

Um, has anyone actually run the scenario where the Straits closed, more or less indefinitely? Love me some shale and US Navy, but long term blocked straits is now >0%

@SebastianCaliri @AdamMeier20 @JTLonsdale Would this just expose AI companies to medical malpractice suits? Don't see an easy way around and getting doctors malpractice insurance for a bot

Over the past month, we (@AdamMeier20, @JTLonsdale) have been working on a state bill that would permit AI to practice medicine - prescribing, diagnosing, referring, and ordering - with some oversight and guard rails. We want the technology community to be able to solve important problems for society, and there are few matters bigger than access and cost of healthcare. We have sought feedback from different groups, but are eager to hear from more builders: does this let you harness AI for the biggest impact on the US healthcare system? We are eager to hear from states as well: what healthcare problems and patient populations are most in need? Done right, this bill should be a win for patients, taxpayers, physicians, and governments. AI should benefit ordinary Americans. Tell us what we got right, what we got wrong, and where we should go from here. We will still need federal clarity on clinical AI, but states will be important stakeholders in any regulatory regime. Reimbursement will be a topic for future discussion too.

@Jacobsklug @openclaw @Lovable OS

I'm giving away my entire @openclaw architecture. Behind my $250k/month agency. After weeks of building, I've dialled in the exact system that runs my business 24/7. What's included: • Memory folder structure (how to organize agent context) • Cron job templates (daily briefs, meeting syncs, content automation) • How to build a custom dashboard in @lovable • API reference doc (so your agent never forgets its tools) • Voice training method (85 posts to teach it your style) • Supabase schema for dashboard connection Comment "OS" and follow. I'll DM it to you. P.S. This will probably blow up so give me some time to reply.