What a remarkable outcome: the world's largest ever oil supply disruption failed to create a major energy crisis. The IEA said 2026 shock was worst than 1973, 1979 and 2022 together. And yet, the cost of oil, natural gas, electricity and coal never surpassed the previous peaks.

The powers that be in the shipping industry moving forward on the option of nuclear propulsion. A new report studies "the steps required to move nuclear ship port calls from conceptual acceptance to operational readiness." Article link in reply. Key quote: ".....the principal barriers to nuclear ship port calls are not technical, but relate instead to local and international regulatory alignment, governance, risk management integration and public acceptance." In other words, the actual risks of nuclear-powered shipping are not large or unique. The truth is that the environmental impacts and risks of nuclear-powed shipes are far smaller than those of dirty oil-powered ships.

Fields tell you where oil is. Pipelines tell you who controls it. Look at the top map, Fields. The Middle East is dense with red dots, Russia, West Africa, Brazil offshore. The oil is there enormous quantities of it. Now look at the bottom map, Pipelines. The Middle East is nearly empty of red lines. Almost no pipeline export infrastructure. Every barrel leaves by tanker...Through Hormuz. That is the entire vulnerability of the global oil system. Fields without pipes are hostage to shipping routes. Pipes without fields are stranded infrastructure. The countries that have both and control the chokepoints between them hold the structural power in global energy. Right now, one of those chokepoints is closed. And the last important pice is in danger ...shipping🚢 Full analysis in my latest article. Link in the comments 👇

This guy knows what's important in life.

The EU spent a decade virtue-signaling on coal while quietly depending on Russian gas. Energy policy built on moral posturing instead of engineering reality doesn't fail gracefully. It fails in winter.

FACT: More than 90% of the potential energy still remains in spent nuclear fuel. Some advanced reactors under development could consume or even run on this fuel in the future.

In the 1980s, the US produced 80% of global enriched uranium. Today that number is zero -- and we rely on Russia instead! @ScottNolan & @GeneralMatter are solving this crisis; he’s jumpstarting America's nuclear renaissance, and makes us all more bullish on its scale & speed.

Grossi is right to flag the stakes. Thousands of kg of nuclear material in the core means a direct hit or power loss carries catastrophic potential for people and the environment. What stood out was Barakah's response: fast, professional, units stayed online. Growing up watching Pittsburgh's steel infrastructure go dark taught me what baseload failure actually costs. If you're serious about energy security and a real transition, these facilities are non-negotiable. Zero tolerance for attacks, ironclad safety standards, clear policy. No shortcuts.

The winner of this oil crisis is the winner of the last one... nuclear. In response to the Arab oil embargo in the 70s, Japan and France built the 4th and 2nd biggest nuclear fleets, as nuclear is the only energy source dense enough to store years' worth of fuel within a country. I expect energy security to be the defining trend of the coming years, with nuclear at the center of it.

Bill Gates’ “Organic” OrganiPeel Coating Is a REGISTERED PESTICIDE on Your Food! Bill Gates has rolled out an “organic” version of his Apeel coating called OrganiPeel — and you cannot make this up. OrganiPeel is registered as a pesticide with the EPA, yet it still qualifies for the organic sticker. The ingredients label? - Citric acid: 0.66% - Other ingredients: 99.34% (complete mystery — no full disclosure) That “citric acid” is manufactured citric acid fermented from black mold A. Niger. The official warning label says it causes moderate eye irritation. Avoid contact with eyes or clothing. Wear safety glasses before handling. Wash thoroughly with soap and water after handling and before eating, drinking, chewing gum, using tobacco, or using the toilet. You need safety goggles to touch it… but it’s supposedly safe to eat on your produce? Don’t worry — they say it’s plant-based. But so was Agent Orange. Next time you bite into that shiny “organic” fruit or vegetable, ask yourself: What am I really eating? Time to buy local. Farmer's markets. Grow our own.

Despite the fertilizer scare and they hype of an imminent food crisis / famine, the price of wheat, corn and soybean is today LOWER than it was on Feb. 27. But there are two farming stories worth paying attention (and bullish): screwworm detected in Texas and a strong El Niño.

This is classic oversupply, but also - anyone who's been paying attention could tell you that there's been a justified shift towards nuclear energy and away from solar panels, which could have only every been a temporary fix.

The global shipping industry is one of the most polluting on the planet, so any move like this that could take us a step closer to decarbonizing global trade is welcomed and should be multiplied

Ireland has made incredible progress on clean energy for domestic use, but is ill prepared for these amounts. There's also absolutely no reason ordinary people should be paying for these power hungry machines.

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers
 Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals
 Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades
 Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

President Trump is unleashing the American Nuclear Renaissance—aiming to have multiple nuclear reactors critical by July 4th on our nation's 250th anniversary. @SecretaryWright: “This summer you will see multiple next generation nuclear reactors running...America is back!"