The world keeps saying coal is dying.

The data says otherwise.

8.77 billion tonnes🥇A new record.

Coal is still the world's single largest source of electricity.

87% of global energy still comes from hydrocarbons.

That massive blue block at the bottom?

China alone consumes more coal than the entire rest of the world combined.

China imports 5.2 mb/d of oil through Hormuz.
China imports 20% of its LNG through the same strait.

Both now disrupted and expensive.

So what keeps China's factories running while Hormuz is closed?

Coal.

India is doing the same.

The "energy transition" narrative looks very different when your oil supply just got cut off.

For half the world, coal it's the backup plan.
And the backup plan just got activated.

UBTECH’s Walker S2 Takes on a Human in a Live Tennis Rally

Russia stops ammonium exports for one month

- Ammonium is a key ingredient in synthetic fertilizer
- Russia controls ~40% of global ammonium trade
- ~24% of global supply went through Hormuz

This compounds an already tight fertilizer market

Reminder:

Synthetic fertilizers support ~50% of global food production... meaning any disruption feeds directly into lower yields and reduced food supply

The longer these shortages persist, the higher the risk of regional food crises and famine.

Lockdowns, CBDC and rationing are coming. Are you ready?

"There are no further shipments 'of kerosene' arriving in the UK"

"Is Europe going to go first and collapse? Is Southeast Asia going to go first and collapse? The global economy, it is a certainty"

Europe remains dependent on the US, particularly SpaceX, for most of its launches and is hampered by significantly lower launch cadence and higher costs compared with the US, as well as a low number of spaceports.

The latest IISS–Europe research paper discusses three models available to European allies and institutions to advance military capacity in space.

1 month Iran war vs stock markets

Isreal: 4.5%
Russia: 2.4%
Saudi: 2.2%
US: -5.4%
Qatar: -6.9%
China: -7.4%
England: -9.1%
India: -10.5%
Germany: -11.5%
Japan: -12.4%
South Korea: -13.5%
UAE -14.5%

18 liquid leaders holding above key 10/20/50/200-SMAs

$SATS - Telecom Services
$GEV - Specialty Industrial Machinery
$INTC - Semiconductors
$AMD - Semiconductors
$MRVL - Semiconductors
$ARM - Semiconductors
$COHR - Scientific & Technical Instruments
$SHEL - Oil & Gas Integrated
$BP - Oil & Gas Integrated
$CAT - Farm & Heavy Construction Machinery
$GLW - Electronic Components
$VRT - Electrical Equipment & Parts
$FCX - Copper
$SNDK - Computer Hardware
$STX - Computer Hardware
$WDC - Computer Hardware
$CIEN - Communication Equipment
$LITE - Communication Equipment

Elon Musk: "We'll have a voltage transformer shortage in a year, followed by electricity shortage."

Elon said this two years ago, and we are now seeing it play out as per the Bloomberg article below.

Transformer prices have doubled from 2020 and lead times stretched from weeks to 1-2 years, so grid connection wait times are measured in years now.

As a result, half of the data centers scheduled for 2026 have been canceled or delayed.

So, compute will remain supply constrained for the foreseeable future and prices will remain elevated.

Cloud providers will sell every bit of capacity they can bring online.

Never been this bullish on hyperscalers.

$AMZN $MSFT $ORCL $NBIS $CRWV

Buffett is a market timer.

This is the worst thing you can think of by looking at his investment history, yet this dares to suggest it.

He doesn’t “time” the market; he positions according to valuations.

When valuations rise, he positions more defensively and deploys the cash when valuations become attractive again.

Naturally, crashes happen mostly when valuations reach unsustainable highs. He doesn’t time these exact moments, sometimes he waits in a defensive position for a long time.

He started positioning defensively in 2024, for instance, and he is still waiting for a deep drawdown to deploy cash.

It’s not “market timing” it’s just plain old positioning.

Meet Guardian, BRINC’s latest product and the most capable 911 response drone ever. Guardian can fly for over an hour, has a 60 mph top speed, 10 lbs of payload capability (enabling full size defibrillator, flotation device, etc. delivery) and an integrated Starlink panel giving it unlimited range anywhere in the world. Its camera boasts a pair of HD thermal imagers enabling 64x zoom on a 1280 resolution thermal feed, a 640x total zoom 4k camera system with low light capabilities, a laser excited phosphor spotlight and a laser rangefinder. An ultra loud speaker that can emit a siren tone 3x louder than a police car is mounted in its airframe. Guardian is really the first DFR drone capable of pursuing vehicles and thereby saving lives by avoiding high speed chases.

When Guardian is paired with Guardian Station, its robotic charging nest, the system robotically swaps batteries and payloads in seconds. Together, these systems push the boundaries of DFR, covering 7x more area, more than doubling uptime and quadrupling time on scene when compared to legacy DFR systems.

Learn more here: brincdrones.com/guardian

Trading journal for data privacy and security

github.com/Eleven-Trading/TradeNote

Evaluates language models on stock trading decisions

github.com/ChenYXxxx/stockbench

MiroThinker: A deep research agent optimized for research and prediction.

github.com/MiroMindAI/MiroThinker

Top 100 24h Gainers 🚀

EDGE        $1.05        +50.14%
ALGO        $0.1207    +12.61%
SEI          $0.0556    +8.24% 
M              $2.70        +7.85% 
QNT          $76.61      +7.14% 

Top 100 24h Losers 🔻

STABLE    $0.0279    -7.01% 
NIGHT      $0.0444    -6.07% 
JST          $0.0617    -3.46% 
XMR          $318.51    -3.30% 
VVV          $7.19        -2.79%

NASA astronauts just proved that even sending an email can be rocket science.

Artemis II astronaut: 'I have two Microsoft Outlooks, and neither one of those are working'

Just hours after launching into the Earth’s orbit, Artemis II Commander Reid Wiseman reported two instances where Outlook on the shuttle’s personal computing devices (PCDs) was not working.

Once an agency (NASA in this case) standardizes on one vendor across thousands of workflows, the spacecraft inherits part of that decision, not because Outlook is sacred, but because compatibility, security policy, training, and support all reward sameness.

To be clear, some temporary bad behavior from Outlook will not impact the mission and, thanks to the power of off-world remote access, the issue was resolved.

FOLLOW THE TIER 2 AND TIER 3 SUPPLY CHAIN NOT THE PRIME CONTRACTORS:

Hidden stocks behind U.S. weapons, naval builds, and critical materials

🔸 SUBMARINES (UNDERSEA / NAVAL SYSTEMS)

• $OPXS
optical sighting systems (periscopes / targeting optics)

• $CODA
sonar imaging (underwater detection / mapping)

• $SYPR
secure electronics + data systems (naval / defense comms)

• $ASTC
sensor payload tech (detection / ISR support)

• $JAGU
nuclear fuel (submarines / strategic energy)

———————
🔸 SHIPS (NAVAL VESSELS / INFRASTRUCTURE)

• $AIRI
precision machined components (structural parts for defense platforms)

• $CVU
structural assemblies (metal frameworks / support structures)

• $SIF
forged components (high-stress metal parts for propulsion systems)

• $CLF
steel plate (naval-grade armor / shipbuilding input)

• $TTI
Iron ore (steel input / defense manufacturing)

———————-
🔸 JETS (AEROSPACE / DEFENSE AVIATION)

• $CVU
airframe structures (fighter / ISR aircraft components)

• $AIRI
engine + landing gear parts (precision assemblies)

• $SIF
jet engine forgings (critical rotating components)

• $AMPG
RF/microwave components (radar, EW systems)

• $LTRX
secure connectivity (IoT / edge comms for defense systems)

• $TTI
iron ore (steel input / defense manufacturing)

———————-
🔸 WEAPONS (MISSILES / DRONES / ELECTRONICS / MATERIALS)

• $SYPR
encrypted comms + cyber systems

• $ECVT
specialty materials (energetics / refining inputs for defense supply chain)

• $USAR
rare earth magnets (missiles, guidance systems, radar)

• $UAMY
antimony (ammo, explosives, military alloys)

• $CDE silver & copper (electronics, conductors, military tech and copper conducting wire)

• $TGB
copper (wiring, electrification of weapons systems)

• $SPIR
pivoted to defense data + ISR (satellite intelligence)

$OPXS/USD H2 #Indicator #Signal #Trading #GlobalOneAI