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π¨π Global One SI - Prompt
π¨Ukraine just hit a Chevron-chartered tanker with a drone near Russia's Black Sea oil hub. All crew safe, no critical damage but the signal is unmistakable: Western-chartered ships loading at Russian-controlled terminals are now in Ukraine's crosshairsπΊπ¦π’οΈβ‘β¦
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Ukraine's Defense Forces just struck another 15 Russian shadow fleet tankers.
That is capacity coming off the water, on top of the strikes on Iran's strait arsenal.
2 separate supply shocks, same week, same direction.
That is capacity coming off the water, on top of the strikes on Iran's strait arsenal.
2 separate supply shocks, same week, same direction.
π₯1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
There's a small Indonesian island called Karimun that's quietly become one of the key relay points for Russian fuel heading into Asia.
Bloomberg tracked around $1.6B worth of Russian diesel, fuel oil and naphtha flowing through it, the oil arrives from ports like Tuapse and Ust-Luga, gets stored and blended at Karimun, then re exports on to Singapore, Timor Leste and Myanmar as "regional" product.
Russia's fuel oil shipments to Indonesia alone jumped from 100,000 tons in all of 2024 to 500,000 tons in just Q1 2025.
Indonesia has now locked in a deal for 150 million barrels of Russian crude and products through the end of 2026.
None of this is under Western sanctions Indonesia, like India and China, isn't bound by the EU embargo. Karimun just makes the trail a little harder to follow once the product moves downstream.
Bloomberg tracked around $1.6B worth of Russian diesel, fuel oil and naphtha flowing through it, the oil arrives from ports like Tuapse and Ust-Luga, gets stored and blended at Karimun, then re exports on to Singapore, Timor Leste and Myanmar as "regional" product.
Russia's fuel oil shipments to Indonesia alone jumped from 100,000 tons in all of 2024 to 500,000 tons in just Q1 2025.
Indonesia has now locked in a deal for 150 million barrels of Russian crude and products through the end of 2026.
None of this is under Western sanctions Indonesia, like India and China, isn't bound by the EU embargo. Karimun just makes the trail a little harder to follow once the product moves downstream.
π1
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Your positions, 2 minutes after placing the buy order
π¨ BOJ HAS STARTED TO STRENGTHEN THE YEN
And it's something that will impact every asset holder.
Today, Japan's Finance Minister Satsuki Katayama said that Japan is seeking to encourage its Government Pension Investment Fund to boost investment in domestic assets.
She also hinted at "yen repatriation," where Japanese investors, corporations, and institutions sell foreign assets to convert them back into Japanese yen.
Currently, Japan has over $1T+ in foreign assets, and their goal is to sell them for yen.
Most of these foreign assets are T-bills or USD, which means selling them could spike the US bond yields.
Additionally, this action will trigger a yen carry unwind similar to the one in August 2024, which rattled the markets.
And it's something that will impact every asset holder.
Today, Japan's Finance Minister Satsuki Katayama said that Japan is seeking to encourage its Government Pension Investment Fund to boost investment in domestic assets.
She also hinted at "yen repatriation," where Japanese investors, corporations, and institutions sell foreign assets to convert them back into Japanese yen.
Currently, Japan has over $1T+ in foreign assets, and their goal is to sell them for yen.
Most of these foreign assets are T-bills or USD, which means selling them could spike the US bond yields.
Additionally, this action will trigger a yen carry unwind similar to the one in August 2024, which rattled the markets.
β1
π¨π Global One SI - Prompt
ChatGPT Work is why white-collar work is cooked. Not because every office job disappears tomorrow. Because the core loop of office work is now being absorbed: read the docs, understand the context, write the report, build the slides, answer the email, checkβ¦
βSo you get paid $150K/yr just to forward emails from your boss to Claude, and then send those responses back to your boss?β
π¨π Global One SI - Prompt
βSo you get paid $150K/yr just to forward emails from your boss to Claude, and then send those responses back to your boss?β
The weirdest part of AI abundance is that people may stop respecting effort before they learn to respect judgment.
What should count as talent when output is cheap?
What should count as talent when output is cheap?
π¨π Global One SI - Prompt
Both Elon Musk and Demis Hassabis has said robotics is bottlenecked by hands and robots will not become useful until hands improve massively. And now 1X Technologies is preparing to reveal a robotic hand that may surpass human finger control. The big dealβ¦
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Such brilliant piece of engineering work.
The new humanoid hand for NEO from 1X.
Most robot hands fail because they move, but they do not properly feel contact.
- 1Xβs answer uses low-ratio tendon drives, so outside forces travel back through each joint. The motors sit in the forearm, pulling tendons through the wrist like biological muscle.
This keeps the fingers light, lowers impact energy, and still allows strong gripping.
- The hand has 22 actuated finger and palm axes, plus 3 wrist axes. Those joints are not spread evenly, because the thumb carries much of human dexterity.
- A real opposing thumb is so needed, because grasping is mostly about control, not squeezing.
- Closed-loop proprioception gives NEO pose and effort data without using cameras.
- Tactile skin adds contact, pressure, and shear, so slipping objects can trigger fast corrections.
- IP68 sealing and food-safe materials mean the same hand can work near water.
- Backdrivable fingers also make impacts less dangerous, because the mechanism yields under force.
- 1X says full finger assemblies have survived millions of cycles during validation.
- Hundreds are already built, with capacity planned for 10,000 hands this year.
- The interesting part is the data loop. Every grasp can now return force, pose, contact, and slip signals for robot learning.
That makes NEO more like a measuring instrument.
The new humanoid hand for NEO from 1X.
Most robot hands fail because they move, but they do not properly feel contact.
- 1Xβs answer uses low-ratio tendon drives, so outside forces travel back through each joint. The motors sit in the forearm, pulling tendons through the wrist like biological muscle.
This keeps the fingers light, lowers impact energy, and still allows strong gripping.
- The hand has 22 actuated finger and palm axes, plus 3 wrist axes. Those joints are not spread evenly, because the thumb carries much of human dexterity.
- A real opposing thumb is so needed, because grasping is mostly about control, not squeezing.
- Closed-loop proprioception gives NEO pose and effort data without using cameras.
- Tactile skin adds contact, pressure, and shear, so slipping objects can trigger fast corrections.
- IP68 sealing and food-safe materials mean the same hand can work near water.
- Backdrivable fingers also make impacts less dangerous, because the mechanism yields under force.
- 1X says full finger assemblies have survived millions of cycles during validation.
- Hundreds are already built, with capacity planned for 10,000 hands this year.
- The interesting part is the data loop. Every grasp can now return force, pose, contact, and slip signals for robot learning.
That makes NEO more like a measuring instrument.
π’WTI, Brent Crude Oil, NGAS Trading π
New Russian joke: A Russian man is waiting in line at the gas station. "I've had enough," he tells his wife. "Stay in line, I'm going to shoot Putin." After two hours, he returns and gets back behind the wheel. His wife asks him, "Did you shoot him?" Andβ¦
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Another oneβ¦.
Reports indicate a fire near Russiaβs Moscow Oil Refinery this morning
Reports indicate a fire near Russiaβs Moscow Oil Refinery this morning
π₯1
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For 10 years the world believed there was one way to reuse a rocket: land it upright on its engines, the way SpaceX does. Today China refused to copy it, and pulled off something SpaceX never managed on a first flight. It caught the rocket instead.
The Long March 10B lifted off from Hainan, China this morning, and about 6 minutes later its first stage came back down toward a 25,000-ton ship at sea. It did not land.
Hooks on the falling booster snagged a net of tensioned steel wires strung across the deck, the wires riding robotic rails that slid into place to meet it. No landing legs. No touchdown. A rocket plucked out of its own descent by a moving net, on the maiden flight of a brand-new vehicle.
No one handed China this. SpaceX guards its rocket tech as βtrade secretsβ, not βpatentsβ, precisely so it cannot be read and copied.
China watched a decade of public flights and then built an entirely different machine to reach the same prize, catching instead of landing, which sheds the heavy legs and spares the fuel a soft touchdown burns to hover.
And this was never about cheaper satellites, though it delivers those too, feeding the thousands of birds in China's Starlink rival.
Its deeper purpose is the Moon. That booster shares its core with the rocket meant to land Chinese astronauts on the lunar surface by 2030. In the same season, America's own Moon rocket, Starship, has flown 12 times and still has not shown the single maneuver its lunar plan depends on.
One flight does not dethrone SpaceX. It has landed hundreds. What ended today is not SpaceX's lead. It is Uncle Samβs belief that it owns the only road to the Moon.
The piece works out which way of coming home actually wins.
The Long March 10B lifted off from Hainan, China this morning, and about 6 minutes later its first stage came back down toward a 25,000-ton ship at sea. It did not land.
Hooks on the falling booster snagged a net of tensioned steel wires strung across the deck, the wires riding robotic rails that slid into place to meet it. No landing legs. No touchdown. A rocket plucked out of its own descent by a moving net, on the maiden flight of a brand-new vehicle.
No one handed China this. SpaceX guards its rocket tech as βtrade secretsβ, not βpatentsβ, precisely so it cannot be read and copied.
China watched a decade of public flights and then built an entirely different machine to reach the same prize, catching instead of landing, which sheds the heavy legs and spares the fuel a soft touchdown burns to hover.
And this was never about cheaper satellites, though it delivers those too, feeding the thousands of birds in China's Starlink rival.
Its deeper purpose is the Moon. That booster shares its core with the rocket meant to land Chinese astronauts on the lunar surface by 2030. In the same season, America's own Moon rocket, Starship, has flown 12 times and still has not shown the single maneuver its lunar plan depends on.
One flight does not dethrone SpaceX. It has landed hundreds. What ended today is not SpaceX's lead. It is Uncle Samβs belief that it owns the only road to the Moon.
The piece works out which way of coming home actually wins.
π¨π Global One SI - Prompt
For 10 years the world believed there was one way to reuse a rocket: land it upright on its engines, the way SpaceX does. Today China refused to copy it, and pulled off something SpaceX never managed on a first flight. It caught the rocket instead. The Longβ¦
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π LOL Elon is cooked!
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β»οΈπ Today, three first-stage recovery architectures coexist worldwide:
π¨π³ Capture by hook on tensioned cables, above a maritime platform (Long March 10B).
πΊπΈ Landing on deployable legs, on a barge at sea or a land-based landing pad (Falcon 9, New Glenn).
πΊπΈ Capture by robotic arms, directly on the launch tower (Starship).
π Three different technical architectures, but the same objective: to maximize launcher reuse and reduce the cost of access to space.
π¨π³ Capture by hook on tensioned cables, above a maritime platform (Long March 10B).
πΊπΈ Landing on deployable legs, on a barge at sea or a land-based landing pad (Falcon 9, New Glenn).
πΊπΈ Capture by robotic arms, directly on the launch tower (Starship).
π Three different technical architectures, but the same objective: to maximize launcher reuse and reduce the cost of access to space.
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"What you cannot avoid, just welcome it" Chinese proverb
πΏ1
China Is Closing the Space Technology Gap π¨π³π
China has recovered an orbital-class reusable booster at sea for the first time
The Long March 10B launched from Hainan and returned to a floating recovery platform using a controlled descent and capture system
That matters because reusable rockets are one of the biggest cost advantages in space
Until now, the US had the clear lead
China is now proving it can compete
But the bigger story is the supply chain behind the rocket
The space economy depends on critical materials
πΉ Gallium for solar arrays and radio frequency systems
πΉ Graphite for satellite support and thrusters
πΉ Titanium for rocket structures and booster cases
πΉ Rare earths for gyroscopes and advanced electronics
πΉ Rhenium for high-temperature combustion systems
πΉ Helium for cryogenic systems
πΉ Oil for rocket fuels and lubricants
China already dominates several of these inputs
Now it is moving up the value chain from materials to reusable launch systems
The space race is no longer just about rockets
It is about who controls the materials, manufacturing and recovery technology behind them
China has recovered an orbital-class reusable booster at sea for the first time
The Long March 10B launched from Hainan and returned to a floating recovery platform using a controlled descent and capture system
That matters because reusable rockets are one of the biggest cost advantages in space
Until now, the US had the clear lead
China is now proving it can compete
But the bigger story is the supply chain behind the rocket
The space economy depends on critical materials
πΉ Gallium for solar arrays and radio frequency systems
πΉ Graphite for satellite support and thrusters
πΉ Titanium for rocket structures and booster cases
πΉ Rare earths for gyroscopes and advanced electronics
πΉ Rhenium for high-temperature combustion systems
πΉ Helium for cryogenic systems
πΉ Oil for rocket fuels and lubricants
China already dominates several of these inputs
Now it is moving up the value chain from materials to reusable launch systems
The space race is no longer just about rockets
It is about who controls the materials, manufacturing and recovery technology behind them