Nathaniel William Horadam's Avatar

Nathaniel William Horadam

@horadam.bsky.social

Mostly energy, supply chains, and transportation. Toto and Art Deco enthusiast. Still a MENA student at heart. Onward, Rocinante!

2,169 Followers  |  331 Following  |  1,843 Posts  |  Joined: 13.11.2024
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Posts by Nathaniel William Horadam (@horadam.bsky.social)

Look man, it’s the Underpants Gnomes’ world now and we’re just living in it.

03.03.2026 02:46 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Step 1: Waymo dials up aggressiveness to compete with human ridehail drivers.
Step 2: Waymo puts human ridehail drivers out of work.
Step 3: Regulators tell Waymo it needs to obey traffic laws, including speed limits, to a T, or lose its license to operate.
Step 4:

03.03.2026 02:40 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I know this is as futile as Milton Friedman trying to reclaim the word β€œliberal” back in the day…but for the love of G-d these are not conservatives. They’re revanchists, reactionaries, and Christian nationalists.

They’re not trying to conserve anything.

03.03.2026 01:19 β€” πŸ‘ 12    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

I’ll take the under.

03.03.2026 00:15 β€” πŸ‘ 11    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0

I resent this unwarranted attack on Lauriol Plaza.

03.03.2026 00:05 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Suspending the federal gas tax due to an unconstitutional war of choice should do wonders for the current surface transportation reauth bill negotiations.

02.03.2026 23:37 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

Damn AI videos.

02.03.2026 19:58 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Welp. Yeah, deleting. (Point still stands though.)

02.03.2026 19:58 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Exclusive | Trump Administration to Drop Defense of Law Firm Sanctions The Justice Department is expected to drop its appeals of four trial-court rulings that struck down the president’s actions against Jenner & Block, WilmerHale, Perkins Coie, and Susman Godfrey.

sure is just as well that no big name law firms immediately capitulated to these unlawful actions, thus signalling both their cowardice *and* incompetence.

www.wsj.com/us-news/law/...

02.03.2026 19:14 β€” πŸ‘ 270    πŸ” 59    πŸ’¬ 6    πŸ“Œ 0

live look at @conorsen.bsky.social

02.03.2026 18:48 β€” πŸ‘ 17    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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US struggling to de-risk Congo's 'war zone minerals' even after pact, sources say The U.S. has made progress in its push to prise Congo's strategic minerals from China's orbit, but conflict, contested licences and compliance demands are still slowing Washington's advance into a reg...

Oh see I was under the impression when you did a deal it was mission accomplished

www.reuters.com/world/africa...

02.03.2026 18:27 β€” πŸ‘ 2    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0

I just hope everyone is having fun out there.

02.03.2026 17:03 β€” πŸ‘ 10    πŸ” 3    πŸ’¬ 1    πŸ“Œ 0

We’re going to bomb anything worth destroying anyways. What does adding Emirati or Saudi airpower to the mix actually do to make things worse for the Iranians.

Meanwhile, we’re going to run out of interceptors and the wreckage will pile up across these ultimately not-so-thirsty Arab neighbors.

02.03.2026 16:48 β€” πŸ‘ 11    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0
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I've held a fairly contrarian view the past couple of days that Iran’s β€œbomb everyone” approach is less stupid than appears.

Yes, it may conscript other US allies into the conflict. But there’s only so much their extra airpower and ordnance can do.

Meanwhile, inflicting real pain may bear fruit.

02.03.2026 16:44 β€” πŸ‘ 35    πŸ” 4    πŸ’¬ 4    πŸ“Œ 1

Enjoyed getting into my car this morning and not giving a s*** about the price of filling up my tank next time I need to refuel.

02.03.2026 16:31 β€” πŸ‘ 6    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

When you want to avoid β€œgetting exposed to geopolitics,” you move to the office on the body of water that the country on one side of it calls one thing and the countries on the other side of it call another thing, that has multiple wars named after it

02.03.2026 16:25 β€” πŸ‘ 180    πŸ” 35    πŸ’¬ 8    πŸ“Œ 0

Me going back in time to 2009 to tell Middle East Studies major Nathaniel that one day you would be quote-skeeting future me on real estate mogul Donald Trump’s war with Iran…what a world.

Loved β€œNapoleon’s Egypt” by the way.

02.03.2026 16:14 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Ted Cruz, with access to those briefings, said literally the opposite yesterday.

02.03.2026 14:36 β€” πŸ‘ 1855    πŸ” 378    πŸ’¬ 97    πŸ“Œ 13

Need someone to fix this gif up but with De Gaulle

02.03.2026 14:32 β€” πŸ‘ 8    πŸ” 0    πŸ’¬ 0    πŸ“Œ 1

These are the same people running our critical minerals strategy and dealmaking, FWIW

02.03.2026 13:02 β€” πŸ‘ 6    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

If you think the American economy is currently well-positioned to suffer a 20-30% overnight spike in gasoline and NG prices that endures for at least a couple months, I have an immolated Saudi refinery to sell you.

02.03.2026 12:25 β€” πŸ‘ 13    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

Seeing some commentary that a run up to $80 or even $100 oil is nowhere near as bad as what we saw in the 70s or mid-2000s inflation-adjusted.

That completely misses the point. US consumers and businesses have long since indexed to lower nominal prices and are less equipped to absorb the spike.

02.03.2026 12:22 β€” πŸ‘ 11    πŸ” 0    πŸ’¬ 3    πŸ“Œ 0

Reza Pahlavi, very much alive:

02.03.2026 02:59 β€” πŸ‘ 66    πŸ” 13    πŸ’¬ 1    πŸ“Œ 0
02.03.2026 03:05 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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Aluminum Jumps as Middle East War Threatens Supply Disruptions Aluminum climbed on concerns that critical supply routes for Middle Eastern producers will be disrupted by conflict in a region responsible for a significant share of global output.

This is the other one I was wondering about. Global aluminum production is pretty diversified, but the Gulf States are still about 6% of global production (and closer to 15% of ex-China production).

www.bloomberg.com/news/article...

02.03.2026 02:29 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

No he won’t. Because Susan Collins is going to survive yet again.

02.03.2026 02:18 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

This Iranian regime has been a disaster going on nearly 50 years, but the Pahlavis got everything they deserved.

50 years of their own ruthless dictatorship. Exile suits them well.

02.03.2026 00:25 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I didn’t think it could get stupider.

It’s about to get much stupider.

02.03.2026 00:22 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Post image 02.03.2026 00:18 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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This one ain’t gonna age well.

πŸ”ŒπŸ’‘

01.03.2026 21:26 β€” πŸ‘ 12    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0