This is a very strange moment, in how obvious it is that a major crisis is approaching, and how calmly and clearly people are observing it come. www.ft.com/content/3647...
All signs continue to point to an exceptional, long-duration, and record-breaking to (in some cases) record-shattering March heatwave initially centered across U.S. Southwest but expanding to much broader region next week. This is effectively a full-on summer heatwave in March.
Possible solution to the Strait of Hormuz?
🍂 🦠 🧪 Measles complications include paralysis and death
Please don't confuse "strait" (a narrow waterway) with "straight" (no bends). The Strait of Hormuz is not straight.
Me he acordado que en 2024 le pregunté a @akshatrathi.bsky.social qué implicaría un cierre del estrecho de Ormuz www.elconfidencial.com/tecnologia/c...
International law is being tested in dozens of ways at the moment. @isabellakaminski.bsky.social shines a light on one: whether the UN will adopt a resolution welcoming the ICJ advisory opinion on climate or break under pressure from polluting countries drilled.media/news/un-icj
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🧵 1/∞
Very good Foreign Affairs read on mines.
www.foreignaffairs.com/iran/hormuz-...
"In the 3 decades between 1993 and 2024, measles in the U.S. was relatively rare – few 100 cases each year, at most. But suddenly, the disease has become so entrenched in American life that it sometimes fails to make headlines when a new outbreak erupts."
Please drive carefully: scientists plan to transport volatile antimatter for first time
Strikes on Iran are unleashing toxic pollutants that likely will linger for decades, poisoning the environment and posing health risks
This is a good explainer. As he says, Iran does not have to win a naval battle against the United States. It just needs to pose enough of a threat that insurers are not willing to insure vessels going through it.
We are not going to destroy Iran’s capacity to do that in the near term, if ever.
Great explainer about just how screwed Gulf oil is now that the unthinkable has happened... www.youtube.com/watch?v=z6Ql...
Um... "The seizures have put the U.S. government in a financial bind. The ships are highly expensive to maintain. And the Trump administration cannot legally sell their oil without a judge’s permission." www.nytimes.com/2026/03/13/u...
Thanks to Ember for some unpublished data, I made this chart showing the massive shift away from gas-linked power prices in Spain, relative to the increasingly gas-reliant market in Italy
No wonder Italy wants to tackle high power prices!
7/8
Gimme a third word play to make it a trend.
- Bored of Peace
- The Derp State
This is the ultimate test of Saudi Arabia’s actions in Yemen over the past year: Will the Houthis betray their Iranian patrons and allow Saudi oil to flow freely through the Red Sea?
www.bloomberg.com/news/article...
Crude futures aren't telling the full story.
See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below.
Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.
Let's be clear: you would not be pulling THAADs from South Korea and moving a Marine Expeditionary Unit from Japan to the Gulf two weeks after launching a war on Iran if you had properly anticipated the fallout it would be likely to cause.
@mariagallucci.bsky.social Thanks for the link back, though would be nicer if you named that Bloomberg first reported the story.
Do it!
Pretty interesting new EIA analysis from the US, v odd it hasn't got more attention
Data centre growth will
- Boost coal and gas generation
- Make electricity prices higher (HUUUGGGE increase in Texas)
Not new but V new for the EIA to say this out loud and explicitly
www.eia.gov/todayinenerg...
People don't know the difference between energy and electricity. Renewables are often seen as the only solution when the bulk of emissions result from transport, buildings and industry.
Many are very critical of electricity 'waste' but do not see combustion engine inefficiencies and car growth.
Having been the person trying to make the same arguments re: railroad electrification, agreed!
There is a certain mindset that has trouble seeing the value of massive but not complete victories—even when the win not only reduces emissions while improving service, but sets the stage for zero carbon!
That would be unwise. Most climate-focused people I know want an orderly transition. Heck, even most major oil CEOs want an orderly transition. What's happening now is disorderly and chaotic. It really helps no one in the short term and makes the longer term benefits feel like pyrrhic wins.
Important petition here on Britain's environmental transparency laws.
www.crowdjustice.com/case/governm...
A good number of my stories rely on these laws and wouldn't happen without them!
100% but the point is, there's way more room to electrify than there is to de-electrify.
Former... and, yes, it should be surprising. Once you know, you can not unknow I feel. The thing is that, for most, it still hasn't sunk in. bsky.app/profile/adri...
Of course, but both steps can happen independent of each other. no need to sequence them.
