tag:blogger.com,1999:blog-64425143213581190042026-04-17T07:29:00.772-07:00<i>In war, everything not censored is a lie.</i>climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comBlogger52597125tag:blogger.com,1999:blog-6442514321358119004.post-1405923716857580522026-04-17T07:07:00.001-07:002026-04-17T07:07:22.423-07:00

Yesterday's&nbsp;heads-up from al-Jazeera on the state of play in Lebanon was pretty important.Lifted in toto from Bloomberg via Yahoo Finance, April 17:Iran announced that the Strait of Hormuz is now “completely open” for commercial traffic, a major step toward ending a war with the US and Israel that’s sent energy prices surging. “In line with the ceasefire in Lebanon, the passage for all

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&nbsp;Via Task &amp; Purpose:&nbsp;....MUCH MORE&nbsp;

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Entropy. Stasis. Death.But tonight, we dance!From Forbes, March 16:&nbsp;Earlier today Chamath Palihapitiya, the founder of Social Capital and co-host of the All-In Podcast, published a lengthy thought experiment on X (formerly Twitter) that has since drawn nearly 800,000 views and more than 3,200 likes. The post, titled "The Collapse of Terminal Value," discusses how we might value markets

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Al Root at Barron's does the heavy lifting, April 16:Power gets all the attention, but water is a growing issue.&nbsp;&nbsp;Water, water everywhere, but…is too much going to artificial-intelligence data centers? That’s the challenge—and opportunity—facing industrial stocks that specialize in H2O.AI is the growth engine of this stock market, driving everything from utility earnings to SpaceX’s

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-53949751435483076972026-04-17T03:56:00.002-07:002026-04-17T05:00:49.861-07:00

From Bloomberg via The Edge, Singapore, April 16:Asia’s wealthiest investors are flooding the artificial intelligence (AI) sector with billions in private capital, undeterred by intensifying scrutiny over sky-high valuations in the US.High-net-worth individuals and family offices across the region deployed US$24.3 billion into global AI private rounds in 2025, an almost three-fold increase

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From Energy Digital, April 15:On 14 April, Veolia announced its Data Center Resource 360 offering, which helps operators achieve energy efficiency, carbon neutrality &amp; water positivityThe data centre industry has a resource problem, and Veolia believes that it has the answer.The French environmental services firm, best known for managing water and waste infrastructure across five continents,

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From The Telegraph, April 14:Australia’s petrol stations run dry as energy crisis turns existentialSoaring prices and supply fears leave farmers weighing up whether they can afford to plant crops&nbsp;&nbsp;In the film Mad Max, an oil shortage leaves Australian society teetering on the brink of total collapse.In real-life, things aren’t quite that dystopian yet Down Under. But with barely a

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-7023177571225138902026-04-16T15:39:00.007-07:002026-04-16T16:47:00.101-07:00

Following on this morning's "A Framework For Lebanon And Israel To Work Together Against Hezbollah" linking to al-Jazeera, a tenuous 10-day truce has been agreed between Lebanon and Israel, and The Jerusalem Post has an exclusive, April 16/17:US intends to lead Hezbollah disarmament, senior Israeli official tells 'Post' - exclusiveThe official added that the current ceasefire terms are

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If Albert wasn't concerned I'd be concerned.From Business Insider, April 16:A famed permabear warns the bond market is hinting that double-digit inflation could be on the horizon&nbsp; Bonds are flashing a sign that inflation could be a big problem again soon, Albert Edwards says.The famed permabear pointed to the rise in Treasury yields as markets price in hotter price

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From House of Saud, April 16:Physical crude hit $148 while Brent futures sat at $99. The $49 gap is Saudi Arabia's hidden crisis — and the OSP repricing decision lands May 5.DHAHRAN — Oil cost $148.87 a barrel on April 13. Oil also cost $99.36 a barrel on April 13. Both numbers are real. Both were printed by the same market on the same trading day.&nbsp;The $49.51 between them is the hidden

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From Puck, April 15:The Approval Matrix RevolutionsNews, notes, and all the scuttlebutt pertaining to Jim Bankoff’s admirable, atom-splitting attempt to sell off Vox Media in parts: ‘New York,’ its various digital assets, and the podcast network that powers the business.&nbsp;In the coming weeks, I’m told, Vox Media C.E.O. Jim Bankoff is likely to agree to multiple deals to sell various assets of

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From Marc Chandler at Bannockburn Global Forex:The Dollar Index did not snap its losing streak yesterday but extended it for its eighth consecutive session to match the longest downdraft since April 2011. The streak may end today if the dollar’s gains are sustained. Despite stronger than expected UK (and China) GDP figures and a solid Australian jobs report, the greenback is trading firmer

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As we said last August regarding the competitors for some small modular reactor projects in Swedem:When going Small, go big or go home: "Vattenfall Narrows SMR Field to Two Finalists: GE Vernova’s BWRX-300 and Rolls-Royce SMR" (GEV; RR.L)&nbsp;From The Telegraph via Yahoo News, April 13:Rolls-Royce has been handed a £600m loan from Rachel Reeves to help accelerate the development of Britain’s

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From Reuters via MSN, April 14:French utility Veolia aims to almost double its revenue from providing energy and water management solutions to data centres and chipmakers by 2030, it said on Tuesday, betting on strong demand from both sectors.The company expects 1 billion euros ($1.18 billion) in annual revenues from data centres and the semiconductor industry, compared to the 560 million euros

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&nbsp;Probably not this alliance:"There is a movie where Israel and Hezbollah ally to fight zombies"From Foreign Policy's Passport blog: Dan Drezner, call your office. A new Israeli horror film, Cannon Fodder, depicts the tribulations of an IDF commando team that enters south Lebanon -- only to discover their problem isn't Hezbollah, but marauding zombie hordes. &nbsp; To make a not

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From Bloomberg via The Edge, Singapore, April 16:&nbsp;Taiwan market cap tops US$4 tril on AI boom, overtaking UK Taiwan overtook the UK in stock market value as the island’s tech firms regained favour amid hopes for further de-escalation in the Iran war.Taiwan’s market capitalisation rose to US$4.14 trillion as of Wednesday, making it the world’s seventh largest, according to data compiled

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I'm thinking if I were going aboard back in the day I would be tempted to ask if that Arthur fellow was on this ship. According to one source his reaction to the grinding sound of the collision with the iceberg was "What now." From the BBC, March 30, 2012: Titanic's unsinkable stoker Titanic was celebrated as the biggest, safest, most advanced ship of its age, but it was a lowly stoker in

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From Bloomberg via The Derrick, April 14:Microsoft Corp., the world’s biggest investor in carbon removal projects, rejected speculation that it is abandoning its efforts to build out the technology.“Our carbon removal program has not ended,” Microsoft Chief Sustainability Officer Melanie Nakagawa, said in an emailed comment to Bloomberg. “We continue to both build on and support our existing

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From the Wall Street Journal, April 14:U.K. and French plan aims to give shipping companies confidence to use the strait after the fighting ends&nbsp;LONDON—European countries are putting together a plan for a broad coalition of countries to help free up shipping through the Strait of Hormuz, including sending mine-clearing and other military vessels. But the plan would only come after the war

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-32704159742351097342026-04-15T09:04:00.009-07:002026-04-15T22:28:15.267-07:00

And don't say "Everybody!", this isn't Murder on the Orient Express.&nbsp;From Sharyl Attkisson:&nbsp; Remember when the Obama FBI visited CIA chief David Petraeus and let him know they somehow knew he was having an affair? But they also told him don't worry. They said they'd determined he didn't break any laws and they'd keep it quiet. Then, a year later when Petraeus…— Sharyl Attkisson 🕵️‍♂️

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From Yahoo Finance, April 15:One of Wall Street's favorite stocks has been going up, for now. Nvidia (NVDA) stock has surged 19% in April. The stock is on an eye-popping 10-day winning streak.The gains likely reflect two factors. For one, the news flow from Nvidia this month has been strong. The AI chip company announced on Tuesday that it had expanded beyond its core GPU business with Ising

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From CoreWeave, April 15:Jane Street will invest $6B in CoreWeave’s AI cloud and $1B in equity, expanding their partnership to power large-scale machine learning and trading.&nbsp;LIVINGSTON, N.J. and NEW YORK — April 15, 2026 — CoreWeave, Inc. (Nasdaq: CRWV), the Essential Cloud for AI™, and Jane Street, a global technology-driven trading firm, today announced that Jane Street has committed

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Why wasn't I informed of this?From The Times, January 18, 2026:Sir John Blofeld obituary: Judge who crossed paths with Stones and 007High Court judge and Norfolk landowner whose family name was the unwitting inspiration for James Bond’s nemesis, dies aged 93&nbsp;John Blofeld, an Old Etonian whose estate in Norfolk had been acquired by his family in 1537, was not, it seemed, the obvious barrister

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420? Don't tell Elon.From Reuters, April 14:President Donald Trump's administration plans to launch next Monday the system it will use for ​issuing refunds to American importers for $166 billion the companies paid in tariffs that ‌the U.S. Supreme Court struck down in February as unlawful.&nbsp;U.S. Customs and Border Protection said&nbsp;in a court filing on Tuesday that it has completed the

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&nbsp;Well that would be good for First Solar wouldn't it?Thin-film cadmium telluride vs. polysilicon substrate.Not so good for data centers in space though.&nbsp;From Reuters, April 15; China may curb exports to keep solar tech lead, sources say Move could threaten U.S. firms' solar factory plans Industry sees Tesla's solar goals as threat amid downturnChinese officials have held

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