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Gulf LNG Crisis Set To 'Make Coal Great Again'
Gulf LNG Crisis Set To 'Make Coal Great Again'
Our weekend wrap on the global energy crisis focused on Asia as ground zero and how the shock will ripple across the world, eventually hitting the US. This is now the second major energy crunch of the decade: first Russia's invasion of Ukraine, now the U.S.-Iran conflict. However, this one looks a lot more catastrophic.
The immediate impact of this energy crunch will be a resurgence of coal, especially across Asia, as power grid operators will be forced to switch to...
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Apr 17, 2026 / Tyler Durden
Kamikaze Drone Maker Raises $320 Million In U.S. IPO As 'War Unicorns' Rise
Kamikaze Drone Maker Raises $320 Million In U.S. IPO As 'War Unicorns' Rise
The rise of "war unicorns" will be an impressive development to watch over the next several years, as we've diligently laid out for readers for months, well before the U.S.-Iran conflict, how a massive government push and in capital markets would begin to prioritize the next generation of defense-tech firms rather than big, bloated legacy defense contractors.
Aevex, a military drone maker backed by Madison Dearborn Partners, is the latest example of capital markets getting excited about war...
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Apr 7, 2026 / Dave DeCamp
US Again Bombs Kharg Island, a Potential Target of a US Ground Invasion
The US military on Tuesday again bombed Iran’s Kharg Island, which is located deep inside the Persian Gulf and is a potential target for US ground operations if the US continues to escalate the war. According to US officials speaking to media outlets, the US strikes targeted military sites on the island, which is a […]
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May 7, 2026 / John T. Flynn
The President Goes to War
Of course the president, like everyone, frequently protests his desire for peace. Everyone does this. And I think we may assume he is quite sincere about it.
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