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Micro-Cap Oil Stock Soars On Helium Offtake Deal As Gulf Shock Spurs Hunt For Reliable Supplies
Micro-Cap Oil Stock Soars On Helium Offtake Deal As Gulf Shock Spurs Hunt For Reliable Supplies
The Hormuz chokepoint, with the U.S.-Iran conflict about to enter its third month, remains closed, and global energy flows are being rewired. One industrial gas we've identified as facing supply disruption risks is helium, which threatens to upend end markets ranging from semiconductor production to medical imaging.
Earlier this month, we published a note titled "Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat." The note focused on how ExxonMobil stands out as a major...
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May 6, 2026 / Tyler Durden
Carbon Neutral, Speech Negative: Amsterdam Bans Ads Featuring Meat & Fossil Fuels
Carbon Neutral, Speech Negative: Amsterdam Bans Ads Featuring Meat & Fossil Fuels
Authored by Jonathan Turley,
In “The Indispensable Right: Free Speech in an Age of Rage,” I write about how censorship often becomes an insatiable appetite once countries go down the road of speech regulation. There is no better example than the Dutch and their recent ban on public ads for meat and fossil fuels. Activists have imposed similar limitations on advertising for products in the United States, from alcohol to tobacco. However, the Dutch law reflects how this tendency can metastasize into...
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Jun 15, 2026 / Tyler Durden
So, What Do We Know?
May 12, 2026 / Tyler Durden
SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
With roughly half of planned U.S. data center buildouts this year expected to be delayed or canceled amid mounting power constraints and local opposition, tech bros are increasingly looking beyond Earth and toward space for the next phase of compute expansion.
This dovetails with one of our most investable themes, "Data Centers In Space Are Coming: Here's How To Profit," in which we outlined how SpaceX, leveraging Starship's affordable launch costs and the Starlink network, could make it commercially viable...
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