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May 3
1/ This is what $200 per barrel of oil would mean for US gas prices, which currently average $4.30 per gallon. It could go much higher. As one analyst says, once oil stockpiles are functionally exhausted by the end of May, "price increases become exponential rather than linear." Image
2/ The exponential point is reached at $250 per barrel, which is well within the range of realistic possibilities predicted by many analysts. Linearity breaks down because of:
3/ ♦️ Refinery margin blowouts — refineries pass through higher feedstock costs at elevated rates under stress

♦️ Speculation and panic premiums — markets take fright and price in fear, not just fundamentals
Read 19 tweets
May 3
This man is on his way out of office.

With McSweeney and Mandelson gone, there’s no-one left to protect him from his own cabinet.

But Keir Starmer doesn’t want you to know about his connections to the Israel Lobby.

These are the individuals paying for his obedience:🧵 Image
When Starmer visited RAF Akrotiri in December 2024, he said: “We can’t tell the world what you’re doing here.”

For two years, the base was used for spy flights over the Gaza Strip.

In October 2023, Starmer said that Israel “had the right” to cut off food and electricity. Image
Image
Before becoming an MP, Keir Starmer was Director of Public Prosecutions.

Cases against MI6 officers and Jimmy Saville were dropped, but there was ONE foreign state attorney Starmer met with and accepted gifts from:

The Israeli State Prosecutor, Moshe Lador. Image
Image
Read 14 tweets
May 3
🚨 BREAKING: Google just launched free AI courses.

No sign-up fees or prior skills required.

Here are 10 courses you don't want to miss:
1. Introduction to Generative AI

Learn about Generative AI in a simple, short course.

Discover how to build your own AI applications using Google tools.

Complete this short 45-minute course to start your AI journey!

cloudskillsboost.google/course_templat…
2. Introduction to Large Language Models

Join this short course to understand big language models (LLMs).

Learn where LLMs are useful and how to improve them.

Finish this 45-minute course to build your own AI apps!

cloudskillsboost.google/course_templat…
Read 12 tweets
May 3
🔴 OSINT BREAKDOWN: Rahul Gandhi secretly spotted in Muscat, Oman — TODAY — on election result eve. Cap. Glasses. No itinerary. No announcement. Why? Let’s draw the map. 🧵 1/8👇 Image
2/8
Draw these two lines:
1. Andaman & Nicobar → Malacca Strait (80% of China’s oil lifeline)
2. Duqm (Oman) → Gwadar (Pakistan) (China’s String of Pearls western anchor)
At BOTH ends? One name keeps appearing: Adani Group. Image
3/8
East flank — Great Nicobar
INS Baaz is just 450 km from Malacca. India can monitor & interdict Chinese oil tankers.
Adani filed Expression of Interest for the massive transshipment port + infrastructure.
Rahul Gandhi & Congress called it an “ecological disaster.” Never mentioned the Malacca choke point.Image
Read 8 tweets
May 3
More Colombians fight on Ukraine's front than any other foreign nationality — about 7,000 men, the largest single contingent by a wide margin.

Decades hunting guerrillas, paramilitaries, and cartels at home prepared them for the trenches of Donbas. — United24. 1/ Image
They serve in the International Legion, in mechanized brigades, recon units, and drone teams of Ukraine's regular forces.

Alongside them stands the Bolívar Battalion — established August 2023, named after Simón Bolívar. 2/
Bolívar draws volunteers from Venezuela, Colombia, Ecuador, Argentina, Brazil, Spain, and Peru, alongside Ukrainians, Americans, and Australians.

The battalion is commanded by José David Chaparro Martínez, a Venezuelan. 3/
Read 11 tweets
May 3
Did you know? The scariest verse in the Qur’an isn’t about Hell.

It doesn’t describe fire. It doesn’t mention dajjal. It doesn’t even talk about the Day of Judgment.

Instead, it describes something far more terrifying.
It’s this

“And We will turn their hearts and their eyes away, just as they refused to believe in it the first time.”
(Surah Al-An‘ām 6:110)

What makes it terrifying is how quiet it is.

Allah doesn’t say He destroys them.
He doesn’t say He punishes them. He simply says: We turn their hearts away
Meaning:
•They still breathe.
•They still live normal lives.
•They still think they’re fine.

But something inside is gone.
No softness when hearing Qur’an.
No trembling when sinning.
No urgency to return. Just… distance.
And the most frightening part?

Allah doesn’t do this randomly.
The verse says “because they refused at first.”
Read 7 tweets
May 3
Today we are going to catch-up with one of the other unique companies in the Indian recycling and circular economy space

This one company in India that has spent 30 years building the infrastructure to be the destination for that rerouting. It operates 13 manufacturing plants across 4 recycling verticals. It has 1,900+ procurement touch-points spanning 5 continents. It is the only company in India with ILA-accredited recycling plants (the International Lead Association, which is the global gold standard for lead recycling quality). It processes over 2.87 lakh metric tonnes of scrap annually, selling refined recycled products to 375+ customers across 70+ countries.

Let's discuss more on Gravita IndiaImage
India's recycling rate is approximately 20%. In developed markets in the US, Germany, Japan it sits between 60% and 80%. That gap alone tells you there is a massive structural opportunity somewhere. But the more interesting number is this: roughly 60% of India's lead scrap still flows through the informal sector backyard smelters and kabadiwalas who operate with 50–70% recovery rates, zero environmental compliance, and a single competitive advantage: they don't pay the 18% GST.

That 18% tax-evasion arbitrage is the only reason the informal sector still exists in lead recycling. Not technology. Not customer relationships. Not scale. Just tax evasion.

And three separate regulatory forces, the Battery Waste Management Rules of 2022, the Extended Producer Responsibility framework, and the GST Reverse Charge Mechanism are now converging to systematically destroy that single advantage. When that happens and it is a matter of when, not if the scrap that currently flows through thousands of unregistered backyard smelters will have to be rerouted through registered, compliant, scaled recyclers.

Gravita works in this particular industry. And what most people miss when they look at it is this: Gravita is not a commodity recycler. It is a conversion spread business with toll-road-like economics, wrapped inside a multi-decade formalisation arbitrage, with a procurement moat that took three decades to build and cannot be replicated with capital alone. And even if it can be replicated with capital then also it would take 30 yrs to build such a business + end of the day this is a dirty business which very few new entrants would be willing to enter compared to the likes of Quick Commerce...Image
Why is Lead Recycling India's Most Investable Circular Economy?

Before we talk about Gravita, we need to answer a more fundamental question: why lead? India's recycling universe spans aluminium, plastics, rubber, e-waste, lithium-ion batteries, paper, and steel. Every one of these is a growing market. Every one has a regulatory tailwind. So why does lead recycling deserve a disproportionate allocation of attention?

We built a six-parameter framework to rigorously evaluate recycling sub-segments: market maturity, scrap availability, scrap sourcing ease, recyclability, regulatory catalyst strength, and formalisation potential. When we scored every major recycling theme against these six parameters, lead scored 49 out of 60. The next best segment scored 38. Lithium-ion the one that gets all the headlines scored 21.Image
Read 22 tweets
May 3
🧵Great Nicobar -> India’s Most Underrated, Criticized, Strategic move. And, China is watching VERY CLOSELY.

Everyone is debating the Great Nicobar Island project. But almost nobody is asking the real question:

>Why is India willing to spend ₹70,000+ crore on a remote island? Image
1. The Location:
Great Nicobar sits just ~90 km from Indonesia and right next to the Six Degree Channel, a major maritime corridor feeding into the -> Malacca Strait

This is one of the most important chokepoints on Earth. Image
Important numbers:

~80% of China’s oil imports pass through Malacca
~40% of global trade flows via this route
~$5 trillion+ worth of goods move through annually

As per U.S. EIA, CSIS, and global maritime trade reports
Read 26 tweets
May 3
The Government said they reduced the indexation rate for renewables because they'd been over-compensated. That's not even half the story.
New analysis shows wind farms have already received more in subsidy than the build cost, enriching overseas investors. A thread (1/n) Image
Starting with the six offshore wind farms that have received most subsidies under the ROC scheme: Greater Gabbard, Gwynt y Mor, London Array, Race Bank, Sheringham Shoal and West of Duddon Sands (WODS). (2/n) Greater Gabbard, London Array, Race Bank, Sheringham Shoal and West of Duddon Sands (WODS) wind farms received more in subsidy that it cost to build them
Greater Gabbard has received £2.2bn in subsidies but it only cost £1.4bn to build it (exc. OFTO sale proceeds). London Array has received £2.9bn in subsidies but net cost as ~£2.3bn. WODS received £1.8bn subsidies vs £1.1bn net cost (3/n)
Read 11 tweets
May 3
You think you need rest?
Actually, no.
You need to drain cortisol.

Here’s a 7-day protocol, step by step:
Day 1: Stop adding fuel

No caffeine after 12pm. No doom scrolling in bed. 20–30 min walk outside within 2 hours of waking. Tonight: hot shower + lights low 1 hour before sleep.
Day 2: Move the stress out

Do Zone 2 cardio 30–45 min (fast walk, bike, incline). Not HIIT. Not ego lifting. After: big protein meal + carbs (yes, carbs). Sleep target: same bedtime as yesterday.
Read 8 tweets
May 3
THREAD 🧵

Great Nicobar Project: Security, Sustainability, and Safeguards

The Great Nicobar Project is often framed as a choice between strategic power and ecological preservation. But as the 2026 development phase begins, the reality is far more nuanced.

Here is a deep dive into the how India is protecting it's ecology & tribes, while ensuring Development of the Island. 👇🏼

1/7

@PMOIndia @SpokespersonMoD @adgpi @NorthernComd IA @indiannavy @IAF_MCC @IaSouthern @easterncomd @rajnathsingh @AN_Command @indiannavy @aravind @ShekharGupta @spvaid @sneheshphilip @AnchorAnandN @ARanganathan72 @jsaideepak @major_pawan @easterncomd @official_dgar @OsintTV @HMOIndia @AmitShahOffice @AmitShah @DefenceMinIndia @SandeepUnnithan @manupubby @ShivAroor @VishnuNDTV @gauravcsawant

#GreatNicobarImage
A "Zero-Displacement" mandate is in place for the Shompen (a PVTG). While 73 sq. km of land was de-notified for the project, the government re-notified 76 sq. km of new land as Tribal Reserve.

A dedicated "Committee on Tribal Welfare" oversees all construction to ensure zero contact and zero interference with Shompen habitations.

2/7Image
The project will divert roughly 130 sq. km of forest land (1.82% of the islands' total forest). To minimize impact, tree felling is strictly limited to 49.86 sq. km and is being executed in a phased manner over 22 years (2025–2047). An area of 65.99 sq. km shall be retained as a green area with no tree felling.

3/7Image
Read 7 tweets
May 3
1/ 🚨 Mail-in blood smear tests claiming to detect “amyloid” or “microclots” are gaining traction.

They look scientific.
They sound advanced.

But are they clinically valid?

Let’s break it down. 🧵 Image
2/ The Protocol

The protocol:

• Finger-prick your blood
• Smear on glass
• Let it dry
• Mail internationally

This is NOT how clinical pathology or hematology is performed.

No controlled collection. No standardization. Image
3/ Real Diagnostics

Real diagnostics require:

• Controlled samples
• Validated assays
• Defined thresholds
• Clinical correlation

Amyloid → biopsy + Congo red + mass spec
Coagulation → PT/INR, D-dimer, fibrinogen

👉 Not dried slides in the mail. Image
Read 10 tweets

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