Ships Decide Whether Hormuz Reopens
MSM and markets trade relief while X trades leverage claims; ships and insurers decide whether Hormuz is ordinary again.
Economy
FERC Puts AI Load Into the Cost-Allocation Docket
MSM frames AI load as demand and X as ratepayer dumping; FERC now asks who pays for grid upgrades in public.
Markets Priced Peace Before Refineries Could Feel It
MSM prices peace and X trades the unwind; refineries and tankers need months and operating receipts.
States Reprice Data Centers After the Tax-Break Era
MSM writes local data-center fights and X writes ratepayer anger; state bills turn the subsidy era into pricing rules.