Theia Monthly Highlights — March 2026

March 2026 Performance Synopsis

March performance showed a clear and striking divergence across themes, with energy-related sectors dominating gains while most other areas faced broad-based weakness. Biofuels and Industrial & Specialized Gas led returns, supported by strong performances in Oil & Petroleum and Natural & Liquefied Gas, indicating a powerful rally across the energy complex. This strength extended to adjacent areas like Chemicals and certain industrial and agriculture-linked themes, suggesting supportive commodity dynamics and possibly geopolitical tailwinds. However, the gains were not uniform across all energy segments, as renewable-focused themes like Solar Energy and Wind Energy lagged, highlighting a preference for traditional and transitional energy sources.

Outside of energy, the market environment appeared largely risk-off. Financials and technology sectors posted consistent, moderate losses, reflecting reduced appetite for growth and innovation-driven themes. This negative sentiment intensified in industrial, consumer, and healthcare sectors, where double-digit declines pointed to concerns around economic slowdown and weakening demand. Consumer discretionary and manufacturing-related themes were particularly hard hit, reinforcing the narrative of deteriorating economic expectations.

At the extreme end, metals and mining experienced the steepest losses, with Silver, Copper, Nickel, and Gold all declining sharply. This was notable given the strength in energy, suggesting a disconnect possibly driven by expectations of reduced industrial demand or an unwind of prior speculative positioning. Meanwhile, speculative technology areas like Quantum Technology also suffered significant declines.

Overall, March reflected a market undergoing sharp rotation, favouring energy exposure while broadly de-risking across growth, industrial, and commodity-linked sectors, consistent with a more defensive or stagflationary backdrop.

Best Performing Themes

The top performers were almost entirely an energy story. The Iran war's oil shock made Biofuels economically compelling, removed 30% of global helium supply and devastated industrial gas availability across Asia, pushed Brent briefly to $119-120/barrel in the largest supply disruption in oil market history, and triggered a near-40% surge in European gas prices following the Ras Laffan LNG strike. Optical Communications was the only non-energy theme to post meaningful gains, buoyed by Nvidia's multi-billion-dollar optical infrastructure commitments and strong momentum from OFC 2026.

Worst Performing Themes

Silver reversed sharply from February's top spot as institutional ETF outflows, a stronger dollar, and industrial demand collapse fears drove a 16.5% single-week drop. Quantum Technology's gap between valuations and commercial reality became impossible to ignore, with Rigetti's $7.1M annual revenue and a collective $930M warning from leading quantum stocks triggering broad sector capitulation. Nickel and Copper both fell ~17% as Gulf shipping disruptions threatened Indonesian production inputs while simultaneously raising fears of a global industrial demand slowdown — a doubly bearish combination.

Cross-Month Comparison

Silver and Metal & Mineral Mining both topped February's leaderboard before crashing in March — classic speculative unwinds. Energy themes told the opposite story, with Biofuels and Industrial & Specialized Gas accelerating from solid February gains into March's top two spots, suggesting a sustained structural bid. Quantum Technology was notable for losses that intensified rather than stabilised month-on-month, pointing to genuine capitulation, while Accounting & Auditing showed the sharpest recovery, pulled from -12.4% to just -1.4% by Tether's landmark Big Four audit engagements.

Interesting Themes from Cross-Month Comparison

March saw sharp reversals across several themes that had been strong in February. Energy-adjacent sectors held up, but metals, equipment, and professional services all gave back gains as the Iran war shifted from a supply shock into a sustained drag on global growth expectations.

Region Best and Worst Performing Themes

Performance diverged across themes. Cables & Wires (APAC ex-China) and Manufacturing & Precision Tools (China) gained on AI-driven infrastructure and automation demand, while Engines & Powertrains (China) benefited from a shift back to hybrid and ICE systems.

On the downside, Weight Loss & Diabetes (EMEA) fell due to pricing pressure and safety concerns, Private Equity (US) declined amid liquidity stress, and SPACs (EMEA) weakened on poor sentiment and governance issues.

Overall, industrial themes outperformed, while financial and healthcare sectors faced headwinds.

Themes on the Radar

PFAS Technology and Management — a regulatory tipping point arrives

PFAS "forever chemicals" hit a dual-jurisdiction regulatory inflection in March 2026 that makes this theme impossible to ignore. On March 3, the European Chemicals Agency's Risk Assessment Committee adopted its final opinion supporting a comprehensive EU-wide restriction on all PFAS under REACH — the broadest chemical regulation ever attempted in Europe. Just eight days later, on March 11, ECHA's Socio-Economic Analysis Committee agreed its draft opinion, launching a 60-day public consultation. Both committees concluded that PFAS risks "are not currently controlled well enough," and RAC recommended restricting manufacture, use, and sale with as few derogations as possible.
Simultaneously in the United States, on March 19 Rep. McCollum and Sen. Durbin reintroduced the "Forever Chemical Regulation and Accountability Act," setting a 10-year national deadline to eliminate PFAS wherever possible. Nearly 100 state-level PFAS bills have been introduced across 17 states in 2026 alone. The convergence of EU restriction and US legislative pressure creates a massive addressable market for PFAS remediation, alternative chemistry, and water treatment technologies. [349, 350]

Alpha Particle Therapies are drawing nine-figure bets

Radiopharmaceuticals crossed a major commercial threshold on March 17, when Bill Gates-backed TerraPower Isotopes announced a $450 million investment in a 250,000-square-foot actinium-225 manufacturing facility in Philadelphia's Bellwether District. The facility — expected operational in 2029 — will increase global Ac-225 production capacity 20-fold when combined with TerraPower's existing Washington site. Pennsylvania committed $10 million in grants, and the project will create 225 permanent jobs. This investment addresses the critical bottleneck limiting alpha particle therapy development: global annual Ac-225 production currently totals less than a grain of sand by weight.
The momentum extends beyond TerraPower. At the Global Radiopharmaceuticals Development Summit in Shanghai on March 19–20, Molecular Partners presented preclinical data showing its Radio-DARPin platform works with both Lead-212 and Actinium-225 alpha isotopes. Actinium Pharmaceuticals released two AACR 2026 abstracts on March 17 covering its Ac-225 radiopharmaceutical therapy programs. Alpha particle therapy is widely viewed as the "next revolution" after lutetium-177, with multiple clinical trials advancing across cancer types. [351, 352]

Virtual Asset Platforms gain landmark regulatory clarity

The crypto industry received its most significant regulatory milestone on March 17, when the SEC and CFTC jointly issued a landmark interpretive release clarifying how federal securities laws apply to digital assets. The guidance establishes a five-part token taxonomy: digital commodities (explicitly including Bitcoin, Ether, Solana, and XRP — declared not securities), digital collectibles, digital tools, stablecoins (under the GENIUS Act framework), and digital securities. SEC Chairman Paul Atkins simultaneously announced a "Regulation Crypto Assets" safe harbor framework at the DC Blockchain Summit, including startup and fundraising exemptions.
This ends over a decade of "regulation by enforcement" and provides the legal certainty that institutional allocators have cited as a prerequisite for broader digital asset adoption. The framework establishes clear jurisdictional boundaries between SEC and CFTC oversight, enabling compliant platform development and institutional product launches. [353]

Commodities Equity Performance Dashboard

This dashboard provides performance analytics for global equities with exposure to commodities-related themes in Theia Insights Industry Classification (TIIC), grouped by Industry (level two).

Regional Thematic Performance Overview (Top and Bottom Performing Themes by Region)

This analysis showcases the top three outperforming and underperforming investment themes across major regions, utilising the Theia Insights Industry Classification (TIIC) framework. By examining how identical themes perform differently across geographical markets, this breakdown illuminates the critical impact of regional economic dynamics, regulatory landscapes, and geopolitical developments on thematic investment returns.

Regional Performance Divergence vs Global

Each point's position indicates the relative regional outperformance compared to the global average. The analysis includes tradable portfolios in all three regions, eliminating themes that lack sufficient market presence or liquidity constraints.

Global Sector Thematic Performance (Top and Bottom Performing Themes by Sector)

This dashboard examines thematic investment performance organised by the top-level sectors within the Theia Insights Industry Classification (TIIC) framework. For each sector we report the top 3 and bottom 3 performing themes. By grouping themes under their primary sector classifications, this analysis reveals how broad sectoral trends influence underlying thematic opportunities and risks.

Looking Ahead

Markets in the coming months will be heavily influenced by geopolitical and structural shifts. The trajectory of the Iran conflict remains a key determinant for energy prices, with prolonged tension supporting Oil & Petroleum, Natural & Liquefied Gas, and Biofuels, while metals face pressure from slowing industrial demand. Structural challenges persist in Weight Loss & Diabetes, Private Equity, and Quantum Technology, highlighting areas of potential risk. At the same time, emerging opportunities in PFAS Technology, Alpha Particle Therapies, and Virtual Asset Platforms signal transformative growth potential as regulatory and technological milestones unfold. Investors will need to navigate a landscape defined by elevated volatility, sector-specific headwinds, and selective innovation-driven upside.

REFERENCES:

[1] 'Glass' motors may make for longer-running, higher-performing EVs and drones[2] 'The future lies in quantum-centric supercomputing'- IBM reveals its next big plan for developing next-gen quantum computing, but are we any closer to real-world launches?[3] 120 Jahre alte Idee- Forscher modernisieren Edisons Nickel-Eisen-Batterie[4] 2 Gold Mining Stocks Poised to Shine Bright After That Correction[5] 2 Lesser-Known Photonics Firms May Play an Outsized Role in AI[6] 2026 Jaecoo J7 PHEV in Thailand[7] 32-nation group to release 400M barrels of reserve oil, its largest ever[8] 3M's PFAS exit killed the supply chain for two-phase immersion cooling in DCs[9] Abra targets Nasdaq listing in $750M deal with New Providence SPAC[10] Additive manufacturing of cellulose-based photopolymerizable resin[11] Advertising's dealmakers press on with M&A despite Iran uncertainty[12] AMD, NVIDIA, OpenAI & Others Form An Optical Scale-up Consortium[13] An effective detection model based on YOLO for pore defects in additive manufacturing[14] Analysis of GLP-1 drugs suggests people who stopped using regained 60% of weight lost[15] Apollo CEO Marc Rowan predicts a private markets 'shakeout'[16] Apollo is halting redemptions in its private credit fund[17] Apollo, Leon Black sued for allegedly concealing Epstein business ties from shareholders[18] Apple Hoping to 3D-Print More Products[19] Apple planning new 3D-printed aluminum chassis for iPhone and Apple Watch[20] Applied Optoelectronics' (AAOI) Mega $200 Million Deal Catches Analyst Attention[21] Ares is the latest private credit player to limit withdrawals[22] As patents on weight-loss drugs expire, doctors and patients hotly anticipate cheaper generics[23] Asia's EVolution- Indonesia's nickel powers global electric vehicle boom but at what cost to the country?[24] Asian Manufacturing in Flux[25] ASX falls, Asia tumbles, gold crashes as Trump keeps markets on edge[26] Asztalra csapott Donald Trump- egyszerűen felszólította a cégeket[27] AT&T is pouring $250 billion into US telecom infrastructure to try to win in the AI age[28] Attacks on Middle East energy sites deepen threat to US economy, analysts say[29] Audi RS3 Competition Limited celebrates 50 years of the 5-cylinder engine[30] Avicena Launches the World's First microLED Optical Interconnect Evaluation Kit[31] Behind copper's latest fall- West Asian conflict weighs on the metal's demand outlook[32] Bitcoin holds ground as gold, silver slide on ETF outflows and liquidity strains- JPMorgan[33] Blaming AI for Layoffs- 'It Plays Better'[34] BMW Has Been 3D Printing Car Parts Since 1990[35] Brazil's dual-fuel ethanol fleet stabilizes gasoline prices despite Iran war oil shock[36] Brenntag Q4 Earnings Call Highlights[37] Broadcom CEO sees copper interconnects viable through 2028[38] Bucher ergeht es nicht besser als John Deere- Geschäfte mit amerikanischen Farmern laufen schlecht[39] Business owner says rapidly rising price of diesel 'is a shock to our whole system'[40] Can weight-loss pills replace injectables? 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India's petrol, diesel prices stable[71] Cyclone Set to Threaten LNG, Iron Ore Operations in Australia[72] Decoupling From China on Critical Minerals Must be a National Security Priority[73] Digital asset wealth management platform Abra plans to go public via SPAC[74] Dollar and Precious Metals Slump on Hawkish Central Banks[75] Dollar Rises as Iran War Continues[76] Dow closes down nearly 800 points as Iran war hits one-month mark[77] Dow drops 650 points as Iran war sends oil prices surging[78] Edible oils caught between weak demand and biodiesel bets, says analyst Mistry[79] El fin del monopolio de Ozempic ya está aquí[80] El jefe de PwC en EEUU dice que los socios que se resistan a la IA no tienen cabida en la firma[81] Emergency oil reserves could be tapped - but few would bet on prices falling[82] Emergent's CEO tells BI why he feeds hiring interview transcripts into ChatGPT[83] Engine Technology Forum Praises EPA Action Boosting Renewable Fuels[84] Engineering MXene surfaces and heterostructure interfaces for efficient heterogeneous catalysis[85] EPA Chief Met With Bayer CEO Before Trump Moved to Push Company's Case to SCOTUS[86] Ethanol Mandates are Dead, Long Live SAF (Sustainable Aviation Fuel)[87] EU urges members to start storing winter gas as Iran war causes price surge[88] European Gas Prices Soar After Qatar LNG Halt Jolts Market[89] Everything you want to know about the drama in private credit[90] Exclusive interview- Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics[91] Extending the mean-field microkinetics for an accurate and efficient modeling of complex heterogeneous catalyst surfaces[92] EY doubles CPA exam bonus to $10,000[93] Fascinating things I learned today[94] FDA warns Novo Nordisk over unreported potential Ozempic side effects[95] Finnish quantum unicorn IQM lands €50M from BlackRock[96] Food shock is inevitable due to the Iran war – and it could get bad[97] Force majeure- What is it and why have some Gulf countries invoked it?[98] Freeport-McMoRan confident in copper demand despite Iran conflict, CEO says[99] From bits to atoms- AI is shifting tech's center of gravity[100] Ghana's new gold royalty hike shakes mining industry[101] Global copper demand outstrips supply, threatening electrification and industrial growth[102] Global Sustainable Wire & Cable Market to Reach USD 70.53 Billion by 2032[103] Globe to deploy 400 wireless laser links nationwide over next three years[104] GM's Beloved Line of Small-Block V-8s Is Reborn Once More With the LS6[105] GM's New Small-Block V-8 Changes the Game[106] Gold and Silver Prices Decline Amidst Inflation, Interest Rate Concerns[107] Governor Ron DeSantis signs sweeping ban on farming restrictions into law[108] Govt plans to redirect 90 lakh tonne FCI broken rice to ethanol industry from next year- Food Sec[109] Govt to cut broken rice in PDS to free up ethanol feedstock, says Food Secretary[110] GTC 2026- Nvidia charts optical-copper path[111] Gujarat cuts industrial gas use by 50 pc, domestic LPG supply unaffected[112] Gujarat cuts industrial gas use by 50 per cent; Hotel association warns of impact on small eateries[113] Gulf disruption squeezes Indonesia nickel makers' sulphur supply[114] Half the world's nitrogen supply could be compromised in the Middle East, threatening global agriculture[115] Harmony Gold Mining Q2 Earnings Call Highlights[116] Has Europe's Cleanest Jet Fuel Plant Got Bankability?[117] Hegseth Warns 'Most Intense Day' Of Operation Epic Fury Imminent[118] Helium hitch- Why US-Israel war on Iran could cause MRI scan delays[119] Helium shortage fears rise after Iran strike hits Qatar's key gas export hub[120] Here's how private credit bosses are defending their software bets[121] Here's What to Expect for Gold and Silver Mining Stocks as the Iran Conflict Continues[122] Here's what to know about the Jones Act, a century-old shipping law Trump is waiving to shield Americans from surging oil prices[123] Honda Prelude on display in Bangkok[124] Hope You Don't Need An MRI! Trump's War Slashed World's Helium Supply[125] Hot Panda inbound as Abarth plots return to petrol power[126] How a quarterly earnings shake-up could disrupt a sprawling white-collar ecosystem[127] How Big Four firm KPMG is protecting itself from AI agents going rogue[128] How BuzzFeed went from a $1.7B digital-media darling to the brink of bankruptcy[129] How IPG Photonics Stock Gained 42% Last Month[130] How Is KKR & Co.'s Stock Performance Compared to Other Private Equity Stocks?[131] How Is Newmont's Stock Performance Compared to Other Gold Miners' Stocks?[132] HR execs share a growing concern about doubling down on AI[133] Hyper Photonix Showcases 1.6T Silicon Photonics Transceiver at OFC 2026[134] Hyper Photonix Showcases Next-Generation 1.6T SiP Optical Transceivers at OFC 2026[135] I Was Interviewed by an AI Bot for a Job[136] IBM unveils new hybrid quantum computing architecture[137] Inception Growth Acquisition Limited Announces Additional Contribution to Trust Account[138] India lanza sus versiones de Ozempic y Wegovy[139] India's cheap weight-loss drugs could reshape global obesity fight[140] India, Europe feel fuel crunch as Gulf gas supplies disrupted amid war[141] Indian gas maker INOX Air Products plans $1 billion IPO, appoints bankers, sources say[142] Indonesia may revive B50 biodiesel mix plan as oil prices soar[143] INOX Air Products plans $1 billion IPO, appoints bankers[144] Inside OpenAI's talent pipeline[145] Iran attack on Qatar's liquid natural gas trains has global energy consequences[146] Iran attacks Israel, Gulf states, after naming new leader on Day 10 of war[147] Iran conflict delays Meta's 2Africa undersea cable project[148] Iran hits industrial zone in southern Israel[149] Iran outlines critical conditions for ending war with US[150] Iran targets Gulf countries' energy infrastructure after Israeli strike on gas field[151] Iran war energy crisis is a renewable energy wake-up call[152] Iran war enters its fourth week, with no clear end in sight[153] Iran War Leaves Helium Supply Chains Up in the Air[154] Iran war threatens prolonged impact on energy markets as oil prices rise[155] Iran War's Energy Shock Is Spreading to Crop-Based Fuels[156] Iran War- supply chain risks and outlook for mining industry[157] Iran's strike on Qatar gas facility will reduce supply for 3 to 5 years[158] Iranian missile strike hits chemical factory in Israeli industrial zone[159] Iranian Strikes on LNG Plant Heighten Risk of 'Doomsday Scenario' for Natural Gas[160] Irish-founded Horizon Quantum raises $120m with Nasdaq listing[161] Iron ore rises on high freight rates, energy prices[162] Is Applied Optoelectronics, Inc. (AAOI) A Good Stock To Buy Now?[163] Is Nvidia (NVDA) Quietly Redefining Its Moat By Pre-Buying Advanced Optics Capacity?[164] Is Silver Heading for Another New High?[165] Is Trump any closer to an Iran exit strategy?[166] Isolated and H2-reduced Anderson clusters catalyse low-temperature hydrogenation of CO2 to methanol[167] Israel and Iran attack gas facilities, in a major escalation that rattles markets[168] It's not just rising oil prices you'll have to worry about if Iran conflict continues[169] Jaecoo 7 gains 221bhp, 52mpg hybrid powertrain[170] Japan begins release of oil reserves as Iran war sparks energy crisis[171] Japanese firm develops optical fiber with 4x traffic capacity[172] Jeff Bezos Seeking $100 Billion to Buy Manufacturing Companies[173] JPMorgan Raises ADM Price Target on Improving Biofuels Outlook[174] JSW Steel buys rare cargo of BHP iron ore banned by China[175] KPMG has a new way of pushing staff to make breakthroughs using AI[176] KPMG, PwC Involved In Tether's First-Ever Audit- Report[177] Kraken Pauses IPO Plans Amid Slumping Crypto Markets[178] Kuwait oil refinery hit again as Iran targets Gulf energy infrastructure[179] L'Inde se prépare à un déferlement de médicaments type Ozempic et Wegovy[180] La SEC cierra su investigación de cuatro años contra Faraday Future[181] Lamborghini EV still in the works for debut after 2030[182] Layoffs are feeling awfully tempting for a lot of companies right now[183] Linkers Industries Announces Pricing of $16 Million Best Efforts Public Offering[184] Major company invests millions to upgrade Wilmington facility[185] Major private gold buyer may need a Big Four audit now more than ever[186] Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output[187] Managers try AI, staff lag behind- HR urged to help[188] Mattr Announces Fourth Quarter & Full Year 2025 Results[189] MediaTek invests US$90M in SiPh startup Ayar Labs[190] Meta layoffs hit Reality Labs, recruiting divisions[191] Meta's massive undersea cable project has been put on hold by regional hostilities[192] Microsoft makes sweeping overhaul of HR organization, internal memo shows[193] Microsoft, Meta and OpenAI joined AMD and Nvidia for optical interconnect for AI megaclusters[194] Middle East conflict raises helium supply risks for South Korean chipmakers[195] Middle East conflicts largely avoided energy facilities in the past. Not in this war[196] Mining rush for critical minerals threatens Amazon land reform settlements[197] Mitsubishi Materials to end operations at its Onahama smelter by end-March 2027[198] Mittelabflüsse- Nervosität bei Private-Debt-Fonds wächst[199] MOEA establishes high-speed silicon photonics verification lab to shorten development timelines[200] More Inflation Is Why This Week's Collapse Strengthens Gold's Bull Case[201] MSMEs seek 6 months debt moratorium as gas supply shortage hits operations[202] Nanopositioning Metrology, Gödel, and Bootstraps[203] NASA Tests Prototype 3D Printed Titanium Antenna in Space[204] New Chery Tiggo 4 hybrid dips under £20k[205] New Form Of Aluminum Is Only The Beginning Of Replacing Precious Metals[206] Next phase of demand-led growth of ethanol to focus on higher blending target, flex-fuel vehicles and E-100[207] No One Is Coming to Save the Economy[208] Novo Nordisk anuncia una bajada de precios en España[209] Novo Nordisk starts €432m Ireland facility upgrade for oral Wegovy production[210] Nvidia says quantum computing will not replace GPUs[211] Nvidia signals optical future, but materials shortages stand in the way[212] Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization[213] OFC 2026 Opens Next Week in Los Angeles With Sold-Out Exhibition[214] Oil and gas prices surge as Iran escalates strikes on Gulf refineries[215] Oil back above $100 as conflicting reports emerge on US-Iran talks[216] Oil prices rise again as the Iran war enters its 5th week[217] Oil prices surge after Israeli strike on Iran's South Pars gasfield[218] Oil prices swing wildly amid mixed messages over Iran war[219] Oil soars past $100 a barrel amid Iran war[220] Oil surges to its highest price since 2023, and stocks drop after U.S. jobs report[221] Oil tumbles and stocks soar on US plan to end the Iran war[222] OpenAI's Former Research Chief Raises $70M to Automate Manufacturing With AI[223] Ozempic, Wegovy are getting generics as low as $15 around the world[224] Palm Oil Extends Advance as Crude's Rally Boosts Biofuels Appeal[225] PCAOB launches audit practitioner fellowship programme[226] Photoinduced radical-mediated atomic dispersion of noble metal nanoparticles[227] Photos show a major fire at a key UAE oil port, a day after the US struck a major Iranian depot[228] Physical AI- The Next Great Manufacturing Shift[229] Prices of Greener Jet Fuel Rise With Oil Shock, Leaving Airlines Exposed[230] Private equity stocks down 30-40% in three months[231] Prysmian Eyes New Texas Copper Mill Amid Data Center Boom[232] Pune small industries face production hit amid LPG and industrial gas supply disruptions[233] PwC will say goodbye to staff who aren't convinced about AI[234] Pílula oral supera Ozempic em eficácia[235] Qatar expels Iranian attaches after LNG facility strike[236] Qatar helium shutdown puts chip supply chain on a two-week clock[237] Qatar rejects attempts to 'drive wedge' with US over gas pause[238] Qatar says Iran missile attack sparks fire, causes damage at gas facility[239] QatarEnergy CEO says warned US, industry officials against attack on energy[240] Quantum Computing Edge Fades & Why Classical Systems Still Win[241] Quantum Computing Stocks IonQ, Rigetti Computing, and D-Wave Quantum Have Created Shockwaves With This $930 Million Warning to Wall Street[242] Quantum firm Xanadu jumps after rollercoaster debut trading[243] Quantum scale-up Pasqal plans $2B SPAC listing[244] Rigetti (RGTI) Reports $7.1M FY25 Revenue, Strong $589.8M Cash Position[245] Rio Tinto and Prysmian partner to deliver innovative low-carbon aluminium solutions[246] Rising oil prices amid Iran war renew focus on sustainable aviation fuel[247] Rolls-Royce Walks Back All-Electric Plan[248] Salesforce isn't giving raises to director-level and above employees this year[249] Samsung reportedly aims to begin silicon photonics mass production in 2028[250] Samsung's next big groundbreaking chip to enter mass production by 2028[251] Sanctioned poisoning- A presidential order ignites a battle for America's food future[252] Scientists finally see the atomic flaws hiding inside computer chips[253] Scientists Just Found Something Rather Grim That Happens When You Stop Taking GLP-1s[254] Scientists turn CO2 into fuel using breakthrough single-atom catalyst[255] SEC, PCAOB accounting, auditing enforcement actions drop- Cornerstone[256] Sezzle dismisses auditor Baker Tilly, appoints PwC for 2026[257] Shell declares force majeure on LNG contracts from Qatar[258] Should You Buy the iShares Silver ETF After Its 28% Correction?[259] Silver Price Analysis- Road To $100 Stays Open, But Macro Headwinds Build[260] SmartGreen's energy tech wins CA$860M Grid Vici deal in Canada[261] Something big is changing in auditing[262] Soybean Oil Surges With Iran War Adding to Biofuel Tailwinds[263] SPAC attack- Einride bets $1.35B that their SPAC will be different[264] Strait of Hormuz timelapse shows fall in shipping traffic[265] Submarine cables move to the center of critical infrastructure security debate[266] Sugar Prices Jump as Crude Oil Surges[267] Synergistic aluminum dual-atom sites and nickel nanoclusters for acetylene selective hydrogenation[268] T1 Energy, Inc. Investigated by the Portnoy Law Firm[269] Taiwan broadens strategic industry list to include AI, quantum, and SiPh[270] Tech CEOs Suddenly Love Blaming AI For Mass Job Cuts[271] Tech Memo interview- Talking 'atoms' and 'bits' with Eclipse's Joe Fath[272] Tech recruiters share what's happening to hiring in the Middle East[273] Tehran's 'tollbooth'- How Iran picks who to let through Strait of Hormuz[274] Tether Engages Big Four Audit In Major Transparency Push[275] Tether hires a 'Big Four' firm for a full audit of USDT reserves[276] Tether Hires Accountants KPMG And PwC Ahead Of U.S. Expansion[277] Tether hires KPMG for first full USDT audit, FT reports[278] Tether hires KPMG for USDT audit, brings in PwC as it gears up for U.S. expansion[279] Tether Retains KPMG, PwC for First-Ever Financial Audit- FT[280] Tether says 'Big Four' firm to handle first audit of USDT reserves[281] Tether says it has engaged a Big Four accounting firm[282] Tether Says It Will Be Audited By Big Four Accounting Firm—But Won't Say Which One[283] Tether taps Deloitte for first USAT reserve report[284] The $265 billion private credit meltdown[285] The $5 gallon that could break America[286] The EV graveyard- All the electric cars that automakers have axed this year[287] The global oil crisis is even worse than it looks[288] The Gold Paradox- Why Investors Aren't Finding Safety in Precious Metals During a Global Crisis[289] The Hidden 48-Day Countdown Threatening the Future of AI Chips[290] The Hormuz technology choke- Even the world's most dynamic industry can't escape this war's fallout[291] The Iran war disrupts global helium supply and artificial intelligence chip makers[292] The Iran war is driving an oil shock — but not a broad supply chain crisis, Goldman Sachs says[293] The Middle East crisis isn't just about stranded tankers — oil output could be forced offline next[294] The most innovative manufacturing companies for 2026[295] The oil logic behind Trump's war on Iran[296] The pain from the Strait of Hormuz crisis will be felt far beyond the pump[297] The Race to Beat Ozempic Is Getting Weird[298] The race to solve the biggest problem in quantum computing[299] The tech secrets of Audi's smartest diesel engine yet[300] The US Navy is pouring almost $1 billion into automating submarine production[301] The world's first diesel plug-in hybrid pickup truck is here[302] These robots are coming for the jobs no one wants[303] Tier-1 orders from major automakers fueling growth for Hiroca[304] Timelapse shows change in the flow of ships in the Strait of Hormuz[305] Tiny Electric Motor More Powerful Than a Supercar- Yasa Yokeless Dual-Rotor Design[306] Toronto quantum company Xanadu set to debut on TSX, Nasdaq in SPAC deal[307] Tractor makers gear up capex amid flat growth, eye exports and tech[308] Trump confirms meeting with China's Xi Jinping delayed as war on Iran rages[309] Trump having big White House event around EPA's biofuels mandates decision[310] Trump Is Trying to Bully Oil Tankers to Sail Through a Conflict Zone[311] Trump seeks to delay meeting with China's Xi by 'month or so' amid Iran war[312] Trump temporarily waives the Jones Act to try to lower gas prices[313] Trump Unveils New Loan Guarantees for Beleaguered Farmers[314] Trump's Disastrous Truth Social Company Hits Rock Bottom[315] TSMC to lead SiPh equipment and materials localization in Taiwan[316] Two deaths reported to drug watchdog over potential link to weight-loss jabs[317] U.S. evacuates diplomats from Middle East[318] U.S. investigates strike on Iranian school as the war sparks a global oil crisis[319] UMeWorld Inc. Completes Phase I PTU Process Design for Project Verdant[320] US, allied radar sites in Middle East struck at least 10 times- Visual analysis[321] US, China hold trade talks in Paris to clear path to Trump-Xi summit[322] US-Börsenaufsicht SEC stellt Ermittlung gegen Faraday Future ein[323] Venezuelan lawmakers open debate on a mining bill to lure foreign capital[324] War in Iran triggers an unprecedented disruption in global oil[325] WATCH- Oil and gas prices surge as Iran escalates strikes on Gulf refineries[326] Watch- Why the Iran war is pushing up oil prices[327] Wegovy jab 'may carry higher risk of sudden sight loss'[328] Weight-loss drugs may raise risk of bone and tendon problems[329] Weight-loss wegovy jab may carry greater risk of sudden sight loss, study finds[330] West Asia conflict disrupts gas supply to Maharashtra industry; MNGL invokes force majeure[331] West Asia crisis | Amid LPG supply concerns, induction cooktops fly off the shelves in Ahmedabad[332] West Asia war- Disruption hits chemicals, steel, aluminium, textile, breweries[333] West Sussex's Oracle rollout pushed back again as costs balloon 15 times[334] What causes sudden sight loss linked to Wegovy?[335] What gold investing alternatives are worth considering this March?[336] What Happens When You Stop Ozempic Stuns Researchers[337] What is 'eye stroke' and why has it been linked to weight loss injections?[338] What Is 'Eye Stroke'? Expert Explains The Rare Wegovy Risk[339] What is LNG and what is it used for?[340] What smart people are saying about oil's latest spike to nearly $120 a barrel[341] What Trump's war on Iran means for the US energy crunch[342] Which oil and gas facilities in the Gulf have been attacked?[343] Which quantum computing startups are worth betting on right now[344] Why I've Changed My Silver Forecast- The Coming Industrial Demand Collapse[345] World shares tumble as Iran war pushes crude prices over $110 a barrel[346] Xanadu Set For Market Debut As Quantum Computing Stocks Struggle In 2026[347] Xiaomi Integrates Humanoid Robots Into Manufacturing Lines[348] XRP treasury firm Evernorth discloses $233.7 million impairment in SPAC filing[349] EU Chemicals Agency backs 'forever chemicals' ban, with final decision to the Commission[350] ECHA's Socio-Economic Analysis Committee agrees its draft opinion on PFAS restriction proposal[351] TerraPower announces second Ac-225 production facility[352] Governor Shapiro Secures $450 Million Investment from TerraPower Isotopes[353] SEC Clarifies the Application of Federal Securities Laws to Crypto Assets