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From Benicia to the Bahamas: The Surprising Supply Chain Behind California’s Gas Spike -( $PSX $VLO )

by John F. Heerdink, Jr. February 16, 2026 244Views 0Likes

California drivers are discovering that “California premium” at the pump comes with a 40‑cent surprise this February, as refinery shutdowns tighten supply and push the statewide average to roughly the mid‑4‑dollar range per gallon. In true Golden State fashion, the market is…

Leidos’ $2.4 Billion Power Play: Why the ENTRUST Deal Could Supercharge Its Energy Future ( $LDOS $SPY )

by John F. Heerdink, Jr. February 2, 2026 383Views 0Likes

Leidos (LDOS) is betting that the future of power isn’t just about electrons—it’s about engineering, data and a lot of capital expenditure, and it’s writing a $2.4 billion all‑cash check for ENTRUST Solutions Group to prove it. The deal doesn’t just bulk…

Michael Burry Bets on GME While U.S. Natural Gas Goes Parabolic Above 6 -( $BOIL $FCG $GME $KOLD $UNG $UNGG $UNL )

by John F. Heerdink, Jr. January 27, 2026 370Views 0Likes

U.S. natural gas just reminded Wall Street that it, too, can cosplay as a meme stock—think GameStop Corp. (GME) on a snow day—jumping above 6 per million British thermal units (MMBtu) for the first time since late 2022 as an Arctic blast…

Palantir and Holtec: A Data-Driven Power Couple Eyeing the Nuclear Renaissance – ( $PLTR $XLE )

by John F. Heerdink, Jr. June 26, 2025 268Views 0Likes

In a move that might make even Silicon Valley’s most seasoned disruptors do a double take, Palantir Technologies (PLTR) and Holtec International have announced a partnership that could reimagine the nuclear energy landscape. Their joint venture, called SMR-300, aims to supercharge the…

C5 Capital & Sibanye-Stillwater Set Global Stage For Advanced Nuclear Energy – ( $SBSW $XLE )

by John F. Heerdink, Jr. June 5, 2025 334Views 0Likes

In a move that could electrify the future of clean energy, C5 Capital—a global investment firm with a flair for innovation—has inked a Memorandum of Understanding with Sibanye-Stillwater (SBSW), the South African mining heavyweight, to jointly pursue advanced nuclear energy ventures across…

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From Benicia to the Bahamas: The Surprising Supply Chain Behind California’s Gas Spike -( $PSX $VLO )

Leidos’ $2.4 Billion Power Play: Why the ENTRUST Deal Could Supercharge Its Energy Future ( $LDOS $SPY )

Michael Burry Bets on GME While U.S. Natural Gas Goes Parabolic Above 6 -( $BOIL $FCG $GME $KOLD $UNG $UNGG $UNL )

Palantir and Holtec: A Data-Driven Power Couple Eyeing the Nuclear Renaissance – ( $PLTR $XLE )

C5 Capital & Sibanye-Stillwater Set Global Stage For Advanced Nuclear Energy – ( $SBSW $XLE )

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