Skip to content
ChartLLM Solves 80 Year Old Math Problem: Potential Research Speedups from AIA general reasoning model resolved the 80-year-old Erdős unit-distance conjecture in approximately 32 hours of compute at a cost of roughly $1,000,…
ReportFYI In Brief: Shifts in U.S. Jet Fuel Prices and Commercial Air TravelThe ongoing war between Israel / U.S. and Iran that has led to a blockade of the Hormuz Strait has led to…
ChartShifts in U.S. Jet Fuel Prices and Commercial Air TravelSince the end of February, U.S. jet fuel prices have risen over 80% to an average of $4.10 per gallon in May,…
ChartU.S. Energy Intensity 1949-2025From 1949 to 2025, U.S. energy efficiency improved at an annualized rate of 1.6%, such that each dollar of inflation-adjusted GDP in…
ChartNatural Gas Exports Surpass Soybeans in Importance for Reducing U.S. Trade DeficitBeginning in 2021, the net value of U.S. natural gas exports reached $30 billion, exceeding soybean exports by $3 billion, and has…
ChartU.S. Diesel Prices and Shifts in Truck-Hauled Freight – RevisitedPairing U.S. diesel prices against truck-hauled freight activity from November 2024 through March 2026, the chart shows that the Strait of Hormuz…
ChartU.S. Gasoline Prices: Strait of Hormuz Closure vs. the Renewable Fuel StandardComparing U.S. retail regular gasoline price components between January 2024 and April 2026, EPRINC estimates that domestic crude costs have risen 37%…
ChartStrait of Hormuz Closure: Gasoline and U.S. Fuel PricesAlthough the United States remains largely insulated from the physical shortfalls triggered by the Strait of Hormuz closure, its internationally traded fuels…
ChartStrait of Hormuz Closure: The Arithmetic of the Crude Shortfall after Five Weeks of PolicyThis week's chart tracking the policy mitigation efforts and breaking down the alarming headline "20% of global oil supply" into a precise arithmetic problem — showing exactly which offsets are holding the crude market together, which ones depend on Iran's goodwill, and how much margin remains if any single piece fails.
ChartStrait of Hormuz Closure: Helium and Semiconductor ManufacturingLast week's chart on Qatari helium supply disruption. Qatar produces 35% of global helium—now entirely offline—with cascading effects on semiconductor fabrication, MRI systems, and aerospace. Term contract prices have doubled since the closure began.
