jacob l. shapiro @JacobShap
director of research @ https://t.co/rhhG36HJBR jashap.substack.com new orleans, la Joined March 2011-
Tweets27K
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jacob l. shapiro retweeted
Somebody wise started buying #soybeans exactly one hour before Trump posted "Soybeans will be a major topic of discussion with Xi." Just a coincidence or deep market knowledge? 🤔 #oatt
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jacob l. shapiro retweeted
Seems like the Trump administration has lost interest in actual pharmaceutical tariffs to force firms to produce in the US -- and is more interested in broad deals like the Pfizer deal. Significant shift politico.com/news/2025/10/0…
jacob l. shapiro retweeted
🤯 Crazy…
jacob l. shapiro retweeted
Did you know that the Trump administration has already launched a record 77 bombing missions in Somalia this year? The US is not prioritizing one murderous sacrifice zone over another--it’s spasming in every direction. The US practice of geopolitics is violent nonsense
Did you know that the Trump administration has already launched a record 77 bombing missions in Somalia this year? The US is not prioritizing one murderous sacrifice zone over another--it’s spasming in every direction. The US practice of geopolitics is violent nonsense
jacob l. shapiro retweeted
Taiwan has vowed to resist pressure from Washington to shift half of its chip production capacity to the United States, throwing down the gauntlet to the Trump administration. edition.cnn.com/2025/10/01/bus…
This makes my brain hurt. It’s an EO not a treaty. It’s retrenching US in MENA. It’s not “America First.” Is this about Israel or Iran or LNG or something else. Maybe there is a plan in all this but the cumulative impact of instinctive / shotgun US foreign policy means it is hard…
This makes my brain hurt. It’s an EO not a treaty. It’s retrenching US in MENA. It’s not “America First.” Is this about Israel or Iran or LNG or something else. Maybe there is a plan in all this but the cumulative impact of instinctive / shotgun US foreign policy means it is hard…
jacob l. shapiro retweeted
1/ Proud to share my essay in the Journal of Democracy on Bitcoin’s growing adoption as a powerful and undeniable tool in the global struggle for human rights In October print + digital editions Will be widely read by political scientists Send to normie friends Onwards!
A few things can be true at the same time: 1) China's economy is not so bad that they are just gonna make a deal, farmers seem particularly susceptible to China doom&gloom porn 2) There probably *will* be a deal featuring lots of promises of Chinese purchases of US ag products…
A few things can be true at the same time: 1) China's economy is not so bad that they are just gonna make a deal, farmers seem particularly susceptible to China doom&gloom porn 2) There probably *will* be a deal featuring lots of promises of Chinese purchases of US ag products…
jacob l. shapiro retweeted
It is now the seventh day – something that has never happened before – of an emergency situation at the Zaporizhzhia Nuclear Power Plant. Because of Russian shelling, the plant has been cut off from power, disconnected from the electrical grid, and is being supplied with…
jacob l. shapiro retweeted
Philippine assets are taking a big hit. Some pretty negative superlatives across all major asset classes bloomberg.com/news/articles/…
Philippine assets are taking a big hit. Some pretty negative superlatives across all major asset classes bloomberg.com/news/articles/… https://t.co/yDn8kbNHQD
jacob l. shapiro retweeted
«پاسداران واقعی انقلاب چاق نیستند!»
jacob l. shapiro retweeted
Energy use is way up in Texas but power prices have bucked the national trend and actually declined over the summer, mostly due to solar + storage records. VPPs are also growing in Texas and beginning to put a downward pressure on prices, too. 1/2
jacob l. shapiro retweeted
To all the folks who think this is somehow “sufficient” or “developed,” let me just say it’s a good thing Chinese people don’t see it that way. @passluo sent me this from Dayi County in Sichuan, near Chengdu. This is not even a city, so it’s below fifth tier, sometimes referred…
To all the folks who think this is somehow “sufficient” or “developed,” let me just say it’s a good thing Chinese people don’t see it that way. @passluo sent me this from Dayi County in Sichuan, near Chengdu. This is not even a city, so it’s below fifth tier, sometimes referred… https://t.co/W9eH5iWwAJ
jacob l. shapiro retweeted
well well well
jacob l. shapiro retweeted
Warm up
jacob l. shapiro retweeted
@RapidResponse47 lol
jacob l. shapiro retweeted
Oh boy
jacob l. shapiro retweeted
Globally, data centers are expected to consume more than 4% of electricity by 2035: BNEF. If the facilities were a country they’d rank fourth in electricity use, behind only China, the US and India. Energy bills near these data centers are already surging. bloomberg.com/graphics/2025-…
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