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Nathaniel William Horadam

@horadam.bsky.social

1.9K followers 300 following 2.2K posts

Mostly energy, supply chains, and transportation. Toto enthusiast. Still a MENA student at heart. Onward, Rocinante!

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Nathaniel William Horadam @horadam.bsky.social · May 26

Been thinking a lot on current EV market dynamics, and would like to flesh out things in a bit more depth soon, but while others use framing like “between two waves,” I think the shift is more substantial and multifaceted.

I like to think we’re in middle of EV 2.5.

🔌💡🔌🚗

Nat Bullard @nathanielbullard.com · May 26

April 2025 battery electric vehicle sales in Europe-28. A few outlying trends at the brand level. www.jato.com/resources/me...

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Nathaniel William Horadam @horadam.bsky.social · 5h

Well this explains a lot.

paris martineau @paris.nyc · 1d

my latest investigation for @consumerreports.org is based on months of reporting and 60+ lab tests of leading protein supplements

we found that most protein powders and shakes have more lead in one serving than our experts say is safe to have in a day (🧵)

www.consumerreports.org/lead/protein...

Protein Powders and Shakes Contain High Levels of Lead - Consumer Reports

CR tests of 23 popular protein powders and shakes found that most contain high levels of lead.

www.consumerreports.org

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Reposted by Nathaniel William Horadam

Greg Bluestein @bluestein.bsky.social · 7h

Former gubernatorial nominee Jason Carter endorsed Jason Esteves’ campaign for governor this morning, calling him “the strongest candidate to meet this moment and build the coalition Democrats need to win next year.” #gapol

ajc.com/politics/202...

Jason Esteves picks up key endorsement from Jason Carter in governor’s race

Carter, the grandson of the late President Jimmy Carter, was Georgia's democratic nominee for governor in 2014.

ajc.com

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Nathaniel William Horadam @horadam.bsky.social · 1d

TFW you want to own the libs so hard by snubbing the logical renewables + battery installs that you go all in on vaporware

www-foxnews-com.cdn.ampproject.org/c/s/www.foxn...

Army’s nuclear comeback: Sweeping new program aims to break ‘tyranny of fuel’ at bases across the globe

The Army launches the Janus Program with hundreds of millions in funding over five years to install commercial microreactors at military bases worldwide.

www-foxnews-com.cdn.ampproject.org

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Nathaniel William Horadam @horadam.bsky.social · 1d

Psychohistory is a trash concept and the Foundation trilogy just hasn’t aged well at all.

Rachel Feder @rachelfeder.bsky.social · 2d

Tell me your most unhinged literary opinion, as a little treat

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Reposted by Nathaniel William Horadam

bleary @bleary.off-the-records.com · 2d

If anyone needs me I will be in the museum, lying down next to the bog bodies.

Did people really memorize phone numbers before cell phones, or is that just a movie thing?
2? Questions
I was watching some old shows from the 90s and noticed people would just dial numbers from memory - like they'd call their friends or family without looking anything up.
Made me wonder if that was actually normal back then? Did people genuinely have all their important numbers memorized, or did most folks keep a little address book or written list nearby?

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Nathaniel William Horadam @horadam.bsky.social · 1d

Unfortunately for these coal communities, many of the programs designed under BIL and IRA to give them a lifeline have been gutted.

Which means this administration has probably sentenced them to death, shackling them to an industry in terminal decline.

🔌💡

J. Mijin Cha @jmijin.bsky.social · 2d

New coal leases in the Powder River Basin have been paused after the first one had only a bid for 1/10th of a penny. They are trying to blame previous administrations, but the writing is on the wall. We should be supporting coal workers and communities not doing wtf this clown show is doing.

US postpones Wyoming coal lease sale after disappointing Montana auction

The Trump administration has postponed a scheduled sale of coal leases on federal lands in Wyoming two days after a disappointing auction in Montana, an Interior Department spokesperson said on Wednesday.

www.reuters.com

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Reposted by Nathaniel William Horadam

NY Times Pitchbot @nytpitchbot.bsky.social · 1d

Elon Musk is doing Enron the right way.

by Ezra Klein

electrek.co/2025/10/13/e...

Elon Musk's SpaceX and xAI are buying Tesla's unsold Cybertrucks

Hundreds of Tesla Cybertrucks have been spotted being delivered Elon Musk’s private companies, SpaceX and xAI, as Tesla is having...

electrek.co

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Nathaniel William Horadam @horadam.bsky.social · 1d

Gonna be funny when LNG ends up keeping coal uncompetitive long enough to block new builds, shutter old plants, and let the rest rot…only to hit utilities with sticker shock and further skew the LCOE competition toward renewables + batteries.

🔌💡

www.wsj.com/business/ene...

Trump Wants More Natural-Gas Exports and Lower Energy Prices. It’s Going to Be Tricky.

Major gas basins are growing old, and the U.S. lacks the proper infrastructure to ferry molecules where they are needed.

www.wsj.com

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Reposted by Nathaniel William Horadam

Nicholas Grossman @nicholasgrossman.bsky.social · 2d

If we must do a comparison of which American president did a better job securing the release of Israeli hostages, the answer is Joe Biden.

Rigorous, Fred-based Reporting @thefred.bsky.social · 2d

Biden's cease-fires got 135 living hostages released. Trump's got 20 (which is less than it would have been had he enforced the continuation of the January cease fire).

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Reposted by Nathaniel William Horadam

Carl Quintanilla @carlquintanilla.bsky.social · 2d

(Reuters) - U.S. companies and consumers are bearing the brunt of the country's new import tariffs, early indications show, contradicting assertions by President Donald Trump and complicating the Federal Reserve's fight against inflation.

@reuters.com
www.reuters.com/world/us/how...

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Reposted by Nathaniel William Horadam

FinTwitter @fintwitter.bsky.social · 2d

47% OF AMERICANS SAY GROCERIES ARE HARDER TO AFFORD THAN THEY WERE LAST YEAR, PER AXIOS.

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Nathaniel William Horadam @horadam.bsky.social · 2d

We’re really speedrunning the late 1920s huh

FinTwitter @fintwitter.bsky.social · 2d

SHARM EL-SHEIKH-GERMANY'S MERZ: FROM THIS PLACE, THE SIGNAL GOES OUT, IF THE COMMUNITY OF NATIONS OF THE WORLD STANDS TOGETHER, END OF WAR IS POSSIBLE

Nathaniel William Horadam @horadam.bsky.social · 2d

We’re about to see another massive bubble in mining and metals companies.

There just aren’t many viable US projects in development. We’re going to watch staggering amounts of cash set on fire in pursuit of “easy wins,” with no market development behind it..

🔌💡

www.wsj.com/business/jpm...

JPMorgan to Invest $10 Billion in U.S. Companies Critical to National Security

The investment bank pledges to take stakes in companies such as mineral producers, artificial-intelligence firms and others.

www.wsj.com

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Reposted by Nathaniel William Horadam

Felix Hamer • electricfelix @electricfelix.bsky.social · 2d

@luisvaldes.bsky.social:

"And so, if we already knew in 2024 that road fuel consumption had peaked in China, this year's huge 32% growth in pure electric vehicles, combined with the huge number of new models and the knock-on effect, will shake the foundations of the oil companies in 2026."
⚡️⚡️

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Nathaniel William Horadam @horadam.bsky.social · 2d

The aggressive self-promotion, making herself part of the story, may sadly just be a feature of this era…but the uncritical coverage of powerful people and straight up hucksters in exchange for access is heavily responsible for putting us in the situation we’re in.

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Nathaniel William Horadam @horadam.bsky.social · 2d

*cough* Kara Swisher *cough*

David Roberts @volts.wtf · 2d

The high-profile success of Olivia Nuzzi & Bari Weiss sends such an awful, awful signal to, and about, female journalists. So many sharp, careful, dedicated journalists out there and *this* is what the establishment rewards? This is the incentive structure? It's so gross.

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Nathaniel William Horadam @horadam.bsky.social · 2d

Thanks to GM and strong support from the Biden Administration (DOD DPA + 48C), the US is about to have its first state of the art commercial rare earth magnet facility in many years up and running in South Carolina.

The Inflation Reduction Act made it all possible.

🔌💡🔌🚗
www.wsj.com/business/aut...

GM’s Rare-Earth Gamble Pays Off as China Tightens Magnet Exports

The automaker has quietly seeded the revival of the domestic magnet industry, locking down supply amid trade tensions.

www.wsj.com

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Nathaniel William Horadam @horadam.bsky.social · 2d

Broke: Tech oligarchs accidentally create HAL

Woke: Tech oligarchs accidentally create Bender

Sky Marchini @sky.skymarchini.net · 4d

neato, as the kids say arxiv.org/pdf/2509.22818

CAN LARGE LANGUAGE MODELS DEVELOP
GAMBLING ADDICTION?
Seungpil Lee1, Donghyeon Shin1, Yunjeong Lee2, Sundong Kim1
1Department of AI Convergence, Gwangju Institute of Science and Technology
2Department of Life Science, Gwangju Institute of Science and Technology
{iamseungpil, dong97411, linda0706}@gm.gist.ac.kr,
sdkim0211@gist.ac.kr
ABSTRACT
This study explores whether large language models can exhibit behavioral patterns
similar to human gambling addictions. As LLMs are increasingly utilized in finan-
cial decision-making domains such as asset management and commodity trading,
understanding their potential for pathological decision-making has gained practi-
cal significance. We systematically analyze LLM decision-making at cognitive-
behavioral and neural levels based on human gambling addiction research. In slot
machine experiments, we identified cognitive features of human gambling addic-
tion, such as illusion of control, gambler’s fallacy, and loss chasing. When given
the freedom to determine their own target amounts and betting sizes, bankruptcy
rates rose substantially alongside increased irrational behavior, demonstrating that
greater autonomy amplifies risk-taking tendencies. Through neural circuit analy-
sis using a Sparse Autoencoder, we confirmed that model behavior is controlled by
abstract decision-making features related to risky and safe behaviors, not merely
by prompts. These findings suggest LLMs can internalize human-like cognitive
biases and decision-making mechanisms beyond simply mimicking training data
patterns, emphasizing the importance of AI safety design in financial applications

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Nathaniel William Horadam @horadam.bsky.social · 2d

That sound you hear is every Vandy fan cackling at Penn State’s turn of affairs.

What goes around comes around.

Nathaniel William Horadam @horadam.bsky.social · 3d

I can’t seem to get “Opalite” out of my head. Send help.

Nathaniel William Horadam @horadam.bsky.social · 3d

Unfortunately I don’t see this admin doing anything more than demand-side support. It takes a much more robust and involved strategy to support the industry’s transformation (and potential rescue).

And trying to double down on ICE production will do little to structurally bolster the sector.

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Nathaniel William Horadam @horadam.bsky.social · 3d

2026-2028 will probably be the worst period for American auto since the GFC, with manufacturers unable to weather tariff-induced inflation and deteriorating finances for middle-income families.

Trump/Rs will try blaming EVs, but that argument will be farcical. It’ll be much bigger and existential.

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Nathaniel William Horadam @horadam.bsky.social · 3d

The Biden Admin offered major support via IRA for small and medium manufacturers to derisk investment in new product lines + modernize equipment, where they otherwise were too capital-constrained to make those investments.

48C tax credits in particular gave these manufacturers a lifeline.

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Nathaniel William Horadam @horadam.bsky.social · 3d

The EV shift was inevitably going to shutter many of these Tier 2 suppliers just because the cars are simpler to build and don’t require so many small parts.

But OEMs were giving many of them opportunities to transition to produce next generation parts.

Trump may have just nuked their runway.

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Nathaniel William Horadam @horadam.bsky.social · 3d

“One victim….is AlphaUSA, a Detroit-based group that makes precision metal components….the company is incurring additional costs of $250K/month because of the 50% tariff it pays on steel nuts it imports from Taiwan — a lot for a company with annual sales of $65M."

www.ft.com/content/55d7...

‘This is existential’: Donald Trump’s tariffs drive US car sector into turmoil

[FREE TO READ] Michigan’s ‘Big Three’ carmakers forecast a combined $7bn tariff-related hit to earnings in 2025

www.ft.com

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