NEW: European Commission President Ursula von der Leyen says the EU could introduce Australia-style social media restrictions for minors as soon as this summer. Brussels is considering banning children under 16 from accessing social media platforms across the European Union, potentially impacting more than 65 million young people. Speaking in Copenhagen, von der Leyen said the EU must consider a “social media delay” for children and teenagers while a panel of online safety experts finalizes recommendations. She praised Australia’s crackdown on youth social media access, arguing that childhood is a “vulnerable phase” and warning about the speed at which technology is shaping adolescent development. The proposal could trigger a major clash with the Trump administration, which has previously threatened tariffs and retaliation against countries targeting American tech firms through regulation. Trump warned last year that digital regulations aimed at US technology companies amount to discrimination against American industry. The EU move follows France voting in March to ban under-15s from platforms including TikTok, YouTube, Snapchat and Facebook.

I had a great call with The President of the European Commission, Ursula von der Leyen. We discussed many topics, including that we are completely united that Iran can never have a Nuclear Weapon. We agreed that a regime that kills its own people cannot control a bomb that can kill millions. I’ve been waiting patiently for the EU to fulfill their side of the Historic Trade Deal we agreed in Turnberry, Scotland, the largest Trade Deal, ever! A promise was made that the EU would deliver their side of the Deal and, as per Agreement, cut their Tariffs to ZERO! I agreed to give her until our Country’s 250th Birthday or, unfortunately, their Tariffs would immediately jump to much higher levels. Thank you for your attention to this matter. President DONALD J. TRUMP ( TruthSocial: May 7 2026, 3:07 PM ET )

Brazil Sugarcane’s Embarrassing Turn: Loud Critics Now Hoping for Worldwide Misery For years, Brazil’s sugarcane mills loudly denounced corn-based ethanol producers as inferior, unsustainable, or somehow unworthy. How times have changed. Today, one barely needs to search to find just two major corn ethanol players generating more profit than the entire Brazilian sugarcane sector combined. Yet here we are: while a few forward-thinking mills have quietly adapted, the great majority remain trapped in a pathetic cycle of wishful thinking. They pin their hopes on global chaos - skyrocketing crude prices, fertilizer shortages, or convenient geopolitical wars - to magically restore their lost edge. This is not strategy. It is strategic surrender dressed up as optimism. Hoping the rest of the world suffers so you can survive is not merely fragile; it is embarrassingly low-level behavior for an industry that once prided itself on superiority. The Delicious Irony of Praying for Higher Oil Prices The contradiction reaches peak absurdity with crude oil. Higher prices do not kindly anoint sugarcane ethanol (or sugar, for that matter) while punishing everyone else. They slam diesel costs through the roof—precisely the fuel that powers harvesting, trucking, and distribution for sugarcane mills. Meanwhile, those same high diesel prices make it far more attractive for farmers to sell corn locally rather than export it, handing corn ethanol plants a stronger domestic position right in Brazil’s own backyard. On a wider scale, prolonged high energy prices simply crush demand. Struggling consuming countries cut back further, and governments—ever eager for votes—shower even more subsidies on local producers, be they sugarcane or beet. The mills cheer for turbulence abroad, only to watch it boomerang straight into their own costs and shrinking markets. And it gets even better. The very spike in crude, fuel, and fertilizer prices these mills are desperately wishing for would fuel broader inflation, prompting banks to aggressively increase lending costs and widen credit spreads. With the largest sugarcane producer already flirting with bankruptcy, risk-averse banks will be even less forgiving. If there is one thing Brazilian sugarcane mills possess more than anyone else, it is massive debt. The resulting surge in financing costs would brutally squeeze margins and threaten the survival of many over-leveraged operations. Cheering for the conditions that could sink you is a special kind of financial masochism. The Real Fight: Costs, Innovation, and Brutal Market Reality Instead of burning money on yet another trip to New York, these executives would do far better to stay home and fix what actually matters: slashing production costs, lifting yields, squeezing more revenue from every ton, and fiercely protecting their domestic turf. The electric vehicle wave is no longer coming — it has arrived. In the first quarter of 2026, EVs already represented over 66% of imports. The future of liquid fuels is shrinking faster than many care to admit, and denial will not slow it down. And while everyone obsesses over oil prices and EVs, an even quieter tsunami is building: GLP-1 receptor agonists — the Ozempic, Wegovy, and Mounjaro class of drugs. Almost no one in the Brazilian sugarcane industry wants to talk about them, but they are exploding in adoption. These appetite-suppressing wonders are slashing cravings for sugar, sweets, and sugary drinks (with users cutting sugary beverage intake by up to 65%), driving down overall calorie consumption, and reshaping food demand worldwide. In a world with high obesity and diabetes rates, wider access and falling prices will deliver a direct slap to sugar demand. While mills dream of higher crude prices saving them, GLP-1s are silently eating their lunch — one suppressed sweet tooth at a time. Cheering for a selective El Niño is equally delusional. Reality check: El Niño years like 2015 and 2023 produced some of the largest sugarcane crops on record, flooding the market with volume and hammering prices. Hoping for convenient climate chaos is not a strategy — it’s Russian roulette with your own balance sheet. Discipline Beats Distraction Every Time Of course, there is undeniable charm in flying to New York, sipping overpriced wine with fancy labels in elegant restaurants, and pretending the world still revolves around your spreadsheets/costs. For a fleeting moment, one can feel like a prince. The market, however, could not care less about your feelings or your frequent-flyer status. It rewards cold efficiency, superior performance, and relentless innovation — the very things the corn ethanol industry has delivered while others complained. The path forward is brutally simple: stop cheering for global misfortune and start building a genuinely competitive, adaptable business. Resilience is not found in desperate prayers for higher oil or foreign crises. It is created through discipline, focus, and the courage to face reality head-on. Those who grasp this will shape whatever future the industry still has. The rest will simply watch from the sidelines, wondering why the world refused to cooperate with their fantasies.

People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable. A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations. The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around. Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets. But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.

The Powell saga is a distraction. The Fed’s independence has been gone for a while. To be fair, what did people expect? Inflation is still elevated while debt service is already at unsustainable levels. You either crush the system with high rates, or you tolerate inflation and force rates lower. This isn’t a debate. It’s math. Meanwhile, in almost perfect timing: Long term inflation expectations just jumped to two year highs today.

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