Marcin Frąckiewicz

Marcin Frąckiewicz is the CEO of TS2 Space and a longtime technology entrepreneur focused on telecommunications, satellite communications and digital innovation. A graduate of the Warsaw School of Economics (SGH), he writes about space technology, artificial intelligence and publicly traded technology companies. His analysis covers major market trends, emerging technologies and the businesses shaping the future of the global economy.

Shell Stock Price Today: Oil Rebound and $3 Billion Adura Loan Put Shares Back in Focus
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Shell Stock Price Today: Oil Rebound and $3 Billion Adura Loan Put Shares Back in Focus

Shell Plc’s U.S. shares edged up roughly 0.3% to $90.71 on Tuesday, tracking Brent crude’s rebound past $100 a barrel after Iran pushed back on talk of negotiations with the U.S. Investors sifted through news of a $3 billion funding deal for Adura, Shell’s North Sea partnership with Equinor. This shift is significant for Shell, given its exposure on both fronts of the Gulf turmoil. Rising crude prices can boost cash flow fast. But the conflict has also hit Shell-connected assets in Qatar, while stirring up new doubts around LNG—liquefied natural gas—a business central to the group.
March 24, 2026
Lloyds Banking Group Share Price Holds Near 93p as FCA Motor Finance Update Looms
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Lloyds Banking Group Share Price Holds Near 93p as FCA Motor Finance Update Looms

Lloyds Banking Group shares held near 92.68 pence in London on Tuesday, as investors sized up a fresh date for Britain’s motor-finance compensation plan and another shaky session for bank stocks. The Financial Conduct Authority said it would spell out its approach on March 30, after markets close. The timing matters. The FCA’s redress plan — compensation for customers who were not properly told about commissions on car loans — has been one of the biggest overhangs for a small group of lenders, and Reuters has reported both that the watchdog put the bill near 11 billion pounds last year and that Lloyds is among the banks with material exposure.
March 24, 2026
Kenya Fuel Shortage Deepens as Nairobi Pumps Run Dry, Dealers Warn of Supply Halt
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Kenya Fuel Shortage Deepens as Nairobi Pumps Run Dry, Dealers Warn of Supply Halt

Petrol shortages in Nairobi intensified Tuesday, leaving stations across the city bone dry. Lines snaked out from the handful of pumps still serving customers, while no-fuel notices went up at many more. Officials maintained there was enough supply nationwide, but dealers cautioned that the crunch might soon reach areas outside the capital. Timing is crucial here: Kenya depends on imported refined fuel, its fortunes tied to Gulf supply routes. Right now, conflict in the Middle East has already upended traffic through the Strait of Hormuz—a waterway that moves roughly a fifth of the world's oil and LNG. In Kenya, even a brief supply squeeze can show up fast in bus fares, freight charges, and the price of food.
March 24, 2026
ADP Stock Under Fresh Scrutiny as SEC Filings Show Mixed, Delayed Fund Moves
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ADP Stock Under Fresh Scrutiny as SEC Filings Show Mixed, Delayed Fund Moves

Institutional moves in Automatic Data Processing have been anything but straightforward lately. TABR Capital Management disclosed a fresh $4.55 million stake in ADP in a Jan. 9 SEC filing. But by Jan. 28, an amended restatement covering the same Dec. 31 period dropped ADP from the holdings altogether. Why does it matter? Form 13F filings—those laggy quarterly SEC snapshots of fund positions—can tip investors off to which stocks are drawing serious attention. On Monday, ADP traded up roughly 0.5% to $209.71.
March 24, 2026
Gold Prices Tumble Despite Iran War as Oil Whipsaws and Investors Dump Metals
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Gold Prices Tumble Despite Iran War as Oil Whipsaws and Investors Dump Metals

Gold lost its initial war-driven momentum, sliding for the ninth session in a row on Monday. Prices dipped to a four-month low before clawing back some ground, after U.S. President Donald Trump put off planned strikes against Iranian energy targets for five days. That pause helped extend a rout that had already marked the metal’s worst week since 1983. This shift is notable: for once, bullion hasn’t been the go-to haven. Investors have been offloading gold rather than piling in, with oil-linked inflation jitters sending yields up and pushing out any chance of rate cuts. Charu Chanana at Saxo observed that the market is treating the turmoil as “more than just a geopolitical flare-up,” bracing for a longer-lasting stagflation shock—think
March 24, 2026
Fed’s Goolsbee Says Rate Hikes Back on Table as Iran War Clouds Cuts
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Fed’s Goolsbee Says Rate Hikes Back on Table as Iran War Clouds Cuts

Chicago Fed President Austan Goolsbee on Monday left the door open to a rate cut this year—provided inflation comes down—but didn’t rule out a hike if the war with Iran keeps prices elevated. “Both scenarios are on the table,” he told CNBC. This comes just a week after the Fed kept rates steady at 3.50%-3.75%, with officials signaling one cut for the year. But the Iran-driven oil shock changed the math fast. By Friday, futures traders were suddenly assigning about a 25% probability to a December hike—something that wasn’t even on the radar days before.
March 24, 2026
European ETF Outflows Spread as Iran War Oil Shock Tests Market Calm
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European ETF Outflows Spread as Iran War Oil Shock Tests Market Calm

Investors pulled money from European exchange-traded funds on Monday, with outflows hitting both bond and financial stock ETFs amid anxiety that the war with Iran could keep energy prices high. According to Morningstar Direct data reported by ETF Stream, Europe-based fixed-income ETFs had lost $675 million by March 18, while financial-sector ETFs were down $3.2 billion. Those withdrawals came despite a late-session market bounce after U.S. President Donald Trump delayed U.S. strikes on Iranian power infrastructure for five days. Rising fuel prices are pushing up household expenses and shaping Europe’s outlook for interest rates, sparking concerns about weaker growth and quicker inflation. Euro zone consumer confidence dropped to -16.3 in March after a reading of -12.3, according to the latest
March 24, 2026
Why MARA Stock Is Swinging Again as Bitcoin Rebounds and Its AI Data Center Pivot Faces Scrutiny
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Why MARA Stock Is Swinging Again as Bitcoin Rebounds and Its AI Data Center Pivot Faces Scrutiny

MARA Holdings shares jumped Monday as bitcoin rallied, but investors remained divided on the miner’s planned pivot to AI data centers—and just how much bitcoin MARA might need to liquidate to bankroll the transition. By 5:28 p.m. EDT, shares were at $8.91, a gain of $0.44 on the day. Bitcoin hovered around $70,929, up roughly 4.5%. The issue is getting attention as AI firms scramble for dependable power sources, with crypto miners sitting on a chunk of that limited supply. MARA is making a play to turn its mining sites and energy holdings toward landing contracts for artificial-intelligence and high-performance computing jobs — those massive, energy-intensive workloads running behind cloud and AI platforms — instead of sticking strictly to mining.
March 23, 2026
Dow Jumps 631 Points, Oil Falls Below $100 as Trump’s Iran Talk Claim Revives Wall Street’s TACO Trade
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Dow Jumps 631 Points, Oil Falls Below $100 as Trump’s Iran Talk Claim Revives Wall Street’s TACO Trade

Stocks bounced back Monday as oil tumbled below the $100 mark, following President Donald Trump’s comments on “productive” U.S.–Iran talks and a five-day pause on planned strikes against Iranian power facilities. The Dow surged 631 points by the bell, the S&P 500 rose 1.1%, and the Nasdaq picked up 1.4%. Brent crude fell to $99.94 a barrel. Investors had steeled themselves for a harsher energy jolt after the Strait of Hormuz was essentially closed off. Roughly 20% of the world’s oil and LNG supply passes through these waters. Just the hint of a disruption sent Treasury yields sliding, put pressure on the dollar, and funneled cash back into equities.
March 23, 2026
Elon Musk Found Liable in Twitter Fraud Trial as Jury Says Investors Were Misled in $44 Billion Deal
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Elon Musk Found Liable in Twitter Fraud Trial as Jury Says Investors Were Misled in $44 Billion Deal

SAN FRANCISCO, March 23, 2026, 2:27 PM PDT A San Francisco jury has decided Elon Musk misled Twitter investors amid his 2022 battle to acquire the company, a case tied to the $44 billion buyout he ultimately closed. Musk's legal team plans to appeal, but according to shareholders’ attorney Francis Bottini, estimated damages land near $2.5 billion.
March 23, 2026
Goldman Sachs Raises Brent, WTI Oil Forecasts Despite 11% Oil Drop on Iran Talk Hopes
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Goldman Sachs Raises Brent, WTI Oil Forecasts Despite 11% Oil Drop on Iran Talk Hopes

Goldman Sachs bumped up its 2026 oil price targets, citing risks from possible trouble in the Strait of Hormuz and a wave of strategic stockpiling that could keep supplies squeezed. Even after crude prices fell on optimism over potential U.S.-Iran talks, the bank now sees Brent averaging $85 a barrel, up from its previous $77 call. For West Texas Intermediate, the new forecast is $79, compared with $72 earlier. This call lands at a pivotal moment: despite the market’s abrupt turnaround, the supply shock remains unresolved. Roughly a fifth of global oil and LNG moves through the Strait of Hormuz. Asia, more vulnerable than most, sources about 60% of its oil imports from the Middle East.
March 23, 2026
African ministers snub London Africa Energies Summit as local content row deepens
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African ministers snub London Africa Energies Summit as local content row deepens

On Monday, the African Energy Chamber announced African petroleum ministers won’t be at the Africa Energies Summit in London this May, escalating tensions over local content and representation. The move comes after Mozambique's Energy Chamber withdrew from the event last week. This matters because the summit brands itself as Africa’s top global upstream gathering—upstream covering oil and gas exploration and production—and serves as a meeting ground for governments, national oil companies, and investors. Should official African attendance drop, a London event designed to promote licensing rounds and LNG export projects, with gas chilled to liquid for transport, could lose its edge just as Mozambique’s major gas projects are picking up.
March 23, 2026
Shell and BP Looked Like the FTSE 100’s Only Clear Oil Bets. Then Brent Fell Below $100
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Shell and BP Looked Like the FTSE 100’s Only Clear Oil Bets. Then Brent Fell Below $100

Shell and BP slipped on Monday, tracking Brent crude, which settled just below $100 at $99.94 a barrel after U.S. President Donald Trump hit pause on planned strikes targeting Iranian power plants for five days. The FTSE 100 managed to claw back from heavier losses earlier in the session but still ended 0.2% lower. Shell shares shed 4.2%; BP dropped 2.2%. The reversal is notable. Just last week, UK oil majors stood out as the market’s go-to safe haven against a war-fueled energy jolt, while traders started to worry that oil above $100 might puncture the prevailing optimism. Monday wiped that away fast—the selling wasn’t sparked by headlines from the companies themselves but by crude’s own swings.
March 23, 2026
ASX Falls, Fuel Security Fears Grip Australia as Iran Threats Whipsaw Oil and Stocks
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ASX Falls, Fuel Security Fears Grip Australia as Iran Threats Whipsaw Oil and Stocks

Monday brought a jolt to both Australian markets and the government’s fuel-supply narrative as the Iran conflict unsettled energy prices, only for a late shift in U.S. military plans to briefly ease the tension. President Donald Trump announced a halt to planned strikes on Iranian power plants, a reversal after stocks in Sydney had already lost ground and ministers faced renewed scrutiny on fuel security. This is a bigger deal for Australia than for many peers, since roughly 90% of its fuel is shipped in — and domestic shortages have already been flagged. Energy Minister Chris Bowen pointed out that six shipments slated for delivery between mid-April and mid-May were either cancelled or pushed back, though replacements have filled some
March 23, 2026
AI Simulations Are Reshaping Renewable Power Output — and Energy Stocks Are Taking Notice
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AI Simulations Are Reshaping Renewable Power Output — and Energy Stocks Are Taking Notice

HOUSTON, March 23, 2026, 12:51 PM CDT AI simulation made another leap into the energy sector Monday, as Hitachi Energy rolled out its HMAX Energy software-and-services platform targeting utilities, renewables, and data centers. Nvidia and Emerald AI, meanwhile, announced collaboration with AES, Constellation, Invenergy, NextEra Energy, Nscale Energy & Power, and Vistra on building out large-scale AI data centers intended to plug in more quickly and adapt to the grid in real time. Emerald AI CEO Varun Sivaram argued the new facilities shouldn’t act as “passive loads or permanent islands.”
March 23, 2026
Fusion Energy Startups Go Public as AI Boom Accelerates Investment in Clean Power Stocks
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Fusion Energy Startups Go Public as AI Boom Accelerates Investment in Clean Power Stocks

Fusion energy startups are heading to public markets, lured by surging AI-driven power needs and new funding flows for always-on clean energy. General Fusion struck a blank-check merger deal to go public, while TAE Technologies is eyeing a tie-up valued at over $6 billion with Trump Media & Technology Group. Fusion’s pitch: generate electricity by fusing light atoms, replicating the sun’s energy source. Why does the shift matter? Data centers are redrawing America’s power landscape. By 2030, these facilities could consume as much as 9% of all U.S. electricity. Both North American solar and wind contract prices climbed 9% in the fourth quarter of 2025—hyperscale companies scrambled to secure supply. “Hyperscalers are increasingly partnering with developers,” said Caroline Mead, a
March 23, 2026
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