Despite the biggest supply shock in history, the oil market turned out to be significantly more flexible than most experts ...
Higher input costs and a potential El Niño weather event are combining to increase the risk of significant food price ...
Global oil prices are defying expectations, staying below $100 a barrel even after the Strait of Hormuz was effectively ...
The energy supply shock triggered by the Iran War has prompted the IEA to slash its global oil demand forecast.
Oil futures remain well below physical prices, suggesting markets are underestimating the scale and duration of the Middle East supply shock. Crude cargoes outside the Gulf are trading at extreme ...
The most obvious way that the current supply shock differs from previous such shocks is that it constitutes the largest oil and natural gas supply disruption on record. Another differentiating feature ...
Global oil inventories are plunging at record speed as strategic reserves and commercial stockpiles are drained to offset lost Middle East supply. Even if the Strait of Hormuz reopens soon, experts ...
China, tungsten and a supply shock in metal critical for war that will last far beyond Iran conflict
Simultaneous wars in Ukraine and Iran have depleted sources of tungsten, a largely obscure metal that is critical to munitions and industrial production.
Most AI bear cases share a common DNA: circular financing between hyperscalers and model builders, earnings expectations set too high, or valuation reset on the highest-multiple names. Joe Brusuelas, ...
Certainly, the red flags are waving. War with Iran has threatened the world’s supplies of aluminum, plastics and rubber in particular. The Middle East ships about 25% of the world’s polypropylene and ...
As decentralized digital assets, cryptocurrencies are largely determined by investor behaviour and macroeconomic trends. However, crypto prices may also shift due to supply-side events. Halvings, ...
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