Geopolitics
Can Renewables Industrialize Africa?
The Iran war is driving the continent toward Chinese-backed green energy.
Denarius Prime
Energy
Iran War Forces Energy Buyers to ‘Unshackle’ From Global Markets - The New York Times
Iran War Forces Energy Buyers to ‘Unshackle’ From Global Markets - The New York Times
Markets
Gold gains on pause in US-Iran fighting; Fed decision looms - CNBC
Gold gains on pause in US-Iran fighting; Fed decision looms - CNBC
macro
Japan Is the First Domino in the Sovereign Debt Crisis
Japan recorded a 1.01 trillion yen ($6.2 billion) trade deficit during the first half of 2026, according to preliminary government data. This does not mean that Japan will collapse tomorrow, but it is another crack in the foundation of a debt structure that can no longer withstand rising interest ra
Energy
Oil Slumps at Week’s Open as Washington and Tehran Pause Attacks - Bloomberg.com
Oil Slumps at Week’s Open as Washington and Tehran Pause Attacks - Bloomberg.com
Markets
Gold rises on weaker dollar; traders weigh Middle East pause, Fed outlook - Investing.com
Gold rises on weaker dollar; traders weigh Middle East pause, Fed outlook - Investing.com
Geopolitics
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - Forex Factory
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - Forex Factory
Markets
Oil prices fall as Iran and US pause strikes over Strait of Hormuz tensions
Brent opens lower after two weeks of escalating violence pushed crude to more than $100 a barrel
Energy
Mideast oil may soon have no way out amid wars, but the crisis in refined products is even worse - Fortune
Mideast oil may soon have no way out amid wars, but the crisis in refined products is even worse - Fortune
Energy
Oil Market's Glut Narrative Just Blew Up
Less than a month ago, analysts were warning of a looming glut of crude oil as tanker traffic via the Strait of Hormuz began to recover amid a U.S.-Iran ceasefire. Within days of these warnings, the ceasefire was a painful memory, missiles were flying again, and now Yemen’s Houthis are striking tank
Geopolitics
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global
Japan's Economic Reckoning: Debt, Geopolitics, and the Limits of Monetary Power - IndraStra Global
Energy
Iranian oil minister says it sold $18b. of oil during war, ceasefire - The Jerusalem Post
Iranian oil minister says it sold $18b. of oil during war, ceasefire - The Jerusalem Post