Geopolitics
Norway wealth fund weighs $80B cut to U.S. Treasury holdings - Seeking Alpha
Norway wealth fund weighs $80B cut to U.S. Treasury holdings - Seeking Alpha
Denarius Prime
Energy
Rosneft Ships First Crude From $157 Billion Vostok Oil Project
Rosneft has shipped the first crude oil cargo from the Vostok Oil project in Eastern Siberia, despite sanctions targeting Russia’s energy industry and the exit of Western business partners. At peak capacity, the project is expected to produce between 50 and 100 million tons of crude annually. The Vo
Energy
Washington’s Venezuela Oil Deal Is About Much More Than Crude
Washington’s takeover of more than a fifth of Venezuela’s oil reserves in a deal officially signed by U.S. Energy Secretary Chris Wright on 2 September was as unexpected as it was dramatic, with President Donald Trump’s comment a few days earlier that it is “the biggest oil deal in world history” lo
macro
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Bitcoin Is The 'Last Functioning Smoke Alarm Of Liquidity,' Says Macro Analyst Luke Gromen - Stocktwits
Energy
Iran warns US energy assets in Gulf are vulnerable after latest clashes - Reuters
Iran warns US energy assets in Gulf are vulnerable after latest clashes - Reuters
Geopolitics
Gold at $4,400: Is the $5,000 Target Becoming a Realistic Scenario? - Investing.com
Gold at $4,400: Is the $5,000 Target Becoming a Realistic Scenario? - Investing.com
opinion
Jobs: QCEW shows over 2M jobs lost in Q1 - SchiffGold.com
Jobs: QCEW shows over 2M jobs lost in Q1 - SchiffGold.com
Energy
Iran’s Oil Dollars Are Drying Up—and Plunging It Deeper Into Crisis - WSJ
Iran’s Oil Dollars Are Drying Up—and Plunging It Deeper Into Crisis - WSJ
Markets
Gold (XAUUSD), Silver, Platinum Forecasts – Gold Retreats On Rate-Hike Worries - FXEmpire
Gold (XAUUSD), Silver, Platinum Forecasts – Gold Retreats On Rate-Hike Worries - FXEmpire
Energy
Russia Vows to Keep Selling Oil to India Despite U.S. Tariff Threat
Russia will remain a key crude oil supplier to India, Russia’s Ambassador to India, Denis Alipov, said in an interview with Asian News International, in which he also criticized the planned U.S. legislation to slap tariffs on countries importing Russian oil. Russia has become India’s single-biggest
macro
Foreigners could trigger higher UST supply when USD strengthens, Luke Gromen warns - Traders Union
Foreigners could trigger higher UST supply when USD strengthens, Luke Gromen warns - Traders Union
Energy
Sudan Could Become the Red Sea’s Next Energy Security Flashpoint
The investigations published by The New York Times and The Washington Post should not be dismissed as another collection of allegations emerging from Sudan’s opaque civil war. Taken together, they present the most substantial publicly available evidence yet that elements of the Sudanese Armed Forces