macro
For what it is worth, it appears that diesel fuel/heating oil will rise with a final high next March. This can be accelerated by a cold winter, but also the damage that Ukraine has already done to Russia’s refineries has been massive. Diesel impact food dramatically. In Asia, ships need diesel to br
Energy
Shell has spoken out against a plan by the Australian government to ensure domestic gas supply by mandating LNG producers to reserve certain volumes of their output for domestic use. “Fundamentally, it's a sledgehammer to crack a nut. And it is an extraordinarily heavy-handed intervention into a mar
Markets
Dozens of gold workers in northern Sudan were killed over the weekend after warplanes bombed an open air mine near the Egyptian border, according to Sudanese rights groups, graphic video and eyewitnesses interviewed by The New York Times. - Facebook
Crypto
Bitcoin Magazine Ark Invest’s Lorenzo Valente: Bitcoin’s 5-Year Forecast – Stablecoin & Gold Impacts ARK Invest holds its 5-year Bitcoin thesis despite a flat year. Lorenzo Valente breaks down its Big Ideas report, digital gold, and institutional adoption. This post Ark Invest’s Lorenzo Valente: Bi
Energy
Ukraine disputes Trump's claim of energy ceasefire as Russian diesel deal draws fire - PBS
macro
Fear and Shortages: Identifying Geopolitical Risk and Supply Disruptions in Energy Markets - International Monetary Fund | IMF
Markets
Gold defies multi-decade high bond yields, but Q4 headwinds remain – Invesco - Kitco
Markets
At its annual meeting, the fund calls for ‘urgent’ action to rebuild public finances
opinion
Schiff w/ Szafron: Bond Yields Signal the Biggest Crisis Yet - SchiffGold.com
Geopolitics
Fitch expects durable deal to reopen Strait of Hormuz in early 2027 - Anadolu Ajansı
Crypto
Bitcoin Magazine Moscow Exchange to Launch Bitcoin Trading, Testing Underway Russia in recent months has paved the way to allow its citizens to trade bitcoin. This post Moscow Exchange to Launch Bitcoin Trading, Testing Underway first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.
Energy
Liquefied natural gas flows from the Persian Gulf are still over 75% lower than they were before February 28th. Yet heating demand is rising ahead of winter. In Europe, the November natural gas benchmark contract is trading at over 81 euros per MWh. In Asia, the spot market LNG price topped prices f