Energy

From Hormuz to the Caucasus: The New Geography of Energy Security - War on the Rocks

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DW NOTE

The piece maps energy chokepoints from the Persian Gulf to the Caspian at the exact moment Hormuz has been blockaded for 133 days and oil has fallen 27% anyway. Either the thesis is obsolete or the market has priced in permanent closure. Neither reading is comforting.

Read the full story at War on the Rocks →

Kuwait’s crude oil exports have rebounded to about 1 million barrels per day (bpd), recovering to two-thirds of the 1.6 million bpd shipped through the Strait of Hormuz before the Iran war, according to a senior official at state-owned Kuwait Petroleum Corporation (KPC). Kuwait has managed to ramp u

Gold SWOT: Large asset managers are rebuilding their gold positions following price pullback - KITCO

Sovereign Debt: The Secret of Gold That Governments Don't Tell - WEEX

From Hormuz to the Caucasus: The New Geography of Energy Security - War on the Rocks

Read more

EM debt fares well amid US Treasury selloff - EnterpriseAM

Gulf Producers Find Workarounds As Hormuz Tensions Persist

Gold SWOT: Large asset managers are rebuilding their gold positions following price pullback - KITCO

Sovereign Debt: The Secret of Gold That Governments Don't Tell - WEEX