Saudi Arabia can ship oil without using the Strait of Hormuz. Reports of fresh attacks put that backup route in focus as Brent rose above $95.
Saudi Arabia Has a Way Around Hormuz. It’s Under Pressure. Read More »
Europe enters winter with less gas in reserve. Russia and Ukraine agree in principle to a prisoner exchange, and CoreWeave looks to customer deposits to help fund its buildout.
Europe Is Going Into Winter With Less Gas in Reserve Read More »
Russia wants a wider European security bargain in Abu Dhabi. Iran’s blockade still matters, and America’s nuclear plans depend on foreign fuel.
Russia Wants More Than a Deal on Ukraine Read More »
Saudi crude kept moving after a strike and Brent fell nearly 6%. In Washington, the Iran war came back to the House. On Wall Street, Nvidia sat out the chip rally.
The Pipeline Was Hit. Oil Got Cheaper. Read More »
The midterms shifted power in Washington, tankers faced new threats near Hormuz, and Wall Street questioned AI spending. The Weekly Lens connects the risks.
Washington Changed Hands. The Markets Found New Reasons to Worry. Read More »
The US midterms moved oil prices. What would Congress and Qatar have to achieve before shipowners can count on a safer crossing through Hormuz?
Would You Send the Next Tanker? Read More »
Wall Street gave back Wednesday’s rally and then some. Oil rebounded as reports of tanker incidents came in, and a bank collapse brought down Paraguay’s president.
The Selloff Started in Chips. It Didn’t Stay There. Read More »
Democrats took Congress and broke a three-decade Republican hold on the Texas governor’s office. Oil traders saw a better chance of an end to the Iran war. In the Gulf, the UAE was already thinking about another way around Hormuz.
Texas Turned Blue. Oil Fell Below $95. Read More »
The US midterms could change who Trump has to bargain with. Plus Hormuz shipping, Apple and AMD, and the global market dashboard.
The Art of the Deal or the Art of the Veto? Read More »