Taiwan Helium Imports Rapidly Shift From Qatar To U.S. As Global Energy Flows Are Rewired
The rewiring of global energy flows toward the U.S. comes down to one thing.
The rewiring of global energy flows toward the U.S. comes down to one thing.
...the scramble for prompt barrels is worsening even as paper markets lean on eventual normalization.
"we are not supporting the blockade"...
When it comes to the week ahead, clearly the Iran conflict will be the main focus, but there are a few other things to look out on the calendar.
April – 2026. The IRGC is master of the Strait of Hormuz. Only the American fleet stands before them. Oceans are now battlefields...
...second biggest drop in existing home sales since Nov 2022
...the risk-off move last night are a good reminder that this is still a fragile re-risking phase, not a straight line move higher...
Congress’s No. 1 priority will be to find a way forward on DHS funding... though at present, a compromise still seems distant...
An otherwise stellar quarter for Goldman was marred by unexpectedly poor performance from the bank's FICC group.
"The SFPD takes crimes involving guns extremely seriously..."
...the blockade meaningfully raises the stakes
The rerun of the 2008 script has never been clearer.
“I was expecting much worse both for the equity market and oil prices this morning. The market sees the blockade as a negotiation tool, but nonetheless, I feel the impact on stocks is quite modest.”
Ethereum’s post-quantum initiative sends a clear message: there is no immediate threat, yet delaying action is not an option...
Goldman commodity specialist James McGeoch told clients, "Hard to think of a bigger metal supply shock..."
As the saying goes, In a war one’s ability to withstand pain is even more important than one’s ability to inflict pain.
