Energy

Macro · 4 days ago Ukraine Launches Pelican Missile Strike on Moscow Oil Refinery Ukraine has executed a significant strike on a Moscow oil refinery using the Pelican ballistic missile, marking a notable escalation in its military strategy against Russia.

Macro · 4 days ago QatarEnergy Outlines LNG Recovery Plan Following Strait of Hormuz Reopening QatarEnergy has announced a roadmap to restore its liquefied natural gas operations after the reopening of the Strait of Hormuz, targeting 50% capacity within a month.

Funding · 4 days ago Saudi Arabia Prepares Response to Houthi Attacks on Oil Infrastructure Saudi Arabia is gearing up for a significant military response to recent Houthi attacks on its oil infrastructure, raising concerns over regional security and energy supply.

Macro · 4 days ago US Treasury Secretary Highlights Foreign Demand for US Assets Amid Record Debt Interest Payments US Treasury Secretary Scott Bessent reported strong foreign interest in US assets, with foreign holdings of Treasuries reaching $9.3 trillion. This comes as interest payments on public debt hit a record $1.27 trillion in fiscal 2026.

Security · 5 days ago Iran-backed Proxies Target Saudi Oil Infrastructure Amid Rising Regional Tensions Iran-backed groups have launched significant attacks on Saudi Arabian oil infrastructure, including key pipelines and military bases, raising concerns about the country's oil export capabilities and regional stability.

Funding · 5 days ago Smoke and Fire Near Riyadh Airport Raise Concerns Over Saudi Oil Operations A fire at a Saudi Aramco fuel tank and smoke near Riyadh's airport have heightened fears of operational disruptions in the region's oil infrastructure amid escalating tensions.

Markets · 5 days ago US Data Centers Set for Sevenfold Power Capacity Expansion, Led by Texas A recent report reveals that US data centers are poised for a massive increase in power capacity, with Texas expected to dominate the expansion.

Funding · 6 days ago Nscale Secures $2 Billion from Nvidia Ahead of IPO Plans Nscale, an AI infrastructure firm, has secured $2 billion in unsecured convertible loan notes from Nvidia as part of a broader fundraising effort ahead of its IPO.

Macro · 6 days ago Bank of Japan Increases Interest Rate to 1.25%, Highest Since 1995 On September 18, the Bank of Japan raised its benchmark interest rate to 1.25%, marking the highest level since April 1995, amid ongoing inflation pressures.

Derivatives · 6 days ago Eurogroup Plans Emergency Meeting to Tackle Rising Energy Costs Amid Market Turmoil Euro-area finance ministers are preparing for an extraordinary session to address surging energy prices, exacerbated by global bond-market instability and limited fiscal capacity.

Macro · 1 week ago US Airlines Reduce Flight Schedules Due to High Fuel Costs Major US airlines are cutting flight schedules as they face rising jet fuel prices, focusing on less profitable routes to maintain margins.

Macro · 1 week ago US Treasury Experiences Surge in Bond Yields Amid Rising Debt Supply US Treasury yields have surged, with 10-year bonds reaching 4.95% and 30-year bonds surpassing 5%, indicating a potential new normal for elevated bond yields driven by increased government borrowing and investor demand.

Macro · 1 week ago US-Iran Conflict Drives Surge in Fuel Prices Amid Ongoing Tensions The ongoing military conflict involving the US and Iran has led to significant increases in fuel prices, with analysts warning of further hikes due to geopolitical tensions affecting oil supply.

Policy · 1 week ago US Congress Enacts Sanctions Bill Against Russia Amid Ongoing Ukraine Conflict The US Congress has passed a significant sanctions bill targeting Russia, marking a renewed legislative effort to support Ukraine amidst the ongoing conflict.

Security · 1 week ago Iran Secures IAEA General Committee Seat, Undermining US Diplomatic Efforts Iran's election to the IAEA General Committee marks a significant diplomatic victory, complicating US efforts to manage its nuclear ambitions.

Adoption · 1 week ago Sen. Elizabeth Warren Supports AI Development Pause Amid Safety Concerns Senator Elizabeth Warren has endorsed a temporary halt on advanced AI development, advocating for federal regulations to ensure safety before further advancements are made.

Companies · 1 week ago Russia and Ukraine Continue Strikes Amidst Diplomatic Tensions Despite claims of a truce by former President Trump, Russia and Ukraine have resumed strikes against each other, highlighting ongoing tensions and stalled negotiations.

Derivatives · 1 week ago Leopold Aschenbrenner's Fund Faces New Losses After Reinvesting in AI Stocks Leopold Aschenbrenner's hedge fund, Situational Awareness, is experiencing losses again after recently re-entering the AI stock market, with significant declines reported across multiple holdings.

Macro · 1 week ago Saudi Arabia Halts Oil Loadings at Yanbu Following Pipeline Attacks Saudi Arabia has suspended oil loadings at the Yanbu port after attacks on its East-West pipeline, raising concerns about global oil supply and pushing Brent crude prices closer to $110 per barrel.

Macro · 1 week ago Oil Prices Exceed $100 Amid Middle East Tensions and US Economic Concerns Oil prices have surged past $100 per barrel, driven by geopolitical tensions and supply risks in the Middle East, raising concerns about the US economy and inflation.