Crude Oil Reality: Physical Constraints Challenge Financial Views
Physical crude oil supply chains face operational hurdles, contrasting financial market reports.
Christal van der Merwe
Elliott Management Targets Northern Star Gold Miner Board
Activist investor Elliott Management seeks board changes at Australia's largest gold producer.
Gold Price Reality: Mining Costs Versus Market Narratives
Physical gold extraction faces immense logistical and energy challenges globally.
Hormuz Strait Choked: Oil Transit Faces Geopolitical Hostage Crisis
The Strait of Hormuz remains severely disrupted by geopolitical tensions, impacting global oil flows.
China Inflation Slows Amid Oil Price Drop, Shipping Costs Persist
China's July inflation cooled, providing a temporary market reprieve. Yet, global ocean freight rates remain stubbornly high, challenging supply chains.
Russian Oil Refining Plunges Amid Drone Attacks, Shadow Fleet Strain
Ukrainian drone strikes have crippled Russian oil refineries, causing production to hit a 21-year low.
Typhoon Dolphin Threatens China Ports, Supply Chains, AI Debated
Category 4 Typhoon Dolphin forces major Chinese ports to suspend operations, disrupting global supply chains.
Global Copper Market Seizes Amid US-China Scramble and AI Demand
A 150,000-tonne copper deficit is projected for 2026, fueled by US-China competition and AI demand.
Hormuz Closure Strangles Global Crude Flow, Fujairah Pivotal
Geopolitical tensions have severely restricted transit through the Strait of Hormuz, impacting global energy markets.
Physical Assets Outperform Digital: Peloton, Six Flags Decline
Digital subscription services like Peloton and Six Flags are seeing share prices fall due to cancellations and missed estimates.