Swiss Inflation Dip: Ground Truth of Alpine
Switzerland's inflation slowed to 0.5% in June, but real-world transport costs remain high.
Gold's Volatility: Hormuz, Oil, Fed, Inflation
Gold prices plunged 14% this quarter amid oil supply shocks. A US waiver for Iranian crude exports highlights geopolitical control over energy flows.
Oil Supply Recovery Faces Major Physical Hurdles
Rebecca Babin predicts crude oil will settle between $75 and $80 a barrel by year-end.
China's Energy Self-Sufficiency Drive
Beijing's latest Five-Year Plan prioritizes domestic energy resources, aiming for 85% self-sufficiency by 2030.
Raizen's Cash Burn Deepens Amid Debt Restructure
Brazilian sugar and fuels giant Raizen SA reported a significant cash outflow for Q1 2026.
Iran's Hormuz Control Chokes Global Oil Supply
Diplomatic talks in Doha fail to address the physical reality of blocked shipping.
Permian Oil Driller Loan Struggles Amid Rising
JPMorgan Chase struggles to offload a $775 million loan for a Permian oil driller.
Hormuz Oil Transit Risks Surge After Tanker Hit
War risk insurance premiums for vessels operating in the Strait of Hormuz have tripled.
North American Energy: A Strategic Entanglement
The US relies heavily on Canada for crude oil imports and Mexico depends on American natural gas.
Red Sea Crisis Escalates: Global Trade Costs
Houthi attacks force shipping reroutes around the Cape, increasing fuel consumption and transit times.