Fossil Fuels: Global Economy's Fragile
Geopolitical events in March 2026 severely disrupted global petrochemical and fertilizer supply.
Permitting Reform Not Sole Key to Lower Energy
Expedited federal reviews for energy projects fail to address material costs and surging demand.
North America Trade Deal Review: USMCA Future
The upcoming USMCA review in July 2026 poses significant challenges for the auto sector due to potential RVC increases.
Energy Trading Talent Shifts Amid Grid Strain
A key Exxon Mobil gas trader moved to Expand Energy, highlighting infrastructure challenges. U.S.
Hormuz Strait Reopens: India's Energy Supply
Three Indian supertankers re-emerged in the Gulf of Oman, signaling a tentative traffic uptick.
South Africa Rate Hikes Cut Amid Iran Oil Deal
Traders reduce South African rate hike bets as a US-Iran peace deal sends oil prices plummeting. This eases inflation pressure, impacting SARB policy decisions.
Oil Prices Tumble: US Iran Peace Deal Eases
Oil prices fell sharply after a US-Iran peace deal, easing global tensions. This reduces inflation risks for import-dependent South Africa, potentially halting