Strait of Hormuz Ship Strike Raises Oil Supply Risk
A deadly strike on an Iranian vessel raises escalation risk in the Strait of Hormuz, where oil and LNG flows were already sharply reduced.
Commodities
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Brent Above $108 as Middle East Supply Risk Deepens
Brent traded above $108 as Middle East export constraints tightened. The key investor risks now run through inflation, margins and interest rates.
Kalshi Launches 24/7 Gold and Silver Perpetuals
Kalshi launched 24/7 gold and silver perpetual futures. Investors should weigh roll-free exposure against funding, liquidity and liquidation risk.
Gold Holds Near $4,413 Before U.S. Inflation Data
Gold holds near $4,413 as a softer dollar offsets 4.84% Treasury yields, putting U.S. inflation data and the Fed path in focus.
China Teapot Refiners Face a Crude-Supply Squeeze
China’s independent refiners face tighter crude supply and uneven margins as state-owned buyers absorb Russian barrels and Iranian flows remain constrained.
Brent Nears $100 After Saudi Energy-Site Attacks
Brent reached $98.48 after attacks on Saudi energy sites. Physical outages remain unquantified, while Hormuz risk and tight products drive the premium.
Hormuz Disruption Reshapes Oil Trade Routes in 2026
Shipping through the Strait of Hormuz has slowed sharply after tanker attacks, accelerating investment in bypass pipelines while leaving Asia exposed to higher freight and supply risk.
Citi Uranium Outlook: Testing the $100/lb Threshold
Citi expects uranium to exceed $100/lb within three months. Current spot and term benchmarks show why supply security—not simple scarcity—is driving the call.
New Cuba Sanctions Target Finance, Fuel and Nickel Channels
New U.S. sanctions target Cuban banking, fuel equipment and nickel operations. The local economic impact may be severe while global oil effects remain limited.