Two Killed by US Missile Strike on Boat in the Eastern Pacific

EV Demand Surges Across Asia After Energy Shock Sends Consumers Into Panic Mode One of the biggest takeaways in global energy markets this week is the growing fragmentation. Brent crude in Asia has surged to over $150 a barrel, with demand destruction already emerging, and China and India facing the greatest pressure given their heavy reliance on Gulf crude. Meanwhile, the Trump administration has moved to release barrels from the Strategic Petroleum Reserve to help cap WTI prices below triple digits, with US crude currently trading around $94 a barrel. And...

Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum A sense of urgency is building across Wall Street as notable desks push clients toward the critical materials theme we already laid out for readers, as the Trump administration accelerates efforts to rebuild conflict-free supply chains and reduce dependence on China. Resource nationalism and the looming rearmament supercycle are turning secure access to critical materials into both a national security priority and a multiyear investment theme. For miners already producing conflict-free critical materials outside...

An Israeli strike targeting a car on a busy street in Gaza City on Monday killed at least one Palestinian, a high school student, and wounded several others as the IDF’s constant violations of the US-backed ceasefire deal continue. The slain high school student has been identified as Raghad Ashour, who, according to the Quds […]