OPEC+ Agrees To Boost Output By Another 206,000 Barrels A Day When Strait Of Hormuz Reopens

Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market The global weight-loss drug market is now expected to reach $114 billion by 2030, up from Goldman's prior $101 billion forecast, as analysts cite faster adoption of oral obesity pills, stronger demand outside the U.S., and improved affordability that is expanding the patient pool. Goldman analysts led by Asad Haider and James Quigley laid out four main drivers behind the upgraded 2030 anti-obesity drug TAM forecast (previous forecast made in Dec. 2025): 1. Higher oral vs. injectable share and...

ASP Isotopes Offers Helium Alternative As Qatar Export Crisis Looms ASP Isotopes could provide timely relief for the global helium shortage. In a new research note from Canaccord Genuity analyst George Gianarikas, he highlights the company’s Virginia Gas Project in South Africa as a potential new source of supply just as Qatar’s helium exports face major disruption. The warning comes shortly after we reported on Qatar’s Ras Laffan complex damage and the closure of the Strait of Hormuz, which together threaten roughly one-third of global helium output. Helium remains essential for semiconductor manufacturing,...

The US and its Middle East allies have already fired more than 1,000 PAC-3 interceptors using the US-made Patriot air defense system since the US and Israel launched the war with Iran on February 28, according to a report from Bloomberg. Lockheed Martin currently produces PAC-3 interceptors at a rate of about 600 per year, […]