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Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat
Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat
Readers have already been well briefed, see here and here, that roughly one-third of global helium supply has been disrupted, setting the perfect storm of chaos to spread across high-tech industries, particularly semiconductors. The shock is being driven by shipping restrictions through the Gulf and the shutdown of output from top producer Qatar, where damage to the Ras Laffan complex could keep supplies constrained for years.
As the U.S.-Iran conflict enters its second month, one of the clearest second-order effects of...
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Sep 4, 2026 / Tyler Durden
Labor Shock: US Adds 162K Jobs In August, 4-Sigma Beat And Above Highest Forecast
Labor Shock: US Adds 162K Jobs In August, 4-Sigma Beat And Above Highest Forecast
In our jobs report preview we quoted JPM's Market Intel desk which said that today's August payrolls number will be a case of "good news is bad news", and sure enough futures are sliding and yields surging after moments ago the BLS reported that in August, the US added a whopping 162K jobs, up from an upward revised 21K (July is no longer negative -23K), and the second highest monthly increase of 2026 (only March was higher)...
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Sep 1, 2026 / Tyler Durden
Solar Overtakes Coal As China's Largest Power Source
Solar Overtakes Coal As China's Largest Power Source
Authored by Tsvetana Paraskova via OilPrice.com,
Solar power has just become the single largest electricity capacity source in China, toppling coal in a landmark achievement of the Chinese renewable energy rollout.
Solar power capacity in China stood at 1,286 gigawatts (GW) at the end of July, Chinese media cited the country's National Energy Administration as saying on Tuesday.
Thus, solar capacity accounted for 31.5% of total installed power generation in China as of July 31.
In July, Chinese authorities said that China would have more installed...
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Feb 16, 2026 / Kyle Anzalone
Top Israeli Official: Hamas Has 60 Days to Disarm
A senior advisor to Prime Minister Benjamin Netanyahu said Israel is giving Hamas 60 days to disarm. Hamas has stated that it will only disarm as part of the process of the creation of an independent Palestine. Cabinet Secretary Yossi Fuchs said Monday that Israel was giving Hamas 60 days to disarm out of respect […]
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