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Gulf Shock May Spark Shortage Of World's Most Critical Industrial Chemical, Used Heavily In Mining
Gulf Shock May Spark Shortage Of World's Most Critical Industrial Chemical, Used Heavily In Mining
Goldman analysts Kyle Shaffer and Amanda Ross provided clients with a broad overview of industrials and natural resources amid energy disruptions in the Gulf area. In the note, they stated that the well-known Gulf energy shock is set to disrupt LNG production in Qatar for years to come. However, they also highlighted another emerging supply crunch that has received far less attention: sulfuric acid.
"Some long-lasting consequences have also started to emerge, including a 3-5 years production...
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Jun 4, 2026 / Tyler Durden
UBS Warns El Nino May Intensify Food Inflation Across Asia
UBS Warns El Nino May Intensify Food Inflation Across Asia
By now, readers have a clear understanding that the Gulf-driven energy shock is on course to collide with a potential super El Niño weather event, creating what could be a dangerous second-order shock to food supply chains around the world.
The concern is that extreme heat and disrupted rainfall patterns could hit top agricultural growing belts, dent harvest output, and amplify existing supply stress. Even before those weather-driven impacts fully materialize, global food prices are already rising, suggesting that...
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Jul 7, 2026 / Tyler Durden
Hours After Biggest Drone Blitz On Moscow In Two Years, Zelensky Turns Up Heat At NATO
Hours After Biggest Drone Blitz On Moscow In Two Years, Zelensky Turns Up Heat At NATO
Ukraine's President Zelensky is in Ankara for the annual NATO summit, trying to bring the pressure on the alliance to step up more defense backing amid the grinding war with Russia, which has increasingly turned into a 'battle of the skies'.
Over 430 Ukrainian drones targeted Moscow and the surrounding region overnight, soon after which Zelensky appeared on the NATO stage Tuesday, urging allies to prioritize the production of anti-ballistic missile systems. Already Britain has said it plans...
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Jun 5, 2026 / Tyler Durden
Moscow To Host US-Russia Hockey Match Week Of July 4th
Moscow To Host US-Russia Hockey Match Week Of July 4th
The world's two largest nuclear powers are apparently turning to old school, Cold War-style sports diplomacy to thaw out their deeply frozen bilateral relations, even as there's as yet no solution to the grinding Russia-Ukraine war.
Russian and American ice hockey players are scheduled to face off in Moscow on July 1. President Vladimir Putin first proposed holding hockey matches between Russian and American players in both countries during a direct phone call with President Trump.
Getty Images
Soon after that March 2025 phone...
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