Open Sesame

Today Will Or Won't See A US-Iran Meeting In Doha Which Will Be "Perhaps Important, Perhaps Not" By Michael Every of Rabobank Build 'em up or Burnham down? In typical form, today will or won’t see a US-Iran meeting in Doha; which will be ‘perhaps important, perhaps not’; and either discussing the MoU or unfreezing $6bn of Iranian assets. So, the ‘peacefire’ continues, as expected, but with little chance this holds permanently. Likewise in Lebanon, where the US is pushing to disarm Hezbollah --which refuses-- and Israel won’t leave until that happens....

What Happens When A Metal The West Can't Live Without Runs Short At the end of last week, the Trump administration's halt to tungsten scrap exports took effect, as the U.S. and its allies confront a deepening supply crisis and race to find new supplies.  China's export restrictions are accelerating the West's campaign to secure ex-China supplies, reinforcing our U.S.-China decoupling theme and placing a major spotlight on the largest Western tungsten miner: Almonty Industries. The miner operates in Portugal and is ramping up its prized Sangdong Mine in South Korea, which...

Search Intensifies Off Nantucket After Gulfstream Jet Vanishes From Radar A massive search is underway off Nantucket on Saturday morning after a Gulfstream G100 carrying six people disappeared from radar while flying from Bermuda to Boston. The G100 was operated by Latitude Air Ambulance, which provides medical evacuation and repatriation services. BREAKING: Gulfstream G100 with 6 persons on board has reportedly crashed into the Atlantic while flying from Bermuda to Boston pic.twitter.com/gHZI5Sq2vc — Breaking Aviation News & Videos (@aviationbrk) October 3, 2026 Flight-tracking website Flightradar24 shows the area of interest where aerial and sea-based...