"The National Security Premium": US Plan To Counter China In Critical Miners Could Drive Up Global Prices

Trump Announces Start Of "Clearing Out" The Strait As A "Favor" To RoW As 'Indirect' Talks Begin With Iran Summary:  President Trump announces start of "clearing out the Strait" as a favor to the rest of the world as two U.S. Navy guided-missile destroyers passed without incident. Peace talks in Pakistan begin in indirect format, led by Vance and on Iran side - Ghalibaf, Arachchi. Saturday sees more Israeli strikes on Lebanon, with Hezbollah supporting Pakistan talks but rejecting 'separate deal' directly with Israel. Trump on talks and potential bigger future attacks on Iran: "You don’t need a backup...

We Didn't Just Get Expensive Electricity. We Built A System That Makes It Inevitable. Authored by William Murray via RealClearEnergy, Most Americans don’t think about electricity until the monthly bill arrives. It comes once a month, often quietly, but lately it’s landed like a thud. Heating your home now costs hundreds more a month than it did just a few years ago. You use the same appliances. You flip the same switches. Nothing in your daily life has changed – except the price. Why? When one looks inside the electricity system, the experience is...

Dry Van Spot Rates Highest Since 2022 As Spring Tightens Capacity Submitted by FreightWaves, The freight market momentum is building at a rapid clip. National dry van spot rates — tracked via the SONAR National Truckload Index, the 7-day moving average of booked rates including fuel — have broken out to a new cycle high of $2.89 per mile. This represents the strongest level since 2022 and confirms the market’s shift toward carriers is gaining real traction. Even more telling: rates jumped $0.12 per mile in the past week alone. That’s a sharp...