UBS Reactivates Supply-Chain Stress Watch After Detecting Alarmingly Rapid Deterioration

Increasingly heavy fighting in the southwest and a growing number of Israeli airstrikes nationwide have caused the death toll in the Israeli invasion of Lebanon to surge, rising to at least 50 killed in the last 24 hours. Heavy fighting was reported in several areas along the southwest of the country, with the heaviest fighting […]

Solar Stocks Surge As Energy Shock Revives Renewables Trade Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching. "Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday. Wijaya said, "Certainly seems that way based on recent px action in residential solar."  "SEDG is +79% YTD vs ENPH...

Trump Begins Blockade Of Hormuz Strait, Says Iran "Will Not Be Allowed To Profit From Extortion" Summary President Trump begins blockading Strait of Hormuz, warns US military will "finish up the little that is left of Iran" 2 Supertankers U-turn after peace deal talks fail UAE Oil Chief warns Iran blocking Hormuz is "a direct threat to the energy, food and health security of every nation" The odds of a peace deal by the end of the ceasefire period has collapsed... President Trump Begins Blockading Strait Of Hormuz President Trump said the US would blockade the Strait...