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UBS Warns Of "Scary" Oil Price Scenarios Once Inventory Buffers Run Dry
UBS Warns Of "Scary" Oil Price Scenarios Once Inventory Buffers Run Dry
Drawing down crude inventories at a record pace, with SPR releases doing the heavy lifting to cushion the Gulf supply shock, only delays the move higher in crude oil prices. Once those buffers are depleted, oil risks being violently repriced higher.
That is why the Trump administration's race to secure a peace deal with Iran and reopen the Hormuz chokepoint has taken on new urgency in recent weeks. The longer the critical waterway remains disrupted, the greater the risk...
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Apr 20, 2026 / Tyler Durden
US Nuclear Renaissance Finally Starts...? TNC Plans New South Carolina Reactor
US Nuclear Renaissance Finally Starts...? TNC Plans New South Carolina Reactor
The Nuclear Co. (TNC), a startup that emerged from stealth in 2024 as America’s full-stack nuclear project integrator, is preparing to propose one of the first large-scale conventional reactor builds in the United States in more than a decade.
According to Bloomberg, the company could unveil plans as soon as this week for an AP1000 reactor at one of three potential sites in South Carolina. The move comes as surging electricity demand, fueled largely by AI data centers, forces utilities...
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May 14, 2026 / Joakim Book
Today’s AIs Show the Marginal Revolution's Unfinished Business
In 1871, the “discovery” of marginal economic analysis soon took a wrong turn, moving towards quantification, data, and mathematics. It is time to “rediscover” the margin, this time the margin as explained by Carl Menger.
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May 22, 2026 / Tom Wilson
The Economic Problem Behind Zohran Mamdani’s Government Grocery Plan
Zohran Mamdani’s proposal reflects a growing belief that economic problems can be solved through public ownership and political management. But a grocery store is still a business governed by costs, and economic reality regardless of who owns it.
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