The Market Is Starting To Price In Something Most People Still Don't See

FCC Set To Vote on Easing Satellite Power Rules, Boosting SpaceX's Starlink Authored by Kimberly Hayek via The Epoch Times (emphasis ours), The Federal Communications Commission (FCC) announced Wednesday it will vote on an order to revamp satellite spectrum-sharing rules that would benefit low-Earth orbit broadband providers - and SpaceX stands to gain the most. The SpaceX Falcon 9 rocket carrying Starlink satellites is seen over Sebastian Inlet after launching from Cape Canaveral, Fla., on Feb. 26, 2025. Sam Wolfe/Reuters “By discarding last century’s satellite regulations, we could see billions of dollars in benefits...

Europe Dodges A Rhine Crisis For The Worst Possible Reason Authored by Natalia Katona via OilPrice.com, Rhine freight from ARA to Karlsruhe has surged from €45/t to €215/t as Kaub remains below the 77-cm threshold needed for normal commercial traffic. The squeeze is disrupting 3.1 million t/y of ethylene capacity and product movements from the 320,000-b/d Miro refinery. Europe is avoiding a deeper crisis only because crackers are running at around 70% and fuel demand is weak. The Rhine has slightly risen from its mid-August record low (when Kaub's water level gauge - at...

Diplomats speaking with the Financial Times said Saudi Arabia has been discussing developing a mutual defense pact among Gulf Arab states and Iran.  Two Western diplomats told FT that the framework for the pact would resemble the 1970s Helsinki Process. The 1975 agreement reduced tensions in Europe by increasing trade.  The proposal from Riyadh comes […]