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"Optimism Has Picked Up": Retail Operators See Consumer Relief After Gas Prices Tumble
"Optimism Has Picked Up": Retail Operators See Consumer Relief After Gas Prices Tumble
As soon as the national average for 87-octane gasoline at the pump dipped below the politically sensitive $4-a-gallon level early last week, we observed multiple institutional desks begin to forecast that the light at the end of the tunnel was beginning to materialize for consumers, especially working-class households that have been financially battered by surging fuel prices over the past several months.
UBS analyst Mark Paski told clients about "early signs of a turn in U.S. consumer discretionary."
Then,...
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Aug 3, 2026 / Tyler Durden
Exelon "High Probability" Data Center Load Falls 40%
Exelon "High Probability" Data Center Load Falls 40%
By Ethan Howland, senior reporter at UtilityDive
Exelon’s “high probability” data center load fell nearly 40%, to about 11 GW, in the second quarter from 18 GW at the end of last year, the Chicago-based utility company said Thursday.
The decline comes as Exelon utilities have been entering into “transmission security agreements” with potential data center customers, it said. The TSAs include provisions designed to protect existing ratepayers from data center-related costs such as credit obligations, committed revenue contributions and shortfall payments.
“What this update reflects...
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Apr 15, 2026 / Tyler Durden
Negotiators Make 'Progress' Toward 2nd Round Of Pakistan Talks, While More US Troops Prepped To Deploy Near Iran
Negotiators Make 'Progress' Toward 2nd Round Of Pakistan Talks, While More US Troops Prepped To Deploy Near Iran
Summary
The Iran war is "very close to over" with authorities in Tehran eager to agree a peace deal, Trump says, adding: "We've beaten them militarily." Axios cites 'progress' toward framework to end war.
AP/Bloomberg reporting the two sides have an "in principle agreement" to pursue further diplomacy; however, this is batted down as 'unconfirmed' by Tehran & a US official.
The Pentagon is sending thousands of additional troops into the Middle East in coming...
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Jun 11, 2026 / Tyler Durden
Trump Previews Will Be Hitting Iran 'Very Hard' Tonight After Tehran Deems Ceasefire 'Meaningless', Oil Jumps
Trump Previews Will Be Hitting Iran 'Very Hard' Tonight After Tehran Deems Ceasefire 'Meaningless', Oil Jumps
Summary
Trump announces intent to hit the Iranians "VERY HARD TONIGHT".
Iran Foreign Ministry: US attacks "rendered the ceasefire dated April 8, 2026 effectively meaningless"
Third commercial vessel disabled by American forces this week in regional waters. Aircraft fires missiles on engine room.
Still claims of ongoing indirect talks: Qatar negotiators depart Tehran after talks on US, Iran: diplomat to AFP
US x Iran permanent peace deal by June 30, 2026?
Yes 17% · No 84%View full market &...
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