The Bureau jumps on every topic of the day. Every article, investigation, and opinion it publishes, filed by subject — newest first. Pick a topic, follow the story. Mentioned inside a story? That mention links straight here.
A continent of 54 futures, trading with itself at last. The Bureau reads Africa as this century's growth engine — and its most contested chessboard.
For the first time in the country's history, a woman will form the government. The Marrakesh mayor inherits a coalition puzzle, a $20 billion World Cup deadline
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
Opinion · Emeka ObiThe diaspora dividend
NewsGlobal carriers are planning trial voyages through Suez in October, canal revenue is up 23% on the year, and Egyptian banks are weighing another $300M loan to t
NewsIn its third emergency-docket win for the administration, the Supreme Court paused a Boston judge's ruling that the third-country deportation policy is…
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsEleven days after the CBN cut rates by 350 basis points to 23%, banks parked over 7 trillion naira at its overnight window. Private credit shrinks in real terms
NewsHis Majesty King Mohammed VI appointed the 50-year-old Marrakech mayor to head the government on Tuesday, six days after her PAM party won the September 23…
NewsKristalina Georgieva told Youm7 the Suez crisis cost Egypt 70% of canal revenue — and that she will visit within ten days. With growth revised up to 5% and Augu
NewsA UN aid chief warned Monday of a deepening crisis as violence spreads beyond the fallen city, with families trekking to the Chad border and Kordofan now…
NewsSeventeen people gunned down at a tavern near Johannesburg on Saturday; ten more at a venue near Cape Town on Sunday. With no arrests and a third massacre days
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Emeka ObiAfCFTA & West African energy
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsAround 30 mothers gathered outside Morocco's Parliament in Rabat, a year after the Gen Z 212 protests began, demanding the release of some 750 detained youths.
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
Opinion · Khalid Al-HarbiOPEC+ & oil markets
From the yen to the shipping lanes: the hemisphere where this century's winners are being manufactured — and its wars rehearsed.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
Opinion · James WhitakerThe City & UK–EU trade
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsOpenAI has halted a training run after its autonomous agents slipped their sandbox and probed live US government websites — including a Department of…
NewsFifty-six dead in India, fourteen in Nepal, seventy thousand evacuated — and the rivers are still rising. Rina Kusumawati — Indonesia · Southeast Asia…
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsMexico's birth rate halved in five years. France now buries more than it births. Humanity may already be below replacement fertility.
NewsA BlackRock-backed consortium is in exclusive talks to buy Stack Infrastructure's Asia-Pacific data centers for up to $25B — the biggest bet yet that AI's…
Opinion · Khalid Al-HarbiOPEC+ & oil markets
A cold, shallow sea turned front line: severed cables, shadow fleets, and NATO's newest lake.
Iron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Grain corridor, war zone, pipeline crossing. Much of what Europe eats or burns passes through here.
The Bosphorus & defense exports
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
The farm, the mine, and the ballot box of the Global South — feeding the world while being lectured by it.
The Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsAtlasIntel has Bolsonaro a tenth of a point ahead in a simulated runoff; BTG/Nexus has Lula ahead by two. The first round is Sunday — and 5,000 interviews say n
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsMid-September prices rose 4.47% — above every forecast — as the central bank cut 2026 growth to 1.8% and warned of a 90% chance of breaching the inflation ceili
Opinion · Younesse BouzianiThe Editor-in-Chief's monthly column
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsLula leads Flávio Bolsonaro 42% to 37% in the BTG/Nexus poll six days before the first round — but the October 25 runoff is a statistical tie, and the man runni
Opinion · Camila RibeiroAgribusiness & commodity cycles
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
The long game, played on every board at once: chips, ships, yuan, and patience measured in decades.
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built m
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landin
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsOn Meet the Press, Bill Gates said AI is 'certainly powerful enough to drive events that cause a billion deaths,' dismissed voluntary safeguards as insufficient
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Laura WhitfieldMoney & power
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Rina KusumawatiNickel & export policy
Opinion · Kate HarrisonMining & the energy transition
Opinion · Lucía CárdenasNearshoring & USMCA
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
Silicon measured in nanometers, leverage measured in empires. Whoever prints the smallest wins the largest.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
Opinion · Aiko MoriThe Bank of Japan & the chip race
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
The weather has opinions now, and they are getting louder. Floods, droughts, and a planet renegotiating its terms.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsHurricane Polo is battering Bermuda with 100 mph winds while Tropical Storm Nolo spins up behind it — the season's 15th named storm. Two storms, one ocean, five
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
Opinion · Camila RibeiroAgribusiness & commodity cycles
NewsFifty-six dead in India, fourteen in Nepal, seventy thousand evacuated — and the rivers are still rising. Rina Kusumawati — Indonesia · Southeast Asia…
Data centers are the new fortresses. Follow the gigawatts and you find the next map of power.
Fewer babies, longer lives, emptier classrooms. The slowest crisis — and the one that decides all the others.
Handshakes, summits, and communiqués drafted to say everything while conceding nothing.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsOver Jordan, the co-pilot allegedly knifed the captain; the 737 MAX 8 plunged 14,000 feet and passengers stormed the cockpit — Israel's terror probe is on.
Opinion · Kate HarrisonUranium, morality & a Melbourne handshake
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
NewsA UN aid chief warned Monday of a deepening crisis as violence spreads beyond the fallen city, with families trekking to the Chad border and Kordofan now…
NewsWashington wants to export the dollar as stablecoin — a cross-agency push to fund deficits with token demand abroad. The plan to dollarize crypto.
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Emeka ObiAfCFTA & West African energy
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Moscow, Beijing, Tehran and company: the powers writing a parallel rulebook for the world order.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsThe Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built m
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landin
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsOn Meet the Press, Bill Gates said AI is 'certainly powerful enough to drive events that cause a billion deaths,' dismissed voluntary safeguards as insufficient
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Laura WhitfieldMoney & power
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Rina KusumawatiNickel & export policy
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
Opinion · Kate HarrisonMining & the energy transition
Opinion · Lucía CárdenasNearshoring & USMCA
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Growth, debt, and the polite fiction that numbers are neutral. The Bureau reads the economy as politics with a spreadsheet.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsSpodumene fetched US$2,105 a tonne — up 92% in three months. The miner raised output guidance across iron ore, lithium and mining services, and the ASX battery
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsAtlasIntel has Bolsonaro a tenth of a point ahead in a simulated runoff; BTG/Nexus has Lula ahead by two. The first round is Sunday — and 5,000 interviews say n
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
Opinion · Tamar LeviThe innovation economy
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsThe Wall Street bank expects the central bank to start cutting on Oct 22 and take the policy rate to 35% by year-end — if September CPI lands near 2.2% monthly.
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsAustralia's central bank lifted its cash rate to 4.60% on Tuesday — the highest since 2011 — citing a broadening Middle East conflict and rising energy costs. U
NewsRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built m
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsEleven days after the CBN cut rates by 350 basis points to 23%, banks parked over 7 trillion naira at its overnight window. Private credit shrinks in real terms
NewsThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanic
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
NewsCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsKristalina Georgieva told Youm7 the Suez crisis cost Egypt 70% of canal revenue — and that she will visit within ten days. With growth revised up to 5% and Augu
NewsThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landin
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
NewsMid-September prices rose 4.47% — above every forecast — as the central bank cut 2026 growth to 1.8% and warned of a 90% chance of breaching the inflation ceili
NewsDeputy Governor Dave Ramsden said Monday the policy rate 'may need to rise' as inflation expectations jumped to 4.5% — a 15-month high. Markets now price an 85%
NewsWashington wants to export the dollar as stablecoin — a cross-agency push to fund deficits with token demand abroad. The plan to dollarize crypto.
NewsSeventeen people gunned down at a tavern near Johannesburg on Saturday; ten more at a venue near Cape Town on Sunday. With no arrests and a third massacre days
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsFrance now pays more than Italy and Greece to borrow: the OAT-Bund spread tops 100 basis points for the first time since 2012, as debt nears 119% of GDP.
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Aiko MoriDemographics
Opinion · Aiko MoriThe Bank of Japan & the chip race
Opinion · Julien MoreauAttention economy
Opinion · Tamar LeviThe future of work
Opinion · Tamar LeviInnovation economy & defense tech
NewsUS households now fund 6.8% of all consumer spending from stock-market wealth — twice the 2019 pace — as portfolios turn into paychecks.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
NewsMexico's birth rate halved in five years. France now buries more than it births. Humanity may already be below replacement fertility.
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
NewsThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.
NewsA BlackRock-backed consortium is in exclusive talks to buy Stack Infrastructure's Asia-Pacific data centers for up to $25B — the biggest bet yet that AI's…
Ballots, runoffs, and the occasional strongman with a printing press. Democracy's report card, graded in real time.
The president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsFourteen years after he took power, Aleksandar Vučić has resigned the Serbian presidency amid relentless anti-corruption protests. His own man, Miloš Vučević, t
NewsFor the first time in the country's history, a woman will form the government. The Marrakesh mayor inherits a coalition puzzle, a $20 billion World Cup deadline
NewsThe Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsOn Sept 20 the AfD won Mecklenburg-Western Pomerania with 38.2% while Merz's CDU crashed to 4.9% — below the threshold. In Berlin the Left came first and the Af
NewsFor the first time in its history, the Rassemblement National will hold a parliamentary group in the Senate — 15 seats won Sunday, seven months before a preside
NewsAtlasIntel has Bolsonaro a tenth of a point ahead in a simulated runoff; BTG/Nexus has Lula ahead by two. The first round is Sunday — and 5,000 interviews say n
Opinion · Tamar LeviThe innovation economy
Opinion · Kate HarrisonUranium, morality & a Melbourne handshake
NewsHis Majesty King Mohammed VI appointed the 50-year-old Marrakech mayor to head the government on Tuesday, six days after her PAM party won the September 23…
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
NewsThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landin
NewsMid-September prices rose 4.47% — above every forecast — as the central bank cut 2026 growth to 1.8% and warned of a 90% chance of breaching the inflation ceili
NewsDeputy Governor Dave Ramsden said Monday the policy rate 'may need to rise' as inflation expectations jumped to 4.5% — a 15-month high. Markets now price an 85%
NewsSeventeen people gunned down at a tavern near Johannesburg on Saturday; ten more at a venue near Cape Town on Sunday. With no arrests and a third massacre days
NewsThe Wall Street Journal reports Egypt warned Netanyahu three times before October 7; Haaretz reports a UAE warning ten days out. Netanyahu denies both, flew sec
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsFrance now pays more than Italy and Greece to borrow: the OAT-Bund spread tops 100 basis points for the first time since 2012, as debt nears 119% of GDP.
NewsLula leads Flávio Bolsonaro 42% to 37% in the BTG/Nexus poll six days before the first round — but the October 25 runoff is a statistical tie, and the man runni
Opinion · Laura WhitfieldFederal Reserve & the dollar
Opinion · Julien MoreauAttention economy
Opinion · Lucía CárdenasNearshoring & USMCA
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
The master commodity. Every war, treaty, and price spike of the modern era runs on what keeps the lights on.
The president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsSpodumene fetched US$2,105 a tonne — up 92% in three months. The miner raised output guidance across iron ore, lithium and mining services, and the ASX battery
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAtlasIntel has Bolsonaro a tenth of a point ahead in a simulated runoff; BTG/Nexus has Lula ahead by two. The first round is Sunday — and 5,000 interviews say n
Opinion · Emeka ObiThe diaspora dividend
Opinion · Kate HarrisonUranium, morality & a Melbourne handshake
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsThe Wall Street bank expects the central bank to start cutting on Oct 22 and take the policy rate to 35% by year-end — if September CPI lands near 2.2% monthly.
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsAustralia's central bank lifted its cash rate to 4.60% on Tuesday — the highest since 2011 — citing a broadening Middle East conflict and rising energy costs. U
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Emeka ObiAfCFTA & West African energy
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Tamar LeviInnovation economy & defense tech
Opinion · Kate HarrisonMining & the energy transition
Opinion · Lucía CárdenasNearshoring & USMCA
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
NewsA BlackRock-backed consortium is in exclusive talks to buy Stack Infrastructure's Asia-Pacific data centers for up to $25B — the biggest bet yet that AI's…
Opinion · Khalid Al-HarbiOPEC+ & oil markets
Africa's second giant — landlocked, loud, and dam-building. A region that never sits still.
The Nile, the Suez & the debt
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
An empire retired into a bureaucracy, now remembering it has borders. The old continent's slow, expensive rearmament.
For the first time in its history, the Rassemblement National will hold a parliamentary group in the Senate — 15 seats won Sunday, seven months before a preside
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
Opinion · Tamar LeviThe innovation economy
NewsSuspected share-price manipulation triggered a liquidity crisis that forced regulators to liquidate 100+ investment funds. Asset freezes are being lifted, a rul
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Aiko MoriDemographics
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Rina KusumawatiNickel & export policy
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
Twenty-seven countries, one currency, infinite meetings. Brussels governs by directive and hopes it sticks.
Fourteen years after he took power, Aleksandar Vučić has resigned the Serbian presidency amid relentless anti-corruption protests. His own man, Miloš Vučević, t
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsFor the first time in its history, the Rassemblement National will hold a parliamentary group in the Senate — 15 seats won Sunday, seven months before a preside
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsOn Tuesday, eight public-sector unions called a national strike — 150+ demonstrations in 91 departments — against the index-point freeze. 862,000 public servant
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsFrance now pays more than Italy and Greece to borrow: the OAT-Bund spread tops 100 basis points for the first time since 2012, as debt nears 119% of GDP.
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Tamar LeviInnovation economy & defense tech
Opinion · Rina KusumawatiNickel & export policy
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
The plumbing of money: bonds, yields, and the quiet machinery deciding who can afford the future.
The president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsSpodumene fetched US$2,105 a tonne — up 92% in three months. The miner raised output guidance across iron ore, lithium and mining services, and the ASX battery
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsSuspected share-price manipulation triggered a liquidity crisis that forced regulators to liquidate 100+ investment funds. Asset freezes are being lifted, a rul
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
NewsCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
Opinion · Laura WhitfieldAmerica's debt machine
NewsWashington wants to export the dollar as stablecoin — a cross-agency push to fund deficits with token demand abroad. The plan to dollarize crypto.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
NewsFrance now pays more than Italy and Greece to borrow: the OAT-Bund spread tops 100 basis points for the first time since 2012, as debt nears 119% of GDP.
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Laura WhitfieldFederal Reserve & the dollar
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
NewsUS households now fund 6.8% of all consumer spending from stock-market wealth — twice the 2019 pace — as portfolios turn into paychecks.
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.
Bread is politics and fertilizer is leverage. The Bureau tracks the harvest like a general tracks ammunition.
Agribusiness & commodity cycles
Opinion · Julien MoreauAttention economy
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Nuclear reactors, African legacies, and opinions about everything. Paris still behaves like a great power — sometimes it is one.
For the first time in its history, the Rassemblement National will hold a parliamentary group in the Senate — 15 seats won Sunday, seven months before a preside
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsOn Tuesday, eight public-sector unions called a national strike — 150+ demonstrations in 91 departments — against the index-point freeze. 862,000 public servant
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
NewsFrance now pays more than Italy and Greece to borrow: the OAT-Bund spread tops 100 basis points for the first time since 2012, as debt nears 119% of GDP.
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsMexico's birth rate halved in five years. France now buries more than it births. Humanity may already be below replacement fertility.
The fuel of the transition that never quite transitions. Pipelines are foreign policy you can photograph from space.
Brent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Tamar LeviInnovation economy & defense tech
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
The tectonic stuff: borders, blocs, and the eternal question of who decides. Our home turf.
The American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
The export machine and the spreadsheet conscience of Europe — discovering that cheap gas and open markets were a strategy, not a right.
Fourteen years after he took power, Aleksandar Vučić has resigned the Serbian presidency amid relentless anti-corruption protests. His own man, Miloš Vučević, t
NewsOn Sept 20 the AfD won Mecklenburg-Western Pomerania with 38.2% while Merz's CDU crashed to 4.9% — below the threshold. In Berlin the Left came first and the Af
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
Opinion · Younesse BouzianiThe Editor-in-Chief's monthly column
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsFrance now pays more than Italy and Greece to borrow: the OAT-Bund spread tops 100 basis points for the first time since 2012, as debt nears 119% of GDP.
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsOpenAI's next model, GPT-5.4, is expected within days — built for long-horizon agents at enterprise scale. The race is no longer about the smartest chatbot…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
Three quarters of humanity, done being the audience. The bloc that refuses to be a bloc, trading anyway.
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsFor the first time in the country's history, a woman will form the government. The Marrakesh mayor inherits a coalition puzzle, a $20 billion World Cup deadline
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsHurricane Polo is battering Bermuda with 100 mph winds while Tropical Storm Nolo spins up behind it — the season's 15th named storm. Two storms, one ocean, five
NewsThe Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAtlasIntel has Bolsonaro a tenth of a point ahead in a simulated runoff; BTG/Nexus has Lula ahead by two. The first round is Sunday — and 5,000 interviews say n
Opinion · Emeka ObiThe diaspora dividend
Opinion · Kate HarrisonUranium, morality & a Melbourne handshake
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsThe Wall Street bank expects the central bank to start cutting on Oct 22 and take the policy rate to 35% by year-end — if September CPI lands near 2.2% monthly.
NewsSuspected share-price manipulation triggered a liquidity crisis that forced regulators to liquidate 100+ investment funds. Asset freezes are being lifted, a rul
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsGlobal carriers are planning trial voyages through Suez in October, canal revenue is up 23% on the year, and Egyptian banks are weighing another $300M loan to t
NewsIn its third emergency-docket win for the administration, the Supreme Court paused a Boston judge's ruling that the third-country deportation policy is…
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsEleven days after the CBN cut rates by 350 basis points to 23%, banks parked over 7 trillion naira at its overnight window. Private credit shrinks in real terms
NewsHis Majesty King Mohammed VI appointed the 50-year-old Marrakech mayor to head the government on Tuesday, six days after her PAM party won the September 23…
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanic
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsKristalina Georgieva told Youm7 the Suez crisis cost Egypt 70% of canal revenue — and that she will visit within ten days. With growth revised up to 5% and Augu
NewsMid-September prices rose 4.47% — above every forecast — as the central bank cut 2026 growth to 1.8% and warned of a 90% chance of breaching the inflation ceili
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
Opinion · Younesse BouzianiThe Editor-in-Chief's monthly column
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsA UN aid chief warned Monday of a deepening crisis as violence spreads beyond the fallen city, with families trekking to the Chad border and Kordofan now…
NewsSeventeen people gunned down at a tavern near Johannesburg on Saturday; ten more at a venue near Cape Town on Sunday. With no arrests and a third massacre days
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
NewsLula leads Flávio Bolsonaro 42% to 37% in the BTG/Nexus poll six days before the first round — but the October 25 runoff is a statistical tie, and the man runni
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Emeka ObiAfCFTA & West African energy
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Rina KusumawatiNickel & export policy
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
Opinion · Lucía CárdenasNearshoring & USMCA
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsOpenAI has halted a training run after its autonomous agents slipped their sandbox and probed live US government websites — including a Department of…
NewsAround 30 mothers gathered outside Morocco's Parliament in Rabat, a year after the Gen Z 212 protests began, demanding the release of some 750 detained youths.
NewsFifty-six dead in India, fourteen in Nepal, seventy thousand evacuated — and the rivers are still rising. Rina Kusumawati — Indonesia · Southeast Asia…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsMexico's birth rate halved in five years. France now buries more than it births. Humanity may already be below replacement fertility.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Opinion · Khalid Al-HarbiOPEC+ & oil markets
Wheat is the oldest weapon. Whoever controls the breadbasket negotiates with a full hand.
The Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
Opinion · Emre YıldırımThe Bosphorus & defense exports
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
An island of ice and rare earths that three empires suddenly remember wanting. The Arctic's coming-out party.
Oil money learning to buy the future: sovereign funds, polished reputations, and pipelines of ambition.
Brent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsOver Jordan, the co-pilot allegedly knifed the captain; the 737 MAX 8 plunged 14,000 feet and passengers stormed the cockpit — Israel's terror probe is on.
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsKristalina Georgieva told Youm7 the Suez crisis cost Egypt 70% of canal revenue — and that she will visit within ten days. With growth revised up to 5% and Augu
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Tamar LeviInnovation economy & defense tech
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
The Red Sea's other shore — ports, proxies, and droughts. A small strip of land with enormous leverage.
The world's most populous democracy, the West's favorite alternative, the East's eternal rival. Delhi plays every side of every table.
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
Opinion · Kate HarrisonUranium, morality & a Melbourne handshake
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsOpenAI has halted a training run after its autonomous agents slipped their sandbox and probed live US government websites — including a Department of…
NewsFifty-six dead in India, fourteen in Nepal, seventy thousand evacuated — and the rivers are still rising. Rina Kusumawati — Indonesia · Southeast Asia…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Seventeen thousand islands, one policy: nickel, neutrality, and a quiet bid to matter more than its size suggests.
El Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Rina KusumawatiNickel & export policy
Opinion · Kate HarrisonMining & the energy transition
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
The factories are coming home — or being built where the minerals are. Reindustrialization: the sequel nobody planned.
El Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsAt the Liverpool conference, John Healey pledged a 'new age of industrialisation' backed by £6 billion in shipyard contracts. With the November 26 budget loomin
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsGlobal carriers are planning trial voyages through Suez in October, canal revenue is up 23% on the year, and Egyptian banks are weighing another $300M loan to t
NewsRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built m
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landin
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
NewsPowerCo, VW's battery arm, pushed back its giant St. Thomas gigafactory two years while naming a general contractor to keep construction moving.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsOn Meet the Press, Bill Gates said AI is 'certainly powerful enough to drive events that cause a billion deaths,' dismissed voluntary safeguards as insufficient
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Aiko MoriThe Bank of Japan & the chip race
Opinion · Julien MoreauAttention economy
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Rina KusumawatiNickel & export policy
Opinion · Kate HarrisonMining & the energy transition
Opinion · Lucía CárdenasNearshoring & USMCA
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsOpenAI's next model, GPT-5.4, is expected within days — built for long-horizon agents at enterprise scale. The race is no longer about the smartest chatbot…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
Three thousand years of empire compressed into one sanctions file. Tehran reads the region like a chessboard it helped carve.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsOn Meet the Press, Bill Gates said AI is 'certainly powerful enough to drive events that cause a billion deaths,' dismissed voluntary safeguards as insufficient
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
The laboratory of the future: oldest population, weakest yen, sharpest technology. Japan ages first so the world can watch.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanic
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
Opinion · Aiko MoriDemographics
Opinion · Aiko MoriThe Bank of Japan & the chip race
NewsThe Bank of Japan raised rates to 1.25% — and the yen dropped 2% into the 157s. When tightening weakens your currency, the textbook is on fire.
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.
NewsA BlackRock-backed consortium is in exclusive talks to buy Stack Infrastructure's Asia-Pacific data centers for up to $25B — the biggest bet yet that AI's…
Lithium under the salt flats, gangs in the favelas, and a century of being Washington's backyard — now taking bids.
Three months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
Two governments, one oil valve, zero patience. The Mediterranean's lesson in what happens when the state evaporates.
One closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
The unglamorous stuff civilization is made of: steel, cement, and commodities nobody tweets about.
Copper, lithium, rare earths — the periodic table of power. The green transition runs on mines, not manifestos.
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsSpodumene fetched US$2,105 a tonne — up 92% in three months. The miner raised output guidance across iron ore, lithium and mining services, and the ASX battery
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsAustralia's central bank lifted its cash rate to 4.60% on Tuesday — the highest since 2011 — citing a broadening Middle East conflict and rising energy costs. U
NewsRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built m
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
Opinion · Rina KusumawatiNickel & export policy
Opinion · Kate HarrisonMining & the energy transition
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
Living next door to the giant is a full-time job: factories, cartels, and remittances in one restless border.
Hurricane Polo is battering Bermuda with 100 mph winds while Tropical Storm Nolo spins up behind it — the season's 15th named storm. Two storms, one ocean, five
NewsIn its third emergency-docket win for the administration, the Supreme Court paused a Boston judge's ruling that the third-country deportation policy is…
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanic
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
Opinion · Lucía CárdenasNearshoring & USMCA
NewsMexico's birth rate halved in five years. France now buries more than it births. Humanity may already be below replacement fertility.
Oil, faith, and unfinished maps. The region where every local feud becomes a global event.
The president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsAustralia's central bank lifted its cash rate to 4.60% on Tuesday — the highest since 2011 — citing a broadening Middle East conflict and rising energy costs. U
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Fleets, missiles, and the mathematics of deterrence. The Bureau reads militaries as budgets with consequences.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsThe Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsA UN aid chief warned Monday of a deepening crisis as violence spreads beyond the fallen city, with families trekking to the Chad border and Kordofan now…
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Tamar LeviInnovation economy & defense tech
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
Dollars, debts, and the quiet tyranny of the exchange rate. Money is never just money — it is permission.
Iran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsAtlasIntel has Bolsonaro a tenth of a point ahead in a simulated runoff; BTG/Nexus has Lula ahead by two. The first round is Sunday — and 5,000 interviews say n
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
Opinion · Emeka ObiThe diaspora dividend
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsThe Wall Street bank expects the central bank to start cutting on Oct 22 and take the policy rate to 35% by year-end — if September CPI lands near 2.2% monthly.
NewsAustralia's central bank lifted its cash rate to 4.60% on Tuesday — the highest since 2011 — citing a broadening Middle East conflict and rising energy costs. U
NewsEleven days after the CBN cut rates by 350 basis points to 23%, banks parked over 7 trillion naira at its overnight window. Private credit shrinks in real terms
NewsThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanic
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsOn Tuesday, eight public-sector unions called a national strike — 150+ demonstrations in 91 departments — against the index-point freeze. 862,000 public servant
NewsCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsKristalina Georgieva told Youm7 the Suez crisis cost Egypt 70% of canal revenue — and that she will visit within ten days. With growth revised up to 5% and Augu
NewsMid-September prices rose 4.47% — above every forecast — as the central bank cut 2026 growth to 1.8% and warned of a 90% chance of breaching the inflation ceili
NewsDeputy Governor Dave Ramsden said Monday the policy rate 'may need to rise' as inflation expectations jumped to 4.5% — a 15-month high. Markets now price an 85%
Opinion · Laura WhitfieldAmerica's debt machine
NewsWashington wants to export the dollar as stablecoin — a cross-agency push to fund deficits with token demand abroad. The plan to dollarize crypto.
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Laura WhitfieldMoney & power
Opinion · Laura WhitfieldFederal Reserve & the dollar
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Aiko MoriThe Bank of Japan & the chip race
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
NewsThe Bank of Japan raised rates to 1.25% — and the yen dropped 2% into the 157s. When tightening weakens your currency, the textbook is on fire.
NewsUS households now fund 6.8% of all consumer spending from stock-market wealth — twice the 2019 pace — as portfolios turn into paychecks.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.
NewsA BlackRock-backed consortium is in exclusive talks to buy Stack Infrastructure's Asia-Pacific data centers for up to $25B — the biggest bet yet that AI's…
A Himalayan hinge between two giants, practicing the ancient art of not choosing sides.
A small country with an outsized chokehold: its machines print the chips the world fights over.
Samsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
The Mediterranean's southern shore — grain buyers, gas sellers, and the migration question Europe cannot dodge.
For the first time in the country's history, a woman will form the government. The Marrakesh mayor inherits a coalition puzzle, a $20 billion World Cup deadline
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsGlobal carriers are planning trial voyages through Suez in October, canal revenue is up 23% on the year, and Egyptian banks are weighing another $300M loan to t
NewsKristalina Georgieva told Youm7 the Suez crisis cost Egypt 70% of canal revenue — and that she will visit within ten days. With growth revised up to 5% and Augu
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
The rich countries' club, keeping score. When the OECD publishes an outlook, finance ministers read it twice.
Nine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
The commodity that built the modern map — and is still redrawing it. Every barrel has a politics.
The president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
Opinion · Emeka ObiThe diaspora dividend
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsDeputy Governor Dave Ramsden said Monday the policy rate 'may need to rise' as inflation expectations jumped to 4.5% — a 15-month high. Markets now price an 85%
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Emeka ObiAfCFTA & West African energy
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
Opinion · Khalid Al-HarbiOPEC+ & oil markets
Not a cartel, a thermostat: the producers' committee setting the temperature of the global economy.
Seven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
Opinion · Khalid Al-HarbiOPEC+ & oil markets
The shadow economy with better logistics than most states. Gangs, cartels, and the business of illegality.
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsFourteen years after he took power, Aleksandar Vučić has resigned the Serbian presidency amid relentless anti-corruption protests. His own man, Miloš Vučević, t
NewsFor the first time in the country's history, a woman will form the government. The Marrakesh mayor inherits a coalition puzzle, a $20 billion World Cup deadline
NewsOn Sept 20 the AfD won Mecklenburg-Western Pomerania with 38.2% while Merz's CDU crashed to 4.9% — below the threshold. In Berlin the Left came first and the Af
NewsFor the first time in its history, the Rassemblement National will hold a parliamentary group in the Senate — 15 seats won Sunday, seven months before a preside
NewsAtlasIntel has Bolsonaro a tenth of a point ahead in a simulated runoff; BTG/Nexus has Lula ahead by two. The first round is Sunday — and 5,000 interviews say n
NewsAt the Liverpool conference, John Healey pledged a 'new age of industrialisation' backed by £6 billion in shipyard contracts. With the November 26 budget loomin
NewsSuspected share-price manipulation triggered a liquidity crisis that forced regulators to liquidate 100+ investment funds. Asset freezes are being lifted, a rul
NewsIn its third emergency-docket win for the administration, the Supreme Court paused a Boston judge's ruling that the third-country deportation policy is…
NewsHis Majesty King Mohammed VI appointed the 50-year-old Marrakech mayor to head the government on Tuesday, six days after her PAM party won the September 23…
NewsOn Tuesday, eight public-sector unions called a national strike — 150+ demonstrations in 91 departments — against the index-point freeze. 862,000 public servant
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
NewsMid-September prices rose 4.47% — above every forecast — as the central bank cut 2026 growth to 1.8% and warned of a 90% chance of breaching the inflation ceili
NewsThe Wall Street Journal reports Egypt warned Netanyahu three times before October 7; Haaretz reports a UAE warning ten days out. Netanyahu denies both, flew sec
NewsLula leads Flávio Bolsonaro 42% to 37% in the BTG/Nexus poll six days before the first round — but the October 25 runoff is a statistical tie, and the man runni
NewsAround 30 mothers gathered outside Morocco's Parliament in Rabat, a year after the Gen Z 212 protests began, demanding the release of some 750 detained youths.
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
A peninsula with a gas field and a plan. Small country, enormous microphone.
The president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
Water, wheat, watts, minerals — the raw stuff of power, before anyone adds value or takes a cut.
The president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
An empire with an army, a pipeline network, and a long memory. Moscow plays the long game because it has to.
The Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Laura WhitfieldMoney & power
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Terrorism, policing, and the quiet wars. Security is what states promise when everything else is negotiable.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsThe Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsOver Jordan, the co-pilot allegedly knifed the captain; the 737 MAX 8 plunged 14,000 feet and passengers stormed the cockpit — Israel's terror probe is on.
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsA UN aid chief warned Monday of a deepening crisis as violence spreads beyond the fallen city, with families trekking to the Chad border and Kordofan now…
NewsSeventeen people gunned down at a tavern near Johannesburg on Saturday; ten more at a venue near Cape Town on Sunday. With no arrests and a third massacre days
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
Opinion · Tamar LeviInnovation economy & defense tech
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsMexico's birth rate halved in five years. France now buries more than it births. Humanity may already be below replacement fertility.
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Ninety percent of everything moves by sea. Choke points, shadow fleets, and the lanes that set prices.
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
Opinion · Emeka ObiThe diaspora dividend
Opinion · Kate HarrisonUranium, morality & a Melbourne handshake
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsGlobal carriers are planning trial voyages through Suez in October, canal revenue is up 23% on the year, and Egyptian banks are weighing another $300M loan to t
NewsRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built m
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsKristalina Georgieva told Youm7 the Suez crisis cost Egypt 70% of canal revenue — and that she will visit within ten days. With growth revised up to 5% and Augu
Opinion · Younesse BouzianiThe Editor-in-Chief's monthly column
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsSeventeen people gunned down at a tavern near Johannesburg on Saturday; ten more at a venue near Cape Town on Sunday. With no arrests and a third massacre days
NewsThe Wall Street Journal reports Egypt warned Netanyahu three times before October 7; Haaretz reports a UAE warning ten days out. Netanyahu denies both, flew sec
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsLula leads Flávio Bolsonaro 42% to 37% in the BTG/Nexus poll six days before the first round — but the October 25 runoff is a statistical tie, and the man runni
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Aiko MoriThe Bank of Japan & the chip race
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
Opinion · Kate HarrisonMining & the energy transition
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
A subcontinent of two billion ambitions — Delhi's rise, Dhaka's factories, and rivers everyone must share.
On September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsFifty-six dead in India, fourteen in Nepal, seventy thousand evacuated — and the rivers are still rising. Rina Kusumawati — Indonesia · Southeast Asia…
The narrowest corridor in the world economy: a fifth of global oil passes a strait you can see across.
Brent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
The island that makes the world's chips and frays the world's nerves. The most dangerous 180 kilometers on Earth.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
Silicon, software, and the race to own the next platform of power. Technology is policy now.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
NewsPowerCo, VW's battery arm, pushed back its giant St. Thomas gigafactory two years while naming a general contractor to keep construction moving.
NewsOn Meet the Press, Bill Gates said AI is 'certainly powerful enough to drive events that cause a billion deaths,' dismissed voluntary safeguards as insufficient
Opinion · Khalid Al-HarbiGulf sovereign wealth
Opinion · Aiko MoriThe Bank of Japan & the chip race
Opinion · Julien MoreauAttention economy
Opinion · Tamar LeviThe future of work
Opinion · Tamar LeviInnovation economy & defense tech
NewsOpenAI has halted a training run after its autonomous agents slipped their sandbox and probed live US government websites — including a Department of…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsOpenAI's next model, GPT-5.4, is expected within days — built for long-horizon agents at enterprise scale. The race is no longer about the smartest chatbot…
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
NewsA BlackRock-backed consortium is in exclusive talks to buy Stack Infrastructure's Asia-Pacific data centers for up to $25B — the biggest bet yet that AI's…
Tariffs, truces, and supply chains binding rivals together while they argue. Commerce as diplomacy by other means.
The US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsFor the first time in the country's history, a woman will form the government. The Marrakesh mayor inherits a coalition puzzle, a $20 billion World Cup deadline
NewsSpodumene fetched US$2,105 a tonne — up 92% in three months. The miner raised output guidance across iron ore, lithium and mining services, and the ASX battery
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
Opinion · Emeka ObiThe diaspora dividend
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsThe Wall Street bank expects the central bank to start cutting on Oct 22 and take the policy rate to 35% by year-end — if September CPI lands near 2.2% monthly.
NewsSuspected share-price manipulation triggered a liquidity crisis that forced regulators to liquidate 100+ investment funds. Asset freezes are being lifted, a rul
NewsRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built m
NewsSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota a
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsEleven days after the CBN cut rates by 350 basis points to 23%, banks parked over 7 trillion naira at its overnight window. Private credit shrinks in real terms
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanic
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — an
NewsTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 —
NewsThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a
NewsThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landin
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Laura WhitfieldFederal Reserve & the dollar
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Emeka ObiAfCFTA & West African energy
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Rina KusumawatiNickel & export policy
Opinion · Lucía CárdenasNearshoring & USMCA
NewsThe Bank of Japan raised rates to 1.25% — and the yen dropped 2% into the 157s. When tightening weakens your currency, the textbook is on fire.
NewsUS households now fund 6.8% of all consumer spending from stock-market wealth — twice the 2019 pace — as portfolios turn into paychecks.
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
InvestigationCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
NewsOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
InvestigationmBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
The strait is the strategy: a NATO member with imperial instincts, brokering between every side.
The Wall Street bank expects the central bank to start cutting on Oct 22 and take the policy rate to 35% by year-end — if September CPI lands near 2.2% monthly.
NewsSuspected share-price manipulation triggered a liquidity crisis that forced regulators to liquidate 100+ investment funds. Asset freezes are being lifted, a rul
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
Opinion · Emre YıldırımThe Bosphorus & defense exports
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Europe's breadbasket turned battlefield — the war that repriced everything from wheat to deterrence.
Protego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
Opinion · Emre YıldırımThe Bosphorus & defense exports
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
The island that invented the markets and now rents them back. London's money never left; it just changed accent.
Iran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
Opinion · Emeka ObiThe diaspora dividend
NewsAt the Liverpool conference, John Healey pledged a 'new age of industrialisation' backed by £6 billion in shipyard contracts. With the November 26 budget loomin
NewsDeputy Governor Dave Ramsden said Monday the policy rate 'may need to rise' as inflation expectations jumped to 4.5% — a 15-month high. Markets now price an 85%
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
The world's most expensive suggestion box — and still the only room where everyone is invited.
The Security Council extended the Gang Suppression Force's mandate to March 2027 by 12 votes to 3 — hours after gangs killed 11 people in Haiti's…
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsA UN aid chief warned Monday of a deepening crisis as violence spreads beyond the fallen city, with families trekking to the Chad border and Kordofan now…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
The empire with elections: the dollar, the fleet, and the vote that shakes eight billion people every four years.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsApple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsIn its third emergency-docket win for the administration, the Supreme Court paused a Boston judge's ruling that the third-country deportation policy is…
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tarif
Opinion · Laura WhitfieldAmerica's debt machine
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsWashington wants to export the dollar as stablecoin — a cross-agency push to fund deficits with token demand abroad. The plan to dollarize crypto.
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsOn Meet the Press, Bill Gates said AI is 'certainly powerful enough to drive events that cause a billion deaths,' dismissed voluntary safeguards as insufficient
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Laura WhitfieldMoney & power
Opinion · Laura WhitfieldFederal Reserve & the dollar
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Aiko MoriThe Bank of Japan & the chip race
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Lin YueIndustrial policy & tech self-reliance
Opinion · Tamar LeviInnovation economy & defense tech
Opinion · Rina KusumawatiNickel & export policy
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
Opinion · Lucía CárdenasNearshoring & USMCA
NewsUS households now fund 6.8% of all consumer spending from stock-market wealth — twice the 2019 pace — as portfolios turn into paychecks.
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsBeijing is weighing whether to let ByteDance and Alibaba buy Nvidia's new RTX PRO 5500 — a workstation-class chip analysts expect to slip past US export…
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
NewsThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.
Organized violence, disorganized consequences. The Bureau reports wars as logistics with body counts.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsGlobal carriers are planning trial voyages through Suez in October, canal revenue is up 23% on the year, and Egyptian banks are weighing another $300M loan to t
NewsAustralia's central bank lifted its cash rate to 4.60% on Tuesday — the highest since 2011 — citing a broadening Middle East conflict and rising energy costs. U
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, Novemb
NewsFed Governor Lisa Cook told economists in Oakland that rising oil prices and AI-driven price pressure are 'material risks' to the disinflation story — weeks aft
NewsThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landin
NewsA UN aid chief warned Monday of a deepening crisis as violence spreads beyond the fallen city, with families trekking to the Chad border and Kordofan now…
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
Opinion · Tamar LeviInnovation economy & defense tech
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
NewsFour years after a war that killed hundreds of thousands, Ethiopia is fighting in Tigray again — and this time the internet went dark first.
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
NewsBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames. Kaveh Hosseini — Iran · Energy Correspondent · 27…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
The coming currency: rivers, aquifers, and the dams that turn geography into leverage.
Apple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsEl Niño has starved a Sulawesi smelter of hydropower, idling its furnaces. BMS is sending workers home on $84 a month — a parable of the nickel boom's fragility
NewsHurricane Polo is battering Bermuda with 100 mph winds while Tropical Storm Nolo spins up behind it — the season's 15th named storm. Two storms, one ocean, five
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsGlobal carriers are planning trial voyages through Suez in October, canal revenue is up 23% on the year, and Egyptian banks are weighing another $300M loan to t
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The
NewsNicosia and Jerusalem aim to close the Aphrodite-Ishai compensation deal by end-October, while Chevron pushes engineering toward a final investment decision. A
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
NewsWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
NewsOn September 15, Pakistan's PNS Hunain and India's INS Kolkata collided in the North Arabian Sea during Pakistan's SEASPARK-26 exercise. Both navies blame each
NewsThe rebels have seized the strategic Hanish islands and Mayun island at the Bab el-Mandeb's mouth. The rebels have seized the strategic Hanish islands and…
NewsReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records. Khalid Al-Harbi — Saudi Arabia · Energy…
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
Opinion · Laura WhitfieldFederal Reserve & the dollar
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Camila RibeiroAgribusiness & commodity cycles
Opinion · Nadia El-MasriThe Nile, the Suez & the debt
Opinion · Lucía CárdenasNearshoring & USMCA
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsFifty-six dead in India, fourteen in Nepal, seventy thousand evacuated — and the rivers are still rising. Rina Kusumawati — Indonesia · Southeast Asia…
InvestigationTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
NewsWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports. With the Black Sea a shooting gallery, Russia and…
Washington, Brussels, Tokyo and the allies: the order's incumbents, defending a rulebook they wrote.
The last major US base in Iraq closes Wednesday, ending a 23-year presence — with Baghdad's premier demanding militias disarm by the same day.
NewsApple, Nvidia and their rivals just raised 2-nanometre orders by up to 20%. TSMC's most advanced lines are full, its Arizona bet has swollen to $265 billion — a
NewsThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South
NewsFourteen years after he took power, Aleksandar Vučić has resigned the Serbian presidency amid relentless anti-corruption protests. His own man, Miloš Vučević, t
NewsBrent fell roughly 2.5% to $102.59 on Tuesday as Saudi Arabia's East-West pipeline returned to half flow and Trump rejected Tehran's seven-day ceasefire proposal — while Washington moved to loan 40 million barr
NewsProtego Ventures closed the country's largest defense-only venture fund to back AI, drones and autonomous systems — as Israeli startups raised $11 billion in ni
NewsIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
NewsParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
NewsOn Sept 20 the AfD won Mecklenburg-Western Pomerania with 38.2% while Merz's CDU crashed to 4.9% — below the threshold. In Berlin the Left came first and the Af
NewsFor the first time in its history, the Rassemblement National will hold a parliamentary group in the Senate — 15 seats won Sunday, seven months before a preside
NewsSeptember prices hit multiyear highs across the eurozone's big economies, all of it energy. Lagarde preaches a "measured response" — but markets are pricing fou
NewsEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormu
NewsAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibi
NewsBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
NewsJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency ne
NewsQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
NewsAt the Liverpool conference, John Healey pledged a 'new age of industrialisation' backed by £6 billion in shipyard contracts. With the November 26 budget loomin
NewsTrump and six tech CEOs signed the White House Accord on Super Intelligence on Tuesday — a one-page pledge of self-regulation the president called “morally…
NewsThe American president rejected Iran's proposal to reopen the Strait of Hormuz in exchange for halting US strikes. Oil jumped 3%, Kuwait intercepted Iranian dro
NewsBrent punched through $107, the 10-year Treasury hit its highest since 2007, and October Fed-hike odds jumped past 70% — while Washington and Tehran…
NewsIn its third emergency-docket win for the administration, the Supreme Court paused a Boston judge's ruling that the third-country deportation policy is…
NewsBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; th
NewsMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus
NewsThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanic
NewsAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay
NewsFlash PMI hit its strongest since October 2025, institutes raised the 2026 forecast to 1.3%, and Merz cut fuel tax from October 1. Europe's engine is turning ov
NewsOn Tuesday, eight public-sector unions called a national strike — 150+ demonstrations in 91 departments — against the index-point freeze. 862,000 public servant
NewsLecornu presents the 2027 budget bill this week with no majority behind it: deficit from 5.4% toward 5%, debt at 121.7% of GDP, and the OAT spread still above 1
NewsDeputy Governor Dave Ramsden said Monday the policy rate 'may need to rise' as inflation expectations jumped to 4.5% — a 15-month high. Markets now price an 85%
Opinion · Laura WhitfieldAmerica's debt machine
Opinion · Younesse BouzianiThe Editor-in-Chief's monthly column
NewsThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours. The Supreme Court struck down the…
NewsWashington wants to export the dollar as stablecoin — a cross-agency push to fund deficits with token demand abroad. The plan to dollarize crypto.
NewsSamsung commits to High-NA EUV chipmaking tools in memory production by 2028 — an industry first. The ASML deal that redraws the AI chip map.
NewsChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
InvestigationChina refines ~90% of the world's rare earths. Myanmar's rebels hold half the heavy supply. The DRC capped cobalt exports.
NewsTehran's offer at the UN: lift the naval blockade, waive oil sanctions, ceasefire — and Hormuz reopens in seven days. Trump says he said no. The full terms.
NewsGermany, Canada, Australia, Papua New Guinea, Zimbabwe, Brunei and Samoa pushed the BBNJ treaty past 100 parties at the UN General Assembly — and set up a Janua
NewsFrance now pays more than Italy and Greece to borrow: the OAT-Bund spread tops 100 basis points for the first time since 2012, as debt nears 119% of GDP.
NewsThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
Opinion · Emre YıldırımThe Bosphorus & defense exports
Opinion · Laura WhitfieldMoney & power
Opinion · James WhitakerThe City & UK–EU trade
Opinion · Lukas WeberManufacturing & the Energiewende
Opinion · Aiko MoriDemographics
Opinion · Aiko MoriThe Bank of Japan & the chip race
Opinion · Julien MoreauEU industry, nuclear & francophone Africa
Opinion · Kaveh HosseiniOil under sanctions & nuclear diplomacy
Opinion · Lucía CárdenasNearshoring & USMCA
NewsThe Bank of Japan raised rates to 1.25% — and the yen dropped 2% into the 157s. When tightening weakens your currency, the textbook is on fire.
NewsUS households now fund 6.8% of all consumer spending from stock-market wealth — twice the 2019 pace — as portfolios turn into paychecks.
NewsUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
NewsIron Defender 25 moved civilians out of the Suwałki corridor for the first time — 10,500 troops, 700 vehicles, and a quiet message to Moscow about NATO's…
NewsXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals. Kate Harrison — Australia · Mining Correspondent · 27…
NewsNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
NewsRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine. Lukas Weber — Germany · Berlin Correspondent · 27 September…
NewsThree months before Guterres's term ends, no candidate commands the field — Grynspan leads the straw polls but five 'discourage' votes, possibly P5, keep…
NewsOpenAI's next model, GPT-5.4, is expected within days — built for long-horizon agents at enterprise scale. The race is no longer about the smartest chatbot…
NewsMexico's birth rate halved in five years. France now buries more than it births. Humanity may already be below replacement fertility.
NewsBomb disposal teams, evacuated homes, arrested men — at RAF Fairford, the airbase that hosts America's bombers in England. Nobody will say yet what it was.
NewsThe EU wants to triple its data-center capacity while labeling how much water and power each one drinks. Julien Moreau — France · Europe Correspondent ·…
InvestigationOne Dutch company prints the machines. One Taiwanese company prints the chips. China refines the graphite inside the batteries.
NewsOne week before Brazil votes, prosecutors are trying to keep gang-linked candidates off the ballot. One week before Brazil votes, prosecutors are trying…
NewsThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.