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23h07/10⚠ war-conflict · 3/5

The radar system that Taiwan says tracked the PLA’s ballistic missile launch

Taiwan gained critical information about Beijing’s ballistic missile launch this week thanks to the island’s long-range early-warning radar system and intelligence sharing with Washington. The island’s AN/FPS-115 Pave Paws long-range early-warning radar detected the missile soon after it was launched from a nuclear-powered submarine in the South China Sea, the Liberty Times reported on Wednesday, quoting a senior Taiwanese official. The system tracked the missile’s trajectory during the initial.

◇ unclassifiedchina · asia · usa
23h07/10

Why did only 2 Hong Kong developers put up their hands for Northern Metropolis project?

Stretches of green farmland and shimmering ponds, winding village roads and sprawling brownfield logistics yards all lend Hung Shui Kiu in the New Territories a patchwork look of rustic Hong Kong standing in stark contrast to its glistening skyscrapers. This rural landscape is slated for radical transformation under the government’s ambitious Northern Metropolis blueprint and is primed to be reinvented as a modernised logistics hub in the near future. However, the premise of this transformation.

◇ unclassifiedchina · asia
1d07/10⚠ war-conflict · 3/5

The Coming Power War That Will Define the AI Era

Every great economic era has been defined by a fight over a single resource. In the 19th century, it was coal, and the British Empire was built on top of it. In the 20th century, it was oil, and the modern Middle East and American postwar dominance were both shaped by who controlled the flow. In the early 21st century, semiconductors became the world’s most critical asset, sparking the rise of Taiwan, growing trade tensions with China, and the creation of several multi-trillion-dollar tech giant

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ coups-regime · 3/5

People Are Talking About Contango While Oil Markets Are Far From Recovered

While financial desks obsess over paper structures and Brent crude briefly flirted with contango, the broader market is missing the forest for the trees. Brent crude’s recent rebound from $71 to $79 a barrel is not merely a brief short-covering bounce; it is the first tremor of an underlying structural deficit. The financial side of the market has become completely decoupled from a complex, fragmenting physical reality. The real story isn't a long-term supply glut—it is an artificial, short-term

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ war-conflict · 3/5

The Strait Of Malacca Faces Growing Fears Of Copycat Shipping Fees

Oil prices spiked again on Wednesday after U.S. President Donald Trump declared that the ceasefire deal with Iran is over and vowed to strike Iran again, effectively ending the tentative peace deal barely a month after signing. Iran struck three commercial vessels in the Strait of Hormuz on Tuesday that were using an alternative route near Oman's coast rather than the northern corridor controlled by Tehran, prompting retaliatory attacks by the United States. Iran has threatened to completely clo

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ war-conflict · 1/5

What's more impressive performance, big sudden gains, or a long track record of beating the market?

I noticed something recently. When I see people posting about making hundreds of percentage point gains on the normal YOLO-subs, it really doesn't impress me or raise feelings of envy at all, but it probably would have when I was young. If you get sudden gains, it was either based on luck or inside information. I remember Howard Marks roughly stating that over a long period of time, the top performing investors were basically never in the top 5% for any given year. (This may not be the exact mat

Social◇ unclassifiedsocial-signal
1d07/09

Trump’s climate jibes at China and EU just make him look out of date

US President Donald Trump’s negative portrayal of China’s achievements in renewable energy began at a White House meeting with oil executives on January 9 and was amplified at the World Economic Forum later that month. The story he told was shaped more by domestic politics than fact – a narrative that has lingered through subsequent debates over China’s alleged clean-energy “overcapacity”. While such rhetoric might rally support in the American Midwest, it does not withstand scrutiny. Trump’s...

◇ unclassifiedchina · asia · usa
1d07/09⚠ war-conflict · 4/5

Fed Sees Oil Prices Cooling Despite Renewed Iran War

The Federal Reserve still thinks energy prices are headed lower even as missiles are flying again in the Middle East. New York Fed President John Williams said Thursday that the market's expectation for oil prices to ease over the next six to 12 months remains "a pretty reasonable baseline," despite the collapse of the U.S.-Iran ceasefire framework and renewed attacks threatening energy flows through the Strait of Hormuz. That optimism may prove difficult to maintain. Oil markets have spent the

◇ unclassifiedmiddle-east · russia · usa
1d07/09

America's Answer to China's Molten Salt Reactor

A United States firm just got one step closer to realizing the development of a thorium reactor – using a 3D printer. The Florida-based advanced nuclear energy company AMPERA successfully fabricated a nuclear reactor module using a 3D printer, which will serve as the basis for what the firm hopes will be the first thorium-powered nuclear power system that is entirely factory-built, subcritical, and solid-state. “This next-generation nuclear core and pressure vessel sets the foundation for factor

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ war-conflict · 3/5

Turkey and Iraq Move to Keep Critical Oil Export Route Alive

Iraq just bought itself another year. Turkey and Iraq are expected to sign a 12-month extension of the agreement governing the Iraq-Turkey crude oil pipeline within days, preventing a July 27 expiration that threatened one of Baghdad's few remaining viable oil export routes. Turkish Energy Minister Alparslan Bayraktar said the agreement is in its final stages and will ensure crude continues flowing from Iraq to the Mediterranean export terminal at Ceyhan. It's only a one-year extension, but righ

◇ unclassifiedmiddle-east · russia · usa
1d07/09

Washington Draws a Line for Iraq’s New Leader

Iraq’s new prime minister, Ali Al-Zaidi, will meet U.S. President Donald Trump in Washington, D.C. on 14 July - shortly after America’s Independence Day on July 4th. Trump will no doubt highlight America’s struggle for independence and will press Al-Zaidi to make Iraq independent of Iran, but is Trump ready for an Iraq that is independent of America? It’s a good question because the same day the White House released the terms of the 14-point U.S.-Iran Memorandum of Understanding (MOU), The New A

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ war-conflict · 3/5

Citi's AI Robotics Picks: Rockwell, Emerson, Honeywell Lead the List

Citi's Robotics & Physical AI Leadership Conference wrapped up on Tuesday. The annual Citi Research event brings together robotics founders, investors, operators, and industry executives to assess the state of "physical AI." Analyst Heath Terry summarized the key takeaways Wednesday morning, painting a picture of the robotics industry moving from proof of concept to commercial deployment, while warning that scaling robots remains challenging. "Labor shortages, reshoring, and favorable regulatory

◇ unclassifiedmiddle-east · russia · usa
1d07/09

China Walks Away From Georgia's Strategic Deep-Water Port Project

China has walked away from the Anaklia Deep Sea Port project, ending speculation over one of Georgia’s most important infrastructure projects. The Georgian government now says it wants to develop and operate the port on its own. Few infrastructure projects in the Caucasus have been as geopolitically embattled as Anaklia. The project was launched in 2016, with a consortium of Georgian and US companies taking the lead in construction. The Georgian Dream government eventually canceled the $2.5 bill

◇ unclassifiedmiddle-east · russia · usa
1d07/09

U.S. Oil Dominance Keeps Growing Despite Lower Prices

While much of the world spent 2025 debating peak oil, the United States was busy setting another production record. New data from the U.S. Energy Information Administration showed that U.S. crude oil production, including lease condensate, averaged a record 13.6 million barrels per day last year, extending America’s run as the world’s largest crude producer. That streak began in 2018, when the United States overtook Russia. Since then, shale has done what shale does best: annoy OPEC, defy foreca

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ war-conflict · 3/5

Iran War May Ignite Middle East Market Share Race, But Not Yet

When the UAE said it was leaving OPEC so it could boost production as much as it wanted, it sparked speculation, yet again, that OPEC was falling apart. The peace deal between the United States and Iran was a done deal in the eyes of oil traders, and the race for market share was on. Then the missiles started flying again, the U.S. president said the ceasefire is dead, and long-term oil disruption in the OPEC heartland came to the fore. Reuters’ Ron Bousso earlier this week suggested OPEC was on

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ war-conflict · 3/5

NATO Projects Unity as Leaders Rally Behind Ukraine

It is fair to say that the final day of the NATO summit in Ankara on July 8 got off to a tense start. Overnight, the United States had resumed strikes on Iran after an uneasy cease-fire. The entire conflict had shaken the military alliance, with US President Donald Trump slamming European allies for not helping out and questioning their “loyalty.” In his joint press appearance with the NATO Secretary-General Mark Rutte on July 8, he again ripped into European nations for delaying or preventing U

◇ unclassifiedmiddle-east · russia · usa
1d07/09⚠ shipping-routes · 3/5

Indonesia Receives First Russian Crude Shipment Under April Supply Deal

Indonesia has recently welcomed the first cargo of Russian crude oil under a deal Southeast Asia’s biggest economy struck with Moscow in April. About 770,000 barrels of Russian crude oil was delivered to Indonesia’s port of Balikpapan at the end of June, per customs data by Big Trade Data cited by Bloomberg. This was the first shipment of crude oil from Russia to Indonesia since the two countries agreed in April, at peak Hormuz crisis, on a regular supply deal. Indonesia produces some 600,000 ba

◇ unclassifiedmiddle-east · russia · usa
1d07/09

Shippers Cool on Green Fuels as Costs Stay Too High

The shipping industry is being blamed by climate activists for emitting a solid portion of the world’s atmospheric carbon dioxide. Under pressure, the industry has been trying to find an alternative to the traditional fuels it uses, all petroleum derivatives. It has, however, encountered a problem. All the potential—presumably greener —alternatives are so expensive, no one can afford them. The shipping industry accounts for about 3% of global carbon dioxide emissions. For activists and politicia

◇ unclassifiedmiddle-east · russia · usa
1d07/09

BP Weighs North Sea Exit Under New CEO

BP has started to simplify its portfolio and cut costs, and will make fewer but better choices in which projects to invest, chief executive Meg O’Neill said on Thursday. “We are taking concrete action to grow long-term value for shareholders: simplifying our portfolio, reducing costs, maintaining tight discipline on capex and strengthening the balance sheet,” O’Neill, the first female CEO of a Big Oil company, wrote in a LinkedIn post to reflect on the first 100 days as top executive of BP. “We

◇ unclassifiedmiddle-east · russia · usa
1d07/09

High Oil Prices Are Fueling a New Heavy Crude Rush in Canada

Who says price isn't a rationing mechanism? Rather than sink billions into long-term oil sands projects, Alberta energy companies are increasingly chasing the Clearwater formation, a conventional heavy oil field that allows producers to capitalize on rising crude prices far more quickly, according to Bloomberg. The surge in activity has been significant. Alberta approved 1,764 drilling licenses between Jan. 1 and June 12, the busiest start to a year since 2014. Roughly one-fifth of those permits

◇ unclassifiedmiddle-east · russia · usa
1d07/09

EU Eyes 2040 Electrification Target to Slash Oil and Gas Dependence

The European Commission is set to unveil next week an electrification target for 2040 in a bid to reduce the need for fossil fuels and strengthen the renewable energy sector in the EU, according to a draft proposal seen by Bloomberg News. The Commission, the EU’s legislative arm, is expected to propose on July 17 a target for the share of electrification, still unspecified, as part of the energy consumption in the bloc by 2040. “With decisive action at all levels, Europe can become the first ele

◇ unclassifiedmiddle-east · russia · usa
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