Worried about Strait of Hormuz inflation to come? The world economy has one word for you: Plastics
Worried about consumer inflation to come from Strait of Hormuz closure? The economy has one word for you other than oil: plastics.
New fees, fewer flights: Higher fuel prices pinch consumer budgets beyond the gas pump
As corporate policies change, Americans will feel higher oil prices in their wallets beyond the gas pump.
How the big oil and gas CEOs think the Iran war supply disruption will play out
The oil industry’s grim outlook for global oil and gas supplies stands in contrast to the Trump administration’s promise that the disruption is short term.
The Iran war is defense tech’s chance to shine, but few systems and weapons are ready
Palmer Luckey’s Anduril, software AI company Palantir and Elon Musk’s SpaceX are getting the lion’s share of defense tech dollars from the Pentagon.
As stocks and bonds fall, and oil hits $100, a futures trade that boomed in 2022 may again be a winner
Managed futures, which track macro themes expected to play out over months, do well when traditional assets are falling. This could be one of those times.
Yemen’s Houthis launch Israel strike, the first time since the U.S.-Israel war began
The entry of the Houthis in the war marks a significant escalation in the conflict as it enters its second month.
How Chinese, Russian Arctic ambitions are fueling a U.S. polar icebreaker mission
China and Russia have a big lead in efforts to control once impenetrable Arctic waters. The U.S. is spending billions on new icebreakers in a race to catch up.
Rubio sees U.S. war in Iran completed in weeks as airstrikes escalate
More than 300 U.S. military service members have been wounded since the war against Iran started on February 28.
Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes
Meta’s twin legal defeats this week and a big sell-off in Micron spurred a drop in technology stocks, which were broadly hit by rising oil prices.
China’s BYD sees first profit drop since 2021, even as the Tesla-rival takes global EV crown
BYD has been expanding into global markets including Latin America and Europe, where auto analysts say profit margins are higher than in China.
