Independent thinking for complex markets and current events
NEW YORK, July 8 (Reuters) – U.S. diesel futures were set for their biggest daily gains in four years on Wednesday after Russia announced a ban on exports of the industrial fuel, supercharging supply concerns in a market grappling with uncertainty about Middle Eastern oil flows. The ultra-low sulfur diesel futures benchmark on the New …
OPEC+ has agreed to a further increase in output targets from August, the group said in a statement on Sunday, adding to global supply at a time when oil prices are falling amid the gradual reopening of the Strait of Hormuz for oil exports. The oil-producing group agreed during an online meeting to increase quotas …
Iranian President Masoud Pezeshkian said Iran had resumed oil shipments in recent days by exporting 16 million barrels of oil after failing to ship a single barrel for 50 days under the US blockade. pic.twitter.com/2CYS8bYiUM — Iran International English (@IranIntl_En) June 26, 2026
While the Strait of Hormuz is essentially a graveyard for ships, the UAE is quietly finishing a massive pipeline to bypass it altogether. They’ve already got it halfway done, which tells you everything you need to know about how long they think this war is going to last. They aren’t waiting for the U.S. or …
JUST IN: 🇯🇵 Japan has officially lifted restrictions on weapons exports that had been in place since World War II. Under the new policy, Japan will be able to sell heavy weapons such as tanks, missiles, and warships to countries with which it has defense cooperation agreements. pic.twitter.com/5CxnjOKUXq — War Radar (@War_Radar2) April 21, 2026 …
Singapore is planning to expand its gold storage capacity, positioning itself as a key custodian of bullion for foreign central banks. It’s also developing “gold-related capital market products to promote price discovery and build liquidity” Big news… — Gold Telegraph ⚡ (@GoldTelegraph_) March 27, 2026 BREAKING: Russia just sold physical gold from its central bank …
Former CIA analyst Larry Johnson on RUSSIA'S WINS as a result of the US-Israel war on Iran: "[It's not] just the oil. [Russia's] got liquid natural gas… and fertilizer… [The US and Israel] have shored up the foundation of the Russian economy." pic.twitter.com/W2dqabq0Zj — Steve Hanke (@steve_hanke) March 16, 2026 Iowa farmer: This fertilizer shortage …
Here you go, as expected. Fujairah oil terminal in UAE, a critical hub for oil exports, has been hit in retaliation pic.twitter.com/mKgXd4kr3J https://t.co/B0Seeyxqyq — JustDario 🏊♂️ (@DarioCpx) March 14, 2026 US embassy in Iraq BOMBED! air defenses have been destroyed by IRAN. BREAKING: Iranian drone strikes the US Embassy in Baghdad, Iraq, smoke seen rising …
China orders immediate BAN on refined fuel exports – and it is Australia's biggest supplier of jet fuel https://t.co/BxEHkOTgep — Daily Mail (@DailyMail) March 13, 2026 China, Australia’s largest supplier of aviation fuel, has ordered refineries to halt oil exports in a move that could put further pressure on airfares, and increase concern about future …
IRAN REJECTS TRUMP CLAIMS OF WAR PROGRESS, WARNS REGIONAL OIL EXPORTS COULD HALT Iran dismissed Donald Trump’s statements suggesting the war is nearing completion and warned that continued U.S.-Israeli attacks could lead to a halt in oil exports across the region. — First Squawk (@FirstSquawk) March 10, 2026 JUST IN: 🇮🇷🇺🇸 IRGC accuses President Trump …
If Asia’s biggest energy importers are already scrambling, the global fuel shock may only be getting started. BREAKING: China has just told their largest oil refiners to SUSPEND exports of diesel and gasoline. This is NOT good. — Brian Krassenstein (@krassenstein) March 5, 2026 BREAKING: An oil tanker has been hit by a "large explosion" …
This is huge! Expect other Middle Eastern countries to begin doing the same! BREAKING: Qatar is set to fully shut natural gas liquefaction today, two sources close to the matter say. Restarting natural gas liquefaction after a complete shutdown would take 2 weeks. Once restarted, Qatar would need at least another 2 weeks to reach …
The Chinese stock market about to open on Monday when they find out their oil supply from Iran was just cutoff. pic.twitter.com/ja7Quc1Rqh — Wall Street Mav (@WallStreetMav) February 28, 2026 Paging the Petrodollar: Apparently China buys "over 90%" of Iran's oil exports. China was buying nearly 70% of Venezuela's. Neither were being paid in dollars …
The AI boom is fueling the South Korean economy: South Korea exports surged +47% YoY in the first 20 days of February, the strongest reading in at least 2 years byu/RobertBartus inEconomyCharts
Mexico confirms oil shipments to Cuba are currently stopped under US pressure — but President Sheinbaum says Mexico is taking "all diplomatic actions" to resume them "It is very unjust. You cannot strangle a people like this. They don't have fuel for hospitals, for schools." pic.twitter.com/oGZzDjhxOs — COMBATE |🇵🇷 (@upholdreality) February 9, 2026 Russia warned …
Washington’s latest sanctions have sent shockwaves through Asia’s energy markets. The decision to blacklist Russia’s two biggest oil exporters, Rosneft and Lukoil, has done more than tighten the screws on Moscow, it has thrown China and India into a scramble over how to keep their refineries supplied without losing access to the U.S. financial system. …
US farmers are saying we “just need temporary help, until things get better.” Here’s the thing. US farm exports- which are mostly soy- CAN’T get better. Other countries are now fillingl China’s demand. We’ve walled ourselves out of the global market, folks. This is it. The thing is, this isn't even the first time US …
Chinese exports are hitting records in many markets, per Bloomberg: pic.twitter.com/lGBUYIC7m5 — unusual_whales (@unusual_whales) September 30, 2025 President Xi Jinping’s export engine has proved unstoppable during five months of sky-high US tariffs, sending China toward a record $1.2 trillion trade surplus. With access to the US curtailed, Chinese manufacturers have shown they aren’t backing down: …
Authored by Mike Shedlock via mishtalk, China is hurtling towards a record $1.2 trillion trade surplus. China Floods the World With Exports Bloomberg reports China Floods the World With Cheap Exports After Trump’s Tariffs With access to the US curtailed, Chinese manufacturers have shown they aren’t backing down: Indian purchases hit an all-time high in August, …
"Trump's tariffs have created a drop in sales of various agricultural exports, including soybeans. Data shows the US is losing out on billions of dollars in purchases from China, which spent over $3 billion on soybeans in the second quarter of 2024. So far China has spent $0 this… pic.twitter.com/CRpZg9sPPr — The Lincoln Project (@ProjectLincoln) …
The global food system is fraying at every seam. August 2025 did not deliver a seasonal blip or a temporary disruption. It revealed a continental-scale unraveling of protein supply, visible to anyone paying attention. Meat prices have surged another 10 percent this year, sending the FAO’s meat price index to an all-time high https://guyanachronicle.com/2025/09/06/fao-food-price-index-virtually-unchanged-in-august. The …
The U.S. trade deficit in goods widened 22.1% to $103.6 billion in July from $84.9 billion, according to the Commerce Department’s advance estimate released Friday. The deficit was much wider than expected. Economists expected the deficit to widen to $87.7 billion, according to the Econoday research firm. “The wide fluctuations in trade flows associated with …
by confoundedinterest17 So much for the defeatist mentality in the main stream media, Congress and economists! The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2025 is 3.5 percent on August 29, up from 2.2 percent on August 26. After recent releases from the US Census Bureau and the …
Emerging market stocks, long fueled by global trade, are now showing cracks as export momentum fades. Investors may be walking into the late stages of a rally built on weakening foundations. If trade continues to contract, the ripple effects could hit supply chains and markets worldwide with surprising speed. Global exports are heading into contraction. …
(Bloomberg) — Africa has become a new hotspot for Chinese exports as Donald Trump’s tariffs redraw trade for the world’s biggest manufacturing nation. With a 25% on-year jump to $122 billion, growth in sales to the continent of 1.5 billion people has far outpaced other major markets this year while orders from the US slumped. …
by Martin Armstrong Japan experienced a contraction in exports for the first time in four years this July. Exports declined 2.6% on an annualized basis, falling beneath the median forecast of a 2.1% contraction, according to the Ministry of Finance. As with Canada, tariffs have caused a downturn in the auto sector. Autos, auto parts, …
by Martin Armstrong Canada is turning to Mexico for automobiles amid tariffs, with imports from Mexico surpassing those from the US for the first time in 30 years this June. Approximately C$1.08 billion in passenger vehicles were sent from Mexico to Canada compared to C$950 million from the US during that same time period, as …
Trump didn’t deregulate Big Tech. He sold them immunity. “At the beginning of Trump’s second term, at least 104 technology sector corporations faced at least 143 federal investigations and enforcement actions. So far, 47 of those enforcement actions (against 45 tech corporations) have been withdrawn or halted (38 withdrawn, nine halted).” https://www.citizen.org/news/trump-puts-big-tech-above-the-law-amid-industrys-billion-dollar-influence-campaign/ The cost was …
Article I, Section 9 of the U.S. Constitution specifically reads: “No Tax or Duty shall be laid on Articles exported from any State.” Yet despite this clear prohibition, and his oath to preserve, protect, and defend the Constitution, Trump is unilaterally imposing export taxes. — Peter Schiff (@PeterSchiff) August 13, 2025 I voted for Trump …
As of June 2025, the cost of Trump’s tariffs is split clearly: U.S. companies have absorbed 64% of the burden, foreign exporters took on 14%, and U.S. consumers already paid 22%. Goldman Sachs’ analysis confirms this breakdown through mid-2025, showing who is really bearing the tariff costs. https://deepnewz.com/tariffs/goldman-sachs-u-s-companies-absorbed-64-tariff-costs-consumers-share-to-rise-f9d46ce8 As of June, foreign exporters absorbed 14% …