Big Story: The Fed's September Rate Hike Rests on Six Ships and a Falling Brent Price
On Wednesday, August 13, a Federal Reserve-aligned speaker on Bloomberg Surveillance summarized the monetary policy crosscurrents in precise terms: "if we didn't have the war in Iran and the spike in oil prices, which I think has raised headline inflation and bleeds into other items, my guess is we …
Opinion
Opinion: Germany's December Nuclear Closure Is the Multiplier Europe's Gas Crisis Did Not Need
Germany's December Nuclear Closure Is the Multiplier Europe's Gas Crisis Did Not Need On Thursday morning, ICE Brent settled at $88.82 a barrel, down sharply from its recent peak following diplomatic …
Opinion: Saudi Aramco Reroutes Crude Around Africa as Bab el-Mandeb Shuts Down
Saudi Arabia Diverts Six Supertankers Around Africa. U.S. Crude Stocks Just Built 17.4 Million Barrels. The EIA's petroleum status report for the week ending August 7 showed a 17.4-million-barrel buil…
Opinion: Hahn & Co Manufactured an LNG Pure-Play. The Architecture Reveals the Exit.
On Thursday, August 13, Hahn & Co announced that its subsidiary SK Shipping would absorb 16 LNG carriers and their long-term contracts from fellow portfolio company H-Line Shipping, with H-Line receiv…
Opinion: America's Power Grid Buildout Has Become a Diesel Price Floor
By late July 2026, US diesel crack spreads had approached $100 per barrel, a level Jefferies characterized as both a psychological threshold and an economic trigger for freight and food inflation. Ret…