Banking

Gold Near $4,200 Faces Inflation Test as Investor and Central Bank Demand Holds

Gold has fallen about 5% from September highs, but strong ETF and central bank buying offers support as inflation data tests rate expectations.

Oct 12, 2026 • 5 min read

Stocks

Indian Coal Shortages Trigger Factory Outages and Raise Power Costs

Low coal stocks and weak hydropower are driving blackouts in India, cutting small steel mills’ operating hours and raising factory energy costs.

Oct 12, 2026 • 5 min read

Markets

Oil Above $100 Shifts Demand Toward Hybrids, EVs and Electrification Stocks

High fuel prices are lifting demand for hybrids and electric vehicles, but company results show the benefits are uneven across the electrification tra...

Oct 09, 2026 • 5 min read

Economy

Virtual Power Plants Gain Ground as U.S. States Seek Lower Grid Costs

Vermont’s battery network and new state programs show how virtual power plants could ease peak demand and defer some grid spending.

Oct 09, 2026 • 5 min read

Markets

South Korea’s Saudi Crude Share Falls Below 30% as Supply Diversifies

Saudi crude made up 29.9% of South Korea’s imports through August, while U.S. supplies topped 20% and Canada gained ground.

Oct 05, 2026 • 5 min read

Markets

Amazon’s 690 MW Nuclear Power Deal Supports Constellation’s $3 Billion Upgrade Plan

A 20-year Amazon power agreement gives Constellation revenue certainty and supports more than $3 billion in planned Calvert Cliffs upgrades.

Oct 01, 2026 • 5 min read

Economy

UK North Sea Policy Faces a Test as Burnham Promises Pragmatism

Burnham’s pledge has lifted industry expectations, but decisions on two major fields and the terms for future projects will show whether policy change...

Oct 01, 2026 • 5 min read

Markets

Uranium Prices Hit Records as Nuclear Stocks Retreat on Weak Contracting

Uranium’s term price has reached $96 a pound, while utilities delay contracts and nuclear equities fall. The split turns on timing, costs and future s...

Oct 01, 2026 • 5 min read

Markets

AI Could Reshape Fuel Trading as Firms Weigh Opportunity Against Crowded Trades

AI tools could widen access to fuel trading, but shared signals may crowd tight markets. Established firms have an edge in data, capital and execution...

Sep 28, 2026 • 5 min read

Markets

Energy Security Shifts Toward Resilience as Oil and Gas Chokepoints Face Disruption

Recent conflicts expose how energy prices, shipping routes and financial links can transmit supply shocks across regions and industries.

Sep 28, 2026 • 5 min read

Markets

Europe’s Gas Price Forecasts Understate the Risk of Long-Term Energy Costs

Europe’s gas forecasts remain highly uncertain. Planning across a wide range of prices can reduce exposure to fuel shocks and costly assumptions.

Sep 28, 2026 • 5 min read

Economy

Record UK Diesel Prices and Rising Gilt Yields Put Pressure on Markets

UK diesel hit 199.18p a litre as Brent topped $96 and gilt yields climbed, adding to uncertainty ahead of October’s Budget.

Sep 28, 2026 • 5 min read

Stocks

Potential U.S. Diesel Export Ban Could Raise Costs for UK Businesses

The UK gets about a third of its diesel imports from the U.S., leaving hauliers and other fuel users exposed if a proposed export ban takes effect.

Sep 25, 2026 • 5 min read

Markets

WTI Holds Near $95 as Hormuz Shipping Risk and Diesel Shortage Split the Oil Market

WTI recovered from $88.67 as supply workarounds eased crude concerns, while record gasoil premiums and falling U.S. distillate stocks kept product mar...

Sep 25, 2026 • 5 min read

Economy

Hormuz Talks, Gulf Trade Routes and Energy Infrastructure Plans Take Shape

U.S.-Iran talks revisit a phased Hormuz deal as Gulf states expand transport routes and weigh energy infrastructure spending.

Sep 25, 2026 • 5 min read

Banking

ECB Warns Faster Gas Price Pass-Through Could Keep Eurozone Inflation Elevated

Wholesale gas price changes may reach consumer inflation within months across much of the euro area, while renewables have softened electricity cost p...

Sep 21, 2026 • 5 min read

Economy

UK Growth Forecast Holds at 1.3% as Energy Bills and Rates Pressure Spending

KPMG projects 1.3% UK growth in 2026, but higher energy costs and borrowing may curb household spending and narrow fiscal room.

Sep 21, 2026 • 5 min read

Markets

Panama Canal Slot Fees Surge as Hormuz Disruption Tightens Shipping Capacity

Canal auction prices and tanker rates have climbed as disrupted routes, higher cargo demand and limited vessel availability strain global shipping.

Sep 18, 2026 • 5 min read

Economy

Saudi Uranium Discovery Highlights Resource Potential, Not Recoverable Supply

Saudi Arabia has identified 110 million tonnes of uranium-bearing material, but its recoverable uranium content and commercial value remain uncertain.

Sep 14, 2026 • 5 min read

Economy

Oil Supply Disruptions Show Why Energy Security Depends on Cutting Fuel Reliance

Threats to Hormuz, Bab el-Mandeb and pipelines expose the costs of fuel dependence. Electrification and diversified supply chains could limit future s...

Sep 14, 2026 • 5 min read