Following the collapse of geopolitical risk premium in oil prices, oil is back to trading on supply, demand, and OPEC+ expectations. The Israel-Iran ceasefire and the lack of subsequent retaliatory attacks has drained oil markets of the elevated geopolitical risk that saw Brent near $80 per barrel last week, only to post a $9 per barrel week-on-week drop and trade around $68 per barrel on Friday. Now that the Middle East is relatively calm, there are two main price-defining events ahead - OPEC+ with its July 06 meeting and Donald Trump with his…

La Administración de Donald Trump sacudió este jueves la Asamblea General de la Organización de los Estados Americanos (OEA) al amenazar con abandonar el organismo, alegando su "incapacidad" para abordar las crisis en Venezuela y Haití. Así lo expresó el número dos de la d...

BYD stock and its U.S. listed ADRs slumped about 3% on Wednesday this week, after it was reported the vehicle manufacturer was cutting production. China’s top automaker is scaling back production at several factories due to rising vehicle inventories and slower-than-expected sales growth, multiple outlets including Reuters and CarNewsChina reported. The company has canceled night shifts and delayed adding new production lines, reducing output at at least four factories by about one-third. “There were two reasons for the mentioned actions:…

BYD stock and its U.S. listed ADRs slumped about 3% on Wednesday this week, after it was reported the vehicle manufacturer was cutting production. China’s top automaker is scaling back production at several factories due to rising vehicle inventories and slower-than-expected sales growth, multiple outlets including Reuters and CarNewsChina reported. The company has canceled night shifts and delayed adding new production lines, reducing output at at least four factories by about one-third. “There were two reasons for the mentioned actions:…

BYD stock and its U.S. listed ADRs slumped about 3% on Wednesday this week, after it was reported the vehicle manufacturer was cutting production. China’s top automaker is scaling back production at several factories due to rising vehicle inventories and slower-than-expected sales growth, multiple outlets including Reuters and CarNewsChina reported. The company has canceled night shifts and delayed adding new production lines, reducing output at at least four factories by about one-third. “There were two reasons for the mentioned actions:…

David Barnea, jefe del Mossad, la agencia terrorista de espionaje de Israel, dijo que la organización continuará con sus actividades en Irán, se indicó en un video dado a conocer por la agencia. El video muestra a Barnea, principal líder de esta agencia del estado genocida de Israel...

La Fiscalía de El Salvador acusó este sábado ante un juzgado por presunto lavado de dinero al abogado constitucionalista Enrique Anaya, fuerte crítico del presidente Nayib Bukele, detenido hace dos semanas. Anaya, de 61 años, ha llamado "dictador" a Bukele, criticado su re...

Viernes, 27 de junio de 2025. Irán marca un hito histórico al enfrentarse directamente a Israel en un movimiento que ha dejado al mundo en estado de shock. Mientras tanto, Donald Trump, quien ha sido un firme aliado de Israel, enfrenta una nueva derrota diplomática. La incapacidad de responder e...

Luego de dos semanas de ser detenido en la ciudad de Maracaibo Rodrigo Cabeza, sus familiares solicitan a las autoridades una fe de vida y conocer el paradero del economista quien fue ministro de Finanzas de Hugo Chávez entre 208 y 2009. Rodna Cabeza, hija del dirigente...

Numbers Report – June 27, 2025In the latest edition of the Numbers Report, we will take a look at some of the most interesting figures put out this week in the energy and metals sectors. Each week we’ll dig into some data and provide a bit of explanation on what drives the numbers. Let’s take a look.1. BP Takeover Bids Have a New Problem, Its Debt • The relatively stale world of major energy M&A deals has been roiled by the Wall Street Journal reporting on Shell’s entry talks with BP for a full takeover, only to…

Politics, Geopolitics & Conflict- Trump has suggested that China is free to buy oil from Iran if it wants, but urges Beijing to purchase more U.S. crude instead, essentially suggesting that more oil deals are the price for de-escalating things with Iran. China's purchases of Iranian barrels have surged past 1.5 million bpd, and the U.S. administration, despite the high-profile strike on Iran’s nuclear facilities, is more interested in export competitiveness than in curbing illicit flows. - Iraq is preparing to import LNG for the first…

Iran’s missile strike on Al Udeid Air Base in Qatar on June 23 was loud but calculated. Despite the scale (nearly 20 missiles, including medium-range ballistic weapons) the damage was negligible. U.S. and Qatari sources confirm that interception systems neutralized the bulk of the barrage, and the only successful impact hit a structure outside the base, with no military value and no casualties. This was not a serious attempt to degrade U.S. capabilities in the Gulf. It was theater with a purpose: to signal resolve without triggering escalation,…

This could have been a momentous week in Ukraine’s long-term wish of joining the European Union and NATO. In the end, it wasn't. As leaders of the two institutions met for key summits in Brussels and The Hague respectively, Kyiv’s eventual membership of both should have been a centerpiece. Instead, Ukraine is no closer to joining either — and the many obstacles in the war-torn country's path to the Euro-Atlantic community were on full display. Just like in Vilnius a year ago, Ukraine was frustrated that it didn’t get an…

La Fuerza Aérea Israelí ha atacado unas instalaciones utilizadas por el movimento libanés Hezbolá en la zona de Beaufort Ridge, en el sur del Líbano, han comunicado este viernes las Fuerzas de Defensa de Israel (FDI). ???????? Israel ataca varios objetivos de Hezbolá ubicados en el ...

Un equipo de rescate halló dos cuerpos sin vida en la ciudad colombiana de Bello, con lo que ascendió a 13 el número de fallecidos por una riada provocada por un aguacero que afectó el área metropolitana de Medellín, en el noroeste del país, informaron este jueves fuentes oficiales. ...

Crude oil markets endured a sharp four-day selloff from June 22-26, driven by collapsing geopolitical risk premiums and mounting global supply. The steep decline wiped out nearly all the gains from mid-June’s heightened Middle East tensions, as traders recalibrated around fresh supply-side realities and emerging demand concerns. Iran-Israel Ceasefire Removes Key Supply Risk Oil’s abrupt decline was catalyzed by a ceasefire agreement between Israel and Iran, announced late Monday by U.S. President Donald Trump. Though Israel accused…

Viernes, 27 de junio de 2025. Ray McGovern analiza las consecuencias duraderas de la guerra contra Irán en entrevista con el profesor Glenn Diesen. McGovern fue analista de inteligencia de la CIA durante 27 años, presidió las Estimaciones Nacionales de Inteligencia y participó en la preparación del...

Tras las fuertes lluvias que se suscitaron durante los últimos días en el estado Mérida, el Gobierno nacional acudió al lugar para realizar el levantamiento de las zonas críticas, desde El Vigía hasta el sector El Baho, donde se atienden 25 puntos afectados. “Desde ya empezamo...

La zona metropolitana y varias áreas aledañas a la ciudad capital se encuentran viviendo una situación extrema con el problema del agua, cuando se había anunciado de manera oficial el pasado lunes 23 que el corte del servicio por mantenimiento era por 36 horas, o bien un día y medio, a raiz de...

Santos has granted exclusive due diligence access for six weeks to the consortium led by Abu Dhabi’s ADNOC that has made an $18.7 billion non-binding takeover bid for the Australian energy giant.  Santos, which earlier this month received – and plans to accept – the offer, has now entered into a process and exclusivity deed with XRG, a subsidiary of Abu Dhabi National Oil Company and lead investor of a consortium including Abu Dhabi Development Holding Company and Carlyle, the Australian gas giant said on Friday.  The…