Geopolitics
Biofuels could strengthen Australia’s fuel security and create new markets for farmers
Turning locally produced feedstocks into biofuels could help Australia lower import dependence, improve resilience to supply shocks, and create new markets for farmers.
Global Daily: All The News That is Not Fit to Price
Political and geopolitical developments again stole the headlines over the weekend, with attendant market implications...
Exclusive East-West, in this crisis, no rest
Middle East escalation threatens key Saudi oil routes, deepens global supply risks and drives sharp upgrades to oil, diesel and gas price forecasts into 2027.
Can Brazil’s agricultural exports surf the coming geopolitical waves?
Brazil has become an export powerhouse for agricultural commodities over the last 20 years but must now deal with concentrated destinations and geopolitical tensions.
Global Daily: Coalition of the Exceedingly Reluctant
US 10-year bond yields briefly topped 5% on Monday as crude oil prices continued to move higher and overnight index swaps implied a higher chance of a Fed rate hike...
Global Daily: Willy Wonka and the Compute Factories
Oil prices are rising again on news of the shutdown of Saudi Arabia’s East-West pipeline following drone strikes, and the Houthis’ seizure of strategic locations...