13+ hour, 56+ min ago   (405+ words) Carney is testing whether Canada could become an EU associate member, a strategic hedge against a deteriorating trade relationship with Washington that could reshape everything from worker mobility to energy infrastructure. Canadian Prime Minister Mark Carney is pushing the idea…...

14+ hour, 10+ min ago   (355+ words) Washington appears content to let Iran, Oman and the Gulf states handle Hormuz diplomacy on their own, while keeping its own leverage with Tehran reserved for the nuclear question. Trump administration officials have privately told counterparts in the Gulf region…...

14+ hour, 52+ min ago   (355+ words) Hormuz shipping came under attack again over the weekend, with a confirmed tanker fire and an unverified Iranian casualty claim adding fresh risk to an already fraught strait. A Panama flagged tanker caught fire in the Strait of Hormuz on…...

15+ hour, 14+ min ago   (388+ words) This considerably raises the stakes for oil versus the weekend's initial framing of the Hormuz meeting postponement, since the pipeline closure removes a genuine safety valve rather than just delaying a diplomatic step. We gave the heads up to this…...

17+ hour, 20+ min ago   (221+ words) A Monday meeting meant to advance a Hormuz shipping deal has been pushed back, with Tehran and Muscat citing consensus building even as Gulf unity looks shakier than billed. The postponement leaves the broader picture largely where it was: a…...

3+ day, 10+ hour ago   (219+ words) The Houthis are being credited with full control of a critical Red Sea chokepoint, but the wires backing that claim haven't caught up to it yet. Reuters sources say the BOJ is set to hike rates 25bp to 1.25% next week, but…...

3+ day, 16+ hour ago   (144+ words) I'll get more up on this soon, but this is moving oil: Also, Iran has struck 2 vessels with 4 missiles in the US-backed southern Omani corridor of the Strait of Hormuz. the vessels were transiting under US escort. Google bets €13B on…...

3+ day, 16+ hour ago   (158+ words) Any confirmation of damage to the pipeline would likely draw a firmer, more durable bid in crude given the route's role as a workaround for Hormuz-linked disruptions, whereas an unverified claim alone would typically be treated as noise rather than…...

3+ day, 23+ hour ago   (308+ words) Is the oil market sniffing out a TACO? WTI hit $100 today for the first time since May and remains up $3.44 at $99.49 but oil stocks aren't cheering. Notably, the strength in oil extends out the curve with January crude also up…...

4+ day, 17+ min ago   (107+ words) The 'no brainer' line and some other comments were surprisingly hawkish. OpenAI swaps $1/year federal pilot for usage-based pricing, offering 50% discount to agencies. Starbucks' Niccol wins back customers, now bets $1B on store upgrades to fatten margins. August home sales drop…...