The global diesel market is facing a supply problem that is becoming less about the availability of crude oil and more about the ability to convert, move and store refined fuel. Disruptions linked to the conflicts involving Iran and Russia… Read More ›
Day: September 21, 2026
Saudi Pipeline Disruption Exposes Asia’s Crude Supply Vulnerability
The shutdown of Saudi Arabia’s East-West pipeline has exposed a weakness in Asia’s crude oil supply system that extends well beyond one damaged export route. The pipeline normally provides Saudi Arabia with an alternative path from its major eastern oil-producing… Read More ›
China’s Export Resilience Strengthens Xi’s Trade Leverage Over the US
China is approaching its latest meeting with the United States from a position shaped less by diplomatic symbolism than by the continued strength of its external trade. Despite years of tariffs, restrictions on technology and efforts by Washington and its… Read More ›
France’s Fiscal Strain Drives Bond Risk Premium to 2012 Highs
France’s bond market is increasingly reflecting a problem that has been building for years: the country has struggled to bring its public finances under control while the cost of servicing its debt has become more sensitive to higher interest rates…. Read More ›