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A.M. Edition for Aug 4. A Journal investigation finds the government has paid millions to private contractors to track down critics of ICE. WSJ's Hannah Critchfield says agents have confronted Americans at home and work, asking them to sign letters agreeing their posts “may” be a crime. Plus, SpaceX is set to release its first earnings report, with the rocket company needing strong Starlink growth to fund its ambitions. And ahead of primaries in a handful of states, including a bitter Senate battle in Michigan, WSJ's Terell Wright explains why some Democratic voters are embracing insurgent progressive and socialist candidates. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Le Journal en français facile du mardi 4 août 2026, 18 h 00 à Paris.Retrouvez votre épisode avec la transcription synchronisée et des exercices pédagogiques pour progresser en français : https://rfi.my/CwBQ.A
Program description: Darers & Doers showcases groundbreaking innovations from China and features company founders and CEOs who are turning cool, bold ideas into reality. Produced by Caixin Global. Episode intro: Solar is one of China's most crowded renewable-energy sectors, if not the most. But a new generation of entrepreneurs is looking beyond manufacturing and capacity, finding new ways to turn solar into an investable and profitable business. In this episode of Darers & Doers, Li Wenxuan, founder, chairman and CEO of PCG Power Technology, explains how he has built a business around making distributed solar work for commercial and industrial users — helping factories and industrial parks cut energy costs, improve efficiency and secure a more reliable supply of green power. PCG Power turned a profit just two years after its founding. It has since grown into one of China's largest distributed-energy companies, operating 2 gigawatts of grid connected capacity and serving hundreds of customers. The company has also attracted backing from Singapore's state-owned investor Temasek and Saudi's Aramco, and has partnered with the U.K.'s Octopus Energy on power trading. Speaking with host Kelsey Cheng, Li explains how China's vast industrial power market has created a unique testing ground for new energy business models, and how PCG Power plans to take that experience overseas. He also addresses concerns about overcapacity and dumping in China's renewable-energy industry, and how technologies such as storage, virtual power plants and artificial intelligence can help address shortfalls of renewable generation. Chapters: (02:11) From real estate and tech investor to distributed solar entrepreneur (05:04) Solving the "energy trilemma" (08:14) Why PCG's business model works (12:55) How distributed solar took off in China (15:14) AI's two-way relationship with energy (18:03) Dumping and oversupply concerns (20:33) Where China's renewable-energy push falls short (23:02) Taking PCG Power global This episode of Darers & Doers was recorded in Mandarin and produced in English with the help of AI. Produced by Kelsey Cheng (kelseycheng@caixin.com) and Du Bohan Read more on Caixin Global: Exclusive: China's Power Market Reforms Reshape Strategy for Renewable Developers, PCG Power Chairman Says PCG Power, Octopus Energy Launch Power Trading Venture in China Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount. Group discounts are available — contact us for a customized plan.
Ömer ve Yaşar, Neler Oluyor'un 142. bölümünde dünya gündemini değerlendiriyor.00:00 - Giriş ve Cemiyet Duyurusu 02:00 - Trump Çin'de26:59 - İngiltere Yerel Seçimleri ve İngiltere'nin Gerileyişi1:01:56 - Dünya'da Devlet Tahvil Faizlerinin Yükselişi1:13:10 - ARAMCO Üretim Düşüşü ve Enerji Krizi1:42:05 - Africa Forward ve Fransa'nın Afrika Politikası
US equity futures gapped higher following the pause in US strikes on Iran since Friday night; Risk sentiment underpinned by a decline in oil prices and yields.US CENTCOM commander Cooper advised the Pentagon and the White House that the next possible step is to return to a large-scale military operation.Iranian media reported that an oil tanker exploded in the Strait of Hormuz after hitting a naval mine when it deviated from a navigation route designated by Iran.Yemen's Houthis said they carried out operations against Aramco facilities in Saudi's Jizan and Yanbu.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.8% after the cash market closed with gains of 1.1% on Friday.Looking ahead, highlights include German Ifo (Jul), US Durable Goods Orders (Jun), Atlanta Fed GDP (Q2). Supply from the US. Earnings from LVMH & AstraZeneca.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Pemex pierde dinero donde Exxon y Aramco ganan millones, manufactureras de exportación apuestan por retener inversiones y Automotrices chinas recortan 200 agencias en México, con Tzuara de Luna y Octavio Torres.00:00 Introducción01:03 Pemex pierde dinero donde Exxon y Aramco ganan millones04:57 Manufactureras de exportación apuestan por retener inversiones ante aranceles y el T-MEC08:32 Automotrices chinas recortan 200 agencias en México y priorizan rentabilidad sobre expansión12:04 Falta de suelo amenaza la meta de vivienda social del sexenio; alertan por construcción en zonas aisladas o de riesgo15:14 Tour de Francia 2026: Isaac del Toro firma la mejor actuación que el ciclismo mexicano ha brindado en su historia Hosted on Acast. See acast.com/privacy for more information.
US tariff increase. Aramco routes via Egypt. Second EU tranche received. Marriott’s 11 new hotels. Morning Drive is your daily download of the essential headlines shaping Egypt. From business policy and finance to the latest in tech, all in under 10 minutes. Hosted by ‘Synthetic Salma’ — an AI-powered version of our own Executive Editor Salma El-Saeed. You can read the full newsletter on the website. Morning Drive is brought to you by: Madinet Masr GRANITE Financial Holding Bonyan for Real Estate Investments And check out our other show Making It, where we speak to CEOs and entrepreneurs about building a great business in the region.See omnystudio.com/listener for privacy information.
These are the top headlines from Arab News, the Middle East's leading English-language daily, at 6am GMT on Friday 24th July. - US strikes Iran and Bahrain warns of incoming fire as clashes over shipping routes escalate - Houthi ‘blockade' claims fabricated and ship attacks are ‘piracy,' Saudis tell UN Security Council - Two Chinese supertankers with Saudi oil exit Red Sea - UN missing persons chief says search efforts advancing in Syria but still no office in Damascus - Could the Saudi-US cooperation result in a nuclear Aramco? Check out the latest updates on https://arabnews.com
The Houthis in Yemen say they've hit two Saudi oil tankers in the Red Sea, creating a new chokepoint. Oil and gas prices rise following the strikes. In response, President Trump threatens to inflict major military punishment on the Iran-backed group. Also: in Hong Kong, a new slogan of defiance after raids and arrests at two independent bookstores. Albanian police use tear gas and water canon against protesters outside parliament. It's the latest confrontation over a tourism project linked to President Trump's family. Scaled-back Commonwealth Games gets under way in Scotland, with concerns about the cost of hosting the sporting event. And camels across large parts of North Africa are suffering from stress, fatigue and dehydration because of increasing temperatures. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk Photo: Tanks and oil pipes at Aramco's Ras Tanura oil refinery and oil terminal in Saudi Arabia. Credit: REUTERS/Ahmed Jadallah
This week on Inside the Economy, we discuss the overall consumer resilience, the S&P 500, and potential implications for investors. New home inventory has climbed steadily back up to nearly 500,000 units, marking a significant recovery from the historic lows seen a decade ago. Are we finally seeing enough increase in supply to help ease buyer competition, or is inventory still missing the mark? U.S. spending on data center construction has skyrocketed, officially outpacing traditional office and healthcare building markets. Where does this measure alongside educational, and transportation buildings? Meanwhile, PCE inflation measures have cooled dramatically from their historic peaks, settling into a much steadier range heading into mid-2026. Just how long can we expect this balanced inflation environment to last? Federal spending continues to outpace government receipts, maintaining a wide deficit gap even as revenues steadily climb. What could it take to close the distance between incoming tax dollars and national outlays? On the global front, average daily foreign exchange trading volume has climbed past 9.5 trillion dollars, jumping more than a quarter since 2025. What is driving this massive expansion in global currency trading? Aramco has cut its main oil pricing differential to its lowest point since 2020. What could this change in pricing mean for global energy markets and consumer costs ahead? Tune in to learn more. Key Takeaways: • Headline CPI at 3.5% • Crude Oil price at $81.22 per barrel • 30-year mortgage at 6.55%
This week on Inside the Economy, we discuss the overall consumer resilience, the S&P 500, and potential implications for investors. New home inventory has climbed steadily back up to nearly 500,000 units, marking a significant recovery from the historic lows seen a decade ago. Are we finally seeing enough increase in supply to help ease buyer competition, or is inventory still missing the mark? U.S. spending on data center construction has skyrocketed, officially outpacing traditional office and healthcare building markets. Where does this measure alongside educational, and transportation buildings? Meanwhile, PCE inflation measures have cooled dramatically from their historic peaks, settling into a much steadier range heading into mid-2026. Just how long can we expect this balanced inflation environment to last? Federal spending continues to outpace government receipts, maintaining a wide deficit gap even as revenues steadily climb. What could it take to close the distance between incoming tax dollars and national outlays? On the global front, average daily foreign exchange trading volume has climbed past 9.5 trillion dollars, jumping more than a quarter since 2025. What is driving this massive expansion in global currency trading? Aramco has cut its main oil pricing differential to its lowest point since 2020. What could this change in pricing mean for global energy markets and consumer costs ahead? Tune in to learn more. Key Takeaways: Headline CPI at 3.5% Crude Oil price at $81.22 per barrel 30-year mortgage at 6.55%
Is the software business dying? Loulou sits down with Ahmad AlZaini, co-founder and CEO of Foodics, at the 11-year mark of the company for the operator's read on the biggest question in tech this year: what happens to software when AI agents replace the human at the login screen. Foodics is the restaurant operating system for the region: 40,000+ locations across the GCC, Egypt and Jordan, $13B in payments processed to date, on track for $14B by end of year, 700 people, licensed by the Saudi Central Bank, backed by a $198M capital raise including a record $170M Series C. Ahmad is a Forbes-recognized entrepreneur with executive credentials from Harvard, Stanford and MIT, and was appointed to the Endeavor Saudi board of directors in 2026. Subscribe for weekly conversations on business, investing, leadership and what is actually happening in the Arab world. Chapters 01:42 Foodics at 11: the top line, $13B GMV, 40,000 locations, 40% revenue outside Saudi 04:08 From Al Khobar to Aramco to Foodics: why the founder was never supposed to be a founder 09:43 Investor due diligence in reverse: not all money is equal, cap-table hygiene from an acquirer's chair 14:47 Growth capital advice: do not take from Saudi at growth stage, go global, come back with matched terms 18:36 40 SF VC meetings, 3 term sheets: how to raise when nobody knows where Riyadh is 21:04 Talent reverse migration: C-suite relocating from Boston, NY, SF, Paris and London to Riyadh 23:54 AI is out of the box: the Anthropic February 2026 SaaS selloff explained 31:15 The PhD intern: how a fresh graduate should show up with an AI use case, not a certificate 33:37 The pricing shift: nobody pays for logins in 2030, everyone pays for outcomes and usage 43:09 The exit conversation: if for one minute you decide you need to exit, you are not in the right business 48:45 Secondary markets, buybacks, and why every employee should have liquidity options 53:46 The under-30 Saudi generation: high-school AI hackathons, curiosity, and where they spend Follow Loulou Khazen Instagram: /louloukhazen LinkedIn: /louloukhazen X (Twitter): /louloukhazen Follow the guests Ahmad AlZaini Linkedin: https://www.linkedin.com/in/alzaini/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
VOV1 - Giá dầu thế giới hôm nay bật tăng trở lại sau khi một tàu chở dầu bị trúng vật thể lạ và bốc cháy tại eo biển Hormuz. Vụ việc một lần nữa làm dấy lên lo ngại về an ninh hàng hải trên tuyến vận tải năng lượng trọng yếu nối các quốc gia vùng Vịnh với thị trường toàn cầu.Trong phiên giao dịch sáng nay tại châu Á, giá dầu Brent tăng 0,4% lên 72,27 USD/thùng, trong khi dầu thô WTI của Mỹ tăng 0,4% lên 68,85 USD/thùng.Theo Cơ quan Điều hành Thương mại Hàng hải Anh (UKMTO), vụ việc xảy ra cách Limah (Oman) khoảng 8 hải lý về phía Đông. Một tàu chở dầu đang di chuyển theo hướng Nam bị trúng một vật thể lạ vào mạn trái, gây hỏa hoạn nhưng không ghi nhận thương vong hay ô nhiễm môi trường.Nguyên nhân vụ việc vẫn đang được điều tra, trong bối cảnh hoạt động vận tải qua eo biển Hormuz mới chỉ phục hồi một phần sau giai đoạn gián đoạn do căng thẳng quân sự giữa Mỹ và Iran. Dù lưu lượng tàu thuyền đã tăng trở lại, khối lượng hàng hóa vận chuyển vẫn thấp hơn so với trước xung đột, phản ánh tâm lý thận trọng của các hãng vận tải và doanh nghiệp năng lượng.Eo biển Hormuz là tuyến đường huyết mạch của thương mại năng lượng toàn cầu, nơi khoảng 20% lượng dầu và khí đốt giao dịch trên thế giới được vận chuyển qua trong điều kiện bình thường. Vì vậy, bất kỳ diễn biến bất ổn nào tại khu vực này đều có thể tác động trực tiếp đến tâm lý thị trường.Tuy nhiên, phản ứng của giá dầu lần này tương đối hạn chế khi thị trường vẫn chịu sức ép từ triển vọng nguồn cung gia tăng. Sau khi Mỹ và Iran đạt được thỏa thuận ngừng bắn tạm thời, giá dầu Brent đã xóa gần như toàn bộ mức tăng do chiến sự gây ra. Nhà phân tích ngoại giao và quân sự Alexandru Hudisteanu nhận định: “Thị trường và các nước trong khu vực đều muốn sớm khép lại cuộc xung đột này. Việc giá dầu tăng trước đây phản ánh những khoảng trống và rủi ro mà thị trường lo ngại. Tuy nhiên, hiện nay niềm tin đang dần được củng cố rằng tình hình có thể ổn định trở lại và các bên sẽ đạt được một dạng thỏa thuận mang tính lâu dài hơn. Trong kịch bản tích cực nhất, điều đó sẽ tạo điều kiện để hoạt động vận tải và thương mại dần nối lại, hướng tới một trạng thái bình thường mới sau xung đột. Rõ ràng, các quốc gia trong khu vực cũng như phần còn lại của thế giới đều mong muốn thương mại được lưu thông tự do. Tuy nhiên, kết quả cuối cùng sẽ phụ thuộc vào diễn biến và các thỏa thuận đạt được trong thời gian tới."Trong khi đó, nhiều tổ chức tài chính, trong đó có Goldman Sachs và Morgan Stanley tiếp tục cảnh báo nguy cơ dư cung quay trở lại trong những tháng tới. Áp lực này càng gia tăng sau khi Saudi Aramco thông báo hạ giá bán chính thức đối với dầu Arab Light xuất khẩu sang châu Á trong tháng 8 xuống thấp hơn 1,5 USD/thùng so với giá chuẩn khu vực. Đây là một trong số ít lần Saudi Arabia áp dụng mức chiết khấu lớn kể từ các giai đoạn cạnh tranh thị phần vào các năm 2015 và 2020. Các chuyên gia nhận định việc Aramco giảm giá bán phản ánh kỳ vọng giá dầu sẽ tiếp tục điều chỉnh theo xu hướng thị trường. Theo đó, OPEC+ có thể sẽ đẩy mạnh sản xuất nhằm bổ sung nguồn cung, qua đó đưa giá dầu về quanh ngưỡng 60 USD/thùng trong thời gian tới.Ở chiều ngược lại, yếu tố địa chính trị vẫn tiếp tục phủ bóng lên thị trường. Dù căng thẳng giữa Mỹ và Iran đã phần nào hạ nhiệt, tiến trình đàm phán giữa hai bên vẫn chưa đạt được đột phá. Tổng thống Donald Trump hôm qua tuyên bố Mỹ hoặc sẽ đạt được một thỏa thuận với Iran hoặc sẽ “hoàn thành nốt công việc”. Ông đồng thời cảnh báo khả năng sử dụng biện pháp quân sự nếu đàm phán không đạt kết quả. Iran ngay lập tức bác bỏ những tuyên bố trên, khẳng định nước Cộng hòa Hồi giáo sẽ đáp trả nếu tiếp tục bị đe dọa../.Thu Hoài/VOV1Các tàu thuyền tại eo biển Hormuz
Today's guest is Barbara Middelkoop - Meijsen, ServiceNow Solution Architect at Aramco Europe. Founded in 1933, Aramco is one of the world's largest integrated energy and chemicals companies. With over 90 years of history, Aramco play a central role in global energy supply, producing oil, gas and petrochemicals at scale. The company focuses on reliable energy delivery while investing in lower-carbon technologies and innovation to support a more sustainable energy future.Barbara is an experienced consultant who bridges the gap between users, organizations and technology. She excels at translating functional user requirements into reliable technical solutions, while keeping organizational goals and process integrity in focus. Barbara can clearly communicate complex ideas and also turn them into practical implementation. She works well with a wide range of stakeholders and approaches challenges creatively, finding solutions when obstacles arise to ensure successful outcomes.In the episode, Barbara talks about:0:00 Her journey from Watchmaker to tech, finding passion for ServiceNow3:14 With teams like gears, digital work offers flexible solutions 4:45 Her belief that leaders learn from all and help others grow5:40 Her day-to-day-role bridging technical and functional sides to improve processes8:02 Why people often cling to old habits instead of embracing new solutions9:09 Advice to practice in a personal ServiceNow instance to learn effectively10:36 Learning from others and attending events in the ServiceNow community 12:22 How Community involvement broadens perspective and offers supportive learning13:00 Why she's excited to implement AI in ServiceNow to improve efficiency
In this Energy Horizons episode of the Greenberg Traurig E2 Energy Law Podcast, host and of counsel Nikki Wise and Bill Garner, co-chair of the firm's global Energy Practice, examine one of 2026's most compelling emerging energy stories: the discovery and early-stage development of natural hydrogen, also known as white or geologic hydrogen, across the Middle East. Bill opens with an update on a landmark development in France, where Francaise De l'Energie has drilled the deepest well in the world specifically targeting natural hydrogen, reaching approximately 3,500 meters in the Lorraine region's abandoned coal mines. He then turns to the Middle East, where the unique geology of the region, including serpentinized ultramafic rock and ophiolitic formations, is generating significant exploration activity. The discussion highlights Oman as the region's clear first mover, with visible hydrogen seepage already documented, an MOU between SOHAR Port and Freezone and Swiss firm HYNAT, a US Department of Energy-backed project by GeoPower, and a recent exclusive evaluation agreement between Australian company HyTerra and ARA Natural Resources focused on the Samail Ophiolite. Bill notes that Oman's flexible petroleum law gives it a regulatory head start. The episode also covers Saudi Arabia's early-stage Aramco pilot investigations, and the UAE's establishment of a natural hydrogen research institute in Abu Dhabi, along with Irish company Decahydran's confirmed natural hydrogen well in Sharjah and its commercial partnerships with Weatherford International, Sharjah National Oil Company, and Siemens Energy. Bill and Nikki explore the legal and business dimensions of this emerging industry, noting that new regulatory frameworks, mining laws, environmental assessments, international trade agreements, and commercial contracts are effectively being written in real time, creating significant opportunities for legal practitioners and investors alike. The episode closes with a realistic look at the long timeline to commercialization and the geopolitical complexities affecting the region, before previewing the next episode, which will focus on natural hydrogen development and legal considerations in the United States.
Fiscalía de Morelos investiga a exdirector de Pemex por violencia Inauguran Centro LIBRE para apoyar a mujeres en Tequixquiac Cae helicóptero de Aramco en Arabia Saudita Más información en nuestro podcast#grc
On June 28, 2026, a civilian skydiving aircraft tragically crashed near the northeastern town of Tomblaine, France, resulting in the deaths of eleven individuals. This incident, which left no survivors, included one pilot, five skydiving instructors, and five students. Fortunately, no bystanders on the ground sustained injuries.The aircraft, a German-registered Pilatus PC-6 light plane, was owned by a local skydiving club and was conducting a training flight. Relatives of the skydivers were present at the airfield at the time of the crash. The plane descended vertically into a grassy area adjacent to the runway of the Nancy-Essey Aerodrome, narrowly avoiding a nearby residential area and shopping center.Regional prefect Yves Seguy reported that the aircraft seemed to experience unexplained damage during its ascent before it fell straight down. Amaury Lacote, the deputy public prosecutor in Nancy, confirmed that a technical investigation has been initiated to ascertain the cause of this tragedy.French Transport Minister Philippe Tabarot and Interior Minister Laurent Nuñez both visited the site to evaluate the emergency response efforts. In the meantime, local police have urged the public to refrain from entering the perimeter around the aerodrome to ensure that emergency vehicles can access the area without interruption.Medical and psychological support units were onsite to assist eyewitnesses and grieving families.In a separate incident, a helicopter crash in Saudi Arabia resulted in the deaths of 14 Saudi citizens, as reported by the kingdom's official press agency, which noted that the aircraft was owned by the state oil company Aramco.The Saudi Press Agency, citing an official from the energy ministry, stated that the helicopter crashed in Ras Tanura, located in the eastern part of the country."The accident resulted in the fatalities of all 14 passengers, all of whom were Saudi citizens," the agency reported, adding that an investigation is currently underway to determine the cause of the crash.Aramco reports that it manages over 60 aircraft, which includes helicopters that serve more than 300 heliports across Saudi Arabia, positioning it as one of the largest corporate fleets in the area.
Cuatro de cada diez seres humanos vieron el último Mundial: 2.870 millones de personas mirando lo mismo, a la vez. Pero si apartas el ruido —las banderas, los himnos, los penaltis— y miras lo que de verdad mueve la maquinaria, descubres que el partido es lo de menos.En este episodio te explico cómo el Mundial dejó de ser un deporte para convertirse en la mayor máquina audiovisual y financiera del planeta. Hablamos de los 13.000 millones de dólares que ingresa la FIFA, de por qué una retransmisión en directo es el último activo que el streaming no ha podido sustituir, y de cómo el capital soberano de Arabia Saudí —con Aramco al frente— ha integrado el fútbol en el mercado global como una clase de activo más, igual que un inmueble o un barril de crudo.También entramos en el sportswashing, en la huella de carbono récord de 2026 y, sobre todo, en la pregunta que casi nadie hace: ¿quién paga realmente la fiesta? La pasión la ponemos nosotros. El beneficio se lo llevan ellos. Y el poder decide, en Zúrich, las reglas del reparto.No te pido que apagues la televisión. Te pido algo más difícil: que mientras lo ves, sepas lo que estás viendo.Seguimos… Learn more about your ad choices. Visit megaphone.fm/adchoices
00:00 Introducción 00:15 El 35% de los mexicanos no saben identificar sitios pirata para ver el Mundial Especialistas en ciberseguridad afirman que la urgencia por ver los partidos de forma gratuita es la principal razón por la que son víctimas de fraude. 01:14 Un grupo de ciberdelincuentes chino usó Gemini para difundir estafas en línea Google y el FBI iniciaron una investigación en contra del grupo conocido como Outsider Enterprise, que utilizó la IA de la empresa para crear y propagar sitios web pirata. 02:23 SpaceX quiere llevarlos a la Luna, Marte y más allá: Elon Musk en lanzamiento de la empresa en Wall Street La empresa repitió el jueves que su objetivo es lograr 75,000 millones de dólares, tres veces más que el récord actual, obtenido por la petrolera saudita Aramco en 2019.
Kia ora. Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news the imminent deal Trump talked up on Saturday seems to have faded, mainly because Israeli attacks on Beirut have undermined the situation. But if there was to be a deal, it is sure to dominate financial markets. In the meantime, war is the standard situation. These same markets are also contending the implications of the wildly successful SpaceX float. It was full of animal spirits, FOMO, and gambling fever, and more than a few observers are seeing this as evidence of a gigantic bubble. After all it values SpaceX at 100 times its current revenues, and the business operates at a loss. At a US$2 tln 'value', to be sustainable it would need to generate after-tax profits of at least 10% or US$200 bln per year. And that is about double what Aramco-plus-Google do now, #1 and #2 combined. In the real world, Thursday will bring the next US Fed policy meeting result, the first chaired by Kevin Warsh, Trump's replacement of Jerome Powell. Powell will still have a vote however. Most observers see them holding their key rate at 3.75%. The Fed has an inflation target of 2% for the PCE measure of inflation which is currently running at 3.8% with the CPI running at 4.2%, a three year high, with both rising sharply last time they were released. There will need to be some policy gymnastics to ignore those signals, but they may hope the fuel component reverses soon to save them. That is probably why markets think there will be no change on Thursday. The US Fed won't be the only central bank on action this week. We will get reviews from the Bank of Japan (+25 bps to 1.00% expected), Sweden's Riskbank, Norway's Norges Bank, the Swiss National Bank, the English central bank, even in Brazil. More importantly for us is that we will get the RBA's latest update on Tuesday, where no change from the current 4.35% is expected. And the New Zealand Q1-2026 GDP result will drop this week and it will be a surprise it it isn't a year-on-year growth rate of +1.1%. Of course, this will be very dated data. In fact the RBNZ's own Nowcast suggests GDP will drop -0.2% in Q2-2026 from the prior quarter after rising +0.6% in the March quarter. Markets see a March quarterly rise of +0.9%. In Japan, attention will focus on the Bank of Japan's policy meeting, where it is widely expected to raise the benchmark interest rate by 25 basis points to 1% amid persistent inflation and yen weakness. If delivered, it would mark the first rate increase since December last year and the highest policy rate since 1995. The country is also set to publish trade, inflation, and machinery orders data. In India, producer inflation is projected to rise to 9.1% in May from 8.3% in April, driven by rising energy costs. Other major releases include trade, unemployment, and passenger vehicle sales figures. In China, investors will monitor a series of key economic releases next week, including house prices, industrial production, retail sales, fixed asset investment, and their jobless data. After April's surprise decline, China's May new yuan loans resumed their growth in data out over the weekend, up +5.5% from a year ago with a modest +¥520 bln rise, about what was expected (+¥550 bln). Still, at that level it is the weakest May increase in eighteen years, as the usual suspect - the property market - continues to drag on bank lending. Across the Pacific, American consumers felt the cost of living pressure ease slightly in June as petrol prices came back off their recent war highs. The University of Michigan's Consumer Sentiment Index rose in early June, up from May's all-time low and a better than expected recovery. It was a modest recovery all the same with improvements seen across all age, education, and political groups. Lower-income consumers, for whom fuel represents a larger share of budgets, showed a particularly strong rebound even if it is still deeply negative and its second lowest of all time. And in Europe, Switzerland had another set of national referendums. One proposal, to cap its population at 10 mln, has been voted down. The UST 10yr yield is now just on 4.49%, up +1 bps from Saturday, down -5 bps for the week. The price of gold has recovered a very minor +US$4 from Saturday to US$4222/oz but down -US$102 for the week. Silver is little-changed US$67.50/oz and the same as last week at this time. Oil prices are up +50 USc from Saturday at just under US$85/bbl in the US, while the international Brent price is now just on US$87.50/bbl. A week ago these two prices were US$90.50 and US$93/bbl respectively. Hormuz transits have dried up again. And global oil reserves are draining into uncharted territory. The Kiwi dollar is down -10 bps from this time Saturday at just on 58.3 USc, up +30 bps for the week. Against the Aussie we are unchanged at 82.8 AUc. Against the euro we are holding at just on 50.4 euro cents. That all means our TWI-5 starts today at just under 62 which is unchanged from Saturday, up +30 bps for the week. The bitcoin price starts today at US$63,655 and down a minor -0.3% from this time Saturday. That is a +5.8% rise from this time last week. Volatility over the past 24 hours has been low at just over +/- 0.8%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorriow. Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
O vencedor da Copa do Mundo de futebol será definido no campo, mas esta edição da competição já tem um título nada honroso a exibir: o de Mundial mais emissor de gases de efeito estufa da história do esporte. Disputada em três países, 16 cidades e com um recorde de 48 seleções, a Copa provocará um uso inédito de transporte aéreo pelas seleções e torcedores – sem falar do volume de dados para as transmissões dos jogos por streaming. Lúcia Müzell, da RFI em Paris O alto volume de voos será inevitável não apenas para levar um recorde de 6 milhões de espectadores do mundo todo para os países-sede, Estados Unidos, México e Canadá, como para os deslocamentos internos até os locais das partidas. A distribuição dos jogos desconsiderou o balanço ambiental das distâncias – a maior delas é de mais de 4 mil quilômetros, entre o Estádio Azteca, na Cidade do México, e o BC Place, em Vancouver. O resultado é que as emissões geradas pela Copa serão no mínimo o dobro da última edição, no Catar: 7,8 milhões de toneladas de CO₂ equivalentes, avalia um estudo da plataforma internacional de contabilidade de carbono Greenly. Isso corresponde às emissões anuais de um país pobre como Serra Leoa ou de 1,7 milhão de carros a combustível. "O que nos impressionou nesta Copa do Mundo é que ninguém falou sobre essa questão. É uma completa negligência, como se as mudanças climáticas não existissem", observa o CEO da plataforma, Alexis Normand. Antes da Greenly, outros estudos já haviam alertado para um resultado ainda mais pesado, como o do New Weather Institute e a rede Sport for Climate Action, que antecipa um total de emissões de 9 milhões de toneladas de CO₂. Distâncias maiores, por mais gente e mais tempo A média da distância da viagem de ida e volta percorrida por cada torcedor nesta Copa será de 19,4 mil quilômetros, contra 13 mil no Catar em 2022. Para piorar, esta edição será 10 dias mais longa e terá nada menos do que o triplo de torcedores do que o último Mundial. As emissões dos transportes representarão, assim, 87% das emissões totais desta Copa, estima a Greenly. A maioria das partidas vai ocorrer nos Estados Unidos de Donald Trump, um presidente negacionista climático que, em momento algum da organização do evento, se preocupou em diminuir a sua pegada de carbono. O que chamou a atenção foi o silêncio da Federação Internacional de Futebol (Fifa) sobre o tema, apesar de a entidade ter um objetivo de redução de 50% das emissões de seus eventos até 2030 e de atingir a neutralidade de carbono até 2040. Papel da Fifa A decisão de aumentar de 32 para 48 equipes participantes, assim como a de estabelecer uma parceria com a gigante petroleira saudita Aramco, não avançam neste esse sentido. "Durante a Copa do Mundo do Catar, a Fifa fez algumas confusões porque, depois de prometer que o Mundial seria neutro em carbono, soubemos que ela 'esqueceu' de calcular as emissões indiretas relacionadas ao transporte de passageiros", lembra Normand. "Então, ela disse: 'Não é um problema, porque vamos comprar projetos de compensação de carbono, financiar florestas, etc.'. Só que os projetos em questão não foram verificados. Isso se tornou um problema de comunicação para eles, de modo que, agora, aparentemente, eles decidiram nem sequer tocar mais no assunto." Desta vez, a federação reconhece o peso dos transportes no balanço ambiental do evento. No entanto, a Fifa alega que a decisão de espalhar as competições por estádios tão distantes foi para privilegiar as instalações e infraestruturas existentes, outro eixo relevante na pegada de carbono de um grande evento esportivo. Nenhum novo estádio precisou ser construído para o Mundial de 2026. A entidade delega aos países organizadores a missão de reduzir as emissões relacionadas a transportes, energia, alimentação e gestão de resíduos, entre outros aspectos relevantes. "A Fifa precisa assumir a responsabilidade por seu papel crescente na crise climática", afirma Stuart Parkinson, autor principal do relatório do New Weather Institute. "A Copa do Mundo de 2026 está prevista para ser a mais poluente de todos os tempos, e espera-se que os torneios futuros continuem dependendo fortemente de viagens aéreas e outras atividades com alta emissão de carbono. À medida que a crise climática se agrava rapidamente, a única resposta sensata é a federação tomar medidas imediatas para reduzir significativamente as emissões dos torneios." Próximas Copas Daqui a quatro anos, o formato em que os jogos são divididos entre diferentes países voltará a acontecer, na Copa do Mundo em Portugal, Espanha e Marrocos. Alexis Normand assinala que será uma oportunidade de retomar o exemplo dos Jogos Olímpicos de Paris, que limitou o impacto ambiental a 2,08 milhões de toneladas de carbono, o mais baixo desde a Olimpíada de Londres de 2012. Ele defende que os recursos investidos nas infraestruturas, especialmente no Marrocos, país em desenvolvimento, sejam direcionados à sustentabilidade, e que os critérios ambientais sejam uma condição para as licitações de obras. "Estão previstos grandes investimentos, então por que não imaginar, como fez Paris, um Plano Marshall para investimento em infraestrutura de baixo carbono?", sugere o especialista francês. "Você pode aproveitar para renovar a rede ferroviária, modernizar as instalações esportivas e fazê-las consumir menos energia, conectá-las a fontes de energia renováveis e assim por diante. Dessa forma, minimiza-se o impacto de carbono do transporte e se constrói edifícios que serão menos poluentes."
Tessel Middag wants her sport to be a force for good. But she says that's hard to imagine when FIFA's “Major Worldwide Partner” for the 2026 World Cup is Saudi state oil company, Aramco. And it's not just Tessel. Advocates like Frank Huisingh feel uneasy watching athletes compete in extreme heat while flanked by advertisements for the globe's leading oil corporation. But as the world continues to warm, can advocates convince football's governing body to ditch oil and gas sponsorships, and make way for climate-conscious partnerships?
Antonio Sanabria, doctor en Economía, profesor e investigador en economía aplicada en la UCM; Rafael Ramiro, profesor de Gestión Empresarial de Comillas ICADE; e Isabel Aguilera, consultora empresarial; analizan dos temas que marcan la actualidad: la salida a bolsa de las grandes tecnológicas y el impacto de la visita del Papa León XIV a España. SpaceX busca recaudar 85.000 millones de dólares, una cifra que triplica la mayor salida a bolsa registrada hasta ahora, que fue la de Aramco en 2019 con menos de 30.000 millones.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he covers today's top stories shaping America and the world. In this Monday Headline Brief of The Wright Report, Bryan reveals that Iranian President Masoud Pezeshkian has reportedly offered his resignation, admitting the IRGC, not the civilian government, is now firmly in control of Iran and its stalled peace talks with President Trump. Bryan tracks satellite images showing Iran using the ceasefire to dig out buried missiles and drones, a US Hellfire strike on a cargo ship running the naval blockade, and warnings from Chevron, Exxon, and Aramco that global oil supplies could hit a panic-buying breaking point in just two to three weeks, with prices potentially spiking past $150 a barrel. He also covers Israel's deepest push into Lebanon in 25 years and the capture of the Crusades-era Beaufort Castle, then makes the case that Trump's best play now is a bare-bones Iran deal so he can pivot to the bigger threat at home: an Islamo-Marxist Democrat movement organizing violent ICE protests with funding from Roy Singham and George Soros. Plus, Bryan unpacks the concept of Taqiyya and what it means for vetting figures like Zohran Mamdani, a screwworm case creeping toward Texas cattle country, a promising new blood test that distinguishes four forms of dementia with 92% accuracy, and surprising research on how multiple AI chatbots can fact-check each other to deliver better medical answers. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Bryan Dean Wright, The Wright Report, Monday Headline Brief, Masoud Pezeshkian resignation, IRGC control Iran, Iran peace talks, Trump Iran deal, Strait of Hormuz blockade, Hellfire missile cargo ship, oil supply crisis, $150 oil price, Chevron Exxon Aramco warning, Israel Lebanon invasion, Beaufort Castle, Hezbollah disarm, Benjamin Netanyahu, Gaza war, drug boat strikes, Caribbean cartel operations, screwworm outbreak Texas, Eileen Wang Arcadia California, Chinese Communist infiltration, Roy Singham, George Soros, Hassan Piker, Delaney Hall ICE protests, Brandon Greer, New Jersey ICE attacks, Mikie Sherrill, Markwayne Mullin self deportation, Zohran Mamdani, Fadhel Al-Sahlani, taqiyya, political Islam, dementia blood test Washington University, CBD nerve pain study, AI medical chatbots, ChatGPT Gemini Llama health accuracy
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über florierende Luftfahrt-Titel, darbende Chemie-Werte und den historischen Ferrari-Moment. Außerdem geht es um Lufthansa, Air France-KLM, MTU Aero Engines, Ryanair, TUI, BASF, Brenntag, Deutsche Börse, Delivery Hero, Uber, Prosus, Ferrari, Porsche, Klarna, StubHub, Chime, Figma, CoreWeave, Circle, Cerebras, Fervo Energy, HawkEye 360, Aramco, Alibaba, SoftBank, NTT, Visa, AIA, Enel, Meta, General Motors, ICBC, Bank of America, Goldman Sachs, DoorDash, Entain, Scout24, Big Yellow Group, Melrose Industries, Argenx, Alpha Bank, UniCredit, Commerzbank. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
11 May 2026. Saudi Aramco saw net profit rise 26% in Q1 despite the conflict. Robin Mills of Qamar Energy joins us to explain how the East-West pipeline is keeping oil flowing despite the Strait closure. Plus, two landmark court decisions have just made dispute resolution in Dubai faster and cheaper. Jonathon Davidson, Managing Partner at Davidson and Co Law Firm, breaks down what changed and what it means for businesses right now. The Dubai World Trade Centre road project got a new road this weekend. Ahmed Al Khzaimy, Director of Traffic at the RTA, tells us how it fits into the bigger plan for the city. And Dubai’s homegrown camel collectible sold out instantly, now it’s become chocolate. We find out how Dabubu went from plushy to confectionery brand.See omnystudio.com/listener for privacy information.
HEADLINES:• Oil Jumps as Trump Rejects Iran Peace Proposal • Pakistan Secures Qatari LNG Lifeline Through Hormuz • Aramco Posts Record Quarterly Profit Surge • UAE Emergency Loan Relief Hits AED6.2bn
العناوين:• النفط يرتفع بعد رفض Donald Trump لمقترح السلام الإيراني• باكستان تؤمّن شحنات الغاز القطري عبر مضيق هرمز• Saudi Aramco تسجل قفزة قياسية في الأرباح الفصلية• قيمة دعم تأجيل القروض الطارئة في الإمارات توصل إلى 6.2 مليار درهم
Rassegna stampa economico-finanziaria del 11 Maggio 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali. Investimenti, Mercati e Scenario MacroTestate: L'Economia del Corriere della Sera / Repubblica Affari&Finanza / Il Giornale / Il Messaggero* Mercati vicini ai massimi, ma aumenta il rischio “bolla”. L'Economia segnala che le Borse, incluse Piazza Affari e Wall Street, restano sostenute nonostante guerre, petrolio e debito pubblico. KPI chiave: Fed al 3,5-3,75%, Bce al 2%; S&P 500 e Nasdaq su livelli record; Berkshire Hathaway ha raggiunto un nuovo record di liquidità nel 1° trimestre 2026. Il messaggio manageriale è prudente: non è il momento di uscire dai mercati, ma di selezionare asset con flussi solidi e bassa leva.* Fine dell'illusione del denaro gratis. Il Giornale sottolinea il cambio di regime: dopo oltre 15 anni di tassi zero, liquidità abbondante e debito a costo quasi nullo, il capitale torna ad avere prezzo. È un fattore positivo per imprese ben patrimonializzate: la selezione rafforza i player più efficienti.* Trump-Xi: confronto difensivo sul G2. Il vertice del 14-15 maggio viene letto come tentativo di stabilizzazione su AI, terre rare, commercio, petrolio, Iran e Ucraina. L'AI è trattata come infrastruttura economica critica: dalle fabbriche ai farmaci, fino ai trasporti globali.Energia, Materie Prime e GeopoliticaTestate: Corriere della Sera / Repubblica / Repubblica Affari&Finanza / La Stampa / La Verità* Carburanti aviation: via libera UE al Jet A USA, ma con rischi operativi. La Commissione europea autorizza l'uso del carburante americano per fronteggiare la carenza di cherosene legata alle tensioni su Hormuz. KPI: il Jet A congela a -40 °C, contro il Jet A-1 a -47 °C. Il rischio è tecnico-industriale: errori di rifornimento possono impattare filtri, tubazioni e motori.* Fertilizzanti e agro-commodity sotto pressione. La Stampa evidenzia rincari dei fertilizzanti fino all'84%, collegati al petrolio. Sempre La Stampa segnala tensioni su soia, grano e caffè: la filiera food resta esposta ai costi energetici e alla volatilità geopolitica.* Petrolio e Aramco: la guerra favorisce i produttori sauditi. Repubblica indica utili record per Aramco, confermando che l'instabilità energetica redistribuisce margini lungo la catena del valore a favore degli upstream producer.Industria, AI e Filiere StrategicheTestate: Repubblica Affari&Finanza / Foglio - Inserto / Messaggero / Corriere della Sera* L'intelligenza artificiale conquista l'auto. Affari&Finanza legge l'automotive come uno dei settori più esposti alla trasformazione AI: software, guida assistita, supply chain e customer experience diventano leve competitive. Indicazione positiva: chi integra AI su prodotto e operations può migliorare margini e time-to-market.* Cina e AI regolata come modello globale. Il Foglio segnala la strategia cinese di regolazione dell'AI come strumento industriale e geopolitico. Per le imprese europee il tema è doppio: compliance e accesso ai mercati.* Cinecittà e nuovi teatri PNRR. Il Messaggero presenta Roma come potenziale set europeo grazie ai nuovi teatri finanziati dal PNRR: opportunità per filiera audiovisiva, turismo professionale e servizi collegati.Fisco, Casa e NormativaTestate: Sole 24 Ore / La Stampa* Bonus casa in frenata e Irpef più alta dai redditi di 29mila euro. Il Sole 24 Ore segnala un impatto fiscale selettivo: la soglia critica è 29.000 euro di reddito. La riduzione degli incentivi edilizi può rallentare ristrutturazioni e filiera costruzioni, ma favorisce una maggiore disciplina di spesa pubblica.* Piano casa: commissario per l'edilizia popolare. Il Sole 24 Ore evidenzia un approccio più centralizzato alla gestione dell'edilizia residenziale pubblica. Implicazione: possibile accelerazione autorizzativa, ma execution da monitorare.* Accise: sconti agli sgoccioli. La Stampa segnala il possibile esaurimento degli sconti, con impatto su carburanti, logistica e consumi. Per le aziende è un tema da incorporare nei budget energia e trasporti.Banche, Credito e DebitoTestate: Repubblica / L'Economia del Corriere della Sera / Il Messaggero* Fusioni bancarie UE: gli Stati resistono, ma il mercato spinge. Nell'intervista a Patuelli, Repubblica evidenzia che le fusioni transfrontaliere restano ostacolate dalle resistenze nazionali, ma la pressione competitiva dovrebbe prevalere. Indicazione positiva: il consolidamento può rafforzare scala, capitale e capacità di finanziare imprese.* Credito e obbligazioni sotto osservazione. L'Economia richiama i warning di Jamie Dimon su private debt e rischio obbligazionario, con analogie agli allarmi pre-2008. Il messaggio per CFO e investitori è chiaro: attenzione a duration, liquidità e qualità del credito.* Debito italiano: lettura meno allarmistica. Il Messaggero affronta la “miopia” sul debito italiano, evidenziando la necessità di valutare sostenibilità, risparmio privato e traiettoria dei conti pubblici senza letture solo emergenziali.Consumi, Famiglie, Lavoro e FormazioneTestate: Sole 24 Ore / Corriere della Sera / Repubblica Affari&Finanza / La Stampa* Consumi a rischio: famiglie in modalità pre-allarme. Il Sole 24 Ore rileva che gli italiani stanno già riducendo spese non essenziali, rinviando grandi acquisti, limitando auto e consumi energetici. KPI: 8 intervistati su 10 prevedono un peggioramento nei prossimi mesi; 7 su 10 hanno già registrato effetti economici dell'instabilità geopolitica; tra i giovani la preoccupazione sale all'82%.* Spagna batte Italia su salari, energia e investimenti. Il Corriere confronta due economie simili ma con performance divergenti. KPI principali: potere d'acquisto in Spagna +1,2%, Italia -8%; prezzo energia 65 €/MWh in Spagna contro 116 €/MWh in Italia; investimenti esteri 304 mld in Spagna contro 191 mld in Italia; crescita PIL 2016-2025: Spagna 2,1% medio, Italia 1% medio. Il dato positivo è che il gap indica leve chiare di recupero: energia, attrazione investimenti, stabilità regolatoria.* Rincari sui conti delle famiglie. Repubblica Affari&Finanza segnala che l'onda lunga dell'inflazione continua a comprimere budget domestici e propensione al consumo. Per le imprese consumer diventa cruciale il value-for-money.* Lavoro: stagione di cambiamento. La Stampa richiama il tema lavoro-formazione: con salari reali sotto pressione e competenze in transizione, la produttività diventa la leva centrale.
AP's Lisa Dwyer reports on a jump in profits for a major oil supplier.
Adrienne Belaire grew up on Aramco compounds in Saudi Arabia from first grade through high school, a world full of sunshine, small communities, and the particular freedom of a life lived between cultures. She is a wife, mother, potter, and artist who, after navigating her own sometimes turbulent repatriation to the United States, made a quietly remarkable decision: to go back again. She returned to Saudi Arabia as an adult gave birth to and has raised her three children there, giving them the same roots she had always missed. She is one of those rare people who has lived the TCK experience from both sides, as a child, a daughter, a sibling and now as the parent holding the map.What You'll Walk Away WithThis conversation is for anyone who has ever felt like a marble thrown across a floor, feeling scattered, disconnected, not quite sure where they landed. Adrienne talks with extraordinary candor about the sudden closure of her compound in 1986, the grief of losing a community with no internet to hold it together, and what it felt like to fly into Denver knowing she was landing somewhere that was supposed to be home but felt nothing like it. What makes this episode particularly powerful is her hard-won perspective on what she wishes someone had told her then, that your kids need to know you are their safe place, especially when the world outside doesn't understand them yet. There is also a genuinely moving moment when she describes reading the Pollock TCK book for the first time as an adult and simply thinking: that is me. That is my sister. That is my brother. Recognition, it turns out, is its own special way a kind of homecoming.A Gentle NudgeWhether you are raising children overseas, or if you were once a child raised overseas this episode could be for you. Please share it with an expat parent who is navigating a transition right now, they will thank you for it.Please share this podcast with someone, we work hard to produce content that makes a real difference. In the catalog there are 30 episodes on coming home (the Re-Entry Series) and also on the topic of belonging, (the Belonging Project).Or browse the full catalog at nomadicdiariespodcast.com and please share or leave a review if this episode resonated.We would love to get to know you and what you might like to hear. Here is a simple form, only three very short questions. https://form.typeform.com/to/xV0rKTBD We would love to hear from you, send us a text please!Support the showYou can map the move. You cannot map the metamorphosis. Nomadic Diaries explores the interior journey of expat life — the belonging, the identity shifts, the repatriation, and everything that travels with you that can't be packed in a suitcase. This episode may be part of our Re-Entry Series (30 episodes on coming home) or The Belonging Project (29 episodes on belonging across cultures). Browse the full catalog at nomadicdiariespodcast.com and please share or leave a review if this episode resonated.
We are now recording an audio summary of written posts that we will upload to Apple, Spotify, and YouTube and you can listen to by clicking the button below.This week we expand on the Energy Technology component of our Geopolitical Super Vol framework we introduced last week (here). The massive unmet energy needs of the other seven billion people on Earth were already driving investment in new energy technologies in particular for countries not blessed with sufficient domestic resources like crude oil, natural gas, or coal. A backdrop of structurally increased geopolitical uncertainty and turmoil, in particular amongst the largest economies in the world, will drive a doubling, tripling, and quadrupling down on a wide swath of new technologies that help meet energy needs. For The Lucky 1 Billion of Us, there is a need to invest in the technologies that allow our industries to compete in a host a new areas and to no longer simply cede all manufacturing to China and other Asian countries—as the U.S. and Western Europe have done over the past 25 years.The new technology areas we are most interested in span four broad buckets:* Grid optimization and enhancement* Power generation* Demand diversification opportunities, which encompasses areas like EVs (electric vehicles), LNG (liquefied natural gas) trucks, and energy efficiency* Manufacturing and industrial competitiveness via physical AI, robotics, and automationIn this post we:* differentiate between “Energy Tech,” which we believe has a very favorable outlook, and “Climate Tech,” the latter of which always seemed non-sensical to us.* highlight the key areas we are watching most closely within the new technology buckets noted above.* provide a progress report on hyperscaler profitability given the massive ramp in CAPEX seen by those companies.* highlight Aramco as an AI and technology leader.The opportunity for investment spans a broad spectrum of companies, technologies, and regions across a range of sectors including technology, industrials, traditional energy, new energies, power, infrastructure, metals, minerals, and mining. In a nutshell, Energy & Power + Technology + Industrials + Metals & Materials convergence.For all Super-Spiked content, follow me at https://arjunmurti.substack.com or at https://veriten.com.X (Twitter): @ArjunNMurti DISCLAIMERMy views are my own and not attributable to any current or past affiliation.CREDITSIntro & Outro music: Wolf Hoffman on Apple Music: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato.This episode of Super-Spiked Videopods was edited and produced by Veriten Productions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit arjunmurti.substack.com
Rassegna stampa economico-finanziaria del 7 Aprile 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Energia e GeopoliticaTestate coinvolte: Corriere della Sera / La Repubblica / La Stampa / Il Messaggero / Milano Finanza * Emergenza Carburanti e Scorte: La chiusura dello Stretto di Hormuz sta causando una crisi delle forniture di petrolio e cherosene. In Italia, il prezzo del gasolio è salito a 2,140 €/litro, mentre la benzina self-service ha raggiunto 1,781 €/litro. Le scorte nazionali di energia sono attualmente al 44% della capacità, superando la media europea del 20%. * Crisi del Trasporto Aereo: Sette scali italiani, tra cui Brindisi (a secco fino alle ore 12:00 del 07/04), Reggio Calabria (limite di 3.000 litri per aereo) e Pescara, segnalano criticità nei rifornimenti di jet fuel. Il prezzo del cherosene ha superato i 1.900 $/tonnellata, più del doppio rispetto a fine febbraio. * Impatto Geopolitico e Mercati: Le quotazioni del greggio WTI hanno superato i 114 $/barile (+2,4%) e il Brent i 111 $/barile (+1,8%). Aramco ha alzato i prezzi per l'Europa di 24-30 $ sopra il Brent, portando il costo effettivo a 130-140 $/barile. Dall'inizio del conflitto, le borse europee hanno bruciato oltre 1.100 miliardi € di capitalizzazione.Investimenti e MercatiTestate coinvolte: L'Economia del Corriere della Sera / La Repubblica Affari & Finanza / Il Sole 24 Ore * Venture Capital e Startup: Il mercato italiano del venture capital vale tra 1,2 e 1,8 miliardi € annui, con ticket medi di 1,1 milioni €. Negli ultimi 10 anni, le startup italiane hanno generato 80 miliardi € di liquid value, contro i 430 miliardi della Francia. Si stima che aziende tecnologiche europee per 700 miliardi € abbiano lasciato il continente tra il 2014 e il 2025. * Ricchezza delle Famiglie: Il reddito medio delle famiglie residenti in Italia nel 2024 è stato di 39.501 € (3.290 €/mese), con una crescita del 5,3% che ha superato l'inflazione (1,1%). Tuttavia, la propensione al risparmio è scesa all'8,2%. Le attività finanziarie totali delle famiglie superano i 6.000 miliardi €. * Asset Digitali: Il Bitcoin ha mostrato un recupero tornando sopra i 70.000 $, segnando un rialzo dell'1,5% dopo una perdita del 23% nel primo trimestre dell'anno.Industria e Nomine PartecipateTestate coinvolte: Corriere della Sera / La Repubblica / La Stampa * Governance di Stato: Il governo è impegnato nel rinnovo dei vertici di oltre 20 partecipate statali, coinvolgendo circa 100 posizioni strategiche. * Focus Leonardo: Avanza il nome di Lorenzo Mariani per sostituire Roberto Cingolani come AD di Leonardo. Nel 2025, il gruppo ha registrato ricavi vicini ai 20 miliardi €, un portafoglio ordini di 47,3 miliardi € e ha distribuito dividendi per 0,63 € per azione. Si stimano dividendi per 1,3 miliardi € nel triennio 2026-2028. * Altre Conferme: Claudio Descalzi si avvia verso il quinto mandato come AD di Eni, mentre per Enel si profila la conferma di Flavio Cattaneo (AD) e Paolo Scaroni (Presidente).Fisco e NormativaTestate coinvolte: L'Economia del Corriere della Sera / Il Sole 24 Ore * Evasione e Recupero: L'Agenzia delle Entrate ha recuperato circa 36,2 miliardi € dall'evasione fiscale nell'ultimo anno. L'evasione fiscale e contributiva complessiva è stimata oltre i 100 miliardi €/anno, con il sommerso che pesa per il 10% del PIL. * Adempimento Collaborativo: Il numero di società che hanno aderito a questo schema è salito a 221 (78 nuove adesioni nel 2025). La normativa riguarda attualmente società con fatturato sopra i 500 milioni €, soglia che scenderà a 100 milioni € dal 2028.Lavoro e FormazioneTestate coinvolte: L'Economia del Corriere della Sera / La Repubblica / Il Messaggero * Mercato del Lavoro: I dati Istat di febbraio mostrano un calo di 29.000 occupati su base mensile, con un incremento tendenziale annuo di sole 13.000 unità (molto inferiore alle 354.000 del 2025). * Salari e Contrattazione: Il potere d'acquisto in Italia ha perso l'8% dallo shock inflattivo dell'invasione russa, recuperando finora solo l'1%. Circa il 60% dei contratti collettivi nazionali (CCNL) risulta scaduto. * Nuove Regole: Da oggi entrano in vigore nuove regole per lo smart working, con obblighi informativi sulla prevenzione e sicurezza per i dipendenti.Executive Takeaway (Insight per la C-Suite) * Resilienza Operativa e Energy Sourcing: La crisi nello Stretto di Hormuz impone una revisione immediata delle supply chain energetiche. Nonostante le scorte nazionali (44%) offrano un cuscinetto temporaneo, il raddoppio dei costi del jet fuel e i picchi del gasolio richiedono strategie di hedging più aggressive e diversificazione dei vettori logistici. * Capitalizzazione dell'Innovazione: L'Europa continua a "esportare crescita" (700 miliardi di capitalizzazione persi verso l'estero). Per le aziende italiane late-stage, è fondamentale sfruttare i nuovi strumenti di Private Debt e i mega-fondi UE da 5 miliardi per evitare la migrazione di capitali e competenze verso i mercati USA. * Evoluzione del Rapporto Fisco-Impresa: La transizione verso l'adempimento collaborativo (esteso alle imprese da 100M€ dal 2028) trasforma il fisco da avversario a partner negoziale. Implementare un Tax Control Framework solido è oggi un vantaggio competitivo per ridurre sanzioni e incertezza di bilancio. * Gestione del Capitale Umano e Salari: Con il 60% dei contratti scaduti e un'occupazione in rallentamento, le aziende devono prepararsi a una revisione dei parametri salariali. Indicazioni positive arrivano dalla detassazione al 5% sui rinnovi contrattuali proposta dal governo per incentivare il potere d'acquisto. * Governance e Continuità: Il massiccio rinnovo delle cariche nelle partecipate (100 posizioni) influenzerà i settori Difesa, Energia e Infrastrutture. La continuità operativa in giganti come Eni ed Enel garantisce stabilità, mentre il nuovo corso in Leonardo segnerà una forte spinta sui sistemi missilistici e spaziali.
Today's top stories, with context, in just 15 minutes. On today's podcast:1) President Trump issued increasingly aggressive threats to destroy Iran’s power plants starting Tuesday and bring “Hell” to the country following the rescue of a US airman more than a day after his fighter jet was shot down. Iran rejected Trump’s latest ultimatum to reopen the Strait of Hormuz, saying it would only fully resume operations when war damage is compensated. Tehran continued striking energy targets in Gulf neighbors, including Kuwait’s oil headquarters. Trump, in renewing his threats to target Iran’s civilian infrastructure, used an expletive in a social media post and told Axios he would be “blowing up everything over there” if Iran doesn’t make a deal. He said he plans a news conference at 1 p.m. on Monday and posted about a Tuesday 8 p.m. deadline, without offering details.2) Japanese Prime Minister Sanae Takaichi said she is looking to hold talks with Iran’s leader and possibly also a separate call with President Trump, as the clock ticks on the US president’s latest threat to bomb key Iranian infrastructure. “We are currently making preparations for leadership level talks,” Japan’s Takaichi said of talks with Iran during a parliamentary session Monday. “We will continue to do everything in our power to find an off-ramp to this situation and return to peace.” Takaichi’s comments came with Trump warning Tehran that the US will bomb Iranian power plants unless it opens up the Strait of Hormuz, a choke point through which Japan secures over 90% of its oil. Takaichi said that Japan would do what it can ahead of the Tuesday ultimatum set by Trump, suggesting that she was also seeking a phone call with Trump, though nothing has been finalized yet. Whether Japan can help defuse tensions or even play a mediation role remains unclear, but the nation has a key interest in maintaining a working relationship with a country that currently controls passage through the Strait of Hormuz.3) Saudi Arabia has raised the price of its main oil grade to Asia to a record high premium, as a widening conflict in the Persian Gulf and Iran’s near-closure of the Strait of Hormuz convulse energy markets. State oil producer Saudi Aramco will increase flagship Arab Light crude prices for May sales to a premium of $19.50 over regional benchmarks for refiners in Asia, according to a price list seen by Bloomberg. Still, the level is less than the $40 a barrel premium anticipated by traders and refiners in a Bloomberg survey. The gap with market expectations is in part because of a volatile market, and as prices of some Middle Eastern grades dipped in the last week of March, according to traders. Aramco’s oil is also priced for loading in the Persian Gulf port of Ras Tanura, though all of the company’s exports are currently being shipped from the port of Yanbu on the Red Sea coast. Buyers typically incur additional costs to collect those barrels.See omnystudio.com/listener for privacy information.
This episode of The Mettleset Podcast is brought to you by New BalanceRecorded at the Aramco Championship, part of the PIF Global Series at Shadow Creek in Las Vegas, this episode features one of the most consistent and respected players in the game, Carlota Ciganda.With 11 professional wins across the LPGA and LET, two Solheim Cup wins and seven appearances, and over 15 years on tour, Carlota shares a candid look at what it really takes to compete at the highest level in golf today.From navigating one of the toughest courses in the world to the mental discipline required to stay present shot after shot, this is a conversation that goes deep into the realities of elite performance. Carlota reflects on starting the game at just five years old, finding her path through the U.S. college system, and building a career defined by consistency, resilience, and a love of the challenge.She also opens up about life on tour, the loneliness, the routines, and the importance of having the right team and environment around you, as well as how the women's game has evolved into a more athletic, data-driven, and competitive landscape.We also touch on the growing investment in women's golf, including the impact of PIF and Golf Saudi, and what that means not just for the sport, but for the next generation of players coming through.Carlota shares her approach to mindset, from working with a mental coach to staying focused in an increasingly noisy, social media-driven world, and why the difference at the top ultimately comes down to the mind.She reflects on career highlights, including her Solheim Cup win in Spain, and looks ahead to what's next - with one clear goal still in sight: winning a major.And at the heart of it all is a simple truth that defines her approach to the game, if it's easy, it's not worth chasing.
Send us Fan MailIn this episode of the podcast, Cheese and Greeny break down the unprecedented chaos hitting the 2026 Formula 1 season. With the cancellation of the Middle Eastern leg creating an unnatural five-week "Spring Break," the guys dive into the massive financial and on-track fallout currently threatening the sport.We discuss the terrifying "battery craziness" caused by the new regulations, which has led to extreme speed differentials of up to 60 km/h and incredibly dangerous near-misses for drivers like Ollie Bearman through Suzuka's legendary 130R. We also unpack the brutal financial reality: Liberty Media's sudden $1.92 billion market value drop, the massive ROI losses for mega-sponsors like Aramco and Qatar Airways, and the headache for Apple TV after losing three contracted races. Plus, we look at the rising driver frustration, highlighted by Fernando Alonso's savage claim that "the team chef could drive these cars," as drivers begin to push back against the sport's management.In This Episode:The Unplanned Spring Break: How the Middle East cancellations have forced an awkward 30-day pause in the calendar.The $1.9B Financial Hit: Breaking down Liberty Media's 7% stock plunge and the massive losses for global sponsors like Aramco and Qatar Airways.On-Track Danger: The severe battery clipping issues, dangerous speed differentials, and why the FIA is hiding the in-car footage from 130R.Driver Pushback: Fernando Alonso's brutal quotes and the shifting dynamic between F1 leadership and "employee" drivers fighting for better conditions.Future Engine Regs: Why F1 is stuck with these engines until 2030/2031 and what it means for Mercedes' dominance.Tags & Global SEO Hashtags: #F1 #Formula1 #Motorsport #LibertyMedia #FernandoAlonso #OllieBearman #F12026 #FIA #Aramco #QatarAirways #F1News #F1Podcast #AutoRacing #FormulaOne #Suzuka130RSupport the show
Il settore delle spedizioni vive una fase di forte stress strutturale, arrivato al 34° giorno della crisi nello Stretto di Hormuz e dopo oltre due anni di instabilità nel Mar Rosso. Il conflitto in Iran ha interrotto il tentativo di ritorno alla normalità lungo l’asse Canale di Suez / Mar Rosso, oggi nuovamente sotto minaccia degli Houthi. Le rotte sono state ridisegnate: si passa dal Capo di Buona Speranza o si ricorre a soluzioni ibride mare-terra, con un’impennata dei costi. Secondo Nomisma le spedizioni segnano +229% rispetto al 2023, con tempi più lunghi di 10-12 giorni e costi fino a 10.000 dollari per container. Per Alessandro Pitto la crisi è strutturale e nasce da Suez: oggi, con Hormuz, diventa uno shock sistemico che colpisce direttamente l’export europeo. I governi reagiscono: Keir Starmer ha convocato un vertice internazionale per riaprire lo stretto e garantire la sicurezza delle rotte. Il traffico resta ridotto e incerto: la crisi è ormai il risultato combinato di Suez, Hormuz ed energia. Ne parliamo con Alessandro Pitto, presidente di Fedespedi.SpaceX scalda i motori per Wall Street, Musk deposita i documenti dell'IpoNel giorno del lancio Artemis II della Nasa, Elon Musk deposita in segreto i documenti per la quotazione di SpaceX, anticipando i rivali OpenAI e Anthropic. L’operazione potrebbe raccogliere fino a 75 miliardi di dollari, con una valutazione complessiva di 1.750 miliardi, che la renderebbe la più grande Ipo di sempre, superando il record di Aramco. Le azioni potrebbero arrivare sul mercato tra giugno e luglio, con una quota significativa destinata anche agli investitori retail. A sostenere la valutazione contribuisce l’integrazione con xAI e un piano industriale molto ambizioso: aumento dei lanci Starship, sviluppo di data center nello spazio e prospettiva di una base lunare, con l’obiettivo finale del trasporto umano su Marte. Il commento è di Peter Cardillo, Chief Market Economist di Spartan Capital Securities.Dalla guerra in Iran rischi economici senza precedenti: aumentano i timori di recessioneLa guerra in Iran rischia di generare uno shock economico “senza precedenti”, paragonabile a quello del Covid in caso di conflitto prolungato, secondo gli economisti del Forum economico mondiale. La quasi chiusura dello Stretto di Hormuz sta già colpendo energia, inflazione e crescita. La Bce prevede un aumento dell’inflazione oltre il 3% nel secondo trimestre 2026 e una crescita modesta, mentre Standard & Poor’s ha rivisto al ribasso le stime: l’Italia scende allo 0,4%, l’eurozona all’1%. Il governatore della Banca d’Italia Fabio Panetta avverte che le tensioni energetiche possono amplificare fragilità finanziarie già esistenti, soprattutto in presenza di alto debito pubblico. Il quadro complessivo è quello di un’economia globale esposta a rischi crescenti, tra inflazione, instabilità e rallentamento della crescita. Il commento è di Mario Deaglio, professore emerito di Economia Internazionale Università di Torino.
Silicon Bites Ep300 | 2026-03-11 | Oilpocalypse? Iran's Hormuz shock meets Russia's budget hole. How Iran's war just threw Putin a lifeline. A few weeks ago, the mood in Moscow was not triumphalist. It was anxious. Because before the Iran war detonated global oil markets, Russia's own Central Bank had already started telegraphing a much uglier reality: weaker oil, weaker exports, more budget strain, and a narrowing room for manoeuvre on rates and inflation. In February, the Bank of Russia cut its key rate to 15.5%, while official and semi-official reporting around that decision pointed to a much weaker outlook for Urals crude, with the bank's baseline effectively built around $45 oil in 2026. Public reporting at the time said Urals had fallen as low as $41 a barrel, well below the assumptions used in the Russian budget.Oilpocalypse? Or Oil Resurrection? A few weeks ago, Russia had a problem. Its war economy is powered by not so much by cash flow from making and selling products, but from hydrocarbons flow. And oil-and-gas revenues still matter enormously to the federal budget. Reuters reported last week that oil and gas revenues account for roughly a quarter to a third of Russian budget income, and that falling oil prices were already being flagged as a key fiscal risk even before the Middle East crisis went fully incandescent. Reuters also noted that Moscow's budget assumptions were under pressure from both lower oil prices and a stronger rouble, which means fewer roubles earned per export dollar.----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtainhttps://www.gofundme.com/f/scaling-up-campaign-to-fight-authoritarian-disinformation----------SOURCES:Reuters, “US weighs easing Russian oil sanctions to cool global price surge, sources say” — March 9, 2026. Reuters, “Trump says US is waiving certain oil-related sanctions to ensure supply” — March 9, 2026. Reuters, “Trump weighs easing Russia sanctions, other measures to cool oil prices” — March 9, 2026.Reuters, “US energy chief defends waiver on Russian oil sanctions, blames fear for higher gas prices” — March 8, 2026.Reuters, “EU urges US to strictly enforce G7 price cap on Russian oil” — March 10, 2026. Reuters, “Russia is the only winner of Middle East war, EU's Costa says” — March 10, 2026. Reuters, “Putin says energy crisis has arrived but Russia is ready to work with Europe” — March 9, 2026. Reuters, “Russian oil prices soar though tanker costs eat into gains” — March 10, 2026. Reuters, “Russia gets export boost from Iran war as price of oil to India surges” — March 6, 2026. Reuters, “Iran-fuelled oil price rally not enough to balance Russia's budget” — March 3, 2026. Reuters, “Oil jumps to 2022 high on Iran war, falls after close as Russia sanctions in doubt” — March 8, 2026. Reuters, “Aramco sees ‘catastrophic consequences' for oil markets if Hormuz strait remains blocked” — March 10, 2026. ----------SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGN Events in 2025 - Advocacy for a Ukrainian victory with Silicon Curtainhttps://buymeacoffee.com/siliconcurtain/extrasOur events of the first half of the year in Lviv, Kyiv and Odesa were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. Any support you can provide for the fundraising campaign would be gratefully appreciated. https://buymeacoffee.com/siliconcurtain/extrasWe need to scale up our support for Ukraine, and these events are designed to have a major impact. Your support in making it happen is greatly appreciated. All events will be recorded professionally and published for free on the Silicon Curtain channel. Where possible, we will also live-stream events.https://buymeacoffee.com/siliconcurtain/extras----------
11 Mar 2026. With many travel plans uncertain right now, we ask Avinash Babur, founder and CEO of insurancemarket.ae, what travel insurance actually covers. Plus, Matt Stanley breaks down what a 12% drop in Aramco’s profit means for Saudi Arabia, Vinayak Mahtani of bnbme Holiday Homes on softer bookings in Dubai’s holiday home sector, and the founder of a community market platform on helping small businesses keep trading.See omnystudio.com/listener for privacy information.
HEADLINES:• Saudi Aramco CEO warns of “catastrophic” fallout if oil disruption persists• Abu Dhabi's Ruwais oil refinery complex shut down after fire breaks out• Saudi is in negotiations with Ukraine to buy Million of Dollars worth of Ukrainian-made interceptor drones: WSJ• Azizi Developments plans to invest Dh75 billion to build 151 hotels across the UAE Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY
Centrémonos nuevamente en el petróleo: Pemex comienza a subir precios mientras México espera a conocer si habrá estímulos. Aunque los precios del crudo se han ido moderando, no tanto los ánimos de las economías del G-7 y de la Agencia Internacional de Energía Mientras tanto, el CEO de Aramco mira un panorama catastrófico. Lejos de las gasolinas, en el mundo de caramelo de los eléctricos, BYD estaría explorando entrar al automovilismo deportivo.
العناوين:• قال الرئيس التنفيذي لشركة Saudi Aramco إن استمرار اضطراب النفط ممكن يسبب “عواقب كارثية”• مصفاة رويس في أبوظبي توقفت عن العمل بعد اندلاع حريق داخل المجمع• السعودية تتفاوض مع Ukraine لشراء ملايين الدولارات من الطائرات المسيّرة الاعتراضية الأوكرانية: WSJ• أعلنت Azizi Developments عن خطة لاستثمار 75 مليار درهم لبناء 151 فندق في الإمارات
The world's biggest producer of crude oil, the Saudi firm Aramco, has warned of "catastrophic consequences" if the Straits of Hormuz is blocked for an extended period of time. But as war rages in the middle east, and attacks on shipping severely reduce the transportation of oil and gas, Saudi Arabia's East-West oil pipeline has emerged as a critical piece of infrastructure in the global energy system. The CEO of Maersk speaks about the shipping industry's response to US/Israel war on Iran. And Leanna Byrne hears from India where a shortage of LPG is causing headaches for the food preparation industry.
U.S. President Donald Trump hails the war effort in Iran as ‘very complete' and has suggested some oil sanctions could be eased to shore up confidence in the market. However, Trump warned Iran could be struck even harder should it attempt to further disrupt supply. G7 energy ministers are set to discuss a potential release of strategic oil reserves. The U.S. is reportedly planning for up to 3-4 million barrels to be made jointly available. Aramco CEO Amin Nasser has warned of ‘catastrophic consequences' should the conflict continue to disrupt supply. And in autos news, Volkswagen falls short of FY sales expectations but predicts margin improvements in 2026.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
HEADLINES:• Saudi Aramco Announces $3B Share Buyback Despite Profit Dip • Kuwait and Bahrain Declare Force Majeure as Conflict Disrupts Gulf Energy Supply • Gulf Sovereign Wealth Funds Could Expand Global Influence Amid Crisis: GlobalSWF Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY
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Aston Martin Aramco F1 Owner Lawrence Stroll sits with Bloomberg's Matt Miller to discuss rule changes for the upcoming seasons and more.See omnystudio.com/listener for privacy information.
Destination 2026 with Glenn Davis featured... FIFA 2026 World Cup Updates Jay DeMerit, former USMNT reflects on the journey to starter playing in 2010 World Cup in South Africa in all 4 matches! Earl Barrett, former Aston Villa on representing England in the World Cup Brought to you by Houston Methodist, Coca Cola, NRG, Quanta, Visit Sugarland and Aramco.
Story of the Week (DR):CEOs are finding their blowhard whistles?Jamie Dimon is done being ‘binary': On Trump's ‘economic disaster' credit card plan, foreign policy, and NATOJamie Dimon issues rare CEO criticism of Trump's immigration policy: 'I don't like what I'm seeing'JPMorgan CEO Jamie Dimon said Trump's proposed 10% cap on credit card rates would be an 'economic disaster'Jamie Dimon issues rare CEO criticism of Trump's immigration policy: 'I don't like what I'mOf course… Trump sues ‘woke' JP Morgan for $5bn over debanking Nestlé chief blames Trump for company going quiet on sustainabilityAmazon CEO Jassy says Trump's tariffs have started to 'creep' into prices Ryanair CEO rips Trump as a 'liar' who is 'historically wrong'Of course… Minneapolis ICE Standoff Has Become the Political Issue CEOs Can't IgnoreEmployees in Minnesota are afraid to show up to workTarget in Your Town: How We're Showing Up in Communities from Coast to CoastLast "statement:" Target Statement on Texas Floods (July 8, 2025)And two new dudes on the board:John Hoke, former Chief Innovation Officer at NIKESteve Bratspies, former CEO of HanesBrandsSome stakeholder wins?Trump administration drops appeal over anti-DEI funding threat to schools and colleges Trump administration concedes DOGE team may have misused Social Security dataJamie Dimon tells Davos: ‘You didn't do a particularly good job making the world a better place'Jamie Dimon says government should have power to intervene in AI-driven mass layoffsRollout of AI may need to be slowed to ‘save society', says JP Morgan bossSalesforce's Benioff calls for AI regulation, says models have become 'suicide coaches'BlackRock's billionaire CEO warns AI could be capitalism's next big failure after 30 years of unsustainable inequality after the Cold WarBlackRock CEO says capitalism isn't spreading the wealth – and AI might not eitherBrett Kavanaugh says letting Trump fire Lisa Cook ‘would weaken, if not shatter, the independence of the Federal Reserve'A majority of millionaires say extreme wealth is a threat to democracyAmazon Joins Microsoft In Pledge To Self-Fund Power Grids, While CEO Andy Jassy Questions OpenAI's 'Ambitious' SpendingThe board matters??Lululemon founder Chip Wilson blames board for 'total operational failure' in Get Low launch [more later]Early 2026 season proxy indicators MMApple: 1 SHPNational Center for Public Policy Research: China Entanglement AuditExcluded: National Legal and Policy Center: Financial Impact of Renewable Energy ImplementationDisney: 4 SHPsBowyer Research: How the Employee Gift-Matching Program May Impact Risks Related to Religious Discrimination Against EmployeesNational Center for Public Policy Research: Return on Investment from Climate CommitmentsNational Legal and Policy Center: Cumulative Voting for Board ElectionsErik G. Paul: Accessibility and Disability Inclusion PracticesQualcomm: 2 SHPsJohn Chevedden: Shareholder Ability to Call for a Special Shareholder MeetingBowyer Research: Risk of China ExposureGoodliest of the Week (MM/DR):DR: America could ‘lose the AI race' because of too much ‘pessimism,' White House AI czar David Sacks saysMM: Elon Musk Says 'They Will Eventually Apply the Wealth Tax to Everyone' —Just Like How Income Tax Started As A 'Temporary' Tax For Top 1%This is a great ideaMM: AOC and Paris Hilton team up on a bill targeting AI deepfake pornWhat a teamAssholiest of the Week (MM):Governance asshole: Chip Wilson DRLululemon's founder is blasting the company for selling sheer leggings, calling it a 'new low'Lululemon founder Chip Wilson blames board for 'total operational failure' in Get Low launch“In 2013, Lululemon recalled 17% of all its pants for being too sheer. At that point, the company blamed the manufacturing error on an incomplete testing protocol”Wilson owned 29.22% of the stock at the timeSAME BOARD MEMBERS THAT CHIP WILSON PICKED:Martha Morfitt (2008)David Mussafer (2014)Michael Casey (2007)Emily White (2011)40% of the board IS CHIP WILSON'S HAND PICKED PEOPLELast week: Lululemon founder Chip Wilson launches proxy fight for board shakeupWilson has nominated three independent director candidates to be elected at the 2026 annual meeting and submitted a proposal to "declassify" the board so that all members must stand for election annuallyHE CLASSIFIED THE BOARD - sucks to be on the outside looking inCapitalist assholes: DavosBlackRock CEO says capitalism isn't spreading the wealth and AI might not eitherBlackRock's $40 billion deal highlights the unstoppable AI data center gold rush, as CEO Larry Fink pushes back on AI bubble fearsJamie Dimon tells Davos: ‘You didn't do a particularly good job making the world a better place'As he attends every year without irony - and this: How Wall Street Turned Its Back on Climate ChangeBillionaire Marc Benioff challenges the AI sector: ‘What's more important to us, growth or our kids?'Salesforce CEO Marc Benioff says he cut 4,000 support roles because of AISo not THEIR kids obviously“Antimicrobial resistance pandemic will kill more people than cancer by 2050 and no one at Davos is talking about it" – leading scientists speak out at Frontiers Science HouseThe anti-education uber-wealthy tech bros:Nvidia's Jensen Huang says it's a good time to be a plumber; and not just because it's an AI-proof jobPalantir CEO says AI ‘will destroy' humanities jobs but there will be ‘more than enough jobs' for people with vocational trainingHeadliniest of the WeekDR: Ryanair launches 'Great Idiots' seat sale 'especially for Elon' as feud escalatesDR: Palantir CEO Alex Karp says humanities jobs are doomed in the age of AI: 'Hopefully you have some other skill'62% of bachelor's degrees in the humanities were earned by women; 63% of mastersMM: Nestlé chief blames Trump for company going quiet on sustainability Uh… you… run… the… company?MM: How anti-doomscrolling influencers are combating social media addictionAlcoholics typically use alcohol to get over their addiction to alcoholWho Won the Week?DR: ani-China right wing blowhardsMM: Private jets: Business Insider tracked at least 157 private jets that arrived near Davos, using data from ADS-B Exchange and JetSpy. They included airplanes belonging to Salesforce CEO Marc Benioff and former Google CEO Eric Schmidt. Jets from companies like Aramco, BlackRock, Blackstone, Citigroup, Google, HP, JPMorgan Chase, Lockheed Martin, and the quantitative hedge fund Two Sigma also arrived in the area.PredictionsDR: Target soft-launches brown-colored oranges to see if America is ready to care about race againMM: Jamie Dimon officially declares himself as “non binary” and requests the media address him as “they” whenever quoting him. They then contacts Fortune after reading this headline about himself - Jamie Dimon says he'd have no issue paying higher taxes if it actually went to people who need it—right now it just goes to the Washington ‘swamp' - and demands an edit to “Jamie Dimon says they'd have generally some but not none issue paying higher or lower taxes if it actually went to poor or rich people, but now it goes to the Washington swamp or everglade or desert, either way it's delightful but also could be terrible.
Destination 2026 with Glenn Davis included...Former USMNT defender Marcelo Balboa on: 48 team World Cup, ways to make a final roster, climate control, and his faith in Mauricio Pochettino! Balboa was a member of three World Cup squads for the U.S. 90, 94, 98. Destination 2026 is presented by Houston Methodist, Coca Cola Southwest, NRG, Quanta, Visit Sugarland, and Aramco.