Podcasts about aramco

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

A continuación, un resumen ejecutivo y estructurado del análisis sobre el panorama geopolítico entre Arabia Saudita e Irán en 2026:Núcleo del Análisis: ¿Qué se busca?No se plantea una alianza ideológica ni una paz histórica basada en la confianza, sino un intento pragmático de administrar la rivalidad. Inspirándose en los Acuerdos de Helsinki de 1975 (Guerra Fría), ambas potencias evalúan un pacto de no agresión para establecer reglas mínimas de coexistencia y evitar una destrucción económica mutua.Los Motores del Cambio1. El giro pragmático de Arabia SauditaRiad lidera esta iniciativa debido a un cambio en su doctrina de seguridad, motivado por tres factores:Vulnerabilidad energética: El ataque a Aramco en 2019 demostró que su infraestructura es vulnerable pese al millonario gasto militar.El desgaste en Yemen: La imposibilidad de derrotar militarmente a los hutíes evidenció los límites de su poder.El repliegue de EE. UU.: La percepción de que Washington prioriza Asia y no ofrecerá protección militar ilimitada.La Visión 2030: Los megaproyectos (como NEOM) y la inversión extranjera exigen imperativamente estabilidad y previsibilidad regional.2. La postura de IránBajo intensa presión económica y desgaste interno, Teherán ve con buenos ojos reducir la tensión, pero con un límite claro: no renunciará a su red de proxies (Hezbolá, hutíes, milicias), ya que los considera su principal cinturón de seguridad y herramienta de disuasión asimétrica frente a EE. UU. e Israel. Las Tres “Cestas” de Limitación (El rol de China)Un eventual acuerdo requeriría sostenerse sobre tres pilares donde China opera como facilitador diplomático neutral (interesado en proteger sus rutas del petróleo y expandir la Franja y la Ruta), aunque Pekín aún carece de la capacidad militar para ser el garante final:Seguridad: Fin de guerras subsidiarias.Economía: Estabilidad en rutas marítimas clave (Ormuz y Bab el-Mandeb).Factor Externo: Mediación asiática en lugar de la hegemonía de Washington.Los Grandes Obstáculos para un “Helsinki” RealEl factor Israel: Jerusalén ve cualquier normalización con Irán como una amenaza existencial si no se desmantela el programa nuclear de Teherán y su red de milicias. Excluir o incluir a Israel o a Irán en un sistema común es un dilema políticamente imposible.Divisiones en el Golfo: No hay consenso interno en el Consejo de Cooperación del Golfo. Mientras Arabia Saudita es pragmática, Emiratos Árabes y Bahréin mantienen posturas más duras, y existe competencia por el liderazgo regional.El programa nuclear: Si Irán roza el umbral de la bomba atómica, Arabia Saudita iniciará su propia carrera nuclear, rompiendo cualquier pacto.Diferencia histórica con la Europa de los 70: Oriente Medio no es un sistema bipolar estable; está fragmentado por actores no estatales, conflictos identitarios e intereses cruzados de potencias externas (EE. UU., China, Rusia).Escenario más Probable: Coexistencia FríaLas probabilidades de una arquitectura de seguridad integral son bajas. Lo más factible es una tregua táctica o coexistencia fría administrada, caracterizada por:Canales de comunicación abiertos para la gestión de crisis.Reducción de ataques directos y moderación parcial de operaciones indirectas.Coordinación energética mínima.Conclusión: La diplomacia actual en el Golfo no nace de la confianza, sino del agotamiento y del miedo compartido a una escalada bélica incontrolable que destruya las economías de la región.Fuente: Radio Sefarad

Aujourd'hui dans "Les voix de l'économie", Stéphane Pedrazzi s'entretient avec François Monnier, le directeur de la rédaction du magazine Investir, pour décrypter la prochaine introduction en bourse de SpaceX, la société d'Elon Musk.Fondée en 2002 avec l'ambition de réduire drastiquement les coûts de lancement dans l'espace, SpaceX est devenue en quelques années un véritable mastodonte dans le domaine de l'aérospatial. Grâce à ses fusées Falcon réutilisables, la société a divisé par 20 le coût de mise en orbite de satellites, devenant ainsi un acteur incontournable pour les clients privés et publics, dont la NASA.Mais SpaceX ne s'arrête pas là. Avec son projet Starship, sorte de Falcon puissance 1000, la société vise la conquête de la Lune et de Mars, proposant même d'installer des infrastructures permanentes. Et ce n'est pas tout : Starlink, le réseau de satellites de télécommunications d'Elon Musk, compte déjà plus de 10 millions d'abonnés, générant des bénéfices importants pour le groupe.Alors que SpaceX s'apprête à déposer son dossier d'introduction en bourse la semaine prochaine, François Monnier analyse les enjeux de cette opération hors norme. Avec une valorisation estimée entre 1 700 et 2 000 milliards de dollars, soit plus du double du précédent record établi par Aramco, SpaceX s'apprête à réaliser la plus grosse introduction en bourse de l'histoire des marchés financiers.Cependant, la gouvernance de l'entreprise, dominée par Elon Musk qui contrôle 84% des droits de vote, soulève des interrogations. Les futurs actionnaires seront-ils de simples passagers dans cette aventure spatiale ? Malgré ces points de vigilance, les experts estiment que l'afflux d'investisseurs attirés par l'entrée de SpaceX dans les grands indices boursiers pourrait entraîner un véritable rallye boursier.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Met verbazing zag ik de oproep om extra belasting te heffen op Shell en andere oliemaatschappijen. Het klinkt natuurlijk wel lekker. De grote oliemaatschappijen maken veel winst en dan belast de overheid het weg om die arme burger te compenseren voor de gestegen benzineprijs. Ondanks dat deze mediastorm alweer is gaan liggen, kan ik me er erg boos over maken. Het feit dat politici dit roepen geeft aan dat je als ondernemer niets hebt te zoeken in deze socialistische heilstaat. Je hebt tientallen jaren geleden een enorm risico genomen om te investeren in een oliebron. En dan zit het een keer mee en dan pikt de overheid het gelijk weer in. Dit soort berichten is zo ongelofelijk slecht voor het imago van het ondernemingsklimaat van Nederland. Je moet nadenken over de consequenties van dit soort uitspraken. Bedrijven zien Nederland niet meer als een aantrekkelijk land om in te investeren. Maar we klagen wel dat Shell stopt met de biobrandstoffen fabriek in Pernis. En we klagen dat de NAM zich terugtrekt uit de gasopslag in Nederland. Als je alleen maar loopt te schoppen is het niet zo vreemd dat de andere partij afscheid neemt. Daarnaast wordt die winst natuurlijk niet hier in Nederland gemaakt. Als je alle oliebronnen in Nederland gaat belasten ben je snel klaar. Nederland wint 82.000 vaten per dag en staat daarmee op plek nummer 50 van de wereld. Bovendien zijn er geen Nederlandse oliemaatschappijen. Shell is geen Nederlands bedrijf meer. Afgelopen weekend kwam Aramco met cijfers naar buiten. Die zagen een winststijging van 25% naar U$ 32,5 miljard. Als je Shell extra wilt belasten, dan moet je dat ook bij Aramco doen. Veel succes. En je moet natuurlijk wel consequent zijn. Als je extra belasting gaat heffen als de olieprijzen hoog zijn en dat ten gunste laat komen aan de consument, moet je het tegenovergestelde doen als de olieprijs laag is. Dus hogere accijnzen bij lage olieprijzen om Shell te helpen. Dat is natuurlijk even belachelijk als het huidige linkse voorstel. Maar consequent zijn en politiek bedrijven zijn twee tegenovergestelde dingen. Het viel me wel op dat D66 zich in de kaart liet kijken. Ook zij kiezen voor dit populistische standpunt. Een van de belangrijke conclusies uit het Draghi en het Wennink rapport was dat we in Europa concurrerender moeten zijn. Als we onze bedrijven blijven pesten, gaan ze weg. En dat heeft op lange termijn een sterk negatief effect op de economie. Maar op het moment dat de benzineprijs even stijgt, wordt het vuurtje van populisme met deze rapporten aangestoken. Zou dat geen gat in de markt zijn, politici die consequent zijn en naar de lange termijn effecten van hun uitspraken kijken? Of zou je alleen maar kiezers trekken met populistische pietpraat? Over Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD. See omnystudio.com/listener for privacy information.

Les résultats d'Aramco pulvérisent les attentes, TotalEnergies affiche +51 % de bénéfice net au premier trimestre, et l'ONG Oxfam chiffre à 37 millions de dollars par jour les gains supplémentaires des six plus grands pétroliers mondiaux en 2026. Pendant ce temps, le détroit d'Ormuz reste sous haute tension et le PDG d'Aramco n'attend pas de normalisation des marchés avant 2027. Taxe sur les superprofits, compétitivité européenne, souveraineté énergétique : que peut encore faire l'État face à des rentes géopolitiques inédites ? Le point avec Patrick Artus, conseiller économique d'Ossiam. Ecorama du 12 mai 2026, présenté par Marie-Laure Hardy sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

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.

Donald Trump odrzuca najnowszą ofertę Iranu, zapasy ropy na świecie kurczą się w niespotykanym tempie, rynek paliw zmienia się na dobre, świat zaraz pewnie zacznie wiercić na całego, saudyjskie Aramco zarobiło jedną czwartą więcej niż przed rokiem i uprzedza, że uspokajanie się rynku zajmie duuużo czasu. Bo świat stracił miliard baryłek. Do tego ważny wskaźnik nastrojów konsumentów pokazuje, że ludziom w Stanach galon za ponad 4,50 dol. psuje humory. Dlatego w poniedziałek 11 maja Rafał Bogusławski i Robert Stanilewicz biorą na tapet scenariusze dla rynku ropy. A do tego debiut ETF-a na złoto od TFI PZU. Zapraszamy!!

En la segunda hora del programa de hoy, repasamos las claves internacionales más importantes del día. Después, en nuestra tertulia global analizamos los puntos geopolíticos más importantes con Miguel Córdoba, profesor de economía financiera en la universidad CEU San Pablo y Armando Jiménez San Vicente, CEO de la Consultora Alamo Solutions y profesor Universidad Francisco de Vitoria. Por último, hacemos análisis de mercados con Javier González, Founder en Excella Capital.

durée : 00:02:18 - par : Emmanuel Cugny - Les profits réalisés par TotalEnergies avec la hausse des prix du carburant sont souvent évoqués. D'autres géants pétroliers "profitent" également des conséquences de la guerre au Moyen-Orient avec la flambée des cours de l'or noir, à commencer par les groupes implantés dans le Golfe persique. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

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

العناوين:• Saudi Aramco تعلن إعادة شراء أسهم بقيمة 3 مليار دولار رغم انخفاض الأرباح• الكويت والبحرين يعلنان Force Majeure بعد تعطّل إمدادات الطاقة بسبب النزاع• صناديق الثروة السيادية في الخليج قد تعزز تأثيرها العالمي خلال الأزمة: GlobalSWF

En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y analizamos la evolución de los mercados con Pablo García, director de Divacons-Alphavalue. En el foco, el sector automovilístico, con el nuevo plan estratégico de Renault, que aspira a aumentar un 23% sus ventas hasta 2030 apoyándose en su expansión internacional y en una gama 100% electrificada en Europa, mientras busca reducir un 40% los costes de los vehículos eléctricos. También analizamos los resultados de Volkswagen, cuyo beneficio se reduce a la mitad y cuyo margen cae a niveles de la crisis del diésel, presionado por la transición al coche eléctrico, la reestructuración de Porsche y los riesgos geopolíticos. Además, repasamos otras referencias corporativas como la rebaja de recomendación sobre Grifols por parte de Morgan Stanley, la caída de los rendimientos del Treasury, el plan de inversión de Repsol de hasta 10.000 millones de euros hasta 2028 con foco en la Península Ibérica y Estados Unidos, y los resultados de Aramco, acompañados de una recompra de acciones de 3.000 millones de dólares. En el consultorio de bolsa con Javier Alfayate, gestor de fondos, analizamos el momento de mercado. Señala que a los índices les cuesta más subir tras las últimas tensiones y que, pese a todo lo ocurrido, la corrección en bolsa ha sido relativamente limitada. Considera que Europa podría seguir haciéndolo mejor que Estados Unidos, mientras que el sector bancario ha perdido momentum, por lo que un rebote podría ser una oportunidad para reducir exposición. Entre los valores analizados destacan Repsol, que mantiene una tendencia alcista pese a una posible corrección tras su fuerte subida reciente; Micron Technology y el sector de semiconductores, que siguen mostrando fortaleza; o compañías como Iberdrola y Endesa dentro del mercado español.

Operation Epic Fury & Roaring Lion update for review:1. US CJCS: “Our military objectives are clear,” Chairman of the Joint Chiefs of Staff Gen. Dan Caine told reporters. “Our mission is to protect and defend ourselves, and together with our regional partners, prevent Iran from the ability to project power outside of its borders and be ready for follow on actions as appropriate.”2. Three US F-15 fighter jets crashed over Kuwait on Monday after they were mistakenly shot down by Kuwaiti air defenses in a so-called friendly fire incident, the American military confirmed.3. On Monday, President Trump laid out more specific goals for the operation — targeting Iran's ballistic missiles, nuclear program, navy, and support for proxy groups — and said that the largest wave of strikes was still to come. He declined to rule out using ground troops and said that the campaign could last about four weeks.“We haven't even started hitting them hard. The big wave hasn't even happened. The big one is coming soon,” President Trump told CNN.4. Israel said Monday that the head of Hezbollah's intelligence arm was killed in an overnight strike and Beirut said it would ban the terror group's military activities, hours after the Iran-backed organization fired rockets and drones at Israel, leading to major retaliatory strikes overnight and throughout Monday.5. Saudi Arabia's state oil giant Aramco shut its Ras Tanura refinery after a drone strike caused a blaze, an industry source said on Monday, after Tehran launched strikes across the region in response to the US-Israeli attack on Iran.A source familiar with the incident told AFP the blaze had already been extinguished.6. An attack using at least two drones on the US embassy in Riyadh sparked a small fire, a Saudi defense ministry spokesman says in a statement, as Iran presses on with its campaign of retaliatory strikes across the Gulf.“The US Embassy in Riyadh was attacked by two drones, according to initial assessments. 7. Britain's Royal Air Force base  in Cyprus was hit by a drone strike overnight, causing limited damage and no casualties, Cypriot authorities and the UK's Ministry of Defense said early Monday.8. France is “ready” to defend Gulf countries and Jordan against Iran if necessary, Foreign Minister Jean-Noel Barrot said Monday.His remarks came as key European ally Germany also spoke of readiness to defend its interests against Iranian assaults.

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, and YouTube

As F1 pre-season testing gets underway in Bahrain, Jeff Slack, Aston Martin F1's Managing Director of Commercial and Marketing, lifts the lid on how the team intends to reach the front of the grid. He reflects on the way the team has grown to over 1,100 people since it was rebranded as Aston Martin in 2021, its move into a new purpose-built facility at Silverstone and, after a 7th place finish in 2025, how owner Lawrence Stroll has set the course towards competing for world championships in the next few years, with the help of Honda and Aramco. Slack also draws on his wider sports industry experience, including stints in leadership roles at Inter Milan and IMG, to assess the overall health of F1 and the way it's evolving for brand partners as the 2026 season dawns - and reveals what the sport must be wary of as it enjoys its current fan and corporate boom.--- Leaders Week London is moving to Stamford Bridge, home of Chelsea FC. We'll see you on Wednesday 7th and Thursday 8th October. For more details visit leadersinsport.com/leadersweek 

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.

The Senate passed a bill unanimously on Tuesday requiring the Department of Justice to release more files related to the deceased sex offender Jeffrey Epstein. The bill now goes to President Donald Trump for his signature, as the House passed the bill earlier in the day by 427-1. The president has said he would sign the bill if it came to his desk. The Epstein Files Transparency Act would order the Department of Justice to release “in a searchable and downloadable format all unclassified records, documents, communications, and investigative materials” related to Epstein no later than 30 days after the bill's enactment.Trump will deliver a speech at the U.S.–Saudi Investment Forum on Wednesday, according to a schedule released by the White House. Saudi Crown Prince Mohammed bin Salman will also be in attendance. The investment summit will include the heads of Salesforce, Qualcomm, Pfizer, the Cleveland Clinic, Chevron, and Aramco, Saudi Arabia's state-owned petroleum and natural gas company.

Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook Advisors Substack (linked here). Dr. Alhajji is a leading expert on global energy markets. He advises governments, companies, financial institutions, and investors on oil and gas outlooks, energy geopolitics, energy security, and the impact of disruptive technologies on supply and demand. Anas previously served as Chief Economist at NGP Energy Capital Management and taught economics at the University of Oklahoma, the Colorado School of Mines, and Ohio Northern University. He holds an M.A. and Ph.D. in Economics, with a specialization in energy economics and policy. We were thrilled to hear his insights on the oil markets and beyond. In our conversation, Anas explains why mainstream oil-market commentary often falls short, how OPEC's role is to match supply and demand, and shares on-the-ground sentiment from ADIPEC including a focus on AI and “energy addition, not transition,” with OPEC's outlook seeing demand rising toward ~123 mmb/d. We discuss structural demand drivers including urbanization, immigration, rising incomes, and AI/data centers plus autonomous vehicles and the equity valuation puzzle amid inventories and spare capacity. Anas details the “oil on the water” debate including why recent headline numbers were overstated and how different factors from Iranian tankers suddenly broadcasting their transponders, Saudi barrels routed to Egypt but for Saudi-owned storage, Brazilian cargoes diverted to China, slower ship speeds, and others all swell oil-at-sea without adding supply. We explore how Aramco and ADNOC are evolving into global energy companies, why Saudi is leaning on renewables and nuclear to free oil for export, what to make of Saudi rigs and capacity, and why demand analysis should prioritize growth rates over absolute levels given definitional differences and the IEA's repeated upward revisions. Anas argues the IEA has persistently underestimated demand (including major multi-year revisions), contrasts IEA growth figures with stronger observed U.S. demand, and notes record U.S. crude without shale growth. We also touch on SPR strategy, why Anas believes the large 2022 release worked, his critique of “circular information” among agencies, banks, and media plus conformity shaping bearish narratives, the limited efficacy of current sanctions regimes, and much more. It was a wide-ranging discussion and we're grateful to Anas for sharing his expertise with us. To start the show, Mike Bradley noted that the U.S. Government shutdown has reached Day 35, tying the previous record set during President Trump's first term. In oil markets, WTI continues to hover around $60/bbl and is still being impacted by 2026 global oil supply concerns. OPEC+ agreed to raise December oil production by 137kbpd (consensus) but will pause oil production increments in January, February, and March. On the broader equity market front, the S&P 500 is down ~1% this week and looks to be losing some trading momentum after a huge recent run. Many of the Big6 AI/Tech stocks reported Q3 results last week, which were generally solid with AI capex spending budgets heading higher as expected. Over the last week or so, these same AI/Tech stocks were down 3-5% (on average) due to both growing valuation concerns and sustainability of this AI rally. These Big Tech stocks make up >35% of the S&P 500 market-cap, and if they sneeze, markets could catch a cold. Aramco reported quarterly results this week and struck a pretty constructive tone with one of its key highlights this quarter being an increase in their natural gas production capacity growth target (by 2030) to 80% up from 60%. On the E&P equity front, gassy E&Ps have been pretty constructive but aren't leaning into gas growth just yet, while oily E&Ps are taking a more cau

Shares of generics drugmaker Teva Pharma jumping double digits after earnings. Its CEO breaks down the impact of tariffs and price negotiations on margins. Then an inside look at Aramco's AI strategy, live from its headquarters in Saudi Arabia. Plus, the Supreme Court hears challenges against the Trump administration's tariff policies. A live report from outside the court room. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

HEADLINES:♦ Abu Dhabi Media is shutting down ADtv app and moving Content to e& and ADQ-owned STARZPLAY♦ Oil Pressures Ease as Aramco Beats Expectations in 3Q♦ Emirates Eyes New Aircraft Deals as 777X Delays Weigh on Growth  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

Breaking this hour: President Trump says SNAP benefits will not be restored until the government is reopen, contradicting previous statements from the administration. Then an exclusive with the CEO of Aramco. How the world's most valuable company is thinking about the outlook for energy. And Uber reports results. How its autonomous ambitions set the stage for the next leg of growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DESTINATION 2026: Houston's Countdown to the Cup! Brought to you by: Houston Methodist, Coca Cola Southwest, NRG, Quanta, Visit Sugarland , Aramco.

HEADLINES:♦ Highlights of Day 1 of FII9 in Riyadh, Saudi Arabia♦ PIF and Aramco to Partner in HUMAIN, Strengthening Saudi Arabia's AI Ambitions♦ Tabby Valued at $4.5 Billion Following Secondary Share Sale with Hong Kong Investors♦ Qatar-owned PSG Posts Small Loss Despite Champions League TriumphNewsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

DESTINATION 2026: Houston's Countdown to the Cup! Brought to you by: Houston Methodist, Coca Cola Southwest, NRG, Quanta, Visit Sugarland , Aramco. Flashback to the 1982 World Cup in Spain. All the names Rossi, Tardelli, Brazil Socrates, Zico, Rumenigge, and all that went with it! Can the youth of England Football "bring it home" under Tuchel? We discuss with former Newcastle United player Warren Barton World Cup stadium deep dive, and a trip back to Azteca Stadium in Mexico and it's remarkable history!

P.M. Edition for May 14. The U.S. president has fired the librarian of Congress and is seeking to install members of his administration. National political reporter Ken Thomas describes the power struggle between the branches of government. And Saudi Arabia's national oil company, Aramco, says it has signed 34 agreements with U.S. companies with a potential value of $90 billion. Plus, Ukraine and Russia can't agree on who will meet where— if at all —for peace talks, scheduled for Thursday. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices