Saudi Arabian petroleum and natural gas company
POPULARITY
Categories
The summer of 2026 burned the largest wildfire in Spain's recorded history and the largest France has seen since the Second World War. June's heat killed more than 10,000 people across Europe. A heat dome held North Africa and the Sahel above 45°C for days. In Assam, the Brahmaputra put 700,000 people out of their homes.But it was in the United States, in its hottest month in 132 years of records, that climate reporting found its biggest audience of the summer, in the least likely slot imaginable.Footballers at the FIFA Men's World Cup had to stop mid-half to drink, cool down and put on ice vests. Two US broadcasters held the rights to those three minutes. One sold them to advertisers. The other used them to explain why the players were stopping at all. This week Christiana Figueres speaks with Vanessa Hauc, Emmy award-winning anchor at Noticias Telemundo and creator of its climate unit, Planeta Tierra. Vanessa got Telemundo to hand her time during the hydration breaks. Forty seconds, Saudi Aramco's branding in shot, to tell viewers why the players needed to stop. While competitors sold advertising slots generating an estimated $1bn globally, millions tuned in to Vanessa explaining how human-driven climate change, caused by burning fossil fuels, was responsible for the crisis.Tom Rivett-Carnac and Paul Dickinson join Christiana to pick apart why simply reporting a hotter world is still treated as a provocation, and the three of them take stock of a summer of record heat, Spain's tumbling power prices and the case for telling the economic story better.What does it take to reach people who will never open a scientific paper but will not miss a match? And why is telling it like it is still the risky option?Plus, a first look at the next three episodes. Tom has been somewhere that holds the best and the worst of this transition at once. Stay tuned for the end of the episode.Learn More⚽ Read Climate Change Big Player at FIFA World Cup 2026, the World Weather Attribution study Vanessa's team built the reporting on
The Financial Times reported that some Anthropic investors are targeting a $2 trillion valuation in a record-setting IPO. Anthropic, led by CEO Dario Amodei and president Daniela Amodei, builds the Claude family of language models and emphasizes safety. Amazon announced a commitment of up to $4 billion in 2023 and Google invested in 2023, including a reported $2 billion convertible note, providing distribution and compute through their clouds. A $2 trillion debut would surpass Saudi Aramco's roughly $1.7 trillion listing by valuation and would test investor appetite for long-duration AI growth. The valuation case depends on revenue growth outpacing training and inference costs and on chip and cloud contract terms. Regulatory inquiries into big tech AI investments and ongoing copyright litigation could influence costs and market structure. Founders should watch cloud pricing, co-selling options, and procurement strategies as capital concentrates in AI.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Rassegna stampa economico-finanziaria dell'11 Agosto 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Energia, geopolitica e materie primeTestate: Repubblica / Corriere della Sera / Il Foglio / Il Riformista / AvvenireLo Stretto di Hormuz torna a essere il principale premio geopolitico incorporato nei prezzi energetici. Il negoziato tra Iran, Oman e Stati Uniti non riesce ancora a normalizzare la situazione e il Brent risale sopra gli 86 dollari al barile, mentre il gas europeo TTF registra un aumento del 5,7%, portandosi a circa 58,8 euro per MWh.Attraverso Hormuz transita normalmente circa un quinto del petrolio mondiale. La riserva strategica americana è inoltre scesa a 298,7 milioni di barili, il livello più basso dal 1983, riducendo il margine di Washington per compensare un nuovo shock attraverso il rilascio delle scorte.Il traffico nello Stretto risulta inferiore di circa il 95% rispetto ai livelli precedenti al conflitto. Il Brent aveva raggiunto circa 120 dollari in marzo, con un aumento del 65%, prima di ridiscendere nell'area 82-83 dollari.La crisi pesa anche sui produttori del Golfo. Adnoc Gas registra un utile trimestrale di 665 milioni di dollari, meno della metà rispetto all'anno precedente, mentre Saudi Aramco chiude con circa 32,7 miliardi di dollari di utile, in calo del 4%.Sul fronte russo-ucraino, gli attacchi contro raffinerie e infrastrutture energetiche russe mantengono un secondo premio di rischio sui mercati. Il messaggio per imprese e investitori è chiaro: un petrolio strutturalmente sostenuto dall'incertezza geopolitica favorisce il settore energetico, ma aumenta contemporaneamente trasporti, inflazione importata e volatilità.Transizione energetica, rinnovabili e nuovo nucleareTestate: Il Sole 24 Ore / MF / Gazzetta del MezzogiornoParte operativamente il FerX, uno dei passaggi più rilevanti della giornata per gli investimenti energetici italiani. Le procedure riguardano complessivamente 27,15 GW di nuova capacità rinnovabile con potenza superiore a 1 MW.Le domande per la qualificazione preliminare possono essere presentate dal 25 agosto, mentre per partecipare alla prima asta la richiesta dovrà essere presentata entro il 30 settembre. Gli impianti fino a 1 MW potranno invece accedere direttamente agli incentivi.Il meccanismo introduce requisiti finanziari e industriali più stringenti e prevede criteri che limitano la dipendenza da componentistica proveniente da Paesi terzi. L'obiettivo è quindi non soltanto aumentare la capacità rinnovabile, ma anche favorire una filiera industriale europea.Sul fronte dell'idrogeno vengono indicati 400 milioni di euro di sostegno e un contingente incentivabile fino a 200.000 tonnellate annue di capacità produttiva.Leonardo amplia intanto la propria presenza nel nucleare americano. Leonardo DRS realizzerà un polo produttivo di oltre 13.000 metri quadrati in Connecticut, operativo dall'inizio del 2027, e dispone di commesse potenziali superiori a 3 miliardi di dollari per il programma dei sottomarini nucleari Columbia.I risultati trimestrali rafforzano il quadro: ricavi a 913 milioni di dollari, +10%, Ebitda rettificato +33%, utile netto da 59 a 86 milioni e backlog record di 5,1 miliardi di dollari. Difesa, energia e nucleare stanno quindi convergendo in una filiera industriale ad alto valore aggiunto.Intelligenza artificiale, robotica e nuova industriaTestate: MF / La StampaI robot umanoidi entrano nella fase finanziaria della loro crescita. La cinese Unitree Robotics prepara la quotazione allo Star Market di Shanghai con l'obiettivo di raccogliere fino a 6,1 miliardi di yuan, circa 1 miliardo di dollari.La valutazione complessiva attesa è vicina a 9 miliardi di dollari. Nel 2025 Unitree ha registrato oltre 1,7 miliardi di yuan di ricavi, mentre nel primo trimestre del 2026 il fatturato è cresciuto del 68%.Nel primo semestre 2026 le spedizioni mondiali di robot umanoidi avrebbero raggiunto circa 19.100 unità, oltre tre volte quelle dello stesso periodo dell'anno precedente.In Italia il mercato della robotica umanoide viene stimato intorno a 3,5 miliardi di euro, trasformando quello che fino a pochi mesi fa era soprattutto un tema tecnologico in un vero nuovo segmento industriale e finanziario.Meta spinge intanto verso un'AI più aperta e meno concentrata, attraverso modelli open source e un possibile fondo da 1 miliardo di dollari per sostenere comunità e iniziative collegate all'intelligenza artificiale aperta.Il messaggio di fondo è che AI, robotica, semiconduttori, sensoristica, software ed energia stanno diventando parti della stessa filiera industriale. Per gli investitori il tema è quindi molto più ampio del singolo “titolo AI”.Imprese, fisco e regolamentazioneTestate: Il Sole 24 Ore / MF / Il Giornale / Italia OggiLa nuova disciplina fiscale sulle auto aziendali rischia di aumentare il carico anche sui veicoli elettrici. Dopo cinque anni di utilizzo è prevista una maggiorazione del 50% della tassazione, senza distinzione tra motorizzazioni.Secondo Aniasa potrebbero essere interessate circa 12.000 vetture, delle quali circa il 60% elettriche. La misura potrebbe incentivare una sostituzione più frequente delle flotte, con un aumento dei costi per le imprese ma anche una maggiore disponibilità di elettriche usate sul mercato secondario.Sul fronte dei carburanti, tra marzo e luglio la Guardia di Finanza ha rilevato 2.279 violazioni su 3.428 interventi, pari al 66,5%. Complessivamente sono stati effettuati circa 4.800 controlli e sequestrate circa 20.000 tonnellate di prodotti energetici.Il rafforzamento dei controlli rappresenta un elemento positivo per gli operatori regolari, soprattutto in una fase di prezzi elevati nella quale le frodi fiscali possono trasformarsi in una forma significativa di concorrenza sleale.UniCredit perde invece in appello nel contenzioso fiscale relativo alle quote della Banca d'Italia, con una richiesta di rimborso di circa 399,6 milioni di euro. Un caso analogo riguarda Generali per circa 75,55 milioni.Dal 2027 sono inoltre previsti 30 milioni di euro all'anno per la digitalizzazione della giustizia, destinati a sistemi informatici, sicurezza, manutenzione e assistenza. Una misura limitata in valore assoluto, ma potenzialmente importante per ridurre tempi e costi amministrativi.Lavoro, welfare, sanità e demografiaTestate: Repubblica / Italia Oggi / Il Fatto QuotidianoLa natalità italiana resta strettamente collegata a lavoro, casa e disponibilità di servizi. L'età media al primo figlio ha ormai superato i 32 anni, mentre la fecondità è scesa intorno a 1,14 figli per donna, contro oltre 1,6 in Francia.L'analisi sposta quindi l'attenzione dagli incentivi una tantum verso infrastrutture permanenti: asili, abitazioni accessibili, continuità occupazionale e congedi.Dal punto di vista economico, meno nascite significano in prospettiva meno forza lavoro e un rapporto più elevato tra pensionati e occupati. Politiche su asili, servizi, mobilità e abitazioni possono invece aumentare contemporaneamente natalità e partecipazione femminile al mercato del lavoro.Nasce inoltre una grande copertura sanitaria per oltre 1,2 milioni di lavoratori della scuola, attraverso un contratto da circa 320 milioni di euro affidato a UniSalute, Intesa Sanpaolo Protezione e Poste Assicura.La copertura prevede, tra le altre prestazioni, rimborsi per maternità e fino a 500 euro mensili in caso di non autosufficienza permanente. Il welfare contrattuale continua quindi a spostare una quota crescente della protezione sociale verso coperture collettive integrative.Sulle liste d'attesa sanitarie emergono invece criticità. Nel Lazio, nel primo semestre 2026, il rispetto dei tempi sarebbe fermo al 78,5% per le prime visite e all'84,6% per gli esami diagnostici, contro una soglia normativa superiore al 90%.Clima, acqua, agricoltura e infrastruttureTestate: Il Sole 24 Ore / Avvenire / Gazzetta del MezzogiornoLa siccità nel bacino del Po assume una dimensione economica rilevante. La portata del fiume è scesa a circa un terzo della norma e 101 Comuni di Piemonte e Lombardia risultano in stato d'emergenza.In diverse stazioni del Po le riduzioni della portata si avvicinano al 70% rispetto alle medie storiche. Nell'area del Delta l'intrusione salina risale inoltre per circa 25 chilometri, con conseguenze sull'irrigazione.Anche i principali laghi del Nord mostrano livelli molto bassi: Maggiore al 6%, Como al 7%, Iseo al 13% e Idro al 5%, mentre il Garda si mantiene più resiliente intorno al 47%.La crisi rappresenta un rischio per agricoltura, allevamento, industria e produzione alimentare, ma allo stesso tempo apre un nuovo ciclo potenziale di investimenti in reti idriche, accumulo, irrigazione di precisione e riuso dell'acqua.Sul fronte della qualità delle acque, il 34% dei 391 campionamenti realizzati da Goletta Verde risulta oltre i limiti di legge. Vengono inoltre indicati 514 agglomerati urbani critici, che coinvolgono circa 14 milioni di abitanti, per insufficienze delle reti fognarie o degli impianti di depurazione.
US President Donald Trump said inflation in Iran is starting to force the hand of the country's rulers, and he believes that could benefit the US. It comes as the US military blockade puts more pressure on Tehran. In Yemen, three civilians were among seven people killed in the latest Houthi attack on Mokha port. The Iran-backed rebel group has also claimed an earlier drone attack on a Saudi Aramco refinery in Jazan. Israeli Prime Minister Benjamin Netanyahu, meanwhile, has rejected a 15-point proposal to advance Mr Trump's Gaza peace plan. Speaking during a cabinet meeting, he said the Israeli military would not withdraw until Hamas is fully disarmed. Syria and Russia have agreed to transform two Russian military bases into joint training and rehabilitation centres, marking a significant shift since the Assad government was toppled. In Dublin, alleged crime boss Daniel Kinahan has appeared in an Irish court after being extradited from the UAE. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
Israel says it rejects U.S. President Donald Trump's Board of Peace's 15-point plan for Gaza. Yemen's Iran-aligned Houthis stike a Saudi Aramco refinery. Hunter Biden says his father Joe's cancer has spread. Plus, songs by Taylor Swift have been removed from the White House and Trump campaign social accounts. Watch the latest On Assignment: Chasing Ebola Listen to the Morning Bid podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week we had the privilege of hosting Leif Johan Sevland, President and CEO of the Offshore Northern Seas Foundation (ONS), for a Special Edition. Leif is a Norwegian business leader and former politician with a distinguished career spanning public service and the energy sector. Prior to joining ONS, Leif served as the Mayor of Stavanger from 2005 to 2011. The ONS 2026 Conference is fast approaching, taking place from August 24–27 in Stavanger, Norway. The conference is held biennially and attracts 70,000+ global industry leaders representing over 1,100 companies and 35+ countries. We were honored to host Leif to preview this year's conference, its major themes, and the trends shaping Norway's, Europe's and the world's energy landscape. In our conversation, Leif shared a preview of what attendees can expect at ONS 2026 and how this year's conference theme, Courage, is intended to challenge industry leaders to move beyond discussion and embrace decisive action in addressing the world's evolving energy needs. We explore Norway's unique position as both a leading oil and gas producer and an energy innovator, discussing how energy security, affordability, technological innovation, and shifting geopolitical dynamics are reshaping energy markets, investment priorities, and policy around the world. We examine Europe's evolving innovation ecosystem, the accelerating adoption of AI and its growing impact on power demand, renewed interest in nuclear energy, and the convergence of energy, defense, and industrial technologies. Leif emphasizes the importance of open dialogue, global collaboration, and developing the next generation of industry leaders, and shares how ONS brings together policymakers, operators, investors, entrepreneurs, and innovators to exchange ideas and help shape the future of energy. The Veriten team will be at ONS, participating in a few panels, and connecting with good friends and with some of our partner and portfolio companies that will also be in attendance. Mike Bradley started off the discussion by noting that two key market themes remained in place: lower oil prices and stronger equity markets. The 10-year Treasury yield remained range-bound, showing little directional movement. On the equity market front, the Dow Jones Industrial Average was up ~500 to 600 points on the day, with gains driven primarily by Amgen, Caterpillar, and Goldman Sachs. On the oil market front, downward pressure on crude prices continued, with WTI falling by approximately $1/bbl to around $75/bbl. The decline was driven largely by market optimism that the temporary pause in U.S. military strikes on Iran would remain in place. He noted, however, that oil prices appear increasingly oversold from a technical perspective, having declined roughly $10 to $15/bbl over the past one to two weeks. As a result, crude prices could rebound sharply should the current military pause end or geopolitical tensions re-escalate. He concluded by highlighting key takeaways from Saudi Aramco's 2Q earnings call, noting that management delivered a decidedly bullish message on the outlook for global oil markets. According to Aramco, oil markets are far tighter than many indicators/prices suggest. Aramco noted that global markets lost ~11mmbpd of supply because of the conflict and shipping disruptions; strategic reserve releases and inventory drawdowns have masked the true extent of the shortage; inventory data understates physical market tightness; global inventories have been heavily depleted and must now be rebuilt over several years; and it would take around 18 months and roughly 2.1mmbpd of incremental demand just to restore inventories to pre-conflict levels if conditions normalize immediately. We were fortunate to also have Veriten Venture Partner Karl Liapunov join and share his insights throughout the discussion. Karl is the founder of Starting Cold and is the U.S. Ecosystem Partner at Startuplab, where he previously served as Head of Energy & Climate Tech in Oslo.
Saudi Aramco reported a 33 per cent jump in quarterly profit after oil prices surged above $100 a barrel during the disruption in the Strait of Hormuz. Amena Bakr, Head of Middle East Research at Kpler, unpacks the numbers and tells us what drove the rise in earnings, what it means for energy markets, the Gulf economy and consumers, and whether the market is returning to normal. Meanwhile, ADNOC Distribution posted record first-half earnings as fuel demand remained strong across the region. CFO Ali Siddiqi joins the Business Breakfast to discuss what is driving the company’s next phase of growth beyond fuel. Plus, we examine how UAE recruitment trends shifted in the first half of 2026, with data pointing to cautious hiring among employers and growing candidate frustration over recruitment ghosting. Luke Collins, Managing Director of Collins Search, joins us to launch Matchly, a new AI-powered job platform designed to promote fair hiring and tackle ghosting. And finally, while many restaurants slow down during summer, Chef Sperxos turns his attention to private dining, luxury events and high-end clients. The Business Breakfast Summer Strategy series continues, looking at how Dubai businesses adapt during the traditionally quieter months and why summer can be one of the smartest times to grow. This time, we explore the business of summer dining with Chef Sperxos.See omnystudio.com/listener for privacy information.
Geopolitical tensions continue to reshape global markets, with Big Oil emerging as one of the biggest winners. Michelle Martin looks at why BP and Saudi Aramco are posting blockbuster profits as higher energy prices boost earnings, even as U.S. President Donald Trump criticises oil giants over soaring fuel costs. She also examines why SpaceX shares fell despite beating revenue expectations, as investors questioned the hefty cost of its AI ambitions. Plus, Wall Street hits fresh record highs, Jeff Bezos plans another multi-billion-dollar Amazon share sale, HSBC delivers a strong earnings beat, and it's a crucial week for Singapore's banks as DBS, OCBC and UOB prepare to report results.See omnystudio.com/listener for privacy information.
We bespreken met analist Erik Joly twee zwaargewichten uit de florerende oliesector: BP en Saudi Aramco. --- Trends Beleggen is een podcastkanaal van de redactie van Trends. Meer info en advies over beleggen vind je op https://trends.be/beleggen/ --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
EU interior ministers express strong solidarity with Spain over its handling of the Ceuta migrant crisis. In a video conference, they commended the swift reaction of the authorities in Madrid to the influx of more than 70,000 Moroccans into the Spanish territory last week. The surge was blamed on disinformation and people smugglers. Also: The world's biggest oil producer, Saudi Arabia's Saudi Aramco, posts record profits as the Iran war sends prices surging, and despite Iran's blockade of the Strait of Hormuz. A mass funeral has taken place in Gaza for over 100 people whose bodies have been recovered from rubble nearly three years after they were killed in an Israeli attack. A man accused of pretending to be a judge is ordered to stand trial in Egypt. Prosecutors allege he bribed officials with $60,000 to gain access to the Cairo courthouse where he had himself filmed as if he was presiding over trials. And we hear from one of the stars of The Odyssey -- Matt Damon's stunt double -- all 1.30m of her. 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.ukPhoto: Migrants wait in line to receive food and beverages from the Red Cross, following mass crossings of migrants on foot and by sea from Morocco into Spanish territory, in Ceuta, Spain, August 3, 2026. Credit: REUTERS/Violeta Santos Moura
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.
Plus: Defense-tech company Anduril Industries eyes a Maryland port as a potential production site for its drone boats. And BP and Saudi Aramco report earnings boosts amid higher oil prices. Luke Vargas hosts. Sign up for 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.
Mr Price and Clicks have both been hammered, and on a chart they look like the same trade. They are not. Simon Brown holds both and spends this episode pulling the two businesses apart to work out which one he actually wants to own. Clicks is on its cheapest P/E in a decade but is losing share in the high-margin categories that pay the bills, with Dis-Chem, Checkers Sixty60, SPAR Health and Woolworths all circling. Mr Price is on 12.2 times earnings with a 5.3% dividend yield and a German acquisition the market has already priced as a failure. Also covered: US earnings season running at 47% growth, why the South African consumer squeeze is worst at the top end, and Saudi Aramco's warning that rebuilding oil inventories could take 18 months. WorldWideMarkets is part of JustOneLap.com.
En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron la jornada de resultados corporativos que combinó tecnología, energía e industria. Revisaron el trimestre de Palantir, que superó expectativas con ingresos de 1,.940 millones de dólares y su primera utilidad neta por encima de los 1,000 millones, aunque con una valoración exigente. Comentaron los balances de BP y Saudi Aramco, marcados por los altos precios del petróleo y por la tensión en Oriente Medio y el estrecho de Ormuz. Finalmente, examinaron el récord de Caterpillar, impulsado por la construcción y por la creciente demanda de centros de datos de inteligencia artificial.
Der Datenanalysekonzern schreibt das stärkste Quartal seiner Geschichte. Das Wachstum kommt jedoch vor allem aus einem Land. Und: Deshalb sind Ölkonzerne profitabler als je zuvor.
Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.
Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.
Kevin covers and discusses the following stories: some brief thoughts on the revelations from Dr. Anthony Fauci's diary; S&P Global U.S. Flash Purchasing Managers' Index, covering the Manufacturing Sector; the U.S. Commerce Department reported June Durable-Goods Orders; the Conference Board's July Consumer Confidence Index was released; oil reacts to Oman's proposal regarding the Strait of Hormuz, oil tanker vessel Bab el-Mandeb traffic, Saudi Aramco's production announcement and possible peace talks between Ukraine and Russia; gas prices follow the direction of oil prices; Kevin has the details, digs into the information, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.
Le week-end a desserré l'étau. Plus de frappes entre les États-Unis et l'Iran depuis vendredi soir, et le Brent efface près de 5% pour revenir vers 92 dollars après avoir touché 102 la semaine dernière. Les futures américains rebondissent, l'Asie suit, et Paris retrouve de l'air. Sauf que le vrai sujet de la semaine n'est pas là.Au programme de ce Morning Mood du lundi 27 juillet :Le repli du pétrole et ce qu'il faut en penser, entre pause militaire, discussions à Oman sur Hormuz et frappes revendiquées par les Houthis sur des installations liées à Saudi Aramco.La Fed de Kevin Warsh mercredi, sans projections économiques, avec environ un tiers de probabilité d'une hausse de taux et une probabilité de resserrement en septembre qui approche les 80%. Une banque centrale qui envisage de durcir en pleine saison de résultats, on n'avait plus vu ça depuis longtemps.Le vrai débat du moment sur l'intelligence artificielle : le marché sanctionne ceux qui dépensent et récompense ceux qui vendent les pelles. Près de 800 milliards de dollars effacés sur les Sept Magnifiques jeudi, pendant que les semi-conducteurs terminaient la semaine en hausse. Ma lecture reste constructive, une thématique qui purge ses excès de valorisation sans casser sa trajectoire industrielle.Le CAC 40 de retour dans la zone 8200 à 8400 que nous travaillons ensemble depuis deux ans et demi, avec les taux français au plus haut depuis dix-sept ans en toile de fond.L'agenda complet de la semaine : LVMH et Michelin aujourd'hui, Safran, Air Liquide, Orange et Kering demain, Airbus, Hermès et L'Oréal mercredi avec Microsoft et Meta, puis PIB et PCE américains jeudi avec Apple et Amazon, et la Banque du Japon vendredi.Et le mot de la fin, avec un adage de marin qui résume assez bien la semaine qui s'ouvre : on prend un ris quand on y pense.Bonne écoute, et belle semaine à toutes et à tous.Contenu partagé à titre d'expérience personnelle, il ne constitue pas un conseil en investissement.Xavier
Wildfires in B.C.'s interior have merged promoting officials to expand evacuation orders. A Mediterranean heatwave is fueling wildfires in southern Europe and forcing tens of thousands of people to flee. India's Education Minister is stepping down after days of student protests across the country. Yemen's Houthis claim they have struck two oil refiners of Saudi Aramco in the cities of Jizan and Yanbu, in Saudi Arabia. India's education minister, Dharmendra Pradhan steps down as student protests spread across the country. Ottawa is rejecting Ontario's plan to expand Toronto's Billy Bishop airport. BC nurses are wrapping up three weeks of job action after accepting recommendations from mediators. LeBron James is heading to Philadelphia to join the 76ers.
Houthis in Yemen are seeking to broaden the impact of the US-Iran war with a blockade of Red Sea ports. The Tehran-backed group warned it would impose an "embargo" on the top oil exporter Saudi Arabia, after the two sides traded fire for the first time in years. Disruption to maritime traffic through the Bab el-Mandeb could further compound the turmoil caused by the confrontation between the US and Iran in the Strait of Hormuz.Also: Donald Trump announces 50% tariffs on Canadian goods. Italy's struggle with childhood obesity. How 3D-printed batteries could change the ability to store renewable energy from solar and wind. What will the UK's new Prime Minister Andy Burnham's foreign policy look like? The social media influencers Andrew and Tristan Tate appear in court in the US in connection with new British rape and sex-trafficking-related charges. And how fitness trackers can alert women that they are pregnant before they know it themselves.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: Aramco tanks and oil pipe at Saudi Aramco's Ras Tanura oil refinery and oil terminal in Saudi Arabia Credit: REUTERS/Ahmed Jadallah/File Photo
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
The Labor Department's June jobs report came in with just 57,000 new jobs added. Economists expected double that, and while the unemployment rate ticked down, we consider why job growth may be middling. Also in this episode, we look at stagnant wage growth, a start-up that's looking to de-extinct the woolly mammoth, the “lump of labor” fallacy, Saudi Aramco's World Cup sponsorship, and a social worker who leads tours to supplement retirement.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.
The Labor Department's June jobs report came in with just 57,000 new jobs added. Economists expected double that, and while the unemployment rate ticked down, we consider why job growth may be middling. Also in this episode, we look at stagnant wage growth, a start-up that's looking to de-extinct the woolly mammoth, the “lump of labor” fallacy, Saudi Aramco's World Cup sponsorship, and a social worker who leads tours to supplement retirement.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.
HEADLINES:• Oil pares gains as US and Iran pause attacks ahead of Hormuz talks • PIF strategy shifts sentiment as coverage turns more positive after rollout• UAE moves closer to CPTPP talks as trade expansion push accelerates • Saudi Aramco helicopter crash near Ras Tanura kills 14 as investigation begins 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:• أسعار النفط تتراجع بعد وقف الهجمات بين أمريكا وإيران قبل محادثات مضيق هرمز• استراتيجية PIF تعزز النظرة الإيجابية بعد إطلاقها• الإمارات تقترب من محادثات CPTPP مع تسارع خطط التوسع التجاري• مصرع 14 شخصاً في تحطم مروحية تابعة لـ Saudi Aramco قرب Ras Tanura والتحقيقات مستمرة
In today's episode of Trending Middle East, the US and Iran are expected to pause military operations as technical negotiations continue on their interim agreement. Tension in the Strait of Hormuz remains, as Tehran insists it alone will oversee security in the waterway, underlining the fragile nature of the deal. We also look at renewed Iranian attacks in the Gulf as Tehran launched missile and drone strikes on Bahrain and Kuwait. The UAE and Oman have strongly condemned the aggression, while Iran's Islamic Revolutionary Guard Corps warned it could tighten enforcement in the strait as a response to any further escalation. In Lebanon, the newly signed, US-brokered peace agreement is already under pressure after fresh clashes between Israeli forces and Hezbollah along the southern border. In Iraq, Prime Minister Ali Al Zaidi has expanded his anti-corruption campaign with the arrest of dozens of legislators and officials as investigations gather pace. And in Saudi Arabia, at least 14 people were killed in a Saudi Aramco helicopter crash near Ras Tanura. Authorities are investigating the cause of the accident and regional leaders have offered their condolences. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
A Saudi Aramco helicopter crash has killed 14 nationals, the state news agency says. Venezuelans decry shortages of heavy equipment and a limited official presence as the earthquake death toll tops 1,400. Iran and the U.S. continue their attacks in the Gulf, fraying an increasingly precarious interim deal. Temperature records are shattered in Europe as a deadly heatwave moves east. And how Bauhaus design is being targeted by the far right in Germany. Watch Pitchside here. Listen to On Assignment podcast here and see the Climate Monitor here. Listen to the Morning Bid podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising Learn more about your ad choices. Visit megaphone.fm/adchoices
11 people were killed when a small plane crashed in northeastern France on Sunday, reportedly while carrying skydivers. In a separate incident, a Saudi Aramco helicopter crashed in Saudi Arabia, killing all 14 people on board.
Zuby is a British rapper who spent his childhood on a Saudi Aramco compound—a sprawling corporate community complete with schools, recreation, housing, and services. We discuss what it was like growing up in a place where one company effectively functioned as the local government, and whether company towns deserve their bad reputation. Then the conversation takes an unexpected turn. Having also lived in Dubai, Zuby reflects on how one of the world's most diverse and immigrant-heavy societies manages to maintain remarkably high social trust, low crime, and social cohesion. What can Dubai teach us about community, culture, and governance? And what assumptions do Westerners make about diversity that may not hold true elsewhere? It's a conversation about company towns, global cities, social trust, and the strange places that challenge our political priors.
SpaceX priced its IPO at $135 per share on June 11 and began trading on the Nasdaq under ticker SPCX on June 12, raising roughly $75 billion at a $1.75 trillion valuation - the largest initial public offering ever, dwarfing Saudi Aramco's $29B record from 2019. The stock opened at $150, jumped more than 20% intraday, and closed its first session at $161.11, up about 19% from the offer price. With about 556.6 million shares sold, SpaceX instantly became one of the most valuable companies ever to go public and gave public investors their first direct stake in Starlink and Starship.The U.S.-Iran confrontation that has kept the Strait of Hormuz contested for months drove another volatile week in energy markets, with crude having spiked toward triple digits earlier in the standoff before easing back toward the mid-$80s as diplomacy gained traction. Roughly 27% of seaborne crude moves through Hormuz, and analysts have warned prices could spike dramatically if the chokepoint stays disrupted. By Friday, Iranian media described a draft deal that would lift oil sanctions and reopen the Strait, with reports of a possible signing in Switzerland as soon as the weekend - sending crude down about 2% to near $85 and lifting risk assets.OpenAI said on June 8 that it had confidentially submitted a draft S-1 registration statement to the SEC, the clearest signal yet that the AI leader is moving toward a public listing. Reporting puts the targeted valuation in the roughly $850 billion to $1 trillion range, building on the $852 billion post-money valuation from its March 2026 raise led by SoftBank and Microsoft. OpenAI has reportedly tapped Goldman Sachs and Morgan Stanley to lead the deal, with a possible listing window stretching from September into Q4 2026.At WWDC on June 8, Apple unveiled Siri AI, a rebuilt assistant with conversation history, personal-context awareness, a dedicated Siri app, and customizable voice and pacing - the long-delayed AI overhaul it has been under pressure to deliver. The company also showed iOS 27, refinements to its Liquid Glass design language, new family-safety tools, and the next macOS, named Golden Gate. The event doubled as Tim Cook's final WWDC keynote as CEO; John Ternus is set to take over in September.Tesla and Elon Musk's xAI unveiled a joint project called Digital Optimus, billed as the first major outcome of Tesla's roughly $2 billion investment in xAI. The effort fuses Tesla's humanoid-robot hardware and efficiency with xAI's reasoning models, and Musk said a user-ready version could arrive within about six months - targeting roughly September 2026. The reveal deepens the cross-pollination between Musk's companies and lands alongside a June 12 signal from Musk that Tesla's partnership with Nvidia is heading to the next level.Anthropic launched the Claude Partner Network - including a new Services Track and Partner Hub - and committed an initial $100 million to help consulting firms, professional-services providers and specialist AI shops deploy Claude inside enterprises. The company said it will expand its partner-facing team roughly fivefold with applied AI engineers and technical architects, and reported early traction of more than 40,000 firm applications and over 10,000 certified consultants. It is a clear move to win the enterprise layer, where adoption is gated by integration and services rather than raw model quality.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon
It's SpaceX IPO day, and it's on track to be the most valuable post-IPO company in history — $1.77T, surpassing Saudi Aramco. David walks through the numbers, the pre-IPO trade on Hyperliquid, and why the edge wore off months ago. Plus: Nakamoto selling Bitcoin while Tom Lee's BitMine keeps stacking ETH, and where prediction market volumes are during the NBA Finals. TIMESTAMPS: (00:00) Intro (01:08) SpaceX IPO (07:27) Treasury Companies (15:47) Prediction Markets FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
Bitcoin and Gold are both posting the worst year of any major asset class in 2026 — BTC down 30%, Gold down 6% and Charlie Bilello says it's the first time we've ever seen this in a calendar year. Meanwhile, SpaceX just made history today, debuting at a $1.75 TRILLION valuation in the largest IPO ever recorded (2.4x the previous record Saudi Aramco) with retail orders alone exceeding $70 billion. We break down whether Bitcoin and Gold's historic underperformance signals a generational opportunity or the death of the safe haven thesis, what $75 billion flowing INTO SpaceX means for the next leg of crypto liquidity, and which catalysts could finally turn the tape. Learn more about your ad choices. Visit megaphone.fm/adchoices
Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Why battery makers and investors are pivoting from EVs to grid storage for renewable energy in Europe; a look at Lukas Walton-backed S2G investments following its $1 billion; and, the reasons that the world cup is a sportswashing bonanza.To try ImpactAlpha Edge, click here.This week's stories:“Battery makers and investors pivot from EVs to grid storage for renewable energy in Europe,” by Danielle Rossingh.“G is for growth after $1 billion raise for Lukas Walton-backed S2G Investments,” by Erik Stein“A ‘sportswashing' bonanza, brought to you by Saudi Aramco,” by Dmitriy Ioselevich
Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Why battery makers and investors are pivoting from EVs to grid storage for renewable energy in Europe; a look at Lukas Walton-backed S2G investments following its $1 billion; and, the reasons that the world cup is a sportswashing bonanza.To try ImpactAlpha Edge, click here.This week's stories:“Battery makers and investors pivot from EVs to grid storage for renewable energy in Europe,” by Danielle Rossingh.“G is for growth after $1 billion raise for Lukas Walton-backed S2G Investments,” by Erik Stein“A ‘sportswashing' bonanza, brought to you by Saudi Aramco,” by Dmitriy Ioselevich
SpaceX al suo debutto in BorsaSpaceX debutta oggi al Nasdaq con una domanda sempre più frenetica: gli investitori retail hanno messo in campo ordini per oltre 100 miliardi di dollari, per un collocamento record che ha in tutto l'obiettivo di rastrellare almeno 75 miliardi, polverizzando il massimo precedente stabilito da Saudi Aramco nel 2019 con meno di 30 miliardi. Non basta: mille grandi protagonisti istituzionali, tra cui BlackRock che ha piazzato un ordine da 5 miliardi, si sono posizionati per un biglietto d'ingresso nel nuovo sogno di Elon Musk. E un 10% diretto a ordini internazionali. La corsa agli ordini promette di sostenere gli acquisti del titolo una volta in Borsa, gonfiando i guadagni. Molto dipenderà dai dettagli finali: l'azienda non è parsa voler alterare le condizioni del collocamento, con 555,6 milioni di azioni al prezzo di 135 dollari, per una valutazione complessiva di SpaceX di quasi 1.800 miliardi. Alcuni osservatori non escludono però correzioni in extremis per tenere conto delle circostanze. Gli scambi iniziali non risolvono comunque il rebus del gruppo, in crescita ma in perdita e con fatturato annuale di meno di 19 miliardi: impero dell'innovazione o rischioso minestrone tech, con satelliti, razzi e intelligenza artificiale tenuti assieme dalla vulcanica leadership di Musk e dai suoi progetti visionari, fatti di colonie su Marte, centri dati orbitanti e onnipresente AI. Ne parliamo con Giancarlo Giudici, Co-direttore del Programma Executive in Finance di POLIMI Graduate School of Management.
Business and finance news from the Asia-Pacific. Bank of Japan Governor Kazuo Ueda's hospitalization is generating uncertainty among investors over the central bank's messaging at its policy meeting next week, even as they remain convinced officials will raise interest rates. Ueda is expected to miss the BOJ's meeting on June 15-16 and will refrain from casting a vote, but will express his views via a statement. Deputy Governor Ryozo Himino will serve as acting chair while another deputy, Shinichi Uchida, will host a post-meeting press conference. Ueda's absence is unlikely to shift expectations of a hike, but uncertainty is growing among market participants about how clearly Uchida will communicate at the press conference. The BOJ's cautious approach to rate hikes has been weighing on the yen due to the large interest rate differential between the US and Japan. We speak to Winnie Hsu, Bloomberg's Asia Equities Reporter Plus - SpaceX has made history with the biggest-ever IPO, sending it into the top ranks of the largest public companies and putting founder Elon Musk on the verge of becoming the world's first trillionaire. The company raised $75 billion in the IPO, pricing 555.6 million shares at $135 each, according to a statement on its website Thursday. SpaceX's IPO is more than double the size of Saudi Aramco's $29.4 billion listing in 2019. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Jay Ritter, Warrington College of Business, The IPO Initiative Director & Emeritus Professor.See omnystudio.com/listener for privacy information.
SpaceX se prepara para protagonizar la mayor salida a bolsa de la historia en cuestión de horas, superando el récord que ostentaba Saudi Aramco. La compañía de Elon Musk alcanza una valoración de 1,77 billones de dólares, equivalente al valor de toda la economía española, y marca un hito en los mercados financieros globales.
1. Maďarsko už nechce blokovať vstup Ukrajiny a Moldavska do EÚ 2. U Migaľa chcú podpísať nejasné zmluvy za desiatky miliónov. IT experti žiadajú Fica, aby ho zastavil 3. Prečo zarábame menej než Česi? Máme vyššie odvody, veľa voľna a nižšiu pridanú hodnotu
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das jähe Ende einer Gewinn-Serie, den Dax-Aufstieg von Hochtief und wie Ihr steuerschonend Euer Depot weitergeben könnt. Außerdem geht es um OHB, SpaceX, Broadcom, CrowdStrike, SAP, Nemetschek, Atoss, Partners Group, Blue Owl, Apollo, Ares, EQT, Blackstone, KKR, RWE, E.on, Porsche Holding SE, Elmos Semiconductor, Siltronic, Süss Microtec SE, Saudi Aramco, OpenAI, Anthropic, Alphabet, Meta, Amazon, Tesla, Nvidia, Boeing, Jefferies, Partners Group Global Value (WKN: A2N9U7), Invesco Solar Energy ETF (WKN: A2QQ9R). 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
SpaceX se convierte hoy en el foco principal de la jornada y encabeza nuestra edición del Radar Empresarial. La compañía ya ha presentado ante la Comisión de Bolsa y Valores de Estados Unidos las condiciones para su salida a Bolsa, cuyo debut está previsto para el próximo 12 de junio. Apenas unas horas después de que Bloomberg y Reuters adelantaran la información, se han confirmado oficialmente los detalles de la que se perfila como la mayor oferta pública de venta de la historia. La empresa aspira a captar hasta 75.000 millones de dólares, superando ampliamente los 30.000 millones logrados en su día por Saudi Aramco. El precio por acción coincide con las estimaciones previas de Reuters, situándose en 135 dólares por título, cifra que se hará oficial el 11 de junio. Este es solo uno de los aspectos atípicos de una operación que destaca por su singularidad. A diferencia de lo habitual en este tipo de procesos, la empresa ha optado por fijar un precio desde el inicio, en lugar de ajustarlo tras las primeras reuniones con inversores. Se espera que la ronda de presentaciones ante potenciales compradores tenga lugar este mismo jueves. Otro punto que ha llamado la atención es el volumen inicial de acciones disponibles: 555 millones de títulos, lo que representa apenas un 5% del total de 13.000 millones que la compañía planea poner en circulación. En cuanto a la valoración, también ha generado debate en el mercado. Aunque inicialmente se hablaba de alcanzar los 2 billones de dólares, la cifra actual ronda los 1,75 billones, lo que la situaría entre las diez mayores empresas del mundo. Algunos inversores, sin embargo, consideran más razonable una valoración cercana a 1,5 billones o incluso inferior. Además, la operación destaca por el protagonismo que tendrá el inversor minorista, ya que se ha reservado un 30% de las acciones para este segmento. Aun así, las grandes entidades financieras seguirán desempeñando un papel clave. Según Bloomberg, Jamie Dimon presentará la oferta a los clientes más acaudalados de J.P. Morgan, mientras que, de acuerdo con Reuters, David Solomon será quien decida la asignación de títulos en Goldman Sachs. Todo esto ocurre en un contexto en el que la empresa registró pérdidas netas de 4.940 millones de dólares en 2025, pese a aumentar sus ingresos un 33%, lo que genera dudas sobre si cumplirá con las elevadas expectativas del mercado.
Dr. Eric Cole has worked in cybersecurity for over 30 years, helping organizations protect their data. He started as a CIA hacker who could access any internet-connected computer. Using this expertise, he built companies focused on defense. Dr. Cole has worked with Lockheed Martin, McAfee, and consulted globally for clients like Saudi Aramco, Nouryon, utility companies, nuclear sites, financial institutions, and healthcare. He secures the Gates family and was a commissioner for President Obama, continuing to advise on security. Get a copy of his new book "Digital Danger: AI, Cybersecurity, and the Fight for Our Future" here: https://amzn.to/4vqWaSS New here? I am a two-time New York Times bestselling author and one of the most sought-after public speakers globally, having spoken to over 500 companies while traveling to more than 40 countries. My clients include Apple, Google, Microsoft, and Nike. My work has been covered in print media, including The New Yorker, The New York Times, Time, Fast Company, Fortune, Politico, Inc., and Harvard Business Review. It has also been featured on NPR, NBC, FOX, and multiple times on The Steve Harvey Show. Get more stuff from me: Join 200K+ subscribers on my FREE weekly newsletter: https://gregmckeown.com/1mw/ "Essentialism: The Disciplined Pursuit of Less" https://amzn.to/3EkZycH "Effortless: Make It Easier to Do What Matters Most" https://amzn.to/3EAkADZ "The Essentialism Planner: A 90-Day Guide to Accomplishing More by Doing Less" https://amzn.to/42CAsA3 Stay in touch with me: Instagram / gregorymckeown LinkedIn / gregmckeown X https://x.com/GregoryMcKeown Hire me to speak: https://gregmckeown.com/keynote/
Could the SpaceX IPO make Elon Musk the world's first trillionaire? SpaceX filed its S-1 with the SEC, revealing 18,712 bitcoin on its balance sheet and a target valuation of up to $2 trillion. If it hits the upper end, the listing would surpass Saudi Aramco as the largest IPO in history and push Elon Musk toward becoming the world's first trillionaire. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Elon Musk's SpaceX confirmed in a Wednesday filing with the Securities and Exchange Commission it will take the company public, a multi-trillion-dollar move that could potentially turn Musk into the world's first trillionaire. Spacex's IPO valuation could reach between $1.75 trillion and $2 trillion, according to multiple reports, which would best the previous all-time IPO valuation record of $1.7 trillion set by Saudi Aramco in 2019. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ahmed Mahgoub, cathodic protection (CP) specialist at Saudi Aramco, recently won AMPP's 2026 John H. Fitzgerald III Award for the best article published in Materials Performance (MP). In this conversation, Mahgoub highlights his 20-year journey in the industry and shares details on his award-winning article (“Assessment of Inductive AC Interference Mitigation Strategies”), which addresses real-world challenges in pipeline integrity. He also underscores the role of AMPP's resources and community in his professional growth.
Today we were thrilled to welcome back our good friend Roger Pielke Jr., Senior Fellow at the American Enterprise Institute and author of The Honest Broker on Substack (linked here). Roger's research focuses on science and technology policy, climate policy, energy policy, extreme events and disasters, the politicization of science, governmental science advice, and sports governance. He is a Professor Emeritus at the University of Colorado Boulder and served as a professor in the Environmental Studies department for over 23 years. We were eager to visit with Roger to discuss the Intergovernmental Panel on Climate Change's elimination of the RCP8.5 scenario. As always, we value Roger's perspective and appreciate his insights on the latest trends in climate science and beyond. In our conversation, we explore the evolving state of the decarbonization debate and how energy policy is increasingly being reframed beyond climate alone to include affordability, security, and reliability. Roger walks us through the significant and underreported decision to retire the extreme RCP8.5 climate scenario and explains the flawed assumptions, notably around global coal expansion, that underpinned its widespread use. We discuss the important distinction between scenarios and predictions, and how the misuse of these models shaped policy, regulation, and public perception for over a decade. We examine why climate scenarios have historically lagged real-world developments, the incentives across academia, media, and policy that reinforced reliance on extreme outcomes, and the growing gap between modeled projections and actual energy and emissions trends, including a shift toward more moderate long-term outcomes. We cover the implications for infrastructure, capital allocation, insurance, and regulatory frameworks, including how these scenarios have been embedded in tools such as the social cost of carbon, as well as the need to revisit key inputs like population growth, and how these dynamics are playing out across regions grappling with real-world trade-offs between affordability and decarbonization. Roger highlights the limited awareness and media coverage surrounding these developments, despite their significance. More broadly, he discusses the opportunity to separate climate science from policy debates to enable a more pragmatic and less polarized approach to energy decision-making, while emphasizing the need for more dynamic, diverse, and frequently updated modeling frameworks going forward. It was a fascinating and insightful discussion. Mike Bradley started the show by noting that even after 10 weeks, markets still seem consumed by and are trading on the Iran war. On the bond market front, the 10-year U.S. bond yield moved higher on Tuesday to ~4.45% due to a hot CPI print. U.S. bond yields have been inching higher amid increasing concern of what the Iran war could hold for short/long-term inflation. On the broader equity market front, the S&P 500 continues to trade near all-time highs (dialing in optimism for an end to the Iran war), which appears somewhat disconnected from other markets. In the past 5 trading days, the S&P 500 was up ~1.5% with the Technology sector outperforming (up ~6%) as it seems to be retaking market leadership. On the oil market front, WTI was trading at ~$102 per barrel (sideways from last Tuesday's close). WTI price seems to have temporarily settled in an $85 to $105 per barrel trading range, with the lower end dialing in an end to the Iran war and the higher end a continuation. Mike also noted that Saudi Aramco's CEO warned this week that roughly one billion barrels of oil have been pulled from global storage and that an additional 500 million barrels could be pulled (even if the Iran war ends soon), which likely keeps oil prices elevated into 2027. On the Energy sector fron
Countries around the world are beginning to feel the economic shockwaves from Donald Trump's war with Iran, as energy prices, shipping costs, and supply-chain fears rise around the Strait of Hormuz. The New York Times reports that nations were bracing Monday for prolonged economic pain after President Trump rejected Iran's latest offer to end the war and reopen Hormuz, calling it “garbage” and declaring the cease-fire to be “on massive life support.” What began as a military confrontation in the Middle East is now rapidly becoming a global economic event.“Your riches are corrupted, and your garments are motheaten.” James 5:2 (KJB)On this episode of the Prophecy News Podcast, what began as a military and diplomatic confrontation is now becoming a global economic event. Shipping costs, fuel prices, insurance rates, supply chains, inflation, and political unrest are all being pulled into the vortex. Reports today point to fears of bunker fuel shortages in global shipping, with Singapore prices said to have jumped sharply as the war squeezes maritime fuel supply. Saudi Aramco's CEO has also warned that oil markets may not fully recover until 2027 if Hormuz disruptions continue, according to the New York Post. This is exactly how modern warfare works in the last days. It is not merely tanks, missiles, and aircraft. It's energy, currency, food, shipping lanes, digital controls, emergency powers, and the tightening of the global system. Every war, every crisis, every supply-chain panic, every oil shock, and every government “emergency response” moves the nations one step closer to the global order that will be handed to Antichrist after the Church is removed. It's looking more and more like US President Donald Trump is God's man for judgment in the end times, a modern-day Nebuchadnezzar set up in the most-powerful political office on Earth.
En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Valentina Orduz abren con un repaso de la semana macroeconómica que arranca, con el CPI del martes y el PPI del miércoles como protagonistas del calendario.El bloque macro arranca con una actualización geopolítica tras el rechazo de Estados Unidos a la propuesta de Irán, y las implicaciones que eso mantiene sobre los mercados de energía. A continuación, el equipo analiza los resultados trimestrales de Saudi Aramco, una de las compañías de mayor peso en la producción global de petróleo.Para cerrar, Juan Manuel y Valentina cubren la operación entre Circle y BlackRock, que recaudó doscientos veintidós millones de dólares en una ronda que marca un nuevo movimiento institucional en el espacio cripto.
Getting a barrel of crude oil out of the ground in Saudi Arabia costs around $25. The market price right now is around $95. So where does that $70 go - and why has the price at the pump jumped so sharply since the war in the Middle East began?We follow the money behind a tank of petrol: from the oil field, through the world's most dangerous shipping lane, through the commodity markets, through a refinery, and right back to you, waiting at the pump. We hear from the former Saudi Aramco executive who oversaw production of the world's largest oilfield, one of the world's biggest tanker operators making real-time decisions about whether to sail through a war zone; the chief economist of one of the world's largest commodity traders; and an energy analyst who has been tracking the refining crisis that most commentators have missed.What product do you want us to follow next? Get in touch with the team by sending us an email to businessdaily@bbc.co.ukPresenter: Sam Fenwick Producer: Matt Lines(Photo: A worker pumps gasoline into a car at a petrol station in Bangkok, Thailand, on the 26th of March 2026. Credit: Rungroj Yongrit/EPA/Shutterstock)
The US Defence Secretary, Pete Hegseth, says Tuesday's attacks on Iran will be the most intense day since the war began. Echoing the words of President Trump, he said America would continue to fire missiles until Iranian forces were, as he put it, "totally and decisively" defeated. The world's biggest oil producer, Saudi Aramco, has warned of catastrophic consequences if the Strait of Hormuz - off Iran - is blocked for an extended period and we hear from people crossing the border into Turkey to escape the conflict continues. Also: Authorities in the US state of New Mexico have launched a search of the Zorro ranch previously owned by the late convicted sex offender Jeffrey Epstein. Several survivors have testified that Epstein assaulted teenage girls and women there, but the remote location has never been searched. The German carmaker Volkswagen has said it will cut 50,000 jobs in Germany by the end of the decade as its profits fell by over 40 percent last year. Plus, the rapper turned politician Balendra Shah is set to become the next prime minister of Nepal, with his party winning two thirds of the vote. 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