Podcasts about Saudi Aramco

In conversation with Managing Director of MassiveMusic MENA Pierre CarnetPierre's Instagram: https://www.instagram.com/pierrecarnet/

Mohnish Pabrai's Session with Ashoka Investment Club on April 22, 2025. (00:00:00) - Introduction (00:00:47) - Charlie Munger's mental models; Poor Charlie's Almanack (00:07:38) - Cloning is the best mental model (00:08:45) - Sam Walton & Family; Walmart (00:10:36) - Microsoft (00:13:31) - Bridge (00:14:51) - Pabrai Funds: Cloned model from the Buffett Partnerships (00:17:41) - Selecting a stock (00:19:12) - Macro-economic factors; D-Mart & Shrimp farming in India (00:23:32) - Circle of competence; John Arrillaga (00:24:38) - Commodity producers; Saudi Aramco (00:27:26) - Look for anomalies, Investing in Turkiye & Reysas (00:33:54) - Learning from mistakes; Satyam Computers (00:39:35) - Nifty-50 in the 1970s; Walmart The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über den Dividenden-Einbruch für die Saudis, neue Hoffnung für Borussen-Aktionäre und schlechte Nachrichten von Wolfspeed. Außerdem geht es um Borussia Dortmund, Saudi Aramco, Next Technology Holding, Lyft, Tesla, BMW, Mercedes-Benz, Volkswagen. 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 und AAA-Newsletter.[ 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] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

This episode explores the implementation of a bad actors program at Saudi Aramco's Yanbu NGL fractionation department, focusing on rotating equipment such as pumps, compressors, turbines and motors.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über die Magie der Mausaktie Disney, Insolvenz einer Diät-Ikone und den stoischen Kurs der Fed. Außerdem geht es um Alphabet, Nvidia, Uber, Charles River Laboratories, Hensoldt, Fresenius, Vonovia, Carl Zeiss Meditec, Eli Lilly, Novo Nordisk, WeightWatchers, Volkswagen, Mercedes, BMW, Ferrari, Nvidia, Meta Platforms, Microsoft, Altria, Saudi-Aramco, AppLovin, ConocoPhillips, CNOOC, Investor AB, Arista Networks, Visa, Blackstone, KKR, Pinduoduo, Investor AB, Hermès, Münchener Rück, Allianz, Deutsche Telekom, SAP, MicroStrategy und Vertex Pharmaceuticals. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ 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] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Welcome to Strategy Skills episode 545, an interview with the author of Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World, Dr. Eric Cole.   What do cybersecurity and entrepreneurship have in common? According to Dr. Eric Cole, a former CIA hacker turned tech entrepreneur and cybersecurity expert, they all require pattern recognition, disciplined thinking, and a commitment to doing what's right.    In this episode, Dr. Eric Cole shares his journey from an unprepared college student to a leading voice in digital security, and how those early days in the CIA shaped his approach to business and protecting intellectual property. He explains why companies need to secure their trade secrets, how leaders can make better decisions using data instead of emotion, and what it really takes to build a high-performance life—starting with health, clarity, and purpose.   Dr. Eric Cole, DPS is a cybersecurity expert, entrepreneur, public figure, and best-selling author who has built a solid reputation in the cybersecurity industry over the last three decades. His career has advanced from starting as a professional hacker for the CIA to become the 44th President's commissioner on cybersecurity to currently advising companies and teaching professionals on how to implement security measures that serve as a business enabler.   Dr. Cole's accomplishments have earned him an induction into the Information Security Hall of Fame and have awarded him as a Cyber Wingman from the US Air Force. His recognition has caught the interest of current clients, who include international banking institutions, Fortune 500 organizations, Bill Gates, and Saudi Aramco. His entrepreneurial accomplishments include three successful exits building eight-, nine-, and ten-figure organizations. Secure Anchor Consulting is his fourth cybersecurity business venture.   Aside from his seasoned technical expertise, Dr. Cole is a well-known public figure and author of various publications. His eighth book, Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World, debuted at #1 on the Wall Street Journal's bestseller list. Dr. Cole is currently focusing on fulfilling his purpose of being on this planet to end suffering in cyberspace and his mission to secure cyberspace by making cyberspace a safe place to live, work, and raise a family.    Get Eric's book here: https://rb.gy/qjwsdz Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World   Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach   McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf   Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo  

E mais: Saudi Aramco faz acordo com BYD e quebra paradigma para avançar em elétricos.[Patrocinado] Conheça a Deel, a plataforma de RH em que milhares de empresas em todo o mundo confiam para gerenciar e pagar seus times globais. - Saiba mais

Focused As A Bee: Six Buzzworthy Strategies To Thrive In A Distracting World by Jones Loflin, Sydney Loflin Jonesloflin.com/podcast Amazon.com What could you accomplish if you improved your ability to focus? Imagine what your life would be like if: You had the satisfaction of completing your goals You had perfect clarity on your priorities and your daily decisions were aligned with them You had a system to manage the countless distractions coming at you each day Focused as a Bee tells the story of Sydney, an ambitious young woman who is feeling overwhelmed with work and life. Constant distractions, a lack of clear priorities, and the failure to make progress on her goals are wreaking havoc on her self-confidence and work satisfaction. The future she envisions seems out of reach. She carries guilt for not improving her career success, but figuring out what needs to change remains a challenge she hasn't yet overcome. And now she has a new distraction… A swarm of honeybees in her backyard! Reaching out to her beekeeping best friend Alicia, Sydney hopes she will get rid of them ASAP. Instead, Alicia invites Sydney to explore how the work of the bees might offer insights on improving her current work life dilemma. As Sydney becomes comfortable with the bees, she realizes that the secret to their incredible productivity and success lies in their ability to focus. With Alicia's guidance, Sydney learns six permissions that enable her to: Complete her “one jobs” and stay focused on outcomes Reduce the temptation to shift her attention to less important activities Make changes to stay present in any moment Be patient with herself as she applies these new skills Focused as a Bee is a fun and essential guide for those tired of the status quo. Aren't you ready to experience the buzz of success more often? About the author JONES LOFLIN is president of Helping Others Prepare for Excellence Inc. As a keynote speaker for three decades, he has empowered countless individuals to make better choices with their time, enabling them to thrive both professionally and personally. Jones's innovative approaches to leadership and time management have garnered global recognition. His client list includes Federal Express, Choice Hotels, Clayton Homes, Saudi Aramco, and the United States military. Jones has four books. They include Always Growing, Juggling Elephants, Getting to It, and Getting the Blue Ribbon. His fifth book will be released in January 2025. As a coach, Jones is committed to helping people achieve meaningful progress in their lives.

Special Monday Edition: Global travel stocks suffered steep declines on Monday, with major markets in Asia, the Middle East, and Europe seeing significant selloffs due to mounting fears over global tariffs and economic instability. The Hang Seng index dropped over 13%, its worst fall since 1997, while travel-linked stocks like Trip.com and Alibaba plunged by double digits. European airlines and hotel giants also took hits, with IAG, Lufthansa, Accor, and IHG all posting substantial losses amid concerns about falling transatlantic travel demand and trade war impacts. In the Middle East, markets continued a downward slide, compounded by plunging oil prices and significant losses in companies like Saudi Aramco, adding to fears about tourism investment in the region. Read the full story on Skift. Connect with Skift LinkedIn: https://www.linkedin.com/company/skift/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Facebook: https://facebook.com/skiftnews Instagram: https://www.instagram.com/skiftnews/ Threads: https://www.threads.net/@skiftnews Bluesky: https://bsky.app/profile/skiftnews.bsky.social X: https://twitter.com/skift Subscribe to @SkiftNews and never miss an update from the travel industry.

La recomposition du marché des engrais ces dernières années a confirmé l'Arabie saoudite comme un acteur majeur du secteur. Le royaume saoudien a lancé une stratégie de diversification de son économie et les engrais en font partie. Le prince héritier, et dirigeant de facto, Mohammed ben Salman travaille à réduire la dépendance de son pays à la rente pétrolière et les engrais font partie des alternatives économiques privilégiées. L'Arabie saoudite a tous les ingrédients pour réussir dans le secteur : des roches phosphatées qui, même si elles ne sont pas d'excellente qualité, peuvent être enrichies, de l'énergie à domicile avec le gaz fourni par Saudi Aramco, et du soufre.À coup de milliards de dollars, les autorités ont soutenu des alliances entre Ma'aden, l'opérateur minier du pays, SABIC un acteur de la chimie industrielle et Mosaic, le spécialiste américain du secteur. Ces alliances ont abouti à la mise en place d'une chaîne de production saoudienne d'acide phosphorique, d'acide sulfurique et d'ammoniac, des composants essentiels pour la fabrication d'engrais, comme l'explique une étude du cabinet Global Sovereign Advisory (GSA). Exportations comparables à celles du Maroc ou des États-UnisSelon cette étude, la part de l'Arabie saoudite dans le commerce mondial d'engrais a presque triplé entre 2019 et 2023 pour atteindre près de 6 %, avec près de 7 millions de tonnes exportées, tous types d'engrais confondus.Le royaume est devenu le deuxième exportateur de DAP — après le Maroc —, un engrais utilisé pour tous les types de cultures, et entend rester incontournable sur le marché de ces engrais phosphatés dans les prochaines années. Selon l'étude de GSA, Ma'aden a signé en janvier trois contrats avec une filiale d'une entreprise chinoise pour étendre deux de ses complexes industriels et augmenter les capacités de production du pays.À lire aussiOù en est le marché africain des engrais, trois ans après le déclenchement de la guerre en Ukraine?10 % de part de marché en AfriqueL'Arabie saoudite produit essentiellement pour exporter et ne s'interdit pas d'aller sur le terrain de jeu de l'Office chérifien des phosphates (OCP), à savoir le continent africain. Son principal client est l'Afrique du Sud, mais le pays vend aussi au Kenya, à l'Algérie, à la Tanzanie et au Mozambique. Le royaume saoudien occupe 10 % de part de marché à ce jour en Afrique, selon l'étude de GSA, mais reste, pour des questions géographiques, implanté globalement en Afrique de l'Est, alors que le mastodonte marocain a su capter les acheteurs d'Afrique de l'Ouest.« L'OCP a évidemment encore plusieurs longueurs d'avance sur le continent, assure un négociant en engrais, mais l'Arabie saoudite est un concurrent qui monte et qui a les moyens d'être très compétitif grâce à ses matières premières ».Hors Afrique, l'Arabie saoudite exporte le gros de ses engrais dans les pays asiatiques, en Inde, en Thaïlande, au Bangladesh ou encore au Pakistan. Le Brésil est aussi un de ses clients importants.À lire aussiL'Arabie saoudite affirme publiquement ses ambitions minières

Les cours du pétrole ont dévissé depuis lundi 3 mars et sont passés largement sous la barre des 70 dollars — contre 80 dollars mi-janvier. Le déclencheur a été une annonce faite par plusieurs producteurs de pétrole, membres de l'Opep+, des pays qui depuis 2022 ont réduit leur production.  Ils sont huit et parmi eux figurent les gros producteurs que sont la Russie, l'Arabie saoudite et les Émirats arabes unis. Tous sont membres de l'Opep+ et tentent en vain depuis de longs mois de faire remonter les prix, en laissant volontairement sous terre des barils de pétrole pour réduire l'offre. Mais cette stratégie ne s'est pas révélée efficace, car la demande mondiale est en berne. Cette approche a aussi fait perdre des parts de marché aux pays pétroliers concernés qui ont annoncé plusieurs fois leur intention de mettre fin à leurs restrictions, sans passer à l'acte.La pression de Donald Trump a sans doute accéléré les choses : lors du Forum de Davos, fin janvier, il a demandé avec insistance à ces géants de l'or noir de produire plus pour faire baisser les prix. Une question urgente pour le président des États-Unis, car un pétrole bas : « c'est bon pour les consommateurs américains, pour l'industrie et globalement pour l'économie américaine », résume Francis Perrin, directeur de recherche à l'IRIS et chercheur associé au Policy Center for the New South à Rabat.Le message est passé : les huit pays pétroliers se sont engagés à ne plus modifier leur calendrier et à augmenter leur production à partir du 1ᵉʳ avril. À lire aussiPétrole: l'Opep+ va prolonger sa baisse de production pour soutenir les prix jusqu'à fin 2025Un effet sur les prix immédiatD'ici à quelques semaines, il y aura donc plus de pétrole sur le marché, et cela a suffi à faire baisser les cours qui évoluent désormais sous la barre des 70 dollars le baril.Cette baisse des prix est aussi alimentée par le contexte actuel de guerre commerciale. Les nouveaux droits de douane américains et les représailles qu'ils entraînent vont, a minima, ralentir l'économie mondiale. S'il y a moins de croissance, sans même parler de récession, la consommation de pétrole va s'en ressentir, explique Francis Perrin. D'où cette baisse des prix, de manière anticipée.Un baril durablement sous les 70 dollars ?Il n'est pas exclu de voir le baril se maintenir sous la barre des 70 dollars, selon plusieurs analystes. Mais si la baisse s'accentue, ce sera risqué pour les pays producteurs. D'abord pour les États-Unis, qui sont tiraillés entre des intérêts divergents liés à leur statut de premier producteur mondial et de premier consommateur : si le baril baisse trop, le pétrole de schiste américain ne sera plus rentable, car il coûte plus cher à extraire que celui du Moyen-Orient. Or Donald Trump ne veut surtout pas que la production ralentisse. Un autre pays a tout intérêt à manœuvrer pour que les prix ne s'effondrent pas beaucoup plus bas : c'est l'Arabie saoudite qui a engagé un vaste programme de réformes. Le géant du secteur, Saudi Aramco, comme d'autres majors pétrolières, a vu ses bénéfices de 2024 reculer pour la deuxième année consécutive, un recul de plus de 12 %. Le fleuron de l'économie saoudienne espère cependant distribuer 85 milliards de dollars de dividendes en 2025.À écouter dans C'est pas du ventLa Colombie mise sur l'écotourisme pour sortir du pétrole

Mexico, China en Canada kregen allemaal een maand uitstel van president Donald Trump. Hij trok tijdelijk zijn dreigement van handelstarieven weer in. Maar nu is er volgens Trump 'geen ruimte meer' om te onderhandelen. De landen moeten alsnog extra gaan betalen voor alles dat ze naar de VS exporteren. China slaat al terug met eigen heffingen. Ook Canada zegt alle heffingen van Amerika te gaan spiegelen. En wat Mexico precies doet is nog onduidelijk, maar volgens de president staat het al vast dat er een reactie komt. De handelsoorlog is dus een feit. Trump praat de beurzen een flinke depressie aan, want die duiken weer naar de niveau's van vóór de Amerikaanse verkiezingen. Je hoort in deze aflevering hoeveel schade jouw aandelen gaan oplopen. En dan hebben we het ook over die andere oorlog. Die op het Europese continent. Want ook daar bepaalt Trump nu wat er gebeurt. Hij trok alle steun aan Oekraïne in na de ruzie in het Witte Huis met president Zelensky. Dus is de druk voor Europa om de eigen defensie op orde te krijgen nog hoger. Europese leiders laten er geen gras over groeien en kondigen aan 800 miljard euro in de eigen verdediging te investeren. En je hoort ook over TSMC. De chipmaker voelt de importheffingen-bui ook al hangen. Daarom kiest het ervoor om 100 miljard dollar in nieuwe Amerikaanse fabrieken te investeren.See omnystudio.com/listener for privacy information.

Mexico, China en Canada kregen allemaal een maand uitstel van president Donald Trump. Hij trok tijdelijk zijn dreigement van handelstarieven weer in. Maar nu is er volgens Trump 'geen ruimte meer' om te onderhandelen. De landen moeten alsnog extra gaan betalen voor alles dat ze naar de VS exporteren. China slaat al terug met eigen heffingen. Ook Canada zegt alle heffingen van Amerika te gaan spiegelen. En wat Mexico precies doet is nog onduidelijk, maar volgens de president staat het al vast dat er een reactie komt. De handelsoorlog is dus een feit. Trump praat de beurzen een flinke depressie aan, want die duiken weer naar de niveau's van vóór de Amerikaanse verkiezingen. Je hoort in deze aflevering hoeveel schade jouw aandelen gaan oplopen. En dan hebben we het ook over die andere oorlog. Die op het Europese continent. Want ook daar bepaalt Trump nu wat er gebeurt. Hij trok alle steun aan Oekraïne in na de ruzie in het Witte Huis met president Zelensky. Dus is de druk voor Europa om de eigen defensie op orde te krijgen nog hoger. Europese leiders laten er geen gras over groeien en kondigen aan 800 miljard euro in de eigen verdediging te investeren. En je hoort ook over TSMC. De chipmaker voelt de importheffingen-bui ook al hangen. Daarom kiest het ervoor om 100 miljard dollar in nieuwe Amerikaanse fabrieken te investeren.See omnystudio.com/listener for privacy information.

Today we had the honor of welcoming back our good friend Dr. Dan Yergin, Vice Chairman of S&P Global, Chairman of CERAWeek, and Pulitzer Prize-winning author of “The Prize” and more recently “The New Map.” He is widely recognized as one of the foremost experts on energy, geopolitics, and the global economy and his achievements and contributions to the energy industry are immense. We were delighted to have an hour of Dan's time to hear his latest insights on the evolving energy landscape and to preview key themes and discussions at CERAWeek, which is kicking off in just under two weeks. This Tuesday, Dan's paper, co-authored with Peter Orszag and Atul Arya, was published in Foreign Affairs titled “The Troubled Energy Transition: How to Find a Pragmatic Path Forward” (linked here). Dan also recently co-authored an article titled “The importance of US LNG for economic growth and the global energy transition” (linked here). In our conversation with Dan, we explore key themes from both pieces, including the challenges of balancing energy security, economic growth, and the global energy transition. We ask Dan for his perspective on today's complex geopolitical environment, the influence of the current U.S. administration on energy and regulation, and global energy competition, including the divide between developed and developing nations, where economic growth and energy access remain a top priority. We touch on key topics and speakers at CERAWeek, including new discussions on trade and industrial policy, the future of aviation fuel, Saudi Aramco's experience with solar, and the growing momentum behind fusion energy, just to name a few. Dan shares insights into the historical context of today's energy transition, emphasizing that it is an energy addition rather than a transition, along with misconceptions about how transitions unfold and the evolving role of critical minerals in global energy policy. We discuss the potential for a resolution in the Russia-Ukraine war, its implications for commodity markets and geopolitical strategy, and the broader complexities of managing volatility in today's rapidly shifting energy landscape. As always, it was our pleasure to visit with Dan and we appreciate his thoughtfulness and optimism for the future of energy. Thank you, Dan, for joining us! Mike Bradley kicked off the show by noting that broader equity markets seem to be entirely focused on AI-related news this week. He noted that rumors earlier this week that Microsoft was cancelling data center leases have slammed the stock prices of IPP & Electrical Providers. NVIDIA reports Q4 results after Wednesday's close, which will set the tone for equities (AI Tech & IPPs) through the end of the week. On the crude oil market front, over the last week WTI price has sunk ~$3/bbl ($69/bbl) on several factors, chief among them being growing optimism of a potential Ukrainian ceasefire. Offsetting this potentially bearish oil news is a growing belief that OPEC will delay April scheduled production increases to 2H'25. He rounded out the conversation by highlighting that the focal story in Energy equities this week is BP's Capital Markets Day (set for Wednesday, details linked here). He noted that BP has previously indicated that the theme for their Capital Markets Day will be a “fundamental reset of strategy” and that investors aren't going to settle for small changes, rather, they're demanding a wholesale retreat from renewables, significant non-core asset sales and a total refocus on fossil fuels. Jeff Tillery also joined and

La Chine est le premier importateur mondial de pétrole. Mais face à un marché contrarié par l'accumulation de sanctions commerciales et des prix qui augmentent dans les pays du Golfe, le géant d'Asie est contraint de s'adapter et se tourne un peu plus vers le Brésil et l'Afrique.  Les dernières commandes passées par les raffineurs chinois montrent un regain d'intérêt pour le Brésil et l'Angola en particulier : ce mois de février, les arrivées de pétrole brésilien en Chine devraient augmenter de près de 50% par rapport au mois dernier et celles d'Angola de 36%, selon les données de suivi maritime du cabinet franco-belge Kpler.Pour les mois de mars et avril, la tendance s'annonce similaire : l'agence de presse Bloomberg cite plusieurs cargaisons attendues en provenance toujours du Brésil, d'Angola, mais aussi du Nigeria, avec en particulier un achat de 20 millions de barils de brut nigérian, par la société publique chinoise de négoce Unipec.Angola, Nigeria, Brésil, KazakhstanCette réorganisation des approvisionnements reflète le durcissement des sanctions sur le pétrole russe et notamment celles prises par les États-Unis le 10 janvier qui visent à entraver un peu plus les exportations de ce brut bon marché. Ces sanctions poussent la Chine à reporter certains de ses achats sur les pays du Golfe où elle se fournit déjà.Mais la demande a été telle qu'elle a très vite provoqué une hausse des prix du pétrole d'Oman, de Dubaï ou encore d'Arabie saoudite – via une augmentation des primes appliquées sur ces origines par rapport au prix de référence des contrats à terme sur le Brent. Les prix pratiqués par le géant Saudi Aramco ont même atteint leur plus haut niveau depuis un an. Cette hausse pousse les raffineurs de l'Empire du Milieu à acheter moins de pétrole de la région en ce moment et à multiplier les fournisseurs.Arbitrages influencés par les tensions avec les États-UnisL'adaptation des raffineurs chinois est aussi provoquée par l'augmentation des tensions avec les États-Unis. Depuis le 10 février, Pékin impose une taxe de 10% sur le brut américain, en réponse aux mesures douanières prises par Donald Trump.Le pétrole américain ne représente qu'une infime partie de l'approvisionnement chinois – soit environ 2% en 2024 –, mais pour ne pas payer la taxe les raffineurs ont intérêt à orienter leurs achats habituels vers d'autres sources. Il n'est d'ailleurs pas exclu, selon plusieurs experts, que des cargaisons de pétrole américaines qui devaient être livrées d'ici au mois de mars soient revendues pendant leur trajet en mer, avant d'arriver en Chine. Une pratique courante dans le milieu du trading. 

Send us a text00:00 - Intro00:53 - xAI Raising $10B at $75B Valuation, Maybe Higher?02:21 - Figure AI Raises $1.5B at $39.5B Valuation  03:13 - Anduril Doubles Valuation to $28B with $2.5B Raise  04:01 - Groq Secures $1.5B Contract from Saudi Aramco  04:35 - Klarna Plans April IPO at $15B Valuation  05:23 - Safe Superintelligence Seeks $20B Valuation  05:59 - Stripe Considers Share Sale at $85B Valuation  06:39 - Eudia Secures $105M for Legal AI Expansion  07:19 - Plaid Plans $300M-$400M Share Sale  08:09 - Harvey Raises $300M at $3B Valuation  08:59 - Mercury Eyes $3B Valuation in New Round  09:39 - Databricks Partners with SAP, Valued at $63.6B  10:35 - Canva Expands Daily Plans, Valued at $33.9B  11:19 - OpenAI Prepares GPT-4.5 Launch, Valued at $300B  

NESTA EDIÇÃO. Brasil avança em ordenamento marítimo, fundamental para o setor de energia. EUA suspendem novas licenças para eólicas. Expansão da geração renovável no Brasil deve chegar a 10 GW em 2025, diz Thymos. Aneel tem primeira reunião de diretoria do ano. Saudi Aramco vê “boa demanda” por petróleo. Petrobras consegue certificação internacional para combustível marítimo com percentual de biodiesel.

Defying the "experts," this week, we survived the Global Trade War (ended the day it started) and dramatic inflationary pressure. U.S. Labor Department reported initial claims for unemployment and those claiming unemployment benefits after the initial week; Kevin has the details. Substantial change is expected in the U.S less-than-truckload sector in 2025 according to market observers and executives, Kevin has the details and offers his insights. Oil reacts to President Trump's pledge to raise U.S. crude oil production and lower oil prices, an expected rise in crude oil inventories, the U.S. Treasury imposing sanctions targeting Iran and Saudi Aramco raising March crude prices for Asian buyers.   

Defying the "experts," this week, we survived the Global Trade War (ended the day it started) and dramatic inflationary pressure. U.S. Labor Department reported initial claims for unemployment and those claiming unemployment benefits after the initial week; Kevin has the details. Substantial change is expected in the U.S less-than-truckload sector in 2025 according to market observers and executives, Kevin has the details and offers his insights. Oil reacts to President Trump's pledge to raise U.S. crude oil production and lower oil prices, an expected rise in crude oil inventories, the U.S. Treasury imposing sanctions targeting Iran and Saudi Aramco raising March crude prices for Asian buyers.   

In December 2024, Bitcoin, one of the earliest cryptocurrencies and undoubtedly the most famous, hit $2 trillion in market capitalization, bigger than Tesla, Meta, and Saudi Aramco. In this episode, Nobel Prize-winning economist and Chicago Booth finance professor Eugene Fama—widely considered the “Father of Modern Finance”—predicts it will go to zero within ten years.Legendary investor Ray Dalio called crypto a bubble a decade ago; now, he calls it “one hell of an invention.” Larry Fink of BlackRock previously referred to Bitcoin as an index of money laundering. Today, he sees it as “a legitimate financial instrument.” Less than 36 hours after launching his own cryptocurrency before his second inauguration, United States President Donald Trump appeared to have made more than $50 billion on paper for himself and his companies. (During his first term, Trump called crypto “not money, whose value is highly volatile and based on thin air.”) Amidst this noise of crypto doubters changing tune, Fama joins Bethany and Luigi to discuss why he remains dubious about Bitcoin's ambitions.Bitcoin uses more electricity than many countries—around 91 terawatt-hours annually. Is this amount unsustainable? What makes its value so volatile, and what are the implications for the banking sector and our economy? If cryptocurrencies' purpose is a reaction to an underlying distrust in financial institutions, can decentralized blockchain, the technological ledger that enables anonymous crypto exchange, fix it? Last but not least, why do supporters of a decentralized service, whose value lies in its existence outside traditional government structures, need to spend billions in lobbying to convince politicians, including the president, of its utility?Show Notes:Read ProMarket's archives on Bitcoin and cryptocurrency.Revisit our prior Capitalisn't episode with author Zeke Faux, The Capitalisn't of Crypto: SBF and Beyond.

Saudi Aramco is to expand its investments in lithium production, officials in Beijing are discussing using Elon Musk as a broker in a potential sale of TikTok's US operations, and KPMG could soon begin offering legal services in the US. Plus, Syria has been flooded with imports in the aftermath of Bashar al-Assad's ousting.Mentioned in this podcast:Saudi Aramco to expand investments in lithium as it diversifies from oilChina discussing using Elon Musk as broker in TikTok dealKPMG readies challenge to US law firmsSyria flooded with Pepsi and Pringles as rulers open economyThe FT News Briefing is produced by Niamh Rowe, Fiona Symon, Sonja Hutson, Kasia Broussalian, Lulu Smyth, and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

This episode of Macro Mondays aired live at 12:30pm GMT on Monday, the 18th of November. Tune in Mondays at 12:30pm UK time to watch Macro Mondays live. On today's episode, James and Will dive into the latest macroeconomic developments shaping global markets. Last week, Bitcoin, S&P 500, and NASDAQ hit all-time highs - but whether this rally will continue is unclear thanks to rising yields. Meanwhile, US Dollar strength is causing havoc with EURUSD & USD Yuan making multi-month lows, and causing more distress in EMG with USDINR at all-time highs. CPI and PPI are both rising for the first time since September 2022. Lorie K Logan from the Fed has said that the US Central Bank will most likely need to make more interest rate cuts. Dogecoin spiked following Trump's announcement of the DOGE (Department of Government Efficiency), co-headed by Elon Musk, it has risen 170% in the last 4 months. Bitcoin is now the 8th-largest asset in the world, just behind Saudi Aramco. We saw mixed Chinese data, strong retail sales but weak industrial production and falling house prices, and OPEC cut their global oil demand growth forecast for the 4th consecutive month. German data continues to look weak, both IFO and ZEW came in below expectations, and UK unemployment has jumped form 4.1% to 4.3%. The team also take a look at the upcoming economic data schedule and the equities market. #macro #macronews #finance #inflation #deflation #Nvidia #stockmarket #stocks #oott #oilandgas #trading #markets #marketanalysis #recession #derivatives #derivativestrading #thefed #housing #housingmarket #gold #china #germany #uk #us #economy #economics #ElonMusk #Trump #Bitcoin #China #Macro #Housing #HousingPrices #crypto #doge #dogecoin

La maggior parte delle nomine annunciate da Trump sono considerate anti convenzionali se non apertamente provocatorie. Con Alessio Marchionna, editor di Stati Uniti di InternazionaleI dividendi di quest'anno della Saudi Aramco sono stati approvati anche se i conti registrano un aumento deciso dei debiti, mentre i prezzi bassi del greggio hanno ridotto le entrate e gli utili. Con Alessandro Lubello, editor di economia di Internazionale.Oggi parliamo anche di:Film • Giurato numero 2 di Clint EastwoodCi piacerebbe sapere cosa pensi di questo episodio. Scrivici a podcast@internazionale.it o manda un vocale a +39 3347063050Se ascolti questo podcast e ti piace, abbonati a Internazionale. È un modo concreto per sostenerci e per aiutarci a garantire ogni giorno un'informazione di qualità. Vai su internazionale.it/abbonatiConsulenza editoriale di Chiara NielsenProduzione di Claudio Balboni e Vincenzo De SimoneMusiche di Tommaso Colliva e Raffaele ScognaDirezione creativa di Jonathan Zenti

Australians under the age of 16 will banned from using TikTok, Facebook and Instagram under new government legislation Saudi Aramco, the world's largest oil producer, has seen its third quarter profits plummet 15% after lower oil prices ate into its margins Coopers Brewery, the Australian owned brewery, has seen its profit jump following a pretty unique alcoholic offering _ Head to helia.com.au/LMI to learn more. Helia Insurance Disclaimer: Information is of general information, and does not constitute legal, tax, credit or financial advice, and is not tailored to a home buyer's specific circumstances. Home buyers should consider their own personal circumstances and seek advice from their professional advisers before making any decisions that may impact their financial position. Lenders mortgage insurance (LMI) is insurance that protects the credit provider, not the home buyer, and cannot be provided to borrowers. Helia Insurance Pty Limited ABN 60 106 974 305 is the issuer of the LMI policy and holds an Australian Credit Licence Number 393269. Helia credit activities are limited to credit activities engaged by it as an assignee in relation to providing lender's mortgage insurance (LMI) products or as a credit provider under the doctrine of subrogation in relation to providing LMI products. The information provided in this article does not refer to a credit contract with any particular credit provider. _ Download the free app (App Store): http://bit.ly/FluxAppStoreDownload the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —-The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Donald Trump and Kamala Harris make their final pitches to the U.S. electorate with rallies in the key battleground states of North Carolina, Pennsylvania and Michigan. Wall Street braces itself with global stocks flat while yields slip and the greenback wavers ahead of today's poll. Boeing workers end their seven-week strike after accepting an improved pay deal. In energy news, Saudi Aramco sees a 15 per cent dip in the third quarter due to weak prices and decreased refining markets. The oil giant does, however, still top expectations and maintains its $31bn dividend. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

WHO'S YOUR CDO? Prof. Christian Farioli is a digital marketing pioneer. Since 2003, as a Lecturer for the Digital Marketing Institute, Informa and PwC, Christian has spoken at more than 130 international conferences, including GOOGLE, NASA and Davos, trained and advised more than 15000 executives in 4 continents, from Armani, Bayer, Jumeirah Burj Al Arab, Huawei, Saudi Aramco, and Ferrari, just to name a few. Additionally, Christian has worked with Oracle in Italy, Spain and Ireland. He now advises clients on Digital Marketing Strategy, Performance & Inbound Marketing and Web Analytics.

In this episode, we're diving into the latest from Saudi Aramco as it commits $100 million to empower AI startups, marking a significant step in Saudi Arabia's tech journey

Headline:- UAE Ascends as a ‘Startup Nation' in Digital Assets: Ruler of Ras Al Khaimah- Saudi Aramco's Wa'ed Ventures Allocates $100M to AI Start-Ups- Abu Dhabi Film Rebate Increases to 35% Amid Regional Competition 

Women's soccer players slam FIFA's partnership with Saudi Aramco over human rights, environmental concerns.King Charles was heckled by Indigenous senator Lidia Thorpe at Australia's Parliament House.It is election day in New Brunswick.

Dopo la decisione della sezione immigrazione del tribunale di Roma di non convalidare il trattenimento dei migranti arrivati la scorsa settimana in Albania, costretti poi a tornare in Italia, il governo di Giorgia Meloni corre ai ripari approvando un decreto legge su migranti e Paesi sicuri. Parliamo di questo e di questa giornata della politica italiana insieme a Barbara Fiammeri, commentatrice politica de Il Sole 24 Ore.Non si arresta il calo demografico: nascite in caduta libera. Con noi Alessandro Rosina, ordinario di Demografia e Statistica sociale alla Cattolica di Milano. Calciatrici alla Fifa: no all’Arabia Saudita. Lettera elle giocatrici di 24 Paesi contro l’accordo di sponsorizzazione di Saudi Aramco, l’azienda dello stato saudita. Sentiamo il commento di Carolina Morace, europarlamentare ed ex-calciatrice e allenatrice. Il maltempo colpisce la Calabria. Ci racconta la situazione Simona Gambaro, corrispondente per la Calabria.

OpenAI schudt weer wat ideologische veertjes af en zet een verdere stap richting een beursgang. Dat wordt cashen voor topman Sam Altman. Hij praat nu met de toezichthouders binnen het bedrijf over het verkrijgen van aandelen in OpenAI. Om dat te laten gebeuren, gooit het bedrijf z'n idealen overboord en verandert het in een winstgericht bedrijf dat ook wel eens iets goeds doet voor de wereld. Prima, maar wanneer kunnen gewone stervelingen beleggen in OpenAI? Ook hoor je welk van de aandeelhouders de baas wordt. Microsoft, Nvidia en Apple zijn zeer benieuwd naar het antwoord... Verder praten we over geheugenbouwer Micron, dat niet alleen zichzelf maar ook zowat elk chipaandeel op aarde omhoog praat. De SSD-kaarten voor datacenters verkochten zó goed dat de kwartaalomzet met 93 procent groeit. Jawel, dat ligt geheel aan AI, dat in die datacenters draait. Het positieve bericht gaf het Nederlandse chiptrio ASML, ASM en BESI flinke wind in de rug, maar tot aan Tokio stonden de chipbeleggers te juichen. Tot slot hebben we het over Shell en de andere oliereuzen. Saoedi-Arabië gooit de handdoek in de ring en gaat de oliekraan opendraaien in december, terwijl het eigenlijk de productie laag wilde houden om te zorgen voor een hogere prijs. Zijn de megawinsten verleden tijd?See omnystudio.com/listener for privacy information.

The future of the industrial economy. In it we cover Generative Engineering, digital twins, AI for the physical world, data that dwarfs the internet, Saudi Aramco the tech giant, and the digital future of heavy industry. Greg Fallon is CEO of Geminus, a company at the forefront of simulating and automating industrial operations through cutting-edge AI technology. Geminus is revolutionizing how industries operate by bringing unprecedented speed and scalability to AI model deployment, with successful implementations in energy, oil and gas, manufacturing, and semiconductors. With heavyweight investors and partners like SLB and LAM Research backing them, Geminus is a key player in the digital industrial landscape. As a proud early investor in Geminus almost six years ago, alongside our friends at The Hive, I've had the privilege of watching this company innovate the industrial complex. Greg, who holds a Master's in Science from the University of Virginia, has a wealth of experience, having held senior executive roles in product and commercialization at both Autodesk and ANSYS—two of the most influential companies in industrial software. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discuss various topics in the energy and oil industry, including Shell's divestment from South African assets, oil majors' roles in the energy transition, and the implications of fracking and renewable energy policies. They highlight the complexity of maintaining profitability across different oil sectors and discuss how companies like Trafigura and Saudi Aramco are vying for control in these areas. Additionally, they touch on geopolitical issues, security concerns in the oil field, and the evolving policies surrounding natural gas and renewable energy in the U.S. and Europe.Highlights of the Podcast00:00 - Intro01:31 - Oil Majors and Traders Vye for Shell's South African Assets04:13 - It's Spreading: America's Top Oil Field Terrorized By Armed Venezuelan Gangs09:05 - An ESG Backlash Erupts in Europe on World's Strictest Rules11:15 - The Golden state of California is turning Brown without continuous electricity14:14 - In Germany, The Green Energy Transition Is Only Getting Worse16:35 - 2024 Election Debate Impact on Energy – Michael and Stu cover the top issues of the debate with special guest Rey ‘RT' Trevino18:39 - Kamala Harris' Position on Fracking (Clip)19:22 - R.T. Trevino's Initial Reaction21:01 - Stuart Turley's Response to Kamala's Statements22:28 - Michael Tanner's Analysis of Fracking and Foreign Oil23:24 - Biden Administration's Energy Policies26:01 - Inflation and Oil Production Under Biden34:16 - Security Concerns in Oil Fields35:00 - Final Thoughts on the Debate 34:46 - Layoffs Loom as Volkswagen Fights for Survival36:35 - OutroPlease see the links below or articles that we discuss in the podcast.Oil Majors and Traders Vye for Shell's South African AssetsIt's Spreading: America's Top Oil Field Terrorized By Armed Venezuelan GangsAn ESG Backlash Erupts in Europe on World's Strictest RulesThe Golden state of California is turning Brown without continuous electricityIn Germany, The Green Energy Transition Is Only Getting WorseLayoffs Loom as Volkswagen Fights for SurvivalFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner discuss major energy headlines, including Biden's approval of a new LNG export license for New Fortress Energy, Saudi Aramco's pursuit of downstream and LNG deals, and Volkswagen's potential closure of German factories due to rising energy costs. They also touch on the financial challenges facing Kamala Harris's inflation strategy, the illusion of cheap renewable energy, and U.S. oil production trends amidst fluctuating oil prices. The episode concludes with a look at broader market conditions and oil price movements impacted by global factors like Libyan oil production.Highlights of the Podcast00:00 - Intro01:32 - Biden Grants First New LNG Approval Since Freezing Permits04:24 - Saudi Aramco Continues to Pursue Downstream and LNG Deals05:59 - Volkswagen's 87-Year Streak of German Production Hangs in the Balance07:50 - The Taxpayer-Funded Illusion Of ‘Cheap' Renewable Energy10:03 - Why Kamala Harris Will Not Bring Prices Down… Her Plan Needs Inflation11:47 - U.S. Oil, Gas Drilling Activity. Oil Production Slip14:27 - Market Updates17:20 - OutroPlease see the links below or articles that we discuss in the podcast.Biden Grants First New LNG Approval Since Freezing PermitsSaudi Aramco Continues to Pursue Downstream and LNG DealsVolkswagen's 87-Year Streak of German Production Hangs in the BalanceThe Taxpayer-Funded Illusion Of ‘Cheap' Renewable EnergyWhy Kamala Harris Will Not Bring Prices Down… Her Plan Needs InflationU.S. Oil, Gas Drilling Activity. Oil Production SlipFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

Quer melhorar a performance da sua carteira e minimizar os riscos? Preencha o formulário para participar da pré consultoria com o meu time de especialistas e conhecer a estratégia de maior sucesso da Levante: *https://app.pipefy.com/public/form/JylJv372* 02/09: A Baixa Continua, 3R +2% e AZUL -18% O Ibovespa caiu -0,80%, para 134.906 pontos, com volume fraco de R$ 15 bilhões, R$ 5 bilhões abaixo da média de R$ 20 bilhões nas segundas. Por que a Bolsa performou assim? 1º. A bolsa abriu caindo bem e foi até 134,5 mil pontos, às 11h40, e se recuperou um pouco fechando ao redor dos 134.906 mil pontos. O que levou a bolsa para baixo? O conjunto de preocupações aumentou com: 1) ampliação do Auxílio-Gás, que elevará os gastos em mais de R$ 10 bilhões por ano, 2) Orçamento de 2025 com os mesmos exageros de 2024, ou seja, receitas superestimadas e despesas crescentes, 3) projeção de inflação maior para 2025, e 4) necessidade de aumento dos juros na próxima reunião do Banco Central em 18 de setembro. 2º. Na B3, apenas três ações subiram entre as vinte mais negociadas: BBAS3 +1%, ELET3 +0,40% e SUZB3 +0,20%. Isso porque a queda foi generalizada desde VALE3 -1,4%, PETR4 -0,90%, ITUB4 -0,80%, WEGE -3%, SBSP3 -0,40% e EMBR3 -3%. 3º. O preço do petróleo recuou -1,5% fechando a US$ 77,5 de US$ 78,8, sexta, dentro do limite da volatilidade diária de -/+2%, em função do anúncio da Saudi Aramco, da Arábia Saudita, de que irá cortar entre US$ 0,50 e US$ 0,70 o preço do petróleo que exporta para China Ásia em outubro de modo a ajudar a refinarias da região a recuperar parte da lucratividade perdida esse ano. 4º. O preço do minério de ferro caiu -4% para US$ 102 de US$ 106 por tonelada, sexta, bem acima da da volatilidade diária de -/+2%, em função do aumento momentâneo dos estoques da siderúrgicas chinesas. 5º. As bolsas americanas não abriram hoje devido ao feriado do Dia do Trabalho. 6º. O dólar à vista recuou 1 centavo, para R$ 5,62 de R$ 5,63, sexta, depois de subir na semana passada de R$ 5,56 para R$ 5,63. 7º. Nos EUA, os títulos de 10-anos não foram negociados em função do feriado citado acima. No Brasil, as taxas de juros dos títulos do Tesouro do Brasil ficaram estáveis com o Prefixado 2031 em 12,25% a.a. MAIORES ALTAS ASAI3 +2.40% R$ 9,80 RRRP3 +1.97% R$ 26,89 IRBR3 +1.94% R$ 49,32 ENEV3 +1.68% R$ 13,35 PETZ3 +1.23% R$ 4,92 MAIORES BAIXAS AZUL4 -18.18% R$ 4,41 BRFS3 -6.02% R$ 24,65 MRFG3 -4.26% R$ 13,94 BEEF3 -3.34% R$ 7,24 WEGE3 -3.32% R$ 52,35 Conheça a Levante Investimentos: Conheça nossas *Séries de Investimentos*: https://lvnt.app/4q3u3b Acompanhe nosso Instagram: https://www.instagram.com/levante.investimentos/ Fique ligado nas principais notícas do mercado no nosso canal no Telegram: https://lvnt.app/zuntm0

Israel's right to self-defense and security, governance in Gaza, the Iranian regime and its network of terror, the Jewish state's relationship with Arab countries in the Gulf, and much more were among the topics of discussion at an AJC-convened panel discussion at the 2024 Republican National Convention in Milwaukee. Listen to an excerpt of the panel, moderated by AJC's Chief Policy Officer and the head of AJC's Center for a New Middle East, Jason Isaacson, along with policy experts Dr. Ken Weinstein, Kirsten Fontenrose, and Rich Goldberg. *The views and opinions expressed by guests do not necessarily reflect the views or position of AJC. AJC is a nonpartisan, 501(c)3 nonprofit organization. AJC does not endorse or oppose political parties or candidates. Episode Lineup:  (0:40) Jason Isaacson, Ken Weinstein, Kirsten Fontenrose, Rich Goldberg Show Notes: Watch: Israel and the Path to Peace - AJC at the Republican National Convention Listen – People of the Pod: Europe at the Ballot Box: Insights and Impact on Jewish Communities and Beyond Follow People of the Pod on your favorite podcast app, and learn more at AJC.org/PeopleofthePod You can reach us at: peopleofthepod@ajc.org If you've appreciated this episode, please be sure to tell your friends, and rate and review us on Apple Podcasts. Transcript of Panel with Jason Isaacson, Ken Weinstein, Kirsten Fontenrose, and Rich Goldberg: Manya Brachear Pashman:  America's political parties are kicking off the 2024 convention season, starting this week with the Republican National Convention in Milwaukee. AJC was on the sidelines of the RNC, with a live program titled Israel and the Path to Peace, moderated by AJC's chief policy officer, Jason Isaacson. Jason is also the head of AJC's recently launched Center for A New Middle East.  Joining Jason was Dr. Ken Weinstein, former longtime CEO of the Hudson Institute and the Walter P. Stern Distinguished Fellow at Hudson;  Kirsten Fontenrose, the President of Red Six Solutions and Senior Director of Gulf Affairs in the National Security Council under President Trump; and Rich Goldberg, Senior Adviser at the Foundation for Defense of Democracies and Director of Countering Iranian Weapons of Mass Destruction for the National Security Council, under President Trump.  Just a reminder: AJC is a 501(c)3 nonpartisan organization and neither supports nor opposes candidates for elective office. A similar program will be offered at the Democratic National Convention in Chicago later this summer. Now onto today's episode: an excerpt from AJC's convention program. Jason Isaacson:   Let me begin by reading to you a couple of passages from the Republican platform, which was adopted yesterday at the Republican National Convention. This is what it said about Israel. Quote, We will stand with Israel and seek peace in the Middle East, we will rebuild our alliance network in the region to ensure a future of peace, stability and prosperity. And then there was, as you may recall, for the Republican platform, his list of 20 promises. And it's described as 20 promises that we will accomplish very quickly when we win the White House and Republican majorities in the House and Senate.  And number eight, on that list of 20 promises is the following, quote: restore peace in Europe and in the Middle East. So let's drill down with our panelists on those two statements in January 2025. That's more than six months away. It may be that the Israel Hamas war will be won over by them, and perhaps whatever conflict is so close to boiling over between Israel and Hezbollah, that that might not any longer be the case, might have boiled over, might be a thing of the past.  But let's say for the sake of argument, that hostilities are in fact, continuing, and let's assume that the Republican Party is victorious this fall. What are you expecting the Trump administration to do to, quote restore peace in the Middle East and to accomplish that, quote, very quickly. And let me begin Kirsten, with you. Kirsten Fontenrose:   Great, thanks so much for having us. All of us like to nerd out about these kinds of topics all the time when we're just grateful that there are other people who are as interested. What I expect to see in America is a revived peace plan. So you all remember the deal of the century, the vision for peace, we will see that come back. If there's a second Trump administration. Not in isolation, it will be part of a larger context.  That will also include assurances about Israel security and governance for Gaza and the like. Why have we not seen this yet? Because no one's asked the Trump team. But that will come back and you will see that. There's an expectation, whether it's naive or not, which we'll see, that there will be a greater receptiveness among the Palestinian population for an economic plan that offers improvements in livelihood after this conflict.  If there is a marginalized Hamas, there'll be more movement in this space for reviving these kinds of ideas. So we will definitely see a revived peace plan, you won't see less attention on this issue, you'll see very top level attention on the issue. You're also going to see, I think gloves off with the Houthis in the Red Sea. The US military has been very careful to make sure that all of our strikes so far had been from a defensive perspective. But you will see, I believe, because the world has not criticized any of these strikes, I think you're gonna see more latitude there. More room for movement for preemptive striking, for instance, because the perception is that for the whole world, this shipping interception problem is just out of hand. So I think we'll see more latitude there. And we'll see gloves come off a bit there.  And then I think you're gonna see some tough talk, frankly, with Prime Minister Netanyahu. President Trump has watched the US be yanked around a bit by the current Israeli government.  And I think you're going to see less tolerance for that recognition that Israel is a sovereign country, but more of an attempt to say the US is the superpower here, and we will be leading the ideas from hence. If we're expected to play a role, we will be leading in that role. What you will see, however, will be interesting to watch as there is division among Trump advisors about a two state solution. So you'll see that be debated out. Jason Isaacson:   Thank you for that. Ken, let me ask you, restoring peace in the Middle East and Europe and doing it very quickly, you've had a very broad focus on a whole range of foreign policy issues at the Hudson Institute and before and since. Tell me how you see that playing out under a second Trump administration? Ken Weinstein:   I'd say first of all, I think President Trump came to the conclusion early on, in his first term, he came in remember, talking about the deal of the century with you know, this peace agreement, he was booed at the Republican Jewish Committees event when he was a candidate.  And he quickly came into office and understood he could not trust Mahmoud Abbas, because of the incitement to terror by the Palestinian Authority and the tensions that were given out, and the pay for slay efforts that the Palestinian Authority has. Whereby people who kill Jews, kill Americans, were getting Palestinian Authority pensions in prisons, for their families and the like.  And so, Trump quickly came to understand that the challenge in the peace process wasn't bringing Israel and the Palestinians together, it was that the peace process itself was misconstrued. The peace process was being used by Middle Eastern governments, in particular, the Iranians, but also the Palestinians as a means to put leverage on Israel, exercise leverage on Israel, by a bunch of people who wanted to see the end of Israel's existence. And Trump quickly reversed that equation.  He understood that the best way to move forward was to remove items from the table such as moving the embassy to Jerusalem, which didn't have any of the backlash that John Kerry and others predicted would happen. And he quickly understood the best way to move things forward was to put pressure on the Palestinians.  Trump's a real estate guy. And so he understands leverage, he understands how to put pressure forth, and how to deter. I think we're going to see much more of that moving forward. We're not going to have a vice president of the United States who's going to get up and say, the Israelis can't evacuate Rafah, it's going to lead to 10s of 1000s of deaths.  And here I actually disagree slightly, I think Trump will actually give the Israelis the latitude they need to finish the mission, which is to destroy Hamas, and eventually bring about a transformation in Gaza, with the assistance of the Saudis. Who were absolutely critical in de-radicalizing Gaza, they have done it successfully themselves, as has the UAE. And so I think we're going to look much more at a regional approach on these issues. Obviously, Iran is going to be, to borrow a term from Joe Biden, President Biden, in the crosshairs of the Trump administration, as they were before. You're gonna see massive sanctions again, we're gonna get them, we're gonna enforce those sanctions. And Rich can talk to this stuff far more deeply than I ever could.  And you're gonna have the Iranians on the run so that they don't feel that they can work with Hamas or work with Hezbollah, to do more damage to Israel. And already we're seeing a deterrent effect on the Northern Front. And also with regard to Hamas.  Because with regard to Hamas, we see that the fear of a Trump administration is leading to a greater willingness to negotiate with Israel. And on the northern front, I think it's less likely that the Israelis will take dramatic action before the US election, knowing that they will not be reined in by an administration that is somehow searching for a delusion of peace with Hezbollah and with Lebanon. Jason Isaacson:   What about peace in Europe? Is is that something that you see, that you can envision under a Trump administration? Ken Weinstein:   First, let me say something with regard to Europe and the Middle East. I think that the Trump administration, the Trump team has been infuriated by this notion of enforcing this ridiculous ICC policy with regard to Israel and those who threatened to arrest Netanyahu. I think you're going to see in places particularly, I can just think of the kinds of actions they'll take in Germany.  I think you can expect individual sanctions on the people who were behind Nord Stream as a sign to not dare mess with Netanyahu, period. And you'll see other actions like that. I know the Spanish ambassadors here with regard to Spain with that we will be taking numbers, as Nikki Haley did so effectively at the UN, and as the Biden team does not.  So with regard to Europe. Look, I think the situation with regard to Ukraine, as President Trump understands it, I think, Trump, you have to understand he comes to this. He's not a policy person. He thinks that policy people like the three of us, four us up here, we lack creativity, we have a sense the policy options run from the letter L or P to the letter Q or R. And in fact, for Trump, they run from A to Z. And so that meant fire and fury in Pyongyang, but it meant eventually potentially beachfront condominiums in North Korea and an economic vitality to North Korea, if it gave up its nuclear program. With regard to Iran, it was maximum pressure, but it was the new Iran deal that got rid of the nuclear program that got rid of the missile program that got rid of regional activities, and that internally reshaped Iran, and led to a new relationship with Iran, with not only the region but the rest of the world. And with China, it was massive tariffs on China, but a new trade deal in the phase one that was gonna get rid of intellectual property stuff, which was at the core of what President Trump saw correctly as the engine of the Chinese economy, and the engine of the China 2025 program. So I'd say with regard to Ukraine, the President is looking at options that will, as he himself has said, he would tell the, you know, the Ukrainians on day one, you've got to, you know, we've got to end the fighting, you would tell Putin, if you don't end the fighting, we're gonna arm the shit out of Ukraine, pardon my French, as he said something along those lines. And I think what we'll see at the end of the day, is a massive program to guarantee Ukrainian security, that is going to take massive security guarantees. But the Europeans are going to have to step up and step up in a very serious way. And we've seen since the announcement of the JD Vance nomination are ready to reaction in Europe, the Europeans, you know, have to understand they're not gonna be able to backchannel they're not going to be able to figure out some way out of this. They're gonna have to be big providers of security guarantees, we will do the same for the Ukrainians as well, but Europe has to take up a big portion of it. And Trump does not, he is not Joe Biden, he's not going to cut and run, as in Afghanistan, he doesn't want to be humiliated on the stage, he understands deterrence, he's going to send a very clear signal to the Russians, as he did to the Taliban. When they were talking about when they were negotiating with the Taliban, Trump was on a video call once with the Taliban leader, and said, I want to make this very clear, you're not to strike at any of our people. And if you do, and hit the button on Play, and he showed a video of I think, the Taliban leader's kid leaving their house to say we're watching you every moment, and we will take care of you. And  there'll be some kind of a version of that with regard to Putin, that's going to be very clear. He was very blunt with Putin behind closed doors, from the White House in particular. And I think there was a good reason why Putin didn't go into Ukraine during Trump's term. And so I think that there's going to be some kind of a square in the circle solution that's going to have to come together. And I've been telling European foreign and defense ministers for the last few months, think about this now, how to do it, how to implement it.  Jason Isaacson:   Ken, thank you so much. Rich, let me turn to you. We've been talking about Iran, and you are an expert on Iran. It happened for years. I didn't see a reference to Iran and the Republican platform. But of course, we know, former President Trump's record on Iran. And Ken has been talking about that. Should he return to the White House next January, what do you foresee on this front to return to maximum pressure, or something more kinetic? And what is your sense of our regional strategic partners priorities? Are our friends in the Gulf hoping for a decisive showdown with Iran? Or are they sufficiently risk averse that they prefer a less confrontational approach? What do you think? Rich Goldberg:   I think if you look at the top lines, right, and you compare the policy, the recipe, if you will, under the Trump administration: maximum pressure on Iran, maximum support for Israel gets you peace, gets you deterrence. And when you flip the narrative and you go to maximum deference to Iran and pressure on Israel, you get conflict in the Middle East. It's not disconnected from what Ken's just talking about in other regions of the world as well, whether in Europe, whether you're in the Indo-Pacific. This comes down to the ability to restore American deterrence. And then you have options. There are a lot of genies that are out of the bottle due to the last three and a half years. Iran today and its nuclear program is at the one yard line of nuclear weapons thresholds. They were not there four years ago. In fact, after the killing of Soleimani, in early 2020, the rest of the year the Iranians never escalated the nuclear program again. They waited until January of 2021. And that's when they started jumping to 20% high enriched uranium. And then they saw nothing's happening to us. So they went to 60% high enriched uranium. They started installing all the advanced centrifuges, they've advanced, so far accelerated to this incredible capacity to produce a dozen nuclear weapons in just a couple of months if they so chose. Plus Intel now coming in that the administration is trying to downplay work on weaponization. There's a lot of genies out of the bottle here that Donald Trump's going to have to try to put back into the bottle.  And that will not be easy. But the formula remains correct. Restore deterrence, have maximum pressure and isolation on the Iranian regime and provide support to your allies. Now, the Gulf Arabs, by the way, the Saudis, the Emiratis, they've made some strategic decisions due to the policies that they saw, sustained by Joe Biden. They've cut deals with the Iranians and sort of cut their own JCPOA. with Iran with the Houthis. I'm not sure they're going to be on board for what's coming next. And they need to make some preparations for the return of a Trump administration and hawkishness towards Tehran and understand that we also won't tolerate them hedging with the Chinese. Now, that comes from the fact that America is hedging on them.  And so there's going to be a lot of parts that have to come together like a puzzle, to try to put Humpty Dumpty back together again, actual restored turns and regain that peace through strength in the region. This is true in the Middle East. It's true in Europe, and it's true in the Indo Pacific. So what is deterrence? I think that's a major question. What is deterrence? Made up of two big things, capacity and will. Joe Biden and Donald Trump both have capacity. They were the commander in chief at some point of the most powerful military on Earth. Nobody doubts that you have capacity when you are the president of the United States. But our enemies do doubt the will. And they test the will early on.  Every single administration gets tested, whether it's China, whether it's Putin, whether it's Iran, they get tested. At some point, Donald Trump got tested by the Iranians and Soleimani is dead. And that changed a lot of things in the world. And over the course of time, the unpredictability, the some of the craziness of the media went hysterical over the red button with Kim Jong Un did get the attention of people like Vladimir Putin. The Taliban tested Joe Biden, and he failed the test. And Kabul fell. And then Ukraine was invaded. And then now in China, they're expanding and starting to harass and actually attack in some ways, the Philippines and Taiwan.  And what are we seeing? Nothing. So, the minute Donald Trump becomes president, when I hear Trump say, just my election is going to start bringing about a change on the Ukraine front, a change in the world. You might have laughed at that.  I think after Saturday, you're not laughing anymore. A picture that if you're Xi Jinping, the Ayatollah, Putin, Kim Jong Un, looking at that on your desk every day of Donald Trump with his fist in the air blood dripping, right after being shot, saying fight. You're not questioning will. And that will be, I think, the big game changer.  Now, they might still test it. And there's a Chinese proverb, which is, you have to kill the chicken to scare the monkey. And I think President Trump might have to kill a chicken. He'd have to pick the chicken wisely. I think it might be the Houthis. That makes no sense to me. There is a national interest, there's a strategic importance to it. And it will game change how you're trying to get the Gulf Arabs back on side, see that we are committed to the security in the Gulf in the broader Middle East, it will send a major signal to Tehran, and it'll be part of that pivot back to maximum pressure on Iran and maximum support for Israel.  Jason Isaacson:   Rich, thank you. But before I turn back to the Abraham Accords, let me ask you, what's your sense of the Saudi and UAE and Bahraini overtures to Iran? Are they just seeking some kind of stability, some kind of channel, but it doesn't have a whole lot of meaning, or what's your sense and how should the US respond? Rich? Rich Goldberg:   I think there is meaning to it. I think that Mohammed bin Salman, the Crown Prince in Saudi Arabia has changed his strategic calculus over the last three years. I think that there was a game changing moment for him when the Houthis were raining down missiles, next to a Formula One race he was hosting out in Jeddah. And you're talking about major investors, world leaders, important people all driving into a race course already there. And you're seeing a ballistic missile explode within your line of sight. And the United States does nothing.  And then Abu Dhabi comes under attack by the Houthis, and the United States does nothing. And they're saying, Wow, they're just at the table trying to give the Iranians whatever they can, they've taken the Houthis off the terror list. They're not defending us anymore. They've pulled the missile defense augmentation that Trump put in, in 2019-2020. And they're still trying to get this nuclear deal done.  What are we doing here? Why are we just waiting around for Godot? Why are we exposed? We should cut a deal here. And why if the United States can hedge on us, can't we hedge on them, and they start cozying up to the Chinese and doing things that we probably don't like very much I need to put an end to. So I think it's very real. These channels are real. They're in a hedge. I think it's taken a while for others that are far more suspicious of Iran, like Bahrain to get on board this strategy. But everybody sort of signed up to this. There's a normalization process with Assad that I think is partially connected to it as well. All of that's going to have to change. You have Donald Trump is back in office. And I don't know that they appreciate that very much. Jason Isaacson:   There's also a recollection of the Trump administration in this reaction or non reaction to this Iranian attack on Saudi Aramco facilities. So it's been a mixed bag. But But first, let me let me let me turn back to you. And we were talking about the Abraham accords before. That was a great foreign policy access success of the last months of the Trump administration, first of the UAE, then Bahrain and then with different terminology, but Morocco and Sudan. As you know, the Biden administration has been vigorously pursuing an effort to normalize Saudi relations with Israel, and objective that was also very much a part of the Trump administration's vision. What are your perspectives on the likelihood of that kind of a deal being closed in the last months of the current Biden administration, if they do move forward on such a deal with the Republicans getting the Senate joined with Democrats in the Senate to support such a deal before the election? Or perhaps in a lame duck session after the election?   Kirsten Fontenrose:   Well that's the big question. So I think if you have a deal that includes normalization with Israel, Saudi us still includes normalization with Israel, it has a shot of getting through, but the closer we get to the election, the smaller that shot gets, because the more Republicans Congress will want to hold out to grant that foreign policy when to potential Republican administration.  But if you have a deal that is being discussed now, as a Plan B, that is just a US-Saudi deal, without normalization. And this is because of the Israeli government's decision, perhaps not to grant that the Saudis are fully on board, you won't get it through, there's just not enough in it. For the US. There are lots of questions about why we'd be granting Saudi assistance with civilian nuclear technology. And a security guarantee, when we're not really getting much out of it. There's nothing in this deal in terms of concrete asks on the relationship with China. And we can really go quite far in blocking Chinese influence in the Gulf by just improving our own foreign military sales process. We don't need to grant security guarantees, the Israeli Saudi relationship is so close right now. It's normalization and everything but public statement and name and that public statement name is important for the follow on effects you have around the world globally and with other Muslim populations.  But in terms of their coordination, they're in a pretty good place. So we're not in some sort of crisis rush to make sure this happens in the next few months, unless you're the Biden team. And you're desperate for a foreign policy win, because your promises on other foreign policy fronts have not borne out.  So I think you will still see this continue, though we have doubled down on the Saudi discussion, if there is a second Trump administration. But you will not see this granting of a deal to Saudi Arabia, even though they are a phenomenal partner. And we are quite close, without more concrete asks that benefit U.S. goals as well. It's not the opinion that just having Saudi on side with nothing we've actually signed them up to, would they grant overflight rights, if things came down with Iran.  We need to make those more specific before we would do something that would require commitment of troops, large resources, equipment, perhaps to the detriment of other partners, we would be able to send those same troops and equipment. So I don't think we're going to see it in the last months of this administration. Manya Brachear Pashman: To hear the rest of the panel, head to the link in our show notes. Another reminder that AJC is a nonpartisan organization and will be at the DNC next month in Chicago. We hope to see some of you there.  Next week on People of the Pod, tune in for our sit down with two Jewish Olympians before they head to Paris for the Summer Olympic Games.

Headlines: -Saudi Aramco's $12.35 Billion Share Sale: Largest Since Record IPO-Qatar Airways Unveils New Stopover Packages for GCC Travelers at $14 Per Person-Emirati-Egyptian partnership launches a $500 million Nile-side development

Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now). 0:00 Tesla Stock is ripping 1:15 Tesla as a Pokemon (my analogy) 2:28 Tesla Cybercab 8/8 Event 2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution 4:50 Shoutout Cybervessel 5:00 Why Tesla might be cheap at $800B 10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society 13:23 Tesla's Growing Intrinsic Earnings Power 16:02 Tesla Energy (Megapack) potential 17:33 Tesla is the Americana Futura vibe we need My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.

Pre-IPO stock valuations = www.x.com/aarongdillon (see pinned post)Pre-IPO stock index fact sheet = www.agdillon.com/index00:07 | Revolut revenue +95% yoy- UK online bank- $553m 2023 pre-tax revenue vs -$32m 2022- $2.2b 2023 revenue, +95% vs 2022 ($1.1b)- $638m 2023 interest income vs $106m 2022- $638m 2023 customer loan book vs $260m 2022- 45m customers as of Jun 2024, 12m added in 2023- $23b secondary market valuation- Out for a $40b primary round now, +75% vs secondary valuation01:30 | Chime acquires Salt Labs- US online bank- Acquired Salt Labs, employee rewards platform- Chime Enterprises will focus on driving deposits and payment volumes through employer relationships- $6.6b secondary market valuation, -74% vs its Sep 2021 last round02:32 | xAI announces new AI models- Elon Musk AI large language model biz- Grok 2 launching Aug 2024- Grok 3 launching Dec 2024- Grok 3 to be trained on 100,000 Nvidia H100 GPUs- xAI has exclusive access to X/Twitter real-time date, a huge differentiator- $23.8b secondary market valuation, flat from its May 2024 round03:37 | Apple joins OpenAI board- AI large language model biz (ChatGPT)- ChatGPT will power Apple Siri- Phil Schiller, head of Apple App Store, will observe at OpenAI board meetings- $104b secondary market valuation, +21% vs its Apr 2024 round04:20 | $300m for Thiel's The Enhanced Games- The Enhanced Games is Olympics + performance enhancing drugs- Peter Thiel is an investor- Raising $300m in debt, equity … valuation not disclosed- 10 sports; freestyle swimming, 100m dash- International Olympic Committee doesn't approve (naturally)05:12 | Klarna wins Adobe deal- Payments and consumer credit company- Klarna buy now pay later product offered to Adobe Commerce merchants- 85% of merchants noted an increase in BNPL usage at online checkouts in 2023- Other Klarna customers = Away, Uber, and Expedia- $10.7b secondary market valuation, +60% vs its Jul 2022 round06:13 | Kapoor new CPO at CoreWeave- AI cloud provider- Chetan Kapoor now chief product officer- Kapoor was previously at Amazon Web Services- $19.8b secondary market valuation, +4% vs its May 2024 round07:17 | Apple, Alibaba AI models on Hugging Face- AI developer solutions platform- Apple adds 20 AI models, 4 data sets to Hugging Face- Alibaba Qwen models now 3 of top 10 on Hugging Face LLM Leaderboard- Hugging Face is the go to platform for AI developers- $5.4b secondary market valuation, +20% vs its Aug 2023 round08:13 | Groq wins Saudi Aramco deal- AI chip and cloud service provider- Huge Saudi Aramco deal win- 70,000 AI developers registered, 19,000 AI applications running- Groq LPUs for inference (vs Nvidia GPUs for training)- LPUs faster responses, lower electricity use- 42,000 LPUs in 2024, 1.5 million LPUs by Dec 2025- $2.8b secondary market valuation, +147% vs its Feb 2024 round- Note: Groq currently closing primary round at $2.5b09:33 | Pre-IPO +0.29% for week, +62.29% for last 1yr- Up week: Ramp +5.7%, Revolut +4.1%, Hugging Face +3.5%, CoreWeave +2.8%, SpaceX +2.8%- Down week: Deel -2.7%, eToro -2.6%, Databricks -2.2%, Wiz -2.1%, Notion -1.4%- Top valuations: ByteDance $285b, SpaceX $194b, OpenAI $104b, Stripe $79b, Databricks $44b10:12 | 2024 Pre-IPO Stock Vintage Index week performance- www.agdillon.com/index for fact sheet pdf- 2024 Vintage Index top contributors since inception: Rippling +107%, Anduril +56%, Revolut +55%, Klarna +45%, Epic Games +37%- Key metric averages for all Vintage Indexes 5 years old or older…440% cumulative return since inception61% realized, distributed to investors5.40 TVPI; 3.31 DPI, 2

Emissions management in energy is in drastic need of improvement. Carbon management is not carried out in an auditable and transparent way, is not standardized for the energy industry. As a result, carbon measures are subject to misinterpretation, claims reversal, misstatements, and greenwashing. Trust in the industry has eroded. A number of leading energy companies embarked on a journey to transform the practices of the industry by adopting new modern digital technologies. Forming a consortium called Blockchain for Energy, the companies set out to design and deploy common interoperable solutions that addressed the industry's more intractable problems. One of its first products is called B4E Carbon, and is a new cutting edge emissions management solution. The solution provides an end to end mechanism for measuring and reporting carbon emissions, for compliance, regulatory, and commercial needs. Data is captured at source, ingested, transformed and stored immutably in an accessible database. The leader of the Consortium is Rebecca Hofmann, an experienced energy executive with a background in multiple dimensions of the oil and gas sector. The Blockchain for Energy (B4E) consortium provides its members with forward thinking learnings and solutions. It collaboratively drives digital transformation by providing members with opportunities to accelerate their digitalization journey. Through collective synergies, B4E seeks to resolve, reinvent, and transform the industry's standard ways of working with external parties. Blockchain for Energy is a safe venue to create transformational change – for the energy industry – by the energy industry. Current B4E members and collaborators include Chesapeake Energy, Chevron, ConocoPhillips, Devon Energy, ExxonMobil, Repsol, Saudi Aramco, Schlumberger, Enovate AI, Emerson ZEDI, Hedera, GBBC/IWA and Tolam Earth. B4E Carbon was developed with the assistance of Enovate AI, founded by Camilo Mejia. With a background in Petroleum Engineering, Data Science, and Business Administration, Camilo has held global executive positions in corporate environments. Enovate AI delivers business and operational process optimization for decarbonization and energy independence through digital engineering and automation. Enovate AI's proven technology model is enabled by the capacity to deliver digital solutions that accelerate a clean, efficient, and diversified energy supply. Enovate AI supports oil and gas, renewables, and CCS operations with an end-to-end digital package from optimization to monetization. Enovate AI supports a cleaner, more efficient, and diversified energy industry through the deployment of effective AI solutions. At Enovate AI we realize the full potential of process autonomy to create a more profitable, sustainable, and environmentally responsible energy industry across the globe. Contacting the Guests:

Andrew and Tom react to this morning's nonfarm payroll data, GameStop volatility, and Saudi Aramco announcing a $11.2B offering. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Charli has treat for you this week listeners as Heather Cykoski joins the pod. Heather Cykoski, Senior Vice President, Industrial and Process Automation, Member of the Executive Leadership Team, leads the Industrial Automation business in North America to be our customer's digital and automation partner for sustainability and resiliency. A passionate global business leader with 25 years of international experience leading multi-divisional, multi-cultural teams across the energy value chain, Heather brings a strong track record of excellence in both business and leadership. She began her career at the Foxboro Company in 1998, as a member of the Professional Leadership Program, with roles in engineering and business development.Starting in 2005, she held several leadership roles at ABB in marketing, sales, and strategic investments. Joining as North American Manager for British Petroleum and Shell in 2007, Vice President, Group Accounts, working with The Dow Chemical Company, successfully executing chemical plants and new investments in Asia, the Middle East, Europe, and North America. In 2010, she led ABB's partnership with Dow Chemical and Saudi Aramco's joint venture in Jubail Industrial City, Saudi Arabia. A partner from concept through lifecycle. In 2012, she managed Group Strategic Project investments including East Africa's liquid natural gas and North America's gulf coast chemical and liquid natural gas investments. Most recently, leading ABB's global Engineering, Procurement, and Construction Industry business. In August 2023, Heather returned to Schneider Electric with a clear mandate to be an “impact maker” in energy transition, harnessing the full portfolio and strength of our company, AVEVA, and strategic partnerships. In addition to her professional experience, Heather is deeply involved in the community and is a fierce advocate of women in STEM. She serves on the Board of Directors of Fluitron and the World of Affairs Council. She has been honored with the Gamechangers Progress Champion Award in 2022 and 2023; WeQual Americas Leadership Excellence Award in 2021 and named a Global Leader of Influence, World Affairs in 2021; 10 Most Influential Women in Technology 2020 and a member of the Global Women's Forum for Economy & Society, Paris France. She holds a Bachelor of Science in Industrial Distribution from the College of Engineering at Texas A&M University and IMD's Executive Leadership from IMD in Lausanne, Switzerland. Read up at EmpoweringPumps.com and stay tuned for more news about EPIC in Atlanta this November!Find us @EmpoweringPumps on Facebook, LinkedIn,  Instagram and Twitter and using the hashtag #EmpoweringIndustryPodcast or via email podcast@empoweringpumps.com 

In this episode, we dive into five of the latest and most impactful stories in corporate finance, offering you key insights into the world of banking and business:Microsoft + Activision Update: How the Call of Duty: Black Ops 6 launch on Game Pass could reshape gaming subscriptions.Brookfield's Renewable Energy Deal: Brookfield's $6.6 billion move to acquire France's Neoen and its long-term impact on the renewable sector.Saudi Aramco's $10bn Share Offering: The significance of Aramco's upcoming secondary share sale and its market implications.Red Bull's Stake in Leeds United: Red Bull expands into English football with a stake in Leeds United FC. What does this mean for the club and Red Bull's sports strategy?Subway's Record Bond Issue: Subway's $3.35bn franchise-backed bond, the largest ever, and its role in financing Roark Capital's buyout.Tune in to get the latest insights!*****Register now for our new Tesla-related M&A Finance Accelerator simulation in partnership with UBS www.amplifyme.com/mafa Hosted on Acast. See acast.com/privacy for more information.

Donald Trump has been found guilty of conspiring to buy the silence of a porn actor and Saudi Arabia is selling roughly $12bn worth of shares in its national oil company Saudi Aramco. Plus, European oil majors are left at a disadvantage in several areas when it comes to M&A. Mentioned in this podcast:Donald Trump found guilty on all counts in ‘hush money' trialSaudi Arabia to sell $12bn worth of Aramco sharesWhy the European oil megamerger has not gushed forthThe FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Ethan Plotkin, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Plus: Israel seizes a key Gaza border crossing ahead of a planned assault on Rafah. And BP and Saudi AraMco report drops in profit amid weak demand and lower crude prices. Kate Bullivant hosts.   Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to this week's episode of Market Mondays! Today, we dive into a range of hot topics from the latest in tech and energy profits to intriguing financial insights. First up, we discuss our futures trading tip of the week, offering essential advice for traders. We'll also analyze Boosie's comments on the American economic situation, exploring the need for lifestyle adjustments and corporate layoffs in today's economy.In tech news, Meta's substantial loss in their metaverse division has raised eyebrows, but what does this mean for investors? We contrast this with Tesla's earnings surge and ponder the reasons behind these divergent paths. Additionally, Google's impressive ad revenue this quarter has us asking: are we bullish on its future?Turning to global powerhouses, we explore how Saudi Aramco's staggering profits compare to tech giants like Meta, Nvidia, Amazon, and Tesla, and discuss its potential to become the world's leading company. Also on deck, we look at emerging tech in telecommunications with the Solana phone challenging Apple, and whether Nvidia can maintain its industry lead.For the metal enthusiasts, we evaluate if now is the right time to invest in US Steel.Plus, don't miss our exclusive interview with John W. Rogers, Jr., Chairman and Co-CEO of Ariel Investments. From his early passion for investing to his strategic insights and his role in promoting business diversity, John shares valuable lessons and strategies for investors at all levels.#MarketMondays #InvestingTips #TechNews #GlobalEconomy #FuturesTrading #GoogleBullish #SaudiAramco #Nvidia #USSteel #JohnRogers #ArielInvestments #MetaLoss #TeslaEarningsOur Sponsors:* Check out Monarch Money: monarchmoney.com/MONDAYSSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

We are absoultely blessed to have an amazing and humble Nayab Sultan join us on the Conversation this week. Genuinely one of the biggest honours I have had to speak to someone who has achieved so much to help humanity. Just listen. That''s all I can say. Just listen.Dr. Nayab Sultan is a certified Health, Safety, Industrial Hygiene, and Environmental Sciences Professional with licenses in Occupational Medicine1. He has over 35 years of global experience across 60 countries and several sectors including construction, engineering, mining, tunnelling, oil and gas, process industries as well as trade unions and governmental and non-governmental organizations.During his extensive career, he has worked with organizations of all types ranging from global leaders to small family-run businesses2. His clients have included ABB, Saudi Aramco, Shell, BP, British Coal Board, Tata Steel, Imperial College London, Jaguar Landrover, Dubai Dry Docks, Georgia Pacific (Pulp and Paper), Fujitsu, Canadian Union of Public Employees (CUPE1978, Victoria), Capital Regional District, Metro Vancouver, Tuvalu Seafarers Union, and the Ministry of Labour, Government of Uganda.Dr. Sultan is currently a Research Fellow at the University of Birmingham in the Geography, Earth, and Environmental Sciences department3. He is also an Examiner for the National Examinations Board for Occupational Safety and Health in Leicester, GB3. He serves on the Research and Ethics Committee at the Pacific Coast University for Workplace Health Sciences in Port Alberni, British Columbia, Canada.He has also been a Visiting Professor at the University of Malawi's School of Applied Sciences, Department of Environmental Health3. He has been a Course Reviewer and Instructor, and a Course Developer at the Pacific Coast University for Workplace Health Sciences.Dr. Sultan holds a PhD in Occupational Health, Safety, and the Environment from the University of Birmingham3. He also has a Master of Research (MRes) from the University of Hull, and an M.Sc. in Occupational Health, Safety, and the Environment from the University of Birmingham3. He completed his M.Phil by Research at the University of the West Indies.He is an international expert in work-related ill-health and occupational diseases, and a subject matter expert in Silica Dust Management, Silicosis, and Silica-Induced Diseases.Dr. Sultan is a member of several professional organizations including the South African Society of Occupational Medicine (SASOM), the Canadian Society of Safety Engineering, the International Commission on Occupational Health, and the Institution of Occupational Safety and Health.LinkedIn: https://www.linkedin.com/in/nayabsultan/Website: http://www.global-hse.com/YouTube: https://www.youtube.com/@drnayabsultan Thanks for listening. We have some great guests coming up in future pods so get ready to learn. Until next time, enjoy the rest of your week, and stay safe. https://plus.acast.com/s/health-and-safety-conversations. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we talk about extended markets and a very data heavy week. Nvidia dethrones Saudi Aramco to be the 3rd largest stock in the world and we do a comparison of today's Magnificent 7 stocks to the Dotcom. This episode is presented by Kelly Chia (Deputy Head of Research, Asia).