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Oil prices are lower this morning after Ukrainian President Zelenskiy said that the US, Russia and Ukraine will meet in coming days for trilateral team meetings. WTI dropped below $60 as Zelenskiy urged Russia to be “ready for compromises.” Any breakthrough to end Moscow’s war in Ukraine could iron out supply disruptions and end sanctions on
THE CANADA-ALBERTA MEMORANDUM OF UNDERSTANDING Contributed by Robert Lyman © 2025. Robert Lyman’s bio can be read here . EXECUTIVE SUMMARY The Memorandum of Understanding signed by the Canadian and Alberta governments on November 27, 2025 has been warmly welcomed by the media and many in the Canadian public as a document that could end
A bipartisan group of lawmakers has proposed creating a new $2.5 billion agency to accelerate U.S. production of rare earths and other critical minerals, according to AP and MSN. The effort comes as the Trump administration has already taken aggressive steps to weaken China’s control over materials vital to high-tech products, electric vehicles, and advanced
Bank of America upgraded Oklo from Neutral to Buy following Meta’s recent, massive nuclear deal. According to the BofA report ( available to pro subs ), Meta’s agreement with the hyperscaler provides investors with “tangible evidence advanced nuclear is moving from concept to execution.” Meta prepaid $25 million for Phase 1 of Oklo‘s nuclear campus
If there’s anything Republicans and Democrats can agree on, it’s how to spend money. Both parties created the federal budget deficit and contributed to the looming $38 trillion national debt, but President Donald Trump’s administration is actively working to close it. Since the budget is essentially financed by taxpayers, closing the gap means reduced borrowing
While president Trump took military force over Greenland off the table (for now at least) during his Davos speech, this makes a bruising diplomatic showdown virtually assured. And ahead of whatever trade escalation the Trump admin may announce next, EU leaders toughened their position and want the European Commission to ready its most powerful trade
By Molly Schwartz, Cross Asset Macro Strategist at Rabobank Macron spoke at the Davos Summit yesterday decked out in 2009 Louis Vuitton “Pilot Attitude” aviators with blue lenses. While c’est chic, it could also serve as a subtle nod to the five hazardous attitudes of pilots, which can lead to their ultimate demise: anti-authority, impulsivity
The pandemic agenda, important to maintaining a healthy market for mRNA vaccines, is reliant on a general sense of fear and urgency to achieve success. Mitigating against this is the decline in infectious disease and dearth of recent naturally derived pandemics. With Covid-19 fading and looking worryingly unnatural in origin, the pandemic industry is developing
U.S. natural gas futures are on pace for the largest weekly increase on record, according to Bloomberg data spanning more than 35 years. An Arctic air invasion of the eastern half of the US, combined with the increasing risk of a major winter storm stretching from Texas through the Mid-Atlantic and into the Northeast by
De Beers, the world’s largest diamond mining company, has warned of a prolonged downturn in the gem industry after cutting prices for the first time since 2024. Botswana is the epicenter of De Beers’ diamond production, and declining output alongside falling prices is set to put significant pressure on the southern African nation’s finances. On