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The Oil Market Could Be Weeks From a Breaking Point
Three and a half months after the blocked Strait of Hormuz created the worst oil supply disruption in history, oil prices remain below $100 per barrel amid hopes of an imminent U.S.-Iran deal. It’s not only hopes that have been keeping prices much lower than a sudden disappearance of 13 million barrels per day (bpd)…
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China’s Fusion Reactor on Track for Ignition by 2027, Threatening U.S. Lead
China is working toward a major nuclear fusion milestone that will put it leagues ahead in the global race to unlock the ‘holy grail’ of clean energy. The Experimental Advanced Superconducting Tokamak (EAST) is reportedly on track to achieve ignition in 2027, potentially making the tokamak the first nuclear fusion reactor in the world to…
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The Hidden Supply Chain Behind Every SpaceX Launch
Ahead of the SpaceX IPO, Rothschild & Co Redburn analyst Tony Jones published a note on space propellant economics and identified an industrial-gases giant that is well positioned to dominate the market for rocket propellants and mission-critical launch gases as SpaceX’s Starship launch cadence gains momentum and the broader space economy is set to double…