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Intelligence for the New World Economy

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Intelligence for the New World Economy
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Europe bakes in a punishing heatwave

A heatwave across Europe prompted a partial alcohol ban in France and the cancellation of public World Cup watch parties in Spain.
A person cools off from a public fountain near the Colosseum during a heatwave in RomeGuglielmo Mangiapane/Reuters

Ukraine attacks trigger Russian fuel shortages

Ukraine is hammering Russia’s oil infrastructure, triggering fuel shortages and increasing gas prices.
A satellite image shows fire and smoke rising from oil tanks in CrimeaVantor/Handout via Reuters

Former IEA chief says world faces a ‘third oil shock’ despite US-Iran deal

Nobuo Tanaka says the Hormuz crisis has accelerated a seismic shift in the global energy order, but business leaders can learn from it.
International Energy Agency logoSarah Meyssonnier/Reuters

Pakistan’s diplomatic chops on display

Pakistan, once cast as a diplomatic pariah by the West, took on a lead role mediating between the US and Iran to produce a deal.
Billboard in Islamabad. Akhtar Soomro/Reuters

Vance becomes the face of the US-Iran deal

It’s a move analysts say will likely hurt his political future given mounting criticism from conservatives over the agreement.
Vice President JD VanceEric Lee/Reuters

Iran’s energy weapon worked

The US-Iran truce proves Tehran’s energy weapon was powerful enough to take on the world’s mightiest military and come out ahead.
A man walks next to a symbolic mock-up of an Iranian missile, on a street in Tehran.Majid Asgaripour/WANA via Reuters

Saudi-US mining company turns to Iran

The fund is turning to mineral supplies from Kazakhstan and Pakistan that could be useful for the postwar reconstruction of Iran.

Trump defends Iran deal after markets forced his hand

US officials cautioned that either side could walk away before a final deal, and Trump threatened to bomb Iran if they misbehaved.

Hormuz will never really be open again

The global energy trade will never be the same.

Oil prices hit three-month low over US-Iran truce

Several major banks cut their oil price forecasts.

US-Iran deal relieves energy markets

Trump insisted the Strait of Hormuz will reopen toll-free on Friday, but many stakeholders remain cautious.

Top US windfarm begins commercial operations

The SunZia Wind Project in New Mexico will generate 3.65 gigawatts of electricity, enough to supply around a million homes.

2026 World Cup could be the hottest and dirtiest ever

Climate change and the risk of extreme heat could affect players’ performances in the largest World Cup ever.

Rising trade barriers could reshape China’s clean tech investments

Tariffs, localization requirements, and other trade barriers abroad are making a pure export strategy trickier to sustain.

Poorer nations face fertilizer hit as prices soar

Around 30% of global fertilizer supplies flowed through the Strait of Hormuz before the start of the Iran war.

One of Trump’s key oil market fixes is about to break

An uncomfortable energy deadline is looming for the White House.

Oil prices ease as Israel and Iran pause strikes

There still remains little sign of progress toward a full reopening of the Strait of Hormuz.

Uranium mining market heats up amid nuclear-powered data centers bet

The gap between supply and demand in uranium production is widening.