There is no return to normal on oil any time soon - column by Amrita Sen of Energy Aspects here. "Volatility will remain elevated and we see crude prices continuing to rally until the point demand is curtailed" www.ft.com/content/b33b...
Inside one of the wildest days the oil market has ever seen - Malcolm Moore rpts www.ft.com/content/6b0a...
Lionel Barber's ideas for the future of the BBC lionelbarber.substack.com/p/the-future...
suspect we are going to hear a lot about stagflation, particularly after Friday's job data - @elerianm.bsky.social here on the risks. www.ft.com/content/4184...
At the risk of boring everyone,a little context.
$100 oil in isolation isn’t that bad. It averaged around that level from 2011-2014 without severe economic ramifications*.
It’s the pace of the rise that has people spooked. And not knowing where it might stop.
on Kharg Island- the tiny coral island that is Iran’s oil lifeline that has been left untouched in the US and Israeli bombing campaign www.ft.com/content/1355...
A stronger stagflationary wind is blowing through the global economy as oil prices surge past $100 a barrel. - @elerianm.bsky.social column here. Suspect we will hearing a lot about stagflation www.ft.com/content/4184...
helluva an adventure from the FT travel editor Tom Robbins - skiing down the Monte Rosa, a huge massif that sits on the Swiss-Italian border - described as "the most impressive, most dangerous, most difficult — but also most beautiful — descent in the Alps”. www.ft.com/content/3fc3...
the Kinahans also featured in a podcast series by @miles-johnson.bsky.social in late 2023 www.ft.com/content/4040...
maybe there should be less focus on the influencers of Dubai and more on the likes of Kinahans - this is a remarkable investigation, tracking them down through an AI-powered facial recognition search by the Times and Bellingcat www.thetimes.com/world/irelan...
The Mansfield Town scorer Will Evans only turned professional at age 24 in 2022
This story should probably get more attention - @jamiesmythft.bsky.social rpts anlaysts are warning Trump’s decision not to refill the Strategic Petroleum Reserve drained by Biden has left consumers exposed to an oil price shock www.ft.com/content/d546...
Here at the Fed, we are rationally exuberant to celebrate your 100th birthday with you. Happy birthday, Alan Greenspan!
youtu.be/lp1sJDa5MsI
an interview here from last year with Mathias Döpfner, chief executive of Axel Springer, which has just agreed to buy the Telegraph www.ft.com/content/cb1c...
Media group Axel Springer is poised to agree a £500mn deal for the Telegraph in a move that will scupper the proposed acquisition of the UK newspaper group by the Daily Mail - FT scoop by @danielthomasldn.bsky.social @arashmassoudi.ft.com James Fontanella Khan www.ft.com/content/e5cb...
super impressive...you have a very cool daughter - her mother's genes?
The billionaire ‘buccaneer’ braving the Strait of Hormuz - report by @jamie-john.ft.com Malcolm Moore and @nassosstylianou.bsky.social. Shipping is such an interesting business www.ft.com/content/dd34...
From @duncanrobinson.bsky.social's take on the schadenfreude over the plight of British expats in Dubai www.economist.com/britain/2026...
"This doesn’t end with total capitulation, total victory. This likely ends with a very messy security situation, with heightened risk lingering for weeks and months." - @emile-hokayem.bsky.social here in this excellent podcast with @gideonrachman.bsky.social www.ft.com/content/7318...
Looking forward to Arsenal fans counting every time a Hürzeler team goalkeeper goes down in a match or producing data how many times his current goalkeeper has done it.
this was a great chart from the year book too. As Rob says: " But if you think the market is concentrated now, have a look at the market in 1900, when it was basically a forum for owning bits of railroads. " www.ft.com/content/1693...
"The day the UBS Global Investment Returns Yearbook appears is something like Christmas Day for sad markets nerds." - @robarmstrong.bsky.social here on some of its findings this year. One ignore geopolitics
Arsenal are 10 points better off than last season in the equivalent results after winning tonight. City are 11 points better off. If both teams match last season's results to the end of the season, the points tallies will be:
84 Arsenal
82 Man City
Phew - that was a very long second half. Very tough league.
Supply chain disruption will be a big problem from the Iran war and the closing of the Strait of Hormuz - often coming in ways that might not be well known. Ie this example in the FT live blog www.ft.com/content/9a9b...
We done a pod innit
Me + @robarmstrong.bsky.social + FT oil nerd @jamiesmythft.bsky.social on The Obvious featuring:
-oil 📈
-Gas 🚀
-anyone fancy piloting a ship through the Strait of Hormuz? Anyone? 🚢
-markets 🤮
-sausage rolls 🥧
-2026 is going *just great* 👍🏻
open.spotify.com/episode/3h5w...
sorry....
Guys, the Italian unemployment rate has just fallen below the UK's.
Restarting tanker traffic through the Strait of Hormuz is not going to be quick even with US military escorts and government insurance schemes, experts tell the FT www.ft.com/content/e006...
