Polish Entrepreneurs Put $130 Million Into an SMR Venture Whose First Reactor Has Already Slipped From 2030 to 2032
The entire BWRX-300 programme, in Poland, Tennessee and the UK, rests on one reactor under construction in Canada.
Distillate Stocks Fall to 105.2 Million Barrels, 14% Below Average, as Refinery Runs Drop to 92.5% Without Any Export Ban
Crude built while every product drew hard, the signature of refiners cutting throughput. That is the outcome an export ban...
Turkish Fund Paying 4% a Month Freezes Redemptions, Trapping Payroll Cash for 455,000 Investors Including an Erdogan Ally
A money-market fund returning nearly twice the peer rate was treated as low-risk. In cash management, excess yield is the...
Goldman Routes a $100 Billion Treasury Fund Into Crypto Plumbing Without Tokenizing It as Bitcoin ETF Inflows Collapse to $30 Million
A crypto fund manager argues the AI economy will run on blockchain rails. The week's own headlines complicate that case.
EV Electricity Use Grows Just 8% as Sales Fall 19% in the Half After Federal Tax Credits Expired
Power demand from electric vehicles is rising at its slowest pace in at least three years, against 24% growth as...
Bitcoin Closes Its Best Quarter Since 2024 Up 43% With Open Interest at a March Low and Puts Stacked at $75,000
Traders are buying October calls and December downside protection at once, which describes a market expecting a rally then hedging...
Modi and Trump Hold First Call Since June as a New US Law Allows 100% Tariffs on Buyers of Russian Oil
India cannot resolve this through trade concessions alone, because the exposure runs through its energy sourcing rather than its bilateral...
Seven Truth Social ETFs Hold $110 Million and Drew Under $5 Million This Year While Dan Ives Single Fund Passed $1 Billion
Yorkville is assembling a merchant bank around Trump-linked products, crypto, AI and a retail-famous analyst, with ambitions far ahead of...
Trump to Announce $200 Billion of Korean Energy Investment Including Eight Nuclear Plants, With Seoul Yet to Confirm
The package covers eight reactors, a 6-gigawatt Texas plant and $54 billion for an Alaska LNG project that still has...
Global Capital Funding US AI Boom; Foreign Investors (Asia SWFs, Gulf, Pensions) Deploying ~$500B (Bonds $250B + Bank Loans $250B); JPMorgan Flags Off-Balance-Sheet Risk; 5 Hyperscalers Concentration; Asia Inference Demand Close-to-Users; Energy Bottleneck Gas Turbines
JPMorgan's Charles Wu (SuperReturn Singapore): foreign banks/institutional investors (Asia, Gulf, pensions, SWFs, insurance) funding US AI capex expansion (~$1T total)....
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