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14:55
Energy Geopolitics
Russia Condemns U.S.-Israeli Strikes on Iran, Exposing Limits of Moscow-Tehran Alliance
Moscow's rhetorical condemnation of the attacks reveals the transactional nature of its relationship with Tehran, as energy markets brace for retaliation across a region that…
based.geopolitics · 8 min read
07:33
Energy Geopolitics
Geneva Talks Show Progress as US-Iran Nuclear Deal Remains Elusive
Third round of indirect negotiations yields 'significant progress' but deep divisions persist over uranium enrichment, sanctions relief, and regional security amid massive US military buildup.
Daily Wire · 9 min read
14:38
Energy Geopolitics
Gulf States Front-Run Iranian Supply Risk with Highest Crude Exports Since 2022
Saudi Arabia and UAE accelerate shipments to 16.1 million bpd amid renewed tensions, while insurance costs surge 60% for Strait of Hormuz transit as markets…
based.geopolitics · 8 min read
10:24
AI Energy
Can Space Solve AI’s Energy Crisis? The Physics Say No
Tech giants are betting billions on orbital data centers to escape terrestrial power constraints, but fundamental engineering barriers and environmental trade-offs suggest they're just moving…
based.macro · 7 min read
20:23
Energy
Idle US Rigs Find New Life Abroad as Shale Economics Force International Pivot
With domestic rig counts down 30% since 2022 and bonus depreciation phasing out, American drilling contractors are shipping equipment to Argentina and Saudi Arabia to…
based.macro · 7 min read
Markets via Yahoo Finance / CoinGecko
S&P 500 6,606 -0.3%
NASDAQ 22,091 -0.3%
BRENT $105.90 +2%
GOLD 4,663 +1.3%
BTC $70,251 -0.3%
DXY 100.0 +0%
EUR/USD 1.1489 +0%
10Y UST 4.26% +6bp
Crypto Fear & Greed
11
Extreme Fear
Infrastructure
AWS
Azure OK
GCP OK
Cloudflare Degraded
GitHub OK
OpenAI OK
Anthropic OK