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Ten million barrels a day offline. Qatar’s LNG trains in ruins. Brent past $120. The ceasefire changes the headlines — it does not change the damage....
How once-unimaginable catastrophes become baseline assumptions There is a particular kind of hubris that infects markets in the long stretches between catastrophes. Volatility compresses. Risk premia...
Applications close May 27, 2026. TechCrunch Disrupt runs October 13–15 in San Francisco. The clock is already ticking — and the smartest founders I know aren’t...
The Physical Market Is Screaming What Futures Won’t Admit On the afternoon of April 7, 2026, as President Donald Trump’s 8:00 p.m. deadline for Iran loomed,...
Anthropic Mythos, the most powerful AI model any lab has ever disclosed, arrived this week draped in the language of altruism. Project Glasswing — the initiative...
Singapore and Australia’s legally binding LNG and diesel supply agreement is rewriting Indo-Pacific energy security. Here’s why this deal matters far beyond both nations’ borders. When...
The Fuel Shock That Rewrites the Rules There is a particular kind of clarity that arrives only in a genuine crisis. Not the manufactured urgency of...
When the Biggest Buyer Becomes the Biggest Seller There is a particular kind of irony that only central bankers and historians fully appreciate. For the better...
Perplexity’s ARR surged past $450M in March 2026 after a 50% monthly jump, driven by its AI agent “Computer.” Here’s what this pivot means for Google,...
The future of a $28 billion industry hangs on a negotiation neither side seems able to finish. And that, more than any algorithm, is the real...