ImaWikimedia.ge Credit: Santeri Viinamäki, CC BY-SA 4.0, Russia’s oil story has taken a sharp and unexpected turn. What initially looked like a financial lifeline driven by global tensions is now colliding with a new and costly threat from Ukraine, creating ripple effects that extend far beyond energy markets and into the global automotive ecosystem. When…
I’ve been closely following the oil market for over a decade. Despite my extensive industry knowledge, I have no idea where oil prices will go from here. I can easily see a scenario where oil tops $200 a barrel if the war escalates and there are indefinite closures to the Strait of Hormuz and the…
(Bloomberg) — Chinese investors hunting for the next artificial intelligence winners are looking beyond high-flying chipmakers to the utilities and metal producers that form the industry’s physical backbone. The shift toward the sector’s supply chain — from power generators to materials used in data centers — reflects growing concern over lofty valuations in pure-play AI…
(Bloomberg) — Asian equities came under pressure after a tech selloff hit Wall Street Friday, with chip shares among the losers. Hong Kong was an outlier as Alibaba Group Holding Ltd. surged. The MSCI Asia Pacific Index slipped 0.2% with chipmakers pushing the Nikkei-225 index down by 1.8%. Samsung Electronics Co. and SK Hynix Inc….