1973-74 oil embargo
Source: QE Infinity @StealthQE4
BREAKING: Private credit
Source: Trend Spider
BREAKING: Oil just slipped back below $100.
It traded as high as $119 this morning...
The G7 may be preparing the largest oil reserve release in history.
G7 finance ministers held an emergency call to discuss a coordinated release of strategic petroleum reserves led by the IEA. The U.S. and two other countries support releasing 300–400 million barrels—25–30% of reserves and more than double the previous record. WTI crude briefly spiked to $120 before dropping to $102.5, while U.S. gasoline rose to $3.45 per gallon. This would be the largest emergency release in history. Source: Global Markets Investor
After Iranian suicide drones struck a French naval base in the UAE today, France has now decided to send its Charles de Gaulle
With the aircraft carrier strike group to the Eastern Mediterranean to defend the region against the Iranian threat It will also use Rafale jets to defend allies and counter Iranian drones amid rising Middle East tensions. Source: Saturn World News @SaturnWorldNews
Germany, where spot gas prices have surged to above €60 per megawatt hour.
That makes natural gas roughly 6 times more expensive here than in the US. Source: Bloomberg, HolgerZ
Interesting
Source: Zineb Riboua on X
Everyone keeps saying AI is a bubble.
We hear it on repeat. “Hyperscalers are spending too much.” “AI demand isn’t real.” “This won’t justify the investment.” Maybe. But pause the debate for a second. Have you looked at Anthropic’s ARR chart recently? The company behind Claude is sprinting toward $20B in annual recurring revenue. And the curve is… absurd. Not steady growth. Not normal SaaS growth. This looks like a vertical takeoff. If the trajectory holds, it might become the fastest company in history to reach $20B ARR. Source: Andreas Steno Larsen
