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Daily Archives: 10/19/2026

Конец нефтяной ренты: выдержат ли экономики экспортёров переход к новой энергетике?

"The sooner we get our energy from anything besides oil, the better chance we have of not exterminating ourselves. I doubt the species lives long enough to die from climate change. That's what I think." Season 1, Episode 7 "Lioness" Выражение «избавиться от нефти» вводит в заблуждение: «рынки» перераспределяют капитал в зависимости от изменения доходности…

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Beyond the Petrodollar: The Hidden Signals Reshaping Gold Markets

The dominant source remains macro-narrative, but quantitative trading requires microstructure layers missing from the "petrodollar → gold" narrative. Since May 2026, vessels, including VLCCs and LNG carriers, have switched off AIS transponders to cross the Strait of Hormuz in small groups, sometimes under |...| coordination; by August 2026, 62% of tanker crossings occurred with AIS…

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