"The market is not content with betting on the end of the automobile; it is actively financing its replacement infrastructure."…
The Brent oil market shows an extreme divergence between the paper price (futures contracts) at $109 and the physical price…
The “return of Russian oil” refers to the U.S. Treasury’s series of short-term General Licenses (GL 133 issued March 5,…
The U.S. Treasury's General License U (issued March 20, 2026) is explicitly designed to exert downward pressure on oil prices…
Predictions for the 2026 midterm elections are overwhelmingly negative for the Republican Party (GOP). Trump's approval rating is between 42…
UBS analysts forecast a significant increase in gold prices, predicting a rise of 20% to reach $6,200 per ounce by…
The US Treasury issued a temporary waiver on restrictions for certain stranded Russian oil shipments, announced around March 12-13, 2026,…
L'activation d'une campagne militaire soutenue par les États-Unis contre l'Iran durant la fermeture des marchés occidentaux constitue un événement de…
Le commerce pétrolier russo-indien a connu une évolution spectaculaire. De marginal (0.1-0.3 mb/j en 2019-2021), il a bondi à 0.8…
1. RÉSUMÉ EXÉCUTIF L'année 2026 représente un tournant majeur pour les actifs numériques avec la finalisation des cadres réglementaires clés…