Wall Street is tuning into Exxon (XOM) and Chevron (CVX) earnings this Friday, but they aren’t looking for a spreadsheet; they are looking for a war map. Following the dramatic US removal of Nicolas Maduro earlier this month and President Trump’s vision for $100 billion in fresh American investment, the focus of the energy sector...
The “Doctor” is in, but the diagnosis is manic. Benchmark copper on the LME surged 11% on Thursday to a historic high of $14,527.50/ton, marking its biggest one-day gain since November 2008. But unlike a typical bull run driven by consumption, this rally is being fueled by a brutal short squeeze and speculative frenzy that...
While the world focuses on the energy transition, The Carlyle Group is making a massive bet on energy security. Reports indicate Carlyle is poised to acquire the bulk of Lukoil’s foreign assets—an international portfolio of oilfields, refineries, and fuel stations initially valued by analysts at $22 billion. The deal is a race against the clock,...
While Nordic peers retreat, the world’s largest sovereign wealth fund is doubling down on American debt. Norges Bank Investment Management (NBIM), which oversees Norway’s $2.2 trillion oil fund, reported that its US Treasury holdings swelled to $199 billion (9.4% of the fund) in the second half of 2025. This buying spree comes despite CEO Nicolai...
Another European life sciences contender is crossing the Atlantic. Agomab Therapeutics, the Belgium-based developer of fibrosis treatments, has set terms for its US IPO. The company is targeting a valuation of up to $828.5 million (“AGMB”), aiming to raise ~$212.5 million as the 2026 biotech listing window widens. 💊 THE LEAD ASSET: ONTUNISERTIB Investors are...
The “friendly” take-private deal is dead in Japan. Toyota Motor’s attempt to acquire its affiliate Toyota Industries (TICO) has turned into a high-stakes battleground. Despite sweetening the bid by 15% this month to 18,800 yen per share (~$27.8 billion), activist giant Elliott Investment Management is digging in its heels, arguing the offer still undervalues the...