Energy, commodities and finance of related infrastructure
Joined December 2012
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Bora Barıman retweeted
Brent’s breakout above $110 sparked debate over escalating geopolitical risks. @raadie66 warned of renewed Iran conflict, while @reziemba highlighted vulnerable Gulf energy infrastructure and expanding international investments by national oil companies. @bbariman examined the Fed’s inflation-employment dilemma, questioning whether AI investment and higher interest rates could undermine economic growth in 2027.
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#OilPrices #BrentCrude #EnergyMarkets #IranConflict #GeopoliticalRisks #EnergySecurity #MiddleEast #GulfEnergy #OilAndGas #FederalReserve
Bora Barıman retweeted
France has taken over the UK’s undesirable lead in the largest yield surge since the start of US-Israel attacks on Iran, while also pushing Italian yields above the UK’s (please see the FT chart below).
That said, the absolute level of UK government bond yields remains the highest in the G7 as markets eagerly await next week’s budget.
#economy #bonds #France #UK #Italy #markets @FT
Bora Barıman retweeted
News that UK public borrowing exceeded forecasts comes just a week ahead of the much-anticipated first budget for the Andy Burnham government:
The British government borrowed £24.5 billion in September, above ONS projections.
Also compounding the pressure on the budgetary formulation process:
Total debt has reached £3 trillion for the first time in history.
#economy #uk #debt #markets #budget
Bora Barıman retweeted
BREAKING: UK government approves the Jackdaw natural gas field in the North Sea — the project, which is effectively built already, was previously quashed over its climate impact.
Next test for London is the approval of the Rosebank oilfield project.
Bora Barıman retweeted
Middle East oil exports have, according to the WSJ, "surpassed prewar levels," yet Brent is still at $109. Why?
• Supply doubts: Traders fear current flows aren't sustainable, as noted in the subtitle below.
• Demand pressure: Sovereign and corporate inventories are depleted and urgently need rebuilding.
#economy #oil #energy #markets @wsj
Bora Barıman retweeted
From the FT:
"Investors are racing to buy credit default swaps to protect their portfolios in the event the AI boom unravels....
In a sign of investors’ increasing unease over the borrowing binge, the cost of buying CDS on many AI-linked companies has hit record highs this month."
#economy #markets #tech #bonds @ft
Bora Barıman retweeted
From the @FT: "Cracks are appearing in America’s debt-laden $10tn AI infrastructure boom as project delays, public backlash and shaky investor confidence bring a reckoning for the data centre build-out underpinning the US economy."
IMO, what makes all these issues even more interesting is that no matter how they evolve, there are significant economic, financial, social, and geopolitical implications
#economy #markets #tech #ai
Bora Barıman retweeted
Over the past 2 decades Europe's refining capacity dropped by around 25%...because the focus then was on the energy transition, and now it's back to reality. The upstream sector is an essential component of energy security. #OOTT
Bora Barıman retweeted
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Bora Barıman retweeted
BP announced this morning write downs of as much as $4.5 billion linked to its failed investments in green energy (to be fully disclosed during 3Q earnings)
Bora Barıman retweeted
As I indicated in my previous post, the U.S. Treasury confirms the U.S. is lifting sanctions on Russian diesel exports (including into the U.S.) until April 2027.
Bora Barıman retweeted
Australia’s ‘postcard from the future’ of big batteries ft.trib.al/c5zpUaI
Bora Barıman retweeted
Open AI is now gladly admitting their systems are full of bugs. No more talk of strange sentient new creatures
Bora Barıman retweeted
Quite insane how the mainstream media has bought the idea that AI acts on its own and thus the companies writing these scripts should be exempt from liability. The scrips “misbehaved”. They “tried”. The makers of the scripts did not know anything
Add is a bad subject-verb-agreement error for adds. The subject is revelation, not incidents. @AnaSwanson @kateconger @ceciliakang
Bora Barıman retweeted
AI is the best business ever invented. Imagine being a manufacturer of industrial chemicals and being able to say “my chemicals went rogue” every time a question of lability is present
Bora Barıman retweeted
Flying under many radars for now, but probably not for long:
The Japanese Yen has weakened back to 159 per U.S. dollar (CNBC chart), approaching the established FX intervention zone.
This matters far beyond Japan for a key reason right now:
Japanese foreign exchange intervention typically involves selling US securities to buy Yen, potentially adding yield pressures to an already sensitive Treasury market.
#economy #markets #japan #yen #bonds #yields
