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Is oil refining becoming a global energy bottleneck, and is the United States not far from imposing an export ban?

Is oil refining becoming a global energy bottleneck, and is the United States not far from imposing an export ban?

The wars in Russia and Ukraine, as well as the wars in the Middle East, are simultaneously impacting the global oil refining system, causing diesel supply shortages and soaring prices. The United States is facing pressure to become the "last resort," while calls are growing across the US

Oracle's $18 billion AI loan is being sold at a discount, highlighting the pressure on its AI financing chain.

Oracle's $18 billion AI loan is being sold at a discount, highlighting the pressure on its AI financing chain.

Distribution of a syndicated loan of approximately $18 billion for Oracle's Project Jupiter data center in New Mexico has stalled, with bank offers falling to 89 to 91 cents per cent, corresponding to a loan value of approximately $16 billion to $16.4 billion. Oracle's stock

Saudi Arabia has found another "oil transport route," but at a high cost.

Saudi Arabia has found another "oil transport route," but at a high cost.

The East-West oil pipeline was forced to shut down after a drone attack, forcing Saudi Arabia to rely on the Strait of Hormuz's "relay oil transport" solution again. However, the high costs and increasingly tight equipment supply make this fallback option challenging. Pipeline bombed, Red Sea

As the Bank of Japan raises interest rates, hedge funds are bullish on the yen for the first time in over a year.

As the Bank of Japan raises interest rates, hedge funds are bullish on the yen for the first time in over a year.

Hedge funds have made a significant shift in their stance on the yen, turning net long for the first time since July 2025, reflecting a profound change in market sentiment following market intervention by the US and Japanese authorities. According to Bloomberg, data released by the U.S. Commodity Futures

UBS raises AI capital expenditure forecast: approaching $1 trillion by 2026, with 90% of the increase coming from memory price hikes.

UBS raises AI capital expenditure forecast: approaching $1 trillion by 2026, with 90% of the increase coming from memory price hikes.

UBS has significantly raised its forecast for AI capital expenditures, with the sharp rise in memory costs being the core driver of this round of spending expansion. Its impact is profoundly changing the structure and economic logic of the AI investment cycle. According to UBS's latest estimates, global

The dollar posted its strongest week since June as the Federal Reserve raised interest rates.

The dollar posted its strongest week since June as the Federal Reserve raised interest rates.

The US dollar strengthened significantly this week, recording its best weekly gain since June, with the Federal Reserve's signals of continued interest rate hikes being the core driving force. According to Bloomberg, the Bloomberg Dollar Spot Index rose 1.1% this week, driven by strong U.S. economic

From "Slowing Down" to "Accelerating"! Astra seizes 13% market share in two weeks; Anthropic considers launching a new model before its IPO to counter the challenge.

From "Slowing Down" to "Accelerating"! Astra seizes 13% market share in two weeks; Anthropic considers launching a new model before its IPO to counter the challenge.

Just seven days after announcing a "slowdown," Anthropic is already facing pressure to disrupt its release schedule. According to Reuters, Anthropic is evaluating the possibility of releasing its new model ahead of schedule, given that OpenAI's new model GPT-6 Astra has seen a sharp decline in