WOILY, an eye on the geopolitical chessboard: 40 stories covered between 2026-09-01 and 2026-10-01.
😲 A US-led #Oil agreement signed by #Trump secures 100-year concessions across 17 fields in #Venezuela, covering 65 billion barrels of crude. The deal transfers control over a fifth of proven reserves. Twenty percent of national crude reserves locked into a single century-long contract.
Source: @BBCWorld🫨 President William Ruto ordered #Tata Chemicals to end operations in #Kenya after 100 years, citing insufficient local investment. The government plans to bring in two new companies for glass and chemical manufacturing in Kajiado. Century-old foreign corporate concessions are no longer secure.
Source: Reuters🫨 In a 2013 referendum, 99.8% of Falkland residents voted to remain a British territory. With extraction at the Sea Lion #Oil field scheduled within 2 years, #Argentina is moving to sanction participating operators. Sovereignty disputes follow resource development.
Source: @BBCNews😲 U.S. employers added 162,000 #Jobs in August, more than double the 65,000 expected by economists, while the unemployment rate held at 4.1%. Rapid hiring momentum complicates monetary easing plans for the #US.
Source: @CBSNews🫨 Government forces in #Yemen carried out 15 air strikes on Friday against #Houthis positions in Taiz and Hodeidah to counter an offensive toward the Bab al-Mandeb Strait. Direct state air intervention opens a new military front around the shipping choke point.
Source: @AlJazeera😲 The Monetary Authority of #Singapore proposed a new regulatory regime requiring issuers of #Stablecoins to maintain 100 percent reserve assets. The framework prohibits interest payments on token balances and mandates quarterly stress tests. Non-yield reserves become the baseline.
Source: Substack😲 China's Ministry of #Finance is injecting 40 billion yuan ($5.96 billion) into state institutions. Ex-Im Bank receives 30 billion yuan, while insurer Sinosure gets 10 billion yuan to support trade in #China. State capital moves directly to fortify trade infrastructure.
Source: @ChinaDaily😲 A Bank of Korea study shows #Binance holds 69% of global USDT and USDC exchange deposits. Listing fiat-stablecoin pairs on the platform correlates with a 0.33 percentage-point reduction in local currency premiums. Global crypto liquidity directly impacts sovereign exchange rates.
Source🫨 US envoys Jared Kushner and Steve Witkoff met Volodymyr Zelenskyy in #Kyiv after a 3-hour session in Moscow. The visit marks the first direct US peace delegation to #Ukraine since February 2022. Parallel talks signal an accelerating diplomatic push by Washington.
Source: @AJEnglish🫨 #Iran targeted 3 #oil tankers in the Strait of Hormuz in retaliation for strikes on its vessels, six months into the conflict. Direct attacks on commercial shipping turn the world's vital crude transit corridor into an active target zone.
Source: The Straits Times🫨 The #EU committed 200 million euros to #Greenland over two years for energy and infrastructure, countering U.S. sovereignty claims. EU budget support is set to reach 580 million dollars from 2028. Brussels is buying strategic insurance in the Arctic.
Source: @latimes😲 The US Department of Energy granted a $1.9 billion loan to NextEra Energy to restart a 615-megawatt #Nuclear plant in #Iowa by 2029. Rising data center demand is driving federal funds back into retired reactors. AI power needs are now rewriting energy policy.
Source: UA.NEWS🫨 The #UK will ban imports of goods from Israeli settlements as Israel moves to build 1,200 new homes in the West Bank. In response, #Israel threatened to close the British consulate in Jerusalem. Economic sanctions are turning directly into diplomatic rupture.
Source: @BBCNews🤕 The #UK Treasury sold £4bn of 30-year bonds at a 5.82% yield, the highest borrowing rate for the maturity since 1998. Rising sovereign debt costs leave less room for public spending.
Source: @guardian😲 ExxonMobil and Angola's ANPG have discovered #Oil at the Vicango Este-01 well in Block 15, drilled to a depth of 940 metres about 370 km northwest of Luanda. Deepwater drilling continues to yield reserves in #Angola's most productive offshore basin.
Source: @CNBCAfrica🫡 The 35-member board of the #IAEA voted unanimously to close its investigation into secret nuclear activities in #Syria. The decision ends a file open since June 2011, when Damascus was reported to the UN Security Council. The resolution was submitted by four Arab states.
Source🫨 USGS data shows #China processed 87% of global rare earths in 2024 and supplied 71% of US imports from 2021 to 2024. Washington is now backing processing in #Kenya to build alternative supply chains. Breaking a processing monopoly requires refining capacity abroad.
Source: @thedeepdive🫨 OPEC August output reached 19.71 million barrels per day, down 640,000 barrels per day from July. Planned expansions failed as export disruptions and US sanctions on #Iran curtailed shipments of #Oil. Official quotas remain detached from physical supply realities.
Source: Reuters🫨 US wholesale #Inflation accelerated in August as the Labor Department reported the Producer Price Index rose 5.4% year-over-year, up from 4.8% in July. Monthly PPI increased 0.4%. Input costs are passing directly through supply chains before reaching consumers.
Source: @AP😲 Nasdaq Ventures agreed to invest $100 million in Payward, parent of exchange Kraken, at a $21 billion valuation. The investment backs a stock #Tokenization framework targeted for launch in Q2 2027. Traditional exchange infrastructure is moving directly on-chain.
Source: genfinity.io🤕 India's consumer price #inflation stood at 4.82% in August compared to 4.45% in July, marking a tenth consecutive monthly increase. Food inflation reached 5.95%. #India relies on imports for nearly 85% of its fuel needs. Policy margins are vanishing.
Source: CNBC😲 Dangote Petroleum Refinery opened Africa's largest IPO at 5,250 naira per share, seeking a 65.22 trillion naira valuation for the #Nigeria facility. The retail offer for the continent's key #Oil asset runs through October 13. A private refining monopoly goes public.
Source: @guardian🫨 The US holds 75% of global AI compute capacity while #Europe controls 5%. ECB President Christine Lagarde warned that relying on foreign infrastructure leaves the continent vulnerable to sudden supply cuts. Digital sovereignty is impossible without physical hardware.
Source: @guardian😲 US prosecutors filed a complaint to forfeit $61 million in laundered crude proceeds. The filing alleges #Iran funneled over $1.5 billion in illegal #Oil revenue through crypto accounts in China. Digital networks are now the operational back office for sanctioned energy trades.
Source😂 A White House CEA study shows banning interest on the $300 billion #Stablecoins market would increase total bank lending by just 0.02%. Of $54.4 billion moving to deposits, only $2.1 billion becomes new loans. Regulatory bans offer banks virtually no new lending power.
Source: finance.biggo.com🫨 A Pentagon watchdog report shows the US spent $22 billion on #munitions between February and June, triggering strategic inventory shortfalls during the war with #Iran. Official claims of unlimited stockpiles face immediate operational constraints.
Source: @BBCNews😲 The FBI has seized $17 billion in cash, #Crypto and assets from international scam operations, Director Kash Patel told a Senate hearing. Federal authorities also indicted 100 individuals across four joint overseas operations. Enforcement scale is expanding into global networks.
Source😲 U.S. crude inventories decreased by 600,000 barrels to 423.4 million barrels for the week ending September 11. Total #Oil stockpiles in the #US sit 1% above the five-year average, counter to an API estimate of a 7.14 million barrel build. Official data and trade estimates diverge.
Source: @OilPriceApp🫨 The Federal Reserve raised its benchmark interest rate by a quarter percentage point to a target range of 3.75% to 4%. This marks the first rate increase since July 2023 to address #Inflation above the 2% target. Borrowing costs resume their upward momentum in the #US.
Source: @WJLA😲 The Bank of #Japan raised its main interest rate by 25 basis points to 1.25%, bringing borrowing costs to a 30-year high. Decades of zero-interest policy in Tokyo are officially over.
Source: @XTB🫨 The #IAEA General Conference elected 11 new countries to its 35-member Board of Governors for the 2026-2028 term, adding states including #Kuwait, Brazil and Nigeria. The rotation reshapes voting power inside nuclear energy's primary regulatory body.
Source: Latest news from Azerbaijan🫡 The Bank of England will unwind £368 billion in #Bonds by September 2034, targeting a £46 billion average annual runoff via £20 billion in active sales and maturities. £120 billion was set aside to back banknotes. Central bank balance sheets are shrinking for the long haul.
Source😲 In August, #China power use hit 1.033 trillion kWh as #electricity demand for EV charging jumped 51% and data centers rose 38%. Industrial use grew 2.7%, offsetting a 4.0% drop in residential demand. Industrial digitization is shifting the grid baseline.
Source: Briefs Finance😲 The European Central Bank launched Pontes to settle #Blockchain transactions in central bank euros. The #ECB will also invest a portion of its €23 billion own funds portfolio in tokenized debt securities. Central bank money is moving on-chain.
Source: Crypto News🫡 Binance acquired 1.24 million shares in Circle for $100 million at $80.84 per share under a 5-year deal. The contract includes monthly incentive fees paid to Binance to expand #Stablecoins adoption across its platform. Distribution power in digital assets is now explicitly monetized.
Source: CNA🫨 The People's Bank of #China cut its pledged supplementary lending rate by 0.25 percentage points to 1.5%. The PSL facility provides low-cost financing to state policy banks to support targeted lending and property sector projects. Policy banks now carry the burden of economic support.
Source: @AP🫨 The Reserve Bank of #Australia set its interest rate at 4.6%, a 15-year high. Governor Michele Bullock attributed the move to external shocks from the Iran war and domestic spending driving #Inflation. Global supply shocks leave central banks with few alternatives.
Source: SMH.com.au🫨 US annual core #Inflation stood at 3.0% in August against 3.3% expected, while second-quarter #GDP growth reached 2.2%. Easing price pressures alongside expanding economic output leaves central bankers with a complex macro backdrop.
Source: Reuters🫡 According to the Dallas Fed Q3 survey, U.S. #Oil and gas production increased during the third quarter. WTI crude averaged a closing price of $86 per barrel over the period, spanning between $67 and $107. Output expands even when market visibility disappears.
Source: @OilPricecom😲 The #Oil business activity index fell to 38.8 in Q3 from 46.1, according to a Dallas Fed survey of 125 energy firms in #Texas. Sector expansion persists at a slower pace under cost pressures. Rising costs cap the pace of Permian expansion.
Source: Dallas News