Daily Management Review
Economics

China’s Technology Push Deepens the Divide Between Production and Consumption

China’s latest economic performance highlights a structural tension that is becoming increasingly important to its growth model: the country is becoming more capable of producing advanced goods, but its domestic economy is struggling to generate enough demand to absorb that capacity. The strength...

Exxon raises 2030 LNG sales forecast to 50 million tons per year

ExxonMobil Corp., located in the U.S., has increased its prediction for liquefied natural gas (LNG) sales, anticipating robust long-term demand in Asia and other regions, despite the ongoing Middle East conflict leading some countries to reassess their dependence on this fuel. Peter Clarke, Senior...

US Trade War Pushes Canada to Rebuild Its Investment Model

Prime Minister Mark Carney's effort to attract global investors to Canada reflects a deeper economic challenge than simply raising foreign investment. The country is trying to reduce the vulnerability created by its exceptionally close dependence on the United States at a time when tariffs, trade...

Gulf Energy Routes Are Losing Their Strategic Backup

The latest escalation around Saudi Arabia, Yemen and the Strait of Hormuz points to a deeper weakness in the Gulf energy system: alternative export routes are becoming vulnerable at the same time as the region's main maritime chokepoint remains under pressure. The postponement of planned regional...

IEA raises forecast for global oil supply drop in 2026 to 5.7 million bpd

According to analysts at the International Energy Agency (IEA), global oil supplies in 2026 are expected to decrease by 5.7 million barrels per day (bpd) to 100.7 million bpd, as noted in the organization's latest monthly report. A month prior, they predicted a decline to 102 million bpd;...

Goldman Sachs, Citi, Barclays expect another ECB rate hike in December

Experts from Goldman Sachs, Citigroup, and Barclays predict that the European Central Bank (ECB) will increase key interest rates by 25 basis points in December to help return Eurozone inflation to the 2% goal. Furthermore, analysts at Citi predict an additional interest rate increase in March...

Global Power Constraints Driving Data Center Interest in Patagonia

The growing power requirements of artificial intelligence are prompting technology companies and infrastructure developers to examine an unlikely location for future data centers: Argentina's Patagonia. The region is not yet a major data-center hub, and most of the projects being discussed remain...

Shrinking Buffers Causing Oil Price Surge Exposed by Houthi Strikes on Saudi Sites

The rise in oil prices after attacks on Saudi energy facilities was not primarily a reaction to the barrels immediately put at risk. It reflected a more consequential change in the global oil market: the mechanisms that normally absorb a regional supply shock are themselves becoming vulnerable....

China’s Huawei and Xiaomi Challenge Apple’s Premium Push With New Foldables

Huawei and Xiaomi have moved aggressively to strengthen their positions in China’s premium smartphone market, unveiling new foldable devices just days before Apple entered the category with its first foldable iPhone. The timing gives the Chinese manufacturers more than a product launch advantage:...

US-Canada Trade War Escalates as Trump Targets Bombardier

President Donald Trump’s threat to shut Bombardier out of the United States unless the Canadian aircraft manufacturer builds jets on American soil goes beyond another tariff dispute with Ottawa. It signals a more demanding version of his trade strategy: access to the enormous American market is...
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