Daily Management Review
Economics

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...

Copper prices on the London Metal Exchange hit new record

Copper prices soared to an all-time high on Tuesday due to worries about metal supply shortfalls outside of the U.S. Three-month copper futures on the London Metal Exchange (LME) increased to $14,617 per tonne, exceeding the prior record established only the day earlier. Futures have increased by...

Supply Disruptions Are Not Enough to Keep Oil Above $100

Oil markets are showing why a major physical supply disruption does not automatically translate into a sustained move above $100 a barrel. Even after months of conflict and repeated threats to shipments through the Strait of Hormuz, the global benchmark has struggled to remain decisively above that...

US Sanctions Target Iran’s Airlines, Aircraft Access and Foreign Networks

The United States has significantly expanded pressure on Iran’s aviation sector by sanctioning 36 targets, including 27 Iranian airlines and foreign companies accused of helping carriers obtain aircraft, cargo services and aviation technology. The move is broader than earlier measures against...

Gold shipments from Russia to Hong Kong hit record high

According to the Financial Times, citing trade statistics from the Chinese special administrative region (SAR), Russia exported almost 100 tonnes of gold to Hong Kong during the first seven months of 2026. The newspaper highlights that this is a record number, nearly three times greater than the...
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