Tous les articles du Bureau Magna sur trade : 57 articles, enquêtes et analyses au même endroit.
The Bank of Japan raised rates to 1.25% — and the yen dropped 2% into the 157s. When tightening weakens your currency, the textbook is on fire.
InfoCopper smelter fees collapsed to historic lows. Western miners ship raw ore east because domestic smelters cannot afford to run.
InfoOne closed valve has cut Libya's biggest oilfield by two-thirds. In a world already short of oil, the Petroleum Facilities Guard just reminded everyone…
InfomBridge, CIPS, UPI, PIX: the parallel settlement rails are already installed. A three-perspective investigation on optionality, not confrontation.
InfoXi left Washington with a two-month trade truce. Trump got a veto over Greenland's minerals.
InfoBrent north of $105, the Fed raising rates for the first time in three years, and a pipeline in flames.
InfoNine months ago the OECD expected inflation to converge and AI to save growth. Now it sees sticky prices, an AI capex bubble, and trade policy as pure…
InfoRussia's and Germany's foreign ministers met for the first time since the invasion of Ukraine.
InfoIndia and OPEC just held their seventh energy dialogue in New Delhi. The subtext: the world's fastest-growing oil customer is done being a price-taker.
InfoTwenty million barrels a day through one strait. Spare capacity, shadow fleets, and war-risk insurance. A three-perspective investigation.
InfoWith the Black Sea a shooting gallery, Russia and Ukraine are both rerouting grain through Baltic ports.
InfoThe Supreme Court struck down the president's emergency-powers tariffs 6–3, and Trump answered within 24 hours.
InfoChina's central bank pumps a trillion yuan a day into banks through Golden Week — its biggest liquidity backstop ever. Why Beijing is flooding the system.
InfoWater shortages forced smelters at Indonesia's giant Morowali nickel park to cut stainless-steel feedstock output, rattling prices.
InfoReuters tallies show visible tanker traffic through the strait at single digits and freight rates at records.
InfoThe dollar index hits an eight-week high and the 10-year Treasury yield crosses 5% — unseen since 2007. Gold falls below $4,300. The Fed arithmetic, in full.
InfoEU storage sits at 70% — twelve points below last year — and the energy commissioner is telling governments to dim the lights and cool the radiators. With Hormuz blocked and prices near triple their p
InfoAt 12:01 a.m. Tuesday, three presidential proclamations took effect banning Canadian alcohol, dairy products and motorcycles — the first outright import prohibitions of the trade war, resting on a Dep
InfoJapan's top FX diplomat told markets Monday that the yen's slide is sending 'a very clear message' — the sharpest intervention warning yet, with the currency near 157 and July's joint operation with W
InfoSuspected share-price manipulation triggered a liquidity crisis that forced regulators to liquidate 100+ investment funds. Asset freezes are being lifted, a ruling-party deputy chair resigned, and Erd
InfoBrent rose for a second straight session past $105 while Gulf crude exports hit 12.8 million barrels a day, the highest since February. The diplomats talked; the tankers found another way.
InfoUnder Operation Delta Sentinel, the Nigerian Navy recovered 33,800 litres of stolen petroleum products and shut two illegal refining sites in Rivers State. The theft economy is old; the pressure is ne
InfoMexico will buy more US goods and cut its reliance on Asian suppliers ahead of the USMCA review, Sheinbaum said — with a record $102.6 billion bilateral surplus and Trump's tariffs on the table in Was
InfoBrazil's president promulgated the free-trade agreement with the EFTA states by decree on September 23. It takes effect October 1 for Brazil and Iceland, November 1 for Norway — ten rounds of talks si
InfoThe president called oil palm a 'miracle crop' as Indonesia locks in the world's first B50 biodiesel mandate, ends diesel imports, and moves to monopolize palm exports under the state. Fifty-seven pro
InfoChina's cabinet pledged 'stronger counter-cyclical measures' Monday to defend its 4.5–5% growth target — as Washington and Beijing each cut $30 billion in tariffs and opened an AI incident channel. Th
InfoThe Wall Street bank expects the central bank to start cutting on Oct 22 and take the policy rate to 35% by year-end — if September CPI lands near 2.2% monthly. Energy prices, up 6%, are the swing ris
InfoRio Tinto and China's Baowu opened a $2 billion, 25-million-tonne iron ore mine at Paraburdoo this weekend. In a decade of decoupling talk, the ore that built modern China still ties the two countries
InfoSeven producers keep October output flat ahead of the Oct 4 meeting — Saudi Arabia at 10.478 million barrels a day. But the real negotiation is the 2027 quota architecture, and whether spare capacity
InfoEleven days after the CBN cut rates by 350 basis points to 23%, banks parked over 7 trillion naira at its overnight window. Private credit shrinks in real terms while the naira holds at 1,328.
InfoThe peso has slid to 17.76 per dollar — a five-and-a-half-month low, down 5% since early September. Banxico held at 6.50% and refused to follow the Fed mechanically. The trade that loved Mexico is lea
InfoGross sales from Leviathan, Tamar and Karish hit $1.46 billion in Q2, up 44% on the quarter. The Eastern Mediterranean's gas machine is now a fiscal pillar — and a diplomatic one.
InfoTreasury Secretary Bessent says Tehran's last sanctioned crude deliveries will reach China within two weeks. Operation Economic Outcast has run since July 14 — and this is what the end of an oil empir
InfoAbout 120 surveyor reports are still pending under September's mandatory rare-earth content checks, the smelter group FINI says. Jakarta's anti-corruption assay is holding up nickel, bauxite and tin s
InfoCiti says Friday's jobs report and Wednesday's PCE won't decide the October 28–29 meeting; September's core CPI on Oct 14 will. Markets price a 64% chance of a second straight hike — if Washington let
InfoThe September manufacturing PMI is expected at 50.1 — barely expansion, but expansion. With the State Council promising incremental stimulus and the data landing Wednesday, Beijing is managing expecta
InfoBOJ insiders see hikes coming 'faster and more regularly.' October 29–30 has a one-in-three shot — Thursday's Tankan survey is the tripwire.
InfoUS households now fund 6.8% of all consumer spending from stock-market wealth — twice the 2019 pace — as portfolios turn into paychecks.
InfoUK diesel has broken £2 a litre — the national index reads 200.3p, the RAC calls a record, and Trump is weighing a 90-day suspension of US diesel exports to…
InfoDonald Trump told Axios he expects talks with Tehran this week — days after rejecting Iran's plan to reopen the Strait of Hormuz. His logic is patience as…
InfoThe 10-year Treasury yield hit 5.1%, its highest since 2007, on a hot September PMI; markets now price another Fed hike in October at up to 73%.
InfoQatari mediators held separate talks with both sides on Monday; Iran's foreign minister expects Washington's answer by Tuesday night — while Middle East…
InfoParliament speaker Mohammad Bagher Ghalibaf drew the line on Tuesday — as a ship took fire in the Strait of Hormuz, Qatar called the war's toll…
InfoThe US president says China is 'dumping' weapons into the hands of narco-terrorists killing Americans — hours before confirming a face-to-face with Xi in South Korea. Accusation and embrace, on the sa
InfoThe president torpedoed an Axios report that he would trade sanctions relief for nuclear concessions. Brent is up 14% this month — and Qatar's shuttle diplomacy just got harder.
InfoFor the first time in the country's history, a woman will form the government. The Marrakesh mayor inherits a coalition puzzle, a $20 billion World Cup deadline, and a youth that stayed home on electi
InfoSpodumene fetched US$2,105 a tonne — up 92% in three months. The miner raised output guidance across iron ore, lithium and mining services, and the ASX battery boom is back.
InfoIran said Wednesday it had received the US reply to its seven-day Hormuz plan; Foreign Minister Araghchi laid it before President Pezeshkian at a cabinet meeting. The same day, the rial crossed 2.5 million to the dollar
InfoA minibus in Gaza City bore the brunt — six dead, fifteen wounded. Apartments, shelters and streets were hit across the Strip in a single day of violence under a truce that reads thinner by the week.
InfoMoscow says work is "under way" on transferring Ankara's Russian air-defence systems to a third country — a move that could unlock Turkey's return to the F-35 programme and end the alliance's ugliest
InfoProducers are expected to freeze November quotas at Sunday's meeting while Saudi Arabia pumps 3.5 million barrels a day through its desert pipeline, bypassing a shuttered Strait of Hormuz.
InfoNearshoring keeps pushing record freight across the US-Mexico border — but a crackdown on drivers, visas and licenses is shrinking the fleet that carries it.
InfoThe Taibah station was hit at 5:11 am Tuesday, knocking one transformer out of service; the coalition calls it a Houthi 'terrorist act' against the holy cities, the Houthis call it a lie — the gravest
InfoRussia has hit Kyiv's Southern Bridge two days running; Ukraine has answered at a Volgograd refinery. The trenches are quiet. The infrastructure is the front.
InfoAt $1.1237 the euro sits at a 17-month low — and the market has named the culprit: France. As the 10-year OAT flirts with 5% and the spread over Germany hits crisis-era wides, the bond vigilantes are
InfoOn Beijing's orders, Chinese refiners have suspended all October fuel exports beyond Hong Kong and Macau. PetroChina is canceling cargoes, Asia's diesel squeeze is deepening, and the world is learning
InfoTreasury yields hit their highest since 2002, the dollar reached a 17-month peak, and Europe’s bond markets buckled under France’s fiscal mess — all in a single day.
