Analyser les tendances du marché et les politiques commerciales du Canada 🇨🇦 et au-delà 🌍.
Toronto
Joined June 2022
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Jake Stevenson retweeted
Luxor Capital Group has significantly lifted its stake in Golar LNG. $GLNG tradewindsnews.com/finance/n…
Jake Stevenson retweeted
Oil sell-off masks escalation risks - Kpler
Crude oil has recorded its sharpest sell-off since 2020, with Brent falling 16.6% as the US midterm elections raised expectations of a diplomatic resolution to the Iran conflict. Systematic selling intensified the decline, with trend-following funds offloading approximately 126 million barrels of crude and products since 30 October. Meanwhile, weakening physical market indicators and a projected fourth-quarter surplus of 1.1 million barrels per day point to mounting supply pressure. Yet geopolitical uncertainty remains substantial. Diplomatic differences persist, Iranian oil revenues face a potential collapse by year-end, and the window for military escalation could narrow after January. For traders, bearish fundamentals do not necessarily justify aggressive short positioning.
Jake Stevenson retweeted
Oil sell-off masks escalation risks
Crude oil has recorded its sharpest sell-off since 2020, with Brent falling 16.6% as the US midterm elections raised expectations of a diplomatic resolution to the Iran conflict. Systematic selling intensified the decline, with trend-following funds offloading approximately 126 million barrels of crude and products since 30 October. Meanwhile, weakening physical market indicators and a projected fourth-quarter surplus of 1.1 million barrels per day point to mounting supply pressure. Yet geopolitical uncertainty remains substantial. Diplomatic differences persist, Iranian oil revenues face a potential collapse by year-end, and the window for military escalation could narrow after January. For traders, bearish fundamentals do not necessarily justify aggressive short positioning.
Stay ahead of the market with #Kpler Insight: okt.to/Awv4gK
Jake Stevenson retweeted
Virtually every economy runs on reliable, affordable energy. From factories to farms, from households to hospitals, fuel and electricity that arrive on a consistent and predictable schedule, and at stable prices, are a vital part of everyday life and are essential to the American economy.
Read our fact-based primer on US energy production and policy: hoover.org/research/us-energ…
Jake Stevenson retweeted
🎙️The Impossible State Live Podcast: Camp David, Three Years On: Still Standing? | November 10, 2026 | 11:00-11:40 am EDT
@CSIS @VictorDCha will be joined by two distinguished guests from the Korea National Diplomatic Academy: Dr. Hyun-Wook Kim and Dr. Yanghyeon Jo, to discuss the trilateral partnership between the United States, Japan, and South Korea and explore whether the three countries are aligned in their strategic priorities.
🔗 Register here: csis.org/events/impossible-s…
Jake Stevenson retweeted
Oil traders including Trafigura, Mercuria, Vitol and ADNOC are seeking approval from the US gov to buy or lease some sanctioned tankers in an effort to address vessel crunch and lower prices, sources told Bloomberg.
Jake Stevenson retweeted
The shift in LNG trade since the Ras Laffan closures in Qatar shows some of the loss in Mideast flows to Asia being replaced by more US/Canadian flows to Asia. A sizable amount of US LNG that had been going to Europe is now going to Asia due to more attractive prices. @ColumbiaUEnergy
Jake Stevenson retweeted
Siemens Energy redesigns Gulf power plants to withstand drone attacks thenationalnews.com/business…
Jake Stevenson retweeted
Undersea communication cables in the Gulf of Oman drew abnormal activity from at least four Iran-linked vessels in recent weeks, according to the Financial Times
Jake Stevenson retweeted
Prompt Brent crude down $23/bbl from its Friday close.
Yes, that includes some extra from the December Brent contract expiry, but it’s also the price series everyone will use.
$118 was definitely overbought on escalation risk; feeling oversold, now, but will wait for positioning data before confidently saying so.
Didn’t help that physical market pressure was also easing up over that escalation risk rally.
Jake Stevenson retweeted
An updated economic program and new regulatory framework reveal Oman’s focus on generating in-country value associated with promising economic development areas. – Robert Mogielnicki buff.ly/myovBGc
Jake Stevenson retweeted
Aker Solutions Lands Major Role in Qatar’s Offshore Oil Field Revamp ift.tt/szmJA9V
Jake Stevenson retweeted
Expeditors sees air cargo volumes and revenues rise in Q3 - Air Cargo News share.google/akdlCigQYA5Bmv4…
Jake Stevenson retweeted
A sanctioned Iranian tanker carrying about 500,000 barrels of LPG slipped past the U.S. naval blockade and delivered its cargo to China, per watchdog UANI, which says it filmed the ship off Malaysia en route @OilandEnergy
Jake Stevenson retweeted
Le pétrole canadien se vend à rabais : selon La Presse, l’écart entre le WCS et le WTI a atteint 30 $ US le baril la semaine dernière. Un manque à gagner qui rappelle l’importance d’avoir des pipelines vers davantage de marchés.
L’accès aux marchés compte : l’agrandissement de Trans Mountain a permis d’exporter davantage vers l’Asie et contribué à réduire l’écart de prix. Plus de débouchés, c’est moins de dépendance envers les acheteurs américains.
Le manque d’infrastructures pipelinières limite nos options. Quand les raffineries américaines achètent ailleurs, nos producteurs doivent pouvoir rejoindre d’autres clients. Des pipelines vers les côtes renforceraient cette capacité.
Il faut accélérer les autorisations et permettre la construction de nouveaux pipelines d’exportation. Mieux accéder aux marchés mondiaux, c’est mieux valoriser nos ressources et soutenir l’investissement, les emplois et les revenus publics. #énergie #polcan
Jake Stevenson retweeted
The Iran War, Isaias storm, and their continuing impact on business.
“Closing the book too early” is exactly the risk, and these two animations show why. The first shows strands fading in and out: Hurricane Isaias faded within days, but policy, Russian diesel supply and the war in Iran took up the load, and the effects are still traveling outward to food prices and brewers as hedges roll off.
The book on the storm closed. The book on what it crossed did not.
The second is not a finished exhibit. It is our Reverberation Lab’s continuous, human-set tracking: built only from what the lab has recorded, and updated at regularly scheduled check-ins, with the check-in periods for monitoring each strand set by the human orchestrator, not the system. It includes the two places where the record caught its own misses.
That is what ARA™ RAM 2025™ running on SLAP OS™ is built to do: keep the book open, let the outcome become evidence, and carry what changed into the next decision.
Jake Stevenson retweeted
Maps are static snapshots of what is believed to be true. The real world does not work that way.
procureinsights.com/2026/10/…
Jake Stevenson retweeted
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Curious about how much Chinese value added is hidden in each ASEAN country's exports to the US?
1. Chinese value added in total exports to the US
🇰🇠Cambodia: Around 26%
🇻🇳 Vietnam: Around 21%
🇹🇠Thailand: Around 8%
🇮🇩 Indonesia: Around 7.5%
🇸🇬 Singapore: Around 7%
🇲🇾 Malaysia: Around 8%
🇵🇠Philippines: Around 5%
ASEAN average: Around 12%.
Cambodia and Vietnam stand out. A significant share of the value of their exports to the US originates in China.
2. The picture is even more interesting for electrical and optical equipment.
🇻🇳 Vietnam: Around 28%
🇵🇠Philippines: Around 15%
🇲🇾 Malaysia: Around 12%
🇹🇠Thailand: Around 11%
Vietnam's share increased sharply, particularly after 2017, reaching almost 28% in 2024.
What does this mean?
Imagine Vietnam exports a $100 electronic product to the US. If Chinese value added accounts for 28%, approximately $28 of that export value was created in China, while the remaining $72 comes from Vietnam and potentially other countries.
This shows why changing the country of final assembly does not necessarily eliminate dependence on Chinese supply chains. One important distinction: Chinese value added is not the same as the value of goods shipped directly from China, nor does it prove that products are simply being re-exported through ASEAN.
Notes: Latest data shown 2024. Value-added trade statistics are usually published with a lag of one or two years.
Source: @amro_asia
