Jake Stevenson

Analyser les tendances du marché et les politiques commerciales du Canada 🇨🇦 et au-delà 🌍.

[Hoover Institution @HooverInst]

In a special "mailbag" episode, prefaced by a quick look at the US-Iran standoff, the GoodFellows (@NFergus, @LTGHRMcMaster, @JohnHCochrane) and moderator @BillWhalenCA answer audience questions.

They discuss great leadership (or a lack thereof) in the modern age, the health of European institutions (Reform UK and the EU), why once-overheated climate rhetoric has cooled off, the gentleman-scholar's guide to dressing, and life lessons gleaned from soccer and rugby pitches.

Watch the full conversation on X:

[Gavekal @Gavekal]

Predictions that the depletion of petroleum stocks around the world could push oil prices to US$150/bbl before the end of June if shipping does not resume through the Strait of Hormuz are exaggerated. The world is still sitting on substantial reserves of crude and refined products that can be drawn down further over the coming months. However, the flipside of this picture is that even if there is a preliminary peace deal in the Gulf that allows oil exports to flow once again, countries will look to rebuild stocks and accumulate even bigger precautionary reserves. Even with plentiful supply, this will place a solid bid under oil prices over the medium term, argues Tom Holland in this video interview.

[Economy Middle East @Economy_ME]

Gold prices rose on Thursday, supported by a weaker U.S. dollar and falling crude oil prices, as markets weighed renewed optimism over a potential end to the regional conflict.

As of 04:30 GMT, spot gold climbed 0.97 percent to $4,481.95 per ounce, while U.S. gold futures advanced 0.88 percent to $4,506.40 per ounce.

#Gold #GoldPrices #Markets

[Forbes Middle East @Forbes_MENA_]

The #IMF says #SaudiArabia’s economy remains resilient despite disruptions to shipping through the Strait of Hormuz, supported by strong fiscal buffers, alternative export routes, and ongoing economic reforms.

#Forbes

[Forbes Middle East @Forbes_MENA_]

Quantum computers could one day transform fields ranging from drug discovery to energy and materials science. Microsoft says its AI-designed Majorana 2 chip has brought that future significantly closer, with the company targeting scalable quantum systems by 2029.

#Forbes

[U.S. Manufacturing Today Podcast 🎙️ @USMfgToday]

⚠️Everyone focuses on cost per unit. But almost nobody factors in what happens when the shipping lane closes, prices spike 30-50%, and your supplier puts you on allocation.

That's not a hypothetical. It's happening right now.

In Episode 59, brought to you by @veryableops, @Matt_Horine speaks with the team behind Maxter Healthcare's $500 million bet to build America's first large-scale nitrile glove manufacturing facility in Brazoria County, Texas.

What you'll learn:
✅ How the Strait of Hormuz closure is already squeezing hospital supply chains in real time
✅ Why the lowest-cost supplier can become the most expensive option when the supply chain breaks
✅ What a fully automated, hurricane-resilient facility in Brazoria County, TX looks like at scale
✅ How watching the U.S. struggle for basic PPE during COVID turned a vision into a $500M decision
✅ Why long-term contracts matter more than spot buys when building domestic manufacturing capacity

🎧 Listen now:
👉Apple Podcasts: https://t.co/4XowxdVW5l
👉Spotify: https://t.co/No5DMELruT
👉YouTube: https://t.co/pMY166vgSf

[Concerned Canadian @Concern70732755]

So much for Elbows Up -it was a fraud from the onset !

[Rory Johnston @Rory_Johnston]

Update to my Hormuz tracker looking at transit count by type ("normal" vs Iranian route vs estimated dark)

[Eric Priante Martin @EPM_Maritime]

Maritime Tactical Systems has teamed up with Mystic Powerboats to meet growing demand for autonomous vessels. https://t.co/lOu1ynY7Zq @MysticPowerboat

[Dr. Bu Abdullah @Dr_BuAbdullah]

UAE Now the World’s #2 Physical Gold Trading Hub, Confirmed by World Gold Council🥇🇦🇪

As highlighted by the World Gold Council on CNN Arabic: Over 13% of global gold trade now flows through Dubai annually.

This milestone places the UAE second globally, after Switzerland, in physical gold trading. It’s recognition from the most authoritative voice in the industry.

What this really means: The Emirates has built more than infrastructure. We’ve built trust. A transparent market, world-class logistics, and DMCC’s ecosystem turned Dubai into the bridge where East meets West for one of the world’s most strategic commodities.

At Bu Abdullah Investment, we see this across sectors. When a nation invests in connectivity, governance, and long-term vision, it doesn’t just grow trade. It becomes indispensable to global commerce.

Proud moment for the UAE 👏🏻

#Dubai #UAE #Gold #WorldGoldCouncil #Commodities #GlobalTrade #DMCC #EconomicGrowth #DrBuAbdullah

[Manish Singh @refsrc]

Three decades of the Economic Complexity Index, which ranks economies by how diverse and sophisticated their exports are

[Arab Times News @arabtimesnews]

Dubai Electricity and Water Authority (@DEWAOfficial) commissioned 1,994 new 11kV substations in 2025, marking an increase of more than 30 percent compared to 2024. The total number of medium-voltage distribution substations in Dubai reached 47,060 by the end of the year.

Photo: Dubai Media Office

#DEWA #Dubai #Infrastructure #ArabTimesNews

[Hampson Strategies @drampson11]

To say coffee is important would be a massive understatement.

I just had my first cup.

Good news, it’s cheaper lately in a time where commodities are much less likely to work that way.

The question I have is how does the structure hold in the near future?

New note & thread:

[Juan Gonzalez @J_M_G_B_]

Maritime tolls 👇

PS : there are fees and compulsory services when navigating Russian artic waters; Japan does have a compulsory pilotage system in place in the seto inland sea and shimonoseki straits; there are other isolated examples

[Saudi Business Council @SASPJBC]

🇸🇦 𝐒𝐚𝐮𝐝𝐢 𝐀𝐫𝐚𝐛𝐢𝐚 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐬𝐭𝐫𝐞𝐧𝐠𝐭𝐡𝐞𝐧 𝐢𝐭𝐬 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 𝐚𝐬 𝐚 𝐠𝐥𝐨𝐛𝐚𝐥 𝐥𝐨𝐠𝐢𝐬𝐭𝐢𝐜𝐬 𝐚𝐧𝐝 𝐭𝐫𝐚𝐝𝐞 𝐡𝐮𝐛, reinforcing the Kingdom’s role as a strategic gateway connecting Asia, Europe, and Africa.

The announcement of 15 new incentives aimed at supporting imports and exports reflects the Kingdom’s ongoing commitment to enhancing trade efficiency, supply chain resilience, and private-sector growth under Saudi Vision 2030.

These measures are expected to further support exporters, attract international investment, improve customs and logistics ecosystems, and strengthen Saudi Arabia’s competitiveness across regional and global markets.

#SaudiArabia #KSA #SaudiVision #Economy #Logistics #Zakat #Trade #Investment #SupplyChain #Exports

[Standard Solar @StandardSolar]

In our blog, “Field-Driven Decisions That Make or Break a Project,” industry leaders from @BrightcoreEnergy and @EDF_power detail why delivering resilient solar projects means focusing on the details that matter the most. https://t.co/3hkBjee1Ha

[Rory Johnston @Rory_Johnston]

it's amazing news that emergency buffers have outperformed expectations and the market has been abnormally patient through oil's largest ever supply shock

but negotiations drag on, Hormuz is still closed, and we're drawing down those buffers at the fastest rate in history

[Georgia Ports @GaPorts]

Frozen poultry exports in Savannah jumped 8.5% as the nation’s leading gateway port for poultry to global markets.

Read More: https://t.co/FUsUquM6ut

#GAPorts #GlobalGateway #Poultry #ColdChain

[IIoT World @IIoT_World]

One global snack food brand cut inventory by 20% using AI agents. Another electronics manufacturer recovered $35 million in lost fees in a year. @Avanade talked about these results at Hannover Messe 2026. #ai #manufacturing #hm26

[Baltic Exchange @BalticExchange]

We are pleased to announce that Mark Jackson, CEO of Baltic Exchange, and Stephen Aitchison, Senior Freight Market Assessor at Baltic Exchange, will open this year’s Baltic Risk forum at Posidonia.

Find out more: https://t.co/g9NIfNMywn

#BalticExchange #Posidonia2026 #Shipping