Kevin Morris

I find out the news before others.

[Kevin Morris @KevinMorr1s]

🛢🇷🇺 #GAZP #gas #Russia Russia and China may reach commercial deals on the "Power of Baikal" pipeline by end-2026. Damaged Nord Stream lines can technically be restored – Novak

A China deal would help Gazprom offset lost EU volumes; the Nord Stream line is a signal to Europe.

[Kevin Morris @KevinMorr1s]

🛢🇷🇺🇺🇸 #fuel #Russia #USA

The first tanker with diesel will be sent from Russia to the US on October 22 — Novak

A striking sign of thawing energy trade. The real question is whether this becomes a regular route or stays a one-off.

[Kevin Morris @KevinMorr1s]

⬆️🇺🇸#SPCX = +9%

SpaceX posted its first-ever quarterly profit, and Musk is talking about a merger with Tesla.

Profitability changes the story from cash burn to cash flow. A Tesla tie-up would be huge, but expect plenty of governance questions first.

[Kevin Morris @KevinMorr1s]

❗️🇷🇺 #SIBN #GAZP #NIS Hungary's MOL signed a deal to buy out the Russian stake in Serbia's NIS, Serbian FinMin Siniša Mali told Bloomberg Adria TV. Gazprom Neft holds 44.9%, Gazprom 11.3%.

A forced exit under US sanctions, so don't expect a generous price.

[Kevin Morris @KevinMorr1s]

⚠️🇺🇸 #IPO #AI #earnings

Anthropic reported an $80B net loss for H1 2026 vs $13B a year ago (RTRS, pre-IPO prospectus), blaming convertible bond revaluation, not operations.

Roadshow starts Nov 9; target valuation $2T+.

Mostly a paper loss, but at $2T the profit math matters.

[Kevin Morris @KevinMorr1s]

⚠️🇮🇷 #Iran #geopolitics

Netanyahu is pushing to resume large-scale military operations against Iran — FT

With Tehran also ruling out talks with the US, the Middle East risk premium could creep back into oil prices fast.

[Kevin Morris @KevinMorr1s]

❗️🇺🇸🇷🇺 #event #USA #Russia #Ukraine

Putin will host Witkoff in St. Petersburg. Dmitriev will attend, Kushner is ill. The Ukraine conflict will be the main topic — Ushakov

Another face-to-face round keeps peace-deal hopes alive; watch the ruble and oil for the market's verdict.

[Kevin Morris @KevinMorr1s]

❗️🇬🇧 #inflation #UK #data
UK CPI (Sep): +0.4% m/m (exp +0.3% / prev +0.5%), +3.5% y/y (exp +3.4% / prev +3.1%). Core CPI +2.8% y/y (exp +2.8% / prev +2.6%).

Headline beat and a sharp jump from August make a near-term BoE cut harder to justify. Supportive for GBP.

[Kevin Morris @KevinMorr1s]

🇺🇸 #DataCenters #USA #Trump
Trump: data centers will have to generate their own power and sell the surplus to local communities or the grid to cut electricity prices — Truth Social

AI's power hunger is now political; on-site generation could lift demand for gas turbines.

[Kevin Morris @KevinMorr1s]

❗️🇺🇸🇷🇺 #USA #Russia #Ukraine
Witkoff is in St. Petersburg: Dmitriev meets him, then a restaurant, then talks with Putin. Then a Ukraine peace deal, and all will be fine!

Markets have priced 'imminent peace' before. Watch oil and the ruble for real signals.

[Kevin Morris @KevinMorr1s]

❗️🇺🇸 #SPCX #TSLA #MandA
Musk says SpaceX and Tesla have set up special committees to weigh a merger that could be the biggest corporate deal in history. Barclays said a plan may come by end-December, SpaceX as buyer, all-stock.

Governance will be the real test.

[Kevin Morris @KevinMorr1s]

⚠️🇮🇷 #Iran #geopolitics
Netanyahu planned a major multi-day strike on Iran's nuclear sites and power plants for Oct 10, but Trump blocked it, fearing a renewed war before the Nov 3 midterms — FT

Domestic politics is now a real brake on escalation.

[Kevin Morris @KevinMorr1s]

🛢🇺🇦 #Ukraine #geopolitics #fuel
The US has again demanded that Ukraine stop striking Russian oil refineries — Axios

Washington wants calm fuel markets while peace talks are on. Fewer refinery hits could ease the squeeze on Russian fuel exports and global diesel prices.

[Kevin Morris @KevinMorr1s]

❗️🇺🇸🇷🇺 #event #US #Russia #Ukraine
Witkoff is heading to St. Petersburg — Rubio
(Kushner to join remotely due to the flu)
Rubio: as I understand it, the meeting with Zelensky was constructive.

Another shuttle round; markets want a concrete framework, not soundbites.

[Kevin Morris @KevinMorr1s]

🇺🇸 #Musk #US #geopolitics

POLITICO: Musk, with Trump's OK, limited Starlink in Ukraine; Democrats plan a probe if they win the midterms.
WSJ: Musk cut Ukraine's Starshield access alone, no order from Trump. Rubio declined comment.

Mixed stories, real political risk for Musk.

[Kevin Morris @KevinMorr1s]

❗️🇮🇷 #Iran #geopolitics #Trump

White House: US and Israel don't plan to strike Iran before the midterms.
Iran's FM: US must accept Tehran's terms to reopen Hormuz.
US forces in the region to be fully ready by end-Nov.

A pause until the vote, but oil's risk premium stays.

[Kevin Morris @KevinMorr1s]

❗️🇺🇸🇨🇳🇷🇺 #US #China #Russia #geopolitics
WSJ op-ed: Trump seeks a new "Yalta" summit with Putin and Xi that could split the world into spheres of influence. Recent easing of US sanctions on Russian oil may hint at a bigger deal.
Just an op-ed, but oil traders will notice.

[Kevin Morris @KevinMorr1s]

❗️🇺🇦 #Ukraine #geopolitics
US, Ukraine and Europe agreed a coordinated position on talks with Russia — Axios

Kyiv brought new proposals; the White House hopes Putin will be more open to compromise.

A united front just before Witkoff meets Putin raises the stakes.

[Kevin Morris @KevinMorr1s]

🇺🇸 #SPCX #earnings SpaceX Q3: revenue +161% YoY to $14.58B (est. $12.87B), adj. EBITDA $8.81B (est. $6.59B), net income $4.40B (est. $1.88B), AI revenue $7.56B (est. $6.3B).

A blowout beat, and AI is now over half of revenue.

[Kevin Morris @KevinMorr1s]

🇺🇸 #NFLX #earnings Netflix sees Q4 revenue at $13.44B vs est. $13.51B; Q3 free cash flow $2.88B vs est. $3.22B.

A soft guide plus an FCF miss is a tough combo after the stock's big run. Expect pressure in after-hours trading.