CardiffConsult Isla

Trade Policy Consultant 🌍📚, Gardener 🌱, and History Buff 📖 in Cardiff

[MiningVisuals @MiningVisuals]

Major Copper Discoveries (1990–2023)

Of 239 major copper discoveries made since 1990, 148 are still not in production.

Out of those 148: 121 haven't completed a feasibility study, 12 have but aren't yet in development, and only 15 have finalized construction plans and begun building.

Source: S&P Global Market Intelligence

[International Chamber of Shipping (ICS) @shippingics]

@IMOHQ @ukshipping ... with Managing Director of Mariner Communications Neville Smith moderating.

To learn more about the event, please see their website - https://t.co/LWmKN7ipEx

[International Chamber of Shipping (ICS) @shippingics]

Alongside Thomas, the panel will also hear from Director of Legal Affairs and External Relations at the International Maritime Organization (@IMOHQ) Dorota Lost-Sieminska and President of the UKChamber of Shipping @ukshipping Karrie Trauth...

[Lucy Rigby KC MP @LucyRigby]

DIGIT is moving closer to market...

At #DigitalAssetsWeek earlier today, I announced the appointment of 6 joint lead managers for the pilot DIGIT issuance. Their expertise in digital markets & traditional sovereign debt markets will help take the project towards launch in Q1 2027.

DIGIT will use DLT to issue & manage our 1st digitally native govt debt instrument. It's a practical test of new financial market infrastructure & part of our wider work to modernise markets & strengthen 🇬🇧’s competitiveness.

[Peter Lindström @plmlindstroem]

New day and new all time highs for all spot rates in all Dirty tanker segments🔥

VLCC TD3C TCE (AG ->CN) +20k to 1,347k➡️
TD3C FFA FM up 4%↗️
VLCC TD22 TCE (US->CN) +25k to 499k⬆️
SUEZMAX AVG TCE +2k to 686k➡️
AFRAMAX AVG TCE +25k to 352k🔥

$HUNT $FRO $ECO $DHT $BWET #OOTT

[Logistics Management @LogisticsMgmt]

National diesel average falls to $6.199 per gallon, for the week of October 5, reports EIA
https://t.co/w0HcmvjAvj

[Robin Hawkes @robhawkes]

Here's the cumulative volume of curtailment and turn-up actions over the past week…

We had a particularly heavy period of transmission constraint throughout September, both in terms of energy volume as well as cost.

Why…?

Regarding volume, this is in part because some of the already-constrained boundaries in Scotland are running at further reduced capacity right now.

For example, B4 is running at 42% capacity according to the latest NESO Operational Transparency Forum update. B6 is at 70% of capacity.

Regarding cost, this is mostly down to turn-up actions and the price of gas. The average price for the gas turn-up actions in September was £203/MWh. For context, wind turn-down actions averaged £30/MWh over the same month.

Unfortunately October isn't looking much better based on the first few days.

The transmission upgrades can't come soon enough…

[Capital Link @CapitalLink]

OPENING KEYNOTE REMARKS
THE GREEK FLEET AND THE PRACTICAL FUTURE OF LOW-CARBON SHIPPING
➡️9:20 – 9:30 AM

🚢 16th Annual Capital Link Operational Excellence in Shipping Forum
📅Tuesday, October 6, 2026
📍Divani Caravel Hotel, Athens

Dr. Elias Kariambas, Vice President, Regional Business Development, Southern Europe –
ABS

🤝 In partnership with American Bureau of Shipping (ABS)

➡️Register Here:https://t.co/trmNoX2LQf

#Shipping #Maritime #MarineServices #ShippingIndustry #CapitalLink

[World Oil @WorldOil]

OPEC+ will keep November oil production targets unchanged as Middle East disruptions constrain actual output and crude prices remain near $100/bbl.

https://t.co/5hK234Z1P5

[Carrie @Carriebou50]

It's a beautiful morning, think I'll go outside for a while.🎶
Happy Friday from Alaska!

[Brian Groom @GroomB]

Price drop: the audiobook of 'Made in Manchester: A People's History of the City that Shaped the Modern World' is currently available for £4.99, one-third of the usual price. A bargain. https://t.co/n1yjeRNIAO

[MIT Supply Chain @mitsupplychain]

National Manufacturing Day is a chance to recognize the people and ideas shaping the future of how things are made and moved. That work happens every day at the MIT Intelligent Logistics Systems Lab.

[Economy Middle East @Economy_ME]

Abu Dhabi Securities Exchange has signed strategic MoUs with the Egyptian Exchange and Damascus Securities Exchange to strengthen regional capital market cooperation.

The agreements will explore wider cross-border trading, greater investor access and potential participation by both exchanges in ADX’s Tabadul digital exchange network.

The two markets have a combined market capitalization of about $79.1 billion, based on the latest figures.

Read more: https://t.co/pTsa4SoYUC

#UAE #Egypy #Syria #Finance #Exchange

[Scott Lincicome @scottlincicome]

New @nberpubs: "Foreign Tax Advantages after the U.S. Tax Reform of 2017" https://t.co/j1RgqZGJBP

[ADIPEC @ADIPECOfficial]

Lorenzo Simonelli, Chairman and CEO at Baker Hughes, is among the global energy leaders participating in the ADIPEC 2026 Strategic Conference.

As technology, industrial capability and market requirements continue to converge, ADIPEC will bring together voices from across the energy system to examine how innovation, collaboration and operational resilience can support long-term performance and global progress.

Join 1,800+ speakers and 16,500+ delegates at ADIPEC in Abu Dhabi from 2-5 November 2026. Register as a delegate: https://t.co/CxOakqmGD8

#ADIPEC #ADNOC #Innovation #EnergyLeadership #EnergyCollaboration #GlobalEnergy

[Gulf Intelligence @gulf_intel]

Is a diplomatic solution to the Strait of Hormuz standoff likely before the US midterms?

Click here to watch full podcast: https://t.co/dRPWJabmEj

#EnergyMarkets #OilMarkets #BrentCrude #WTI #OilPrices #StraitOfHormuz #EnergySecurity #Geopolitics

[Kyle Smith 🏴󠁧󠁢󠁳󠁣󠁴󠁿 @jkyles32]

Dropped down into Hampshire with @kev07713 & @davidso55441100 to try for the semipalmated sandpiper at Fishtail Lagoon, Pennington Marshes - a cracking bird! Great to see @ElleryTrev16932 & @alanbodd at the bird too @BirdGuides @_BTO.

[International and Monetary Economics Network @int_mon_econ]

Highly relevant!

"Financing the AI Buildout" by Stijn Van Nieuwerburgh.

"Artificial intelligence is driving a large expansion in data center capacity, power infrastructure, and specialized computing equipment. We estimate that a 1 GW AI campus costs about $41 billion. A 183 GW U.S. buildout completed by 2032, together with investment in projects completed later, would require annual investment averaging roughly 3.6 percent of GDP over 2025–2032. As hyperscaler capital expenditures outgrow internal cash flow, financing is shifting toward leases, joint ventures, project debt, private credit, securitization, and special-purpose vehicles. These structures expand funding capacity but also raise asset-level leverage, obscure contingent obligations, and expose investors to tenant concentration, technological obsolescence, execution delays, and uncertain residual values."

https://t.co/92VH7b2hUW

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[sam @discoplomacy]

I think it would be v helpful for American friends to make some noise about how useful they think AISI is. Lots of compliments here and impression remains that many of those chiming in about AISI’s demise back in Britain don’t really know what it offers.

[Gabriel Elizondo @elizondogabriel]

UNGA81 Saturday has kicked off.

🇨🇳China's Vice President Han Zheng opened the session with a 12 minute speech without naming Iran or the U.S., calling instead for the "sovereignty and security" of Gulf states to be respected, supply chains kept open, and an end to "unilateral military actions that circumvent Security Council authorization." He backed a two-state solution "at an early date," told the UN to reform rather than "merely cut its budgets," and said China wants a new Secretary-General with "courage and dedication."

(Russia, Cuba, Saudi Arabia, India, Singapore, Germany among others to speak in morning session)

The site has been updated with speaking order: https://t.co/WR7OxaadHa

And The Wire continues to highlight UNGA posts on X from journalists and missions etc: https://t.co/OIFWwrA52i