
The Treasury Department has released a breakdown of Saudi Arabia’s holdings of U.S. debt, after keeping the figures secret for more than four decades. Bloomberg’s Andrea Wong has more on “Bloomberg Markets.”

The Treasury Department has released a breakdown of Saudi Arabia’s holdings of U.S. debt, after keeping the figures secret for more than four decades. Bloomberg’s Andrea Wong has more on “Bloomberg Markets.”
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Higher NdPr output and price protection lifted MP's earnings, while a smaller cash reserve keeps funding and commercial magnet sales in focus.
Nov 5, 2026 · 3 min read

EIA's latest build takes gas storage to 3,801 Bcf and widens the seasonal cushion, weakening the scarcity case for winter producer earnings.
Nov 5, 2026 · 2 min read

Iran-deal hopes sent Brent prices lower despite US inventory draws, putting oil-producer cash-flow assumptions back under pressure.
Nov 4, 2026 · 3 min read

EIA's November 4 report shows a broader fuel draw as refinery inputs rise. Distillate inventories leave refiners and miners with different risks.
Nov 4, 2026 · 3 min read

Brent falls to around US$110 as traders weigh Iran talks. We test what cheaper crude could change for producers' cash flow and miners' fuel bills.
Nov 2, 2026 · 3 min read

EIA reports an 80 Bcf build and a slightly wider seasonal surplus. South Central's remaining deficit keeps winter price risk in view.
Oct 29, 2026 · 2 min read