NEWS
Russia’s Oil and Gas Revenue Seen Down 46% in January
By Axel Miller | 19 Jan 2026
Russia’s oil and gas tax revenue is projected to fall 46% in January to about 420 billion roubles as lower oil prices and a stronger rouble squeeze budget inflows.
The New Oil (Part 5): Friend-Shoring, Supply Chain Fragmentation and the Cost of Resilience
By Cygnus | 19 Jan 2026
Friend-shoring is reshaping lithium, rare earth and graphite supply chains, creating a resilience premium and new winners and losers in clean tech.
Micron to Buy Powerchip Taiwan Fab for $1.8 Billion to Fuel AI Memory Push
19 Jan 2026
Micron will buy Powerchip’s P5 fab site in Taiwan for $1.8 billion in cash, gaining 300,000 sq ft of cleanroom space to expand DRAM capacity as AI demand surges.
Bolivia vows to honour energy and lithium contracts to rebuild investor confidence
By Cygnus | 19 Jan 2026
Bolivia’s new centrist government pledged to honour all oil, gas and lithium contracts, including deals with Chinese and Russian firms, as it drafts new laws to revive output and attract investment.
Gold, silver hit record highs as Greenland tariff threat sparks safety rush
By Axel Miller | 19 Jan 2026
Gold and silver jumped to fresh record highs as investors rushed into safe havens after President Trump threatened new tariffs on Europe linked to a Greenland dispute, triggering a broader risk-off move.
Bharat Coking Coal Debuts with 96% Surge, Valued at $2.2 Billion
By Cygnus | 19 Jan 2026
Coal India unit Bharat Coking Coal surged nearly 96% on debut, listing at ₹45 versus ₹23 issue price after its ₹1,071 crore IPO was subscribed about 147 times.
Renewables Push China’s Thermal Power Into First Annual Drop in a Decade
By Axel Miller | 19 Jan 2026
China’s thermal power generation fell 1% in 2025 to 6.29 trillion kWh — the first annual decline in a decade — as renewables met rising electricity demand.
Sun Pharma Weighs $10 Billion Takeover of Organon to Expand US Footprint
By Cygnus | 19 Jan 2026
Sun Pharma is evaluating a ~$10B acquisition of Organon to expand its U.S. footprint in women's health and biosimilars, according to reports.
EU and Mercosur Sign Landmark Trade Deal After 25 Years of Talks
By Cygnus | 18 Jan 2026
EU and Mercosur signed a landmark free trade deal after 25 years of talks, but ratification hurdles in Europe could shape the pact’s timeline.
Sequoia Said to Join GIC and Coatue in Proposed Anthropic Funding Round at $350B Valuation
By Axel Miller | 18 Jan 2026
Sequoia is reported to join GIC and Coatue in a proposed Anthropic funding round that could value the Claude maker at about $350 billion.
Wall Street Week Ahead: Investors Bet on Earnings Strength to Drown Out Policy Noise
By Cygnus | 18 Jan 2026
Wall Street enters a key earnings week with markets near record highs as investors weigh corporate results against rising policy risk and geopolitical tension.
Oswal Energies signs MoU with Abu Dhabi’s ATS, outlines $1 billion Middle East expansion
By Axel Miller | 16 Jan 2026
Oswal Energies signs an MoU with Abu Dhabi’s ATS to build an EPC-DBO alliance and expand in the Middle East with planned investment of up to $1B.
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