> U.S. SEES OIL FLOWS RECOVERING FASTER
THE U.S. ENERGY INFORMATION ADMINISTRATION NOW EXPECTS GLOBAL OIL PRODUCTION AND FLOWS TO RETURN TO NEAR PRE-WAR LEVELS BY LATE 2026, EARLIER THAN PREVIOUSLY FORECAST.
MOST SHUT-IN OUTPUT IS EXPECTED BACK BY Q1 2027.
THE EIA ALSO LOWERED ITS 2027 BRENT CRUDE FORECAST TO $65 A BARREL, CITING IMPROVING SUPPLY.
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THE U.S. ENERGY INFORMATION ADMINISTRATION NOW EXPECTS GLOBAL OIL PRODUCTION AND FLOWS TO RETURN TO NEAR PRE-WAR LEVELS BY LATE 2026, EARLIER THAN PREVIOUSLY FORECAST.
MOST SHUT-IN OUTPUT IS EXPECTED BACK BY Q1 2027.
THE EIA ALSO LOWERED ITS 2027 BRENT CRUDE FORECAST TO $65 A BARREL, CITING IMPROVING SUPPLY.
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> $MSFT - MICROSOFT SHIFTS SOME APPS TO IN-HOUSE AI
MICROSOFT HAS BEGUN REPLACING OPENAI AND ANTHROPIC MODELS WITH ITS OWN MAI MODELS IN PARTS OF EXCEL AND OUTLOOK, ACCORDING TO BLOOMBERG.
THE COMPANY IS NOW USING ITS IN-HOUSE AI TO HANDLE TENS OF THOUSANDS OF PROMPTS EACH WEEK IN THE POPULAR PRODUCTIVITY APPS.
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MICROSOFT HAS BEGUN REPLACING OPENAI AND ANTHROPIC MODELS WITH ITS OWN MAI MODELS IN PARTS OF EXCEL AND OUTLOOK, ACCORDING TO BLOOMBERG.
THE COMPANY IS NOW USING ITS IN-HOUSE AI TO HANDLE TENS OF THOUSANDS OF PROMPTS EACH WEEK IN THE POPULAR PRODUCTIVITY APPS.
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> $SPCX - MORGAN STANLEY BULLISH ON SPACEX AI
MORGAN STANLEY INITIATED COVERAGE ON SPACEX WITH AN OVERWEIGHT RATING AND A $300 PRICE TARGET.
THE BANK SEES ENTERPRISE AI AS SPACEX'S BIGGEST GROWTH OPPORTUNITY, DRIVEN FIRST BY AI COMPUTING CAPACITY AND LATER BY MANAGED AI SERVICES, PROJECTING AI REVENUE COULD REACH $2.5 TRILLION BY 2040.
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MORGAN STANLEY INITIATED COVERAGE ON SPACEX WITH AN OVERWEIGHT RATING AND A $300 PRICE TARGET.
THE BANK SEES ENTERPRISE AI AS SPACEX'S BIGGEST GROWTH OPPORTUNITY, DRIVEN FIRST BY AI COMPUTING CAPACITY AND LATER BY MANAGED AI SERVICES, PROJECTING AI REVENUE COULD REACH $2.5 TRILLION BY 2040.
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> U.S. POWER DEMAND TO HIT NEW RECORDS
THE EIA EXPECTS U.S. ELECTRICITY DEMAND TO REACH NEW RECORD HIGHS IN 2026 AND 2027, DRIVEN BY AI DATA CENTERS, CRYPTO OPERATIONS, AND ELECTRIFICATION.
COMMERCIAL ELECTRICITY USE IS PROJECTED TO EXCEED RESIDENTIAL DEMAND FOR THE FIRST TIME.
RENEWABLES WILL CONTINUE GAINING MARKET SHARE, WHILE COAL'S SHARE IS EXPECTED TO DECLINE.
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THE EIA EXPECTS U.S. ELECTRICITY DEMAND TO REACH NEW RECORD HIGHS IN 2026 AND 2027, DRIVEN BY AI DATA CENTERS, CRYPTO OPERATIONS, AND ELECTRIFICATION.
COMMERCIAL ELECTRICITY USE IS PROJECTED TO EXCEED RESIDENTIAL DEMAND FOR THE FIRST TIME.
RENEWABLES WILL CONTINUE GAINING MARKET SHARE, WHILE COAL'S SHARE IS EXPECTED TO DECLINE.
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> EGYPT STUNS ARGENTINA
EGYPT LEADS ARGENTINA 1-0 IN THE 54TH MINUTE OF THEIR FIFA WORLD CUP CLASH.
DESPITE TRAILING, KALSHI TRADERS STILL GIVE ARGENTINA A 60% CHANCE OF WINNING, COMPARED WITH 40% FOR EGYPT.
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EGYPT LEADS ARGENTINA 1-0 IN THE 54TH MINUTE OF THEIR FIFA WORLD CUP CLASH.
DESPITE TRAILING, KALSHI TRADERS STILL GIVE ARGENTINA A 60% CHANCE OF WINNING, COMPARED WITH 40% FOR EGYPT.
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> U.S. TREASURY DEPARTMENT REVOKING GENERAL LICENSE THAT AUTHORIZED SALE OF IRANIAN OIL -U.S. OFFICIAL
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> *US IS REVOKING IRAN-RELATED GENERAL LICENSE TO EXPORT OIL
*IRAN'S ACTIONS IN STRAIT OF HORMUZ WHOLLY UNACCEPTABLE: OFFICIAL
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*IRAN'S ACTIONS IN STRAIT OF HORMUZ WHOLLY UNACCEPTABLE: OFFICIAL
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> BRENT CRUDE OIL SURGES 6% ABOVE $75 AFTER US REVOKES LICENSE THAT ALLOWED IRAN TO SELL OIL.
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> IRAN'S FOREIGN MINISTRY SPOKESPERSON SAYS IRAN URGES THE COUNTRIES OF THE REGION AND SHIPPING COMPANIES TO REFRAIN FROM ANY ACTIONS THAT CONTRADICT THE PROVISIONS OF THE MOU
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> JACK MALLERS' STRIKE LAUNCHES 'VOLATILITY-PROOF' BITCOIN LOANS BUILT TO PROTECT AGAINST LIQUIDATION — LINK
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> IRAN'S PRESS TV SAYS REPORTS OF SEVERAL EXPLOSIONS IN SOUTHERN IRANIAN PORT CITY OF SIRIK
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> U.S. MILITARY: FORCES HAVE BEGUN LAUNCHING A SERIES OF POWERFUL STRIKES AGAINST IRAN
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> U.S. MILITARY: U.S. STRIKES ARE IN RESPONSE TO IRANIAN ATTACKS ON THREE COMMERCIAL VESSELS THAT WERE TRANSITING THE STRAIT OF HORMUZ
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