Epic 4000km round trip: started in South Africa, through Botswana, Zambia next, then Zimbabwe, arriving in Mozambique before returning to Africa: adventurous blend of safari, Victoria falls, great Zimbabwe, Mozambique’s sunny beaches and enjoying finally Maputo ☀️ 🦁🦓🐘🦒🦛🛖🏝️

Energy shocks push Italian businesses to decarbonise ft.trib.al/66xhCRf

ConocoPhillips set to sign deal with Syria to revive gas production ft.trib.al/FZKmbMH

US-Iran deal to reopen the Strait of Hormuz is expected on Friday, but key transit and security details remain unresolved and a new mechanism to allow freedom of navigation to be restored is yet to be finalised lloydslist.com/LL1157470/How…

Fragile Iran deal offers oil relief, but Hormuz risks remain - column by @ronbousso1 reuters.com/commentary/reute…

So far, the global economy is holding up despite war, but this masks significant differences across countries and regions. Energy importers and countries with limited policy space are most vulnerable. See my latest blog. imf.org/en/blogs/articles/20…

Brazil farm auctions explode as rural debt spirals in a changing climate reuters.com/business/environ…

The Trump administration's push to boost critical minerals production by regulating prices is facing skeptical G7 allies and a divided mining industry, with negotiations for a Western trading bloc stumbling over concerns about the plan's cost and governance, according to diplomatic sources and a Reuters analysis of corporate policy recommendations reut.rs/4fMcdGc

Non-commercial gas discovery offshore Hidaka area of Hokkaido in 1,900m WD 🇯🇵🛢️ japex.co.jp/en/news/detail/2…

DR Congo pushes Belgium to release millions of colonial-era documents ft.trib.al/p8tlnHD

European natural gas prices fall as much as 5.8% after the US and Iran announce a peace deal to reopen Hormuz 📉⚠️ “I hereby fully authorize the toll free opening of the Strait of Hormuz," Trump said in a post TTF futures are fast approaching February levels

Japan to send delegation to Greenland to evaluate rare earth extraction, Nikkei says reut.rs/43THlwp reut.rs/43THlwp

Investment firms join Donald Trump’s $100bn race for Venezuelan oil ft.trib.al/4xJjqKk

FREE TO READ: The top-10 reasons why oil prices are below $100 a barrel. 1) China, China and China 2) Demand destruction 3) Lots of oil bypassing/leaving the Strait of Hormuz 4) The original oversupply 5) Huge SPR release / commercial stocks draw 6) Refinery flexibility 7) Trump's jawboning 8) Options market development 9) The fog of war is thinner 10) Soaring Americas oil output bloomberg.com/opinion/articl…

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

Norway challenges EU to call US gas ‘safer’ than Arctic reserves ft.trib.al/nHWyRMm

Could Argentina's Vaca Muerta become the next Midland Basin? The country's giant shale play is already the largest producing shale resource outside North America, with production approaching 0.9 million boe/d. But the story is about more than resource potential. Supportive policy reforms, more than US$100 billion in planned investment, growing LNG export ambitions and a major infrastructure buildout are creating the conditions for long-term growth. Wood Mackenzie forecasts Vaca Muerta production could exceed 1.6 million boe/d by 2035, while new LNG projects could position Argentina as an important source of supply diversification for global energy markets. The opportunity is significant, but execution remains critical. Expanding service-sector capacity, delivering infrastructure on time and maintaining investor confidence will all shape the pace of development. In our latest edition of The Edge, Simon Flowers and Wood Mackenzie experts explore six key insights on why Vaca Muerta could transform Argentina's energy sector and reshape global oil and gas supply. Read more: okt.to/Pd8KqN

Venezuela moves pacts forward with Shell, including Loran gas field reuters.com/business/energy/…

GLENCORE REACTIVA LA ÚLTIMA GRAN MINA DE COBRE Y PREPARA UN RIGI POR ETAPAS Glencore avanza con la reactivación de Bajo La Alumbrera, en Catamarca, para volver a producir cobre en 2028 después de diez años de parate. Las operaciones servirán para financiar la construcción de Agua Rica, también en Catamarca, por unos US $6.699 millones, y luego El Pachón, en San Juan, por US $11.600 millones. Son dos proyectos para los que la minera suiza pidió ingresar al RIGI el año pasado. El plan llega en un contexto de mayor demanda global de cobre y necesidad de infraestructura minera. Glencore proyecta superar las 500.000 toneladas de cobre por año hacia 2035, equivalentes a unos US $7.000 millones anuales en exportaciones. La empresa también inauguró este miércoles dos puentes en Calingasta por US $15 millones. ( ) en Clarín: clar.in/49Wox2N

BREAKING: President Trump says the US will be "hitting Iran very hard tonight" and announces that the US will be "taking Kharg Island" in the "not too distant future." President Trump also says the US will "assume total control" of Iran's oil and gas markets, "much like we have with Venezuela."

Japan’s looming typhoon crisis threatens disaster defences and tourism scmp.com/week-asia/health-en…