Yearly Archives: 2026
Don’t Be Blindsided by the “Smart” Guys
It wasn’t that long ago that a pension manager explained he had bought more commercial real estate for the fund because “real estate always...
Q3 Oil Prices Rise as Supply Disruptions Mount
Oil markets saw significant price increases in Q3 2026 as renewed Middle East conflict disrupted global supply. Brent crude started the quarter around $72/barrel...
Panama Canal Boosts Capacity Amid Drought Recovery
The Panama Canal is easing drought-related restrictions after improved rainfall and water-saving measures stabilized conditions. The maximum draft for Neopanamax vessels has increased from...
Fiber and Copper Become Critical to the AI Buildout
Corning’s $3 billion fiber deal with AT&T highlights how AI infrastructure spending is expanding beyond chips into the physical networks needed to move massive...
The Rising Cost of Mineral Security
Critical-mineral supply concentration has become an immediate economic and national-security challenge. China’s 2025 export controls on rare earths disrupted industries such as automotive manufacturing,...