Investors in US drillers go all in on the ‘Donroe doctrine’
Optimistic shareholders need to apply some sort of probability to this oil sector revenue actually materialising
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US tracking oil tanker off UK coast linked to Venezuela, Russia and Iran
Monitoring comes as Washington builds up military assets in Britain
Fund managers prepare for ‘reckoning’ in US tech sector
Some investors reduce positions or buy protection for their portfolios amid concerns over valuations
A four-letter word that spells doom for Venezuela’s creditors
Bondholders could get Bakerised
Inside Trump’s Venezuelan oil gamble
Also in today’s newsletter, predictions for the energy industry in 2026
Mexico overtakes Venezuela as Cuba’s top oil supplier
US President Donald Trump threatens Mexico and says Cuban regime will fall after capture of Venezuela’s Nicolás Maduro