6:05 Markets

Energy

3 Reports
Energy April 2026
Chevron's Venezuela Asset Swap: Strategic Repositioning Towards Heavy Oil

A look at why Chevron is concentrating more of its Venezuela exposure around heavy crude, and why the upside from that shift still sits under sanctions, infrastructure, and sovereign risk.

Read →
Energy April 2026
Phillips 66: Oil Price Spike Drives Nearly $1 Billion in Q1 Losses

A look at how the Iran conflict and the resulting surge in crude prices pushed Phillips 66 into nearly $900 million in preliminary first-quarter mark-to-market losses.

Read →
Energy March 2026
Saudi Crude Rerouting to Yanbu After the Hormuz Disruption

A look at how military escalation around Hormuz forced Saudi crude flows toward Yanbu, softening the supply shock while exposing the limits of alternative export routes.

Read →

Agriculture

1 Report
Agriculture April 2026
Indonesia's B50 Biodiesel Push and the Coming Global Edible Oil Supply Shock

A look at how Indonesia's accelerated biodiesel mandate could tighten palm oil exports, spill into substitute edible oils, and lift food costs across the broader global market.

Read →

Minerals

1 Report
Minerals April 2026
Venezuela's 131-Article Mining Law That Was Built in Washington

A look at Venezuela's new mining law and the parallel U.S. sanctions architecture that determines who can actually invest, transact, and profit under the new regime.

Read →

Logistics

1 Report
Logistics April 2026
How AI Is Reshaping Freight and Trucking

A look at how AI is changing billing, routing, labor dynamics, and competitive structure across freight and trucking, while favoring the largest carriers with the deepest data infrastructure.

Read →