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What’s Jamie Dimon planning to do in the “media” once he eventually retires from JP Morgan? 🤔 on.ft.com/4jDyViy

“It is very clear that the one energy which will grow in the 21st century is electricity,” Patrick Pouyanné said While BP and Shell are U-turning, TotalEnergies is staying the course, mainly because they never stopped growing O&G w/ Ian Johnston⁩ on.ft.com/4ic0huJ

China stops buying liquefied gas from US via ⁦Malcolm Moore⁩ on.ft.com/4lHIZZI

Deep into the Sahara, on a Mauritanian adventure via ⁦david pilling⁩ on.ft.com/3EfiQk4

Can’t help think: this is what happens when you (Tshisekedi) agree to protect the out-going president (Kabila) in return for stealing the election in your favour. If it’s all out war maybe Kabila should just release the 2018 voting data showing Fayulu won bloomberg.com/news/articles/…

Interesting comments today from Kazakh oil minister. Feels like it's becoming too hard for Saudi to hold the line on Opec+ cuts. Increased output increasingly seen as only option Oil prices slide as traders brace for extra barrels amid Opec tensions ft.com/content/a8d8c4…

This is a big move from U.K. sanctions authorities: having generally shied away from targeting individuals, today it sanctioned five former Coral Energy executives, including the notorious Etibar Eyyub, for their alleged involvement in Russian oil trading on.ft.com/3RZf5T4

What’s going on inside Opec? on.ft.com/4j4bVZg

Another big sanctions move from UK: FCO has listed the British accountant at the center of my October 2024 story about the acquisition of oil tankers for Russia's Lukoil Very rare for a western government to sanction one of its own citizens ft.com/content/73b9ab…

SCOOP for longtime ENRC-watchers: Shukhrat Ibragimov (son of Alijan) is seeking to buyout his late father’s partners, once known as the Trio, just as global competition for metals is heating up. Any deal would have implications for Kazakhstan and for Congo on.ft.com/3FjdGnx

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a flagless fleet of tankers is threatening the seas. Western governments must tackle the maritime lawlessness that their sanctions helped create. read my op-ed about it in the Financial Times. ft.com/content/7a89f7…

Rio ousted chief Jakob Stausholm to seek boss with more mining experience ft.com/content/41983d… via @ft

Sebastião Salgado, 1944-2025, one of the great documentary photographers of the age RIP on.ft.com/43MqDzr

Outcome of Opec+ meeting: NO CHANGE Reconfirmed existing commitments; indicated it will start thinking about output levels for 2027. Next meeting 30 Nov. All eyes now on Sunday's meeting of the 8 members unwinding voluntary cuts. Many Opec watchers expect another 411kb/d hike

OPEC-watch this morning: group of 8 meeting now to decide July production targets. Market expecting another 411k b/d increase or higher. Saudi is clearly fed up with this first tranche of 2.2mn in curbs (1mn b/d was Saudi) and keen to unwind them as quickly as possible #OOTT

Opec+ aren’t hanging around: another 411k b/d in July “Opec+ isn’t just turning [on] the taps — they’re rewriting the script,” said Jorge León, at Rystad. “May rang the alarm, June removed all doubt and . . . July feels like a loaded [gun] barrel” on.ft.com/4jpuM0P

Decent half year profits from Trafigura but pretty gloomy outlook for rest of 2025 from both CFO and chief economist on.ft.com/440bivf