🔊 From wars and trade to energy and AI, this mid-year special edition Morning Bid with ROI's Mike Dolan and Jamie McGeever explores the biggest stories from 2026 so far and what the next six months could hold
Some think it's blasphemous to suggest the AI boom is a bubble - but the world's central banking forum and watchdog has warned against getting swept up in the frenzy, writes ROI's Mike Dolan
The world's oil tanker fleet is behaving as if the Strait of Hormuz is back to business as usual, leaving a wide gap between expectation and reality, writes ROI's Gavin Maguire
Asia's crude oil imports rose slightly in June but stayed near their lowest level in more than a decade - and risks remain - writes ROI's @ClydeCommods
Data centers are being blamed for rising US power bills, but outdated policy may be the real culprit. Doug Arent of the Center on Global Energy Policy explains how poor incentives are shaping electricity costs
Crude prices may be back near pre-war levels, but surging oil exports from the Middle East and complex logistics are creating a chaotic market that could take months to settle, argues ROI's @ronbousso1
🔊 Tech stocks slip as Apple hikes prices on memory shortages, while oil prices continue to slide despite a ship being hit near Oman. Tune in to today's Morning Bid podcast with Mike Dolan and Peter Devlin
As Europe swelters under record temperatures, read ROI Global Energy Transition Columnist Gavin Maguire's guide to tracking the ongoing fallout across European power systems
The UK's fresh political turmoil offers the next prime minister a chance to rethink the country's North Sea strategy and strengthen energy security, argues ROI's @ronbousso1
🔊 Abandon chip? A selloff in chip stocks raises questions about the AI boom as investors await Micron's latest earnings update. Check out today's Morning Bid podcast with Mike Dolan and Anna Szymanski
As the Fed shifts to "less‑is‑more" communication under Kevin Warsh - an approach the late Alan Greenspan might have endorsed - ROI's @ReutersJamie considers the possible impacts on market participants
🔊 UK gilt markets stay calm after Starmer's resignation, while US rate-hike bets drag down tech stocks - including SpaceX. Catch the latest Morning Bid podcast with Mike Dolan and Amanda Cooper
India has swung to buying Russian crude oil and coal to bolster its energy supplies after flows were disrupted and prices rose during the Iran conflict. ROI's @ClydeCommods explains the implications
Guinea, the world's largest supplier of bauxite, is looking to use this newfound dominance to reshape global aluminium supply, writes ROI's @AndyHomeMetals
🔊 Oil markets brace for 60 days of tense US-Iran talks, while UK markets digest another PM resignation and El Nino spooks investors. Tune in to today's Morning Bid with Mike Dolan and Anna Szymanski
The Iran war has triggered a global race to build domestic oil and gas storage buffers against future shocks - a drive that could generate roughly half a billion barrels of additional demand, writes ROI's @ronbousso1
Gulf governments have a clear strategic imperative to diversify from the Strait of Hormuz as future closures are now a real and persistent risk, with huge implications for the region at large, argues ROI's @ronbousso1
Oil markets bet that Trump would chicken out on Iran - and they won. ROI's @ronbousso1 breaks down why this risky call proved correct and what challenges could lie ahead
With the US-Iran deal expected to reopen the Strait of Hormuz, ROI's @ClydeCommods asks whether the Iran war's disruption has been a watershed moment for energy markets - or merely another blip
🔊 The BOJ hikes rates to their highest level since 1995, Nvidia taps debt markets for the first time in years, and SpaceX soars higher. Tune in to today's Morning Bid podcast with Anna Szymanski and Amanda Cooper