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31.03.26 - 00:57
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Gulf LNG Crisis Set To ′Make Coal Great Again′ (ZeroHedge)
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Gulf LNG Crisis Set To 'Make Coal Great Again'
Our weekend wrap on the global energy crisis focused on Asia as ground zero and how the shock will ripple across the world, eventually hitting the US. This is now the second major energy crunch of the decade: first Russia's invasion of Ukraine, now the U.S.-Iran conflict. However, this one looks a lot more catastrophic.
The immediate impact of this energy crunch will be a resurgence of coal, especially across Asia, as power grid operators will be forced to switch to the dirtiest fuel to keep electricity affordable during the crisis.
"We are now seeing a second, very large energy supply shock," Goldman commodities expert Samantha Dart told Bloomberg.
Dart added, "If you're sitting in Asia, going through this again, it's possible you change your strategy long term, rely more on coal for longer, build out your renewables faster, and reduce your exposure to natural gas."
Last week, JPMorgan's commodity expert showed just how...
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30.03.26 - 20:06
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How many sweeteners does JP Morgan need to build an office in Canary Wharf? | Nils Pratley (The Guardian)
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US bank will get deal it doesn't really need as it would be far too embarrassing for Treasury to see investment sail awayThe way Rachel Reeves told it last November after her budget, it seemed to be a done deal that JP Morgan would build a 279,000 sq metre (3m sq ft) tower in Canary Wharf to serve as its European headquarters. The chancellor was “thrilled” the Wall Street bank had chosen London and hailed “a multibillion-pound vote of confidence in the UK economy and this government's plans for growth”.And, to be fair to Reeves, Jamie Dimon, JP Morgan's big boss, also presented the plan as final. “The UK government's priority of economic growth has been a critical factor in helping us make this decision,” he said. Continue reading......
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30.03.26 - 15:45
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Reddit Aktie: Schwächere Nutzerzahlen - Droht jetzt die nächste Enttäuschung? (Aktiencheck)
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New York (www.aktiencheck.de) - Reddit-Aktienanalyse von J.P. Morgan Securities:
JPMorgan erkläre, dass die Aktie von Reddit Inc. (ISIN: US75734B1008, WKN: A406FX, NYSE Ticker-Symbol: RDDT) zuletzt unter Druck geraten sei - belastet durch schwächere Nutzerdaten von Drittanbietern, den breiteren Abverkauf im Social-Media-Sektor sowie mögliche erste Sorgen über geopolitische Risiken für Werbebudgets im digitalen Bereich. [mehr]...
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30.03.26 - 14:12
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portagon erweitert Angebot mit JPMorgan ELTIFs - Multi-Alternatives Fund - Fondsnews (Fondscheck)
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Frankfurt (www.fondscheck.de) - Der JPMorgan ELTIFs - Multi-Alternatives Fund (ISIN LU2850509105/ WKN A40JDY) ist seit dem 23. März 2026 auf dem Marktplatz "portagon next" handelbar, so das Unternehmen in der aktuellen Pressemitteilung. Näheres entnehmen Sie bitte dem Wortlaut der folgenden Pressemeldung:
Damit erhalten die Vertriebspartner von portagon, der Distributionsplattform für alternative Investments, über nur einen ELTIF Zugang zu einem breiten Spektrum privater Anlagen. [mehr]...
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30.03.26 - 09:42
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Trump Says Iran Gave In to US Demands Despite 15-Point Plan Rejection | Daybreak Europe 3/30/2026 (Bloomberg)
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
On today's show, President Trump says Iran 'gave' the US most of the demands made in his 15-point plan to end the war, despite Tehran previously rejecting the proposal. Oil gained and stocks fell on fears that the conflict will escalate, after Houthi militants in Yemen joined the war, firing missiles at Israel on Saturday. The arrival of 3,500 US troops in the Middle East over the weekend has also added to escalation concerns.
Bonds are rallying as investors weigh up the impact of the war on global growth. JPMorgan and Pimco say financial markets are underestimating the risks.
Today's guest: Lizzy Galbraith, Aberdeen, Senior Political Economist (Source: Bloomberg)...
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30.03.26 - 06:06
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SoftBank secures US$40 billion loan to fund OpenAI investment (Digitimes)
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SoftBank Group Corp. has secured a US$40 billion bridge loan to support its ongoing investment in US artificial intelligence developer OpenAI, marking one of the largest dollar-denominated borrowings in the Japanese conglomerate's history. The unsecured loan, arranged with JPMorgan Chase, Goldman Sachs, Mizuho Bank, Sumitomo Mitsui Banking Corp., and MUFG Bank, is set to mature on March 25, 2027, according to Jiji Press, The Japan Times, Reuters, and TechCrunch....
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30.03.26 - 05:42
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Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls (ZeroHedge)
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Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls
In the past two weeks we have discussed demand destruction as a result of soaring oil prices (here and here), and we are increasingly seeing anecdotal evidence of just that (here is a table from Goldman we showed previously, laying out where demand destruction is most acute).
We start, as always, with Asia which has emerged as ground zero of the global energy crisis - as a reminder last week we first presented a map by JPMorgan's resident commodity expert who how the shockwave from the Iran war spreads across the world, hitting Asia first, then Africa and Europe, before settling on the US, but mostly California.
Source
According to UBS, a shortage of jet fuel in Asia and very high prices for what is available are now leading to greater flight cancellations. European jet fuel trades around $1713/tonne, up 114% since the war began. Singapore fuel is up around 140%. Both Vietna...
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