A Congolese firm under US sanctions won a court ruling that may aid its claim to a prized tantalum deposit, potentially complicating Washington’s efforts to shore up supplies of critical minerals https://t.co/0Fe55PwGrC ...

The Trump administration is dramatically expanding US sanctions to capture subsidiaries of blacklisted companies — a crackdown that drew a swift rebuke from China, where key tech giants are already subject to stringent American trade curbs https://t.co/781fjRofCI ...

Turning to the energy markets and oil prices under pressure this morning on a new report that OPEC plus is gearing up for another production hike. Taking a look at oil right now. We see WTI pulling back about 1 and a.5%. Brent crew pulling back about one and a quarter.Our Dan Murphy joins us now from Dubai with the very latest. Dan, good morning. Frank, good morning to you.Well, OPEC is meeting this week to discuss oil output for November. But Frank, our sources have actually pushed back on these reports, s ...

Some terminal operators at China’s Qingdao Port will impose new restrictions on old tankers, a move seen as targeting vessels that carry sanctioned oil from Iran and other sensitive suppliers https://t.co/cSS6Y1YOvn ...

Two months after sanctions plunged Indian refiner Nayara Energy Ltd. into crisis, upending trade and forcing the abrupt exit of its European executives, the company’s operations and sales are recovering, thanks to government support and workarounds.The refiner — part-owned by Russia’s Rosneft PJSC and arguably the most high-profile Indian company to be hit by comprehensive sanctions — is now working with banks including State Bank of India to facilitate local currency payments, according to people familiar ...

Policy Analysis - American policy towards North Korea is divided between deterrence/sanctions and engagement [1] - Neither approach has been successful historically [1] - The likelihood of success for either approach is currently low [1]

Geopolitical Risk & Security Concerns - Critical undersea infrastructure, such as the Slink 2 electric cable between Finland and Estonia, has been severely damaged, raising concerns about national security [1] - Suspicion falls on Russia, with potential intentional acts of aggression impacting NATO airspace and critical infrastructure [3] - The use of a "shadow fleet" by Russia to circumvent sanctions is highlighted as a potential factor contributing to these incidents [4][5][8] - NATO has initiated Operation Baltic Sentry to monitor underwater infrastructure and commercial vessels in the Baltic Sea, acting as a deterrent [15][16] Investigation & Attribution Challenges - The Eagle S oil tanker is suspected of deliberately severing the undersea cable, with police investigating the incident [2] - Investigations into incidents involving the Newnew Polar Bear and Yeping 3 are ongoing, with both vessels suspected of damaging undersea cables [9][10][11] - Proving intentional damage on the high seas is difficult, with crews often claiming accidents [12][13] Economic & Financial Implications - Russia continues to sell as much oil as before the war, potentially funding its military operations [7] - A Russian oil company leased a ship for $35 million for two years, which was then used to purchase the ship, highlighting financial mechanisms used to operate the shadow fleet [6]

The toll of Vladimir Putin’s war in Ukraine and Western sanctions has hastened the decline in Russian oil production https://t.co/H7g9ByuAiJ ...

Oil Production - The war in Ukraine and Western sanctions have accelerated the decline in Russian oil production [1]

China and North Korea are feeling more friendly after a fractious decade in which Xi Jinping tightened enforcement of sanctions under American pressure https://t.co/nG9tsZuLOo ...