Markets Exxon’s Non-Gulf Barrels Mask a Five-Year Qatar Risk A 6 per cent production loss should have defined ExxonMobil’s first quarter. Half of the outages came from a Qatari LNG complex in which Exxon is a partner, and… finwiz 2 days ago 0
Markets Profit Beat Masks Axis Bank’s 97% Funding Squeeze Axis Bank’s quarterly net profit rose 23 per cent, but its operating profit increased only 1.3 per cent. That gap matters more than the earnings beat. The bank … capitalq 3 days ago 0
Markets Volvo’s 1.1% Margin Hides China’s Fixed-Cost Trap Risk Foreign carmakers’ combined share of China’s passenger-vehicle market has fallen from 60.8% in 2019 to 34.8% in 2025, yet Chinese luxury new-energy vehicle sale… finwiz 3 days ago 0
TSMC’s $100 Billion Arizona Bet Still Lacks New Money TSMC’s first Arizona fab has been in high-volume production since the fourth quarter of 2024; its second is complete, with output expected in the second half of… finwiz 4 days ago 0
China’s Export Boom Is Warehousing a 28-Month EV Glut China exported more than 1mn cars in June for the first time. At home, vehicle sales fell by more than 16%. That divergence matters more than the record shipmen… finwiz 5 days ago 0
The Secret Threat to Nvidia's $91B Forecast Nvidia’s new Asian customer gate has produced a concrete commercial result before a regulatory one: more than half of the company’s previous buyers failed the f… finwiz 6 days ago 0
US Treasury Borrows Against an Unproven $300B Tariff Fix The Treasury has already paid the price of the administration’s first tariff regime; it has not yet collected the benefit of the second. Refunds reached US$49.2… finwiz 7 days ago 0
Frontline’s Seven 2026 VLCCs Must Outrun Peak-Cycle Debt Frontline had already locked in second-quarter VLCC rates of $181,700 a day before the latest attacks near the Strait of Hormuz. At the same time, it was sellin… finwiz 7 days ago 0
Hormuz’s $423,736 Tanker Tax Still Buys Iran Nothing Iran’s Hormuz pressure has a price. It does not yet have a payoff. The clearest measure of Iran’s influence over the Strait of Hormuz is not a concession from … finwiz 7 days ago 0