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Dangote Launches Africa’s Biggest IPO as Refinery Expansion Accelerates
Dangote Refinery launched Africa’s biggest-ever share sale, targeting about $1.6bn at a valuation of roughly $47–50bn, while planning to double Lagos refining capacity to 1.4 million bpd by 2029 and expand into Kenya.
Over The Weekend - AI Speedrun - Hits the Brakes? Anthropic, xAI and OpenAI Back a Slower Frontier, Global AI Stocks Slide
Dario Amodei, Elon Musk and Sam Altman all backed slowing the frontier AI race, while Altman said OpenAI has paused some training runs and does not expect a 2026 IPO.
Over The Weekend - Middle East Energy Security Faces New Tests, as Brent Tops $107
Saudi Arabia’s East-West pipeline outage, rising risks around Hormuz and Bab el-Mandeb, and delayed Oman talks pushed Middle East energy security back into focus as Brent climbed above $107.
Oil Crossed $100 Again, but the Bigger Inflation Risk May Be Diesel
Oil is back above $100, but America’s bigger inflation problem may be diesel. Distillate stocks are scraping historic lows, refineries are already running near full tilt and the Strategic Petroleum Reserve cannot solve the shortage on its own.
Sony v. Suno "Fair Use" Ruling: Where Does the Lawsuit That Could Define AI Music's Rules Go From Here?
I. Deal Overview On September 10, Universal Music Group (UMG) announced a multi-year strategic agreement with AI audio company ElevenLabs to launch an AI-powered music creation platform, allowing fans to remix, mash up, and create "personalized vocal experiences" using tracks from artists who opt in to
The AI Buildout Still Has Money. But Who Bears the Risk Is Changing
AI-related debt issuance has approached $500 billion in 2026. At the same time, delays, grid bottlenecks and fast-aging hardware are making lenders a lot pickier. Is this the end of the AI infrastructure boom?
"Tip Toe" Premieres in the US: Can It Repeat Its UK Success?
I. Deal Overview "Tip Toe" is a five-episode limited series created by Russell T Davies, known for "Doctor Who," "Queer as Folk," and "It's a Sin." The show stars Alan Cumming and David Morrissey and aired on the UK&
Paramount Repeats Demand That States and WGA Post $1.88 Billion Bond Over Warner Bros. Merger Delay, After AGs Argue Company Is Trying to ‘Offload Its Responsibility’ for Ticking Fees
Paramount Skydance on Tuesday reiterated its demand in a court filing that the 12 states and the WGA — whose antitrust lawsuits seek to block its takeover of Warner Bros. Discovery — post $1.88 billion in bond as security for the losses Paramount would incur if the deal doesn’t close
Oasis' Rumored Manchester Residency: The Next Case in a Global Residency Wave?
I. Band Background: A Reunion After 16 Years, and a Tour That Just Wrapped Liam and Noel Gallagher split years ago amid a long-running feud, before reuniting for the "Live '25" reunion tour in 2025. The tour launched in Cardiff, Wales, on July 4, followed by
RINs: The “Shadow Currency” of the U.S. Fuel Market
The US biofuel mandate runs on a shadow market where RIN prices reveal the true cost of forcing more renewable fuel into the system.
Operational Update - Evergreen, Yang Ming and Wan Hai Record Positive 8M 2026 Revenue Growth
Taiwan’s three major container carriers — Evergreen Marine, Yang Ming Marine Transport, and Wan Hai Lines — all posted higher revenue in August 2026, both y/y and m/m.
Kalshi Commodities Hit $400mn Monthly Volume, as It Files for WTI Perpetual Futures
Kalshi’s commodities trading volume has topped $400mn a month, more than four times crypto’s pace at the same stage, as the platform files for WTI perpetual futures and expands further into regulated derivatives.
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RINs: The “Shadow Currency” of the U.S. Fuel Market
Silicon Bakery — A Rundown of Nvidia's Investments: What Does It Tell Us?
India's Sugar Is Competing With Gasoline for the Same Sugarcane
AI Speedrun - Google just paid $10M to buy a dead airline's data — a cheap win for its AI, but may not be a positive catalyst, yet — and what’s worth digging?
Global Chokepoint - Panama Canal Tightens Draft Limits as Water Levels Come Under Pressure
Must Read
RINs: The “Shadow Currency” of the U.S. Fuel Market
Silicon Bakery — A Rundown of Nvidia's Investments: What Does It Tell Us?
India's Sugar Is Competing With Gasoline for the Same Sugarcane
AI Speedrun - Google just paid $10M to buy a dead airline's data — a cheap win for its AI, but may not be a positive catalyst, yet — and what’s worth digging?
Global Chokepoint - Panama Canal Tightens Draft Limits as Water Levels Come Under Pressure