All posts tagged: Export

Global Demand Destruction: Subsidies, Empty Gas Stations, Rationing, Flight Cancelations, Export Limits, Price Controls

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 Vietnam Airlines and Air New Zealand have had to cancel flights due to limited fuel supply. Let’s go down the list. 1. Panic buying …

Analysis-Ukraine’s Drone Masters Eye Iran War to Kickstart Export Ambitions

Analysis-Ukraine’s Drone Masters Eye Iran War to Kickstart Export Ambitions

By Tom Balmforth and Max Hunder LONDON/KYIV, March 30 (Reuters) – Ukraine’s war has forced the country to become a trailblazer in drone interception. The conflict ⁠in ⁠the Middle East could be its make-or-break moment to take the technology global. In ⁠an effort to export Ukrainian systems and know-how, President Volodymyr Zelenskiy has criss-crossed the Gulf region this weekend to hash out deals with countries that have been targeted by waves of ​Iranian drone attacks this month. “Ukraine is sharing expertise that is not available in the Middle East,” Zelenskiy told Reuters in an interview last week. “Expertise is not a drone, but a skill, a strategy, a system where a drone is one part of the defense.” Indeed, Ukraine has signed framework cooperation ‌deals with Saudi Arabia and Qatar in recent days, and has ‌said one is in the works with the United Arab Emirates. Zelenskiy has stressed that arms sales must be decided at the government level, warning businesses against engaging with clients directly. Ukraine’s drone sector is chomping at the bit. “Everybody …

France Freezes Sale of M Hans Baldung Drawing With Export Ban

France Freezes Sale of $3M Hans Baldung Drawing With Export Ban

The French government has stepped in to stop the sale of a newly identified drawing by Hans Baldung, according to the Art Newspaper, throwing a last-minute wrench into what was shaping up to be a major Old Master auction in Paris. The small portrait, dated to 1517 and attributed to the German Renaissance artist, was slated to hit the block at French auction house Beaussant Lefèvre, carrying an estimate of $1.74 million to $3.5 million. Two days before the auction, France’s culture ministry declared it a national treasure, triggering a 30-month export ban and effectively pulling it off the market.  Related Articles That kind of intervention is rare but not unheard of in France, where the state can halt sales to give local institutions time to raise funds and keep important works in the country. In this case, the stakes are unusually high. Baldung drawings almost never come up for sale, and this one is being billed as the only surviving silverpoint portrait by the artist still in private hands.  The work itself is modest in size …

US LNG Export Terminals “Running Near Maximum” As MidEast Energy Infra Descends Into Chaos

US LNG Export Terminals “Running Near Maximum” As MidEast Energy Infra Descends Into Chaos

The attacks on upstream oil/gas assets across the Middle East this week sparked turmoil across global energy markets.  Israel set off the chain reaction with its attack on Iran’s South Pars gas field on Wednesday morning, followed by Iran’s retaliatory strikes on Qatar’s LNG plant, Saudi Arabia’s Red Sea export hub, and other targets across the surrounding Gulf states. This week’s attacks on critical upstream energy facilities across the Middle East, by both Iran and Israel, suggest the risk of prolonged outages and tighter global gas markets. Read:  That is bullish for U.S. LNG exporters along the Gulf of America, where waters remain calm and the risk of major conflict is low. But as Criterion Research President, James Bevan, details below, these U.S. export hubs are already operating at or near full capacity. The Strike Iranian ballistic missiles struck Qatar’s Ras Laffan Industrial City in two waves over 12 hours on March 18-19, causing extensive damage to both the Shell-QatarEnergy Pearl GTL facility and the LNG complex. The Pearl GTL complex, the world’s largest gas-to-liquids facility …

US Energy Sec Confirms No Plans For Oil Or Gas Export Bans

US Energy Sec Confirms No Plans For Oil Or Gas Export Bans

Update (1335ET): US Energy Secretary Chris Wright has confirmed, through a statement he posted on X that the US will not be baning oil or gas exports… Thanks to @POTUS, the United States is the world’s top oil and natural gas producer. We are also the largest natural gas exporter and a top oil exporter. To be clear, the Trump administration has no plan to implement restrictions on oil and gas exports. Interestingly, the initial kneejerk higher in oil prices on the reported denial has been completely erased… *  *  * Having diverged significantly overnight from Brent crude prices, WTI is now exploding higher, breaking back above $100, after hopes of a US export ban were crushed by Politico’s sources. Sophia Cai (@SophiaCai99) posted on X that: NEW: The White House will not implement a crude export ban, and told oil executives as much at this morning’s meeting with API, per an admin official who participated in the meeting. The reaction was immediate… Erasing the overnight blowout in the WTI-Brent spread… Will The White House deny …

Google Stitch Leak : Gemini AI Design Agent & React Export

Google Stitch Leak : Gemini AI Design Agent & React Export

Recent leaks have shed light on Google’s revamped AI design platform, Stitch, revealing a suite of features aimed at bridging the gap between creativity and development. Among the highlights is a 3D workspace that allows designers to interact with their projects in a spatial environment, offering greater precision for complex UI/UX tasks. Universe of AI explores how this redesign integrates conversational AI for real-time collaboration and introduces direct React code generation, which could significantly reduce the time spent transitioning from design to development. Dive into this breakdown to understand how Stitch’s prototyping enhancements streamline user testing through features like QR code generation and screen-to-screen navigation. You’ll also gain insight into its compatibility with broader ecosystems, including MCP export and agent skill integration, which position it as a versatile solution for diverse workflows. Whether you’re curious about its collaborative AI agent or its potential impact on app development, this guide unpacks what these updates mean for the future of AI-driven design. Google Stitch Redesign: Key Features & Innovations TL;DR Key Takeaways : Google’s redesigned AI-powered design …

U.S. military bombs Kharg Island, Iran’s main oil export hub : NPR

U.S. military bombs Kharg Island, Iran’s main oil export hub : NPR

This picture, taken a position in northern Israel, shows an Israeli Air Force fighter jet flying over the border area with southern Lebanon on March 13, 2026. Jalaa Marey/AFP via Getty Images hide caption toggle caption Jalaa Marey/AFP via Getty Images President Trump asserted Saturday that the U.S. military had “destroyed 100% of Iran’s Military capability,” and that American forces had on Friday bombed the crucial oil sea port, Kharg Island. Trump said the strikes had sought to avoid damaging the island’s oil facilities, which has become a major focal point during the war as concerns have grown globally about Iran’s energy exports. Kharg Island sits 15 miles off Iran’s southern coast and is critical to the country’s oil-dependent economy. Roughly 90 percent of Iran’s export crude oil passes through the island. In a Truth Social post Friday evening, Trump wrote that “for reasons of decency, I have chosen NOT to wipe out the Oil Infrastructure on the island.” But the president warned that if Iran “or anyone else” decided to interfere with the passage …

NotebookLM still can’t export properly, so I use these workarounds instead

NotebookLM still can’t export properly, so I use these workarounds instead

NotebookLM is one of the best research tools available right now; until you try to get your notes out of it. Despite a December 2025 update that added a native export button, the feature only sends content to Google Docs or Sheets. No PDF, no Markdown, no plain text. If you work outside the Google ecosystem or want real formatting control, you hit a small bump. And what if you want to preserve all your chats and prompts? There’s no elegant option yet. But like everything else in life, there are workarounds. You also know that if an app works in Chrome, extensions often ride to the rescue. OS Android, iOS, Web-based app Developer Google Pricing model Free The “Export to Docs” button does the job with limitations But only if Google Docs is your final destination In December 2025, NotebookLM added a native export option. In the Studio panel, click the three-dot menu next to any Note or Report, and you’ll see Export to Docs. Content with tables automatically routes to Google Sheets. It’s …

UK Government Puts Export Ban on Hodgkin Work

UK Government Puts Export Ban on Hodgkin Work

British officials are trying to keep a major painting by the late London-born artist Howard Hodgkin from leaving the UK. Last week, the country’s Department for Culture, Media, and Sport (DCMS) placed an export ban on Mrs Acton in Delhi (1967–71), giving a British museum or gallery the chance to buy it instead. The move comes after the work sold at Bonhams in London last October for £1.7 million (around $2.3 million), setting a new auction record for Hodgkin. Hodgkin began the painting just three years after his first trip to India, a place that captivated him from childhood through to the end of his life. According to officials, the work captures a key moment in the artist’s development, showing the shift from his early Pop art influences toward the emotionally charged abstraction that would later define his style. Related Articles Mrs Acton in Delhi depicts the wife of British Council representative John Stewart Acton, lounging on a balcony overlooking the Indian capital. It is considered one of the standout works in Hodgkin’s career, and …