Author: Mickael Rois

Brazil’s leading energy minister urged nations to endorse a fossil fuel phaseout roadmap at Cop30 ($EWZ), heightening market anticipation for a policy shift. The call for a binding transition surprised investors given Brazil’s oil exports hit $46.6 billion in 2024. Will global policymakers commit to faster decarbonization this time? Brazil Demands Concrete Fossil Fuel Phaseout at Cop30 With $46B Oil Exports at Stake On November 18, Brazil’s Minister of Environment and Climate Change Marina Silva formally called for negotiators at Cop30 to “have the courage” to set a clear timeline for a global fossil fuel phaseout. The statement follows a…

Business and energy leaders revealed sharp criticism of the Coalition’s ($COAL) new pledge to jettison Australia’s net zero target, arguing the move won’t lower power bills as promised and lacks credible detail. The focus keyphrase “coalition net zero power bills” dominates industry debate after the surprise announcement at a time of rising household and wholesale energy costs. Coalition Promises on Net Zero Labeled ‘Uncosted’ by Industry Groups Australian Chamber of Commerce and Industry ($ACCI) and the Business Council of Australia ($BCA) assert that the Coalition’s ($COAL) November 17 announcement to dump net zero emissions by 2050 is unbacked by transparent…

South Korea ($KOSPI) revealed a plan to retire all 58 of its coal-fired power stations by 2040, jolting Australia’s export market and putting at risk over $12 billion in annual coal trade. The South Korea coal exit impact now raises urgent questions for investors and exporters facing a sudden shift in Asian energy demand. South Korea’s 2040 Coal Shutdown to Hit $12B Australian Export Market The South Korean government formally announced intentions on November 18, 2025, to phase out all domestic coal power generation by 2040, according to the Ministry of Trade, Industry and Energy. This decisive move targets net-zero…

World leaders at Cop30 in Belém, Brazil, revealed a coordinated push for a Cop30 fossil fuel phase-out roadmap, with over 80 countries—including large emerging economies—backing the initiative, a surprise move amid energy market volatility. The coalition’s timing challenges assumptions about 2025 energy sector alignments ($XLE). Cop30: Over 80 Countries Urge Fossil Fuel Exit Roadmap At the Cop30 climate summit on November 18, 2025, a bloc of 83 nations—including Brazil, Germany, South Korea, and Indonesia—called for a definitive timeline to phase out coal, oil, and natural gas. According to Reuters, the group commands over 74% of global GDP and accounts for…

South Africa’s leading financial executives at Standard Bank Group ($SBK.JO) and FirstRand ($FSR.JO) revealed bullish projections after GDP growth hit 2.7% in Q3 2025, surpassing expectations—a key highlight in the current South African bankers bullish news cycle. Unexpected credit growth and retail momentum drive optimism despite persistent global headwinds. Standard Bank and FirstRand Rally on 15% Profit Jump in 2025 Standard Bank Group ($SBK.JO) reported a 15% surge in headline earnings for the first nine months of 2025, reaching R38.1 billion, while FirstRand ($FSR.JO) matched the pace with a 14% gain to R31.6 billion, according to Bloomberg data (as of…

Richmond Fed President Thomas Barkin ($FED) signaled new caution on the labor market, revealing that recent US payroll numbers fell short of expectations—a surprise for investors who had priced in steady hiring. The focus keyphrase, Barkin cautions on labor market, highlights shifting sentiment amid signs of softening job gains. US Payroll Growth Misses Forecasts as Barkin Urges Prudence Barkin stated on November 18 that US nonfarm payrolls expanded by only 145,000 in October 2025, missing Bloomberg’s median forecast of 165,000 and marking the weakest pace since early 2023. Wage growth slowed to 3.8% year-over-year, according to Bureau of Labor Statistics…

US Treasuries climbed, with the 10-year yield dropping to 4.21%, as Federal Reserve ($FED) rate cut speculation intensified. This sharp move in US government bonds surprised markets focused on the Fed rate decision impact treasuries, as traders remain split over the central bank’s likely policy path. 10-Year US Treasury Yield Hits 2-Week Low Amid Fed Uncertainty The yield on the 10-year US Treasury note slipped 8 basis points to 4.21% by November 18, marking its lowest level since October 31, 2025. Two-year yields also fell, touching 4.46% after starting the week at 4.60%, according to Bloomberg data. The iShares 20+…

US Department of Labor data reveals jobless claims surged to 232,000 in the week ended October 18, surprising analysts who anticipated stability. The uptick in US jobless claims October 2025 marks a notable shift for labor market watchers, with the seasonally adjusted figure reaching a three-month high and raising fresh questions about employment trends. US Jobless Claims Spike to Highest Level Since July 2025 Initial jobless claims in the United States climbed to 232,000 for the week ending October 18, 2025, up sharply from the previous week’s revised total of 214,000, according to the US Department of Labor (reported October…

UK core inflation data surprised markets as Bank of England’s ($BOE) Chief Economist Huw Pill revealed UK inflation was less bad than the headline suggested, intensifying focus on underlying price trends. Investors racing to interpret the UK inflation less bad than headline readings ask: Is policy relief closer than markets think? UK Inflation Rises 3.1%: BOE’s Pill Points to Lower Underlying Pressures The Office for National Statistics reported UK Consumer Price Index (CPI) rose 3.1% year-on-year in October 2025, softening from 3.7% in September (ONS, November 2025). Bank of England’s Huw Pill stated the most recent data signal core inflation,…

Bitcoin ($BTC) plunged below $96K on heavy volume Tuesday, erasing all 2025 gains and triggering a sharp wave of risk-off sentiment. The focus keyphrase, Bitcoin plunges below $96K, sets an ominous tone as crypto markets face unexpected volatility. What fueled the selloff and what comes next for digital assets? Bitcoin Drops 11% to $94,320: 2025 Gains Wiped Out Bitcoin ($BTC) tumbled 11% within 24 hours, falling to $94,320 at 18:40 UTC, according to CoinMarketCap data. This marks the lowest price since December 2024 and drags the leading cryptocurrency’s year-to-date return to -1.7%, below the $96,000 watermark that defined recent support.…