Daily recaps of market-moving signals.

Medium impact USD event

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There is great uncertainty as to whether and to what extent the Strait of Hormuz is reopening the flow of global oil and gas trade against the backdrop of a fragile ceasefire. What is certain, however, is that the global energy sector will see far-reaching consequences of the historic disruption for a long time to come. In fact, the global energy landscape may never be the same again. On an average day, approximately one-fifth of the world’s oil and gas trade crosses through the Strait of Hormuz, a waterway between the Persian Gulf and the…

Fiscally stressed Colombia is facing multiple crises that possess the potential to derail a vulnerable economy. Oil and natural gas production is in freefall because of adverse regulatory reforms and frequent tax hikes. Declining revenue from Colombia’s oil patch is impacting a fragile economy and weak government finances. There are fears that recent oil shocks caused by Tehran's closing of the Strait of Hormuz will sharply impact Colombia’s hydrocarbon-dependent economy, potentially triggering energy and fiscal crises due to a growing…

Many countries worldwide have been hit hard by the energy crisis that has emerged following the U.S.-Israeli attacks on Iran and ensuing conflict, with severe oil and gas shortages driving energy prices sky high. But while some countries are suffering badly, China so far appears relatively untarnished, following several years of preparation aimed at boosting the Asian giant’s energy and national security and reducing reliance on foreign powers.  China has been stockpiling vast quantities of oil in recent years, with a 1.3-billion-barrel…

On Wednesday, the United States and Iran agreed to a two-week ceasefire, pausing the 42-day military campaign by the U.S. and Israel against multiple Iranian military and civilian targets. The Pakistan-brokered deal is, however, already being severely tested: whereas direct U.S. strikes on Iran have stopped, Israel and Hezbollah in Lebanon have continued fighting, with Israel maintaining that Lebanon is not part of the ceasefire, while Iran insists that continued Israeli strikes violate the agreement. Meanwhile, traffic through the Strait of Hormuz…

Bitcoin Magazine Relics of a Revolution, Part II: False Profits and Freedom Street art, protest, and Bitcoin collide as Mear One traces the fight against broken money systems from graffiti walls to the Genesis Block. This post Relics of a Revolution, Part II: False Profits and Freedom first appeared on Bitcoin Magazine and is written by Dennis Koch.

Governments worldwide are racing to find a solution to contend with the severe energy shortages brought about by the war in Iran and the ongoing Middle East conflict. For some, this means accelerating the deployment of renewable energy, which is likely to be a longer-term solution. For others, it means relying on stockpiles of crude, while the oil trade remains limited. And, for many, it means using any type of energy available, including coal. Several countries have reduced their reliance on coal in recent years in favour of oil, gas, and renewable…

Tajikistan and Uzbekistan are among the top 10 countries in the world with the poorest air quality, according to the findings published by a Swiss research firm. More broadly, Central Asia experienced a sharp increase in pollution in 2025. According to IQAir’s World Air Quality Report for 2025, the air in Tajikistan contained an average of 57.3 micrograms of PM2.5 particles per cubic meter (µg/m³), an amount 11.5 times higher than the World Health Organization’s guidelines for acceptable air quality. Tajikistan’s general…

The war in Iran and broader Middle East conflict are making consumers and policymakers more aware of the vulnerabilities that face the global energy market. The price of fossil fuels is rising higher and higher, as supply chain disruptions are spurring oil shortages around the world. As governments worldwide evaluate their next moves, consumers appear to be increasingly turning to electric vehicles (EVs) to reduce their reliance on petrol. Many governments have introduced policies that aim to encourage the purchase of EVs and dissuade consumers…

If you are looking for respite from news of bombings, threats to ancient civilizations, becalmed oil tankers, rising prices, disputes about who can go to which toilets, and sex scandals among the rich and famous, consider these stories that matter for energy folk who would have otherwise noticed but might have been distracted by all the other stuff. Nuclear reactor price—As part of the tariff dispute last year, Japan was strong-armed into announcing billions of dollars of new investments in the USA. As part of the deal, GE Hitachi will partner…

It almost looks like an eternal story or an Australian boomerang approach, but the global oil market is once again being misread, very badly. Headlines speak of disruption, paralysis, and the near closure of the Strait of Hormuz. International tanker trackers all report traffic collapsing, while Gulf exporters are shutting in production. Every single visible metric indicates that the system is under extreme stress. And yet, there is still oil flowing. This time it is not open, not as usual able to be measured by markets, or in volumes that are…

Russia has restarted limited oil loadings at its Black Sea port of Novorossiysk after a drone attack earlier this week forced a full suspension. Operations at the Sheskharis terminal resumed late Thursday, but only one berth is currently active. A single cargo of roughly 80,000 tons is expected to depart, well below the terminal's normal capacity of about 700,000 barrels per day. The restart comes after the Monday strike that caused fires at a fuel terminal and damaged loading infrastructure. Shipments were halted entirely. The loading schedule…

The total number of active drilling rigs for oil and gas in the United States fell this week, according to new data that Baker Hughes published on Thursday, bringing the total rig count in the US to 545, down 38 from this same time last year. The number of active oil rigs stayed at 411 during the latest reporting period, according to the data. This is 61 below this same time last year. The number of gas rigs fell by 3 after gaining 3 in the week prior. Gas rigs now sit at 127, which is 22 more than this time last year. The miscellaneous rig count…

Europe could face a jet fuel shortage within three weeks if flows through the Strait of Hormuz remain restricted, according to the region’s airport industry group. ACI Europe warned that a continued disruption would leave airports and airlines short on supply during the start of the peak summer travel season. In a letter to EU officials, the group said a shortage would quickly ripple through the aviation system and hit economic activity across the bloc. “If the passage through the Strait of Hormuz does not resume in any significant…

OpenAI's broader Stargate push to build next-generation AI infrastructure in the UK has been put on hold, with the company citing regulatory conditions and high energy costs as major obstacles to long-term investment. That outcome is hardly surprising: Britain, like much of dying Europe, has layered on regulatory burdens, while years of backfiring ‘green’ energy policies have left power costs structurally elevated. It’s a toxic mix for power-hungry AI data center buildouts. “We see huge potential for the UK’s AI future,”…

India has reached a milestone in its nuclear energy program through its state-of-the-art fast breeder reactor, signalling a major step forward for the clean energy transition in the world’s most populous country. The country’s most advanced nuclear reactor reached criticality earlier this month, meaning that the nuclear chain reaction powering the plant is self-sustaining. This breakthrough will ultimately allow India to import far less uranium to power its nuclear program, and can be adapted to use domestic thorium reserves for fuel…

Bitcoin Magazine Tim Draper Confirmed as a Bitcoin 2026 Speaker Tim Draper has been officially confirmed as a speaker at Bitcoin 2026. The founder of Draper Associates, DFJ, and the Draper Venture Network, Draper is one of the longest-standing and most vocal Bitcoin advocates in the venture capital world and one of the few investors who put real money behind the asset before it was […] This post Tim Draper Confirmed as a Bitcoin 2026 Speaker first appeared on Bitcoin Magazine and is written by Jenna Montgomery.

Bitcoin Magazine Stacked (formerly Lightning Pay) launches self-custodial Lightning wallet as New Zealand’s last major non-custodial Bitcoin exchange Stacked, the rebranded Lightning Pay, has emerged as one of the few remaining non-custodial Bitcoin platforms in New Zealand after a wave of mergers and shutdowns. The company today launched a self-custodial Lightning wallet built on Breez and Spark SDKs, enabling users to receive Bitcoin directly into their own wallets and pay utility bills or rent via Open Banking. This post Stacked (formerly Lightning Pay) launches self-custodial Lightning wallet as New Zealand’s last major non-custodial Bitcoin exchange first appeared on Bitcoin Magazine and is written by Juan Galt.

Bitcoin Magazine Strategy’s (MSTR) Bitcoin Ambition Is Reshaping Corporate Finance. Everyone Else Is Falling Behind Michael Saylor’s Strategy is driving nearly all corporate Bitcoin accumulation, turning its STRC-fueled treasury model into the dominant force reshaping how companies approach Bitcoin in 2026. This post Strategy’s (MSTR) Bitcoin Ambition Is Reshaping Corporate Finance. Everyone Else Is Falling Behind first appeared on Bitcoin Magazine and is written by Micah Zimmerman.

Bitcoin Magazine Bitcoin Could Be Quantum-Safe Without Protocol Changes, New Proposal Claims Bitcoin transactions could be resistant to quantum attacks without changing the network’s core rules, a new proposal contends. This post Bitcoin Could Be Quantum-Safe Without Protocol Changes, New Proposal Claims first appeared on Bitcoin Magazine and is written by Micah Zimmerman.

In March, we experienced four incidents that resulted in degraded performance across GitHub services. The post GitHub availability report: March 2026 appeared first on The GitHub Blog.

Get inspired by five of the most memorable, magical, and quirky Universe sessions to date. The post GitHub Universe is back: We want you to take the stage appeared first on The GitHub Blog.

Connect any OpenID Connect identity provider to your Supabase project: GitHub Enterprise, regional providers, and more.

By applying symbolic execution and the Z3 theorem prover to BPF bytecode, we’ve automated the generation of malware trigger packets, cutting analysis time from hours to seconds.

We analyzed checkout activity across more than 20K businesses, surveyed shoppers and ecommerce leaders, and gathered insights from businesses on the Stripe network to understand what’s changing in online conversion.

Recent advances in quantum hardware and software have accelerated the timeline on which quantum attack might happen. Cloudflare is responding by moving our target for full post-quantum security to 2029.

Discover how Rubber Duck provides a different perspective to GitHub Copilot CLI. The post GitHub Copilot CLI combines model families for a second opinion appeared first on The GitHub Blog.

Cloudflare Organizations is now in public beta, introducing a new management layer for enterprise customers with multiple accounts. Learn how we consolidated our authorization systems to enable org-wide management.

The path to better performance is often found in simplicity. The post The uphill climb of making diff lines performant appeared first on The GitHub Blog.

Supabase hits 100,000 GitHub stars. A reflection on community, open source, and what got us here.

Retailers know search and discovery have already shifted. What comes next is less settled. From embedded checkout to emerging third-party surfaces, here’s how ecommerce and AI leaders are integrating agentic commerce.

The explosion of AI-bot traffic, representing over 10 billion requests per week, has opened up new challenges and opportunities for cache design. We look at some of the ways AI bot traffic differs from humans, how this impacts CDN cache, and some early ideas for how Cloudflare is designing systems to improve the AI and human experience.

Gemma 4: Our most intelligent open models to date, purpose-built for advanced reasoning and agentic workflows.

/fleet lets Copilot CLI dispatch multiple agents in parallel. Learn how to write prompts that split work across files, declare dependencies, and avoid common pitfalls. The post Run multiple agents at once with /fleet in Copilot CLI appeared first on The GitHub Blog.

Recent attacks on open source focus on exfiltrating secrets; here are the prevention steps you can take today, plus a look at the security capabilities GitHub is working on. The post Securing the open source supply chain across GitHub appeared first on The GitHub Blog.

Browse Supabase docs with grep, find, and cat.

Today we are launching the beta of EmDash, a full-stack serverless JavaScript CMS built on Astro 6.0. It combines the features of a traditional CMS with modern security, running plugins in sandboxed Worker isolates.

Eight years ago, we launched 1.1.1.1 to build a faster, more private Internet. Today, we’re sharing the results of our latest independent examination. The result: our privacy protections are working exactly as promised.

I used coding agents to build agents that automated part of my job. Here's what I learned about working better with coding agents. The post Agent-driven development in Copilot Applied Science appeared first on The GitHub Blog.

Magic Transit customers can now program their own DDoS mitigation logic and deploy it across Cloudflare’s global network. This enables precise, stateful mitigation for custom and proprietary UDP protocols.

Learn how to secure your projects and keep them safe with GitHub Advanced Security. The post GitHub for Beginners: Getting started with GitHub security appeared first on The GitHub Blog.

We are opening our advanced Client-Side Security tools to all users, featuring a new cascading AI detection system. By combining graph neural networks and LLMs, we've reduced false positives by up to 200x while catching sophisticated zero-day exploits.

Workflows are now visualized via step diagrams in the dashboard. Here’s how we translate your TypeScript code into a visual representation of the workflow.

A look at GitHub Actions’ 2026 roadmap, outlining how secure defaults, policy controls, and CI/CD observability harden the software supply chain end to end. The post What’s coming to our GitHub Actions 2026 security roadmap appeared first on The GitHub Blog.

A look at recent ISP and government-directed blocks of Supabase domains in three regions—what triggered them, how we worked with authorities and customers to restore access, and what multi-tenant platforms can do to prepare.

When we investigated why our Atlantis instance took 30 minutes to restart, we discovered a bottleneck in how Kubernetes handles volume permissions. By adjusting the fsGroupChangePolicy, we reduced restart times to 30 seconds.

Our latest voice model has improved precision and lower latency to make voice interactions more fluid, natural and precise.

Introducing Lyria 3 Pro, which unlocks longer tracks with structural awareness. We’re also bringing Lyria to more Google products and surfaces.

Google DeepMind researches AI's harmful manipulation risks across areas like finance and health, leading to new safety measures.

Radar now helps prevent free trial abuse with just one click. When enabled, Radar predicts the presence of abusive behavior that violates common trial terms, such as repeated trial signup or missed cancellations, with 90% accuracy.

We’re introducing Dynamic Workers, which allow you to execute AI-generated code in secure, lightweight isolates. This approach is 100 times faster than traditional containers, enabling millisecond startup times for AI agent sandboxing.

Cloudflare’s Gen 13 servers double our compute throughput by rethinking the balance between cache and cores. Moving to high-core-count AMD EPYC ™ Turin CPUs, we traded large L3 cache for raw compute density. By running our new Rust-based FL2 stack, we completely mitigated the latency penalty to unlock twice the performance.

Cloudflare's Gen 13 servers introduce AMD EPYC™ Turin 9965 processors and a transition to 100 GbE networking to meet growing traffic demands. In this technical deep dive, we explain the engineering rationale behind each major component selection.

The most sophisticated fraud teams are shifting from one-size-fits-all fraud approaches to more dynamic, tailored interventions. They are removing friction for trusted users, embedding fraud detection directly into agentic transactions, and investing in multilayered identity verification to combat deepfakes.

Supabase is a co-design partner in the Stripe Projects developer preview.

Adaptive Pricing is now available for subscriptions, allowing businesses to automatically localize prices in 150+ countries while Stripe handles currency conversion. In an A/B test across 1.5 million subscription checkouts, businesses saw 4.7% higher conversion and 5.4% higher LTV per session, on average.

Kimi K2.5 is now on Workers AI, helping you power agents entirely on Cloudflare’s Developer Platform. Learn how we optimized our inference stack and reduced inference costs for internal agent use cases.

We’re launching the Machine Payments Protocol (MPP), an open standard, internet-native way for agents to pay—co-authored by Tempo and Stripe. Businesses on Stripe can accept payments over MPP in a few lines of code using our PaymentIntents API.

We are expanding Regional Services with new pre-defined regions and the launch of Custom Regions. Customers can now define precise geographical boundaries for data processing, tailored to meet their compliance and performance needs.

We’re introducing a framework to measure progress toward AGI, and launching a Kaggle hackathon to build the relevant evaluations.

Cloudflare is appealing a €14 million fine from Italian regulators over "Piracy Shield," a system that forces providers to block content without oversight. We are challenging this framework to protect the Internet from disproportionate overblocking and lack of due process.

Learn how Cloudflare and CDW de-risk SASE migrations with a blueprint that treats legacy debt as an application modernization project.

A future where we buy with AI agents feels inevitable. Making it actually work is harder. These lessons from the first wave of agentic commerce are meant to help sellers decide what to tackle, avoid common bottlenecks, and get ahead of what’s coming.

Blocking bots isn’t enough anymore. Cloudflare’s new fraud prevention capabilities — now available in Early Access — help stop account abuse before it starts.

From November 2025 to February 2026, our models detected 6.2x more abusive free trials across the Stripe network. This is part of a broader shift toward first-party fraud, where legitimate users abuse policies by setting up multiple accounts, cycling through free trials, or exploiting refunds.

Ten years since AlphaGo, we explore how it is catalyzing scientific discovery and paving a path to AGI.

Storage ships a rewritten object listing system, path traversal prevention, idempotent migrations, OpenTelemetry metrics, and fixes for the most common reliability issues.

Supabase Pro users can now send their Supabase logs to their own logging backend, enabling them to debug in the same place as the rest of their stack.

Stripe is now the first and only provider that supports both agentic network tokens and buy now, pay later tokens in agentic commerce through a single primitive.

Gemini 3.1 Flash-Lite is our fastest and most cost-efficient Gemini 3 series model yet.

State-of-the-art LLMs can now solve a majority of scoped coding problems, but it’s an open question whether they can fully autonomously manage software engineering projects. We spent months building evaluation environments to benchmark how well AI agents can create real Stripe integrations.

Our latest image generation model offers advanced world knowledge, production ready specs, subject consistency and more, all at Flash speed.

3.1 Pro is designed for tasks where a simple answer isn’t enough.

The Gemini app now features our most advanced music generation model Lyria 3, empowering anyone to make 30-second tracks using text or images.

Google DeepMind brings National Partnerships for AI initiative to India, scaling AI for science and education

A detailed account of the February 12 outage in us-east-2, what caused it, and the steps we are taking to prevent it from happening again.

Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.

The Hydra team, maintainers of pg_duckdb, is joining Supabase to focus on Postgres + Analytics and Open Warehouse Architecture.

Research papers point to the growing impact of Deep Think across fields

You can now add "Sign in with X" to your application using the new X / Twitter (OAuth 2.0) provider in Supabase Auth.

Connect your Supabase projects to Claude and manage your entire database infrastructure by telling Claude what you need.

Dennis Senn, creator of BKND, is joining Supabase to build a Lite offering for agentic workloads.

Google AI Ultra subscribers in the U.S. can try out Project Genie, an experimental research prototype that lets you create and explore worlds.

Connect to your Supabase database without touching the public internet.

We are releasing Agent Skills for Postgres Best Practices to help AI coding agents write high quality, correct Postgres code.

D4RT: Unified, efficient 4D reconstruction and tracking up to 300x faster than prior methods.

OpenAI plans to test advertising in the U.S. for ChatGPT’s free and Go tiers to expand affordable access to AI worldwide, while protecting privacy, trust, and answer quality.

A practical guide to diagnosing database slowdowns and choosing between vertical scaling and Read Replicas based on your workload, budget, and performance bottlenecks.

OpenAI launches a new RFP to strengthen the U.S. AI supply chain by accelerating domestic manufacturing, creating jobs, and scaling AI infrastructure.

OpenAI is investing in Merge Labs to support new brain computer interfaces that bridge biological and artificial intelligence to maximize human ability, agency, and experience.

OpenAI partners with Cerebras to add 750MW of high-speed AI compute, reducing inference latency and making ChatGPT faster for real-time AI workloads.

Our latest Veo update generates lively, dynamic clips that feel natural and engaging — and supports vertical video generation.

By rolling out ChatGPT Enterprise company-wide, Zenken has boosted sales performance, cut preparation time, and increased proposal success rates. AI-supported workflows are helping a lean team deliver more personalized, effective customer engagement.

We’re publishing our Raising Concerns Policy, which protects employees’ rights to make protected disclosures.