탱커들이 해협으로 복귀하고 미국-이란 지속 평화에 트레이더들이 베팅하면서 원유는 전시 고점에서 내리막을 이어가고 있다
United States
상무부, 우주 상황 인식 확대; 능동 잔해 제거 시장과 보험 상품 태동
보수 6 대 진보 3으로 멕시코에 체류 중인 이민자는 미국 망명 신청 권리가 없다고 판결. 별도의 6-3 판결로 아이티인 및 시리아인의 임시 보호 지위도 박탈
호르무즈 재개통으로 요소가 4월 최고점 대비 절반으로 떨어졌지만 USDA는 농업 투입 비용이 2027년까지 높은 수준 유지 전망. 올봄 질소 시비를 줄인 농가는 가을 수확 감소에 직면
FY26 연구개발비 12억 달러 추가, 예산조정법 우주 센서 72억·요격 시스템 56억 달러 투입
35개국 이상이 파괴적 ASAT 실험 금지 서약, 미국 위성 재머 배치, 러시아 핵 ASAT 우려 지속
IAEA 사무총장이 6월 17일 합의가 무엇을 요구하는지를 놓고 워싱턴과 테헤란이 엇갈린 신호를 보내는 가운데 사찰 시간표의 긴장을 완화
글로벌 인프라 투자 파트너십이 예산 항목을 잃는 가운데 행정부는 살아남은 프로젝트를 반중국 광물 전략으로 재정의
댈러스 연준 E&P 경영진들, 연말 WTI를 약 74달러로 전망; 신규 시추 손익분기점 약 67달러에 근접해 마진이 얇아져
수입 패널에 대한 8년간의 세이프가드 조치가 2월 만료; 국가 안보를 근거로 한 폴리실리콘 조사가 미국 태양광 공급망을 다시 흔들 수 있어
EIA nudges its 2026 Henry Hub forecast up to $3.60 even as associated-gas growth keeps prices flat against all-time LNG feedgas demand
Champlain Hudson energises and Cimarron Link and Southern Spirit progress, but planners say new lines still lag load growth and renewables
CAISO and other ISOs throw away record solar and wind and hit deepening negative prices, with bottlenecks, not oversupply, the culprit
A levy on cash transfers abroad hits Mexico and Central America hardest while migrants reroute to exempt digital channels
EIA sees crude slipping from a ~13.5m bpd record toward ~13.3m as Permian growth stalls; Baker Hughes oil rigs near 442, the fewest in years, with Permian breakevens up to ~$67
The QatarEnergy-ExxonMobil terminal finally exports after a contractor bankruptcy, adding 2 Bcf/d to record US capacity
Trump courts El-Sisi at the G7 over Gaza reconstruction and the Iran deal; at home inflation, a weak pound and lost Suez revenue still bite
Median-line crossings and joint air-sea patrols continue day after day while the opposition legislature keeps blocking Lai Ching-te's special defence bill
Beijing adds 10 US firms June 22; MOFCOM Announcement No. 26 (June 24, effective July 1) adds whistleblower rewards for illegal exports; Mineral Resources Law in force June 15
광산 재가동 지연과 장기 원자로 연료 공급 격차가 확대됨에도 전력 회사들의 현물 구매 부진으로 현물가는 멈춰있다
오만과 IMO가 수수료 없는 통항 항로를 개설한 다음 날, 이란 혁명수비대가 이를 '수용 불가'로 규정하며 16채널 강제 조정 요구
2026 회계연도 3분기, AI 메모리 주도 기록적 매출; 데이터센터 매출 약 150% 성장; 연간 HBM 생산 캐파 이미 완판
유로폴, 마이크로소프트 및 파트너들이 서버 326대·도메인 142개 압수, 4,100만 유로 규모 암호화폐 동결
아부다비 AI 캠퍼스가 미국 승인에서 배포 단계로 전환, 최대 3만5,000개 GB300 시스템 라이선스, 1GW 첫 클러스터, 5GW 건설 계획이 MBZ의 워싱턴 베팅의 중심에
DOE의 Centrus·General Matter·Orano 대상 작업 지시, 그리고 Urenco의 뉴멕시코 증설은 2028년 면제 절벽 이전에 러시아산 LEU를 대체하는 것을 목표로 한다
잔게주르 지대에 대한 99년 미국 개발 임대가 프레임워크에서 이행 단계로 전환되며 남코카서스 통과 노선을 재편하고 테헤란과 모스크바를 긴장시키고 있다
유엔 안보리 결의 2797이 서사하라에 관한 모로코의 자치 계획을 정착시키는 가운데 미국 특사들이 60일 합의를 제안. 폴리사리오의 후원자 알제리는 냉담한 입장 유지
5월 18일 비상 명령으로 운영자가 순환 정전 이전에 대형 부하를 차단할 수 있게 됐다. PJM은 2026년 여름의 신뢰성 여유가 매우 부족하다고 경고
데이터센터 개발사와 유럽 전력 회사들이 첫 착공 수년 전부터 소형모듈원자로 계약을 체결, 공장 제조 원자력으로 컴퓨팅과 전력망 수요를 충당하는 데 베팅
르몽드와 미국 의회 의원들은 아부다비가 에티오피아와 중앙아프리카공화국 경유 비밀 화물 경로를 개설해 RSF에 무기 공급을 지속하고 있다며, 이는 워싱턴에 한 확약에 반한다고 밝혀
랜더(NY-10), 아빌라 셰발리에(NY-13), 발데스(NY-7) 6월 24일 선거에서 승리, 도시 하원 대표단 지형 변화
헤그세스, 지향성 에너지 시스템이 프로그램 최초 실전 시험에서 드론·순항 미사일 위협 다수를 자율적으로 탐지하고 격추했다고 밝혀
Switzerland talks produced a 'roadmap', and opposite public accounts of what Iran committed to on nuclear access
EU가 검색 자사우대를 이유로 디지털시장법 역대 최대 제재를 확정하고 있으며, 데이터 공유 및 Android 관련 구속력 있는 명령이 7월 말 발령될 예정이다
뤼테 사무총장이 7월 7~8일 앙카라 정상회의를 앞두고 6월 24일 트럼프와 회동, 이란 작전 불참 동맹국에 대한 미국의 분노와 GDP 5% 국방비 목표 압박이 고조되고 있다
After two years of fragmentation, the top 10 crews drive 71% of victims; a Qilin-defector brand scales faster than any on record
Four Republican defectors passed a War Powers Act resolution; it has no force of law but is the first bipartisan Senate rebuke of the Iran campaign
Chinese and Philippine vessels manoeuvre within ~90m off Scarborough Shoal on 23 June, days after Beijing's floating platform and buoys reopened the standoff
Rapid Support Forces closed on North Kordofan's capital June 22-23; daily drone strikes since 10 June; four Western governments demand the assault halt
A lame-duck leftist president, barred from re-election, demands a recount and audit after his bloc loses the runoff by under 1%
General License X resumes Iranian crude exports with banking, insurance and shipping cover after the Hormuz reopening
The Supreme Court's Helms-Burton ruling waives sovereign immunity for Cuban state companies; Exxon's claim exceeds $1 billion, opening the door to a wave of expropriation suits
The first auction since the agency's authority lapsed clears 2GHz-band licences; up to 180MHz of upper C-band for 5G/6G is now teed up for 2027
Burgenstock talks June 22 conclude with a 60-day road map, Hormuz deconfliction cell and IAEA-inspectors-back agreement; Trump threatens US tolls if no final deal by August 22
A Trump-aligned lawyer edges leftist Iván Cepeda by under 1%, ending the Petro era and realigning Bogotá toward Washington; post-election clashes in three cities
Four US fabs fully booked, second Arizona fab pulls 3nm tool-install into Q3 2026; full-year revenue guided up >30% on AI demand still outpacing supply
A five-day T-Mobile Fiber outage in the US Southeast and brief but global backbone disruptions at Arelion, Comcast and AT&T mark a noisy month for the internet's core
12 firms hold $3.2B in SBI work; a new $4.16B contract and Northrop-Apex push a 2028 integration target
The Liaoning carrier group concluded a 40-day deployment June 22; a rare PLA Navy-AFP Navy standoff at Scarborough Shoal June 20; China's CCG Regulation No. 3 took effect June 15
Lutnick alleges EUV-related components and transport gear reached China; ASML insists no system or EUV-specific part was ever delivered, as BIS enforcement looms
New chair Kevin Warsh holds at 3.5–3.75% but 9 of 18 officials project at least one hike by year-end as Iran-war energy inflation pushes CPI to 4.2%
Justices signaled they may preserve birthright citizenship and block the firing of Fed Governor Lisa Cook
Tan calls 2026 an 'execution year': 18A in high-volume manufacturing, a preliminary Apple foundry deal, but zero fully committed external 14A customers
The benchmark hits its lowest since February as shipping recovers; the 9 June STEO had Brent averaging $105 in June–July on a closed strait, a forecast the 17 June ceasefire upended in days
Trump insists 'no $300 billion payment to Iran by the US'; Vance says Arab states and investors will fund it, and no country has confirmed a cent as Iran's own bank warns of a 12-year rebuild
Third-largest constellation, beta in five countries late 2026, but spectral priority demoted for slow build
First leaders' talks in 16 months order a 'commercially meaningful' deal; USTR Greer flies to Delhi as a July 24 tariff cliff looms and Congress cries appeasement
A state dinner on the G7 margins becomes the unexpected venue for an initial war-ending agreement
More than 500 dairy herds and fresh poultry losses keep egg prices elevated while researchers map new transmission routes
The PUCT approved a new large-load process on 18 June; it allocates connections by transmission capacity and financing, not first-come-first-served
A developer sues the Imperial Irrigation District for ~260m gallons/yr from the drought-stricken river, one of a wave of suits, wells and settlements over data-center thirst
'A deal is a deal', MEPs approve the Turnberry framework while warning it is unbalanced
Three months of quiet on commercial vessels is a 'structured pause under tension,' not a truce; the group says it will resume and could close the strait if the US-Iran war restarts
73,001 killed, famine confirmed, $17B pledged but 1% disbursed; Hamas offered a heavy-weapons inventory on June 12 and was told no by June 16
Nvidia ships Quantum-X Photonics, brings co-packaged optics to Ethernet in H2 2026; light replaces copper to wire million-GPU clusters at 3.5x the efficiency
China's lead foundry scales N+2 output for Ascend 910C/910D as Huawei targets ~600k dies; HBM and yields, not lithography, are now the bottleneck
Al-Sharaa calls a pact a 'necessity' and says results may come 'in coming days'; he calls a strike near the presidential palace 'a declaration of war' but refrains from responding
1,000+ arrests, a blocked move to federalize Illinois troops, and a fourth 'No Kings' day of protest
With safeguards 'legally untenable' since February and inspectors locked out, the IAEA Board declares Iran non-compliant on 12 June, the agency can no longer verify the stockpile
Iran's president defends US talks and warns of economic ruin, but a new supreme leader and an IRGC-shaped parliament constrain what he can concede
Eight months on, the IAEA still cannot verify 440 kg of 60% HEU stored at Isfahan; Tehran says it has not resumed enrichment
US, Greece, Cyprus and Israel launch an energy centre at Rice University; Ankara invokes 'guarantor state' powers and warns Israeli strikes now threaten Turkey
Fable 5 and Mythos 5, pulled three days after launch, set the first precedent for nationalising AI model access; Congress demands written justification by June 26
Mexico dodged Trump's reciprocal tariffs; now the July 1 joint review turns on whether it can keep China out of North America's supply chain
The deposit rate goes to 2.25% as war-driven oil prices push 2026 inflation projections to 3.0% amid stalling growth
First US strike killing a designated-terrorist leader in the hemisphere, run jointly with Delcy Rodríguez's post-Maduro government
An operational test pilot flew the stealth bomber in June 2026 as the Air Force accelerates toward 2027 fielding at Ellsworth
After a January government offensive took most DAANES territory, a US-brokered integration agreement holds on paper while fighting flickers and Mazloum Abdi's control wobbles
Wholesale power on the largest US grid nearly doubled year-over-year; states impose large-load tariffs while a foreign-influence subplot complicates the politics
An October election looming, Ben-Gvir and Smotrich demand Hezbollah's destruction while opposition brands the US-Iran deal Netanyahu's failure
A budget-reconciliation bill ends a 76-day DHS shutdown and entrenches the deportation machine to term's end
The self-styled Beijing critic extends the active yuan swap tranche for 12 months as Washington presses Buenos Aires to cut financial ties
Washington's first 'failed demonstrably' label since 1997, plus sanctions on Petro himself, collide with a Trump-endorsed successor
A 560-page spec gives Ethernet InfiniBand-class RDMA and congestion control; the 2026 work item is Programmable Congestion Management
Beijing investigates memory pricing, fines could reach $2.5B, while domestic champion CXMT files for a $4.2B IPO and nears third-largest by wafer capacity
Beijing schedules all INCB-listed precursors and adds export controls; Washington indicts six PRC nationals over chemicals sent to a Gulf Cartel network
America's $141B Minuteman replacement targets a first test launch in 2027, years late, with new-build silos driving the overrun
Washington forgoes the joint extension, leaving ~$2 trillion in North American trade under prolonged uncertainty
An Israeli strike on Beirut's southern suburbs triggers ~30 Iranian ballistic missiles at Israel, the first direct exchange since April, before both pull back 'for now'
A draft registration lands a week after Anthropic's and days before SpaceX trades, the three could become the largest IPOs on record
A US deal could permit Saudi enrichment while a new defence pact with Pakistan reopens old proliferation fears
Nighthawk validated in two independent studies; Quandela cuts QPU latency 5,000ms→30ms over NVQLink; QCi buys a packaging fab to commercialise photonic chips
Helios yields 94 logical qubits from 98 physical; Quantinuum accelerates fault-tolerance to 2030 and signs Mitsubishi; IonQ publishes a 'walking cat' blueprint
After Abu Dhabi and Geneva rounds put territory on the table, June brings a 185-for-185 swap and duelling summit venues, but no leaders' meeting
Navitas joins Nvidia's MGX 800VDC push; SiC and GaN replace silicon to break the AI 'power wall', borrowing EV power architecture
The fourth regimental set started arriving in June 2026; Delhi sounds out a fresh batch even as Moscow's own war drains stocks
Reports name Sonora's Durazo and Tamaulipas's Villarreal; Sheinbaum calls it a discrediting campaign as her predecessor breaks silence
Data-center load pushes the 2026 summer forecast past the 85.5GW record; ERCOT puts the odds of a June emergency at 0.09%
After the Supreme Court voided IEEPA tariffs, Section 301 becomes the new, uncapped lever against China, India, the EU and dozens more
A 30-day deadline lapses, Washington moves on a 25% levy, and Lula readies a retaliation law months before facing Flávio Bolsonaro
After a year of bans and reversals, the US approved limited H200 sales, then Beijing told firms to pause and pushed Huawei instead
Related Digital breaks ground on three buildings on 250 acres; one of five new US sites pushing Stargate to ~7GW planned and >$400bn over three years
A 1 June proclamation cuts farm-equipment duties and rewards high US material content, building a new tariff wall
The 28 July 2026 MCP spec makes the protocol stateless and adds sandboxed MCP Apps; A2A reaches v1.2 with signed agent cards at the Linux Foundation
SDNY charges Sinaloa's Rocha Moya with aiding 'Los Chapitos'; Sheinbaum says Mexico may reject the detention request absent evidence
Singapore meeting streamlines the buy to second-hand boats and launches the first Pillar II undersea-drone project
Reuters finds 80+ launch pads, bunkers and octagon command sites near the Hami ICBM silos
The largest single equity round attributed to an AI lab; run-rate revenue crosses $47bn and a confidential S-1 follows days later
April–May test launches and a fresh ICBM engine advance Pyongyang's modernisation as Washington's focus stays elsewhere
Flight 12 proves the upper stage while the new booster flips and fails, investigation halts the program
The US fired well over 100 THAAD interceptors in the Iran war, draining up to a third of a costly, slow-to-replace arsenal
Data-center revenue ~$72.8bn; Vera Rubin ramps to full production by fall; guidance assumes zero China data-center compute, and the stock still slid
After 500+ Iranian ballistic missiles, Tamir interceptor production shifts partly to a US plant supplying both armies
Final approval in Bartz v. Anthropic clears America's largest copyright settlement; 16 cases against OpenAI await ruling
Jailed and barred, Jair Bolsonaro hands the flag to Senator Flávio; an 80-year-old Lula seeks a fourth term with the race tied
After the council rejected the Amazon-linked complex over desert water use, the city revoked a meter for improper use; Arizona regulators still cleared two project wells
Sudani sidelined, Maliki vetoed under US pressure: parliament approves Ali al-Zaidi with a partial cabinet, defence and interior still vacant
FBI/CISA advisory targets encrypted-messaging compromise as Fancy Bear exploits a patched-by-May vulnerability
The Hague weighs the 1899 boundary while Caracas swears in a governor of the territory it doesn't administer and Guyana arms up
Moscow could upload hundreds of warheads but, four months on, shows no large-scale breakout
Nine EPC contractors visit the Angola-DRC-Zambia route; preferred bidders due by August, but Zambian-leg financing slips to late 2027
QatarEnergy targets H2 2026 for the first North Field East mega-train, the start of a path from 77 to 142 MTPA by 2030
Developers bypass grid queues with behind-the-meter gas: a 7.7GW West Texas permit, NextEra's 10GW, an Oracle–Bloom 2.8GW fuel-cell deal, and GE Vernova's 100GW turbine backlog
Pappberger cites artillery shells up from 70,000 to 1.1m/yr; Europe's 155mm output now eclipses American lines
Space Force picks 12 firms for space-based interceptors as estimates swing from $175B to $3.6T
OFAC names three executives and a Kyrgyz-Russian shell network; Grinex then halts, blaming a 'Western special services' hack
Intel and Samsung start the shift from organic resin to glass cores; SK's Absolics ships first commercial-grade panels; Korea contests Intel on standards
SM-6 funding leaps to over $8.5B and a terminated SM-3 line is restored, but full depth won't return before 2028
German-funded GEM-T buy plus Dutch, Spanish and Romanian Patriot orders; new Schrobenhausen line ramps
Record-setting crewed flyby flew in April; the moon landing now hinges on Starship and a grounded V3
The 115-member consortium ratifies In-Network Compute, a UCIe 3.0-compliant Chiplet spec, Manageability and a split 200G physical layer, scale-up fabric as an open standard
SoftBank, Nvidia and Amazon lead one of the largest private raises ever; APIs now clear 15bn tokens/minute
NVLink licensed to third-party CPUs and accelerators (MediaTek, Marvell, Astera, Lightmatter); a $2B Marvell stake reads as a toll booth, not an investment
A decade after Modi vowed to quarantine Pakistan, Islamabad signs minerals and crypto deals with Trump's circle and an 'all-weather' upgrade with Xi, and India is left protesting from the sidelines
A $27bn Blue Owl-funded megacampus in Richland Parish triples its on-site gas to ~7.7GW, about seven times New Orleans' peak demand, via an expanded Entergy deal
Ceiling raised and program extended to FY2032; PrSM production set to quadruple
Jensen Huang says orders are in and manufacturing is 'restarting'; BIS revised the license policy, but as of mid-2026 only a small number of H200s have actually shipped
Pyongyang's hackers drove 76% of 2026 crypto-hack value while OFAC and DOJ pursued the fake-employee revenue machine
Trump's pledge to fill the reserve to 700m+ barrels collides with $171m of actual funding and ~$100m of needed cavern repairs, even as ~170m barrels lent out in the war await repayment
US holds 42% of exports; Germany overtakes China; Ukraine is the world's top arms importer
Operation Epic Fury burned through PAC-3 missiles faster than two years of production can replace
650+ direct-to-cell satellites, 16M reached, voice and data added, SpaceX rebrands DTC as 'Starlink Mobile'
Beijing says the US and Russia must cut their far larger arsenals first before China sits at any table
Army kills the CJNG founder in a US-assisted operation; narco-blockades and shootouts ripple across multiple states, and a succession war opens
Amazon ~$200bn, Microsoft ~$190bn, Alphabet $175–185bn, Meta $125–145bn, a combined AI buildout larger than most national budgets, with component inflation now a line item
The last treaty capping the two largest arsenals expired 5 February 2026 with no successor and no inspections
Global grid-scale storage adds hit records into 2026 with China taking over half; the US trails by an order of magnitude
Washington has taken at least seven Venezuela-linked tankers while issuing fresh general licences for a transition government
From Algeria in July to South Sudan's long-delayed vote in December, who votes, when, and where power actually turns over
Sworn in under Article 233 following the January US raid, she extends a hand to Trump while insisting Maduro is still the only president
After Washington's June compliance review found 'no viable path forward,' the state abandons its lawsuit and turns to private investors and cap-and-trade
Two Fairwater sites stitched by a dedicated AI wide-area network train one model in tandem, hundreds of thousands of Nvidia GB200/GB300 GPUs, 140kW racks, no UPS or gen-sets
Indiana's $11bn AWS megacampus runs ~500,000 Trainium2 chips for Anthropic; the partners now target up to 5GW, with Amazon guiding to ~$200bn capex in 2026
First 1GW of Instinct MI450 deploys 2H 2026; the Helios rack targets ~3 AI exaflops with 72 MI455X accelerators, AMD's bid to break Nvidia's data-center grip
The 1.2GW Texas campus runs on Oracle Cloud with first GB200 racks delivered; Crusoe's $1.38bn Series E funds the expansion as SoftBank completes its $41bn into OpenAI