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Three sources told Refinitiv that Saudi Arabia notified European buyers it would cancel some crude cargoes scheduled for late-September delivery. Saudi, the The world’s largest oil exporter, has closed its east-west pipeline after last week’s attack

2026-09-15

Three sources told Refinitiv that Saudi Arabia notified European buyers it would cancel some crude cargoes scheduled for late-September delivery. Saudi, the The world’s largest oil exporter, has closed its east-west pipeline after last week’s attack and is also facing Houthi attacks in the Red Sea and continued shipping disruption in the Strait of Hormuz.

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2026-09-15

As the calendar moves into late Q3, TSMC’s 3nm and 2nm process capacity and CoWoS advanced packaging remains persistently undersupplied, supply-chain sources say. NVIDIA and Apple continue to occupy large shares of advanced-node and packaging resourc

As the calendar moves into late Q3, TSMC’s 3nm and 2nm process capacity and CoWoS advanced packaging remains persistently undersupplied, supply-chain sources say. NVIDIA and Apple continue to occupy large shares of advanced-node and packaging resources. AWS has ramped wafer starts for in-house AI chips; its Annapurna unit has secured additional 3nm capacity. MediaTek, beyond handset chips and driven by a large Google TPU-related order, is also aggressively competing for 2nm/3nm process and CoWoS-S/L capacity.
2026-09-15

US Redbook weekly same-store retail sales YoY for week to Sep 12 8.5% vs 8.3% prior.

US Redbook weekly same-store retail sales YoY for week to Sep 12 8.5% vs 8.3% prior.
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