SpaceX (SPCX.O) Q3 revenue $14.58bn vs $12.72bn expected; net income $4.4bn vs $1.57bn expected. AI revenue rose more than ninefold to $7.6bn, driven mainly by compute leasing. Capex nearly doubled to $19.6bn, with $16.4bn tied to AI; company expects this capex level to remain broadly unchanged in the near term. Starlink subs 13.6m vs 12.19m expected; monthly ARPU fell to $69 from $99 in 2023 as cheaper plans supported overseas expansion. SpaceX’s own AI software, including XAI’s Grok, remains o

Norwegian prime minister said she was pleased they met today, clarified several issues and agreed it is now important to focus on the future.

Asian spot LNG jumped to $30.4/MMBtu on Monday, the strongest level since December 2022, traders said. The surge followed reports a tugboat near Khor Fakkan, UAE, was struck by two objects and a UKMTO alert that a small fast boat fired on an LNG carrier near Yemen last Saturday. Attacks on oil and gas shipping in the Red Sea and Strait of Hormuz have increased. US–Iran tensions have effectively trapped most of Qatar’s LNG output — previously about 20% of global supply — inside the Strait of Hormuz, reducing contracted availability and forcing buyers toward higher-priced spot cargoes. With northern-hemisphere winter demand rising, spot prices are roughly three times levels before the late-February escalation.