Counterpoint Research’s global memory tracker shows Samsung reclaimed the global DRAM lead in Q2 2026 with a 39% market share, returning to 2024 levels. SK Hynix’s quarterly revenue rose 214% YoY but its DRAM share fell to 26% from 39% in Q2 2025. Micron reached a 25% share, nearly level with SK Hynix for second place. Counterpoint research director MS Hwang said SK Hynix hit record QoQ and YoY performance, but Samsung and Micron have squeezed its share from both ends, slowing its growth relativ

Ship-tracking data and foreign reports show four crude tankers loaded at a Black Sea-area terminal crucial for Kazakh exports over the past few days; two of those vessels have departed waters off the Russian CPC (Caspian Pipeline Consortium) terminal since last Friday. At least three additional tankers are waiting to load, status unclear. Continued loading via CPC should provide some near-term relief to global crude supply; the CPC system moves Kazakh volumes produced in JVs with majors including Chevron and normally accounts for about 2% of global supply. Kazakhstan is the second-largest crude supplier to Europe. Kazakh authorities said over the weekend producers are still delivering crude to the terminal but flows remain below normal. The terminal is prepared to load at pre-attack rates, though export throughput will depend on available tonnage and weather conditions.

BP CEO says the company is delaying the sale of its stake in Gulf of Mexico assets.