The quiet rebalancing inside public pension portfolios
Funding ratios improved, so pension boards are de-risking — slowly, and not where you would expect.
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ThemeAnax
26 posts
26 posts
ThemeAnax
Oil majors bet on LNG as refining margins tighten
With downstream margins compressing, the supermajors are doubling down on liquefied natural gas.
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Shale's second act: efficiency over expansion
US shale producers are drilling less and earning more — a discipline the industry rarely managed before.
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EV price wars are reshaping the automotive supply chain
Battery costs, vertical integration and brutal price cuts are redrawing who makes money in autos.
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Legacy automakers and the software-defined vehicle problem
Carmakers built for stamping steel are learning, painfully, to ship software on a vehicle's timeline.
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Cloud spending rebounds as AI workloads move to production
After two years of optimization, cloud budgets are growing again — and AI inference is the reason.
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