<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Global Materials Review</title><link>https://globalmaterialsreview.com/</link><description>Energy · Metals · Supply chains · Agriculture</description><language>en</language><item><title>Brent at $107 sits awkwardly beside the AI-energy pivot story</title><link>https://globalmaterialsreview.com/a/brent-at-107-sits-awkwardly-beside-the-ai-energy-pivot-story</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/brent-at-107-sits-awkwardly-beside-the-ai-energy-pivot-story</guid><pubDate>Sun, 08 Nov 2026 21:03:59 +0000</pubDate><description>Trade coverage ties AI power deals and space solar to the future energy mix, but the only hard numbers in it point the other way.</description></item><item><title>Beijing&#x27;s data crackdown and wider congress pool land in one week</title><link>https://globalmaterialsreview.com/a/beijing-s-data-crackdown-and-wider-congress-pool-land-in-one-week</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/beijing-s-data-crackdown-and-wider-congress-pool-land-in-one-week</guid><pubDate>Sun, 08 Nov 2026 21:02:15 +0000</pubDate><description>If Beijing is rewriting how it checks its own numbers and who sits in the Party hall, investors need to know how much of that is a document and how much is a plan.</description></item><item><title>Hormuz tanker strike: mine or projectile, and who is saying which</title><link>https://globalmaterialsreview.com/a/hormuz-tanker-strike-mine-or-projectile-and-who-is-saying-which</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/hormuz-tanker-strike-mine-or-projectile-and-who-is-saying-which</guid><pubDate>Sun, 08 Nov 2026 21:00:57 +0000</pubDate><description>Shipping risk is priced off what hit the hull and how, and the record so far rests on one party&#x27;s account.</description></item><item><title>Egypt&#x27;s Tripoli embassy reopens, but is it open for business?</title><link>https://globalmaterialsreview.com/a/egypt-s-tripoli-embassy-reopens-but-is-it-open-for-business</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/egypt-s-tripoli-embassy-reopens-but-is-it-open-for-business</guid><pubDate>Sun, 08 Nov 2026 18:05:25 +0000</pubDate><description>A working embassy is the channel that visas, licences and reconstruction contracts run through, so the question is whether Cairo is staffing it or only flagging it.</description></item><item><title>Data-centre waste heat meets New York&#x27;s old steam pipes</title><link>https://globalmaterialsreview.com/a/data-centre-waste-heat-meets-new-york-s-old-steam-pipes</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/data-centre-waste-heat-meets-new-york-s-old-steam-pipes</guid><pubDate>Sun, 08 Nov 2026 18:03:48 +0000</pubDate><description>Heat that data centres push into the air could warm buildings, but the evidence for doing it at scale is thinner than the headlines suggest.</description></item><item><title>Tehran blames its own guns for southern blasts as Washington claims a ship</title><link>https://globalmaterialsreview.com/a/tehran-blames-its-own-guns-for-southern-blasts-as-washington-claims-a-ship</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/tehran-blames-its-own-guns-for-southern-blasts-as-washington-claims-a-ship</guid><pubDate>Sun, 08 Nov 2026 18:02:27 +0000</pubDate><description>The two governments now contradict each other over the same night, and that gap sets how much risk shipping through Hormuz and the Gulf of Oman has to carry.</description></item><item><title>One gas notice and two sanctions items: the squeeze reaches food, unproven</title><link>https://globalmaterialsreview.com/a/one-gas-notice-and-two-sanctions-items-the-squeeze-reaches-food-unproven</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/one-gas-notice-and-two-sanctions-items-the-squeeze-reaches-food-unproven</guid><pubDate>Sun, 08 Nov 2026 15:05:30 +0000</pubDate><description>If a 33% gas cut is real, Egypt&#x27;s fertilizer output and the food chain behind it are the next places the Gulf shock lands, and the gap between that and what is confirmed is worth measuring.</description></item><item><title>Iron Gate&#x27;s Caspian reading rests on headlines and one oil price</title><link>https://globalmaterialsreview.com/a/iron-gate-s-caspian-reading-rests-on-headlines-and-one-oil-price</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/iron-gate-s-caspian-reading-rests-on-headlines-and-one-oil-price</guid><pubDate>Sun, 08 Nov 2026 15:03:30 +0000</pubDate><description>Washington&#x27;s new interdiction task force is being read as a move against Iran&#x27;s northern supply lines, and the evidence for that reading is thinner than the coverage around it.</description></item><item><title>Three tankers hit in Hormuz, and only one side has named the weapon</title><link>https://globalmaterialsreview.com/a/three-tankers-hit-in-hormuz-and-only-one-side-has-named-the-weapon</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/three-tankers-hit-in-hormuz-and-only-one-side-has-named-the-weapon</guid><pubDate>Sun, 08 Nov 2026 15:01:33 +0000</pubDate><description>Insurers, charterers and anyone routing crude through the Strait need to know whether the mine explanation rests on independent evidence or on one party&#x27;s account.</description></item><item><title>Drones hit a Colombian base as foreign troops enter Haiti</title><link>https://globalmaterialsreview.com/a/drones-hit-a-colombian-base-as-foreign-troops-enter-haiti</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/drones-hit-a-colombian-base-as-foreign-troops-enter-haiti</guid><pubDate>Sun, 08 Nov 2026 12:02:14 +0000</pubDate><description>Two armed fights are being answered with force, and any security budget that follows will have to price both.</description></item><item><title>Brent at $107.03, and the shock&#x27;s clearest trace may be in kitchens</title><link>https://globalmaterialsreview.com/a/brent-at-107-03-and-the-shock-s-clearest-trace-may-be-in-kitchens</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/brent-at-107-03-and-the-shock-s-clearest-trace-may-be-in-kitchens</guid><pubDate>Sun, 08 Nov 2026 12:00:59 +0000</pubDate><description>Benchmark prices are the number everyone watches, but the disruption reported so far is reaching household gas and pipelines, where the evidence is thinner and harder to measure.</description></item><item><title>Iran says missile output runs underground as Houthi fire reaches Riyadh</title><link>https://globalmaterialsreview.com/a/iran-says-missile-output-runs-underground-as-houthi-fire-reaches-riyadh</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/iran-says-missile-output-runs-underground-as-houthi-fire-reaches-riyadh</guid><pubDate>Sun, 08 Nov 2026 09:03:58 +0000</pubDate><description>Two sides are describing their own hardware and casualties, and the Houthi reach now extends to the Gulf region where Saudi crude is pumped and loaded, so the physical stakes need pricing before the picture is settled.</description></item><item><title>Ninety kilometres of military road in Lebanon, and rain on Gaza&#x27;s tents</title><link>https://globalmaterialsreview.com/a/ninety-kilometres-of-military-road-in-lebanon-and-rain-on-gaza-s-tents</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/ninety-kilometres-of-military-road-in-lebanon-and-rain-on-gaza-s-tents</guid><pubDate>Sun, 08 Nov 2026 09:02:37 +0000</pubDate><description>Two physical stories, one road network and one flooded camp, are being read as signs of a wider military footprint and a rising European political cost, and both readings need checking against what the reporting actually shows.</description></item><item><title>Democrats&#x27; Congress win tests Trump, and Israel policy splits the GOP</title><link>https://globalmaterialsreview.com/a/democrats-congress-win-tests-trump-and-israel-policy-splits-the-gop</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/democrats-congress-win-tests-trump-and-israel-policy-splits-the-gop</guid><pubDate>Sun, 08 Nov 2026 09:00:56 +0000</pubDate><description>Whether the new majority can hold, and whether Israel support is becoming a Republican liability, will show up in votes and money long before any formal change.</description></item><item><title>Herzog hands Eisenkot the mandate and a 28-day clock starts</title><link>https://globalmaterialsreview.com/a/herzog-hands-eisenkot-the-mandate-and-a-28-day-clock-starts</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/herzog-hands-eisenkot-the-mandate-and-a-28-day-clock-starts</guid><pubDate>Sun, 08 Nov 2026 06:03:34 +0000</pubDate><description>Whoever holds the mandate decides which government sets Israel&#x27;s Lebanon and Iran posture, and that decision is measured in weeks, not years.</description></item><item><title>Taiwan&#x27;s salad oil headlines meet a contamination scandal</title><link>https://globalmaterialsreview.com/a/taiwan-s-salad-oil-headlines-meet-a-contamination-scandal</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/taiwan-s-salad-oil-headlines-meet-a-contamination-scandal</guid><pubDate>Sun, 08 Nov 2026 06:02:21 +0000</pubDate><description>Shelf shortages, a recall and a national food-security speech are arriving in the same week, and the evidence we have does not yet show how they connect.</description></item><item><title>One shot at sea, and a blockade moving onto the roads</title><link>https://globalmaterialsreview.com/a/one-shot-at-sea-and-a-blockade-moving-onto-the-roads</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/one-shot-at-sea-and-a-blockade-moving-onto-the-roads</guid><pubDate>Sun, 08 Nov 2026 06:00:59 +0000</pubDate><description>If Washington&#x27;s pressure shifts from tankers to trucks, the disruption becomes harder to count, and harder for crude and freight prices to reflect.</description></item><item><title>Brent at $107 pulls on energy bets, but one day&#x27;s price is thin evidence</title><link>https://globalmaterialsreview.com/a/brent-at-107-pulls-on-energy-bets-but-one-day-s-price-is-thin-evidence</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/brent-at-107-pulls-on-energy-bets-but-one-day-s-price-is-thin-evidence</guid><pubDate>Sat, 07 Nov 2026 21:04:00 +0000</pubDate><description>Capital decisions across oil, gas, electric bikes and hydrogen are being framed around fuel prices, and the price data behind that framing is narrower than the headlines suggest.</description></item><item><title>Brent at $107, and two rival routes fighting over the same trade</title><link>https://globalmaterialsreview.com/a/brent-at-107-and-two-rival-routes-fighting-over-the-same-trade</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/brent-at-107-and-two-rival-routes-fighting-over-the-same-trade</guid><pubDate>Sat, 07 Nov 2026 21:02:27 +0000</pubDate><description>Farmers in Latvia say Russian grain transit helps fund the war, while Armenia&#x27;s US-backed corridor is still being designed, and both routing fights land on growers and buyers alike.</description></item><item><title>France&#x27;s cost-of-living marches pass 140,000 as tear gas fires in two cities</title><link>https://globalmaterialsreview.com/a/france-s-cost-of-living-marches-pass-140-000-as-tear-gas-fires-in-two-cities</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/france-s-cost-of-living-marches-pass-140-000-as-tear-gas-fires-in-two-cities</guid><pubDate>Sat, 07 Nov 2026 21:00:31 +0000</pubDate><description>A national turnout this size, with police gas in Paris and Lyon, is the kind of domestic strain that European fiscal planners will read as political risk well before the 2027 presidential vote.</description></item><item><title>Beijing pairs a &#x27;zero tolerance&#x27; pledge with a narrower detention rule</title><link>https://globalmaterialsreview.com/a/beijing-pairs-a-zero-tolerance-pledge-with-a-narrower-detention-rule</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/beijing-pairs-a-zero-tolerance-pledge-with-a-narrower-detention-rule</guid><pubDate>Sat, 07 Nov 2026 18:05:06 +0000</pubDate><description>Read together, a softer criminal-procedure proposal and a harder discipline warning would suggest Beijing is tightening control before the 21st Party Congress, but read apart they may mean much less, and the difference matters to anyone exposed to Ch</description></item><item><title>US refiners&#x27; crude edge is a freight story still waiting for freight data</title><link>https://globalmaterialsreview.com/a/us-refiners-crude-edge-is-a-freight-story-still-waiting-for-freight-data</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/us-refiners-crude-edge-is-a-freight-story-still-waiting-for-freight-data</guid><pubDate>Sat, 07 Nov 2026 18:03:33 +0000</pubDate><description>Refiners&#x27; feedstock costs and port logistics both hinge on shocks that have been reported but not yet shown in the shipping or pricing data.</description></item><item><title>Hormuz casualty reports outrun confirmation as blockade talk grows</title><link>https://globalmaterialsreview.com/a/hormuz-casualty-reports-outrun-confirmation-as-blockade-talk-grows</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/hormuz-casualty-reports-outrun-confirmation-as-blockade-talk-grows</guid><pubDate>Sat, 07 Nov 2026 18:02:03 +0000</pubDate><description>Traders and insurers need to know which of these single-source reports from the strait can be priced today and which can only be watched.</description></item><item><title>Fifty dead in one Zaporizhzhia strike, but the Kyiv numbers are small</title><link>https://globalmaterialsreview.com/a/fifty-dead-in-one-zaporizhzhia-strike-but-the-kyiv-numbers-are-small</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/fifty-dead-in-one-zaporizhzhia-strike-but-the-kyiv-numbers-are-small</guid><pubDate>Sat, 07 Nov 2026 15:02:42 +0000</pubDate><description>The campaign&#x27;s widest claim rests on one outlet&#x27;s toll, and the markets tied to Ukraine&#x27;s grain and energy will price whichever figure proves right.</description></item><item><title>Strike fears lift crude, but the Iran escalation is still unproven</title><link>https://globalmaterialsreview.com/a/strike-fears-lift-crude-but-the-iran-escalation-is-still-unproven</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/strike-fears-lift-crude-but-the-iran-escalation-is-still-unproven</guid><pubDate>Sat, 07 Nov 2026 15:01:29 +0000</pubDate><description>Brent sat at $107.03 a barrel on the latest observation, and any Gulf escalation would reach Iraqi and Gulf cargoes within days, so the gap between the political claims and the price record matters to anyone buying physical crude.</description></item><item><title>Five tankers, one mine, and a price that proves less than it seems</title><link>https://globalmaterialsreview.com/a/five-tankers-one-mine-and-a-price-that-proves-less-than-it-seems</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/five-tankers-one-mine-and-a-price-that-proves-less-than-it-seems</guid><pubDate>Sat, 07 Nov 2026 14:59:49 +0000</pubDate><description>Freight, insurance and crude all move on whether Hormuz hulls are being hit, and the reports that say so do not yet agree on how.</description></item><item><title>Pope Leo starts a 12-day South American tour, and a surgery nobody has cited</title><link>https://globalmaterialsreview.com/a/pope-leo-starts-a-12-day-south-american-tour-and-a-surgery-nobody-has-cited</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/pope-leo-starts-a-12-day-south-american-tour-and-a-surgery-nobody-has-cited</guid><pubDate>Sat, 07 Nov 2026 12:08:02 +0000</pubDate><description>A three-country schedule through Latin America is a signal about where the Vatican is spending its senior attention, but one reported health detail needs checking before it shapes how the trip is read.</description></item><item><title>Floods and war are wearing down the buffers displaced families need</title><link>https://globalmaterialsreview.com/a/floods-and-war-are-wearing-down-the-buffers-displaced-families-need</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/floods-and-war-are-wearing-down-the-buffers-displaced-families-need</guid><pubDate>Sat, 07 Nov 2026 12:05:32 +0000</pubDate><description>When a flooded tent or a rise in bread prices hits a household with no savings, the strain shows up first in local markets and later in reconstruction, food and insurance risk.</description></item><item><title>Transition funds may be holding gas as COP31 nears Antalya</title><link>https://globalmaterialsreview.com/a/transition-funds-may-be-holding-gas-as-cop31-nears-antalya</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/transition-funds-may-be-holding-gas-as-cop31-nears-antalya</guid><pubDate>Sat, 07 Nov 2026 12:03:11 +0000</pubDate><description>If the funds sold as clean are full of gas, investors who bought them for climate reasons are carrying fossil exposure into a summit that will test how greenwashing is priced.</description></item><item><title>ONGC eyes Venezuelan barrels as Norway&#x27;s discoveries run thin</title><link>https://globalmaterialsreview.com/a/ongc-eyes-venezuelan-barrels-as-norway-s-discoveries-run-thin</link><guid isPermaLink="true">https://globalmaterialsreview.com/a/ongc-eyes-venezuelan-barrels-as-norway-s-discoveries-run-thin</guid><pubDate>Sat, 07 Nov 2026 09:05:00 +0000</pubDate><description>A state producer reportedly chasing operatorship in Venezuela, and a Norwegian output outlook that is weakening, point to where the next barrels may come from.</description></item></channel></rss>