SanctionsNut @IntnlAML

The Draft Budget Review and Outlook Paper (BROP) is now open for public participation, with comments due by close of business on August 19, 2026. Treasury expects to finalize the document and submit it to Cabinet by August 26, 2026, before submission to Parliament.

Mwango Capital @MwangoCapital

8 hours ago

Kenya’s National Treasury has released the Draft 2026 Budget Review and Outlook Paper (BROP) with these details: —Total revenue is projected to be KES 3.94T in FY27/28 [FY25/26 actual: KES 3.20T], against total expenditure of KES 5.32T [FY25/26 actual: KES 4.48T]. —The fiscal

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A tale of two markets. LME cash spreads are blowing out and physical tightness is creeping in. Sure Comex is sitting on a mountain of inventory, but once physical copper gets sucked into the US vault, it’s basically black holed—that stuff never flows back out into the global pool. Meanwhile the Yangshan premium in China is ripping higher. Nah folks, this isn't just paper speculation... #copper $HBM

@IRENA as the secretariat of Accelerated Partnership for Renewables in Africa (#APRA) & coordinator of Utilities for Net Zero Alliance recently held a workshop during the Association of Power Utilities of Africa's 60th Annual Meeting in Accra. The workshop addressed APRA's priorities in strengthening the digital capabilities of African power utilities to support sustainable economies through private sector cooperation. See: aprafrica.org/Events

Georgia loggerheads hit 4,110 nests this season, the most since counting began in 1989. The low was 358 nests in 2004. Two things did it: volunteers walking the beaches every morning to mark and protect nests, and turtle excluder devices required on shrimp trawlers since 1990. Loggerheads don't breed until they're 30 to 35, so this year's number is work done in the nineties finally showing up. goodnewsnetwork.org/loggerhead-sea…

of world by capital controls. Low interest rates due to financial repression are an advantage to Chinese companies if they can find buyers for their bonds. Money has been flowing into chip stocks, while rest of market 6/7

Dialpad (@dialpad) from Enterprise Connect on agentic customer service built into the UCaaS and CCaaS platform rather than bolted alongside it. Skill mining is the idea worth stealing. Analyze your past customer conversations to find the workflows that are both common and realistically automatable, instead of guessing which flows will pay off and finding out in production when a compliance problem shows up. buzzsprout.com/2228835/episod…

Lotus Bakeries plans to pour €500m from 2026 to 2030 into three production plants in Belgium, Thailand and the US to expand output, in what it called “the largest investment programme ever for Biscoff” 🇧🇪🇹🇭🇺🇲 just-food.com/news/lotus-bak…

China’s shipbuilding dominance rolls on, but delivery may be the next test ⚓️China captured 82% of global ship orders by dwt in the first half of 2026, up from 69% last year, with new yards ‘springing up like mushrooms’ ⚓️Industry observers warn the focus is shifting from winning contracts to fulfilling them, as some yards have taken on more orders than capacity allows ⚓️The US-South Korea shipbuilding partnership marks a new era of ‘alliance-based competition’, aiming to rebuild a strategic shipbuilding ecosystem lloydslist.com/articles/2026/…

US refiners have shifted away from Saudi oil: US imports of Saudi Arabian crude fell to zero in July, marking the first full month without imports since 1985, according to preliminary US government data. This marks a sharp reversal from March, when US refiners were purchasing more than 800,000 barrels of Saudi crude oil per day. This comes as US refiners sought alternative supplies after the closure of the Strait of Hormuz and broader Iran War-related disruptions pushed Middle Eastern crude prices higher. As a result, Venezuela has emerged as the primary replacement, with US imports of its crude surging to ~600,000 barrels per day in July, up from just ~100,000 barrels per day at the start of the year. Global oil trade flows are undergoing a historic shift.

HE Sheikh Zayed bin Hamad bin Hamdan Al Nahyan Reviews #UAE Customs’ Efforts to Combat Drug Smuggling @UAEndea @UAEICP

Ken at @pega, a former CFO now running operations, on the money side of enterprise AI. Token cost is the visible number, infrastructure is the actual spend, and murky ROI usually traces back to deploying something because it was novel. His frame is AI as a utility, where the win comes from managing consumption rather than buying more of it. He also gets into the circular incentives running through the AI ecosystem right now, which is a conversation most vendors avoid. buzzsprout.com/2228835/episod…

Canada adds 75,000 jobs in July Excellent performance but the year over year data is even better! All of Canada's job gains over the past year came from the Private sector while the Public sector declined.

Super interesting! "Financial frictions across the production network and the transmission of monetary policy" by Alessandro De Sanctis, Stefan Gebauer, Fédéric Holm-Hadulla, and Matteo Sirani. "We show that monetary policy transmission is shaped not only by a sector’s own financial frictions but also by those prevailing in the broader production network. The latter, indirect frictions amplify the output and price effects of monetary policy and empirically dominate the direct ones. The amplification results from a downstream demand channel, as customers respond to tighter policy by purchasing fewer inputs. This is partly offset by an upstream cost channel, reflecting that suppliers raise prices to protect margins when financing costs rise. We inspect the mechanism in a multi-sector general equilibrium model with input-output linkages and working-capital constraints." ecb.europa.eu/pub/pdf/scpwps…

My latest for @BrookingsInst, arguing that resilience building with allies is burden sharing. @BrookingsFP @BrookingsGov @PennWashDC @IrregWarfare @mikenelson586 @AtwellKyle brookings.edu/articles/how-t…

Locations with rent control have high rents and expensive real estate because that’s what people who aren’t financially educated want.

@Starlink says its next satellite generation could deliver 100 times more total bandwidth. Huge number, but capacity on a slide and capacity in a crowded location aren’t the same thing. Execution on the ground will decide how big this really gets. mobileworldlive.com/starlink/musk-… #Broadband #Satellite

U.S. distillate exports hit a record 1.9 million bpd last week as refinery disruptions in the Middle East and Russian drone attacks tightened global diesel supplies. The surge is boosting Gulf Coast refiners but draining U.S. inventories to 1996 seasonal lows. #Diesel #Oil #Energy #OOTT oilprice.com/Energy/Energy-…

How is AI going to transform jobs and well-being in developing countries? Read the @WorldBankGroup's most comprehensive assessment of AI in the World Development Report 2026 for answers: worldbank.org/wdr2026

Iran's Foreign Ministry spokesperson says Tehran has reached an agreement with Oman about the geographic route of new shipping lanes in Hormuz. The spokesperson adds a joint Iran-Oman statement is in "final drafting stage" and would be issued if 3rd parties do not interfere.

Canada's tech champion @Shopify continues to compound. 🇨🇦💪

Harley Finkelstein @harleyf

6 days ago

Q2 is in, and it was a monster quarter. → $116B in merchant sales, up 32% YoY → $3.6B revenue, up 34% YoY → $654M free cash flow, 18% margin Five quarters running, GMV has grown more than 30%. The bigger story is underneath the numbers: every shift AI is creating happens to

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