What We're Watching
Stories that are starting to matter, with the numbers to keep an eye on and the dates when we will know more.
RIGI Argentina Explained: TGS's $3.2B Gas Projects
RIGI Argentina explained: what the incentive scheme grants, and what TGS's two approved $3.2B Vaca Muerta gas-liquids projects will build.
More than $3.2 billion Investment in the two projects 19 Oct
Why Is Gold Going Down? Rates, Yields and Oil
Why is gold going down during a war? Bond yields near 5%, Fed hike bets and oil's double effect, explained in plain words.
$4,051.55 Spot gold an ounce, down 2.2% 22 Oct, 7:44 p.m.
Why Hesai Stock Jumped 8%: The Humanoid Robot Rally
Hesai stock rose about 8% on 20 Oct as Chinese robot shares rallied. What the Kosmo 3D camera is, and what was not new.
+8% US-listed shares, to $13.96 20 Oct
Stablecoin Rewards Rule: Is Your USDC Yield Safe?
The new stablecoin rewards rule from the OCC, explained: why USDC and PYUSD rewards are not banned, but not cleared either, before 18 January 2027.
18 January 2027 Rule takes effect OCC, 21 Oct
Why Are Uranium Stocks Falling? Price Holds Near $90
Why are uranium stocks falling while uranium holds near $90 a pound? Company setbacks, funding and mood, with every figure linked.
$90 a pound Spot uranium, up 30 cents (TradeTech) Week to 16 Oct