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Bloomberg MarketsOil Spike, Wobbly Rupee Take Sheen Off India Earnings StoryBloomberg MarketsAsian LNG Prices Surge to Three-Year Peak Over Iran ConflictFinancial TimesVance takes low profile on Iran after resisting foreign warsBloomberg MarketsIndonesia Intervenes to Support IDR as Iran War Hits EM AssetsBloomberg MarketsSaudi Oil Storage Fills Fast on Hormuz Disruption, Kayrros SaysBloomberg MarketsAsian Investors Repositioning Portfolios, JPMorgan's Craig SaysBloomberg MarketsAustralian Fund Colonial First State Rethinks US Tech ExposureFinancial TimesUS shale bosses warn they cannot replace war-hit Middle East oilBloomberg MarketsTaiwan Dollar Drops to Weakest Since May as Stock Outflows SurgeBloomberg MarketsChinese Oil and Shipping Shares Tumble After Warnings on RallyBloomberg MarketsGoldman’s Solomon Surprised by ‘Benign’ Markets on WarFinancial TimesTrump says US Navy prepared to escort oil tankers in GulfBloomberg MarketsNidec Shares Rise as Investors Bet on Rebound From ScandalFinancial TimesTrump administration debates allowing Tencent to keep its gaming investmentsBloomberg MarketsPanic Sweeps Korean Stocks in Biggest Two-Day Crash Since 2008Bloomberg MarketsOil Spike, Wobbly Rupee Take Sheen Off India Earnings StoryBloomberg MarketsAsian LNG Prices Surge to Three-Year Peak Over Iran ConflictFinancial TimesVance takes low profile on Iran after resisting foreign warsBloomberg MarketsIndonesia Intervenes to Support IDR as Iran War Hits EM AssetsBloomberg MarketsSaudi Oil Storage Fills Fast on Hormuz Disruption, Kayrros SaysBloomberg MarketsAsian Investors Repositioning Portfolios, JPMorgan's Craig SaysBloomberg MarketsAustralian Fund Colonial First State Rethinks US Tech ExposureFinancial TimesUS shale bosses warn they cannot replace war-hit Middle East oilBloomberg MarketsTaiwan Dollar Drops to Weakest Since May as Stock Outflows SurgeBloomberg MarketsChinese Oil and Shipping Shares Tumble After Warnings on RallyBloomberg MarketsGoldman’s Solomon Surprised by ‘Benign’ Markets on WarFinancial TimesTrump says US Navy prepared to escort oil tankers in GulfBloomberg MarketsNidec Shares Rise as Investors Bet on Rebound From ScandalFinancial TimesTrump administration debates allowing Tencent to keep its gaming investmentsBloomberg MarketsPanic Sweeps Korean Stocks in Biggest Two-Day Crash Since 2008
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Financial Timesglobal

US shale bosses warn they cannot replace war-hit Middle East oil

Financial Times
Wednesday, March 4, 2026 at 1:22 AM
~4 min read
InflationEnergy

Original Report

New production from Texas will take months as drillers use windfall from price rise to pay investors

Glass House Analysis

Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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