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CLYDE RUSSELL, ROI Asia Commodities and Energy Columnist: This report from Kpler digs into the record-high volumes of crude oil "on water", which they believe is putting a lid on crude prices.
ANDY HOME, ROI Metals Columnist: The 2025 impact report from the Battery Network is dedicated to promoting battery recycling in the United States. At a macro level, recycling critical metals is an important pathway to building domestic supply resilience, but as this report shows, success comes down to micro enhancements, such as increasing drop-off points, education and safety features.
This week's Weekend Reads picks
By Anna Szymanski
July 24 (Reuters) - Looking for inspiration? Every Friday, Weekend Reads rounds up what the Reuters Open Interest team has been reading, watching and listening to.
This week's picks span the rise of drone warfare, Europe's AI ambitions and JPMorgan Chase CEO Jamie Dimon's concerns about long-dated bonds.
What the team is listening to and watching
MIKE DOLAN, ROI Finance & Markets Columnist: This podcast from the Bruegel think tank looks at how Europe is getting left behind by U.S. and China in the AI race - and how it may catch up. "The battle for the AI stack" explores an "Airbus for AI" initiative and considers what it would take for Brussels' new cloud and AI industrial proposals to have an impact.
JAMIE MCGEEVER, ROI Markets Columnist: In this latest edition of "The Master Investor" podcast, JPMorgan Chase CEO Jamie Dimon gives a wide-ranging interview to journalist Wilfred Frost. Among the highlights, Dimon says he would not be a buyer of long-dated bonds and is wary of the S&P 500 at current highs. He argues that the market right now is priced, if not for perfection, then certainly for a "pretty good outcome".