Une personne douée en finances, qui s'intéresse beaucoup aux tendances et à l'analyse économiques, suit également l'actualité politique et se tient informée des avancées technologiques. Elle s'intéresse particulièrement à la manière dont les politiques économiques influencent les marchés mondiaux.
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Copper supply, EU Russian gas ban, Microsoft AI sales, India trade surge...
Mercredi 3 décembre 2025 à 15:35
Economic Shifts and Resource Strategies
Copper Prices Surge Amid Supply Concerns and Strategic Moves by Miners
The Wall Street Journal reports that copper prices have reached record highs owing to global supply worries, with increased shipments to the U.S. as traders anticipate potential tariffs. In response, Glencore has announced plans to double its copper production over the next decade and restart the Alumbrera mine, as highlighted by both the Wall Street Journal and the Financial Times. This strategic expansion aims to address future demand, despite the company simultaneously cutting 1,000 jobs to streamline costs.
Wall Street Journal (Markets)
Wall Street Journal (Markets)
Financial Times
EU Sets Full Ban on Russian Gas Imports by 2027
According to both the Financial Times and the World Street Journal, the EU has agreed to ban all Russian gas imports by fall 2027, with earlier deadlines for liquefied natural gas and short-term contracts. The move marks a major escalation in the bloc’s push for energy independence and a significant challenge for European industry, which has relied heavily on Russian gas for decades.
World Street Journal (International)
Financial Times
Europe Accelerates Raw Material Security with Major Investment Plan
The World Street Journal notes that the EU has launched a $3.5 billion package to bolster its raw-material supplies, setting up a center to monitor mineral flows and facilitate joint investments. This comes as the continent seeks to reduce dependence on external sources amid geopolitical uncertainties, especially in light of the Russian energy ban.
World Street Journal (International)
Sustainable Lithium Production Gains Momentum in Europe
Vulcan Energy Resources will begin construction on a major lithium project in Germany, supported by $2.6 billion in funding, according to both the Wall Street Journal and the Financial Times. The facility is expected to produce enough lithium for about 500,000 electric vehicle batteries annually, underscoring Europe’s drive to secure battery material supplies for its growing EV industry.
Wall Street Journal (Markets)
Financial Times
U.S. Import Prices Stay Flat as Market Awaits Fed Moves
The Wall Street Journal reports that U.S. import prices remained unchanged in September, with a rise in nonfuel import prices offset by declines in fuel costs. This stability comes as investors await new payroll data, which is likely to influence the Federal Reserve’s upcoming interest rate decision, according to further coverage by the same outlet.
Wall Street Journal (Markets)
Wall Street Journal (Markets)
Technology and Innovation
Microsoft Lowers AI Sales Quotas as Customer Adoption Slows
The Information reveals that Microsoft has reduced sales quotas for its newer AI products after customers showed reluctance to invest in these offerings, despite earlier optimism that 2025 would be a breakthrough year for multi-step automation tools. This rare quota adjustment suggests a broader market hesitancy toward rapid AI adoption within enterprise environments.
The Information
Regulation in the AI Era Demands Rethink, Says UK Financial Watchdog
The Financial Times reports that the head of the UK’s Financial Conduct Authority has called for a “totally different” regulatory approach to keep pace with the rapid evolution of artificial intelligence. The FCA argues that the relationship between regulators and the regulated will need to become more dynamic and collaborative to ensure effective oversight.
Financial Times
Start-Ups Target AI Software Bugs with Major Funding
According to the Financial Times, start-up Antithesis has raised $105 million in a round led by trading firm Jane Street, aiming to help developers catch bugs in AI-generated code. The surge in investment reflects growing demand for robust AI software testing as businesses increasingly deploy generative AI systems.
Financial Times
Global Trade and Geopolitics
India-North America Shipping Sees Growth Amid Trade Deal Hopes
The World Street Journal reports a surge in demand for shipping connections between India and North America, with Maersk maintaining regular weekly departures as expectations rise over a potential U.S.-India trade deal. This trend also aligns with forecasts from the Financial Times that India’s energy demand growth will soon surpass China’s, signifying a shift in global trade and commodities dynamics.
World Street Journal (International)
Financial Times
EU Floats Emergency Powers to Harness Russian Assets for Ukraine
The Financial Times details a controversial EU proposal to raise €210 billion from frozen Russian assets to fund Ukraine, which would mark an unprecedented use of financial tools against a major power. The plan is being debated amid heightened tensions over the ongoing conflict and questions about the legal and financial repercussions of such a move.
Financial Times
Defense Technology
U.S. Adopts Iranian-Style Kamikaze Drones in Middle East Deployment
Both the Wall Street Journal and the World Street Journal report that the Pentagon has begun deploying a new kamikaze drone, built by U.S. firm SpektreWorks and modeled on Iran’s Shahed device. This innovation signals a shift toward cost-effective drone warfare, leveraging designs previously fielded by U.S. adversaries.
Wall Street Journal (politics)
World Street Journal (International)