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Company

Eurasia Group

Political risk consultancy that analyzes geopolitical and energy-market developments, including Middle East and Latin American oil and sanctions dynamics.

Current stories

investConfirmed8 publishers

Boyu and IDG lead a $500 million Manus round after Beijing blocked Meta's takeover

Manus raised more than $500 million in a round led by Boyu Capital and IDG Capital, its first since Beijing blocked Meta's $2 billion purchase. If Bloomberg's reported $4 billion valuation holds, it prices the AI-agent maker on its own at double what Meta agreed to pay.

Perspective Coverage

10 publishers
Builder
Builder 23%
Operator
Operator 28%
Investor
Investor 49%

Reality

Evidence70
Adoption45
Hype gap+20
Incentives60
Confidence65
investConfirmed5 publishers

Washington prices 65 billion Venezuelan barrels at $1.54 of promised capital each

Caracas puts the bill above $100 billion for reserves the White House says more than double America's, a stock claim with no schedule attached while the only new barrels come from Chevron tuning old wells.

Perspective Coverage

5 publishers
Builder
Builder 12%
Operator
Operator 38%
Investor
Investor 50%

Reality

Evidence44
Adoption22
Hype gap+71
Incentives82
Confidence63
investOne report1 publisher

Brent crude and bond yields both jump amid Trump's Iran and Venezuela oil moves

Brent at $92 reads as a supply story, but the harder move is a 30-year Treasury at 5.278%, and what sits between them is a peace deal Washington keeps declining and 65 billion Venezuelan barrels it wants to own.

Publishers:fortune.com

Reality

Evidence46
Adoption
Not scored
Hype gap+35
Incentives70
Confidence45
investOne report1 publisher

Ten million barrels a day now leave Hormuz through a lane the US Navy defends

Goldman puts regional export flow at 15 to 16 million barrels a day, so the defended Omani corridor is carrying roughly two-thirds of it. That is what an eroding chokepoint premium looks like in volumes rather than in quotes.

Publishers:fortune.com

Reality

Evidence55
Adoption62
Hype gap+14
Incentives68
Confidence52
investOne report1 publisher

A 50% tariff on 5% of the trade: Washington's Section 338 bet lands on American invoices

Section 338 covers a twentieth of Canadian imports, the Supreme Court has already voided one tariff authority, and Saskatchewan holds a third of world potash. The duty travels downstream.

Publishers:fortune.com

Reality

Evidence32
Adoption58
Hype gap+27
Incentives64
Confidence33
investOne report1 publisher

Canada prices the cost of hitting back, and hands cross-border shippers a dated calendar

Washington's 50% duty on about $20 billion of Canadian goods is already live, and Ottawa's dollar-for-dollar answer starts Sept. 8. Neither side has scheduled a talk.

Publishers:fortune.com

Reality

Evidence54
Adoption62
Hype gap+14
Incentives72
Confidence56
investOne report1 publisher

Rio Tinto's chair on tariffs by tweet: geopolitical risk belongs in the balance sheet, not the dinner speech

Dominic Barton says the diplomats who used to telegraph trade shocks have been replaced by social media posts, and that companies should be re-planning debt, data and incorporation around it.

Publishers:fortune.com

Reality

Evidence42
Adoption28
Hype gap+32
Incentives74
Confidence44
investOne report1 publisher

Hormuz tolls look permanent: price the chokepoint, not the spike

Iran wants a per-barrel fee for passage through the Strait of Hormuz, and the three main scenarios on offer all end with someone paying. Freight models built on mean reversion are the exposure.

Publishers:fortune.com

Reality

Evidence34
Adoption
Not scored
Hype gap+46
Incentives62
Confidence38