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Home2025July

Month: July 2025

Price
Finance

Office CMBS Delinquency Rate Spikes to Record 11.1% in June, Worse than Financial Crisis Meltdown Peak, after 3-Month Relapse

July 1, 2025 Stu Turley

A Los Angeles tower, FEMA headquarters in Washington, 100-year-old tower in Manhattan join list; some delinquent loans were “cured,” including by transfer to a custodial receiver and extend and pretend, and came off the list. […]

MSC
International News

MSC ramps up megamax expansion with $1.2bn shipbuilding deal in China

July 1, 2025 Mariel Alumit

Gianluigi Aponte’s Mediterranean Shipping Co (MSC) is pressing ahead with megamax containership fleet expansion through a new shipbuilding deal in China. The Swiss-based liner giant has ordered up to six 22,000 teu newbuilds from China […]

Tariffs
Finance

Tariff Cash Is Rolling In: June’s Record Take Spikes by $20.5 Billion Year-over-Year

July 1, 2025 Stu Turley

Businesses have been paying them out of their huge profits and have not been able to pass them on to consumers so far. By Wolf Richter for WOLF STREET. Collections from “customs and certain excise taxes” spiked to […]

American
Carbon Tax

One Big Beautiful Bill Passes Senate: A Mixed Bag for Energy with Renewable Incentives Gutted

July 1, 2025 Clark Savage

After a marathon 27-hour session and 46 amendment votes, the U.S. Senate passed the One Big Beautiful Bill Act (H.R. 1) on July 1, 2025, with a razor-thin 51–50 vote, Vice President JD Vance casting […]

Labor
Finance

Underlying Labor Market Dynamics Are Solid, Recession Stays on the Back Burner

July 1, 2025 Stu Turley

Companies don’t just suddenly drop everything to stew in their own juices. By Wolf Richter for WOLF STREET. Look, the job market hasn’t cratered yet, and doesn’t look like it’s on a path to cratering, despite whatever is […]

GOP Senators Fail to Save Wind, Solar Subsidies Overnight - David Blackmon
ENB Pub Note

GOP Senators Fail to Save Wind, Solar Subsidies Overnight – David Blackmon

July 1, 2025 Clark Savage

ENB Pub Note: This article is from David Blackmon’s Substack. . It is truly an honor to have been featured on so many podcasts and worked on these topics with David; he is a great thought […]

PV Power
Electrical Generation / Utilities

PetroVietnam Power says second LNG power plant connected to grid

July 1, 2025 Mariel Alumit

PV Power said in a statement that the plant generated 50 MW of electricity as part of its testing phase. The LNG power plant is expected to start commercial operation in November this year, after […]

A receiving platform at the export terminal for the Coastal GasLink natural gas pipeline under construction in Kitimat - created by Grok on X
ENB Pub Note

Canada’s Second Shot at Becoming a Major LNG Player Amid Green Energy Push

July 1, 2025 Clark Savage

A decade after a much-hyped liquified natural gas (LNG) boom fizzled out, Canada is poised for a second chance to cement itself as a significant player in the global LNG market. The recent milestone of […]

AI

The Big Beautiful Bill Puts A Stop To The Green New Deal

July 1, 2025 Andy Del Prado

Daily Standup Top Stories Clean Energy Gutted in Last-Minute Rewrite of Trump’s $1.2T Senate Tax Bill June 30, 2025 Clark Savage In a stunning turn of events, Senate Republicans have delivered a seismic blow to the […]

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