1. Red alert for oil supply before the peak consumption period: The global energy market is under severe pressure due to conflicts in the Middle East, increasing the risk of oil shortages. Jeff Currie, director of energy strategy at Carlyle Group, said Asia is nearing its minimum production levels, while Europe and the United States also face the risk of shortages. Speaking at the UBS Wealth conference in Singapore, he warned that global inventory figures could be misleading because much oil is not immediately available, due to the need to maintain the security of pipelines and storage facilities. As a result, the actual quantity of oil available on the market is significantly lower. He stressed that Asia is very close to reaching its minimum production threshold.
2. The end of the Iranian conflict could allow the Fed to lower its interest rates: Kevin Hassett, President Donald Trump’s chief economic adviser at the White House, believes that the de-escalation of the Iranian conflict could lower energy prices, creating conditions conducive to a reduction in interest rates by the Federal Reserve (Fed). Speaking on Fox News, he noted that the White House expects oil prices to fall once a deal is reached with Iran, paving the way for more flexible management of interest rates. This analysis comes as President Trump declared that negotiations with Iran were progressing in a positive and orderly manner.
3. European gas reserves are in a critical situation due to the conflict in the Middle East: The CEO of Norwegian energy giant Equinor ASA has warned that Europe could face a gas shortage if transit through the Strait of Hormuz is disrupted for one to three months. In the middle of the summer gas loading season, European reserves are currently around 35-37%, still below the 50% target, after falling to around 28% at the end of winter. This situation raises fears that Europe will struggle to meet its 90% storage target before winter, increasing the risk of imbalances in energy supplies.
4. The United States accelerates the reimbursement of import customs duties to businesses: Customs and Border Protection (CBP), responsible for directly managing the refund process, disbursed approximately $14 billion more in operating funds in May 2026 compared to the entire previous month. This reflects a rapid increase in customs duty refunds to importers. According to data from the US Treasury Department, as of May 20, CBP had disbursed approximately $17 billion in operating funds, a significant increase from the $3 billion disbursed in April. At the current rate of payments, the total amount of refunds in May is expected to exceed the total import tax revenue of $22.12 billion collected by the U.S. government in April.
5. Huawei’s “Queen of Chips” introduces a new semiconductor development principle: At the IEEE conference in Shanghai on May 25, Ms. He Dingba, nicknamed the “Queen of Chips” of the Huawei Group, presented the “Tau Scaling Law”, a new principle of semiconductor development. According to this principle, instead of continuing to miniaturize transistors, as Moore’s law approaches its physical limits, the chip industry is encouraged to optimize data transmission speeds on a system scale, from devices and circuits to chips and computers. This approach is seen as a new way to maintain the dynamic of improving the efficiency of semiconductors in the face of the growing challenges of miniaturization.
6. Chinese car manufacturers are strengthening their R&D activities in Europe: Chinese car manufacturers are intensifying their research and development (R&D) activities in Europe to design models better suited to local regulations, conditions of use and consumer needs. According to China Daily, Geely has created Geely Technology Europe, a unified R&D center in Europe, bringing together the engineering teams in Gothenburg (Sweden) and Frankfurt (Germany). This center collaborates with the Geely Automotive Research Institute in China to plan and develop products for global automotive programs. The objective is to reduce the time to market Chinese products internationally to less than six months and to expand the projects managed in Europe by 2027.
7. ECB emergency meeting regarding the Claude Mythos AI model: The ECB has called an emergency meeting of major European banks on May 26 to examine Anthropic’s Claude Mythos artificial intelligence model, seen as capable of circumventing current advanced IT security standards. The ECB has called on banks to quickly implement protective measures against the cybersecurity risks linked to this technology. At the same time, the ECB has asked American financial institutions, which have earlier access to this technology, to share their information on this matter. Previously, Anthropic had granted only limited access to the Mythos model to a limited number of American organizations as part of a confidential pilot project called Project Glasswing.
Source : https://baotintuc.vn/kinh-te/diem-tin-kinh-te-the-gioi-noi-bat-ngay-2552026-20260525201736581.htm
