War headlines today.
- Trump and Netanyahu reportedly in a screaming match.
- Gulf oil production back to pre-war levels: OPEC.
- No progress on talks.
Brent and cracks appear to have completed their flush.
Energy crisis swings to LNG
David Llewellyn-Smith
Thursday 12 November 2026
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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