Category Archives: Commodities

Iran War: Vance Confirms Plan to Use “Deal” as Minsk-Type Pause to Restock Fuel (and Arms); US Ostentatiously Failing to Implement MOU, Seeking to Isolate Iran Over Strait of Hormuz Control

Today’s Iran war news: The US thumbs its nose at MOU obligations and seems content with current Strait of Hormuz transit levels.

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Iran War: Israel Makes Massive Bomb Blast in Southern Lebanon, Threatens Imminent Attack on Iran; Iran Refuses Meeting with US on Strait of Hormuz as Assembly of Experts Statement Assures Already Likely Death of MOU; Strait of Hormuz Transits Increasing as Iran and Oman Not on Same Page

Today’s Iran war news: Israel is aggressively escalating in Lebanon and threatens Iran as its Assembly of Experts hardens the red lines.

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Iran War: Axios Reports US, Iran Agree to Ceasefire Within Ceasefire, Doha Meeting on Strait of Hormuz as Iran Stands Up US on Technical Talks; Ship Transits Fall; Reports of Big US Buildup; Israel Attacks in Lebanon Continue

Today’s Iran war news: As many predicted, the MOU negotiations are coming apart along side a report of a further US buildup in theater.

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Iran War: Trump Again Whiplashes, Threatens Sustained Bombing, Capture of Kharg Island, Then Touts Plan to Sign Not-Finalized Iran Memo; More on Oil and Metals Squeeze, Plus SpaceX, AI Tidbits

Today’s Iran war post: Trump would have us believe that his 39th “deal is nigh” promise means it is about to happen.

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Iran War: Israel Again Bombs Lebanon, Defying Trump and Killing “Deal”; Middle East Straits as Foundations for New Security Architecture; Alon Mizrahi’s Zionism Delenda Est; Debate Over Oil Cliff Timing

Today’s Iran war news: Israel promptly again defied Trump by bombing Lebanon and Iran vows to end the blockade if there is no pact.

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Iran War: Iran Launches New Strikes on Israel After Netanyahu Humiliated Trump by Ignoring Demand to Stand Pat; Ansar Allah Attacks Israel and Saudi Base, Makes Red Sea Threat; South Korea Swoon Adds to AI Meltdown; BREAKING Bab el-Mandeb Closed?

Today’s Iran war update: Iran and Israel exchange attacks rapidly as Trump blusters and the AI meltdown accelerates in global markets

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Iran War: Hezbollah Rejects Israel-Favoring Ceasefire, Casting More Doubt on “Deal”: Iran Agrees to Inspection of Bushehr Plant but No Enriched Uranium Concessions; Trump Warned of Oil Cliff as Private Debt Fund Wobbles Rise

Today’s Iran war news: The US-Iran impasse is undeniable to everyone ex Team Trump as Israel balks and the oil cliff comes ever closer.

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Iran War: US Attempts Project Freedom 2.0 as Israel Continues Attacks in Lebanon Despite Alleged Ceasefire; Iran Economy Not Harmed by Sanctions, Performed on a Par to Saudis; Rice Prices Jump in Asia

Today’s Iran war update: Iran punched back harder than the US expected in the latest exchange, but Israel still refuses to stop war-making.

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