Category Archives: Commodities

Iran War: Trump TACOs on Strait of Hormuz Fee as Blockade Starts but Again Threatens to Attack Iran Energy and Critical Infrastructure as Iran Warns of Closure of Bab el-Mandeb, Destruction of Gulf State Energy Production

Today’s Iran war news: Trump’s continued ferocity is way out of line compared to what the US can achieve. So what might transpire?

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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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