Category Archives: Commodities

Iran War: Iran Rug Pulls Trump by Suspending Talks Over Ceasefire Violations, Escalating with Demands to End Attacks in Gaza and West Bank, Threat to Close Hormuz and Choke Bab El-Mandab; More on How Hormuz Traffic Will Stay Low Even if “Deal” Agreed

Today’s Iran war news: Iran demands a end to hostilities on all fronts or Bad Things happen. Trump choke chained Bibi…but will that last?

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Iran War: Iran Rejects Trump Claims That Deal Is Near as US Counterproductively Toughens Terms; Hotter Tit-for-Tat Strikes Threaten Ceasefire; What if Trump Continues to Stall When Hitting Energy Cliff ?

Today’s Iran war update: What if Trump fails or refuses to resolve the conflict despite the US going over the energy cliff, projected for July?

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Iran War: New Reports of Agreement on Memo of Understanding Effectively Shot Down by Bessent as He Also Repeats Threats Against Oman; Israel Attacks Beirut; More Warnings of Energy Price Cliff Plus Claim Trump Made Illegal Below-Market SPR Sales

Today’s Iran war news: More Axios “deal is sealed” fake news as real economy costs of continued conflict look even more dire.

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Iran War: Peak Chaos as Trump Announces “Humanitarian” Convoy to Enter Strait to Free Trapped Ships, Soon Walked Back by Officialdom; Negotiations Reported as Collapsing as Iran Toughens Position; UAE Enters War

Today’s Iran war news: Trump carries on with his signature chaos-making, but not necessarily to his advantage.

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Iran War: Trump Faffs About, Extending Deadline for Strike Threat by 10 Days as US Military and Energy/Materials Shortfalls and Shortages Expected in Weeks; Iran Allows Transit of Trapped “Friendly” Ships

Today’s Iran war update: Trump and his inner circle seem astonishingly oblivious to accelerating damage to the economy and the military.

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Iran War: Trump Issues 48 Hour Unhinged Ultimatum to Iran; Iran Vows Mass Destruction Countermeasures; Israel Takes Hit to Dimona Area, Other Blows After Second Firing on Iran Nuclear Reactor Site ; More Warnings of Deep Damage from Strait of Hormuz Closure, LNG Reduction Effects

Today’s Iran war update: Trump threatens action which will lead to Iran retaliation that will destroy the world economy. Will he proceed?

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Iran War: Iran Seeks Decolonization of Gulf Region; IEA Proposes Emergency Release of Reserves; Nuclear Strike Risk Assessment; Iran Escalates Strikes

Today’s Iran war update: the implications of Iran’s apparent demands, risk of a Israeli nuclear attack, and Iran’s kinetic escalation.

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Iran War: Administration Succeeds in Talking Down Oil Price to Below $100 as Trump Seeks Off Ramp to Opposition of Pentagon and Hawks; Iran Continues to Reject Talks, Announces Increase in Strikes, Pounds US Bases Into Dust

Trump succeeds in talking investors out of the tree even as Iran war fundamentals and his approval rating decay.

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Iran War: Oil Rises to Nearly $120, Stays Above $100 Despite G7 Plans for Reserves Release; Foreign Markets Swoon; Iran Increasing Intensity of Strikes, Targeting More Assets in the Gulf

Today’s Iran war update: even if Mr. Market makes Trump TACO, Iran is not likely to relent on its Strait closure soon and damage will compound.

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