CASHMAN: ELIZA BLEU AND THE PERPETUAL TRAUMA MACHINE—PART 1

After Putin's Guarded Iran War Comments, Medvedev Enters The Chat Earlier this week President Putin weighed in on America's Iran operations, and as we detailed his comments were predictably a bit guarded. He had compared the war and the Hormuz Strait closure - and subsequent impact on global energy - to the massive widescale impact of the Covid-19 pandemic. But fundamentally he highlighted the "unpredictable" nature of the conflict in terms of where it's headed, as Washington appears to be searching for an offramp on its terms. On Friday Dmitry Medvedev weighed...

A 'War Of The Oil Refineries' Opens As Israel Bombs Key Tehran Sites, After Which Haifa Refinery Targeted Update(1425): Is a tit-for-tat oil depot war opening? This could be the next phase of escalation, already in progress. Iran's Islamic Revolutionary Guard Corps (IRGC) says it has struck Israel's Haifa refinery, framing the attack as direct retaliation for fresh Israeli strikes on energy infrastructure inside Iran. The war of the oil refineries: Iran says it targeted tonight a refinery in Israel after an attack on its own refinery in Tehran. The regional energy infrastructure is getting...

The US Must Be Confident It Has A Plan In Place To Lower Oil Prices Once It Strikes Iran By Michael Every of Rabobank Lots Of Xs Vs Lots Of Ys US vs. Iran: The media today talk of a “90% chance of war” and “as soon as Saturday.” We’ve long stressed there’s a high likelihood of a fresh US-Iran conflict, recent US logistics movements said soon, and an Axios headline yesterday refocused oil markets on it. The balance of risks now tilts to a US strike after market close Friday, even...