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As Israel Escalates Lebanon Strikes, No Assurances Lebanon Won’t Get Dragged Into Iran War
The last Israeli invasion of Lebanon “ended” in November 2024 with a ceasefire, and since that ceasefire went into effect, Israel has launched over a thousand attacks on Lebanese territory. Those strikes are continuing to grow in intensity in recent months, and this weekend alone, major attacks killed a dozen people in Lebanon and wounded […]
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Apr 17, 2026 / Tyler Durden
Aluminum Market Descends Into Supply 'Black Hole'
Aluminum Market Descends Into Supply 'Black Hole'
Aluminum prices on the London Metal Exchange are climbing into the end of the week, reaching $3,621 a ton and approaching the peak seen during Russia's 2022 invasion of Ukraine. The problem now is that the aluminum market has been thrust into a serious supply shock amid the U.S.-Iran conflict in the Middle East, one that is unlikely to be reversed in the near term.
One big problem we highlighted last weekend was that Emirates Global Aluminum (EGA), the Gulf's largest aluminum...
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Mar 5, 2026 / Tyler Durden
Iran Says Strait Of Hormuz Open As China-Linked Ship Transits Maritime Chokepoint
Apr 5, 2026 / Connor White
The Iran War is Shattering the Global Oil Order
The Persian Gulf is the jugular vein of global oil supply. Roughly one-fifth of all oil traded on earth transits the Strait of Hormuz. Since the war picked back up on February 28th, data reported to Goldman Sachs show an estimated hit to Persian Gulf oil exports that has since reached approximately 16% of global […]
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