Six US Soldiers Killed in War with Iran, Three American Fighter Jets Downed Over Kuwait

Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat Readers have already been well briefed, see here and here, that roughly one-third of global helium supply has been disrupted, setting the perfect storm of chaos to spread across high-tech industries, particularly semiconductors. The shock is being driven by shipping restrictions through the Gulf and the shutdown of output from top producer Qatar, where damage to the Ras Laffan complex could keep supplies constrained for years.  As the U.S.-Iran conflict enters its second month, one of the clearest second-order effects of...

In an effort to make the latest Israel-Lebanon ceasefire agreement seem like it was doing something more than the half dozen that came before, there was talk during negotiations of Israel agreeing to “symbolic” withdrawals from small segments of Lebanon as a good faith gesture. It wouldn’t impact the overall occupation, but it’d be something […]

Treasury Secretary Scott Bessent announced a new economic war against Iran dubbed Operation Economic Outcast. “At President Trump’s direction, the United States Treasury has begun Operation Economic Outcast, an unprecedented campaign against the Islamic Republic of Iran and its enablers,” Bessent said on Monday. “In the Second World War, D-Day marked the historic beginning of […]