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Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary

Regime Change Will Not Be Easy: Tehran's Goal Is To Survive By Any Means Necessary By Molly Schwartz, cross-asset macro strategist at Rabobank My Circus! My Monkeys! Europe was hit with the first strike to its energy supply chain after the Russian invasion of Ukraine and had to start diversifying its inflows from elsewhere. Now that Middle Eastern LNG is losing reliability, Europe might have to get involved just to keep the lights on. While the EU and UK would probably be more than happy to spectate from the proverbial “monitoring chair,” they...
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May 19, 2026 / Dave DeCamp
Israeli Strike on Gaza City Kills One Palestinian as Constant IDF Ceasefire Violations Continue
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Apr 16, 2026 / Tyler Durden
Fire Erupts At Major Australian Refinery, Amplifying Fuel Shock As "Green" Killed Refining Buffer
Fire Erupts At Major Australian Refinery, Amplifying Fuel Shock As "Green" Killed Refining Buffer Australia's failed "green" domestic energy policies had already sparked a fuel-supply shock shortly after the U.S.-Iran conflict disrupted tankers at the Hormuz chokepoint. Now, a fire has broken out at the larger of Australia's two remaining oil refineries, adding even more fuel supply woes.  Victoria state fire authorities said the blaze erupted at Viva Energy's 120,000-barrel-per-day Geelong refinery, one of only two operating oil refineries left in Australia. The refinery accounts for roughly...
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Feb 16, 2026 / Tyler Durden
Ship Orders From South Korea Are Surging Thanks To U.S. Fees On Chinese-Made Ships
Ship Orders From South Korea Are Surging Thanks To U.S. Fees On Chinese-Made Ships South Korea is tightening the race with China in global shipbuilding after U.S. plans to curb Chinese-built vessels disrupted order flows and redirected demand , according to Nikkei.  Worldwide new orders fell 27% in 2025 to 56.42 million compensated gross tonnage (CGT) — the first annual drop in two years — according to U.K.-based Clarksons Research. China remained No. 1 but saw orders tumble 35% to 35.36 million CGT, shrinking its share to 62.7%. South Korea, ranked second,...
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