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UBS Discusses Next Maritime Chokepoint Investors Should Watch

UBS Discusses Next Maritime Chokepoint Investors Should Watch A lot of attention has centered on the Strait of Hormuz since the waterway was effectively shut not only by the IRGC drone threat, but mostly because maritime insurers are withdrawing war-risk coverage across the region. Our focus now shifts to the other critical maritime chokepoints. If Washington can pressure Iranian oil flows and, by extension, curb China's cheap Gulf crude flows, then the Taiwan Strait and South China Sea also emerge as potential flashpoints that traders can no longer afford to...
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Feb 15, 2026 / Tyler Durden
Pentagon Gaming Out "Sustained, Weeks-Long Military Campaign" Against Iran Which Could Open Pandora's Box
Pentagon Gaming Out "Sustained, Weeks-Long Military Campaign" Against Iran Which Could Open Pandora's Box The Pentagon is preparing for a "sustained, weeks-long military campaign" against Iran if President Trump gives the green light, according to fresh reporting in Reuters which cites two US officials. The scenario under review envisions a far broader conflict than last June's 12-day war, when the US and Israel launched strikes on the Islamic Republic. But some who better remember the recent Iraq and Afghan wars say it won't just be "weeks" - but any major Iran...
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Apr 7, 2026 / Tyler Durden
VP Vance Visits Hungary To Support Orban Ahead Of Election, Blasts EU "Interference"
VP Vance Visits Hungary To Support Orban Ahead Of Election, Blasts EU "Interference" Authored by Kimberley Hayek via The Epoch Times, U.S Vice President JD Vance arrived in Budapest on April 7 for a two-day visit aimed at bolstering Hungarian Prime Minister Viktor Orban’s campaign, ahead of Hungary’s parliamentary elections on April 12. Vance and his wife, Usha Vance, were greeted at the Budapest airport by Hungarian Foreign Minister Peter Szijjarto. The two men greeted one another warmly, and Szijjarto presented Usha Vance with a bouquet of flowers. “I’m looking forward to seeing my...
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Mar 9, 2026 / Tyler Durden
G-7 Leaders Reject SPR Release Plan, But 'Stand Ready' After Initial Jawbone Efforts Fade
G-7 Leaders Reject SPR Release Plan, But 'Stand Ready' After Initial Jawbone Efforts Fade Update (1055ET): G-7 finance ministers used headlines in Asia, including calls for a meeting to discuss an SPR release, as a purely performative attempt to calm chaotic energy markets. Now that the emergency meeting is over, the group of leaders failed to agree on releasing crude supplies. Those headlines briefly hit Brent down from around $119/bbl to near $100, but once again, it appears to have been little more than a circus act as world leaders stare directly...
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