Article
War On Iran – Oil Prices Lag Supply Deficit – Arab’s Won’t Fight Iran – Khamenei Son Succeeds Father
Iraq has shut down some oil wells. As have Kuwait, Qatar, Bahrain, the Emirates and Saudi Arabia. Qatar has also shut down is gas wells and the process ‘trains’ needed to liquefy natural gas. All this because of the virtual closure of the Strait of Hormuz and because of potential missile and drone attacks on the fragile […]
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Sep 1, 2026 / Jason Ditz
Israel Continues to Escalate Raids Into Southwest Syria, Shepherd Captured
Israel has capped off an August that saw a steady increase in number and intensity of incursions into southwest Syria with a further escalation, with multiple new infiltrations into the country and at least one new detention reported. The weekend operations were largely against the Quneitra Governorate, where IDF troops entered Al-Samdaniya al-Gharbiya, and established a […]
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Apr 20, 2026 / Tyler Durden
Schrodinger's Strait, Schrodinger's Market
Schrodinger's Strait, Schrodinger's Market
By Benjamin Picton, Senior Market Strategist at Rabobank
Erwin Schrodinger famously proposed a thought experiment to illustrate the apparent absurdity of quantum mechanics when applied to the macroscopic world. In the theoretical experiment, Schrodinger’s eponymous cat, contained in a box with a radioactive atom, a Geiger counter and a vial of poison, exists in a state of superposition whereby it is simultaneously both alive and dead until the box is opened.
And so it is with the Strait of Hormuz, which exists in a state of both openness...
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Mar 23, 2026 / Tyler Durden
Iran FM Says No Talks With US After Trump Threatens To 'Just Keep Bombing' If Efforts Fail, Wants Hormuz To Be 'Jointly Controlled'
Iran FM Says No Talks With US After Trump Threatens To 'Just Keep Bombing' If Efforts Fail, Wants Hormuz To Be 'Jointly Controlled'
Summary
Trump announces "productive" talks with Iran, "postpones" military strikes for 5 days
Iran Foreign Ministry + Parliament speaker say no talks have happened, after Trump said "speaking with a top person in Iran", says will "just keep bombing" if Iran talks fail
Trump says Hormuz will be "jointly controlled"
Israel is not seeing an imminent end to the war, and plans to continue operations while avoiding energy assets, an Israeli official...
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