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Iran Threatens Region-Wide Infrastructure 'Obliteration' As Trump's 48-Hour Ultimatum Ticks Down, Mass Casualties In Southern Israel
Iran Threatens Region-Wide Infrastructure 'Obliteration' As Trump's 48-Hour Ultimatum Ticks Down, Mass Casualties In Southern Israel
Summary
Iran vows regional and US infrastructure will be "irreversibly destroyed" in response to Trump's 48-hour timeline to open Hormuz or else Iranian power plants will be obliterated.
Iran announces imposition a $2 million transit fee on 'non-enemy' ships wishing to transit strait.
Unprecedented damage and many dozens of casualties in Israel's south after tit-for-tat strikes on areas with nuclear plants.
Reports of US prepping diplomatic offramp plan but Iran says expanding war has effectively shut the door; Bessent says "50 days" of...
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Mar 12, 2026 / Tyler Durden
"The Situation Is Dire": Half Of Available Global LNG Tankers Are Trapped In The Persian Gulf
"The Situation Is Dire": Half Of Available Global LNG Tankers Are Trapped In The Persian Gulf
There are thousands of ships in the global oil tanker fleet, by some estimates nearly as many as 9000 (and that excludes sanctions vessels). Just a fraction of these are either waiting to enter the blockaded straits of hormuz, or to leave it.
By contrast, the global LNG fleet is a tiny fraction, and now most of it is stuck inside the Persian Gulf.
According to the WSJ, at least 20 LNG carriers a bout half...
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Jul 16, 2026 / Tyler Durden
Goldman Slashes Global PC Shipment Forecast As Memory Chip Crunch Derails Upgrade Cycle
Goldman Slashes Global PC Shipment Forecast As Memory Chip Crunch Derails Upgrade Cycle
The global PC market is facing mounting pressure as a worsening memory-chip crunch, limited product availability, and consumers balking at higher prices threaten to deepen the downturn. These headwinds prompted Goldman analysts to "further trim" their PC shipment forecasts for this year and next.
"We further trim our global PC shipment estimates for 2026-27E, considering the near-term pressures of higher memory and CPU costs, and the flattening replacement cycle following the end of Win 10," said Allen...
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Jul 5, 2026 / Tyler Durden
Vertically Integrated Nations, Production For Security, And Rate Cuts
Vertically Integrated Nations, Production For Security, And Rate Cuts
Submitted by Peter Tchir of Academy Securities
Let’s start with the important stuff: Hope you are having a great 4th of July 250th Anniversary Weekend.
Yields gained back some ground after the relatively weak jobs report (headline plus revisions was negative, the private sector underwhelmed, and unemployment only dropped because the labor force participation rate dropped by a relatively large 0.3%).
I will continue to pound the table (or rant and rave as the case may be) that this Fed Will Cut Rates...
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