Scattered Thoughts on War and Peace

Goldman Sounds Alarm: Europe May Need €100 NatGas Shock To Refill Winter Storage We have warned that Europe is approaching a twin energy crisis, with the Northern Hemisphere winter now just three months away. Dutch front-month gas futures, Europe's benchmark contract, surged Monday morning to 67 euros per megawatt-hour, the highest level since early 2023. Goldman Sachs commodities expert Samantha Dart warns that EU NatGas prices may need to more than double from her base-case forecast if LNG exports through the Strait of Hormuz remain constrained. Dart said reduced Qatari LNG loadings...

Trump, Rubio Eye Visa Revocations For Nearly 4,000 Iranian Elites Living In America Podcaster Katie Miller, who is also the wife of White House Deputy Chief of Staff Stephen Miller, said on Fox News overnight that the Trump administration and the State Department, under Secretary Marco Rubio, are planning to revoke the visas of thousands of Iranian elites living in the U.S. "You look at the UK, and look what Keir Starmer has in his own country. You look at the nephew of Khomeini [Ruhollah Khomeini], you look at the niece...

Guns Fall Silent As Trump Says US-Iran Talks On Again, But Insists 'In No Uncertain Terms, Ceasefire Is OVER' The guns have actually been silent in the Middle East overnight, after two days of deadly strikes between the United States and Iran, amid a general return to premarket open headlines of 'peace imminent again' as mediators desperately work to get diplomacy back on track. The White House position is that the ceasefire is over but that Washington has agreed to reengage Tehran in mediated talks. Trump indicates US has agreed to Iran...