More Iran Truce Optimism: Israel To Open Ceasefire Negotiations With Lebanon After Trump Pressures Netanyahu, Oil Drops

Report Sounds Alarm Over Return Of Iranian Mass Ballistic Missile Production Among an array of shifting official goals of the Iran war offered by the US administration, there's one which has remained consistent: President Trump and White House officials have time and again proclaimed that Iran's ballistic missile arsenal is mostly obliterated. Yet, this very week - as well as the past several weeks - Iran has been intermittently responding to US provocations by unleashing large ballistic missile salvos on some of the Gulf states, but especially Jordan. Here's the NY...

Tune In To Tonight's Fertilizer Debate: How Bad Will It Get? As we covered earlier this week, Goldman Sachs analysts now say the fertilizer disruption is larger than expected, with nitrogen markets taking the brunt. Urea prices have risen 50% to 70% since the conflict began. Goldman’s Duffy Fischer wrote that “nitrogen fertilizer is the most impacted chemical chain,” adding that the scale of disruption is “greater than we originally expected.” And signs of improvement have yet to reveal themselves… As the U.S.–Iran conflict enters its seventh week, ZeroHedge, in partnership with...

Stalemate, Not Checkmate Bas van Geffen, senior macro strategist at Rabobank Stalemate, not checkmate CIA Chief Ratcliffe’s 15-minute dialogue in Moscow was reportedly an elevator pitch warning Russia not to support Iran, and not to attack NATO. Peace talks between Russia and Ukraine are at a dead end, and Ukrainian attacks on Russian economic infrastructure – including refineries and large online retailers – are increasingly putting pressure on President Putin. So, Moscow is preparing to escalate its assaults on the country. Russian military presence in Belarus is building up, which could reopen a...