Tanker Armada Races For Hormuz After Iran Says Strait Is Open

Nobody Knows What Will Happen Next By Michael Every and Bas van Geffen of Rabobank Ceasefire Yesterday, the US and Iran threatened to, respectively, “destroy Iranian civilisation” with “new tools” and other countries in the Gulf with old ones. Ahead of the 8PM deadline that Trump had set for “Bridge and Power Plant Day,” US and Israeli forces reportedly already destroyed some bridges and other infrastructure. Washington and Tehran struck a last-minute, two-week ceasefire – provided that the Strait of Hormuz is fully reopened. Notably, this was after China leaned on Iran to...

When The Grid Dies: How A Single Blackout Could Unravel A Modern World Authored by Milan Adams via Preppgroup, For decades, infrastructure analysts, military planners, and emergency preparedness experts have warned that modern civilization is built upon a dangerously fragile foundation. Electricity is no longer merely a convenience of industrial society; it is the bloodstream of every institution sustaining modern life. Water purification systems, food distribution chains, hospitals, communication networks, banking systems, fuel pipelines, transportation corridors, satellite infrastructure, and emergency services all depend upon uninterrupted electrical continuity. What follows is a...

World Peace By Molly Schwartz, cross-asset macro strategist at RabobankWall Street traders walked into the office yesterday morning to see headlines that world peace was just beyond the horizon, as Turkish, Saudi, Qatari, and Pakistani officials wrapped up meetings in Tehran to try and bring an end to the war. And so, the headlines rocked that “Iran’s Supreme Leader Calls for Meeting Conditions to End War.” Markets priced in the likelihood of the war actually ending accordingly- given that conversations about nuclear never even made it to the table- with...