US Nuclear Renaissance Finally Starts...? TNC Plans New South Carolina Reactor

Qatar And Kuwait Restore 70% Of Pre-War Oil Exports Through Hormuz Authored by Tsvetana Paraskova via OilPrice.com, Qatar and Kuwait have managed to boost their crude oil exports from the Strait of Hormuz to 70% of pre-war levels as they followed the United Arab Emirates in shuttling oil through the chokepoint and using ship-to-ship transfers in the Gulf of Oman, anonymous traders told Bloomberg on Thursday. Before the Middle East conflict, Qatar and Kuwait collectively exported about 2 million barrels per day (bpd) of crude oil via the Strait of Hormuz. They don't...

Winning? Do We Need To Understand UBI Submitted by Peter Tchir of Academy Securities Winning? Do We Need To Understand UBI Iran (and the potential for a deal) has continued to move markets. As the 30-year bond rose above 5% earlier this week, we got news that we have a new approach to resolving the conflict – a one-page MOU. Markets (ex-oil) rallied around various “deal” headlines all week. Spider, Bret, and I spent some time discussing this on Friday’s Podcast – The U.S. Proposal to End the War (also available on Spotify...

Cuba Crisis: Assessing The Claims Against Havana By Patrick Pillow Via The Libertarian Institute When President Donald Trump declared Cuba an “unusual and extraordinary threat” to US national security in a January 2026 Executive Order, the designation was accompanied by a series of sweeping claims. Among them were accusations that Cuba “provides support” to Russia, China, Iran, Hamas, and Hezbollah, that it “supports terrorism,” and that the Cuban government supports actors who “seek to destroy the United States.” What began as a discussion over Cuban intelligence capabilities has now expanded into a much broader narrative...