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Micro-Cap Oil Stock Soars On Helium Offtake Deal As Gulf Shock Spurs Hunt For Reliable Supplies
Micro-Cap Oil Stock Soars On Helium Offtake Deal As Gulf Shock Spurs Hunt For Reliable Supplies
The Hormuz chokepoint, with the U.S.-Iran conflict about to enter its third month, remains closed, and global energy flows are being rewired. One industrial gas we've identified as facing supply disruption risks is helium, which threatens to upend end markets ranging from semiconductor production to medical imaging.
Earlier this month, we published a note titled "Wyoming's Helium Empire Ascends As Qatar Gas Goes Flat." The note focused on how ExxonMobil stands out as a major...
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Aug 24, 2026 / Tyler Durden
Saylor's Strategy Launches 'USD Cash' Pool After $2 Billion Raise, No BTC Buys
Saylor's Strategy Launches 'USD Cash' Pool After $2 Billion Raise, No BTC Buys
Michael Saylor’s Strategy, the world’s largest public company holding Bitcoin, raised about $2 billion through common stock sales last week while making no new Bitcoin purchases.
The Bitcoin treasury company sold 18.26 million MSTR shares between Aug. 17 and Aug. 23 through its at-the-market (ATM) offering program, according to a Monday filing with the SEC, adding a new pool of cash to its balance-sheet toolkit as part of an effort to preserve flexibility.
Strategy repurchased about 1.43 million of its STRC...
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Mar 4, 2026 / Tyler Durden
Crude Stocks Rise 3.5 Million, Highest Since May 2025
Crude Stocks Rise 3.5 Million, Highest Since May 2025
With oil flows passing through the Straits of Hormuz blocked indefinitely, markets were paying especially close attention to today's weekly DOE report on oil stocks, to see how much capacity the US has in case of a prolonged lockout. The result was satisfactory.
The DOE reported the following weekly changes:
Crude +3.475MM, more than the expected +3.00MM, and the highest since May 2025
Gasoline -1.704MM, down to the lowest since Jan 9, 2026
Distillates +429K, biggest increase since Jan 2026
Cushing +1.6MM, rising to the highest...
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Jun 23, 2026 / Tyler Durden
Israel Sets 3 Key 'Conditions' For Ending Occupation Of South Lebanon
Israel Sets 3 Key 'Conditions' For Ending Occupation Of South Lebanon
Via The Cradle
Israel has set several “conditions” for the withdrawal of its occupation forces from Lebanon, Hebrew newspaper Israel Hayom reported this week – after Tel Aviv was forced to stop bombing the country due to the US–Iran agreement.
"Israel has three minimum conditions for withdrawing its forces from southern Lebanon: the withdrawal of all Hezbollah terrorists north of the Litani River; the dismantling of Hezbollah … infrastructure south of the Litani; and full Israeli freedom of action to remove threats," the...
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