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OPEC +/-
OPEC +/-
By Bas van Geffen, Senior Macro Strategist at Rabobank
Brent futures topped $115/barrel, after news broke that US President Trump rejected Iran’s proposal to reopen the Strait of Hormuz. According to CNN’s sources, Iran is expected to submit a revised proposal in the next few days. However, it is unclear why Trump would accept this new version, unless Iran is suddenly willing to make concessions on its nuclear program.
Meanwhile, Reuters reports that US intelligence agencies are studying how Iran would respond if President Trump simply declared victory – suggesting...
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May 18, 2026 / Dave DeCamp
Cuba’s President Warns That US Attack Will Cause ‘Bloodbath’
Cuban President Miguel Diaz-Canel said on Monday that any US attack on Cuba would cause a “bloodbath,” a warning that comes as US officials are setting up pretexts for a potential war on the island nation. “The threats of military aggression against [Cuba] from the world’s greatest power are well-known,” Diaz-Canel wrote on X. “The […]
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Jun 23, 2026 / Tyler Durden
Trump Admin Kicks Off American Nuclear Renaissance With $17.5 Billion Loan Program For Reactor Projects
Trump Admin Kicks Off American Nuclear Renaissance With $17.5 Billion Loan Program For Reactor Projects
With hyperscalers set to spend roughly $800 billion on data-center capex this year alone, alongside reshoring and broader grid electrification, baseload power demand is poised to surge.
We have made the case that intermittent solar and wind are no match for the scale and reliability requirements of the modern economy, and that nuclear power is emerging as the clean, always-on power source needed to power the AI era.
The Wall Street Journal reports Tuesday morning that the...
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Sep 3, 2026 / Dave DeCamp
Israel’s Ben Gvir Unveils Plan To Remove All Palestinians From Gaza
Israeli National Security Minister Itamar Ben Gvir on Thursday unveiled a plan for the ethnic cleansing of Gaza’s Palestinian population, which he and other Israeli ministers refer to as “voluntary migration,” a day after Israeli Defense Minister Israel Katz said the removal of Palestinians was the only “real solution” for Gaza. Ben Gvir dubbed his […]
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