Israel Prepares to Return to War as Trump Attempts to Break Iran’s Hold on Strait of Hormuz

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...

American Airline Cuts Outlook After Jet Fuel Shock Bill American Airlines slashed its full-year outlook on Thursday morning, warning it could post a loss in 2026 as the Iran-U.S. war, which sent jet fuel prices soaring, adds roughly $4 billion in fuel costs. The airline now expects full-year results ranging from a 40-cent loss to a $1.10 profit, down from its earlier forecast of $1.10 to $2.70 in earnings per share. "Based on the forward fuel curve and the current revenue outlook, the midpoint of the full-year guidance is expected to...

We Didn't Just Get Expensive Electricity. We Built A System That Makes It Inevitable. Authored by William Murray via RealClearEnergy, Most Americans don’t think about electricity until the monthly bill arrives. It comes once a month, often quietly, but lately it’s landed like a thud. Heating your home now costs hundreds more a month than it did just a few years ago. You use the same appliances. You flip the same switches. Nothing in your daily life has changed – except the price. Why? When one looks inside the electricity system, the experience is...