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CIA Leak: Iran Can Survive Blockade Another 3 to 4 Months, Maybe Longer
CIA Leak: Iran Can Survive Blockade Another 3 to 4 Months, Maybe Longer
Belying the Trump administration's claims that a US blockade on Iran's use of the Strait of Hormuz has the country on the ropes and its oil infrastructure in near-term peril, a confidential CIA analysis says Iran can persevere another three or four months, if not longer. In a second stark contradiction of White House narratives, US intelligence assesses that the bulk of Iran's pre-war missile inventory is still intact. The substance of the CIA analysis was first reported...
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May 4, 2026 / Dave DeCamp
Israeli Forces Kill Three Palestinians in Gaza as Relentless Attacks Continue
Israeli forces killed at least three Palestinians in Gaza on Monday, according to reports from the Strip, as the IDF continues its relentless attacks and constant violations of the US-backed ceasefire deal. The Palestinian news agency WAFA reported that on Monday morning, a man, identified as 42-year-old Mousa al-Abyad, was killed by an Israeli attack […]
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Mar 31, 2026 / Tyler Durden
Solar Stocks Surge As Energy Shock Revives Renewables Trade
Solar Stocks Surge As Energy Shock Revives Renewables Trade
Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching.
"Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday.
Wijaya said, "Certainly seems that way based on recent px action in residential solar."
"SEDG is +79% YTD vs ENPH...
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Mar 31, 2026 / Tyler Durden
Another Greek Tanker Sneaks Through Strait Of Hormuz
Another Greek Tanker Sneaks Through Strait Of Hormuz
Another Greek-controlled oil tanker has crossed the Strait of Hormuz, despite Iran's declaration that only "friendly" vessels will be allowed to make the transit, marking the fourth such voyage since hostilities in the Middle East began.
The suezmax Pola, which switched off its tracking system in the Persian Gulf on March 10, was detected again on Monday by the Automatic Identification System: it was located several thousand miles away.
The ship was sailing in the eastern Indian Ocean near the maritime corridor off the...
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