When The Persian Gulf Supply Shock Meets The Warsh Fed: Stagflation & The Coming AI Bubble Bust

First Qatar Supply Shock, Now Cyclone Chaos Slams Major Australian LNG Plants In a troubling overnight development that could further deepen the Gulf energy shock, especially in global LNG markets, a tropical cyclone has disrupted operations at three major Australian LNG facilities, which together account for roughly 8.4% of global supply. The timing is alarming: Iranian strikes have already knocked out about 17% of Qatar's LNG export capacity, with repairs potentially taking years. The Australian outages now add near-term supply risks for buyers, particularly in Asia and Europe, who are...

President Donald Trump said that the “new” President of Iran had accepted a ceasefire with the US. Tehran quickly denied Trump’s statement.  “Iran’s New Regime President, much less Radicalized and far more intelligent than his predecessors, has just asked the United States of America for a CEASEFIRE!” the President posted on his Trump Social account […]

Goldman's Global Affairs Chief Warns Of Middle East Spillover Threats West Texas Intermediate crude futures spiked as high as $111 a barrel on Sunday evening as the deepening Middle East conflict sent panic through oil markets, with supplies from key Gulf producers going offline and the Strait of Hormuz remaining paralyzed into week two. The key question on some energy desks is whether this energy shock will force President Trump to scale back Operation Epic Fury in a TACO-style retreat by Tuesday with WTI in triple-digit territory. That is hard...