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Energy Cliff, Supply Chain Shock: The Toxic Cocktail Behind The Urgent Push For An Iran Deal
Energy Cliff, Supply Chain Shock: The Toxic Cocktail Behind The Urgent Push For An Iran Deal
The U.S.-Iran interim peace deal has been signed, and the normalization of the Strait of Hormuz is now beginning. Tanker traffic through the critical waterway is slowly resuming, though a full return to pre-war or near-pre-war energy flows could take months.
But behind the urgency to get the memorandum of understanding deal across the finish line were two uncomfortable realities.
First, President Trump recently met with oil and gas executives, who likely informed the administration that...
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May 28, 2026 / Tyler Durden
Oklo COO Says Nuclear Waste Could Power America For 150 Years
Oklo COO Says Nuclear Waste Could Power America For 150 Years
Earlier this week, we covered Oklo’s approval by Chris Wright’s DOE to convert plutonium previously set for disposal into new fuel. “Fuel supply constraints are a key throttle to advanced reactor development,” Oklo CEO Jacob DeWitte said following the announcement.
Jacob’s wife and Oklo’s COO Caroline DeWitte joined ZeroHedge and Radiant Energy Group’s Madison Hilly. Caroline laid out Oklo’s ambitious vision: recycle spent nuclear fuel, build fleets of reactors for AI hyperscalers like Meta, and turn what the industry currently...
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Apr 2, 2026 / Tyler Durden
"Everything About This Market Is Wild": European Diesel Futs Top $200 As Global Scramble Accelerates
"Everything About This Market Is Wild": European Diesel Futs Top $200 As Global Scramble Accelerates
The global tug-of-war for fuel looks set to accelerate, with traders scrambling to secure supplies even more aggressively after President Trump showed no signs of an end to hostilities (and a reopening of the Strait) any time soon.
The longer the Strait of Hormuz remains closed, the more intense the competition is likely to become. Traders have warned that Europe is at risk of diesel shortages in the coming weeks.
“Everything about this market is wild,” said Philip...
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Aug 6, 2026 / Tyler Durden
Senate Panel Holds Fauci In Contempt For Refusing To Answer Questions
Senate Panel Holds Fauci In Contempt For Refusing To Answer Questions
Anthony Fauci has been held in contempt of Congress by the Homeland Security and Governmental Affairs Committee, after he repeatedly refused to answer lawmakers' questions about funding risky research to genetically manipulate bat coronavirus in Wuhan China, and his role in the ensuing lockdown quagmire that cratered the economy after he was put in charge of leading the COVID-19 response.
In an 8-5 vote brought by Committee Chairman Sen. Rand Paul (R-KY), the contempt vote seeks to refer the case directly to the DOJ for...
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