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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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Apr 23, 2026 / Kyle Anzalone
USS George HW Bush Arrives in the Middle East
US Central Command (CENTCOM) said that the USS George HW Bush aircraft carrier arrived in its area of responsibility. The US now has three aircraft carrier strike groups in the Middle East. “Nimitz-class aircraft carrier USS George H.W. Bush (CVN 77) sails in the Indian Ocean in the U.S. Central Command area of responsibility,” CENTCOM […]
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Apr 28, 2026 / Tyler Durden
Watch: Small Earthquake Registered After IDF Blows Up Largest-Ever Hezbollah Tunnel
Watch: Small Earthquake Registered After IDF Blows Up Largest-Ever Hezbollah Tunnel
The Israel Defense Forces (IDF) on Tuesday destroyed a major Hezbollah tunnel in southern Lebanon on Tuesday evening, minutes after issuing an unusual warning that the blast would be heard across wide areas.
The tunnel is being described in regional media as the largest one ever discovered thus far in the war in southern Lebanon. Israeli N12 News reporter Amit Segal has written that "the force of the explosion caused a small earthquake to be felt along the northern border."...
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Apr 2, 2026 / Tyler Durden
Private Credit Bank Run Begins: Blue Owl Gates After Shocking 41% Of OTIC Investors Ask For Their Money
Private Credit Bank Run Begins: Blue Owl Gates After Shocking 41% Of OTIC Investors Ask For Their Money
A week ago, in an attempt to calm the market, Goldman's economists published a lengthy, if at times disjointed, report discussing why a crisis in private credit would not lead to another financial crisis.
We are about to find out if they were right.
Recall that in mid-March, while attention was understandably focused on the Iran war, we explained why Blue Owl's February decision to commence liquidations of loans in its three core private...
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