Article
Still The (Military) Base Case
Still The (Military) Base Case
By Michael Every of Rabobank
Hormuz traffic is climbing, but refined product prices are lagging, and crack spreads are blowing out: one can’t just look at the oil price to understand the overall energy dynamic.
On the geopolitical front, things are also still mixed. Talks about the US-Iran MoU in Doha, without either side speaking to the other, went well according to the US, who are staying on for what could be indirect talks today. However, the Wall Street Journal reports Iran is split, with political leadership...
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Apr 24, 2026 / Tyler Durden
IRGC Seizes Ship With Witkoff-Kushner Team En Route To Pakistan; US Sanctions Chinese Refinery, Iran Shadow Fleet
IRGC Seizes Ship With Witkoff-Kushner Team En Route To Pakistan; US Sanctions Chinese Refinery, Iran Shadow Fleet
Summary
IRGC seizes a ship it says 'collaborated with US' in provocative move ahead of Pakistan talks; Iran FM preparing written proposal for US side.
President Trump is sending two envoys - Steve Witkoff and Jared Jushner - for talks with Iran in Pakistan, CNN reported, while Tehran sounded a more pessimistic tone on the prospects of further negotiations
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Third US...
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May 28, 2026 / Tyler Durden
Bessent Warns Oman On Hormuz Toll Scheme, After Trump Threatened To 'Blow Up' US Ally
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On an official level at least, Oman remains a close strategic partner and key ally of the United States in the Middle East; however, that relationship has been severely strained this month amid apparent Iranian-Omani cooperation regarding a potential toll system for the Strait of Hormuz. This of course flies in the face of the US posture in the region.
US Treasury Secretary Scott Bessent is the latest top Trump admin official to chastize Oman: "The United...
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Jun 16, 2026 / Tyler Durden
Radical Woke Mount Sinai Hospital Exposed: DEI, Child Sex Changes & Epstein Ties Prioritized Over Patients
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Authored by Tate Rosentreter via The Center Square;
Consumer protection organization Consumers’ Research began a campaign Monday highlighting New York City-based nonprofit Mount Sinai Hospital's prioritization of what Consumers' calls the hospital's woke and political ideology as well as having what it says are questionable partnerships such as ties to Jeffrey Epstein.
Executive director of Consumers’ Research Will Hild told The Center Square that “Mount Sinai is another example of a nonprofit hospital that has seemingly...
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