Iran "Decision Week": Trump Teases "Easy Way Or Hard Way" As Tankers Burn, Rial Craters And Tehran's Oil Minister Quits

Two Latvians Arrested After Breach At US Intel Hub Deepens UK Sabotage Concerns Days after the US pulled all its Rockwell B-1 Lancer supersonic bombers from Britain's RAF Fairford air base over mounting security concerns following a suspected terrorist plot against the base late last month, another incident has occurred, this time at a critical US and NATO intelligence hub. Bloomberg reports that British police arrested two Latvian nationals on suspicion of trespassing and national security offenses at RAF Molesworth, located in Cambridgeshire, in eastern England. More color from the outlet:  Officers found...

Among the towns and villages impacted by Israel’s incursions into southwest Syria, few have had more problems than Jabata al-Khashab. The village, in northern Quneitra Governorate, is within the UNDOF demilitarized zone and subsequently is de facto occupied by the Israeli military, who seized much of the UNDOF zone starting at the end of 2024. […]

Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum A sense of urgency is building across Wall Street as notable desks push clients toward the critical materials theme we already laid out for readers, as the Trump administration accelerates efforts to rebuild conflict-free supply chains and reduce dependence on China. Resource nationalism and the looming rearmament supercycle are turning secure access to critical materials into both a national security priority and a multiyear investment theme. For miners already producing conflict-free critical materials outside...