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Strait of Hormuz

Europe will miss contracted Saudi oil deliveries, says Bloomberg's statecraft lead
4 takeaways: The pipeline attack that closed a Hormuz bypass, why Europe's shortfall pulls on US crude, diesel at a record high, and what the Greenland…
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US Energy Secretary: the Saudi pipeline outage will be measured in days
4 takeaways: Where the barrels go while it is down, why refining is now the tighter constraint than crude, and his answer to Gavin Newsom's post about…
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Ex-BofA rates chief: 5.25% on the 10-year is where the AI trade breaks, not 6%
18 calls: Why he thinks Trump has to ban Chinese AI models before Anthropic's IPO, the $1.3T secondary bid against a $2T ask, and the oil trade he set…
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Former Secretary of State: the goal in Iran is normal shipping, not the nuclear program
14 arguments: Why he says there is no military way out of the war, what he wants on the table when Trump meets Xi, and the deal he thinks could be done…
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Chris Wright: over 12M barrels moved through Hormuz last night, transponders off
7 numbers: the daily ship-by-ship report he says beats the commercial trackers, why he blames refining rather than crude for $6 diesel, and when the SPR…
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Karr Ingham: renewable energy isn't so renewable — $89B to scrap dead wind turbines
7 arguments: Why he says the US shale boom's heavy lifting is already done, why he's anti-tariff even against Canada, and the $89B bill nobody's paying…
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Vali Nasr: America ran out of ammunition fighting Iran, a secondary military power
10 arguments: why he says Iran is the only regional winner, how Gulf states are replacing US protection with Pakistan, Turkey and India, and what…
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Chris Wright: Venezuela's oil output will double in about two years
7 takeaways: Why he says Gulf oil flow is the highest since the Iran war began, why Canada's energy ties are safe from the tariff fight, and his bet on…
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Jim Cramer: the Strategic Petroleum Reserve is down 31% since the war started
7 calls: Why a 14% drop in a convenience-store chain is the first real sign gasoline is reaching the economy, the 3 reasons he is not turning bearish…
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Scott Bessent: the US goes to 80% of global computing power by 2028, from 60% now
11 takeaways: The 35% of advanced chipmaking he wants onshore, why he says the Strait of Hormuz stops mattering in 2 yrs, and the profits number the…
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Jack Keane: he expects a strike far bigger than Kharg Island, across Iran's energy
7 takeaways: Why the Strait of Hormuz stopped working as Iranian leverage, what Admiral Cooper found when he surveyed Gulf oil defenses, and the bet…
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Scott Bessent: the blockade will bring Iran to the table, and he is not trying to move bond yields | Squawk on the Street
The Treasury secretary on why he says the US bond market is the world's best performer, what he told Stanley Druckenmiller, the signal behind the yen…
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