Iran Formulated Plan To Attack California With Drones In Case Of War: FBI

teaser image
teaser image

Iran allegedly aspired to conduct a surprise attack using unmanned aerial vehicles from an unidentified vessel off the coast...


IEA Agrees To Release Record 400 Million Barrels From Emergency Stockpiles: Here's Why This Will Have Little Impact

teaser image
teaser image

"Each member will release oil at a time frame appropriate for each member state" which is a slippery way of saying the release won't come nearly as fast as it is required. 


President Of Iran Demands "Reparations" As Trump Says War To End 'Soon' As 'Practically Nothing Left' To Target

teaser image
teaser image

"The most fighters, the most bombers, the most strikes. Intelligence more refined and better than ever." 


Silver’s Bubble Is Still Deflating

teaser image
teaser image
Silver is losing momentum. And CTA downside convexity could accelerate a larger selloff.

'Scientists' Dump 65,000 Liters Of Chemicals Into Ocean In Geoengineering Experiment

teaser image
teaser image

Critics slam risky Ocean Alkalinity Enhancement trial as potential ecological disaster...


"No One Really Knows Anything": Top Goldman Trader Warns Stocks Held Captive By Energy, Face "Violent Up/Down Gaps"

teaser image
teaser image

We are currently in "an exceedingly fluid trading environment..."


Air Taxis Set For Summer Trials In 26 States Under Trump Admin's Pilot Program

teaser image
teaser image

The pilot program aims to accelerate aviation innovation by developing next-generation unmanned aircraft systems.


China Warns State Firms Against OpenClaw AI As Agent Craze Sweeps Tech Sector

teaser image
teaser image

A 'lethal trifecta'


Trump Expands Ban On Foreigners Receiving Small Business Loans

teaser image
teaser image

Agency says limited financing resources must prioritize citizens building businesses at home...


UBS Lays Out Three Energy Market Scenarios As Fog Of War Thickens

teaser image
teaser image

...extended disruptions could see Brent prices average $110/bbl in March and might climb towards $150+ by 2Q26.


It's Now A Dual Attrition Race

teaser image
teaser image

When the market assumes Hormuz is reopened, is this with the US having won or lost? A vast stack of asset pricing away from oil depends on which one of the two scenarios we are talking about...


Goldman Saw "Record Physical Buying" In WTI As War Started

teaser image
teaser image

Notably, the extent of speculative participation remains questionable...


True Value: Looking Through The Value Rotation Illusion

teaser image
teaser image

...investors are chasing a narrative. In many cases, investors are selling value while believing they are buying it.


JPMorgan Limits Lending To Private Credit Groups After Marking Down Loan Collateral

teaser image
teaser image

The bank informed private credit lenders that it had marked down the value of certain loans in their portfolios, which serve as the collateral the funds use.

 


VLCC rates above COVID highs. Jet fuels hit record highs

teaser image
teaser image
And Iranian drone hit ratio yesterday spiked 500%.

Ex-Goldman Commodity King Warns 'No Policy Response Can Meaningfully Reverse Oil Prices'

teaser image
teaser image

"There is NO policy response that will stop this ascent in crude in the near term..."


Supreme Court Justices Kavanaugh, Jackson Publicly Disagree Over Emergency Docket

teaser image
teaser image

Justice Brett Kavanaugh defended the court’s handling of cases, while Justice Ketanji Brown Jackson said the court has ‘warped’ the process...


WTI Extends Gains, Shrugs Off SPR Release Amid Crude Build, Dip In US Production

teaser image
teaser image

US Crude production dipped modestly last week as the rig count stabilized...


Most Ships Transit Strait Of Hormuz Since War Started Led By Iranian, China-Linked Tankers

teaser image
teaser image

As much as 13.7 million barrels of Iranian crude has been shipped through the strait since the war began on Feb. 28, according to Tankertrackers.com


'Bigger Issues Brewing': Goldman One-Delta Desk-Head Warns 'Mood Still Feels Cautious'

teaser image
teaser image

"...net, I am not particularly constructive up here..."