"That Is Going To Build Into A Massive Problem": Sunday Night Thoughts From Goldman's Commodity Desk

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"I am concerned about the scale of the Open Interest (OI) in the options market…. If we look at the move in the vols that have happened over this week, they have been enormous… I do not think that option position has cleared…." - Goldman on Nat Gas


Iran Picks Khamenei's Son As Next Supreme Leader

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Mojtaba Khamenei is the third person to lead the Islamic Republic and the first example of hereditary succession since the overthrow of the Pahlavi monarchy in the 1979 revolution.


Why Nuclear Energy Is More Vital Than Ever

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Hormuz became a nightmare while nuclear power plants around the world continue to hum along largely unaffected...


Monday Mayhem Setup: MoMo Crash, CTA Sell Signals And Retail Still “Buying The Dip”

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Momentum just suffered its worst week since 2022 while systematic funds threaten tens of billions in selling, but the retail army refuses to retreat.

Rep. Darrell Issa Ends Reelection Bid After California Redistricting

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His decision comes four months after his congressional district was redrawn to favor Democrats.


India To US: We Don't Need Permission To Buy Russian Oil

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Surprisingly feisty statement from New Delhi...


Hungary Detains Ukrainians Transporting 10s Of Millions In Cash & Gold

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Ukraine, however, has strongly rejected the allegations...


Kurds Do Not 'Trust' US To Use Them As Proxy Force Against Iran

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Iraqi Kurdish officials say they are "staying neutral" because "there is no clarity"...


Oil surges as key producers cut output; G7 to discuss release of emergency reserves - Newsquawk EU Market Open

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APAC stocks sold off heavily with global markets rattled after the Iran war entered a second week with no signs of abating; US equity futures extended on their post-NFP declines.

Martyrdom, Maps, & Munitions: Jim Rickards' Most Surprising Iran Takes

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...challenging topography, propaganda victories, and the re-provision problem.


Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap

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⁠Lee said in the ​government would "swifly implement ​and ⁠boldly impement" a maximum price ⁠system ​on ​petroleum products.


When Reagan (Wisely) Cut & Run From The Middle East After Marine Barracks Bombing

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The full story that Pete Hegseth won't tell you...

 


Insurance Companies Crushed As Private Credit Contagion Spills Over

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"The market narrative centers on life insurers as a conduit for private credit risk and on the growing web of ownership and distribution ties between insurers and alternative asset managers."


US Aims To Exhume And Identify 88 USS Arizona Crew Members Buried As Unknowns After Pearl Harbor

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The planned exhumations will apply only to individuals buried as unidentified at the Honolulu cemetery...


'Small Price To Pay': Trump Says Surging Oil Prices Will 'Drop Rapidly' Once Iran Nuke Threat Over

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...with $5 gas imminent, he better be right!


Conscientious Objector Group: Phone 'Ringing Off Hook' As Huge Mobilization Underway

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"A LOT more units have just been activated for deployment than the public knows about"


Hartnett: US Politics Dictate March De-escalation To Iran War

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"Trump approval on economy (40%) & inflation (36%) back at lows (Chart 2), must reverse 45% jump in US oil prices, 15% jump in gasoline prices"- Hartnett


The Oil Island That Could Break Iran

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President Donald Trump’s allies are urging him to take control of a small spit in the Persian Gulf that controls nearly all of Iran’s oil exports...


'Dems Want Net-Zero... This Is It': Secretary Wright Urges Indian Point Nuclear Plant Restart

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NY Gov Hochul: “Let me say this plainly: No.


Operation Epic Fury - Déjà Vu

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"The President will declare victory, rinse and repeat..."