Articles

As Trump's 48-hour Iran ultimatum nears its deadline, reports indicate the administration is already planning negotiations, with Bessent framing the strategy as 'escalate first, then de-escalate.'

United Airlines CEO warned employees the airline is planning for $175/barrel oil through 2026 due to the Iran conflict, cutting capacity and costs as the aviation sector becomes a canary for broader e

Iran-Israel strikes on oil facilities push global energy markets toward worst-case scenario, with analysts warning of the largest supply disruption since the 1973 oil embargo.

Three weeks into the Iran-Israel conflict, oil prices have surged 35% and the futures-spot spread has reached historic extremes. The US is running out of tools to stabilize markets, with the Hormuz St

A satirical Minesweeper game set on the Strait of Hormuz map has gone viral on HN, using casual gaming mechanics to comment on the escalating US-Iran military tensions over the critical oil chokepoint

Three weeks into the Iran-Israel war, US oil stabilization tools are nearly depleted, with SPR at 40-year lows and Brent contango at 2008-crisis levels.

Iran's parliament is drafting legislation to charge a 'safe passage fee' on all vessels transiting the Strait of Hormuz, which handles roughly 20% of global oil and LNG exports. The move monetizes Ira

Iran's parliament is drafting legislation to charge 'safety passage fees' on all vessels transiting the Strait of Hormuz — a move to monetize control over a waterway handling 20% of global oil and LNG

Netanyahu agreed to Trump's request to halt strikes on Iranian energy facilities. Brent crude reversed from $119 to below $104 on the news. Qatar confirmed Iranian missile strikes destroyed 17% of its

U.S. Treasury Secretary Bessent announced the U.S. has allowed Iranian oil to continue flowing through the Strait of Hormuz and may lift sanctions on 130 million barrels of Iranian crude currently at

With energy infrastructure now directly in the crosshairs, Wall Street is rapidly shifting its timeline for the Iran conflict. TS Lombard extends its base case from 4-5 weeks to 5 months, comparing it

Iran retaliated against strikes on its South Pars gas field by launching coordinated missile attacks on U.S.-linked energy infrastructure across Saudi Arabia, UAE, and Qatar. Qatar's Ras Laffan indust

A triple shock hit global markets on March 18: Iran launched massive missile attacks on U.S.-linked energy facilities across the Gulf, U.S. PPI data surged past expectations, and the Fed maintained a