The Strait of Hormuz is IRGC’s last card and it was the most powerful one. They are officially cornered. open.substack.com/pub/zinebribou…

🇮🇱ISRAEL'S PRIME MINISTER NETANYAHU: AT TRUMP'S REQUEST, WE WILL GIVE AN OPPORTUNITY FOR AN INTEGRATED POLITICAL AND MILITARY SOLUTION WITH LEBANON NETANYAHU: WE, TOGETHER WITH OUR FRIEND TRUMP, CHANGED THE FACE OF THE MIDDLE EAST AND ACHIEVED TREMENDOUS ACCOMPLISHMENTS

Trump simply wants to get the uranium out of Iran by any means necessary, before they do something stupid with it. It's like dealing with a suicide bomber who has his finger on the detonator, first, you take the bomb away from him. Right now, he's promising them that if they

Don’t.Listen.To.This.Doomporn

Don’t.listen.to.this.doomporn

The past few weeks really revealed those who do not have actual trades on but only write research

It turns out that oil financial and physical markets do converge -- just not in the way that many were expecting. Dated Brent is now below $100 a barrel (from $145 last week), and physical differentials in the key pricing window have plunged >$10 from a few days ago.

How snarky of you, Glenn. Yes, the strait that was open prior to the conflict is open again, except now: - 250 of the Iranian regimes top leaders are dead - their new ayatollah is gayer than you - 90% of their ballistic missile launchers and stockpile are destroyed - its navy

Ukrainians hacked yesterday's secret meeting of the Russian Ministry of Industry and Trade on drone production in which Russians cited problems in obtaining even basic components, all now being reliant on China. Russians laugh that they now have to even import copper wire and

Not a single EU country on the list. Well done. 👀

This statement is unambiguous. Who are you going to bet on here? Trump or Ghalibaf, the IRGC officer who is the Speaker of the Iranian Parliament? I bet on the President of the United States.

So far military posture of U.S. is intensifying not diminishing, Qatar, Saudi, UAE, are also behind this operation supporting Trump’s decision as they found how Iran’s missiles were directly pointed out at them. IRGC is at its lowest point, made too many enemies and too fast. If

Exactly. And this is why this US blockade is genius because it means it won't be just the Iranians that will benefit when it's partially open. The pressure cooker is on for everyone equally, especially Iran.

Iran targeted the UAE with 2,800+ missiles and drones, 90% of which were aimed at civilian infrastructure. UAE Minister HE Reem Al Hashimy joined This Week to discuss what that means for the region and the world.

Iran lost the war when it revealed all its weaknesses at once: The regime depends completely on the Strait of Hormuz being open, it has no public support so they need to ban internet, and they have hurt China, their largest customer. Iran's economy is demolished with no

IEA: It will take years to reach pre-war oil production IEA: We will see a ~3 mbpd surplus by year-end

So let’s analyse this. It’s absolutely clear now Trump doesn’t want escalation. But it’s also pretty clear Iran doesn’t want also. So two choices. We stay in a blockade war. Both lose. Or there’s a quiet deal to ease the blockade and they talk. My money is very much on latter.

Remember when oil was bouncing along 20 year lows based on a mythical 4mmb/d glut narrative that never seemed to materialize? Odd that we now have a very real 13mmbb/d shut in for a month with no resolution in sight. Record low global inventories on a days of stock basis all

Congratulations, the big historical moment has arrived. Breaking news: the UAE now withdraws from OPEC and OPEC+ effective May 1, 2026. The Islamic regime is benefiting from OPEC and OPEC+, and no one should share a table with this terrorist regime.