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🚨 WARNING: SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS... Trump just imposed 20% fees for passage through the Strait of Hormuz. And the US Navy is the toll collector. This has never happened before in modern history. The world's most critical energy chokepoint now has 20% fee on... every cargo ship That wants safe passage through it. Let that number land. 20% on every shipment, every tanker, every container, every barrel of oil moving through a strait. JUST IMAGINE. 20 PERCENT. This means that all oil goods will raise at least 20% in price. This is not a military operation. This is a tax on the entire global economy collected at gunpoint in international waters. Think about what 20% does to supply chains that were already under pressure. Oil price goes up before a single additional barrel is disrupted because the cost of moving it just jumped 20% overnight. Every commodity that ships through the strait reprices immediately. Every manufacturer, every refiner, every importer that depends on Gulf supply. Now has a new line item on their cost structure that didn't exist yesterday. And it doesn't stop at energy. Global shipping routes reprice around a blockaded strait. Insurance rates spike again, alternative routes that add weeks to delivery times get activated. Supply chains that took years to optimize get restructured in days out of necessity. Inflation doesn't drift higher from here. It jumps. And a Fed that was already hiking into a slowing economy now hikes into a supply shock that monetary policy has absolutely no tool to address. You cannot cut your way out of a 20% shipping tax., you cannot print your way through a blockaded strait. The equity market has spent three weeks pricing this conflict as temporary. As something with a diplomatic resolution on the other side. As a risk to be managed rather than a structural change to absorb. Today that assumption ends. A naval blockade with a fee structure attached is not a pressure tactic. It's infrastructure. It's a new permanent cost embedded into the global economy that doesn't disappear when talks resume. Stocks haven't priced this. Bonds haven't priced this. Crypto hasn't priced this. They're about to. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Many will regret not following me earlier...show more

ᴛʀᴀᴄᴇʀ

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🚨 US-IRAN PEACE DEAL IS ABOUT TO COLLAPSE... And the markets don't fully understand what that means yet. Iran just closed the Strait of Hormuz again. Not a warning, Not a threat, Closed. In direct response to Israeli strikes on Lebanon. The same strikes that happened while peace negotiations were still technically on the table. The same table that just got flipped. Insiders are already saying it out loud: the peace deal is collapsing. Everything the market priced in over the last two weeks the ceasefire premium. The Hormuz reopening rally, the oil selloff, the risk-on rotation gets unwound. All these events happened at the same time. Here's what closes through the Strait of Hormuz: 20% of global oil supply every day gone. JUST IMAGINE. 20 PERCENT. The oil drop that happened on peace deal optimism was one of the fastest moves in months. The reversal of that move will be just as fast. Except in the other direction. But oil is just the beginning. Risk assets were already fragile before this. The S&P 500 concentrated in eight names. Bitcoin sitting at a level where bull traps end. Leverage everywhere, retail fully positioned for the soft landing scenario. There is no soft landing scenario anymore. Geopolitical risk just came back harder than it left. And markets that priced out that risk over the last two weeks now have to price it back in overnight. With no orderly exit. Energy spikes, safe havens get bought, High-beta tech gets sold first. Crypto follows within hours. The crowd that celebrated the peace deal last week is the same crowd that's now holding the bag. This is not a dip, this is a regime change. Everything changes from here. This sounds SCARY, but I will keep you updated on everything here When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon Many will regret not following me earlier...

🚨 US-IRAN PEACE DEAL IS ABOUT TO COLLAPSE... And the markets don't fully understand what that means yet. Iran just closed the Strait of Hormuz again. Not a warning, Not a threat, Closed. In direct response to Israeli strikes on Lebanon. The same strikes that happened while peace negotiations were still technically on the table. The same table that just got flipped. Insiders are already saying it out loud: the peace deal is collapsing. Everything the market priced in over the last two weeks the ceasefire premium. The Hormuz reopening rally, the oil selloff, the risk-on rotation gets unwound. All these events happened at the same time. Here's what closes through the Strait of Hormuz: 20% of global oil supply every day gone. JUST IMAGINE. 20 PERCENT. The oil drop that happened on peace deal optimism was one of the fastest moves in months. The reversal of that move will be just as fast. Except in the other direction. But oil is just the beginning. Risk assets were already fragile before this. The S&P 500 concentrated in eight names. Bitcoin sitting at a level where bull traps end. Leverage everywhere, retail fully positioned for the soft landing scenario. There is no soft landing scenario anymore. Geopolitical risk just came back harder than it left. And markets that priced out that risk over the last two weeks now have to price it back in overnight. With no orderly exit. Energy spikes, safe havens get bought, High-beta tech gets sold first. Crypto follows within hours. The crowd that celebrated the peace deal last week is the same crowd that's now holding the bag. This is not a dip, this is a regime change. Everything changes from here. This sounds SCARY, but I will keep you updated on everything here When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

153,736 views • 29 days ago

The Strait of Hormuz is now officially shut. Iran has even warned it may fire on any ships attempting to cross it. But here's why the Strait of Hormuz matters: The Strait of Hormuz is a narrow 21 mile wide passage connecting the Persian Gulf to the open ocean. Roughly 20% of the world’s oil supply moves through that chokepoint every single day. This is a chokepoint the entire global economy depends on. This appears to be Iran’s strategy: 1. Shut the Strait of Hormuz. 2. Constrict global oil supply. 3. Drive oil prices higher (Brent crude is already at its highest level in two years). 4. Increase inflationary pressure and economic stress globally. 5. Force major economies to pressure the US to de-escalate in exchange for reopening the Strait. It’s economic leverage through geography. Even without matching military scale, controlling a vital trade channel gives Iran the ability to impact global economies. The longer it’s closed, the bigger the problem.

The Strait of Hormuz is now officially shut. Iran has even warned it may fire on any ships attempting to cross it. But here's why the Strait of Hormuz matters: The Strait of Hormuz is a narrow 21 mile wide passage connecting the Persian Gulf to the open ocean. Roughly 20% of the world’s oil supply moves through that chokepoint every single day. This is a chokepoint the entire global economy depends on. This appears to be Iran’s strategy: 1. Shut the Strait of Hormuz. 2. Constrict global oil supply. 3. Drive oil prices higher (Brent crude is already at its highest level in two years). 4. Increase inflationary pressure and economic stress globally. 5. Force major economies to pressure the US to de-escalate in exchange for reopening the Strait. It’s economic leverage through geography. Even without matching military scale, controlling a vital trade channel gives Iran the ability to impact global economies. The longer it’s closed, the bigger the problem.

Milk Road Macro

194,809 views • 4 months ago

The US is about to charge $30 million per tanker to cross the Strait of Hormuz. Trump just declared the US the "Guardian of the Hormuz Strait" and said it will take a 20% cut on all cargo passing through. Here is what that actually means. A fully loaded supertanker carries about 2 million barrels of oil. At $75 a barrel, that cargo is worth roughly $150 million. A 20% fee on that is $30 million. Per ship. Per crossing. Now compare that to what Iran was charging. Iran's toll has been running at $1.5 million to $2 million per vessel. On a $150 million cargo, that is about 1.3%. Trump called that toll unacceptable. His replacement is roughly 15 times more expensive. The scale of this is what nobody is talking about. Before the war, 20.3 million barrels of oil crossed Hormuz every single day. At $75 oil, that is $1.52 billion of crude moving through the strait daily. A 20% cut on that comes to roughly $304 million a day. That is about $111 billion a year. For comparison, Iran's entire toll system was projected to earn $1 billion to $2 billion a year at best. The US plan would collect more than 50 times that. There is no precedent for this anywhere in global trade. The Suez Canal charges roughly $300,000 to $700,000 per vessel. The Panama Canal is similar. Both are man-made canals that countries built and maintain. Hormuz is a natural waterway. Under international law, ships have a right of transit passage through it. That is the exact legal argument the US used against Iran's toll. And the cost does not land on the US. It lands on Saudi Arabia, the UAE, Qatar, Kuwait, and Iraq, who ship the oil. And on China, India, Japan, and South Korea, who buy it. A $30 million fee per tanker works out to $15 per barrel. That gets passed straight into the price of crude. Oil is already up over 4% today. The strait that was supposed to reopen and lower prices is now being turned into the most expensive stretch of water on earth.

The US is about to charge $30 million per tanker to cross the Strait of Hormuz. Trump just declared the US the "Guardian of the Hormuz Strait" and said it will take a 20% cut on all cargo passing through. Here is what that actually means. A fully loaded supertanker carries about 2 million barrels of oil. At $75 a barrel, that cargo is worth roughly $150 million. A 20% fee on that is $30 million. Per ship. Per crossing. Now compare that to what Iran was charging. Iran's toll has been running at $1.5 million to $2 million per vessel. On a $150 million cargo, that is about 1.3%. Trump called that toll unacceptable. His replacement is roughly 15 times more expensive. The scale of this is what nobody is talking about. Before the war, 20.3 million barrels of oil crossed Hormuz every single day. At $75 oil, that is $1.52 billion of crude moving through the strait daily. A 20% cut on that comes to roughly $304 million a day. That is about $111 billion a year. For comparison, Iran's entire toll system was projected to earn $1 billion to $2 billion a year at best. The US plan would collect more than 50 times that. There is no precedent for this anywhere in global trade. The Suez Canal charges roughly $300,000 to $700,000 per vessel. The Panama Canal is similar. Both are man-made canals that countries built and maintain. Hormuz is a natural waterway. Under international law, ships have a right of transit passage through it. That is the exact legal argument the US used against Iran's toll. And the cost does not land on the US. It lands on Saudi Arabia, the UAE, Qatar, Kuwait, and Iraq, who ship the oil. And on China, India, Japan, and South Korea, who buy it. A $30 million fee per tanker works out to $15 per barrel. That gets passed straight into the price of crude. Oil is already up over 4% today. The strait that was supposed to reopen and lower prices is now being turned into the most expensive stretch of water on earth.

The Macro Paper

62,329 views • 5 days ago

Energy, especially oil, is the backbone of every economy. As I said, a stable oil price, $55 to $70, keeps the global economy running smoothly. But it’s about more than price, it’s about keeping the two-mile stretch of the Strait of Hormuz patrolled. Look at the Suez Canal and how it stays open, because it’s too important for every party that uses it. The same goes for the Strait of Hormuz. That two-mile stretch is vital, and it’s absolutely worth every dollar we invest to keep it open. Let’s build a coalition of all the oil producers in that region to keep that lifeline secure, because our future depends on it.

Energy, especially oil, is the backbone of every economy. As I said, a stable oil price, $55 to $70, keeps the global economy running smoothly. But it’s about more than price, it’s about keeping the two-mile stretch of the Strait of Hormuz patrolled. Look at the Suez Canal and how it stays open, because it’s too important for every party that uses it. The same goes for the Strait of Hormuz. That two-mile stretch is vital, and it’s absolutely worth every dollar we invest to keep it open. Let’s build a coalition of all the oil producers in that region to keep that lifeline secure, because our future depends on it.

Kevin O'Leary aka Mr. Wonderful

22,295 views • 4 months ago

When GPS lies, ships stop moving. GNSS spoofing, the deliberate manipulation of satellite navigation signals, has been confirmed in the Gulf. Ships can’t trust where they are, so many are choosing not to go at all. The result: a sharp drop in vessel traffic through the Strait of Hormuz, a chokepoint that carries ~20% of global oil flows. This isn’t just a navigation problem. When ships hesitate in a corridor this critical, supply chains feel it and so do energy prices. Kpler data doesn’t just show you the headlines. It shows you what’s happening before the headlines catch up.

When GPS lies, ships stop moving. GNSS spoofing, the deliberate manipulation of satellite navigation signals, has been confirmed in the Gulf. Ships can’t trust where they are, so many are choosing not to go at all. The result: a sharp drop in vessel traffic through the Strait of Hormuz, a chokepoint that carries ~20% of global oil flows. This isn’t just a navigation problem. When ships hesitate in a corridor this critical, supply chains feel it and so do energy prices. Kpler data doesn’t just show you the headlines. It shows you what’s happening before the headlines catch up.

Kpler

182,900 views • 4 months ago

🇮🇷 Iran didn't mean to become the world's greatest advocate for nuclear energy. But here we are. Iran is mining the Strait of Hormuz, choking off 20% of the world's daily oil supply. And it's not just fuel. Oil is plastics, fertilizer, aviation. The entire global supply chain runs on it. Nuclear emits 12 grams of CO2 per kilowatt hour. It doesn't need shipping lanes and can't be blockaded overnight. Germany scrapped its reactors anyway. France kept its and is building more. The 21st century will be won by countries that aren't grinding to a halt every time a regime decides to hold their energy supply hostage. Source: Al Jazeera

🇮🇷 Iran didn't mean to become the world's greatest advocate for nuclear energy. But here we are. Iran is mining the Strait of Hormuz, choking off 20% of the world's daily oil supply. And it's not just fuel. Oil is plastics, fertilizer, aviation. The entire global supply chain runs on it. Nuclear emits 12 grams of CO2 per kilowatt hour. It doesn't need shipping lanes and can't be blockaded overnight. Germany scrapped its reactors anyway. France kept its and is building more. The 21st century will be won by countries that aren't grinding to a halt every time a regime decides to hold their energy supply hostage. Source: Al Jazeera

Mario Nawfal

126,029 views • 4 months ago

🇮🇷 Iran has turned the Strait of Hormuz into a toll booth. Ships wanting passage now face a detour along Iran's coastline, an inspection by the Revolutionary Guard, and a fee of up to $2M per vessel for "safe passage." Do the math: roughly one-fifth of the world's oil flows through this strait. At $2M per ship, Iran could pocket up to $60B a year. That's nearly 20% of their entire GDP, from a chokepoint they don't legally own. Iran can't charge tolls on a global waterway. But when you're already at war and sanctions are maxed out, who's going to stop you? Here's what this means for regular people: oil supply disruptions don't stay in the Gulf. They show up at your gas station, in your grocery bill, and in every industry that runs on fuel, which is basically all of them. That's how Iran is monetising this war. Source: CBC News

🇮🇷 Iran has turned the Strait of Hormuz into a toll booth. Ships wanting passage now face a detour along Iran's coastline, an inspection by the Revolutionary Guard, and a fee of up to $2M per vessel for "safe passage." Do the math: roughly one-fifth of the world's oil flows through this strait. At $2M per ship, Iran could pocket up to $60B a year. That's nearly 20% of their entire GDP, from a chokepoint they don't legally own. Iran can't charge tolls on a global waterway. But when you're already at war and sanctions are maxed out, who's going to stop you? Here's what this means for regular people: oil supply disruptions don't stay in the Gulf. They show up at your gas station, in your grocery bill, and in every industry that runs on fuel, which is basically all of them. That's how Iran is monetising this war. Source: CBC News

Mario Nawfal

82,605 views • 3 months ago

🚨🇺🇸🇮🇷 TRUMP'S OIL SUPPLY SELF-SABOTAGE Threatening to close the Strait of Hormuz is shooting the American economy in the foot, warns Dimitri Lascaris. Cutting global supply when energy prices are already at historic highs doesn't pressure Iran, so much as it punishes the world. And Iran has options, land routes through Pakistan, Russia and China that a Hormuz blockade cannot touch. When a country is fighting for its survival, economic threats do not break its will, they harden it. And the collateral damage lands on global markets, not on Tehran. Dimitri Lascaris

🚨🇺🇸🇮🇷 TRUMP'S OIL SUPPLY SELF-SABOTAGE Threatening to close the Strait of Hormuz is shooting the American economy in the foot, warns Dimitri Lascaris. Cutting global supply when energy prices are already at historic highs doesn't pressure Iran, so much as it punishes the world. And Iran has options, land routes through Pakistan, Russia and China that a Hormuz blockade cannot touch. When a country is fighting for its survival, economic threats do not break its will, they harden it. And the collateral damage lands on global markets, not on Tehran. Dimitri Lascaris

Mario Nawfal

89,842 views • 3 months ago

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Trump just said 1,000 missiles are locked and loaded and aimed at the Islamic Republic of Iran. Read that again. 1,000 missiles. Trump said they will be launched if Iran acts on its threats to assassinate the President of the United States. The orders have already been given. This is NOT normal diplomatic language. This is a direct military warning. And markets will feel it on Monday. At the same time, the US has given Iran around 24 hours to make a public commitment: → Stop attacking commercial ships → Keep the Strait of Hormuz open → Allow ships to pass without tolls → Guarantee safe international navigation A senior US official warned: “If it is not their position tomorrow, it is not gonna be a great day for them.” The deadline expires this weekend. Now connect the dots. → Commercial tankers were attacked → The US launched two rounds of strikes → Iran attacked US and Gulf targets → Trump declared the ceasefire OVER → The US issued a 24-hour ultimatum This is NOT de-escalation. This is an escalation ladder. And both sides are climbing it. Iran says control of the Strait belongs to Tehran. The US demands that it remains open to the entire world. Neither side is backing down. Now the worst part. Markets are closed. That means every weekend development will be priced at once when futures open. Oil will NOT simply pump. Oil could gap much higher. Around 20% of the world’s oil supply normally moves through the Strait of Hormuz. And the Strait is once again becoming an active military zone. Higher oil means: → Inflation comes back → Fed cuts get priced out → Bond yields pump → Liquidity gets tighter → Stocks dump → Global markets reprice Iran now has two choices: → Publicly accept the US demands → Risk a much larger round of American strikes Trump says the missiles are locked and loaded. The US says military options are ready. And the deadline expires before markets fully reopen. Markets are NOT pricing the next move now. But they will on Monday. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines. Many will regret not doing it before Monday.

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Trump just said 1,000 missiles are locked and loaded and aimed at the Islamic Republic of Iran. Read that again. 1,000 missiles. Trump said they will be launched if Iran acts on its threats to assassinate the President of the United States. The orders have already been given. This is NOT normal diplomatic language. This is a direct military warning. And markets will feel it on Monday. At the same time, the US has given Iran around 24 hours to make a public commitment: → Stop attacking commercial ships → Keep the Strait of Hormuz open → Allow ships to pass without tolls → Guarantee safe international navigation A senior US official warned: “If it is not their position tomorrow, it is not gonna be a great day for them.” The deadline expires this weekend. Now connect the dots. → Commercial tankers were attacked → The US launched two rounds of strikes → Iran attacked US and Gulf targets → Trump declared the ceasefire OVER → The US issued a 24-hour ultimatum This is NOT de-escalation. This is an escalation ladder. And both sides are climbing it. Iran says control of the Strait belongs to Tehran. The US demands that it remains open to the entire world. Neither side is backing down. Now the worst part. Markets are closed. That means every weekend development will be priced at once when futures open. Oil will NOT simply pump. Oil could gap much higher. Around 20% of the world’s oil supply normally moves through the Strait of Hormuz. And the Strait is once again becoming an active military zone. Higher oil means: → Inflation comes back → Fed cuts get priced out → Bond yields pump → Liquidity gets tighter → Stocks dump → Global markets reprice Iran now has two choices: → Publicly accept the US demands → Risk a much larger round of American strikes Trump says the missiles are locked and loaded. The US says military options are ready. And the deadline expires before markets fully reopen. Markets are NOT pricing the next move now. But they will on Monday. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines. Many will regret not doing it before Monday.

Wimar.X

204,467 views • 8 days ago

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Trump just announced a US-IRAN peace deal signing on Friday. > Stocks are pumping > Crypto is pumping > Gold is pumping Everyone is relieved, and that’s exactly the problem. Because history has seen this before. 1973. EXACT SAME SETUP. October 1973 - Yom Kippur War triggers an oil supply shock. Oil rallies 300%. Markets absorb it. Stocks hold up. Nobody panics. Then March 1974 - the embargo ends. Relief. Optimism. Sound familiar? What followed was a 50% collapse in the S&P 500 over the next 6 months. Not because of the war. Because the inflation that the energy shock created didn’t disappear when the deal was signed. The Fed was forced to tighten hard. And markets priced in the reality they had been ignoring for months. NOW LOOK AT TODAY. Stocks near all-time highs. Inflation already elevated. Infrastructure damage from this conflict won’t reverse overnight. Oil supply routes don’t normalize because a document gets signed. The supply shock already happened. The inflation is already embedded. The Fed cannot cut into this. Markets are celebrating the end of the crisis. But the crisis doesn’t end with a peace deal. It ends when inflation comes back down. And that takes months. Sometimes years. If 1973 repeats, the next 4-5 months will be an ABSOLUTE BLOODBATH for stocks and crypto. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Trump just announced a US-IRAN peace deal signing on Friday. > Stocks are pumping > Crypto is pumping > Gold is pumping Everyone is relieved, and that’s exactly the problem. Because history has seen this before. 1973. EXACT SAME SETUP. October 1973 - Yom Kippur War triggers an oil supply shock. Oil rallies 300%. Markets absorb it. Stocks hold up. Nobody panics. Then March 1974 - the embargo ends. Relief. Optimism. Sound familiar? What followed was a 50% collapse in the S&P 500 over the next 6 months. Not because of the war. Because the inflation that the energy shock created didn’t disappear when the deal was signed. The Fed was forced to tighten hard. And markets priced in the reality they had been ignoring for months. NOW LOOK AT TODAY. Stocks near all-time highs. Inflation already elevated. Infrastructure damage from this conflict won’t reverse overnight. Oil supply routes don’t normalize because a document gets signed. The supply shock already happened. The inflation is already embedded. The Fed cannot cut into this. Markets are celebrating the end of the crisis. But the crisis doesn’t end with a peace deal. It ends when inflation comes back down. And that takes months. Sometimes years. If 1973 repeats, the next 4-5 months will be an ABSOLUTE BLOODBATH for stocks and crypto. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

64,291 views • 1 month ago

🚨 JUST NOW — KEVIN O'LEARY ON THE STRAIT OF HORMUZ: "When we get out of this thing, I guarantee you there will be a new policy on keeping that two miles stretch open in perpetuity no matter what the cost is!" "For the US, costs so far about $11-12 billion. I know it sounds like a lot of money — it's a rounding error in the cost of this thing staying closed to all of our allies that buy our goods and services. You have to put it in context."

🚨 JUST NOW — KEVIN O'LEARY ON THE STRAIT OF HORMUZ: "When we get out of this thing, I guarantee you there will be a new policy on keeping that two miles stretch open in perpetuity no matter what the cost is!" "For the US, costs so far about $11-12 billion. I know it sounds like a lot of money — it's a rounding error in the cost of this thing staying closed to all of our allies that buy our goods and services. You have to put it in context."

Eric Daugherty

711,907 views • 4 months ago

🚨 PETROL RATIONING — AND STARMER STILL WON’T ACT The warning is now out in the open. If the Strait of Hormuz remains blocked, the UK is weeks away from a fuel crisis — and the government already has emergency plans ready: Petrol rationing Fuel prioritised for emergency services 50mph speed limits to cut consumption Let that sink in. Britain is preparing for shortages, restrictions, and disruption to daily life — not hypothetically, but operationally. And why? Because roughly 20% of the world’s oil supply flows through the Strait of Hormuz — and right now, that artery is under threat. Meanwhile, Donald Trump has made a direct request to allies: Help secure the shipping lanes. Send naval support. Keep global energy moving. And what did Keir Starmer say? He needed to “meet with his team”. Trump’s response was cutting: “You don’t need to meet with a team… you’re the Prime Minister.” This is the reality. While America moves to prevent a global energy crisis, Britain is preparing to ration fuel at home — because its leadership refuses to act decisively abroad. This isn’t caution. It’s paralysis dressed up as process. And the cost of that weakness? Could soon be felt at every petrol station, every supermarket, and every household in Britain.

🚨 PETROL RATIONING — AND STARMER STILL WON’T ACT The warning is now out in the open. If the Strait of Hormuz remains blocked, the UK is weeks away from a fuel crisis — and the government already has emergency plans ready: Petrol rationing Fuel prioritised for emergency services 50mph speed limits to cut consumption Let that sink in. Britain is preparing for shortages, restrictions, and disruption to daily life — not hypothetically, but operationally. And why? Because roughly 20% of the world’s oil supply flows through the Strait of Hormuz — and right now, that artery is under threat. Meanwhile, Donald Trump has made a direct request to allies: Help secure the shipping lanes. Send naval support. Keep global energy moving. And what did Keir Starmer say? He needed to “meet with his team”. Trump’s response was cutting: “You don’t need to meet with a team… you’re the Prime Minister.” This is the reality. While America moves to prevent a global energy crisis, Britain is preparing to ration fuel at home — because its leadership refuses to act decisively abroad. This isn’t caution. It’s paralysis dressed up as process. And the cost of that weakness? Could soon be felt at every petrol station, every supermarket, and every household in Britain.

Jim Ferguson

311,956 views • 4 months ago

Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.

Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.

Acyn

74,258 views • 1 month ago

"The problem with the Strait of #Hormuz is really not a military one. It is one of markets, shipping and insurance, and their confidence that passage through the Strait is safe. All Iran needs to do is fire a missile or drone from time to time to undermine this confidence. This confidence cannot be restored by the military but only through diplomacy. We have a number states coming forward now trying to open a backchannel with Iran to negotiate free passage through the Strait. We will see a gradual opening of the Strait for some countries who have agreements in place with the Iranians possibly brokered by Oman. My prediction would be that the US with a military-only President would be one of the last countries to get a free passage."

"The problem with the Strait of #Hormuz is really not a military one. It is one of markets, shipping and insurance, and their confidence that passage through the Strait is safe. All Iran needs to do is fire a missile or drone from time to time to undermine this confidence. This confidence cannot be restored by the military but only through diplomacy. We have a number states coming forward now trying to open a backchannel with Iran to negotiate free passage through the Strait. We will see a gradual opening of the Strait for some countries who have agreements in place with the Iranians possibly brokered by Oman. My prediction would be that the US with a military-only President would be one of the last countries to get a free passage."

Dr Andreas Krieg

30,224 views • 4 months ago

THE G7 IS ABOUT TO MAKE THE BIGGEST MISTAKE IN ENERGY MARKET HISTORY This morning, G7 finance ministers are holding an emergency call to discuss dumping 300-400 million barrels from strategic petroleum reserves onto the market. They think this will fix $108 oil. But it won't. Let me explain why: Let's do the math that nobody on CNBC will do for you. Global oil consumption runs approximately 103 million barrels per day. The Strait of Hormuz closure has removed somewhere between 4 and 6 million barrels per day from available supply. That's happening RIGHT NOW. Iraq has already cut 1.5 million barrels per day because it literally ran out of storage space. Kuwait is cutting production. Bahrain declared force majeure. So take 400 million barrels - the high end of what they're discussing - and divide it by the daily supply gap. You get roughly 67 to 100 days of coverage. Two to three months. That's it. That's the whole plan. And then what? You can't release reserves you've already released. The market figured this out in about 4 hours. Oil spiked over 20% overnight, the G7 leak hit the wires, and prices pulled back to... still up 12-15%. Traders looked at the arithmetic and said: "Thanks, but that doesn't solve anything." And they're right. Here's the part that should terrify you: The US Strategic Petroleum Reserve sits at roughly 411 million barrels. That sounds like a lot until you remember it held 727 million barrels at its peak. The previous administration drained 180 million barrels in 2022 to fight $90 oil. That release bought consumers about 18 cents per gallon of relief. THIS disruption is structurally larger, geographically more dangerous, and has no visible end date. In 2022, the threat was Russian supply being redirected. Tankers still moved. Alternatives existed. The Strait of Hormuz was wide open. Today, the world's most critical energy chokepoint is effectively closed. And that not by a naval blockade but by insurance companies refusing to cover ships transiting it. And the political situation just got worse, not better. The conditions for oil to return to pre-war levels require the Strait to reopen, Iraqi production to restore, and Gulf shipping insurance to normalize. NONE of those conditions are achievable through reserve releases. They require the conflict to end or dramatically de-escalate. Nothing happening right now suggests either outcome. For 45 years I've watched governments try to solve structural supply problems with temporary demand-side gimmicks. It never works. It didn't work in the 1970s when Nixon tried price controls. It didn't work in 2022 when Biden drained the SPR. And it won't work now. Strategic reserves exist for genuine emergencies. This IS a genuine emergency. But using 25-30% of the world's total strategic stockpile (roughly a third of the entire 1.2 billion barrel IEA reserve) when the underlying crisis has no resolution in sight isn't strategy... It's PANIC. The smart money isn't waiting for G7 announcements. They're looking at what happens in 90 days when the reserves are depleted, the Strait is still closed, and the new Supreme Leader is still in power: Energy stocks. Gold. Silver. Real assets that don't depend on politicians solving a military conflict with a spreadsheet. The G7 can release every barrel they have. It doesn't reopen the Strait of Hormuz. It doesn't bring stability to Iran. It doesn't fix a 4-6 million barrel per day supply gap that grows wider every week. Arithmetic doesn't care about press conferences. And neither should you.

THE G7 IS ABOUT TO MAKE THE BIGGEST MISTAKE IN ENERGY MARKET HISTORY This morning, G7 finance ministers are holding an emergency call to discuss dumping 300-400 million barrels from strategic petroleum reserves onto the market. They think this will fix $108 oil. But it won't. Let me explain why: Let's do the math that nobody on CNBC will do for you. Global oil consumption runs approximately 103 million barrels per day. The Strait of Hormuz closure has removed somewhere between 4 and 6 million barrels per day from available supply. That's happening RIGHT NOW. Iraq has already cut 1.5 million barrels per day because it literally ran out of storage space. Kuwait is cutting production. Bahrain declared force majeure. So take 400 million barrels - the high end of what they're discussing - and divide it by the daily supply gap. You get roughly 67 to 100 days of coverage. Two to three months. That's it. That's the whole plan. And then what? You can't release reserves you've already released. The market figured this out in about 4 hours. Oil spiked over 20% overnight, the G7 leak hit the wires, and prices pulled back to... still up 12-15%. Traders looked at the arithmetic and said: "Thanks, but that doesn't solve anything." And they're right. Here's the part that should terrify you: The US Strategic Petroleum Reserve sits at roughly 411 million barrels. That sounds like a lot until you remember it held 727 million barrels at its peak. The previous administration drained 180 million barrels in 2022 to fight $90 oil. That release bought consumers about 18 cents per gallon of relief. THIS disruption is structurally larger, geographically more dangerous, and has no visible end date. In 2022, the threat was Russian supply being redirected. Tankers still moved. Alternatives existed. The Strait of Hormuz was wide open. Today, the world's most critical energy chokepoint is effectively closed. And that not by a naval blockade but by insurance companies refusing to cover ships transiting it. And the political situation just got worse, not better. The conditions for oil to return to pre-war levels require the Strait to reopen, Iraqi production to restore, and Gulf shipping insurance to normalize. NONE of those conditions are achievable through reserve releases. They require the conflict to end or dramatically de-escalate. Nothing happening right now suggests either outcome. For 45 years I've watched governments try to solve structural supply problems with temporary demand-side gimmicks. It never works. It didn't work in the 1970s when Nixon tried price controls. It didn't work in 2022 when Biden drained the SPR. And it won't work now. Strategic reserves exist for genuine emergencies. This IS a genuine emergency. But using 25-30% of the world's total strategic stockpile (roughly a third of the entire 1.2 billion barrel IEA reserve) when the underlying crisis has no resolution in sight isn't strategy... It's PANIC. The smart money isn't waiting for G7 announcements. They're looking at what happens in 90 days when the reserves are depleted, the Strait is still closed, and the new Supreme Leader is still in power: Energy stocks. Gold. Silver. Real assets that don't depend on politicians solving a military conflict with a spreadsheet. The G7 can release every barrel they have. It doesn't reopen the Strait of Hormuz. It doesn't bring stability to Iran. It doesn't fix a 4-6 million barrel per day supply gap that grows wider every week. Arithmetic doesn't care about press conferences. And neither should you.

George Noble

252,380 views • 4 months ago

Global reset. Listen closely — this is one of the most important breakdowns yet of what’s unfolding around the Iran situation. It is a peek behind the curtain to President Trump’s longterm strategy. After Trump ordered U.S. Naval forces to begin a blockade in the Strait of Hormuz, Maria Bartiromo laid out what she says is the broader geopolitical shift now underway. BARTIROMO: “Very big news. We have major developments this morning with the president directing the Navy to begin this blockade of ships in the Strait of Hormuz.” “This is very important because Iran tried hard to extort the global economy and take over securing the Strait of Hormuz.” “It is not working.” “As you just saw, the president’s post this morning on Truth Social, that the U.S. Navy is beginning this blockade right now of the Strait of Hormuz.” “Why is this important? Because the strait is a narrow waterway. Typically, the strait is the choke point where 20% of the oil and gas of the world is traveling through this strait and as a result of what you are seeing this morning with the Navy beginning this blockade, it will be able to stop ships.” “What we are seeing as a result? We are seeing a complete diversion.” “You’re seeing major super tankers change direction and go to the Gulf of America for oil and gas.” “The president was very clear they his address to the nation a week and-a-half ago.” “He said that the United States right now is operating at 95% capacity.” “He said that the United States right now is producing more oil and gas than Saudi Arabia and Russia combined and if you remember, he said it twice, he said let me say that again.” “The U.S. Is producing more oil and gas that Saudi Arabia and Russia combined.” “He directed allies to buy oil and gas from America.” “The U.S. and allies are increasing their naval presence in the Strait of Hormuz right now, to indicate to the world that, yes, Iran wanted the strait closed.” “It will then be closed and all the traffic will be redirected to the Gulf of America where the United States will up its capacity and up its sales of oil and gas to the rest of the world.”

Global reset. Listen closely — this is one of the most important breakdowns yet of what’s unfolding around the Iran situation. It is a peek behind the curtain to President Trump’s longterm strategy. After Trump ordered U.S. Naval forces to begin a blockade in the Strait of Hormuz, Maria Bartiromo laid out what she says is the broader geopolitical shift now underway. BARTIROMO: “Very big news. We have major developments this morning with the president directing the Navy to begin this blockade of ships in the Strait of Hormuz.” “This is very important because Iran tried hard to extort the global economy and take over securing the Strait of Hormuz.” “It is not working.” “As you just saw, the president’s post this morning on Truth Social, that the U.S. Navy is beginning this blockade right now of the Strait of Hormuz.” “Why is this important? Because the strait is a narrow waterway. Typically, the strait is the choke point where 20% of the oil and gas of the world is traveling through this strait and as a result of what you are seeing this morning with the Navy beginning this blockade, it will be able to stop ships.” “What we are seeing as a result? We are seeing a complete diversion.” “You’re seeing major super tankers change direction and go to the Gulf of America for oil and gas.” “The president was very clear they his address to the nation a week and-a-half ago.” “He said that the United States right now is operating at 95% capacity.” “He said that the United States right now is producing more oil and gas than Saudi Arabia and Russia combined and if you remember, he said it twice, he said let me say that again.” “The U.S. Is producing more oil and gas that Saudi Arabia and Russia combined.” “He directed allies to buy oil and gas from America.” “The U.S. and allies are increasing their naval presence in the Strait of Hormuz right now, to indicate to the world that, yes, Iran wanted the strait closed.” “It will then be closed and all the traffic will be redirected to the Gulf of America where the United States will up its capacity and up its sales of oil and gas to the rest of the world.”

Overton

69,267 views • 3 months ago

🚨 STRAIT OF HORMUZ UNDER FIRE — U.S. STRIKES IRGC POSITIONS Reports indicate a major U.S. Navy operation is underway to break Iranian control over the Strait of Hormuz — one of the most critical oil choke points on Earth. Dozens of missiles are said to have been launched at IRGC positions along the Strait. If confirmed, this is a direct move to secure global energy routes — and a major escalation in the conflict. The stakes could not be higher: • ~20% of the world’s oil flows through this corridor • Any disruption sends shockwaves through global markets • Military confrontation here risks rapid, uncontrollable escalation This is no longer regional. This is global pressure building in real time.

🚨 STRAIT OF HORMUZ UNDER FIRE — U.S. STRIKES IRGC POSITIONS Reports indicate a major U.S. Navy operation is underway to break Iranian control over the Strait of Hormuz — one of the most critical oil choke points on Earth. Dozens of missiles are said to have been launched at IRGC positions along the Strait. If confirmed, this is a direct move to secure global energy routes — and a major escalation in the conflict. The stakes could not be higher: • ~20% of the world’s oil flows through this corridor • Any disruption sends shockwaves through global markets • Military confrontation here risks rapid, uncontrollable escalation This is no longer regional. This is global pressure building in real time.

Jim Ferguson

308,818 views • 3 months ago

🚨 NEW: Fox’s Marc Thiessen has a GENIUS PLAN to fund the re-opening of the Strait of Hormuz: “I think what President Trump ought to do is have a Hormuz Transit Tariff.” “Instead of Iran charging $2M per vessel going through the Strait, the U.S. will charge a $2M escort fee for every vessel — which is about $9B a month or $100B in revenue.” “We will waive that fee for any country that participates in the coalition to open up the Strait.” “That will open it and reward the good guys that are helping us and punish those staying on the sidelines,” Marc Thiessen tells Bret Baier.

🚨 NEW: Fox’s Marc Thiessen has a GENIUS PLAN to fund the re-opening of the Strait of Hormuz: “I think what President Trump ought to do is have a Hormuz Transit Tariff.” “Instead of Iran charging $2M per vessel going through the Strait, the U.S. will charge a $2M escort fee for every vessel — which is about $9B a month or $100B in revenue.” “We will waive that fee for any country that participates in the coalition to open up the Strait.” “That will open it and reward the good guys that are helping us and punish those staying on the sidelines,” Marc Thiessen tells Bret Baier.

TV News Now

1,045,406 views • 3 months ago

Kevin O’Leary just said the quiet part out loud about what the Hormuz closure has confirmed about green energy: “It’s been practically USELESS in helping us at this point right now.” AOC and the climate alarmists are not going to like this one bit. O’LEARY: “The one thing about this commodity, it’s the input to EVERY sector of the economy.” “We have 11 sectors. Every single sector requires a reasonably priced energy source.” “And you know, we’ve talked a lot about alternative energy and new ideas and nuclear power.” “But this shock has proven to the world that oil still matters — not a some, it matters A LOT!” “And I expect policy around hydrocarbons to change dramatically everywhere in terms of securing a source of it at a price, sort of around the $70 range.” “So you’re going to see that happen and a lot less money going into alternatives.” “That may not be good or bad, depending on where you sit, but CLEARLY we didn’t buy any insurance investing billions of dollars in wind and solar.” “It’s been practically USELESS in helping us at this point right now.”

Kevin O’Leary just said the quiet part out loud about what the Hormuz closure has confirmed about green energy: “It’s been practically USELESS in helping us at this point right now.” AOC and the climate alarmists are not going to like this one bit. O’LEARY: “The one thing about this commodity, it’s the input to EVERY sector of the economy.” “We have 11 sectors. Every single sector requires a reasonably priced energy source.” “And you know, we’ve talked a lot about alternative energy and new ideas and nuclear power.” “But this shock has proven to the world that oil still matters — not a some, it matters A LOT!” “And I expect policy around hydrocarbons to change dramatically everywhere in terms of securing a source of it at a price, sort of around the $70 range.” “So you’re going to see that happen and a lot less money going into alternatives.” “That may not be good or bad, depending on where you sit, but CLEARLY we didn’t buy any insurance investing billions of dollars in wind and solar.” “It’s been practically USELESS in helping us at this point right now.”

Overton

155,227 views • 4 months ago

🇮🇷 Iran’s FM Araghchi: After the war ends, we will design new mechanisms for the Strait of Hormuz / We will not allow our enemies to use this waterway Foreign Minister in an interview with Al Jazeera: - The Strait of Hormuz is a waterway located next to Iran. Naturally, we will not allow our enemy to use this waterway; meanwhile, there is a war ongoing around this waterway, and it is natural that many ships and countries are reluctant to use this route due to insecurity. - In my opinion, after the war ends, we must design new mechanisms for the Strait of Hormuz and the way ships pass through it, so that peaceful passage in this waterway is permanently guaranteed under specific regulations, taking into account the interests of Iran and the region. - I believe that after the war, the first step should be the formation of a new protocol for the Strait of Hormuz; naturally, this should be done among the countries on both sides of the strait because they are the main parties involved, and this protocol must ensure that safe passage through the strait occurs under specified conditions.

🇮🇷 Iran’s FM Araghchi: After the war ends, we will design new mechanisms for the Strait of Hormuz / We will not allow our enemies to use this waterway Foreign Minister in an interview with Al Jazeera: - The Strait of Hormuz is a waterway located next to Iran. Naturally, we will not allow our enemy to use this waterway; meanwhile, there is a war ongoing around this waterway, and it is natural that many ships and countries are reluctant to use this route due to insecurity. - In my opinion, after the war ends, we must design new mechanisms for the Strait of Hormuz and the way ships pass through it, so that peaceful passage in this waterway is permanently guaranteed under specific regulations, taking into account the interests of Iran and the region. - I believe that after the war, the first step should be the formation of a new protocol for the Strait of Hormuz; naturally, this should be done among the countries on both sides of the strait because they are the main parties involved, and this protocol must ensure that safe passage through the strait occurs under specified conditions.

Sprinter Press

25,984 views • 4 months ago