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Tag: paper market

De Facto Tolls Solidify: Iran Moves to Formalize Strait of Hormuz Fees and Transit Bans

The Brent oil market shows an extreme divergence between the paper price (futures contracts) at $109 and the physical price (spot) at $141, a $32 gap reflecting a strong "backwardation." Normally, future prices are higher than spot prices (contango) due to storage costs; this inversion signals an immediate scarcity of physical oil. The $141 price…

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Study of Gold Dynamics under Kinetic Conflict Regime and Carry Trade Unwinding. Diagnosis as of March 6, 2026

DATE: March 6, 2026 | STATUS: CRITICAL / ABSOLUTE PRIORITY MODEL: Bayesian Inference & Mosaic Theory The singularity of the "Triple Break" Integrated analysis via Steelldy Risk Engine v.12.4 and Steelldy Gotham identifies that we are not in a conventional war cycle for gold. We are witnessing a rare convergence between: (i)…

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