Strait of Hormuz

Oil and Gas Infrastructure Impact. Recession Risks through H2 2026

A JP Morgan Commodities Research table listing specific oil and gas assets hit across the Middle East, including pipelines, terminals,…

7 jours ago

The Bitcoin-Hormuz Protocol and the Breakdown of the PetroDollar System

The information, factually confirmed by multi-source convergence (including the Financial Times of April 8, 2026), establishes that Iran now demands…

1 semaine ago

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…

2 semaines ago

Energy lockdown risk dynamics post US-Iran conflict

Multi-engine analysis suggests that the closure of the Strait of Hormuz, leading to a supply shock of 20 Mb/d (20%…

2 semaines ago

Modeling the Systemic Consequences of a U.S. Ground Intervention in Iran (Post-March 23-28, 2026)

The integration of our analytical data and market signals into our Steelldy-Gotham architecture reveals an imminent regime shift. The US…

3 semaines ago

The U.S. Treasury temporarily lifts nearly all sanctions on Iranian oil tankers, allowing exports loaded March 20 – April 19, 2026, signaling a major shift in Iran policy

The U.S. Treasury's General License U (issued March 20, 2026) is explicitly designed to exert downward pressure on oil prices…

4 semaines ago

Tactical Decoupling Gold/Wheat – Analysis of the Fall of Gold to $4,575

The drop in gold to $4,575 (the sharpest daily decline since 2020) does not invalidate the "Gold/Wheat = Twin Survival…

4 semaines ago

The US Treasury announcement on 03/13/2026 temporarily lifts restrictions on Russian oil

The US Treasury issued a temporary waiver on restrictions for certain stranded Russian oil shipments, announced around March 12-13, 2026,…

1 mois ago

Systemic Revaluation of Tangible Assets: Why Gold and Gold Miners Dominate the Market (« The Great Rotation into Reality »)

The current outperformance of gold (XAU) and mining stocks over the rest of the market (especially technology) is not a…

2 mois ago