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In this episode, we kick things off by examining the massive strategic restructuring at project44 that splits the visibility giant into two distinct businesses. The company is separating into project44, which will serve enterprise shippers as a decision intelligence platform, and LSP44, a newly launched AI-native infrastructure business built exclusively for logistics service providers. LSP44 launches with day-one profitability and processes a staggering seven hundred six million carrier events daily across four continents. Next, we explore a significant development in the legal arena as a driver misclassification lawsuit against Illinois-based Risinger Brothers Transfer gains class action status. The drivers allege that Risinger misclassified them as independent contractors rather than employees, and that wage deductions for truck payments, insurance, fuel, and maintenance left some drivers earning below minimum wage for all hours worked under the Fair Labor Standards Act. Finally, we break down a strategic infrastructure project in the Middle East as DP World plans a new UAE port near Fujairah to bypass the Strait of Hormuz. The new container terminal would lessen dependence on the UAE's Port of Jebel Ali and route cargo through the Gulf of Oman instead. This move comes amid heightened regional tensions and President Trump's recent suggestion that the U.S. seize control of the critical chokepoint and charge vessels a toll for passage. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off by examining the massive strategic restructuring at project44 that splits the visibility giant into two distinct businesses. The company is separating into project44, which will serve enterprise shippers as a decision intelligence platform, and LSP44, a newly launched AI-native infrastructure business built exclusively for logistics service providers. LSP44 launches with day-one profitability and processes a staggering seven hundred six million carrier events daily across four continents. Next, we explore a significant development in the legal arena as a driver misclassification lawsuit against Illinois-based Risinger Brothers Transfer gains class action status. The drivers allege that Risinger misclassified them as independent contractors rather than employees, and that wage deductions for truck payments, insurance, fuel, and maintenance left some drivers earning below minimum wage for all hours worked under the Fair Labor Standards Act. Finally, we break down a strategic infrastructure project in the Middle East as DP World plans a new UAE port near Fujairah to bypass the Strait of Hormuz. The new container terminal would lessen dependence on the UAE's Port of Jebel Ali and route cargo through the Gulf of Oman instead. This move comes amid heightened regional tensions and President Trump's recent suggestion that the U.S. seize control of the critical chokepoint and charge vessels a toll for passage. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Jun 2026. dnata comes in to prove, or disprove, Tom & Brandy's summer travel theories, with Meera Ketait. Plus, what does summer travel mean for safe space demand? We speak to vault owner Jafer Rashid of MySafe about what we’re stashing away when we go abroad. Private sector hiring grew in the first quarter, so where is the UAE jobs market actually heading for the rest of the year? Sonam Haider of Aethra Advisory joins us. And history in motion. Andrew Hosie reports live from the very first Etihad Rail passenger train from Fujairah to Abu Dhabi.See omnystudio.com/listener for privacy information.
In today's episode of Trending Middle East, the UAE enters a new era of transport as Etihad Rail launches the country's first national passenger service. The inaugural journey between Fujairah and Abu Dhabi marks a historic milestone for the UAE and the wider Gulf region, with more stations to open in the coming months. We also examine conflicting statements over the next phase of US-Iran diplomacy. US President Donald Trump says talks are to take place in Doha, while Tehran insists its delegation is travelling only to oversee the implementation of the interim agreement. Negotiations on a permanent peace deal have not yet begun, it added. At the UN, Israel urges the international community to ensure last week's agreement with Lebanon is fully implemented, describing it as an opportunity to curb Hezbollah and Iranian influence. France proposes an international mission with Oman to help secure the Strait of Hormuz. But Iran rejects the idea, insisting only Tehran has the authority to oversee operations in the waterway. And the UAE lifts its travel ban on Lebanon, allowing Emirati citizens to visit once again under new registration requirements. The move is welcomed by Beirut as another sign of improving ties between the countries. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
Transpacific spot rates are skyrocketing while Asia-North Europe tells a completely different story, and the Strait of Hormuz remains closed to most container traffic after a week of missile exchanges between Iran and the US.In this episode, Lars Jensen and Caroline Weaver cover:Why Asia-US West Coast spot rates are approaching East Coast levels and what that historically signals about market instabilityWhat the $1,600 gap between current Pacific spot rates and July futures is telling the marketThe latest in the Hormuz crisis, including the attack on the Ever Lovely and what the "evacuation" language from IMO actually means for container shippingPort connectivity winners and losers: how Khor Fakkan, Fujairah, and Sharjah are absorbing volume while Gulf ports go darkTariff uncertainty heading into July 24, when Section 122 tariffs expire with no clear successorSubscribe to weekly podcast highlights sent directly to your inbox.
26 Jun 2026. Tickets for the first Etihad Rail services between Abu Dhabi and Fujairah have sold out, with more than 5,000 seats snapped up in just two days. Speaking on The Business Breakfast, Etihad Rail’s Adhraa Al Mansoori said the company’s free booking app is already number one in the UAE. Georgia Tolley takes us on board ahead of the big day. Plus, we look at where Standard Chartered is telling its customers to put their money in H2 with regional Chief Investment Officer Manpreet Gill. ADNOC Drilling has a new AI rig. We asked CFO Youssef Salem exactly what it is and what it means for the company and its shareholders. And why your electronics are about to cost a lot more. We find out with Jacky’s Retail.See omnystudio.com/listener for privacy information.
In today's episode of Trending Middle East, US Secretary of State Marco Rubio begins a Gulf tour with meetings in the UAE, Kuwait and Bahrain as Washington seeks regional backing for negotiations on a permanent agreement with Iran. Rubio says Gulf partners will help shape the next phase of talks and insists Iran will not be allowed to impose tolls in the Strait of Hormuz. Iran also says it has secured the release of $12 billion in frozen assets under the interim agreement with the US, although Washington has yet to confirm the claim. The announcement comes as a temporary sanctions waiver allows Tehran to resume oil exports while negotiations continue. We also look at the latest US-mediated talks between Lebanon and Israel, where major disagreements remain over Hezbollah, Israeli troop withdrawals and the future of southern Lebanon. In aviation, Emirates begins urgent inspections of part of its Airbus A380 fleet after European regulators order checks following the discovery of cracks in key wing structures. And Etihad Rail prepares to launch its first passenger service between Abu Dhabi and Fujairah next week, with opening-day tickets selling out quickly ahead of a major milestone for the UAE's national rail network. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
https://youtu.be/B4L-5KNiqNo Recorded: June 21, 2026 In Episode 159 of the PetroNerds Podcast, Trisha Curtis, CEO of PetroNerds and host of the PetroNerds Podcast, delivers a wide-ranging market update on oil, natural gas, geopolitics, China, strategic petroleum reserves, inflation, and monetary policy. Recorded on Father's Day and ahead of America's 250th Fourth of July celebration, the episode focuses on the U.S.-Iran memorandum of understanding, the Strait of Hormuz, global crude oil flows, China's oil imports, and the Federal Reserve's renewed emphasis on inflation. Trisha examines why oil prices moved lower despite heightened geopolitical tensions, how more crude continued reaching the market through Hormuz and alternative export routes, and why physical oil flows matter more than headlines. Key Takeaways Oil prices softened as crude continued flowing through and around the Strait of Hormuz. Saudi Arabia and the UAE's export infrastructure helped reduce supply risks during the latest Middle East tensions. China's crude import decline does not necessarily indicate collapsing demand and must be viewed alongside stockpiling, refinery activity, and energy-security priorities. The debate between the IEA and OPEC reflects competing views of future oil demand and supply balances. Federal Reserve Chairman Kevin Warsh signaled a stronger focus on inflation and price stability. AI-driven investment and rising electricity demand may contribute to future inflationary pressures. Oil Flows, Hormuz, and Energy Security A major theme throughout the episode is the disconnect between market sentiment and physical oil realities. Trisha walks listeners through the U.S.-Iran memorandum of understanding, disputed claims surrounding the Strait of Hormuz, and the market reaction to evolving events in the Middle East. The conversation examines how Saudi Arabia's East-West Pipeline and the UAE's Fujairah pipeline provide critical export capacity outside the Strait of Hormuz, helping maintain crude flows during periods of disruption. Trisha also reviews Strategic Petroleum Reserve releases, U.S. crude exports, tanker traffic, and the importance of understanding actual barrel movements in a 100-million-barrel-per-day global oil market. Why China Remains the Most Important Energy Story One of the central themes of the episode is China and its long-term energy-security strategy. Trisha challenges the narrative that declining Chinese crude imports are solely the result of electric vehicle adoption. Instead, she examines China's stockpiling activity, refinery runs, strategic reserves, domestic production, and energy-security priorities. The discussion highlights why understanding China remains critical to understanding global oil markets, particularly as Beijing balances economic challenges with long-term strategic planning. The IEA, OPEC, and the Future of Oil Demand The episode also explores the growing divide between the International Energy Agency and OPEC. Trisha reviews the IEA's June Oil Market Report and the possibility that restored production and normalized Hormuz flows could create a future supply overhang. She contrasts that outlook with OPEC's World Oil Outlook 2026, which projects continued growth in global oil demand through 2050. The discussion raises important questions about energy security, investment, and whether current market forecasts are adequately accounting for future demand growth. Inflation, the Federal Reserve, and AI In the second half of the podcast, Trisha shifts to macroeconomics and monetary policy. She breaks down the June Federal Open Market Committee meeting, Chairman Kevin Warsh's first press conference, inflation data, Treasury yields, housing, and the Federal Reserve's balance sheet. Trisha also discusses the potential inflationary effects of rising investment in artificial intelligence infrastructure, semiconductors, data centers, and electricity demand. The episode concludes with a broader discussion on inflation, energy prices, housing, and the economic forces likely to shape markets through the remainder of 2026. Whether you're an energy executive, investor, policymaker, or industry professional, Episode 159 provides a timely and data-driven examination of the forces shaping oil markets, inflation, energy security, and the global economy.
A version of this essay has been published by Open Magazine at https://openthemagazine.com/world/india-will-collapse-without-digital-sovereignty-and-pax-indica-lessons-from-hormuzBy now it is clear that the Iran War (or West Asia War) has been a disaster to all concerned, including the principals as well as assorted passersby. The massive amounts spent by the US (at last count $25 billion) are at least articulated; the bill for the enormous infrastructural and human suffering inflicted on Gulf states, in the theater of war, must be greater, by definition.The collateral damages suffered by the rest of the world from the cessation of trade through the Straits of Hormuz will presumably run into the trillions of dollars. As one of the worst affected, India, which imports 90% of its hydrocarbons from the Gulf, not to mention other essential items such as urea (for fertilizer), sulfuric acid, helium, etc., is on track to take a massive hit. As an article in The Economic Times said, “India must brace for broad-based economic shock”.Indian exports of up to $50 billion are also affected, especially agricultural products including perishable foodstuffs, but also gems and jewellery, electronics, textiles and garments. Some of this can be diverted via Oman and the UAE's Fujairah port, but much of it passes through the Straits of Hormuz and is potentially blocked and/or stranded at sea.The Hormuz closure is a body blow to India's economy. What can and will India do about it? The Indian State has a habit of rising to the challenge only when there is a crisis, while vegetating otherwise. The 1991 economic crisis is a case in point; the sanctions following “The Buddha is smiling”, and the denial of cryogenic rocket engines and supercomputers are other examples where the nation rallied. So were covid vaccines. Necessity, they say, is the mother of invention.Turning a threat into an opportunityIf I were to be an optimist, I could say that the current crisis is actually an opportunity. In fact, a major opportunity. My reading of the Iran War is that it is President Trump's strategic tit-for-tat against China for denying him rare earths and cutting off soybean purchases. In return Trump decided to deny China access to oil by closing access to Venezuela and Iran. Whether this will work, or whether the G2 condominium (read ‘surrender') will prevail, is unclear.But that is, in a sense, background noise that needs to be managed. India needs to focus on its own issues, of which I see several as critical, and the solution in general is to become Atmanirbhar, self-reliant, and from that, to create an Anti-Fragile nation:* National security/defense* Food security* Energy security* Digital security/narrative control* Trade securityThe first three do not need an explanation: they are obvious. Internal and external security are pre-requisites for any successful society. If India's hard-won food security can be threatened by external threats, then there needs to be some deep introspection. Energy security means diversification, both of hydrocarbon sources, and of types of energy, including renewables, nuclear, biomass, coal-based, and so on.Malign narratives and digital sovereigntyNarrative control is something that the Indian State has failed at so far; it is laughably easy to create hate speech against Indians and India (as has been demonstrated freely by any number of players, starting from the MAGA crowd, to Audrey Truschke to a”Cockroach Janata Party” and some nitwit Norwegian journalist in just the last fortnight) and there are no consequences to the culprits. It's enough to make me pine for Lee Kuan Yew's aggressive legal battles against the media.It's one thing if it were only a problem with foreigners, but with the massive spread of social media, and in particular generativeAI, it is becoming a serious domestic issue. Since India is an avid consumer of social media, and because generativeAI is trained on things like Wikipedia, X, Whatsapp and Google content, biased and motivated material becomes ensconced as The Truth. I have written about narrative warfare and manufacturing consent.This used to be a one-way tsunami of (mis)-information by legacy media, but now there is also the opposite: the wholesale and free vacuuming-up of Indian data (whatever happened to “data is the new oil”?). The “Great Firewall of China” both kept out foreign BIg Tech applications and prevented their plundering Chinese data: is that the way to go?Manufactured narratives are intended for regime change: all the color revolutions today are hatched with massive bot-farms funded by some combination of Deep State, CCP, ISI, Qatar etc. (for example the alleged Gen-Z uprisings that rocked Nepal, drove Sheikh Hasina out of Bangladesh). Thus muzzling malign narratives, and ensuring data security, are imperative.Even Singapore is not immune: it had to block anti-India narratives that likely originated from Chinese sources.A particularly striking example of narrative warfare is the virtual hate speech inducted into Wikipedia by deeply prejudiced anonymous editors. Ashley Rindsberg, who exposed the mighty New York Times' biases in his book The Gray Lady Winked, provides many examples of this.Of note to Indians and Hindus is his recent substack titled “Wikipedia's India War” where he identifies just four editors as having created most of the content condemning the Hindu American Foundation (HAF) in ‘Wikivoice', i.e. the allegedly neutral perspective of Wikipedia. They are, on the contrary, shown to be highly one-sided.As Rindsberg mentions, Wikipedia being central to generativeAI, the damage is baked into the world-view of all AI applications. Truly Orwellian. Says Rindsberg: “four… anonymous accounts can have an enormous impact on what millions of people believe to be the truth.” “Over four years (2021-2025), editors systematically erased HAF's identity as an American civil rights group, transforming its Wikipedia page into a heavily curated dossier of accusations.”Trade, and how the Spice Route was far superior to the Silk RoadFinally, something that is becoming increasingly important: ensuring freedom of trade. This is more than just freedom of navigation, although I find it instructive that Emperor Rajendra Chola sent a huge fleet 1,001 years ago simply to open up the Straits of Malacca. India can make an active attempt to regain primacy in Indian Ocean trade, the whole Pax indica idea.Here is another example of the power of narrative: we have been led to believe that the Silk Road to China was some major highway of commerce between ancient Rome and ancient China, but it was a term coined only in 1877 by the German Ferdinand von Richthofen. There was no highway. A large caravan might take six months, and with 500 camels traversing treacherous deserts and braving bandits, it might carry a maximum of 100 tons. That is puny.In comparison, on the Spice Route, a single stitched ship from Muziris could carry 400 tons of ivory, pepper, silk, tigers and elephants; and the historian Strabo around 1 CE talks about fleets of 250 ships going from Alexandria to India on a six-week monsoon-powered journey. That is 100,000 tons of merchandise. No wonder Pliny the Elder complained that Rome's treasuries were being emptied of gold by India.Simple question: where are hoards of ancient Roman coins found in Asia? Answer: not along the Silk Road. The hoards are in Kerala, Tamil Nadu and Sri Lanka.Today, it is possible for India to aspire to port-led development of trade, especially with the major ports at Trivandrum (Vizhinjam), Maharashtra (Vadhavan), and Great Nicobar (Galathea Bay). The underlying ‘software' of India's millennia-old trade competency was a ‘multi-protocol switch' as I pointed out, and today's India Stack can replicate that. Then there is the need for a blue-water navy: muscle to provide security on the Hormuz to Malacca sea-lanes.So there is a vision. How can India get there? This is where policy matters, as I discussed with policy expert Anuj Gupta. Policy, especially industrial policy, has had a bad reputation in certain circles because it was deemed to violate the virginal purity of classical capitalism. However, in a recent U-turn, even the World Bank admitted that industrial policy may not be all that bad, after all: the success of Japan, the Asian Tigers, and China can't be ignored.That leads to the question of why policy in India has produced mediocre outcomes, what is different now, and where the best use of policy might be.Industrial Policy: What went wrong in the past?There are many problems here. To begin with, the Soviet model, which Nehruvians swore by, was, in hindsight, a dead end. Second, there is the problem of governance: post-Independence bureaucrats have awkwardly borne the legacy of imperial hauteur and the needs of a developing society. Third, until recently, the bare necessities (food, electricity, road access) were not available to many citizens, and GDP growth was not their priority.There is also the culture of jugaad: of clever ways in which you overcome constraints through frugal improvisation and seat-of-the-pants making-do. This is fine for one-off things (e.g. converting a tractor trailer into a makeshift transport vehicle because your truck broke down), but it does not make for efficient and replicable industrial products. As The Economic Times said recently, it is time to junk jugaad. Quality has to become ingrained in people's minds.The issue of governance is significant: the bureaucracy and the judiciary have both under-performed, politicians, as everywhere, have been venal. It is said that China's growth can be attributed to the fact that its babus are engineers, and therefore with engineering ruthlessness move in straight lines. The US' babus are lawyers, and India's are humanities graduates. Well, engineers are not very good at second-order effects (eg. China's lurch from one-child policy to demographic collapse), but a little bit of ruthlessness is probably good.What is going reasonably well?There are a few modest success stories: for example, in electronics manufacturing or assembly. The PLIs (and DLIs) have produced the desired effort, with clusters of excellence where global suppliers have also set up shop (as they did earlier for the automobile industry in, say, Sriperumpudur). The fact that a lot of iPhones in the US are now imported from India is laudable, even though it may be derided as “screwdriver jobs”. That's where one starts the move up the value chain.The current semiconductor policy is a big hope, especially after the landmark agreement by the Dutch firm ASML with Tata Electronics in Dholera, Gujarat. Given that ASML has a near-monopoly position in Deep Ultraviolet Lithography (DUV) this is a major boost to India's chip ambitions. My recent conversation with AMD CTO Suraj Rengarajan went into India's chances to realize its ambitions.A recent announcement from Trivandrum-based fabless startup NetraSemi (a recipient of DLI) of the commercial availability of its edge AI chips is a landmark.Next is the newly announced plan for energy security revolving around both coal gasification and intensive offshore exploration. These fall squarely into the Atmanirbhar category: India simply cannot afford to have its energy held hostage by distant nations. It also needs distinctly Indian innovation.The Samudra Manthan initiative is also showing some promise. At least one out of three deep-water wells in the Andaman Sea (SriVijaya Puram-3) are reported to be showing the availability of natural gas, although it will take 5-10 years for this to be commercially available.What should the future look like for India's Industrial Policies?This of course is the hard question. Here is my personal perspective, and I accept that reasonable people may disagree. I think three areas need to be focused on, and will pay large dividends.* Drones and swarming software* Social media and AI stack* Maritime Trade and Blue-Water NavyI admit that these are not the only worthwhile industrial policies. Another is for copper, which would reverse the catastrophic effects of the closure of the Sterlite plant in Thoothukkudi, as the metal is an increasingly important component in electronics, data centers, etc., and far from being self-sufficient earlier, India now imports 50% of its needs. Another area of interest in quantum computing.There are also failures from which the right lessons need to be learned. The policy for EV batteries has apparently failed: according to Swarajya magazine, India has not been able to escape from near-total dependence on imported Chinese batteries.Drone swarmsI wrote recently that drones may well herald a step-change in warfare. For the moment, though, they are searching for their niche in offensive/defensive warfare. Drone hardware is already a well-trodden path with Chinese and other nations dominating it, although with IdeaForge, Paras, Garuda, IoTechworld Avigation etc., India is also making progress there. And India is indeed buying the hardware, $2 billion-worth, according to the Economic Times.But I believe the real game is in drone swarms. AI-based control software (similar to HiveMind) that would allow an entire swarm to act autonomously, just like a murmuration of starlings, would be the gold standard to aim for. Such a self-managing swarm would be virtually impossible to defend against, and I think India should put in place a PLI to support it, leveraging software capability in the country.Of course, drones are not just for military purposes, but also for commercial uses including things like logistics and agricultural use, such as precision delivery of fertilizer and pesticide to crops (as Garuda demonstrates). An Indian initiative that supports both drone hardware, and especially drone software, would be a potential winner.Digital Sovereignty: Social media and AI stackThere is a raging battle over which part of the AI stack India needs to invest in. As an old Unix hand, I believe the foundational model is not where the differentiation is. In analogy with Linux (the open-source Unix variant that was popularized by Linus Torvalds and an army of volunteers), there is little value in re-writing the operating system, but one can differentiate by building on top of it, or by judiciously choosing certain modules of it.Besides, the cost of building an entirely new foundational model would be astronomical and would consume the entire budget of IndiaAI Mission.Thus, my personal opinion is that the foundational model (especially when, it is believed, there are more or less open-source models available for free, e.g. Llama, DeepSeek) is not where India should expend its precious R&D resources, but on the layers of the stack above it. It is the data that matters, as Larry Ellison apparently suggests too.But there is the interesting counter-example of Sarvam AI which is producing its own sovereign model: multi-lingual and presumably otherwise tuned to Indian needs. The question is whether this can survive when hundreds of billions worth of capital investment are going to the US Big Tech companies and their Chinese rivals. The sad history of Koo, a Twitter rival, comes to mind. So does Arattai, a Whatsapp rival, whose popularity has waned. .A well-thought-through industrial policy on generativeAI is therefore essential. The status quo ante is unsustainable; given the fact that Sarvam has also found it difficult to raise funds in the US, it is worth pondering whether a China-style massive subsidy is the answer. And where should it go, into foundational models or into the layers of the stack above it? The answer is “both”, but with priority to the latter.Here is where I would prioritize investments, in order:* Vertical applications in specific domains: e.g. defense, healthcare, agriculture, governance (particularly in the judiciary and in ease of doing business in the bureaucracy)* Fine-tuning and customization: for the needs of the Indian context, e.g. multi-linguality under Bhashini* Compute infrastructure: GPUs, sovereign and protected indian datasets* Sovereign Small-Language Models such as Sarvam AIAs mentioned above, at the moment India's data is being sucked up for free by US Big Tech. In addition, there is the real danger that Indic Knowledge Systems will be mined and digested, as has happened to yoga, pranayama, etc., which have been given Western analogs and nomenclature, as in Pilates, ‘coherent breathing' etc.These two problems are connected, and both need to be tackled in parallel. Social media is being weaponized against India, and this is magnified by the legacy media in a positive feedback loop. Three examples: one was the rage against Adani based on the dubious research of Hindenburg, which then went under; the second is Bloomberg's reckless accusation about gold reserves being sold by the RBI, which they were forced to retract, but social media and Wikipedia will remember it; the third is the meteoric (media) rise of the Cockroach Janata Party.Trade using major ports, Digital Public Infrastructure and a blue water navyUsing trade for competitive advantage is an age-old tactic. The trade tiffs between the US and China are examples of this: we are witnessing war by other means. Many nations are getting into this act, and India does have some advantages, partly based on geography. Maritime trade is likely to continue to be the key, which makes naval chokepoints the big story, but not the only story to watch out for.The major aspects of maritime trade include infrastructure, the digital “multi-protocol switch”, and security. On the one hand, India is developing not only major container ports, and the road/rail links to get to them, and the industrial goods to ship out through them, but also a serious shipbuilding industry, which was one of India's historical strengths. Then it used to be stitched wooden ships (teak beams lashed together with coconut rope). Now it's modern steel ships.There are the big, efficient new ports, which can now turn ships around with Singapore-like efficiency; the proposed third aircraft carrier group which will make it possible to patrol the Arabian Sea and the Bay of Bengal at the time; the Air-Independent Propulsion diesel submarines and nuclear submarines that can monitor (and if necessary, deny) narrow straits; the sale of supersonic Brahmos cruise missiles to the Philippines, Vietnam and Indonesia (and Cyprus) that create ship-denial zones: all this is muscle.And the final piece, the ‘software' for trade, the “multi-protocol switch”. This last is complicated. Its value is underestimated by many. But this is what enables friction-less transactions between various unrelated parties. The India Stack and the Digital Public Infrastructure can be utilized to provide such a facility. But it is complex enough to need significant study as to what is possible, and how to roll it out.Second-order effectsIn closing, it is worth considering some of what the (unintended) consequences of these proposals may be. Let us note that the G2 has no interest in allowing India to grow and make it a G3. They will do everything in their power to kneecap India, by all means possible.There is also a certain derision for India in some circles. Here is a generic western opinion on why China got rich, and India didn't. Well, the author doesn't consider the second-order effects of the wholesale destruction of Chinese civilization: that is a tradeoff Indians may not prefer for themselves. We all know how China's well-intentioned One Child Policy turned into demographic collapse within a few years. Besides, as The Economist asks, “China is innovative. Its economy is a mess. Which will win out?”This is why I think planning for these second-order effects is important. We tend to ignore them because they seem counterintuitive or unlikely, but Nassim Taleb has sensitized us to how low-probability Black Swan events can have grave consequences.As an example, attempting digital sovereignty may have unwelcome side-effects: Big Tech have the first-mover advantage and network effects and there are increasing returns to scale. They will surely make it hard for a new player to break in. Besides, the large investments in data centers and GCCs that they are making in India would make it very difficult for them to be ejected with a “Great Indian Firewall”.Even taxing their capture of Indian data will be complicated; not to mention that they have demonstrated that they can happily violate copyright laws with no consequence; therefore they will find ways to chew up and spit out Indian Knowledge Systems, and essentially re-colonize India. Digital colonialism is not a threat, it is a reality today, and it is a consequence of the relatively open Indian system.In addition, there is a malign group, the “barbarians within” as Arnold Toynbee once put it, who are ready to sacrifice Indian sovereignty for a pittance.Given all this, it will be very difficult to put in place serious measures to gain digital independence; and the narrative-peddling is likely to gain further momentum: just consider the caste allegations that have haunted BAPS in the US (despite the cases being dismissed by the US DoJ), the Cisco Systems case where, again, the case was dismissed, but the narrative continues, and the persistent efforts in various US states to turn caste into a weapon to bludgeon Indians.Another sensitive issue is that of the multi-protocol switch for trade. While from an Indian point of view, it eases trade and harks back to a Golden Age of Indic maritime commerce, but that will be viewed elsewhere very differently, for instance by the US as an attempt to de-dollarize. The US has jealousy guarded – with very good reasons that we will not go into here – the dollar's reserve currency status.We have also seen what happened to those who attempt to hurt the dollar's primacy: in 1985, the Plaza Accord devalued the dollar, and that was a body blow to Japan's economy, which has not recovered its mojo to this day. Later, Iraq's Saddam Hussein and Libya's Muammar Gaddafi both had ideas about replacing the petro-dollar with, respectively, the Euro and a new pan-African gold-backed currency. We know what happened to them.If the India Stack multi-protocol switch is perceived as an alternative to the US dollar, there may be grave consequences. Therefore, it should be conceived and deployed only as an adjunct to it and to the almighty SWIFT settlement system.ConclusionIndia is at a crossroads now. Even though the Hormuz closure is a serious problem, if it plays its cards right, adversity can be turned into opportunity across a variety of perspectives. The key is Atmanirbhar, self-reliance. If India can now implement a crash program of industrial policy, and at the same time overcome an ingrained Third-World tendency to cut corners, it can finally break free of the years of underperformance, what I called the Nehruvian Penalty in 2004.It is possible, but there are caveats: unforeseen consequences. Hic sunt dracones. Here be dragons. Be afraid. Be very afraid.3700 words, 7 June 2026This is episode 192 of the Shadow Warrior podcast. Here is a companion AI-generated slideshow. (Note that the borders of India are not necessarily depicted correctly here, because it is generated by an AI, notebookLM.google.com) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe
https://youtu.be/BV-3gt0wfsk Recorded: Tuesday, May 12, 2026 In Episode 158 of the PetroNerds Podcast, Trisha Curtis, host of the PetroNerds Podcast and CEO of PetroNerdstakes, was on stage at the Society of Petroleum Engineers meeting at the Petroleum Club of Midland, Texas, for a wide-ranging discussion on oil markets, geopolitics, energy security, and the future of U.S. shale. Recorded amid escalating tensions in the Middle East and renewed volatility in global energy markets, Trisha examines how rapidly evolving geopolitical events have exposed the gap between market sentiment and the realities of physical oil. Just months before oil prices surged back toward triple digits, many analysts and industry participants were focused on oversupply concerns, weak demand forecasts, and bearish outlooks for the energy sector. Drawing on decades of market analysis, Trisha explains why investors, policymakers, and energy executives must remain humble when forecasting commodity markets and why understanding physical energy infrastructure matters more than ever. Key Takeaways Oil markets entered 2026 with geopolitical risk significantly underpriced. Iran's production and exports remain more important to global supply balances than many analysts recognized. China's stockpiling strategy and refining capacity are critical variables in understanding global oil demand. The Strait of Hormuz remains vital, but alternative export infrastructure is reducing some chokepoint risk. Russia's energy sector has demonstrated greater resilience than many forecasts anticipated. Coal continues to play a foundational role in global energy security. Reliable power generation and grid infrastructure will become increasingly important as electricity demand rises. U.S. energy dominance remains a major competitive advantage for the American economy. The Permian Basin continues to outperform expectations through innovation and productivity gains. LNG exports and natural gas infrastructure are becoming increasingly important to global energy security. Iran, China, and the Geopolitics of Oil A major focus of the discussion centers on Iran's role in global oil markets and the strategic relationship between Iranian crude exports and Chinese demand. Trisha explores how sanctioned barrels from Iran, Russia, and Venezuela contributed to perceptions of oversupply in global markets while simultaneously masking growing geopolitical risk. She argues that many market participants underestimated both the scale of Iranian production and China's willingness to continue purchasing discounted crude. The conversation also examines the strategic importance of the Strait of Hormuz, one of the world's most critical energy chokepoints. While the strait remains essential to global oil flows, Trisha highlights how Saudi Arabia and the United Arab Emirates have invested heavily in alternative export infrastructure, including pipelines to Yanbu and Fujairah, reducing some of the region's vulnerability during times of conflict. Why China Is the Most Important Energy Story in the World One of the central themes of the presentation is China's long-term energy security strategy. Trisha argues that understanding China is essential to understanding today's oil market. Beyond demand growth, China has spent years building strategic crude inventories, expanding refining capacity, increasing domestic production, and investing in power generation infrastructure designed to strengthen national resilience. She suggests that much of China's apparent oil demand growth may actually reflect large-scale stockpiling efforts, creating significant uncertainty around traditional demand estimates. Combined with China's continued reliance on coal, expanding electricity generation, and focus on industrial competitiveness, these policies reveal a country preparing for long-term strategic challenges rather than short-term market fluctuations. Energy Transition Narratives Meet Reality The discussion also tackles broader energy policy debates, including the role of coal, natural gas, renewables, and electricity markets. Trisha challenges many prevailing energy-transition assumptions, arguing that energy security and reliability remain the foundation of economic growth and national security. She points to China's continued expansion of coal-fired generation alongside renewable development as evidence that reliable baseload power remains indispensable. The conversation explores how rising electricity demand from artificial intelligence, data centers, manufacturing, and electrification is creating new pressures on power grids throughout the United States and Europe. According to Trisha, years of underinvestment in dispatchable generation, transmission infrastructure, and permitting reform have created vulnerabilities that policymakers can no longer ignore. The Resilience of U.S. Shale The episode concludes with an in-depth assessment of the U.S. shale industry and the future of American energy production. Despite recurring claims that U.S. shale growth has peaked, Trisha highlights continued productivity improvements across the Permian Basin, including longer laterals, stronger completion techniques, and operational efficiencies that continue to surprise forecasters. She also discusses the growing importance of natural gas infrastructure, LNG exports, and pipeline takeaway capacity as critical components of America's energy future. While constraints remain, particularly in natural gas transportation, Trisha argues that the U.S. oil and gas sector remains one of the country's greatest strategic advantages. Whether you're an energy executive, investor, policymaker, or industry professional, this episode offers a timely and data-driven examination of the forces shaping oil markets, power systems, and global energy security in an increasingly uncertain world.
Der wöchentliche Podcast [NZZ Geopolitik](https://www.nzz.ch/podcast/geopolitik) ist diesen Sonntag zu Gast hier bei NZZ Akzent. Wenn dir das Format gefällt: Eine neue Folge von NZZ Geopolitik erscheint immer mittwochs auf deiner Lieblingsplattform. Abonnier uns gerne. Und darum geht es diesmal: Der brüchige Waffenstillstand im Krieg gegen den Iran zwingt die Golfstaaten zu einer radikalen Neuausrichtung ihrer Aussen- und Sicherheitspolitik. Nach den iranischen Angriffen auf den strategisch wichtigen Hafen von Fujairah in den Vereinigten Arabischen Emiraten wird deutlich, dass die traditionelle Pendelpolitik der Golfmonarchien an ihre Grenzen stösst. Das historische Novum, dass das israelische Iron-Dome-System erstmals in einem arabischen Staat zum Einsatz kommt, signalisiert eine tiefgreifende Veränderung der regionalen Dynamiken. Gleichzeitig wächst am Golf die Frustration über den langjährigen Sicherheitsgaranten USA. Die Herrscherhäuser stehen vor der Herausforderung, ihre ambitionierten wirtschaftlichen Modelle und die gesellschaftliche Resilienz in Zeiten kriegerischer Konflikte aufrechterhalten zu müssen. Welche Rolle die Rivalitäten zwischen Abu Dhabi und Riad spielen und warum der opportunistische Pragmatismus der Region dennoch bestehen bleibt, analysiert diese Episode Heutiger Gast: [Dr. Sebastian Sons ](https://carpo-bonn.org/uber-uns/team/team/dr-sebastian-sons) Host: David Vogel Du hast schon ein NZZ-Abo und willst NZZ Pro zusätzlich bekommen. Das Angebot dafür findest du [hier](https://abo.nzz.ch/23055512-2/). Du hast noch kein NZZ-Abo und willst Premium-Abonnent werden? Dann [hier ](https://abo.nzz.ch/23055513-2/)entlang. Übrigens: Alle NZZ-Podcast und Artikel kannst du jetzt auch unterwegs im Auto hören – mit Apple CarPlay oder Android Auto. Wie's funktioniert, erfährst du [hier](https://go.nzz.ch/carplay). Fragen? Feedback? Das NZZ Geopolitik-Team erreichst du unter geopolitik@nzz.ch.
20 May 2026. The focus now turns to how the trains will fast-track tourism and transform the surrounding area. Georgia Tolley has been talking to Etihad Rail’s Executive Director of Commercial about how it’ll be a catalyst for growth. Plus, AED 62 billion. 22 million square feet. Right next to what will become the world’s largest airport. We find out what’s being built with the CEO of Dubai South. ADNOC Distribution is tying up with Americana to bring 200 quick-service restaurants to its service stations - we find out more with Jacqueline El Boghdadi, CMO at ADNOC Distribution. And finally, still thinking of a staycation for Eid? We find out what’s left, where to go and what it’ll cost you up north with Phillipa Harrison, CEO of Ras Al Khaimah Tourism Development Authority. See omnystudio.com/listener for privacy information.
18 May 2026. ADNOC has announced it is accelerating construction of its West-East pipeline. The project, now expected online in 2027, will run from Abu Dhabi to Fujairah and double export capacity, allowing the UAE to bypass the Strait of Hormuz entirely. But with the UAE now out of OPEC, what does it also mean for expanding production capacity? Economist Daniel Richards with his view. Plus, three years of free fuel and cars moving by rail - two big moves from Al Masaood Automobiles. Why buy a car when you can subscribe to one? Swapp on the $20 million bet behind car subscriptions in the UAE. And after the Trump-Xi summit and with the Strait still under pressure, CSC Commodities on where oil markets actually go from here.See omnystudio.com/listener for privacy information.
In today's episode of Trending Middle East, world leaders condemn a drone attack near the UAE's Barakah nuclear power plant after authorities intercept two drones and report a fire outside the site's inner perimeter. Saudi Arabia also intercepts drones entering its airspace from Iraq, as Gulf states warn they reserve the right to respond to threats against their security. In Washington, US President Donald Trump is expected to convene his national security team as tensions with Iran continue to rise and diplomatic and military options remain under discussion. Great Britain deploys a new low-cost anti-drone missile system for RAF operations in the Gulf, aimed at countering Iran-linked drone attacks. And Sharjah and Oman launch a new logistics corridor to ease trade disruption linked to the Strait of Hormuz crisis, while Adnoc expands pipeline capacity through Fujairah. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
- Esperan mayor movimiento telúrico y se plantea necesidad de fortalecer los códigos de construcción - El Nuevo Día No hay construcción de vivienda para clase media - El Nuevo DíaNueva ley de Jorge Navarro limita la protesta y las impugnaciones en los tribunales - El Nuevo DíaProtestas arrancan en Cuba por apagones de 22 horas diarias - Reuters En estado crítico las reservas de petróleo del mundo - IEA Venus Gardens el ejemplo de todo PR con las escuelas y la reubicación de maestros - El Nuevo DíaNo causa y denegada orden de protección en caso de vecinos tras asesinato de Roberto Viqueira - WAPA China se preparó con almacenes luego de ver que Trump sacó a Maduro previendo que Irán era el próximo Semáforo Eliezer Molina cambiaría el juego si corre para la gobernación - Jay Fonseca Premium PIden órdenes de protección vecinos que ya se mataron anteriormente - El Nuevo Día La Junta dice que la cosa está mala, pero el gobierno dice que está todo bien - El Vocero Esperan 18% menos boricuas en los próximos años - El Vocero Pronostican subide inflación en PR - El Vocero Otro buque comercial fue tomado cerca de Fujairah camino a aguas iraníesXi le advirtió que un mal manejo del tema de Taiwán "puede llevar a choques o incluso conflicto".La Cámara vota hoy la resolución sobre los poderes de guerra en Irán. La guerra ya costó $29 mil millones y la Casa Blanca todavía no ha mandado el suplemental - Bloomberg Semáforo dice que los CEOs están negociando acceso al mercado chino con la diplomacia de Trump como palanca. Es geopolítica con cara de Silicon Valley.Alexandria Ocasio Cortez como candidata a presidencia de USA sale como tercera favorita - Polymarket Cogen negocio robándose la luz - Metro Van a reparar el Paseo Tablado con 25 millones de inversión comenzando a finales del año - El Nuevo Día UPRM vuelve a labores presenciales - Metro Honda pierde dinero por primera vez desde 1957 tras tener que reducir su inversión en carros eléctricos - FT LOS DATOS DEL DÍABrent: $105.87/barril (+0.22%) — sigue arriba 64% interanual por la guerra con IránDiésel mayorista PR (DACO): $1.247–$1.387/litroGasolina regular PR (DACO): 115.7–120.7¢/litro (subió 54.6% desde febrero)S&P 500: 7,444.26 — nuevo récord históricoDow Jones: 49,761 (+0.11%)Bono 10Y del Tesoro: 4.48% — el más alto en 10 mesesEuro/USD: 1.17Gas natural Henry Hub: $2.84/MMBtu (-0.18%)Tasa hipotecaria 30Y: 6.45%#universalinsurance#incluyeauspicio
On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank,Cavas Ships podcast co-host Chris Servello; former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss what's next for the Iran war as Tehran and Washington continue talks while exchanging fire that damaged cargo ships in the Strait of Hormuz and the UAE's key oil port at Fujairah; Washington's Project Freedom mission to escort ships through the strait; Israel's continuing strikes on Lebanon; how the energy crisis precipitated by the war shaped the European Political Community summit in Yerevan and the ASEAN meeting in the Philippines; Ukraine gains the upper hand with strikes deep into Russia as Moscow prepares to commemorate Victory Day and Russians grow increasingly frustrated with the war; President Trump threatens European allies with a 25 percent tariff on cars if the EU doesn't approve a trade pact by July 4; analysis of the administration's decision to cut 5,000 of 36,000 American troops from Germany and threat to pare back US forces from Italy and Spain as well; what to expect when Trump and Xi Jinping meet in Beijing; Japanese Prime Minister Sanae Takaichi's visit to Australia and Vietnam as Tokyo considers exporting used warships to the Philippines; and North Korea's new constitution that drops reuniting with the south as a goal.
08 May 2026. Emirates Group and Emirates Airline have both reported record profits and revenues for the financial year ending March 2026, despite the disruption of the conflict. Aviation expert Nick Humphrey joins us to break down the numbers. Plus, DP World is offering war risk insurance, filling a gap for companies unable to get coverage. Insurance expert Sanjay Babur from Cosmos Insurance Brokers joins us on what the market needs right now. Parsons is taking a key role in getting the Dubai Loop started and we speak to their regional infrastructure president Pierre Santoni. Abu Dhabi's $57 billion infrastructure pipeline stays on track despite regional uncertainty. H.E. Mohamed Husain Khalifa Alsuwaidi from ADPIC joins us on which major projects are still moving. And Etihad WE has just signed an AED 1 billion deal to build a new desalination plant in Fujairah. Eng. Mohammed Al Shehhi, CEO of the development and investment arm of EtihadWE, tells us what that means for the Northern Emirates. See omnystudio.com/listener for privacy information.
Die Verenigde Arabiese Emirate sê Iran se missiel- en hommeltuigaanvalle op sy buurlande en die teiken van handelskepe in die Straat van Hormuz is onwettig en roekeloos. Sy lugverdedigingstelsels het Maandag 12 Iranse ballistiese missiele, drie kruisermissiele en vier hommeltuie onderskep. 'n Brand het in die Fujairah-oliebedryfsone uitgebreek en drie burgerlikes beseer. Die VAE se ambassadeur by die Verenigde Nasies, Mohamed Abushahab, sê die aanvalle bedreig internasionale vrede en veiligheid:
Welcome to The Daily Wrap Up, an in-depth investigatory show dedicated to bringing you the most relevant independent news, as we see it, from the last 24 hours (5/6/26). As always, take the information discussed in the video below and research it for yourself, and come to your own conclusions. Anyone telling you what the truth is, or claiming they have the answer, is likely leading you astray, for one reason or another. Stay Vigilant. !function(r,u,m,b,l,e){r._Rumble=b,r[b]||(r[b]=function(){(r[b]._=r[b]._||[]).push(arguments);if(r[b]._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m)[0],l.async=1,l.src="https://rumble.com/embedJS/u2q643"+(arguments[1].video?'.'+arguments[1].video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify([].slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble"); Rumble("play", {"video":"v77b5fu","div":"rumble_v77b5fu"}); Source Links (In Chronological Order): Screen Shot 2026-04-30 at 1.30.25 PM copy.jpg (1280×350) IMA: How to Deal With Authorities – #SolutionsWatch - The Last American Vagabond How to Deal With Authorities - #SolutionsWatch | The Corbett Report Derrick Broze Interview - The Zampolli-Melania Pact Allegations & It's Geopolitical Implications (1) Derrick Broze on X: "Well, now @AMBZAMPOLLI is threatening @anthon7yandrews with a cease and desist letter for speaking about Paolo's connections to Epstein and the talk of a pact with Melania. Keep sharing his posts and my recent article on the situation. I'll be on Redacted today talking about" / X New Tab Trump Admin Closes Watchdog Office For Immigration Detention Abuses | HuffPost Latest News FBI probing leaks to journalist who wrote explosive article on Kash Patel, sources say Kash Patel's Atlantic Lawsuit Is Already Backfiring | The New Republic (7) Kenneth Roth on X: "Trump blocks visas for Costa Rica's leading newspaper because it broke a sexual abuse scandal involving the country's current president, who is a Trump ally. https://t.co/sij578FiDA" / X (7) jeremy scahill on X: "Stripping Iranian officials of verification is insane, particularly considering the way X is used as part of the diplomatic process in this war. This encourages fake news, of course, but also part of a broader censorship campaign waged by the self proclaimed free speech warrior" / X (7) The Last American Vagabond on X: "@RandPaul @Ali3nInvAd3r So after Fauci isn't held accountable? How does that work. Also, the truth came out a long time ago." / X (9) The Last American Vagabond on X: "Watch as this admin (and the rest of whatever this US government is) fails to hold Fauci accountable despite all the promises." / X (7) Rand Paul on X: "David Morens, Dr. Fauci's top adviser, was indicted, but Fauci himself still walks free. The DOJ has 5 days to indict Fauci before the statute of limitations runs out. The clock is ticking. Justice cannot wait." / X (7) TruthShines4Eva on X: "@TLAVagabond Trump gave him a medal. Trump never fired him. And worse: in 2017 Trump's NIH lifted Obama's ban on Fauci's genocidal gain-of-function research
Episode 104 opens with the global energy crisis coming into sharp focus. Kuwait exported zero barrels of oil in April for the first time since 1991, global inventories are heading toward all-time lows, and market analysts are projecting oil prices well above $150 a barrel within weeks. Ghost plays a newly surfaced Soleimani lecture from the 1990s where the IRGC commander taught officers the exact asymmetric warfare strategy now playing out in the Strait of Hormuz, and connects it to Trump's understanding of the Iranian playbook. The ceasefire holds in name only as the US launches Project Freedom convoy operations, Iran attacks the UAE for two consecutive days including a strike on the Fujairah oil port, and Iran releases an expanded maritime control map. Ghost then tracks the UAE banking crisis, capital flight, and Trump's currency swap discussion alongside the Sharjah independence rumors circulating widely on social media. The episode closes with Israel's political opposition consolidating against Netanyahu, the ex-Shin Bet chief calling him dangerous, and Smotrich publicly attacking the Bennett/Lapid coalition.
In today's episode of Trending Middle East, the US pauses its “Project Freedom” escort mission in the Strait of Hormuz while maintaining its naval blockade on Iran, as mediation continues through Pakistan. We also look at a new UN Security Council resolution drafted by the US and Gulf states aimed at protecting shipping routes and removing sea mines from the waterway. In Washington, Secretary of State Marco Rubio says a peace deal between Lebanon and Israel appears achievable, despite continued attacks between Hezbollah and Israeli forces. In the UAE, President Sheikh Mohamed praises the Armed Forces ahead of the 50th anniversary of their unification, following missile and drone attacks linked to the Iran conflict. And in Fujairah, the first completed Etihad Rail passenger station is unveiled ahead of the launch of passenger services later this year. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
The ceasefire between the US and Iran is being tested after both sides fired shots in the Strait of Hormuz, prompting President Donald Trump to decline to say if the truce remains in place. In addition, the United Arab Emirates, a US ally, said that its air defenses “engaged” 19 Iranian missiles and drones and that a drone attack caused a fire at an oil port in the Fujairah region. Learn more about your ad choices. Visit podcastchoices.com/adchoices
//The Wire//2300Z May 04, 2026// //ROUTINE// //BLUF: VBIED ATTACK CONDUCTED IN OREGON. NAVCENT PUBLISHES TRANSIT PLAN FOR VESSELS IN STRAIT OF HORMUZ, WITH MIXED SUCCESS. IRAN CLAIMS TO TARGET US NAVY "PATROL BOAT" IN STRAIT OF HORMUZ, CENTCOM CLAIMS TO SINK 6X IRANIAN GUNBOATS IN GULF. VEHICLE RAMMING ATTACK REPORTED IN GERMANY.// -----BEGIN TEARLINE----- -International Events-Strait of Hormuz: Major developments have taken place in the Strait over the weekend. Last night, President Trump announced the creation of "Project Freedom", a plan to allegedly "guide" third-party commercial ships out of the Persian Gulf, so as to at least get non-affiliated ships out of the combat zone for humanitarian reasons. Today, the details of the plan became more clear, and it also became clear that the Iranians did not agree with this plan, nor were they notified ahead of time. Early this morning, the United States revealed that the plan was actually the publishing of an alternate traffic scheme for merchant vessels to transit the Strait using Omani territorial waters. Immediately after this plan was published, two merchant vessels made the crossing attempt, both of which were either struck with Iranian cruise missiles or drones. Later on, a third vessel was reportedly on fire in the Strait, though the cause of the fire is not yet known. Following this incident, the IRGCN released a new map of the Strait, with two no-go barriers depicted to the east and west, further stressing that the Strait is closed. At some point throughout the day, the United States has claimed that two unidentified vessels were able to make it out of the Gulf, though the names of these vessels have not been released yet.Separately, kinetic targeting between the United States and Iran appears to have resumed on the high seas. After the United States announced the implementation of Project Freedom, US Forces conducted kinetic strikes on 6x Iranian gunboats patrolling either the Strait of Hormuz, or the Persian Gulf itself.On the Iranian side, the IRGCN have claimed to have targeted what they describe as an American Patrol Boat with two cruise missiles during the earlier strikes on merchant vessels. The Iranians claim that these missiles were not targeting the vessel, but were serving as warning shots to prevent the US vessel from proceeding further.Analyst Comment: Due to the linguistic and cultural barrier, all Middle Eastern nations tend to use doctrinally incorrect terminology when referring to American warships. In this case, "patrol boat" might not refer to an actual Riverine Command Boat (RCB), but might refer to a Destroyer (DDG) or maybe a Littoral Combat Ship (LCS). CENTCOM issued a carefully worded statement confirming that a ship had not been hit, but did not address the claims directly. On the other hand, the Iranians have been known to make outlandish claims regarding the targeting of American warships, so it's equally possible that the Iranians tried to sink the vessel, then claimed that the missiles were "warning shots", so as to save face from successful interceptions. However, last night the sky over Hormuz was filled with munitions, and multiple hulls are burning in the Strait as of this morning, so out of all of the prior claims made by the Iranians, this one is the most plausible situation where the Iranians might have actually come close to hitting an American vessel.United Arab Emirates: After this morning's scuffle in the Strait, four Iranian drones/cruise missiles were reported in Fujairah, as Iranian forces targeted the large oil refinery complex which has been used to circumvent the need for merchant tankers to transit the Strait. The UAE indicated that three of these munitions were intercepted, but one made it through to it's target, with several large fires being reported at the refinery this afternoon. In response to these attacks, the UAE has begun to re
US equity futures are firmer with S&P up. Bonds mostly firmer. US 10-year steady at 4%. Bund down 2 bps. In contrast, Gilt yields 8bps higher. Dollar is mostly higher, with biggest move versus Aussie. Crude is pulling back after rallying on Monday on hawkish Middle East developments. Gold is firmer. Industrial metals are higher. Bitcoin is firmer. Focus remains on developments in Middle East. Downbeat risk sentiment amid flare-up in Middle East tensions after US and Iran traded fire in Strait of Hormuz as US-launched "Project Freedom" to aid shipping through the waterway. UAE's Fujairah port and oil tankers were also hit, contributing to surge in crude oil. Developments underlined fragility of ceasefire with two sides still no closer to an agreement to end hostilities. Companies Mentioned: Lattice Semiconductor, National Health Investors, Fidelity National Information Services
This segment features Fox News correspondent Lucas Tomlinson reporting live from Dubai, detailing escalating military and economic tensions in the Strait of Hormuz as U.S. and allied forces enforce a blockade on Iranian shipping while escorting commercial vessels through the region. Tomlinson describes Iranian missile and drone attacks on UAE infrastructure, including a strike on the Fujairah oil terminal, alongside U.S. destroyer and air support operations that neutralized Iranian small boat threats. He explains the strategic importance of reopening the strait amid stalled nuclear negotiations, Iran's demand for sanctions relief, and ongoing uncertainty around a ceasefire. The discussion also highlights regional ripple effects in tourism, business disruptions in Dubai, and UAE's growing alignment with U.S. and Israeli interests following its departure from OPEC dynamics, framing the conflict as both a military standoff and a high-stakes global energy and geopolitical realignment. Hashtags: #LucasTomlinson #StraitOfHormuz #IranCrisis #UAE #Dubai #OilMarkets #USMilitary #NuclearTalks #OPEC #MiddleEastConflict
What a wild day on the News Desk. President Trump ordered the U.S. Navy to escort ships through the Strait of Hormuz, and Iran started lobbing drones and missiles around. Bagdad Bob showed up in Iran and claimed that they hit a US ship, but they did not.It will be interesting to see what the breaking point of the Gulf Nations is, and when they start attacking Iran's oil infrastructure. The drone strikes were on the pipeline that bypasses the Strait of Hormuz, and it was not damaged too badly. We are currently trying to obtain the assessments. 1. Middle East Geopolitical Tensions & Energy SecurityIran's drone strikes on UAE: A drone strike hit the Fahoya Oil Institute Zone in the UAE, originating from Iran, causing a fire with no injuries reportedStrategic implications: The strike occurred within drone distance of the Strait of Hormuz, a critical chokepoint for global oil suppliesU.S. military response: Project Freedom launched to escort tankers through the Strait; approximately 150 tankers are waiting to transit2. Global Oil & Energy MarketsSupply disruptions: ~9-8 billion barrels of oil are missing from the market, which theoretically should push oil prices to $140, but they're trading around $113-117Physical vs. paper prices: A critical mismatch exists between physical delivery prices ($147-200) and paper prices, which will eventually convergeTanker movements: Russian oil arriving in Japan; Iraqi/Iranian oil arriving in California3. Energy Geopolitics & Currency DynamicsUAE leaving OPEC: The UAE is pursuing currency swap agreements with the U.S., signaling a shift toward petrodollar trading relationshipsStrategic alliances: Japan's Prime Minister securing Russian energy supplies; Italy deepening ties with Azerbaijan for natural gasU.S. petrodollar dominance: Discussion of how the U.S. maintains control over major oil-producing nations through currency arrangements4. Renewable Energy & Infrastructure ChallengesOffshore wind project disputes: GE-Vernova challenging Vineyard Wind's claims, highlighting subsidy dependency and profitability concernsItaly's energy mix: 35% natural gas, 41% renewables (but unreliable at night due to storage limitations)Subsidy concerns: Without subsidies, renewable projects become unprofitable5. EV Market Correction & ManufacturingNissan's pivot: Abandoning EV production in favor of trucks and SUVs due to waning demandU.S. manufacturing resurgence: Manufacturing jobs returning to the U.S., particularly in MississippiConsumer preferences: Americans prefer traditional vehicles for long-distance driving6. Corporate Performance & Stock AnalysisCaterpillar's strong earnings: Q1 2026 sales up 22% to $17.4 billion; profits up 30%, driven by AI data center demandEnergy sector stocks: Analysis of Cheniere Energy, Valero, and ExxonMobil trading patternsMarket uncertainty: Sideways trading as investors assess geopolitical impacts7. California Energy Policy CritiqueRegulatory barriers: Governor Newsom's policies making it expensive to drill domestically, forcing California to import crude from Iraq/Iran and BrazilPermitting delays: Only 4 permits issued for 2,000 planned wells as of May 5thEnvironmental irony: Domestic restrictions leading to increased rainforest destruction in BrazilThis is a comprehensive energy news briefing covering geopolitical risks, market dynamics, policy impacts, and corporate performance in the energy sector.1.Fujairah confirms FOIZ fire after drone strike, and Gulf States may prepare a response2.U.S. Military Supports Launch of Project Freedom in Strait of Hormuz3.UAE Leaving OPEC and Talking with US about Currency Swap: What Does That Mean?4.Russian Oil Arrives in Japan Amid Supply Strains5.Italy Looks for Closer Ties with Azerbaijan in An Energy Push6.Italy Looks for Closer Ties with Azerbaijan in An Energy Push7.GE Vernova Challenges Vineyard Wind's Claims of Harm8.Reality Just Slammed into Nissan: They Ditch EVs and Redirect Focus to Trucks, SUVs in Mississippi9.CAT has positive earnings and a path for growthCheck out https://theenergynewsbeat.substack.com/p/levelised-cost-of-energy-models-areCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
VOV1 - Không ngoài lo ngại của giới phân tích, căng thẳng đã leo thang trở lại tại khu vực vùng Vịnh trong ngày đầu hải quân Mỹ triển khai chiến dịch giải cứu các tàu bị mắc kẹt ở eo Hormuz. Theo báo cáo mới nhất, chỉ trong ngày hôm 4/5, Iran đã tiến hành 4 đợt tấn công tên lửa và máy bay không người lái vào UAE, bước leo thang chưa từng có kể từ khi lệnh ngừng bắn Mỹ - Iran có hiệu lực ngày 8/4.Thông báo đêm qua của Bộ Quốc phòng UAE cho biết, trong ngày 4/5, hệ thống phòng không UAE đã đánh chặn tổng cộng 12 tên lửa đạn đạo, 3 tên lửa hành trình và 4 máy bay không người lái xuất phát từ lãnh thổ Iran. Đây là lần đầu tiên kể từ khi lệnh ngừng bắn Mỹ-Iran có hiệu lực hôm 8/4, Iran phóng tên lửa và máy bay không người lái về phía UAE. Các cuộc tấn công khiến 3 công dân Ấn Độ bị thương và gây ra một vụ cháy lớn tại cảng dầu mỏ Fujairah. Bộ Giáo dục UAE chiều qua thông báo toàn bộ các trường học ở nước này chuyển sang hình thức dạy trực tuyến bắt đầu từ hôm nay đến hết ngày 8/5. Truyền hình Nhà nước Iran tối qua khẳng định nước này không có kế hoạch tấn công UAE, bao gồm cảng dầu mỏ Fujairah. Nguồn tin nhấn mạnh những gì xảy ra tại cảng Fujairah là hậu quả của việc quân đội Mỹ phớt lờ cảnh báo của Iran và cố tìm cách mở lối đi cho các tàu vượt qua eo biển Hormuz một cách bất hợp pháp. Trước đó, hãng thông tấn Tasnim có quan hệ mật thiết với Vệ binh Cách mạng Hồi giáo Iran (IRGC) cảnh báo rằng UAE không nên trở thành “đồ chơi của Israel”. Theo nguồn tin, Iran sẽ đối xử với UAE như một phần của Israel, nếu Abu Dhabi tiến hành “hành động thiếu khôn ngoan”.Cùng ngày, một quan chức an ninh cấp cao Iran cũng cảnh báo các tàu của Mỹ sẽ trở thành mục tiêu tấn công, nếu chúng cố tình tiến vào eo biển Hormuz.Về phía lực lượng Mỹ, Tư lệnh Bộ Chỉ huy Trung tâm Mỹ đặc trách khu vực Trung Đông (CENTCOM), Đô đốc Brad Cooper tối qua cho biết: trong quá trình triển khai chiến dịch giải phóng tàu thuyền đi qua eo Hormuz, hải quân Mỹ đã phá hủy 6 chiếc xuồng nhỏ của Iran, đồng thời đánh chặn các tên lửa hành trình và máy bay không người lái của Tehran. Tuy nhiên, thông tin này đã bị truyền thông và quân đội Iran bác bỏ.Trước đó, CENTCOM thông báo có 2 tàu khu trục mang tên lửa của Mỹ đã di chuyển qua eo Hormuz vào vịnh Ba Tư, đồng thời 2 tàu thương mại mang cờ Mỹ đã rời vịnh Ba Tư ra bên ngoài một cách an toàn. CENTCOM cùng ngày cũng khẳng định đã ngăn chặn và điều hướng con tàu thứ 50 liên quan Iran định tìm cách vượt qua phong tỏa của hải quân Mỹ trong khu vực. Trong một diễn biến đáng chú ý liên quan, quân đội Israel tối qua thông báo các lực lượng vũ trang nước này đang được đặt trong tình trạng báo động cao với khả năng chiến tranh Iran bùng phát trở lại, do căng thẳng leo thang giữa Washington và Tehran tại eo Hormuz. Trước đó, một số quan chức an ninh Israel nhận định xung đột có thể tái phát đầu tuần này, trong bối cảnh đàm phán Mỹ-Iran vẫn bế tắc và đối mặt nguy cơ đổ vỡ.Israel đã cùng Mỹ phát động cuộc chiến vào Iran từ ngày 28/2, viện lý do loại bỏ mối đe dọa hạt nhân và tên lửa từ Tehran.Bá Thi/VOV- CairoTải vềPlayMuteRemaining Time -2:11UAE cho biết hệ thống phòng không đã đánh chặn tên lửa và máy bay không người lái khi các chuyến bay bị chuyển hướng (ảnh: Reuters)
These are the top headlines from Arab News, the Middle East's leading English-language daily, at 6am GMT. - SaudiArabia's crown prince condemns attacks on UAE in call with emirates president intercepts Iran missiles; drone strike sparks Fujairah oil facility fire - US intelligence indicates limited new damage to Iran's nuclear program - Lebanese president says security deal with Israel must come before Netanyahu meeting - Turkiye says world should prepare for energy crisis over Iran war lasting longer - Gulf in Crossfire: #CAABU and Arab News discuss Iran war at London talk Check out the latest updates on arabnews.com
In today's episode of Trending Middle East, tensions are rising around the Strait of Hormuz after renewed Iranian attacks on the UAE, drawing widespread international condemnation. We look at the UAE's response, including intercepted missiles and drone strikes that caused damage in Fujairah, as officials warn the country will not be intimidated. In the Strait of Hormuz, maritime incidents continue, with reports of vessel strikes and disruptions following the US announcement it would escort stranded ships through the waterway. The impact of the escalation is being felt more widely, with oil prices shifting, flights stabilising after limited disruption, and schools in the UAE moving to distance learning as a precaution. Trending Middle East is AI-assisted, using original reporting published in The National and curated and edited by humans.
Iran has attacked a UAE petroleum site in Fujairah, just days after the United Arab Emirates announced it was leaving OPEC. As the Strait of Hormuz crisis deepens and oil prices keep rising, could this accelerate the shift to renewables, or are we heading into an era of energy volatility? In this episode: Jim Krane (@jimkrane), Co-director of the Middle East Energy Roundtable, Rice University’s Baker Institute for Public Policy Episode credits: This episode was produced by David Enders and Sarí el-Khalili with Chloe K. Li, Catherine Nouhan, Tuleen Barakat, and our guest host, Kevin Hirten. It was edited by Tamara Khandaker. Our sound designer is Alex Roldan. Our video editors are Hisham Abu Salah and Mohannad al-Melhem. Alexandra Locke is The Take’s executive producer. Connect with us: @AJEPodcasts on X, Instagram, Facebook, and YouTube
The UAE exits OPEC and that means it no longer has limits on oil production. Effective immediately, they can start pushing oil to the Fujairah port terminal, which is beyond the Hormuz chokepoint. We also learn that the U.S. Treasury Secretary Scott Bessent said on Wednesday that several allies in the Gulf region and in Asia, have requested a currency swap from the United Stated to help deal with energy shocks and other fallouts from the Middle East War. 00:00 Intro 01:06 UAE Pulls out of OPEC 09:08 Exposure Transfer 12:08 Storm Judgement Revival 13:05 End of Petrodollar
The UAE exits OPEC and that means it no longer has limits on oil production. Effective immediately, they can start pushing oil to the Fujairah port terminal, which is beyond the Hormuz chokepoint. We also learn that the U.S. Treasury Secretary Scott Bessent said on Wednesday that several allies in the Gulf region and in Asia, have requested a currency swap from the United Stated to help deal with energy shocks and other fallouts from the Middle East War. 00:00 Intro 01:06 UAE Pulls out of OPEC 09:08 Exposure Transfer 12:08 Storm Judgement Revival 13:05 End of Petrodollar
The UAE exits OPEC and that means it no longer has limits on oil production. Effective immediately, they can start pushing oil to the Fujairah port terminal, which is beyond the Hormuz chokepoint. We also learn that the U.S. Treasury Secretary Scott Bessent said on Wednesday that several allies in the Gulf region and in Asia, have requested a currency swap from the United Stated to help deal with energy shocks and other fallouts from the Middle East War. 00:00 Intro 01:06 UAE Pulls out of OPEC 09:08 Exposure Transfer 12:08 Storm Judgement Revival 13:05 End of Petrodollar
The UAE exits OPEC and that means it no longer has limits on oil production. Effective immediately, they can start pushing oil to the Fujairah port terminal, which is beyond the Hormuz chokepoint. We also learn that the U.S. Treasury Secretary Scott Bessent said on Wednesday that several allies in the Gulf region and in Asia, have requested a currency swap from the United Stated to help deal with energy shocks and other fallouts from the Middle East War. 00:00 Intro 01:06 UAE Pulls out of OPEC 09:08 Exposure Transfer 12:08 Storm Judgement Revival 13:05 End of Petrodollar
These are the top headlines from Arab News, the Middle East's leading English-language daily, at 6pm GMT. - #UAE intercepts #Iran missiles; drone strike sparks Fujairah oil facility fire - #US asserts control of HormuzStrait amid naval blockade claims - UAE and Arab allies condemn attack on ADNOC-linked tanker MV Baraka - Oman coastal building hit in strike; two expatriates injured - Lebanon split persists as leadership rejects talks amid rising casualties Check out the latest updates on https://arabnews.com
** VIDEO EN NUESTRO CANAL DE YOUTUBE **** https://youtube.com/live/hJFxGKRP_XE +++++ Hazte con nuestras camisetas en https://www.bhmshop.app +++++ En este episodio urgente de ¿HABLAMOS? analizamos con rigor y sin filtros la nueva escalada en el Golfo Pérsico: Irán ha roto el frágil alto el fuego de abril y ha lanzado una oleada de misiles balísticos y drones contra objetivos en los Emiratos Árabes Unidos (instalaciones de Fujairah, buques de ADNOC y zonas próximas a Dubái). Mientras tanto, el presidente Donald Trump activa el Project Freedom y lanza un ultimátum claro: o se garantiza la libertad de navegación en el Estrecho de Ormuz o se aplican medidas contundentes. El tráfico marítimo se ha reducido a un goteo, Irán mantiene su esquema de separación de tráfico y un petrolero sancionado (NOOH GAS) intenta cruzar bajo la mirada de la US Navy y CENTCOM. ------------------------------------- LIBRO "UN MUNDO CONVULSO" ** https://amzn.to/4s6UrRc ** Firmado y dedicado en https://franciscogarciacampa.com/libros/ ------------------------------------- Enfoque histórico y geopolítico Este conflicto no surge de la nada. Es el mismo patrón que vimos en la Guerra de los Tanqueros (1980-1988) durante la guerra Irán-Irak: ataques sistemáticos a la navegación civil, minas en Ormuz y la necesidad de que EE.UU. interviniera con la Operación Earnest Will. Hoy, como entonces, quien controla Ormuz controla casi el 20 % del petróleo mundial. Irán vuelve a apostar por la guerra asimétrica (drones, misiles antibuque y lanchas rápidas) contra un aliado clave de Occidente como los EAU. ¿Irán está forzando una negociación o realmente busca escalar? ¿El ultimátum de Trump y Project Freedom consolidarán el orden marítimo o provocarán una respuesta mayor? ✅ En este vídeo encontrarás: • Análisis en tiempo real de los ataques a Emiratos • Explicación detallada del Project Freedom y el bloqueo naval • Contexto histórico de la Guerra de los Tanqueros • Posibles escenarios y consecuencias geopolíticas • Visión objetiva, rigurosa y sin dogmas Si te gusta la historia militar, la actualidad y la geopolítica con rigor y cercanía, este es tu canal. Dale LIKE si quieres más análisis sin filtros SUSCRÍBETE y activa la campanita para no perderte ningún ¿HABLAMOS? Déjame tu opinión abajo: ¿crees que Irán está rompiendo deliberadamente el alto el fuego o responde a una provocación? ¡Nos leemos en los comentarios con respeto y argumentos! #Bellumartis #Irán #Emiratos #Trump #Ormuz #ProjectFreedom #Geopolitica #HistoriaMilitar #AltoElFuego #golfopérsico 00:00 Introducción y análisis de la ruptura del alto el fuego por parte de Irán. 05:30 El ataque con misiles y drones contra los Emiratos Árabes Unidos: Implicaciones regionales. 15:45 El ultimátum de Trump: ¿Hacia una escalada mayor en el Golfo? 25:20 Amenazas navales y la respuesta de las potencias internacionales. 38:10 Geopolítica del petróleo y la postura de los países árabes ante el conflicto. 50:00 Preguntas de la audiencia y debate en directo: "¿Hablamos?".
O Irã "redefiniu a zona de controle" no Estreito de Ormuz, estendendo-se do Monte Mobarak até Fujairah nos Emirados.
Producers for MMO #211 Fiat Fun Coupon Producers Sam S. Of Bourblandia & Beargrass Nail Lord of Gaylord Trashman CBrooklyn112 Preator Wiirdo Of the Not So Flat Lands Booster Producers netnedfountain.fm | 10,000 | BAG DADDY BOOSTER! ericpp | 3,333 DarrenO | 3,170 DarrenO | 3,170 boolysteedfountain.fm | 2,222 djwfountain.fm | 1,976 Sir Jared of South Burien | 333 fairvoltyfountain.fm | 210 Piezfountain.fm | 121 NostrGangfountain.fm | 100 Creative Producers: Episode Artwork Dirty Jersey Did it Y'all Six Finger Salute End of Show Song Song: On the Offensive Artist: Tom From Texas Follow Us: X/Twitter MMO Show John Dan Youtube (while it lasts) MMO Show Livestream Rumble MMO Show Livestream Twitch MMO Show Livestream Shownotes: Dan's Sources Sable restarts pipelines as California leaders vow to fight back Joe Kent, director of National Counterterrorism Center, resigns over opposition to Iran war Maiduguri Bombings Kill Dozens | Nigeria Battles Suicide Attacks Amid Rising Violence | WION China overlooks Trump's demands for Hormuz strait, calls for all sides to de-escalate • FRANCE 24 French municipal elections set to test left's united front, right's cross-over appeal • FRANCE 24 Why the US wants to seize Iran’s Kharg Island | BBC News Iran threatens retaliation against US over Kharg Island attack Afghanistan Accuses Pakistan of Striking Drug Rehab Center| Pak Air Strikes in Kabul | WION Colombia's agriculture: Between tariffs and the search for new markets | DW News What can Europe do to reopen the Strait of Hormuz? | DW News Where does Germany stand on the Iran war? | DW News Sable restarts pipelines as California leaders vow to fight back Joe Kent, director of National Counterterrorism Center, resigns over opposition to Iran war Maiduguri Bombings Kill Dozens | Nigeria Battles Suicide Attacks Amid Rising Violence | WION John's Shownotes Iran Iran War Update CBS Tom Karako Munitions Bloomberg Odd Lot Oil and Gas Map Bloomberg Planet Labs Delay Bessent Pulled from Interview 3/13 Bibi Truth or Fake Bibi Dead Huckabee Cameo Financial Iowa Farmer Situation CBS Iran Disrupts Fertilizer Supplies Al Jazeera Delay Effect on Soybean Price Pakistan Pakistan Attack on Kabul Africa Senegal Nationalizes LNG Operations Senegal Nationalizes Fertilizer Production Americas Trump on Cuba Weather Nebraska Wildfire Meteor in Cleveland
PODCAST LAS NOTICIAS CON CALLE DE 17 DE MARZO DE 2026 - Trump quiere tomar Cuba y dice que puede hacer lo que le de la gana con Cuba - Reuters Trump le ofrece la estadidad a Venezuela Ahora le quitaron la escolta a Wanda Vázquez, pero hay truco aquí Tribunal federal vuelve a ayudar a PR en caso de quiebra de la AEE y falla contra bonistas Hoy en la Guerra:Israel dice que mató al jefe de seguridad de IránSube el diesel a 5 dólares galónEmiratos árabes cierra espacio aéreo Trump insiste en tomar Kharg y que otros países ayuden a abrir Hormuz Iraq negocia con Irán para reabrir su ruta del petróleo China se montó con reservas por montones antes de la guerra de Irán Drone le dio a centro de producción petrolera en Fujairah de la UAE Le dieron a un tanquero y otros 6 tuvieron daños luego de ataques contra barcos en Omán y Hormuz Suspenden operación de puerto de la UAE tras ataque de dronesBangladesh cerró universidades Corea del Sur le puso un tope al precio de la gasolina Tailandia pidió trabajar remoto desde la casa filipinas pidió trabajar desde la casa y jornada de cuatro días Pakistán cerró escuelas y pidió a empleados públicos trabajar 4 díasAlemania, España e Italia le dijeron a Trump para ayudar en cuanto a reabrir el estrecho de Hormuz Sin licencia y sin escoltas Wanda Vázquez - WUNOCor3 pidió dispensa para contratar empresas vinculadas al director - Jay Fonseca Premium PR hoy se juega pase al mundial de basket femenino Demandan por cargo de las pensiones en la AEE - El Vocero Gobernadora dice pelea entre ella y TRS va a continuar - El Vocero Monetización de menores de edad pasa el Senado, medida obliga a reservar dinero para el menor - El Vocero No hay fondos para grupo anti corrupción - El Vocero Agreden a Jorge Santini y mandan a prisión al agresor - Noticel Pasan administración de las Cascadas a la misma empresa que administra en San Germán - Primera Hora Cuestionan la reforma de la policía - El Nuevo DíaPrecios de pasajes aéreos de disparan - El Nuevo Día No deciden si va o no va Francisco Domenech - El Nuevo DíaJusticia no va a apelar decisión de exonerar al enfermero en caso del biólogo - El Nuevo Día Con el auspicio de Universal Insurance
Iran sends drones to attack the UAE port of Fujairah in the Gulf of Oman, raising the stakes as Gulf states send their blocked crude through pipelines away from the contested Strait of Hormuz. We take a closer look. Also in this edition: central banks face a dilemma as high oil prices threaten to both rekindle inflation and slow global growth.
As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream oil production are now approaching 10 million barrels per day, 20% of the world's liquefied natural gas remains shuttered, and the Strait of Hormuz is effectively closed to normal maritime traffic. And while a historic 400-million-barrel release from the US Strategic Petroleum Reserve helped blunt oil prices from rising further over a hundred dollars per barrel, flow rate limitations mean such stockpiles may only meet one fifth of the ongoing daily disruptions. In this episode of the Iran Conflict Brief, host Daniel Sternoff sits down with Richard Nephew to give an update on the latest events in Iran. They provide an analysis of the ongoing military strikes, including the recent US targeting of Kharg Island and Iran's retaliation against the UAE's Fujairah port. Richard is a senior research scholar at the Columbia Center on Global Energy Policy and the author of The Art of Sanctions. Over the past two decades, he has held a range of senior roles in the US government, including deputy special envoy for Iran, principal deputy coordinator for sanctions policy at the Department of State, and director for Iran at the National Security Council. Credits: Hosted by Daniel Sternoff. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.
Global energy markets remain jittery after a drone strike at the UAE's Port of Fujairah forced a temporary halt in oil loading, raising concerns about the vulnerability of key Gulf export routes even as the Strait of Hormuz stays mostly closed. Meanwhile, the White House is seeking to assemble an international naval coalition to escort ships through the strait.In Japan, the nation's once-ubiquitous vending machines are in decline, with numbers down 23% since their 1985 peak of 2.2 million.
After President Trump said Iran seemed ready to make a deal to end the war but the terms weren't good enough, Tehran has been carrying out further missile and drone strikes on US allies across the Middle East. The Iranian foreign minister has denied that Iran has targeted civilian or residential areas in the Middle East - only US military targets. And he said the war would end when Iran was "certain" it could not be repeated. We hear from our Persian service correspondent about what she makes of these claims, and what people inside Iran are worrying about. Also: Iran warns the United Arab Emirates to begin evacuating the port zones in Abu Dhabi, Dubai and Fujairah. So are people heeding these warnings? We hear from our correspondent in Dubai. Tehran continues to fire missiles towards Israel, most of which were intercepted by air defences. But at least one got through, as we hear from our correspondent in Tel Aviv. And how the war is impacting the oil industry and pushing up prices - we hear how increased use of wind and solar energy could give consumers more predictability in terms of cost. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight.Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment.Get in touch: globalpodcast@bbc.co.uk
Saudi Arabia, the UAE and Kuwait all reported attacks overnight, with air defences working to intercept them, though the frequency is much less than in the early days of the conflict. Earlier the Iranians urged the UAE to evacuate the port zones of Abu Dhabi, Dubai and Fujairah. We hear about Iran's strategy. Also in the programme: Pakistan accuses the Afghan Taliban of crossing a red line by launching drones into its airspace; and how an Oscar-nominee picked a fight with the worlds of ballet and opera. (Photo: Smoke rises in the Fujairah oil industry zone, caused by debris after interception of a drone by air defences, according to the Fujairah media office, during the US/Israel conflict with Iran. Fujairah, United Arab Emirates, March 14, 2026. Credit: Reuters)
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Iran warns it may target U.S. “hideouts” in the United Arab Emirates, as a drone attack disrupts oil-loading at the UAE's Fujairah oil hub. European leaders push back as Washington issues a sanctions waiver on Russian crude. Global conflicts increase the risks for airline pilots and airports. Kenya reports its latest arrest in a widening ant‑smuggling crackdown. Plus, we look at the standout trends expected on the Oscars red carpet. Listen to the Morning Bid podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today on the program we're going to talk about why investors everywhere are tracking ships through the Strait of Hormuz.It's Wednesday, March 11th at 2pm in London.Andrew Sheets: Martijn, the oil market, which is often volatile, has been historically volatile over the last couple of weeks following renewed military conflict between the United States and Iran.Now, there are a lot of different angles to this, but the oil market is really at the center of the market's focus on this conflict. And so, I think before we get into the specifics, I think it's helpful to set some context. How big is the global oil market and where does the Persian Gulf, the Strait of Hormuz fit within that global picture?Martijn Rats: Yeah, so the global oil consumption is a little bit more than a 100 million barrels a day. But that splits in two parts. There is a pipeline market and there is a seaborne market. And when it comes to prices, the seaborne market is really where it's at. If you're sitting in China, you're buying oil from the Middle East, all of a sudden, it's not available. Sure, if there is a pipeline that goes from Canada into the United States, that doesn't really help you all that much.Andrew Sheets: So, it's the oil on the ships that really matters.Martijn Rats: It's the oil on ships that is the flexible part of the market that we can redirect to where the oil is needed. And that is also the market where prices are formed. The seaborne market is in the order of 60 million barrels a day. So, only a subset of the 100 [million]. Now relative to that 60 million barrel a day, the Strait of Hormuz flows about 20 [million]. So, the Strait of Hormuz is responsible for about a third of seaborne supply, which is, of course, very large and therefore, you know, very critical to the system.Andrew Sheets: And I think an important thing we should also discuss here, which we were just discussing earlier today on another call, is – this is a market that could be quite sensitive to actually quite small disruptions in oil. So, can you give just some sense of sensitivity? I mean, in normal times, what sort of disruptions, in terms of barrels of oil, kind of, move markets; get investors' attention?Martijn Rats: Yeah, look, this is part of why this situation is so unusual, and oil analysts really sort of struggle with this. Look normally, at relative to the 100 million barrels a day of consumption, we care about supply demand imbalances of a couple of 100,000 barrels a day. That becomes interesting.If that, increases to say 1 million barrel a day, over- or undersupplied, you can expect prices to move. You can expect them to move by meaningful amounts. We can write research; the clients can trade. You have a tradable idea in front of you. When that becomes 2 to 3 million barrels a day, either side, you have major historical market moving events.So, in [20]08-09, oil famously fell from over 100 [million] down to something like 30 [million], on the basis that the oil market was 2-2.5 million barrel day oversupplied for two quarters. In 2022, we all thought – this actually never happened, but we all thought that Russia was going to lose about 3 million barrel day of supply. And on that basis, just on the basis of the expectation alone, Brent went to $130 per barrel. So, 2-3 [million] either side you have historically large moves. Now we're talking about 20 [million].Andrew Sheets: And I think that's what's so striking. I mean, again, I think investors, people listening to this, they can do that arithmetic too. If this is a market where 2 to 3 million barrels a day have caused some of the largest moves that we've seen in history, something that's 20 [million] is exceptional. And I think it's also fair to say this type of closure of the Strait [of Hormuz] is something we haven't seen before.Martijn Rats: No, which also made it very hard to forecast, by the way. Because the historical track records did not point in that direction, and yet here we are. The historical track record – look, you can look at other major disruptions historically.The largest disruption in the history of the oil market is the Suez Crisis in the mid-1950s that took away about 10 percent of global oil consumption. This is easily double that. So really unusual. If you look at supply and demand shocks of this order of magnitude, you can think about COVID. In April 2020, for one month, at the peak of COVID, when we're all sitting at home. Nobody driving, nobody flying. Yeah, we lost very briefly 20 million barrels a day of demand. Now we're losing 20 million barrels a day of supply. So, look, the sign is flipped, but it's in the same order of magnitude. And yeah, these are unusual events that you wouldn't actually, sort of, forecast them that easily. But that is what is in front of us at the moment.Andrew Sheets: So, I think the next kind of logical question is if shipping remains disrupted, and I'd love for you to talk a little bit about, you know, you're sitting there with satellite maps on your screen tracking shipping, which is – a development. But, you know, what are the options that are available in the region, maybe globally to temporarily balance this supply and create some offset?Martijn Rats: Yeah. So, like of course when we have a big disruption like this one, of course the market is going to try to solve for this. There are a few blocks that we can work with. I'll run you through them one by one, including some of the numbers. But very quickly you arrive at the conclusion that this is; this puzzle – we can't really solve it.Like in 2022, the market was very stressed. We thought Russia was going to lose 3 million barrels a day of supply, but we could move things around in our supply demand model. Russia oil goes to China and India. Oil that they buy, we can get in Europe, we can move stuff around to kind of sort of solve a puzzle.This puzzle is very, very difficult to solve. So, through the Strait of Hormuz, 15 million barrels a day have crude, 5 million barrels a day of refined product, 20 million barrels a day in total. What can we do?Well, the biggest offset, is arguably the Saudi EastWest pipeline. Saudi Arabia has a pipeline that effectively allows it to ship oil to the Red Sea at the Port of Yanbu, where it can be evacuated on tankers there. That pipeline has a capacity of 7 million barrels a day. We think it was probably already flowing at something like 3 million barrels a day. So, there's probably an incremental 4 [million] that can become available through that. That's the biggest block, that we can see of workaround capacity, so to say.After that the numbers do get smaller. The UAE has a pipeline that goes through Fujairah that's also beyond the Strait of Hormuz. We think there is maybe 0.5 million barrel a day of capacity there. Then you're basically, sort of, done within the region, and you have to look globally for other sources of oil.If there are sanctions relief, maybe on Russian oil, you can find a 0.5 million barrel day there. Here, there and everywhere. 100,000 barrels a day, 200,000 barrels a day. But the numbers get…Andrew Sheets: It's still not… So, if you kind of put all of those, you know, kind of, almost in a best-case scenario relative to the 20 million that's getting disrupted.Martijn Rats: If you add another one or two from a massive SPR release, the fastest release from SPR…Andrew Sheets: That's the Strategic Petroleum Reserve.Martijn Rats: Yeah, exactly. Earlier today, we got an announcement, that the IEA is proposing to release 400 million barrels from Strategic Reserve across its member countries. That is a very large number. But – and that is important. But more important is how fast can it flow because the extraction rate from these tanks is not infinite. The fastest ever rate of SPR release is only 1.3 million barrels a day. Now, maybe the circumstances are so extraordinary, we can do better than that and we can get it to 2 [million]. But beyond that, you're really in very, very uncharted territory.So maybe in the region, work around sanctions relief, SPR release, we can probably find like 7 million barrels a day out of a problem that is 20 [million]. You're left with another 13 [million]. The 13 [million] is four times what we thought Russia would lose. So, you're left with this conclusion: Look, this really needs to come to an end.Andrew Sheets: And the other rebalancing mechanism, which again, you know, when we come back to markets and forecasting, this is obviously price. And, you know, you talk about this idea of demand destruction, which I think we could paraphrase as – the price is higher so people use less of it and then you can rebalance the market that way.But give us just a little sense of, you know, as you and your team are sitting there modeling, how do you think about, kind of, the price of oil? Where it would need to go to – to potentially rebalance this the other way.Martijn Rats: Yeah, that price is very high. So, what it's a[n] really interesting analysis to do is to look at the historical frequency distribution of inflation adjusted oil prices.You take 20 years of oil prices. You convert it all in money of the day, adjusted for inflation, and then simply plot the frequency distribution. What you get is not one single bell curve centered around the middle with some variation around the midpoint. You get, sort of, two partially overlapping bell curves.There is a slightly larger one, which is, sort of, the normal regime. Lower prices, 60, 70, 80 bucks. There's a lot of density there in the frequency distribution, that's where we are normally. What's interesting is that actually, if you go from there to higher prices, there are prices that are actually very rare in inflation adjusted terms.Like a [$] 100-110. In nominal terms, we might feel that that has happened. In inflation adjusted terms, these prices are extremely rare. They are way rarer than prices that live even further to the right. [$]130, 140.The oil market has this other regime of these very high prices. If you go back in history, when did those prices prevail? They always prevailed in periods where we asked the same question. What is the demand destruction price? And yeah, to erode demand by a somewhat meaningful quantity, yeah, you end up in that regime. These very high prices, like [$]130. And it's… It's not a gradual scale. You sort of at one point shoot through these levels and that's where you then end up.Andrew Sheets: It's quite, quite serious stuff.Martijn Rats: Well, yeah. Also, because we can casually say in the oil market, ‘Oh, demand erosion has to be the answer.' But we don't erode demand in isolation. Like, you know, diesel is trucking. Yeah, jet is flying. NAFTA is petrochemicals.Andrew Sheets: These are real core parts of economic activity.Martijn Rats: It's all GDP.Andrew Sheets: So maybe Martijn, in conclusion, let me give you a slightly different scenario. Let's say that the conflict goes on for another couple of weeks, but then there is a resolution. Traffic goes back to normal. Walk us through a little bit of what that would mean. You know, kind of how long does it take to get back to normal in a market like this?Martijn Rats: Yeah. So, if you say, weeks, I would say that is an uncomfortable period of time actually.Andrew Sheets: Feel free to use a slightly different scenario.Martijn Rats: If you say days. Let's say next week something happens, the whole thing comes soon to end. Look, then we will have logistical supply chain issues. But look, we can work through that.There is at the moment somewhat of an air pocket in the global oil supply chain. There should be oil tankers on their way to refineries for arrival in April and May that currently are not. So, we will have hiccups and things need to be rerouted and we draw on some inventories here or there, but… And that will keep commodity prices tense, I would imagine. The equity market will probably look through it.We'll have a month or six weeks, not more than two months, I would imagine of logistical issues to sort out. Look, of course, if that, you know, doesn't happen, then we're back in the scenario that we discussed. But yeah, look, that that's equally true. If it's short, we can sort of live with a disruption.Andrew Sheets: It's fair to say that this is a situation where days really matter, where weeks make a big difference.Martijn Rats: Oh, totally. Look, the oil industry has built in various, sort of, compensatory measures, I think. You know, inventories along the supply chains. But nothing of the scale that can work with this. I mean, this is truly yet another order of magnitude.Andrew Sheets: Martijn, thank you for taking the time to talk.Martijn Rats: My pleasure.Andrew Sheets: And thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving review wherever you listen. And also tell a friend or colleague about us today.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.
Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy supply. Now the risk has become reality. Host Ed Crooks is joined by Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and Chris Aversano, Director of Maritime Partnerships at Wood Mackenzie, to assess what the disruption means for energy markets, supply chains, and the people at the centre of it all.Oil prices briefly spiked to around $119 a barrel before falling back. European natural gas prices have nearly doubled. But those numbers only tell part of the story. In normal times, between 150 and 175 ships would pass through the Strait of Hormuz every day. Since the war began, that has fallen to perhaps 10 to 12 a day. The Strait is a vital artery for the world's energy and fertilizer supplies. If it is blocked for long, the results could be catastrophic.Amy puts the market's reaction in context. She has been studying the Strait of Hormuz since the 1990s, and says that although the geography is still the same, the technology is different. The threat from drones, drone boats, and other weapons of asymmetric warfare may be harder to neutralise than the weapons that shaped earlier thinking. As she puts it, modern threats to shipping are “not your father's Oldsmobile”.Chris highlights the human dimension of the conflict. An estimated 20,000 seafarers are currently trapped inside the war zone, alongside a further 15,000 people on cruise ships and ferries. Seven merchant mariners have been killed so far, in 13 confirmed or suspected attacks. These are civilians, Chris reminds us: workers sending money home to countries such as the Philippines, Bangladesh and India, or in Eastern Europe, who never expected to find themselves victims of an armed conflict.The discussion also gets into the practicalities of what it would take to restore flows through the Strait. The US government has announced a $20 billion insurance facility to cover hull, machinery and cargo for ships in the Gulf. As Chris explains, that still leaves indemnity insurance, covering liability for spills and other damage, entirely unaddressed. A fully-laden VLCC (Very Large Crude Carrier) tanker and its cargo is worth upwards of $300 million. Cleaning up a spill of its cargo of 2 million barrels of oil could cost multiples of that.Routes to bypass the Strait of Hormuz are already being activated. Saudi Arabia's East-West pipeline to Yanbu, on the Red Sea coast, has seen throughput surge from around 730,000 barrels a day to as much as 2.5 million b/d. The UAE pipeline to Fujairah offers additional relief. But as Amy makes clear, these routes cannot come close to replacing the Strait of Hormuz in full. They do not help Iraq or Kuwait. They carry no LNG. And for refined products, there is no pipeline alternative at all.The episode closes with a broader look at what this crisis means for the future of energy. Amy argues that it reinforces the case for clean technology: when an oil price shock arrives, investment in renewables, EVs, and energy storage tends to follow. Ed points to Europe, now seeing its gas prices spike for the second time in four years, as a place where the arguments for renewables, nuclear, transmission, and demand response are becoming even harder to ignore. Green hydrogen could also benefit, thanks to potential for replacing natural gas in fertilizer supply chains. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
President Trump says the US Navy will escort tankers through the Strait of Hormuz "if necessary", after shipping traffic almost entirely halted through the key sea passage following Iranian threats to "set fire" to ships. We hear the latest on shipping in the region.We also head to Lebanon as hostilities between Israel and the Iran-backed group Hezbollah continue to escalate. What does this mean for the future of the country? And OpenAI says it's rewriting parts of what it calls an “opportunistic and sloppy” deal with the US government over the use of its AI in classified military operations.(PHOTO: Tankers are seen off the coast of the Fujairah, as Iran vows to close the Strait of Hormuz, amid the U.S.-Israel conflict with Iran, in Fujairah, United Arab Emirates, March 3, 2026. Credit: REUTERS/Amr Alfiky/File Photo).
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