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Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Shawn Kim, Head of Morgan Stanley's Asia Technology Team.Today: why the Strait of Hormuz closure may matter to the global technology industry.It's Friday, March 13th, at 8 pm in Taipei. AI and advanced chips may represent the cutting edge of technology, but they depend on something far more basic: that's energy. And a large share of that energy flows through one narrow shipping lane in the Middle East – the Strait of Hormuz. When energy supply chains are disrupted, the effects can quickly ripple into semiconductor manufacturing.Advanced semiconductor fabrication is, in fact, one of the most energy‑intensive industrial processes in the world. Take Taiwan, for example – home of the world's largest share of leading-edge chip production. Just one major manufacturer alone accounts for roughly 9–10 percent of the country's total electricity consumption. That scale of energy use means the stability of power supply is critical.Taiwan relies heavily on imported LNG to generate electricity. But storage levels are limited. It maintains roughly one and half weeks worth of LNG inventory, with several additional weeks supplied by vessels currently at sea. If shipping through the Strait of Hormuz were significantly disrupted, that supply chain could come under pressure. The immediate impact might not necessarily be an outright shortage – but rising energy costs could still affect semiconductor production economics. And that's important because advanced chips are foundational to everything from cloud computing to artificial intelligence systems.Energy isn't the only potential bottleneck. Another lesser-known input in the semiconductor ecosystem is sulfur. More than 90 percent of the world's sulfur supply is produced as a by‑product of oil refining. That sulfur is then used to produce sulfuric acid, a key chemical that supports semiconductor materials, metal processing, and battery components.Disruptions in oil refining tied to shipping constraints or energy market shocks could also affect sulfur supply. In other words, a disruption in energy markets could trigger second‑order effects across multiple layers of the technological supply chain. And those effects extend beyond chips themselves. The downstream impact touches industries tied to electrification, data centers, and advanced electronics manufacturing.History also offers some lessons learned about how technology markets react when energy prices spike. During periods of major oil price surges – such as in 2008 and again in 2021 through 2022 – semiconductor equities experienced significant drawdowns. In both cases, semiconductor stocks declined by roughly 30 percent before reaching an inflection point. The mechanism is fairly intuitive. Higher oil prices raise costs across the economy and can weaken consumer spending. At the same time, companies building energy‑intensive infrastructure – like large‑scale AI data centers – may face higher operating costs and low revenues.So when energy markets move sharply, technology markets often move with them. A disruption in the Strait of Hormuz wouldn't automatically halt chip production, but it could ripple through power costs, materials supply, and the economics of building AI infrastructure. And that highlights an important reality for investors: the future of technology isn't just written in code. It's powered by energy, by infrastructure, and the fragile global networks behind the digital economy.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
WAR IS COMPLETE! Oil Screaming higher Euro Nat Gas up 60% An update on JCD PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter INTERACTIVE BROKERS Warm-Up - The CTP for Caterpillar - We have a winner! - A tech earnings BLOWOUT - A seminal moment with AI and Employment trends - An update on JCD - from JSD - A Limerick for JCD Markets - WAR FOOTING - Buyers are still there... - Oil Screaming higher (Sunday night wow!) - Euro Nat Gas up 60% - Anyone wondering why markets keep going up? John Dvorak Jr. - Guest - UPDATE ON JCD JSD: - Tell us what you are doing these days... - What was it like growing up around constant tech commentary and skepticism? - How did that environment shape the way you look at innovation and hype? - Where do you most disagree with your father's views on technology today? - Is AI making people smarter—or more dependent? - How should younger professionals think about job security when automation is accelerating? War and Oil - Iran's Revolutionary Guard says it has closed the Strait of Hormuz, per a Reuters report. - About a third of the world's seaborne oil exports passed through the Strait in 2025. - Threatening to BURN any ship that attempts to go through - The Strait of Hormuz is a critical, narrow chokepoint about 90–104 miles (145–167 km) long and 21–60 miles (33–95 km) wide. At its narrowest, it is only 21 miles (33 km) across, with shipping lanes in each direction restricted to just two miles wide to accommodate massive oil tanker traffic, representing about one-fifth of global oil consumption - Meanwhile - lots of production halts - Oil screamed to $115 on Sunday night before cooler heads prevailed AND SPR talk hit the tape. - MISSION ACCOMPLISHED? Just in... - President Trump says "I have ordered the United States Development Finance Corporation to provide, at a very reasonable price, political risk insurance and guarantees for the financial security of all maritime trade, especially energy, traveling through the Gulf. This will be available to all shipping lines. If necessary, the United States Navy will begin escorting tankers through the Strait of Hormuz, as soon as possible" - BUT, who would even want to take the chance of moving through that area - even if there is insurance? Meanwhile LNG -Daily charter rates for LNG tankers in the Atlantic Basin have surged to over $200,000 per day. - Rates are roughly double levels seen less than a day earlier. - The spike followed Qatar's shutdown of LNG production as the conflict with Iran spread across the region. - The new offer levels are at least three times higher than the most recent assessed LNG tanker rate of $61,500, according to Spark Commodities earlier Monday. - Despite the elevated asking prices, no transactions have yet been confirmed at these levels. You thought that was BAD? - Europe in bad shape with Nat Gas after Qatar halted production (accounts for 20% of global LNG supply) Euro Nat Gas Amazon Data Loss - HEY WHAT ABOUT THIS? - Amazon Web Services said late Monday two of its data centers in the United Arab Emirates and a facility in Bahrain were damaged by drone strikes, taking the facilities offline. - “In the UAE, two of our facilities were directly struck, while in Bahrain, a drone strike in close proximity to one of our facilities caused physical impacts to our infrastructure,” AWS said. “These strikes have caused structural damage, disrupted power delivery to our infrastructure, and in some cases required fire suppression activities that resulted in additional water damage.” - This is an interesting twist on cyber-warfare - WHAT IF? - JSD: How does this impact AI and the world tech flow? Why do/did markets keep climbing? - Global debt climbed to a record $348 trillion at the end of 2025, after nearly $29 trillion was added over the year in the fastest yearly build-up since the pandemic surge - The increase was driven primarily by governments, which accounted for more than $10 trillion of the rise, with the United States, China and the euro area responsible for roughly three-quarters of the jump - Also, margin debt up 30% in 2025 - so there is that... - No wonder there is resilience in these markets... Berkshire News - Earnings from operations totaled $10.2 billion in Q4. That's down more than 29% from $14.56 billion in the year-earlier period. - Insurance underwriting profits dropped 54% to $1.56 billion from $3.41 billion a year prior. Insurance investment income slid nearly 25% from to $3.1 billion from $4.088 billion. - This was the final quarter under Warren Buffett as CEO, who announced he was stepping down at the annual shareholders meeting last May. - Full year overall earnings, meanwhile, fell to $66.97 billion from $89 billion a year prior. - NO Buybacks, bit they still have more that $350B is cash INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Irritating - UBS' top equity strategist dialed back his view on U.S. stocks, citing mounting risks from a weakening dollar, stretched valuations and policy turbulence in Washington. - Andrew Garthwaite, head of global equity strategy at the investment bank, downgraded American equities to “benchmark” in a fully invested global equity portfolio, arguing that the factors that powered years of outperformance are starting to fade. - Market weight - no risk for this guy on the call. Can't lose as will just perform with the benchmark - DUMB Dell Earnings BLOWOUT (Follow up) - Dell reported adjusted earnings of $3.89 per share, exceeding the $3.53 per share expected by analysts surveyed by LSEG. - The company posted $33.38 billion in revenue for the quarter, topping a forecast of $31.73 billion. - Stock up 22% on the news and followed through on Monday - Dell cut quote time to less that a week (prices expire) - Dell expects revenue for its artificial intelligence servers to hit $50 billion in 2027, more than double the year prior. - Much different story from HP that was complaining about input pricing.... Obviously Dell is much smarter at pass-though management of pricing. Jack on the Attack - Financial technology firm Block (XYZ), run by Jack Dorsey began slashing more than 40% of its workforce (4k people) on Thursday, saying in a letter to shareholders that AI tools "have changed what it means to build and run a company." - The AI layoffs came as the Square payment system and Cash App operator matched fourth-quarter earnings estimates, yet Block shares surged after hours. - Evercore ISI analyst Adam Frisch called the layoffs "the seminal moment to date in the AI narrative and how it could transform companies as we know it going forward." - SOOOOOO - AI is responsible for job cuts? ---- SOOOOOO - AI can replace humans and as productivity is enhanced? Duolingo - Duolingo forecast first-quarter and 2026 bookings below expectations on Thursday as it shifts strategy toward faster user growth, a move it said will weigh on bookings growth and profitability this year, sending the company's shares down more 23% after hours last week. - The company plans to roll out more AI-driven speaking tools to free users, reducing friction that previously nudged learners toward paid plans - Poster child of how AI can kill your business? - However, earnings/financials looked pretty good and there is a strategy there that may be beneficial Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS There is a tech pundit whose name be John, Whose sharp takes went late into dawn. He hit pause for some care, But with grit (and repair), Soon he'll be back oh so steady and strong. See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
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.
Can the energy system keep up with AI power demand, and rising geopolitical risk?Live from Daniel Energy Partners' Thrive Event at Houston's Daikin Field, Energy Espresso host Jim Wicklund sits down with Loren Singletary, Vice President-Global Accounts and Investor Relations at National Oilwell Varco, to break down oil price uncertainty tied to Middle East tensions and the Strait of Hormuz, the coming surge in U.S. gas demand, and the infrastructure challenges standing in the way.They also explore deepwater's comeback, LNG market shifts, and why pipeline bottlenecks, especially out of the Marcellus, could shape the next phase of U.S. energy growth00:00 Welcome and Banter00:56 Geopolitics Driving Oil01:23 Strait of Hormuz Risks03:20 Politics and Price Targets04:15 Oil Price History05:12 Forecasting and Boone07:09 Gas Demand Surge09:30 Pipelines and Permitting12:27 All of the Above Energy13:30 SMRs and AI Timing14:34 NOV Leadership Shift15:05 Deepwater Returns16:13 Rigs and Day Rates17:16 Where to Drill Next19:21 Geoscience Breakthroughs20:46 Evolution of Drilling Tech21:37 Consolidation And Completion Science22:28 Automated Rigs And Bigger Hookloads23:51 Automation Versus Robotics24:38 Safety Driven By Operators25:29 Rig Supply Dayrates And Discipline28:02 Bananas And Water Disposal Earthquakes31:06 Treating Produced Water Economics32:55 Power Crunch Data Centers And Coal34:14 Ohio Mega Gas Plant And Scale36:04 2026 Risks Gas Prices And Saudi Capacity41:43 Wrap Up And Thanks
What happens to dairy markets when one of the world's busiest shipping lanes suddenly gets disrupted? With the Strait of Hormuz under pressure and trade routes across the Persian Gulf in question, exporters are scrambling to figure out how to move product. What does all this mean for global dairy demand? In this episode of The Milk Check, host Ted Jacoby III sits down with the Jacoby trading team to talk through what happens when geopolitics collides with global dairy trade. We dig into: How exporters may reroute product through alternate ports like Jeddah Why trade flows could shift between the U.S., Europe, Oceania and Southeast Asia How energy prices and freight disruptions could ripple through dairy markets Whether this disruption boosts demand in the short term or destroys it if it drags on Find out how one shipping lane could reshape the global dairy trade. Listen to The Milk Check episode 95: The Strait of Hormuz: What the Iran Conflict Means for Dairy Trade. Click below to listen or find us on Spotify, YouTube, Apple Podcasts, and Amazon Music. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Ted Jacoby III: [00:00:00] Coming up on The Milk Check. The Strait of Hormuz is closed. The port of Dammam is closed. Joe Maixner: There’s definitely product that’s stuck, can’t get to its destination. Ted Jacoby III: Welcome to the Milk Check from T.C. Jacoby and Company, your complete guide to dairy markets, from the milking parlor to the supermarket shelf. I’m Ted Jacoby. Let’s dive in. Today we’re gonna talk about what’s going on in the dairy market, specifically global trade. We’re recording this on March 6th, 2026, and seven days ago the U.S. bombed Iran. As we [00:00:30] speak, the Strait of Hormuz is closed. The port of Dammam is closed, and trade flows are getting rearranged as we speak. Today with me, we have Joe Maixner, head of our butter trading book. We have Josh White, we have Diego Carvallo, and we have Mike Brown. And we thought it would be appropriate to discuss what’s going on in the Middle East, specifically how it’s affecting the dairy industry, and what its short-term and long-term effects will be on dairy demand. We’re gonna start with Joe. Joe, what are you hearing out there right [00:01:00] now? Joe Maixner: There’s definitely product that’s stuck, can’t get to its destination. Both going into Port of Dammam and other Middle Eastern ports for that matter. With butter’s moves over the past year, the Middle East market had been probably the largest growth opportunity for us in global exports for butter. Fortunately, this all happened after the rush for Ramadan to get everything in. So, I would say that it’s not as bad as it could be right now, but there is certainly product that’s stuck on the water looking for [00:01:30] alternative options to get to land. And there’s quite a bit of product that still is waiting to leave the U.S. that we’re not quite sure if and when it will actually leave. A lot of it’s still up in the air. Nobody really knows, what to do yet. I think it’s still too early to tell. Nothing’s been canceled per se, but the longer that this drags on, we’re certainly going to have some effects from it. Ted Jacoby III: There’s a lot of talk that maybe this war is gonna be a five to six week war. If the Strait of Hormuz is closed for five to six weeks, as is the [00:02:00] Port of Dammam, is that enough to cancel orders? Is that too long? Joe Maixner: I would say it should probably cancel some orders. I wouldn’t say it would cancel everything, but they’re gonna have to get product at some point from somewhere, They can’t completely stop. People are gonna have to eat. Production will still have to continue, and they’re gonna have to source product from somebody. And if we can’t get it there, they’ll find it from somewhere else. Ted Jacoby III: I’m hearing that one of the things that they’re exploring is shipping into Jeddah, which if you look at a map of the Middle East, Dammam is in the Persian Gulf on [00:02:30] one side of the peninsula. Jeddah is basically on the exact opposite side of Peninsula on the Red Sea. So they’re talking about shipping into Jeddah and then shipping it across the land to where it might need to go. The first thing that occurs to me is Dammam, I believe, is a bigger port than Jeddah. And so if you take all those container ships going into Dammam and send them to Jeddah instead, there’s not gonna be enough room to unload ’em all. And so, at the very least, the traffic’s gonna be pretty horrific. Are you guys hearing people working on that too? Joe Maixner: Yes, they’re looking at alternate ports of [00:03:00] entry and moving the product around. Jeddah is one. Casablanca is one. Going into Egypt is one. There are options. All of ’em are more expensive and it’s just gonna depend on how desperate the end user is to get the product. Josh White: We’ve got some experience dealing with trade disruptions over the past decade, and we tend to see the playbook similarly each time. And then when we talk about what’s specifically happened in our markets now, I think We can watch for some warning signs. Number one is in these type of situations, we start worrying about trade [00:03:30] flows, energy, freight, congestion, those type of things, all impacting markets and trade. Additionally, when we think about this conflict, there’s maybe three different scenarios to talk about. It’s very intense right now. Does that intensity continue for a very long time? What does that mean for our trade? It’s very intense right now for, but after, four to six weeks, maybe it continues on, but it’s more stable or consistent and the world learns how to trade around it. And then the third one is the one you [00:04:00] outlined earlier, which I think is a bit optimistic, usually these things don’t just go away that quickly, is that it’s over in a short amount of time. That’s the easiest one for us to project. That just creates a short-term concentration pent-up demand, pent-up shipments, and we just gotta work our way through that bubble. I think the middle one’s more likely. Not because I’m an expert on these things, but we’ve seen what happened in different conflicts in different situations. The middle one being it’s intense for a bit, then it becomes more consistent and normalized, and we just learn how to work [00:04:30] around it. What does that mean? And to me, that redirects trade flows. For instance, the U.S. has been very competitive in the Middle East for butter and cheese. It’s not the first time we’ve been competitive. We were competitive 15 years ago or so at a pretty good rate where we were an net exporter of butterfat, cheese I think we’ve been fairly consistent throughout, but it takes time to get there. Our biggest obstacle in doing business with that market versus Europe as a competitor, is the transit time. We inflate the freight rates, we increase transit [00:05:00] time, there’s concern of access to supply because of turbulence or stability, our price could be fine, and we could still miss some business because you have to buy now or you’ve gotta get product in now, or you just don’t have time to wait the, what, six weeks from order at minimum, probably more like a quarter, oftentimes, to get the product. That’s maybe our biggest obstacle right now is redirected trade lanes, not price. Joe Maixner: All of these trade disruptions create opportunity elsewhere. If our price comes off, [00:05:30] as it has, butter shot up earlier this week, it’s come back off here at the end of the week. It’s created opportunity for trade into other export markets. Where one door closes, another opens. Ted Jacoby III: How do you think those trade flows change? What comes, what goes, what are the changes that you think will happen? Let’s assume that the Persian Gulf is off limits for two or three months. What does that mean for dairy? Josh White: Lost demand, if it’s that long. That’s lost demand. Now if we assume that we’re able to redirect product to [00:06:00] maintain the same demand, you’re gonna have trade lanes shift, right? What are the options? Ted Jacoby III: Let’s articulate this a little bit more for our listeners. When we’re talking about trade lanes shifting, right now there’s product on the water trying to head there that can’t. What’s gonna happen to those ships? That’s one. Two, there’s product that was sitting in the port about ready to ship. I think there were a lot of calls this week. I think we know of quite a few calls this week where they basically said, “Let’s sit on it. Let’s wait for this all to calm down before we actually ship it.” And three, [00:06:30] there’s product that maybe was scheduled to ship in a month or two. I think it’s fair to say, people probably have to figure out immediately what are they gonna do with the product that’s on the water right now. And I think the other two, they may be able to give it a little bit of time, decide whether or not they’re gonna cancel any orders and redirect it. Diego, the product that’s on the water right now, what do you expect happens to it? Diego Carvallo: Ted, I’ve been internally debating this for a while and even with the team. I think a few things are happening, but I don’t know which one has a bigger magnitude. Supply chains used to be very thin [00:07:00] for skim milk powder for the past year or two years. They are gonna have to build more inventory for those supply chains because product might take 60 days instead of 30 days to ship it. Product is gonna get stuck at the port of entry, port of shipment, in transit, et cetera. So, I think that bumps up demand artificially. Yeah. But there’s more product that’s gonna be stuck in the supply chain. That’s the first thing that comes to mind short-term, if this doesn’t continue to escalate. But if things continue to [00:07:30] escalate, and three weeks from now or a month from now, we’re still not being able to ship product to those destinations, product is gonna start backing up at ports of loading, right? So we’re gonna start hearing from the California manufacturers that they have a 100, 200 loads at port, and that prospects are not great for shipping, and that we should find new homes for that, right? I think if this gets solved the short-term, it’s positive for demand. It’s bullish market, but if it goes more long-term, you start killing demand, and you start needing to [00:08:00] find homes for additional product. But I know that everybody, at least on our team, has different takes on the whole situation. Ted Jacoby III: I would agree with that. I tend to lean to the side that, politically, the Trump administration can’t afford for this to go on too long, and the longer the strait is closed, the more political pressure they’re gonna have to resolve things. It’s realistic to consider that there’s a possibility that this thing goes on for a really long time, and that strait is closed for a really long time. Diego Carvallo: The second topic that I think we should talk a little bit about is what is a [00:08:30] psychological implication that this has on buyers? For example, on Chinese buyers who depend on products that go through that canal. That’s why I lean towards supply chains are gonna have to increase the amount of product they have, and end users are gonna change a little bit their procurement practices to increase their stocks. Yeah. Josh White: That happened post COVID, right? And didn’t last very long. Ted Jacoby III: I’d say it lasted two years. Josh White: But my point wasn’t that two years wasn’t a long time. It [00:09:00] was more of: they reverted back to the just-in-time model once things stabilized. Ted Jacoby III: Yes. That is a good point. I do agree with that. But you know what, even though they reverted back to the just-in-time model, two and a half months ago, prices were low enough that I think there were people trying to rebuild their stocks because they felt that prices were low enough to do that. I don’t know if they actually succeeded. My gut, based on what we’re hearing from customers right now, is they didn’t, but there was certainly a willingness to build back inventory levels if the price was right. In the [00:09:30] meantime, we’re dealing with disrupted trade flows. And so my second question for you guys is, we talk about disrupted trade flows, but let’s put some examples under that so our listeners understand what we’re talking about. How will these trade lanes shift? Where will product flows change? Will we see maybe more U.S. product going into Southeast Asia, more European product going into the Middle East, because perhaps they can put it on a truck and ship it through Istanbul by rail or by truck all the way there? I don’t know. Josh White: Yeah, I [00:10:00] think that’s a super good point, and it goes into what Diego said, which I don’t think is limited to nonfat, by the way, or milk powders. I think customers need to buy, and are used to getting what they need quite easily, and they’ve run their structural days in inventory down quite a bit to where that’s going to require people to buy from where they can get it quickly. This disruption has served as a bit of a catalyst to something I think was already materializing or happening. And now if you inflate freight rates a little bit more, that’s only gonna make it that [00:10:30] much more pronounced: that you need to buy from who’s close. New Zealand’s having a good back shoulder of their season, too, and I believe that there’s quite a bit of New Zealand product that is on its way or destined to go to the Middle East and North Africa. So when we think about what happens, I think everyone goes back to their closest trade partner. That takes the Oceana product to Asia. It takes the U.S. product, obviously, to Mexico. There’s at least some risk that European product was gonna come to Mexico. This is making that more difficult, I imagine, as [00:11:00] well. And I guess they’re gonna have to problem solve if that demand holds under the scenario we talked about earlier: that Europe’s got a lot of product right now. There’s a lot of milk, and they’re making a lot of everything. And thus far, it’s been okay because exports have been reported to be good. Maybe we’re talking about how this impacts the Americans, but I imagine that the impact might be a little bit more extreme for the Europeans. There’s another impact in there that I think Diego touched on. When you have commitments for product [00:11:30] and that product takes longer to get to you, and you’re running your supply chain thin, you reach out then and buy other product at a higher price, often, to fill your immediate demand. And once everything stabilizes, you actually are structurally oversupplied. We experienced that within recent history. Ted Jacoby III: Oh, absolutely. Josh White: And so that creates that air pocket in demand that will eventually arrive. We just don’t know when. Ted Jacoby III: What I imagine is, those boats that are on the water that were heading to Dammam when all this [00:12:00] started, they’re either parked right now, waiting to see if everything clears up, or they’re getting themselves rescheduled into Jeddah to try and figure out how to get there another way. I would assume the product that hadn’t been loaded onto a ship yet is backing up at the port for a little while. How long do you think it takes? How long do we need to be watching this conflict continue to go on, watching the Strait of Hormuz continue to be closed, how long will it take before do you think they’ll start selling that product elsewhere? Canceling contracts and selling it elsewhere? A [00:12:30] month, two months? Because my gut tells me that’s when you really start seeing the market shift around. Right now, everybody’s just in a waiting period. Right now everybody’s just wondering if this thing’s gonna last a long time or a short time, and they don’t wanna overreact just for everything to clear up in the next week or two, even if the possibility is low. Josh White: Nonfat futures are inverted, so I would imagine, not very long at all, but I don’t think nonfat is the most impacted product here. The curve on the butter futures has really flattened out as well. There’s not a long time window there either if we don’t put [00:13:00] a decent carry back in the market. Ted Jacoby III: So the market is already pricing in the possibility of this going on a long time, but the cash markets haven’t really fallen yet because there’s still hope. Maybe that’s a good way to put it. Josh White: It’s only been a week, one business week. That’s a big conclusion that our team had, earlier today, is that we came in Monday, following the announcement, and we’re like, okay, what happened to dairy? And the reality is everyone’s trying to figure it out and it’s gonna take some time. So I don’t think we’ve seen the reaction or response to the [00:13:30] situation actually materialize yet. Ted Jacoby III: Do you think that the question everybody should be asking is how long is it gonna take for the Strait of Hormuz to open? Joe Maixner: That’s a big caveat in this whole situation, right? Once that opens and trade flows resume, that clears a lot of things up. Regardless, it’s gonna take time to clear up, right? Because you’re gonna have a backlog, but the sooner that reopens, the sooner things pseudo get back to normal. Mike Brown (2): So much energy flows out to that strait to the rest of the world, particularly to Asia that it could affect incomes effect ability to [00:14:00] purchase products as well. It isn’t just bringing things in, it’s how they get the oil out. Question for Diego, Iran certainly makes some SMP. Do you think that has any impact at all? Diego Carvallo: That’s a really good point you’re bringing up, Mike. Iran had for the past five years ramped up their SMP experts significantly, so I believe, if I’m not wrong, in 2025, they exported something like 120,000 metric tons of skim milk powder. It’s obviously not [00:14:30] one of the biggest exporters in the world, but it’s a significant exporter. The most important takeaway is that they would supply those markets that are being affected by these interruptions the most. It’s not only that region has fewer access to European and American and even New Zealand sources, but also one of their main providers has an active block on food exports as of right now. Both things tell me it’s gonna be harder for demand to [00:15:00] get access to the product. If it extends this issue in time, this is definitely gonna kill demand. Ted Jacoby III: Let’s talk this through. The longer this goes on, what are the countries that are really gonna start seeing drops in demand because their revenue is dropping. Obviously Iran, I think you gotta include Iraq, Saudi Arabia, Kuwait, UAE. Joe Maixner: Yep. Ted Jacoby III: I think China, too, because they don’t have the access to energy. And maybe some of the other major importers of Middle East oil. Now, some of it will switch, probably go [00:15:30] outta Jeddah, but I don’t think there’s a lot of oil exports leaving Jeddah. I think it’s all in the Gulf. Joe Maixner: What does it do for European product though, given the fact that this is going to cause a spike in natural gas pricing. This is gonna cause a spike in all energy pricing. When the whole Ukraine situation escalated and Europe lost access to gas, it would cost something like $500 per metric ton just to dry the product because of [00:16:00] the increased cost of gas. That put a lot of pressure onto the skim milk concentrate, and it gave a lot of support to skim milk powder. Diego Carvallo: I think something similar is gonna happen in the coming weeks because we all heard the news about if I’m not wrong, it was Qatar that just shut down the world’s biggest LNG plant. And it takes, I believe it’s 40 days for it to be back online at full operations. It’s not a one or two day interruption. It’s a [00:16:30] substantial interruption in the energy supply at a worldwide level. Ted Jacoby III: The one big difference between when we’ve seen gas prices spike in the past, and this time is in the past, when energy prices spiked, demand in the Middle East would actually go up because they’d have more revenue and more income. They don’t this time around because it’s spiking because they can’t be the exporters and make those sales. I think that’s important to take into account. You’ve got a scenario where if this goes [00:17:00] on long enough, I think there’s some real negative effects on demand that we’ve gotta start coming to terms with, I don’t think that matters if everything opens up within the next two to four weeks. We’ll see if that happens. Mike Brown (2): Generally, this administration has responded to economic pressure. We see what’s happening in the stock market and we see what’s happening with energy costs, they’re gonna be rethinking hard on how long they want this thing to stretch out, regardless of what maybe some of our partners would like it to be. There’s gonna be some strong economic pressure internally. Even the Senate, who voted to support [00:17:30] continuing the fighting in Iran did say, we’re good for now, but we’ll revisit this if we need to. That pressure by the day is gonna keep going up. Ted Jacoby III: I’m a hundred percent in agreement with you, Mike, and that’s why my hunch is you’re not gonna see the strait shutdown for an extended period of time. But we don’t know. We’ll have to wait and see. Hey, thanks guys. That was a great discussion today. It remains to be seen how this plays out. This is something that absolutely bears watching because it clearly is going to have some effect on dairy demand. We will see. [00:18:00]
VOV1 - Từ ngày 8/3, nhiều doanh nghiệp kinh doanh gas thông báo điều chỉnh tăng giá bán lẻ Cụ thể, các thương hiệu Gas City Petro, Vina Pacific Petro, Vimexco điều chỉnh tăng 2.500 đồng/kg.Sau khi điều chỉnh, mỗi bình gas loại 6kg tăng 15.000 đồng, bình 12kg tăng 30.000 đồng, bình 45kg tăng 112.500 đồng và bình 50kg tăng 125.000 đồng. Giá bán lẻ phổ biến hiện nay khoảng 270.000 đồng đối với bình 6kg và 540.000 đồng đối với bình 12kg. Theo lý giải của các doanh nghiệp, giá bán ra tăng do nguồn cung LPG bị gián đoạn, trong khi chi phí xăng dầu và vận chuyển tăng mạnh. Với diễn biến hiện nay, giá gas sau ngày 15/3 có thể tiếp tục tăng.Ông Nguyễn Thanh Bình, Chủ tịch Hội đồng Quản trị, Tổng công ty khí Việt Nam cho biết: "Gas sẽ tập trung phát triển phần LNG trên 2 lĩnh vực: lĩnh vực thứ nhất là đầu tư cơ sở hạ tầng, và lĩnh vực thứ hai là kinh doanh nhập khẩu, mua bán LNG, bên cạnh đó thì chúng tôi cũng tích cực làm việc với các bộ ban ngành, cơ quan có thẩm quyền để tiếp tục hoàn thiện cơ chế chính sách để làm thế nào chúng ta có thể đưa LNG vào Việt Nam với giá cả cạnh tranh nhất…".Ga đồng loạt tăng giá
Sidang lanjutan kasus dugaan korupsi pengadaan LNG Pertamina kembali digelar di Pengadilan Tipikor Jakarta. Dalam sidang ini, jaksa penuntut umum menghadirkan saksi ahli dari Badan Pemeriksa Keuangan (BPK) dan bidang LNG. Terdakwa Hari Karyuliarto didakwa menyetujui pengadaan LNG tanpa kajian ekonomi yang memadai, yang diduga merugikan negara sekitar 113,84 juta dolar AS. Namun, pihak terdakwa membantah tuduhan tersebut, menegaskan bahwa tidak ada suap atau kerugian negara dalam kontrak LNG tersebut.
Global markets are rightly on edge about the situation in Iran and the disruption of the lifeline of crude oil, LNG and other supplies through the Strait of Hormuz, but the damage to confidence looks restrained relative to what awaits if the oil and gas don't begin to flow this week. This and much more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
The late Ayatollah's hardline son, Mojtaba Khamenei, is Iran's new supreme leader. It's a choice which could lead to an escalation with Washington. The Iran war drives oil prices above $100 a barrel. Gas prices soar too, after Qatar stops LNG exports. Republican voters say they stand by Trump's war for now, but they've got a red line: American boots on the ground. And campaigners urge Australia to give the Iranian women's soccer team refuge. 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
In today's episode on 9th March 2026, we tell you why the spike in LNG shipping costs matter for India.Book a FREE call with Ditto
The Venezuelan Financial Controls are Moving to Iran Next - and this will help end the war, and give the Iranian people more control. Over 2 billion dollars a year will not be going to proxy fighters, and that could go right back into the Iranian people's interests. Improving their country. Hang on while we go through how. A comprehensive overview of the interconnected geopolitical, energy market, and financial aspects of the current energy crisis, with a particular focus on the Middle East tensions and their global implications.Based on the analysis, here are the main topics discussed in this transcript:1. Middle East Geopolitical Tensions The transcript centers heavily on escalating conflicts involving the US, Israel, and Iran. It covers drone attacks on critical energy infrastructure in the region and discusses how these tensions are destabilizing the area, particularly around the strategically important Strait of Hormuz.2. Global Energy Market Disruptions A significant focus is on how Middle East instability is rippling through global oil and LNG markets. The discussion includes rising oil prices, potential LNG shortages (especially from Qatar), and how major energy consumers like China and India are responding by diversifying their energy sources, particularly increasing purchases from Russia.3. Financial and Hedging Strategies in Energy Sectors The transcript explores the complex financial mechanisms used by oil and gas companies to manage risk. It examines how current market volatility is affecting their cash flows, profitability, and hedging practices during this period of uncertainty.4. US Government Policy and Energy Control There's substantial discussion of US government actions—particularly under the Trump administration—including sanctions, financial controls, and strategic efforts to influence global energy market dynamics and geopolitical outcomes.5. Broader Geopolitical and Economic Consequences The transcript addresses wider implications of the energy crisis, including potential deindustrialization of Europe, shifts in energy trade flows toward Asia, and fundamental geopolitical realignments resulting from these energy market changes.The Stories we covered on today's Podcast on Energynewsbeat.co1.The Oil and Gas Markets are Changing for Peace and Supporting the US Dollar2.Fire Engulfs Shahr-e Rey Oil Refinery in Southern Tehran: Israeli Strikes Target Iran's Energy Infrastructure3.Iran Conflict Sets the LNG Markets on End: What Does This Mean for the Market, Investors, and Consumers?4.Russia Following the Money: Shifting Gas and Oil Sales to Asia5.The U.S. Merchant Marine Fleet Needs an Update6.Iran-Linked Ships Transit as Others Wait for Insurance7.US Oil Rig Count UP as WTI Moves UP to $92.21Check out the Energy News Beat Substack: https://theenergynewsbeat.substack.com/Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/
It's EV News Briefly for Thursday 05 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyMIDDLE EAST CONFLICT LIFTS UK FUEL AND ENERGY COSTSBrent crude surged past $84 per barrel and UK gas prices spiked to a three-year high of £1.44 per therm after Qatar halted LNG exports following Iran's threat to attack tankers in the Strait of Hormuz, with the RAC warning UK forecourt prices will feel the full impact within a week. Home EV charging costs are shielded for now by the energy price cap — fixed at 24.67p per kWh for electricity until end of June — but wholesale price rises could push the cap higher from July, making both home wallbox and public charging more expensive.EUROPEAN FLEETS COULD SAVE €246BN BY 2030A new EY and Eurelectric report finds that fully electrifying Europe's corporate fleets could deliver up to €246 billion in cumulative savings and cut one billion tonnes of CO2 by 2030. However, the authors warn that cheaper running costs alone will not drive mass uptake, calling for coordinated action from manufacturers, policymakers, grid operators and finance providers to tackle high upfront costs, uncertain residual values, and charging infrastructure delays.CUPRA BORN FACELIFT BRINGS SHARP NOSE, SMALL TWEAKSCupra has facelifted the Born with a "shark nose" front end, triangular matrix LED headlights, a continuous rear light strip, and new 235 mm tyres across all five wheel options, while the aerodynamically improved 79 kWh variants now claim around 600 km (373 miles) of WLTP range. A new entry "Born Plus" trim pairs a 58 kWh battery with a 140 kW motor — figures that match Ford's Capri LFP option and strongly suggest a switch to LFP cells from the updated MEB+ platform — though Cupra has not confirmed drivetrain details and appears to be saving that announcement for a related reveal, likely the VW ID.3 facelift later in 2026.FORD EV SALES SINK 71% AFTER LIGHTNING EXITFord's US EV sales collapsed 71% in February 2026 to just 2,122 units, the steepest monthly drop in its EV history, driven by the discontinuation of the F-150 Lightning and the expiry of the federal EV tax credit. Ford's Model e division lost $4.8 billion in 2025 and is forecast to lose another $4–5 billion in 2026, with profitability not expected until 2029; the company has already booked a $19.5 billion writedown and is pivoting to a new ~$30,000 midsize electric pickup it hopes will revive the business by 2027.LUCID PATCHES GRAVITY SOFTWARE AGAINLucid Motors has pushed software update 3.4.4 to the Gravity SUV, targeting AC charging improvements and Drive Assist availability, following a January update that resolved around 95% of earlier software issues — with the car averaging a new update every 24 days since launch. Lucid has closed its online configurator for both the Air and Gravity while it prepares its 2027 model year announcement, and Air owners face a $950 hardware upgrade bill to access the newer UX 3.0 platform already running in the Gravity, due to arrive by autumn 2026.MITSUBISHI READIES LEAF-BASED EV FOR CANADAMitsubishi is preparing its first all-new model since the Eclipse Cross for Canadian dealerships in 2026, built on Nissan's CMF-EV platform and LEAF architecture, with spy shots showing a heavily camouflaged prototype that shares the LEAF's roofline, proportions, and rear hatch panel. Both models will be built side by side at Nissan's Kaminokawa plant in Japan, and Mitsubishi may receive the smaller battery pack to undercut the LEAF on entry price — a strategy that would see Nissan supply the foundations while a cheaper sibling competes for the same buyers.ALPITRONIC UNVEILS HYC400 SERIES 2 CHARGERAlpitronic has launched the HYC400 Series 2, retaining the 400 kW maximum output of its predecessor while upgrading to a 22-inch touchscreen (up from 15.6 inches), second-generation silicon carbide power stacks, and a higher continuous output current of 600 A (up from 500 A). The unit maintains 97.5% charging efficiency but standby power consumption rises significantly from 43 W to under 100 W, and cable options narrow to a single 5-metre length; Alpitronic will sell both generations simultaneously to suit different site requirements.APTERA SHOWS FIRST VALIDATION-LINE VEHICLE PHOTOAptera Motors has published the first photo of a vehicle off its validation assembly line, marking a milestone for its three-wheeled, solar-assisted EV that claims 400 miles of range from a 44 kWh battery and up to 40 miles of daily solar charging, classified as a motorcycle to bypass certain safety regulations. The launch edition price has risen to $40,000 — a $9,300 increase from prior estimates — though a $28,000 model is planned for the future, and with nearly 50,000 pre-orders and a stated daily capacity of 80–100 vehicles, Aptera claims it could fulfil all orders within 500 days of full production, though the end-of-year delivery timeline remains uncertain.GEELY TARGETS DEFENDER WITH GALAXY BATTLESHIPGeely plans to launch the Galaxy Battleship in the UK in 2028, a blocky hybrid 4x4 aimed squarely at the Land Rover Defender and Toyota Land Cruiser, with a production design expected to stay 90–95% true to the Galaxy Cruiser concept shown at the 2025 Shanghai Motor Show. Built on the GEA Evo platform with steer- and brake-by-wire, it may use an AI-driven plug-in hybrid system with a stated output of around 858 bhp, and Geely is promising an interior that surpasses the Defender's for luxury — a bold claim for the Chinese brand's first foray into the 4x4 segment.EU UNVEILS LOCAL-CONTENT RULES FOR CLEAN TECHThe European Commission has unveiled the Industrial Accelerator Act (IAA), tying over €2 trillion in public procurement and subsidies to low-carbon and "Made-in-EU" conditions across sectors including EVs, steel, cement, and wind turbines, with the goal of raising manufacturing's share of EU economic output from 14% to 20% by 2035. China is excluded from the initial trusted-partner list — which includes the UK, Canada, and the US — and foreign investments above €100 million from countries controlling 40%+ of global production would face strict conditions including capped 49% foreign ownership and mandatory technology transfer; BMW and Mercedes oppose the Act over fears of higher costs, while Renault backs it and the text must still clear the European Parliament before becoming law.
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
For Super-Spiked subscribers that prefer that written posts, we have included a lightly edited transcript of the video (blue download button below) along with a downloadable copy of the slide deck.WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using the blue Download buttons below.We are coming to you from Houston following my participation earlier this week at the Aspen Institute's Winter Energy Forum. This week we provide thoughts on Iran and the latest Middle East conflict. As usual, our focus is on what the long-term implications could be for companies and investors. Our ten initial long-term takeaways are as follows: 1 - Super Vol remains our commodity macro mantra. 2 - Middle East turmoil now as relevant to LNG (liquefied natural gas) as crude oil. 3 - Overhyped oil glut call. 4 - Energy source/technology diversification is a must for countries. 5 - Renewables and other new energies will continue to gain traction. 6 - The case for coal. 7- The case for Canada. 8 – Use unexpected free cash flow to reinforce fortress balance sheets. 9 - Undisruptable oil, gas, coal, copper, and critical minerals. 10 - Commerce over chaos and a brighter future for the Middle East.
घरेलू LPG सिलेंडर 60 रुपये और कमर्शियल सिलेंडर 115 रुपये महंगा हुआ, यूपी के उपमुख्यमंत्री केशव प्रसाद मौर्य के हेलीकॉप्टर में तकनीकी खराबी के बाद इमरजेंसी लैंडिंग, पंजाब-हरियाणा हाईकोर्ट ने राम रहीम को पत्रकार हत्याकांड में बरी किया, नीतीश कुमार के बेटे निशांत ने JDU नेताओं के साथ अनौपचारिक बैठक की, नेपाल में बालेन शाह की RSP सबसे बड़ी पार्टी बनकर उभरी, मिडिल ईस्ट तनाव के बीच सऊदी और पाकिस्तान ने सुरक्षा पर चर्चा की और कतर ने पाकिस्तान को LNG सप्लाई रोकने का नोटिस दिया. सिर्फ 5 मिनट में सुनिए दोपहर 1 बजे तक की बड़ी खबरें.
“Location, location, location” doesn't just apply to residential and commercial real estate. It also holds true for natural gas storage, which is in high-and-rising demand along the Texas/Louisiana border, where a slew of new LNG export capacity is coming online — new gas-fired power plants, too.
Nathan O'Mahony, a Cork man in his 20s, is currently on board one of around 3,200 ships stuck in the Persian Gulf. He's stationed off the coast of Ras Laffan, Qatar, on a vessel carrying 100,000 cubic meters of LNG. The ship was ordered to anchor and remain in place last Friday by the Iranian army, and tensions remain high after two tankers in the area were reportedly shot at.Nathan says he and his 38 crewmates are doing their best to keep spirits high while they wait for further instructions.
Die USA und Israel greifen den Iran an, der wehrt sich. Unter anderem sperrt die Islamische Republik die Straße von Hormus. Das ist ein wichtiger Transportweg für Erdöl und Flüssiggas (LNG). Der Iran beschießt außerdem Energieanlagen in Saudi-Arabien und Katar. Das Emirat stellt deshalb an zwei Standorten seine Flüssiggas-Produktion ein. Deutschland bezieht kein Flüssiggas aus Katar, Europa nur wenig. Trotzdem sorgt der Iran-Konflikt speziell an den europäischen Gasmärkten für Verwerfungen. Warum? Was bedeutet das für die deutsche Energieversorgung? Was bedeutet es, wenn man jetzt noch eine Gasheizung besitzt? "Die Ölversorgung ist deutlich flexibler", sagt Jakob Schlandt. Er warnt: Beim Gas könnte es anders als beim Öl besonders dicke kommen. Sie haben Fragen? Schreiben Sie eine E-Mail an podcasts@ntv.de Sie möchten "Wieder was gelernt" unterstützen? Dann bewerten Sie den Podcast gerne bei Apple Podcasts oder Spotify. Dieser Podcast wird vermarktet von Julep Media: sales@julep.de
VOV1 - Tuyến vận tải qua eo biển Hormuz, chiếm khoảng 20% nguồn cung dầu mỏ và khí tự nhiên hóa lỏng của thế giới, đang bị đình trệ do cuộc xung đột mới nhất giữa Mỹ, Israel và Iran. Tình trạng này đang gây gián đoạn nguồn cung năng lượng toàn cầu.Liên Hợp Quốc vừa bày tỏ lo ngại về nguồn cung năng lượng toàn cầu, mô tả tình hình là "rất, rất đáng lo ngại". Người phát ngôn của Tổng thư ký Liên hợp quốc, Stephane Dujarric, cho biết:“Ngay khi giá năng lượng, dầu mỏ hoặc nhiên liệu hóa thạch tăng lên, điều này sẽ có tác động trực tiếp đến hầu hết mọi khía cạnh, bao gồm cả các hoạt động của Liên Hợp Quốc. Điều này đang xảy ra trong một thế giới mà, đáng buồn thay, vẫn còn rất phụ thuộc vào nhiên liệu hóa thạch.”Tuyên bố của người phát ngôn của Tổng thư ký Liên Hợp Quốc được đưa ra trong bối cảnh eo biển Hormuz bị đóng cửa do cuộc xung đột mới nhất giữa Mỹ, Israel và Iran. Tuyến đường này vốn chiếm khoảng 20% nguồn cung dầu mỏ và khí tự nhiên hóa lỏng (LNG) toàn cầu. Hoạt động vận chuyển qua huyết mạch năng lượng quan trọng Hormuz này gần như bị đình trệ sau khi Iran tấn công sáu tàu, khiến giá dầu tăng cao. Theo dữ liệu của hãng theo dõi tàu biển Vortexa, số tàu chở dầu đi qua eo biển Hormuz đã giảm mạnh từ khoảng 24 chiếc mỗi ngày xuống còn 4 chiếc trong ngày 1/3, sau ngày đầu tiên của cuộc xung đột. Hiện vẫn có khoảng 300 tàu chở dầu đang mắc kẹt trong khu vực eo biển.Một khi eo biển này của Iran bị siết, thế giới không chỉ rơi vào cảnh thiếu dầu mà còn phải đối mặt với một cú sốc lớn về logistics.
US equity futures lower with S&P slightly down. Bonds weaker with US Treasury yields up 3bps. Benchmark Gilt yield is flat in choppy trade. Dollar is firmer. Crude is firmer again. Gold up. Industrial metals mixed. Bitcoin gains. Markets remain focused on energy disruption headlines with articles discussing stag-flationary risks for global economy. Latest Middle East reports highlighted Iranian outreach for talks (later denied), while shifting war aims or timelines remain a source of uncertainty. Iranian attacks on Middle East energy facilities and Hormuz traffic slowdown continue to fan energy supply concerns with Reuters noting Qatar won't return to normal LNG production for at least a month.Companies Mentioned: Senior PLC, TPG Inc, Morgan Stanley
Ten years after the first LNG cargo left Sabine Pass, Charif Souki reflects on the unlikely path that helped launch the U.S.into a top global natural gas exporter. In this episode, Souki recounts the founding of Cheniere Energy Inc., the launch of Gulf Coast exports and the rapid rise of U.S. natural gas production. From technology and shale productivity gains to the next generation of LNG projects, Souki offers a candid look at how the industry transformed over the past decade — and what the next 10 years may hold.
Questions to Ministers NANCY LU to the Minister of Finance: What recent reports has she seen on the economic impact of conflict in the Middle East? Hon Dr MEGAN WOODS to the Minister for Energy: What specific gas price sensitivity analysis did MBIE and Concept Consulting carry out for the LNG terminal decision, if any? KAHURANGI CARTER to the Minister for Children: Was she aware of the reported increase in kids in State care with complex needs and disabilities being housed in motels, sometimes with untrained staff, before the Aroturuki Tamariki Experiences of Care in Aotearoa 2024/25 report; if not, why not? REUBEN DAVIDSON to the Minister for Media and Communications: On what dates has he, or any person acting on his behalf, discussed TVNZ news coverage with any member of the TVNZ Board (including the Chair of TVNZ, Andrew Barclay) or the chief executive of TVNZ? JOSEPH MOONEY to the Minister for Tourism and Hospitality: What recent reports has she seen on tourism's contribution to the economy? SCOTT WILLIS to the Minister for Energy: Did he model how the exposure to global liquefied natural gas markets would affect electricity prices for households as part of his proposal to build a liquefied natural gas import facility; if so, what did the modelling show? Hon Dr AYESHA VERRALL to the Minister of Health: How many people have had a GP consult through the Government's 24/7 online GP service since it was launched in July 2025? RAWIRI WAITITI to the Minister of Defence: Will she rule out sending any military support to the USA and Israel for their military strikes on Iran, which have led to the reported deaths of 1,097 civilians, including 181 children under the age of 10; if not, why not? CAMERON LUXTON to the Prime Minister: Does he stand by all of the Government's statements and actions? RIMA NAKHLE to the Minister of Defence: What recent announcements has she made about the New Zealand Defence Force providing assistance to New Zealanders in the Middle East? Hon KIERAN McANULTY to the Minister of Housing: Does he stand by his statement that "there are 7,000 more social houses in the country"; if so, how many of these additional houses were funded in Budgets 2024 and 2025? Dr HAMISH CAMPBELL to the Minister for ACC: What recent announcements has he made regarding the Accident Compensation Corporation?
العناوين:• الصحافة البريطانية منقسمة حول من يدفع لإجلاء البريطانيين من الشرق الأوسط• RedBird IMI المدعومة من أبوظبي تدمج All3Media مع Banijay في عملاق إنتاج تلفزيوني بقيمة 4.4 بليون €• قطر توقف صادرات LNG بعد الضربات الإيرانية وتعلن القوة القاهرة• Kalshi ترفض دفع رهانات على Khamenei وتعوض المتداولين بدلًا من ذلك
Where are we at with the war? Ambrose Evans-Pritchard makes a very compelling case that this thing is over in four weeks because that's about when the petrol reserves in America get drained. The Strait is closed, no LNG is getting through, Trump cannot tolerate $100 a barrel and so he will capitulate. China can hold out. The Iranians, if they have kept a bunch of attack drones back, can hold out too, then go for some fuel sites in Arab states. You see his theory? It's not to be dismissed. But that's not the only scenario. Bluster aside, and there is plenty of that from the White House, it does seem, as far as these things go, to be going well. The navy is gone, commercial planes are slowly flying again, Israel seems devastatingly effective in Lebanon, and the Kurds are in place with CIA-supplied weaponry, ready to jump the border. Whether the people rise up, when that happens, I have no idea, which could lead you to believe that what we end up with is not a complete transition but more a half-baked mess with vacuums and disorder. But a country that looks radically different to what it looked like a year ago, and with a decimated ability to be a nuclear threat, could be sold by Trump as a win. Of course, the people could rise, alongside the Kurds, storm the barracks, get the Shah's son ensconced and it's what, loosely, you would call a complete victory, which would be historic if you've followed the story of American interventionism. The cold, hard truth though is Trump in election year cannot afford to lose. So as make-shift and spontaneous as this may appear to some, he is not an idiot and never underestimate his passion for self-preservation. It's why, by the way, for those who worry, Russia and China are nowhere to be seen for their Iranian friends. Self-interest is the greatest weapon and motivator of all. If this works though, as in the Iranian regime we have known with its killing and evil is wiped off the face of the Earth, then everyone from Macron to Starmer to Clark to Hipkins will be working hard to explain why sitting around for decades gasbagging about how unacceptable it is and yet achieving nothing, is somehow a more effective strategy than actually taking the problem and solving it. See omnystudio.com/listener for privacy information.
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Special Brief of The Wright Report, Bryan delivers the latest on the widening war with Iran and the global economic and military consequences now unfolding across the Middle East and beyond. Bryan begins with the tragic confirmation that six U.S. service members were killed by an Iranian drone strike at a U.S. base in Kuwait, while Tehran continues launching missile and drone attacks across the region targeting Oman, the UAE, Qatar, Saudi Arabia, and Iraq. The conflict is now rattling global markets as LNG shipments halt, oil hubs burn, and the battle over the Strait of Hormuz threatens energy supplies for Asia and Europe. The episode then moves inside Iran, where U.S. and Israeli forces have struck thousands of targets including a secret nuclear facility outside Tehran uncovered through surveillance and intelligence cooperation between the CIA and Mossad. Iran's air defenses, missile systems, and much of its navy have been destroyed, giving allied forces near-total control of the skies as the war grinds forward. Bryan also covers the expanding regional front as Israeli forces move into Lebanon to confront Hezbollah, while global powers reposition around the conflict. Russia benefits from rising oil prices, China quietly sits on large oil reserves while watching Taiwan, and Europe scrambles to protect its energy supplies as the war reshapes global alliances. Finally, Bryan explains the political battle now unfolding in Washington, where lawmakers are debating presidential war powers, the legality of the Iran operation, and whether the true objective of the conflict is limited strikes or full regime change in Tehran. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: March 4 2026 Wright Report, Iran war escalation Kuwait drone strike US casualties, Strait of Hormuz oil crisis LNG disruption, CIA Mossad intelligence Iran nuclear facility strike, Hezbollah Lebanon Israel conflict expansion, Russia oil profits Ukraine missile shortage, China oil reserves Taiwan surveillance reduction, Trump war powers debate Iran conflict, global recession risk energy shock
We get into some esoteric speculation on technology, Off world US Navy Ships, Micro Stealth Satellites, Vimana's, Canada..... Wab Kinew's previous career as a rapper, some emails about our recent episode about the trucking disaster in Canada, the LNG shipping fiasco, Gary McKinnon and the Secret Space Program, Portals in the USA, Canadian news according to Douglas Murray, cabbage patch kids plucked out, and Canada MAID for poor. What happens if you happen to find ancient artifacts in your yard in Canada, Hollywood knock offs, Disney psychology, black coffee theory, clip on Margaret Sanger, device tampering by spies, and the chinese lecturer predicts Iran outcome due to water. Trust the plan side of things, Election fraud bubbling to the surface, and Carlin on saving the planet. Did Epstein freeze fusion, and what did Hillary say about Gilgamesh. To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support. For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed Support the show directly: https://open.spotify.com/show/2punSyd9Cw76ZtvHxMKenI?si=ImKxfMHgQZ-oshl499O4dQ&nd=1&dlsi=4c25fa9c78674de3 Watch or Listen on Spotify https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel: https://www.youtube.com/@adultbrainaudiobookpublishing/videos Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Other affiliated shows: www.grimerica.ca The OG Grimerica Show Join the chat / hangout with a bunch of fellow Grimericans Https://t.me.grimerica grimerica.ca/chats Discord Chats Darren's book www.acanadianshame.ca Eh-List Podcast and site: https://eh-list.ca/ Eh-List YouTube: https://www.youtube.com/@TheEh-List www.Rokfin.com/Grimerica Our channel on free speech Rokfin Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/ Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/ MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com Links to the stuff we chatted about: https://x.com/blondebigot11/status/2028842372524581198?s=43 https://x.com/maniaufo/status/2028407952751853698?s=43 https://x.com/redpandakoala/status/2028455023756419585?s=4 https://x.com/holden_culotta/status/2028520012890214643?s=43 https://x.com/maniaufo/status/2028374869021278261?s=43 https://x.com/benwehrman/status/2027995671568285955?s=43 https://x.com/visionaryvoid/status/2027383971139756251?s=43 https://x.com/karldharrison/status/2028197264515313800?s=43 https://x.com/wrong_speak/status/2028464018214514761?s=43 https://x.com/men_of_purpose/status/2028553428746772694?s=43 https://x.com/iluminatibot/status/2028517389554577568?s=43 https://x.com/search?q=Iran&src=trend_click&vertical=trends https://x.com/cirnosad/status/2028740886717501674?s=43 https://x.com/vigilantfox/status/2027442648886202789?s=43 https://x.com/cigsmake/status/2028908516522750173?s=43 https://x.com/cigsmake/status/2028908516522750173?s=43 https://x.com/RedPandaKoala/status/2028589365077921843?s=20 https://x.com/AshtonForbes/status/2028709537587351610?s=20 https://x.com/AshtonForbes/status/2028885265259892789?s=20 https://x.com/JeffWeniger/status/2028555327621239208?s=20 https://x.com/ShadowofEzra/status/2028586819365818631?s=20 https://x.com/chrisbrunet/status/2028077800041885711?s=20 https://x.com/Tablesalt13/status/2028112695736553675?s=20 https://x.com/SunTzusWar/status/2028114488679919871?s=20 https://x.com/The_Astral_/status/2028123298068853135?s=20 https://x.com/WarClandestine/status/2027871579070235120?s=20 https://x.com/ThoughtCrimes80/status/2027566854760173643?s=20 https://x.com/Juliedonuts/status/2027529585210900965?s=20 https://x.com/WarClandestine/status/2027528963640185127?s=20 https://x.com/MarcNixon24/status/2027470520514388138?s=20 https://x.com/Tablesalt13/status/2026847958344307020?s=20 https://x.com/libertybirb/status/2025387134794993958?s=20
Today we had the honor of welcoming three powerhouse guests from Lazard for an engaging discussion at the intersection of geopolitics, global security, and energy markets. Joining us were Admiral Bill McRaven, Retired Four-Star Admiral in the U.S. Navy and Senior Advisor at Lazard, Theodore Bunzel, Head of Lazard Geopolitical Advisory, and George Bilicic, Vice Chairman and Global Head of Power, Energy and Infrastructure. Bill is a Professor of National Security at the University of Texas Lyndon B. Johnson School of Public Affairs and previously served as Chancellor of the University of Texas System. During his military career, he commanded special operations forces at every level and led U.S. Special Operations Command. He oversaw the missions to capture both Osama bin Laden and Saddam Hussein. He joined Lazard as a Senior Advisor in 2021. Teddy has spent his career at the intersection of international political and economic affairs and financial services. He joined Lazard from BlackRock and also serves as a Non-Resident Fellow at the Center on Global Energy Policy. George Bilicic previously led Lazard's Midwest Advisory Business and has over 20 years of experience at Lazard in the investment banking business. His prior roles include senior positions at Cravath, Merrill Lynch, KKR, and Sempra Energy. Our conversation began with Bill's insights into the situation in Iran and the broader Middle East, including what we are learning four days in, the difference between a more “surgical” campaign and a broader strike strategy, and the ways Tehran may try to expand the conflict and prolong it. Bill shares his assessment of the military operation so far, why Iran's missile and drone response was expected, what surprised him tactically, how decentralizing command and control complicates targeting, and why regime change is far more complex than simply removing leadership. We explore the risks around the Strait of Hormuz, the realities of stockpiles and logistics, the strain of sustained deployments, and what seamless U.S.-Israel military coordination signals to China and Russia as they assess this new geopolitical map. George outlines what this volatility is doing in boardrooms around the world, from capital allocation and cost of capital to supply chain realignment, tariff sensitivity, and the growing premium on reliable 24/7 power. Teddy explains how Lazard integrates real-time geopolitical analysis into client strategy, why regulatory decision-making is becoming more discretionary, how European leaders are grappling with structural energy vulnerability and higher costs, how allies and European boardrooms are reassessing U.S. reliability, and why “trusted supply” is becoming central to LNG contracting and long-term energy security. We end by looking at the uncertain path forward, including the limits of prediction, the sustainability of current operations, and how geopolitics is increasingly embedded in corporate decision-making. Thank you to Bill, Teddy, and George for the insightful and timely discussion. Mike Bradley started off by noting that this week's macro conversation has been dominated by U.S. military strikes against Iran and the potential short- and intermediate-term market fallout. In rates, the 10-year Treasury yield moved up to 4.06% (up 12 bps), while some perceived safe havens like gold and silver were ironically lower on the week. In crude, WTI spiked Tuesday to roughly $78/bbl before pulling back to around $74/bbl, amid reports that the Strait of Hormuz was effectively shut—halting approximately 15 mmbpd of oil shipments. Oil retraced from intraday highs as markets focused on President Trump proposing financial security and military escorts for tankers in and out of the Gulf, rather than an SPR release. Refined products moved sharply higher, with wholesale diesel, gasoline, and heating oil up roughly 20% this week. Globally, Qatari LNG was shut down for the first time in 30+ years, help
Markets face rising volatility as geopolitics push oil higher and keep stocks range bound. Plus, strategists say energy moves could shape the next market breakout. And later, experts warn LNG disruptions could hit Europe and Asia hardest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Since the U.S. and Israel first struck Iran on Saturday, energy prices have been on the rise. Oil prices are up around 13 per cent, and LNG – liquefied natural gas – is up around 75 per cent. 20 per cent of the world's oil and LNG pass through the narrow Strait of Hormuz, a passageway between the Persian Gulf and the Arabian Sea that is effectively being blocked by Iran's Revolutionary Guards. Eric Reguly is The Globe and Mail's European Bureau Chief. He joins the show to talk about the role energy plays in the war in Iran, and how the reverberations are being felt far beyond the Middle East. Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Energy News Beat Stand up is on a roll, and we have David Blackmon stop by to cover more of the stories. This podcast is pushed out on both platforms. What a day on the news desk, Qatar shuts down LNG, and it will take a minimum of 4 to 6 weeks to fire back up to volume. The other huge story today is that Ukraine may have been the one to hit a Russian LNG tanker in the Mediterranean. Yes, you read that right - Mediterranean. 1. Cutter's LNG Shutdown and Global Energy Impact The transcript discusses a major disruption in the global LNG market following Cutter's complete shutdown of liquefied natural gas operations after a drone attack on critical infrastructure. This has created significant supply shortages and affected Europe's energy security, with implications for Russia's gas export strategy.2. Middle East Conflict and Energy Infrastructure Attacks There's substantial discussion about escalating tensions in the Middle East, including Iranian missile and drone attacks on Saudi Arabian and Qatari oil refineries and LNG terminals. These attacks have disrupted global energy supplies and raised concerns about the vulnerability of critical energy infrastructure in the region.3. Trump's New Shipping Insurance System The transcript covers President Trump's announcement of a U.S.-backed marine insurance system, which is positioned as a potential challenge to London's traditional dominance in global shipping insurance through Lloyd's of London.4. California Refinery Regulations Chevron's warning to California's Governor Newsom about proposed regulations by the California Air Resources Board is discussed, with concerns that these regulations could effectively shut down the state's remaining refineries.5. Energy Sector Stock Performance and Investment Analysis The transcript includes analysis of various energy-related stocks, including refineries, LNG companies, and oil and gas producers like Valero, Cheniere Energy, Enbridge, and Exxon Mobil, examining their earnings potential and investment timing.1.Qatar Shuts Down LNG: What Does This Mean for Global Markets? What should US Investors look for?2.Gulf Refineries and Terminals Under Fire by Iran: Escalation in the Middle East and Its Ripple Effects on Global Energy Markets3.First LNG Tanker Hit in the Mediterranean: Escalation in Shadow Fleet Warfare4.Chevron Warns of Irreversible Harm to California's Economy and Energy Security in Letter to gov. Newsom5.Nationwide Gas Prices Jump 11 Cents; California Still Leads with the Highest Gas Prices6.California will be a national security risk for the entire country!Shout out to Reese Energy Consulting https://reeseenergyconsulting.com/Check out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/
On Episode 814 of The Core Report, financial journalist Govindraj Ethiraj talks to Ajay Bhalotia, General Secretary of All India Rice Exporters Association (AIREA) as well as Sudhir Sethi, Founder and Chairman at Chiratae Ventures. SHOW NOTES(00:00) Stories of the Day(00:50) LNG gas supply crunch builds up as Indian importers declare a formal force majeure(03:31) Markets take a fresh knock but still doing better than expected(07:43) India's basmati exports are blocked from going to the West Asia(14:49) India has major AI ambitions. Where will the funding come from?Register for India Finance and Innovation Forum 2026https://tinyurl.com/IFIFCOREFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/ USE Code WAM to save 25% plus free shipping! BUY GOLD HERE: https://firstnationalbullion.com/schedule-consult/ Avoid CBDCs! Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# Josh Sigurdson reports on the breaking news that according to reports in the region, Kurdish forces armed and funded by the United States and Israel are marching from Iraq into Iran in a massive ground invasion. The Kurdish province of Iran has been evacuated in the north west and this offensive is also leading to Houthis getting involved in hitting vital targets inside Saudi Arabia. President Trump says troops on the ground are a very big possibility. The US has admitted that the CIA has been slipping arms to Kurdish forces in Iran for years. They've also admitted purposely causing the economic crisis in Iran leading to the uprising. They've also admitted that Israeli intelligence was controlling the protests. This is a textbook coup and the consequences could be massive. A US submarine has just sunk an Iranian warship in the first torpedo kill since World War 2. Iran has allegedly taken out a $1.1 billion radar at the most fortified US base in the Middle East. All of this with just one missile. Meanwhile, Senator Lindsey Graham is calling for the United States and Israel to invade Lebanon on the ground as well. According to him, Iranian forces are there. Right... just like Venezuela and Mexico, hey? This is all starting to sound exactly like the Iraq War. Exactly down to every detail... Saudi Arabia and Qatar have both reportedly arrested multiple Israeli intelligence agents in their countries for plotting terror attacks. Does that make anyone else consider where this is going? Clearly there will be major planned attacks meant to be blamed on Iran going forward. Massive supply chain gridlocks are happening due to the closure of the Strait of Hormuz with oil prices skyrocketing and one fifth of global LNG supplies going offline. To top it all off, the US is now doing military operations in Ecuador. So much for "Peace President." We tried to warn people but were called "blackpilled." Reality is reality. We just want those of you watching this or reading this to stock up, be prepared and not be dependent on the new digital system they're building to imprison you in. Stay tuned for more from WAM! Get local, healthy, pasture raised meat delivered to your door here: https://wildpastures.com/promos/save-20-for-life/bonus15?oid=6&affid=321 USE THE LINK & get 20% off for life and $15 off your first box! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! SIGN UP FOR HOMESTEADING COURSES NOW: https://freedomfarmers.com/link/17150/ Get Prepared & Start The Move Towards Real Independence With Curtis Stone's Courses! GET YOUR FREEDOM KELLY KETTLE KIT HERE: https://patriotprepared.com/shop/freedom-kettle/ Use Code WAM and enjoy many solutions for the outdoors in the face of the impending reset! PayPal: ancientwonderstelevision@gmail.com FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! Pledge here! Just a dollar a month can help us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2026
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, Bryan delivers the latest from the expanding war with Iran, as six U.S. service members are confirmed dead and Tehran escalates missile and drone attacks across the Gulf, including strikes near Qatar's LNG facilities that sent global energy markets surging. Bryan breaks down the battle for the Strait of Hormuz, the growing coalition forming against Iran, Hezbollah's renewed attacks from Lebanon, and the stark math problem facing the Pentagon as cheap Iranian drones collide with expensive American interceptors. He also addresses conflicting messages from the White House about whether this war is about nuclear containment or full regime change, offering candid analysis on what may have shifted behind the scenes. The episode then turns to China's quiet oil dilemma as Beijing urges Tehran to stand down while sitting on roughly 100 days of reserves, and finally to the U.S. homeland, where military bases heighten security amid rising Islamist rhetoric in cities like Dearborn and Manassas. Bryan closes with a sober warning about radicalization, domestic security, and the long-term consequences of a widening Middle East war. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: March 3 2026 Wright Report, Iran war escalation US casualties Kuwait, Strait of Hormuz oil crisis LNG Qatar strike, Hezbollah Lebanon front Israel, cheap drones missile interceptor cost imbalance, Trump regime change Iran debate, CIA intel Ayatollah strike decision, China oil reserves Iran Venezuela supply, US military base force protection measures, Dearborn Manassas mosque extremism debate, homeland security Islamist threat
On Tuesday, March 3, Brian Szytel reports a volatile session where the Dow opened down about 850 points, fell as much as 1,200, and recovered to close down about 400, with the S&P 500 and Nasdaq down about 1% and moving more in unison; the 10-year yield rose only 1 bp after being up over 6 bps earlier. Markets reacted to fears around a near-closure of the Strait of Hormuz, which briefly lifted oil over 9% before closing up 2.8%, and to U.S. assurances of tanker insurance/protection that eased inflation expectations; TIPS breakevens jumped about 20 bps. He notes LNG is cut off to most Middle East countries and export transportation is down 20%, with U.S. gas about 40% cheaper than Europe/Asia. He previews key week data (ADP, PMI/ISM services, Beige Book, claims, productivity, and the employment report) and answers an AI question: U.S. power upgrades are “when, not if” despite regulatory delays and natural-gas advantages, while China faces chip export controls; U.S.–China AI partnership is unlikely due to national security concerns. 00:00 Market Selloff Recap 00:36 Strait Tensions and Oil Spike 02:03 Energy Supply Disruptions 02:27 War Headlines and Market Context 03:16 Inflation Breakevens and TIPS 03:32 Staying Calm in Volatility 04:12 Week Ahead Economic Data 04:52 Ask TBG AI and Energy 05:24 US Power Buildout Outlook 06:33 China Chips and DeepSeek Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
【主なニュース】▽トランプ大統領 大規模攻撃を示唆 米政府職員の退避を勧告 ▽高市首相 イラン情勢 LNG価格の動向注視 日米首脳会談で議論を ▽株価 一時1900円超値下がり イラン情勢受け原油価格上昇に懸念 など
【主なニュース】▼トランプ大統領 対イラン“大きい波 まもなく来る” ▼高市首相 イラン情勢 LNG価格の動向注視 安定供給対応に努める ▼株価 一時1000円超値下がり イラン情勢受け原油価格上昇に懸念 など
Natural gas prices spike in Europe after Qatar closes its LNG base. Meanwhile the Strait of Hormuz closure sends crude oil higher and its importance in the shipment of fertiliser ingredients could have major effects on global crop production this year, the boss of Yara says
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1283: Oil markets are on edge as global conflict pressures fuel prices and supply chains. Meanwhile, BYD may have cracked the code on five-minute EV charging, and CarMax becomes the first U.S. auto retailer to launch a shopping app inside ChatGPT.Oil markets are on edge after military action involving the U.S. and Israel disrupted shipping through the Strait of Hormuz. While automakers aren't seeing immediate shutdowns, rising energy prices and potential shipping reroutes are adding another variable to an already complex year.Roughly 20 million barrels of crude flow through the strait daily, along with LNG, aluminum, steel inputs and key plastics used in vehicle production.Oil briefly jumped nearly 7%, with analysts warning prices could top $100 a barrel if the conflict drags on.Automakers rely heavily on Asia–Europe sea lanes for semiconductors, battery materials and electronics—any expansion into the Red Sea or Suez would be “significantly disruptive.”“It certainly adds risk [for OEMs] and you've got to be thinking about rerouting anything that's going to go through that part of the world,” said AlixPartners' Dan Hearsch.If range anxiety has been the headline problem for EV adoption, BYD may be attacking it at the source. The Chinese automaker is testing a 1,500 kW “flash charging” network that looks less like a parking lot and more like a traditional gas station.The demo site in Shenzhen features liquid-cooled charging guns and pull-through lanes, allowing drivers to plug in and roll out—no backing into stalls required.Leaked specs suggest up to 1,500 kW on a 1,000V architecture—potentially adding 249 miles in about 5 minutes. For context, most U.S. and European fast chargers top out at 350 kW.Testing is currently limited to select BYD models with a “Flash Charge” badge, with charging reportedly starting within 10 seconds of plug-in.Pricing at the demo site is around $0.18 per kWh, a fraction of many Western public charging rates.CarMax just became the first U.S. auto retailer to launch a car-shopping app inside ChatGPT, bringing both buying and selling tools directly into the AI platform. It's another signal that conversational commerce isn't coming—it's here.Customers can browse CarMax's 45,000+ vehicle inventory using natural prompts like “SUV with third row under $25,000” or “small AWD car with good tech.”The app also allows sellers to check their vehicle's value and connect directly to CarMax's online offer tool.CarMax says the goal is to reduce the overwhelm of used-car shopping by meeting customers on a platform they're already using.Today's show is brought to you by iPacket Value. From accurate MSRP validation to smarter merchandising decisions, iPacketJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
New and expanded natural gas storage facilities near the Texas/Louisiana border are coming online and being planned, mostly in response to the ongoing buildout of LNG export capacity along the Gulf Coast and new gas pipelines to those terminals.
Mike Armstrong and Marc Fandetti break down the market reaction as oil jumps toward $80 a barrel following escalating tensions with Iran. With the Strait of Hormuz effectively shut down, LNG production disrupted, mortgage rates climbing back above 6%, and stocks sharply lower, the hosts examine whether this energy shock could reignite inflation and complicate the Federal Reserve's path on interest rates.They also explore why oil spikes have historically preceded recessions, whether today's U.S. economy is less vulnerable than in past decades, and what widening market dispersion signals about investor positioning beneath the surface of a seemingly stable index.
Ceny ropy kvůli chaosu způsobenému útokem na Írán rostou. Může dražší ropa poškodit globální ekonomiku? A mohla by přinutit EU ke zrušení zákazu dovozu ropy z Ruska? „Většina dodávek, ať už ropy nebo LNG, míří ze zálivu Hormuzským průlivem do Asie. Expozice Evropy vůči těmto dodávkám je menší, proto si myslím, že bezprostředně ta otázka na stole není,“ říká Jan Bureš, hlavní ekonom ČSOB. Vladimír Kroc se ptal na inflační očekávání, výhledy akciových trhů i maloobchodních cen.
The U.S. strikes at more than 1,000 Iranian sites including IRGC facilities while Tehran retaliates by hitting the U.S. embassy in Riyadh. President Trump says he is prepared to extend the conflict if necessary. Oil and gas shipping prices surge as Iran claims it has blocked the Strait of Hormuz and vows to hit any vessels attempting to pass through. Qatar, meanwhile, has said it is suspending LNG production. Asian markets suffer a day in the red with the Kospi falling by more than 7 per cent. U.S. and European futures indicate continued selling later today.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On February 28, the United States and Israel launched an attack on Iran, killing the Supreme Leader along with other senior leaders of the Islamic Revolutionary Guard Corps (IRGC). In his initial statements following the attack, President Trump signaled that regime change was a potential objective. Iran responded aggressively, targeting a range of military, civilian, and energy infrastructure across nine countries at the time of recording. Energy facilities have been hit, including a refinery in Saudi Arabia and LNG export facilities in Qatar. The Strait of Hormuz, a strategic chokepoint handling roughly one-fifth of global oil flows and a key corridor for Qatar's LNG exports, is effectively blocked. Shipping companies and insurers are unwilling to risk moving through the narrow chokepoint amid ongoing missile and drone attacks in the region. Several tankers have also reportedly been struck. As a result, oil and natural gas prices have risen. If the Strait of Hormuz remains blocked for an extended period, even higher prices are expected. This week on the podcast, Peter and Jackie are joined by Josef Schachter, President and Founder of Schachter Energy Research Services Inc. They discuss the recent events, oil prices, available spare production capacity, and inventories, and what these developments could mean for the Canadian oil and gas industry. Content referenced on this podcast:Learn more about the Schachter Energy Report and the Eye on Energy Report Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
This was a wild discussion of the current global oil and gas markets with David Blackmon and Stu Turley. We covered stories from Energy News Beat and David's Substack.If you only have time for one podcast, this may be it, as we cover the markets and critical issues on how long this may last.Oil and natural gas prices:David and I discussed the recent spike in oil and diesel prices, with oil prices increasing by around 14-15% over two days. The hosts analyze the potential reasons and implications of these price increases.Geopolitical tensions in the Middle East:The discussion focuses on the Strait of Hormuz, a critical chokepoint for global oil and LNG trade, and the potential disruptions to shipping in the region due to tensions and conflicts.The transcript covers the involvement of various countries, such as Iran, Iraq, Saudi Arabia, and the UAE, in the regional dynamics and their potential impact on energy markets.Energy security and dependence:We discuss the concept of “energy security starts at home, but energy dominance starts at your exports,” highlighting the energy dependence of the European Union on Russian oil and gas.We also touch on the energy crisis in California and the challenges faced due to the shutdown of refineries and pipelines. And I am interviewing Ronald Stein on Monday to cover the latest crisis in California.U.S. foreign policy and geopolitics:The transcript delves into the Trump administration's foreign policy actions, particularly in relation to Iran and Venezuela, and their potential impact on global energy markets and China's influence.The hosts also discuss the shifting geopolitical alliances and the potential for Russia to improve its relationship with the United States.U.S. domestic politics and energy policy:The discussion touches on the upcoming elections in the U.S., particularly the Republican primary race in Texas, and the potential implications for energy policy and regulation.The hosts also criticize the current Republican leadership in the Senate for not taking decisive action on energy-related legislation.Electricity pricing and grid resilience:The transcript delves into the issues surrounding the pricing of electricity, particularly the need to redefine the levelized cost of electricity for renewable energy sources to include the cost of storage and grid resilience.Starmer to Trump: “You Have No Plan.” Trump Replies: “Have You Been Following Venezuela's Story?”At What Price Will the EU Open Russian Gas and Oil Pipelines?The Price for Oil May Go Up If the Bypass Pipelines Are Hit, and If Ship Insurance Is Not ApprovedHow Long Can China Survive After Losing Venezuela and Iraq's Discounted Oil Supplies?California will be a national security risk for the entire country!Qatar Halts LNG Production, and the European and Asia Markets RespondCheck out David's Substack at https://blackmon.substack.com/Get your CEO on the #1 Energy Podcast in the United States: https://sandstoneassetmgmt.com/media/Is oil and gas right for your portfolio? https://energynewsbeat.co/invest/
Az iráni Forradalmi Gárda általános zárlatot rendelt el a Perzsa-öblöt az Indiai-óceánnal összekötő Hormuzi-szorosban, amely kulcsfontosságú a globális kőolaj- és LNG-szállítások szempontjából. Vendégünk Varga Zoltán, az Equilor szenior elemzője volt, akivel a szoros lezárásának gazdasági következményeiről beszélgettünk. A műsor második részében az iráni háború légi közlekedést felborító hatásairól volt szó. Pető György repülésszakértőt arról kérdeztük, hogy mennyiben alakíthatja át az iparágat, az útvonalakat és a repülési szokásokat a világ legfontosabb légikikötői között számon tartott Katar és Dubaj megtámadása. Főbb részek: Intro − (00:00) Hormuzi lezárás: kockázatok és mellékhatások − (01:44) Mit okozhat az iráni háború a légi közlekedésben hosszú távon? − (10:51) Kép forrása: Nikolas Kokovlis/NurPhoto via Getty ImagesSee omnystudio.com/listener for privacy information.
In today's Smashi Business Show, we cover three major stories shaking the region. Saudi Aramco's Ras Tanura refinery — processing 550,000 barrels a day — has been shut down after a drone strike, as Qatar simultaneously halts LNG production following Iranian attacks on key energy facilities. Brent crude is already surging past $79. Amazon Web Services confirms drone strikes have damaged data centres in the UAE and Bahrain, disrupting cloud services and forcing warehouse closures across the Gulf. And on a lighter note, the UAE dirham is set to get its own Unicode symbol — coming to keyboards worldwide this September. Stay informed with us.Newsletter: https://lnkd.in/dAkTDhJ6WhatsApp: aug.us/40FdYLUInstagram: aug.us/4ihltzQTiktok: aug.us/4lnV0D8Smashi Business Show (Mon-Friday): aug.us/3BTU2MY
Today's Post - https://bahnsen.co/3NdZ2Sm In a Monday Dividend Cafe recorded before the market close, David Bahnsen discusses the market and energy implications of weekend U.S. military actions involving Iran, emphasizing the show is not for strategic or editorial war analysis. He notes futures opened down about 500 points but equities recovered to roughly flat, while oil rose about 6–9% to around $70 and U.S. LNG-related names moved on the prospect of greater export demand if Middle Eastern supply is disrupted. He highlights the absence of a traditional “flight to safety,” with Treasury yields higher across the curve (10-year up about 9 bps, 2-year up about 11 bps) and defensives lagging while energy and technology led. Bahnsen argues outcomes hinge on conflict duration, but elevated valuations and broader uncertainties (AI, private credit, tariffs, courts) raise risk and volatility. 00:00 Monday Market Setup 00:51 What This Show Covers 02:21 Futures Drop Then Recover 03:26 Oil Moves And LNG Angle 04:50 Conflict Duration Scenarios 06:47 Why Markets Stay Calm 08:16 Bonds And Sector Signals 10:09 Valuations And Uncertainty 11:59 Closing Thoughts And Prayer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Sentient oil, dialectical analysis of oil, the "bathtub" vs. dialectical take on oil, the obsession with oil among Western elites, oil as a possession of the developing world, the nationalization of oil, OPEC, the dwindling oil holdings of the Western capitalists, oil as a tool of containing China, why US efforts to contain China with oil will fail, Venezuela, Maduro's removal, the fallacy of the US taking control of Venezuela's oil, Iran, the 1953 coup in Iran, British Petroleum (BP), BP as a facilitator of the coup, the role oil workers played in Iran's revolution, US designs on Iran, the role oil played in the latter part of the Cold War, oil used as a tool of economic warfare against the Soviet Union, the Petrodollar, the Petro Wars of the 1990s in the developing world, the Ukraine-Russia conflict as a new Petro War, Charif Souki, liquefied natural gas (LNG), Michael Khorkokovsky, grid war, the desire of US elites to rebuild/privatize US energy infrastructure, false flags to destroy the US grid, cryptocurrency, crypto as the new PetrodollarMusic by: Keith Allen Dennishttps://keithallendennis.bandcamp.com/ Hosted on Acast. See acast.com/privacy for more information.
Julian Emanuel of Evercore ISI explains how policy headlines are shaping investor positioning and risk appetite. Dan Yergin joins to assess what comes next for oil and LNG as global supply and geopolitics remain in focus. Credit stress remains a major concern. Jeffrey Kivitz of Canyon Partners discusses risks building beneath the surface and how institutional investors are navigating tighter financial conditions. Paul Hickey of Bespoke looks to history to frame what could come next for markets while Sheila Kahyaoglu of Jefferies explores opportunities and risks in the defense sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Chuck Zodda and Mike Armstrong assess the economic fallout after U.S. strikes on Iran intensified Middle East tensions. With oil jumping nearly 7%, LNG production disruptions in Qatar, halted shipping through the Strait of Hormuz, and insurers pulling coverage from tankers, the hosts break down how duration, scope, and magnitude will determine whether this is a short-term shock or something more damaging to the global economy.They also examine market reactions across stocks, bonds, currencies, and energy, debate whether AI-driven job displacement fears are overblown, and analyze Nvidia's earnings and why the stock continues to trade sideways despite strong results.
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