Podcasts about Strait

Iran has the capacity to militarily shut down tanker traffic through the Strait of Hormuz. If it does, and that lasts for more than a month, then the world economy will suffer a heart attack. Can they do it? Yes. Will they? That all depends on what Trump does next.Click Here for Part 2

Pacers even up. Trump TACO in play? Local bars and restaurants booming during Pacers run. CNN's Abby Phillip complains about ICE tactics, Whoopi Goldberg said it’s not different to live in the US and Iran in 2025. Big changes from Braun at IEDC. Max Frost wants to be the next Jasmine Crockett. Custom made mail boxes. Martina Navratilova defending girls' sports. Tara calls Pop "Pop", not soda Tony, Iron Dome missing more than we expected, China supporting Iran? JMV talks Pacers with Tony. What if Iran blocks the Strait of Hormuz? What will Trump do regarding IranSee omnystudio.com/listener for privacy information.

Tara calls Pop "Pop", not soda Tony, Iron Dome missing more than we expected, China supporting Iran? JMV talks Pacers with Tony, What if Iran blocks the Strait of Hormuz? What will Trump do regarding IranSee omnystudio.com/listener for privacy information.

Today, the audio file delves into C.H. Robinson's groundbreaking AI agent, a proprietary technology poised to revolutionize less-than-truckload (LTL) freight classification by adapting to upcoming changes in the National Motor Freight Classification (NMFC) system. As North America's largest third-party logistics (3PL) provider for LTL freight, C.H. Robinson's innovation promises enhanced efficiency and accuracy across the logistics industry by automating tasks that previously defied automation for decades. The podcast also covers the swift resolution of the legal dispute between factoring company OTR Solutions and DAT Freight & Analytics, with OTR voluntarily dismissing its lawsuit. This settlement enables DAT to fully launch Outgo, a recently acquired financial services and factoring company, through the DAT One platform. In global news, the ongoing Israel-Iran conflict has not yet severely impacted freight markets, but significant concerns persist regarding the potential closure of the Strait of Hormuz. This strategic passage is vital for Persian Gulf nations, exporting 20% of the global oil supply, and any disruption could dramatically affect oil prices and international shipping routes. Listeners can catch Tim Dooner on What the Truck?!? for the latest on the Project44 and Fourkites feud, and Mario Connell on Running on Ice discussing cold chain efficiency with E-Road. Registration is open for the upcoming Enterprise Fleet Summit on July 23rd and the Supply Chain AI Symposium on July 30th in Washington D.C.. Learn more about your ad choices. Visit megaphone.fm/adchoices

After Federal Reserve Chairman Jerome Powell announced, on Wednesday, that interest rates would remain unchanged, he answered reporters' questions; Kevin reviewed the transcript and points out the inconsistencies with comments made during the press conference and previous comments over the last two years. The head of a different independent Federal agency agrees with Kevin and has called on Jerome Powell to cut interest rates or resign; who is it? Kevin has the details. Earlier in the month, The Federal Reserve Bank of New York, released their monthly survey of consumers' expectations for future inflation, which seems to contradict comments by Jerome Powell; Kevin has the details and offers his insights. Dollar General recently released their quarterly financial data; Eaton Corp. announced a major acquisition; Kevin has the details, looks at the data and offers his insights. Oil prices react to the on-going war between Israel and Iran, a Geopolitical risk premium is anticipated, the risk of Iran's oil production and ship traffic through the Strait of Hormuz.

HEADLINES:♦ Saudi Arabia's HUMAIN Launches Media and Gaming Division♦ Mohammed Al Abbar-chaired Americana Looking to Add Five Guys, Cinnabon to its Portfolio of KFC, Pizza Hut♦ Citi Group Says Oil May Touch $90 per Barrel if Strait of Hormuz is shut♦ Syria Conducted its First Direct International Bank Transfer via the SWIFT System

The Rich Zeoli Show- Hour 1: 3:05pm- On Thursday, White House Press Secretary Karoline Leavitt delivered a message directly from President Donald Trump on a potential U.S. strike on Iranian nuclear facilities: "Based on the fact that there's a substantial chance of negotiations that may or may not take place with Iran in the near future, I will make my decision whether or not to go within the next two weeks." 3:10pm- Is an internal MAGA feud brewing on social media? During a Tuesday interview, Tucker Carlson accused Sen. Ted Cruz (R-TX) of wanting to “topple” Iran without knowing anything about the country. Sen. Cruz responded by suggesting Carlson is an isolationist—comparing his misguided foreign policy preferences to those of former Presidents Barack Obama and Jimmy Carter. 3:15pm- CNN pollster Harry Enten revealed data showing 79% of Americans agree with President Trump—Iran cannot be allowed to develop and possess a nuclear weapon. Remarkably, even 79% of Democrats are in agreement with the president. 3:30pm- According to The New York Times, the Trump Administration is considering ways in which Iran can retaliate in the event the U.S. strikes fortified nuclear facilities in Fordo. One of the possibilities is Iran using mines to shut down the Strait of Hormuz—where 20% of the world's oil and liquified natural gas pass through. The move would potentially isolate U.S. naval vessels in the Persian Gulf. 3:40pm- On Wednesday, the Senate Judiciary Committee held a hearing to investigate former President Joe Biden's alleged physical and mental decline while in office—and whether he was fit to serve towards the end of his presidential term. Sen. Josh Hawley (R-MI) called for an investigation into the Biden Administration's use of the auto pen.

The Rich Zeoli Show- Hour 2: 4:05pm- What should President Trump do regarding Iran? Listeners call into the show and voice their opinions. 4:20pm- According to The New York Times, the Trump Administration is considering ways in which Iran can retaliate in the event the U.S. strikes fortified nuclear facilities in Fordo. One of the possibilities is Iran using mines to shut down the Strait of Hormuz—where 20% of the world's oil and liquified natural gas pass through. The move would potentially isolate U.S. naval vessels in the Persian Gulf. 4:45pm- “World's Best Farter.” Jefferson County Judge Raquel West scolded a Texas man for his wardrobe choice during a recent felony court appearance.

The Rich Zeoli Show- Full Episode (06/19/2025): 3:05pm- On Thursday, White House Press Secretary Karoline Leavitt delivered a message directly from President Donald Trump on a potential U.S. strike on Iranian nuclear facilities: "Based on the fact that there's a substantial chance of negotiations that may or may not take place with Iran in the near future, I will make my decision whether or not to go within the next two weeks." 3:10pm- Is an internal MAGA feud brewing on social media? During a Tuesday interview, Tucker Carlson accused Sen. Ted Cruz (R-TX) of wanting to “topple” Iran without knowing anything about the country. Sen. Cruz responded by suggesting Carlson is an isolationist—comparing his misguided foreign policy preferences to those of former Presidents Barack Obama and Jimmy Carter. 3:15pm- CNN pollster Harry Enten revealed data showing 79% of Americans agree with President Trump—Iran cannot be allowed to develop and possess a nuclear weapon. Remarkably, even 79% of Democrats are in agreement with the president. 3:30pm- According to The New York Times, the Trump Administration is considering ways in which Iran can retaliate in the event the U.S. strikes fortified nuclear facilities in Fordo. One of the possibilities is Iran using mines to shut down the Strait of Hormuz—where 20% of the world's oil and liquified natural gas pass through. The move would potentially isolate U.S. naval vessels in the Persian Gulf. 3:40pm- On Wednesday, the Senate Judiciary Committee held a hearing to investigate former President Joe Biden's alleged physical and mental decline while in office—and whether he was fit to serve towards the end of his presidential term. Sen. Josh Hawley (R-MI) called for an investigation into the Biden Administration's use of the auto pen. 4:05pm- What should President Trump do regarding Iran? Listeners call into the show and voice their opinions. 4:20pm- According to The New York Times, the Trump Administration is considering ways in which Iran can retaliate in the event the U.S. strikes fortified nuclear facilities in Fordo. One of the possibilities is Iran using mines to shut down the Strait of Hormuz—where 20% of the world's oil and liquified natural gas pass through. The move would potentially isolate U.S. naval vessels in the Persian Gulf. 4:45pm- “World's Best Farter.” Jefferson County Judge Raquel West scolded a Texas man for his wardrobe choice during a recent felony court appearance. 5:05pm- A man has proposed to his AI chatbot “girlfriend”—and it said “YES!” Meanwhile, CBS News spoke with a woman named Irene who has developed a “steamy” relationship with her AI chatbot. Are we all doomed? 5:30pm- During a segment of The View, Whoopi Goldberg bizarrely said that being Black in America is exactly the same as being a citizen of Iran. 5:40pm- On Thursday, White House Press Secretary Karoline Leavitt delivered a message directly from President Donald Trump on a potential U.S. strike on Iranian nuclear facilities: "Based on the fact that there's a substantial chance of negotiations that may or may not take place with Iran in the near future, I will make my decision whether or not to go within the next two weeks." 6:00pm- Tom Azelby in for Rich!

//The Wire//2100Z June 19, 2025////ROUTINE////BLUF: MISSILE ATTACKS CONTINUE IN MIDDLE EAST AS USA CONTINUES WARTIME PREPARATIONS. DATA BREACH LEAKS 16 BILLION LOGIN CREDENTIALS.// -----BEGIN TEARLINE------International Events-Middle East: Missile attacks between Israel and Iran continue. Crude oil prices have increased in response to the concerns that Iranian forces may mine the Strait of Hormuz (as has been theorized as a possibility for a long time). Navigational issues remain palpable as GPS jamming and spoofing has prevented satellite navigation methods from being effective. US military logistical flights continue throughout the region, and non-essential personnel are still quietly being evacuated from various diplomatic posts (such as the US Embassy in Baghdad). This afternoon the White House stated that President Trump will make his decision on direct strikes against Iran within the next two weeks.AC: As with everything the White House has stated this week; this can be interpreted in many different ways. This could be a quiet way of telling Israel "no" without openly defying them, or (more likely) it could be stalling for time while American military assets continue to pour into the region. There is also a fairly good chance that the "2 week" time period is a deception tactic, and that a decision has been made that will come to fruition much sooner than that.-HomeFront-USA: This afternoon a new data breach was reported as approximately 16 billion login credentials have been leaked. Google, Apple, and Facebook are most affected by the breach, which was discovered back in May (though the magnitude of which has only recently become public).-----END TEARLINE-----Analyst Comments: The GPS jamming throughout the Strait of Hormuz may be the cause of the recent collision between oil tankers in the Gulf of Oman a few days ago. GPS jamming and spoofing in these waters has been extremely common over the past few decades, so it hasn't impacted operations that much more than normal. However, it's still a concern as operating in a GPS-denied environment makes things more challenging, and if crew members become complacent, tragedy can strike very quickly. Should things also go kinetic in the Strait of Hormuz, the rescue of crews onboard stricken commercial vessels will become more challenging due to these navigational issues.Analyst: S2A1Research: https://publish.obsidian.md/s2underground//END REPORT//

- Trump on Powell https://x.com/cspan/status/1935342230585164022- Bitcoin Knots nodes now account for 13% of network https://coin.dance/nodes/knots- Iranian Sepah bank data erased by israeli hackers https://www.reuters.com/world/middle-east/suspected-israeli-hackers-claim-destroy-data-irans-bank-sepah-2025-06-17/- Iranian exchange hacked by israeli hackers https://www.elliptic.co/blog/iranian-crypto-exchange-nobitex-hacked-pro-israel-group- Iranian gov cuts internet nationwide https://primal.net/e/nevent1qqs8glpn2lwqyjju968wcmlvvyguvn279qf6re4e5d2tk39affrx9hgfxafs7- US military action against Iran before July? https://polymarket.com/event/us-military-action-against-iran-before-july?tid=1750349409453- Will Iran close the Strait of Hormuz in 2025? https://polymarket.com/event/will-iran-close-the-strait-of-hormuz-in-2025?tid=1750350748491- The EU's “Encryption Roadmap” Makes Everyone Less Safe https://www.eff.org/deeplinks/2025/06/eus-encryption-roadmap-makes-everyone-less-safe- China bans Maple AI in apple app store https://primal.net/e/nevent1qqsrjyn8tdqnyk9sn6tqdrs83r3htw0suupmvjrnnsex5kec7xyzkmcfmygvr- Tanzania | Blocks Access to X and Telegram Amid Financial, Political, and Media RepressionTanzania restricted access to X and Telegram across major Internet providers following a hack of the Tanzanian police force's official account. The platforms remain offline more than three weeks later in the lead-up to October's presidential and parliamentary elections. The timing of the shutdown also coincides with the kidnapping of Ugandan journalist, lawyer, and Oslo Freedom Forum speaker Agather Atuhaire, who says she was tortured and sexually assaulted while in Tanzanian custody before being left at the border between Tanzania and Uganda. Recently, the government also banned the use of foreign currency in daily transactions, forcing citizens to rely on the weakening Tanzanian shilling. And in April, the opposition CHADEMA party was disqualified from participating in the October elections under the pretense of treason against party leader Tundu Lissu. The censorship of online platforms, suppression of opposition and dissidents, and laws banning foreign currency all signal a coordinated strategy to silence criticism and strip Tanzanians of both their political voice and financial autonomy. FinancialFreedomReport.org- Bull bitcoin liquid dca https://x.com/francispouliot_/status/1935040999157276692- BLE mesh for nostr notes when the internet is down https://github.com/KoalaSat/samiz- Daemon and Freedom by suarez0:00 - Intro2:35 - Trump cold open23:56 - Knots nodes30:47 - Iran hacking41:39 - Koala47:34 - Iran Polymarket56:27 - EU encryption58:11 - Maple banned in China1:01:41 - HRF Story of the Week1:03:58 - Boosts1:05:47 - Bull Bitcoin liquid DCA1:11:16 - Daemon and Freedom by SuarezShoutout to our sponsors:Coinkitehttps://coinkite.com/Bitkeyhttps://bitkey.world/Stakworkhttps://stakwork.ai/Follow Marty Bent:Twitterhttps://twitter.com/martybentNostrhttps://primal.net/martyNewsletterhttps://tftc.io/martys-bent/Podcasthttps://tftc.io/podcasts/Follow Odell:Nostrhttps://primal.net/odellNewsletterhttps://discreetlog.com/Podcasthttps://citadeldispatch.com/

The Federal Reserve Chairman, Jerome Powell, announced the decision to maintain a wait and see approach on the economy and left the interest rate unchanged; Kevin has the details, offers his insights and opinion on the decision. Kevin explains how the Fed's policy to keep interest rates high, affects credit card interest rates, business loans and home loans. The Atlanta Fed reported the GDPNow forecasting model; Kevin has the information and discusses the data. The U.S. Commerce Department released single family home starts, overall housing starts and new building permits; Kevin has the details, puts the information in perspective and offers his insights. The U.S. Labor Department released the Initial Jobless Claims Report; Kevin has the details, clarifies the data, offers his insights and opinion. Oil and gas prices react to possible U.S. involvement in the Israel - Iran conflict, possible disruption in the Strait of Hormuz, EIA data on U.S. crude oil inventories and comments from Federal Reserve Chairman Jerome Powell.

Dmitri Alperovitch talks with Israeli Gen Amos Yadlin (Ret.), perhaps the world's only person who has participated in the destruction of three Middle Eastern nuclear weapons programs: first, as an F-16 pilot in 1981 against Iraqi nuclear reactor at Osirak, as Head of Military Intelligence in 2007 against Syrian nuclear reactor Al Kibar, and in various IDF roles for the last nearly 20 years planning the current operation against Iran. 00:00 Introduction 01:29 Strategic Objectives of the Operation Against Iran 07:30 How to Deal With Fordow Enrichment Facility 08:16 Shocking Success 11:20 Danger of Euphoria 14:08 Where Are the Iranian Proxies? 15:40 Threat to the Strait of Hormuz 18:00 Khamenei's Psychological State and Strategic Decisions 20:56 Likelihood of Regime Change 23:38 Implications for the Broader Middle East

On today's episode, Keanu Heydari joins Josiah to discuss the escalating conflict between Israel and Iran in historical context.Read Keanu's piece in the New International: https://newintermag.com/iran-israel-the-logic-of-escalation/Follow Keanu on Bluesky @keanuheydari.bsky.socialFind Keanu's work here: https://www.keanuheydari.com/Become a Fruitless Patron here: https://www.patreon.com/user?u=11922141Check out Fruitless on YouTube: https://www.youtube.com/channel/UCIZWDsDrQ0XvDQFWzE6s2ggFind more of Josiah's work: https://linktr.ee/josiahwsuttonFollow Josiah on Twitter @josiahwsuttonReferencesQuote from Ursula von der Leyen about energy markets, https://x.com/vonderleyen/status/1934821830977835129Agence France-Presse. “Guerre au Proche-Orient : « Les habitants de Téhéran paieront le prix » des frappes iraniennes, avertit Israël.” 15 June 2025. https://www.mediapart.fr/journal/international/160625/guerre-au-proche-orient-les-habitants-de-teheran-paieront-le-prix-des-frappes-iraniennes-avertit-isEl Azzouzi, Rachida. “À Téhéran, les habitants sont saisis de peur et de panique.” Mediapart, 16 June 2025. https://www.mediapart.fr/journal/international/160625/teheran-les-habitants-sont-saisis-de-peur-et-de-paniqueFinancial Times. “Iran's regime fights for survival.” 16 June 2025. https://www.ft.com/content/6103cfdb-0f36-4500-96ef-f3b86a7b29f8Financial Times. “Israel-Iran tensions test central banks' appetite for rate cuts.” 16 June 2025. https://www.ft.com/content/62b8ccec-4997-49b0-99ee-31876e0e6a15Financial Times. “Oil price falls back as flow of crude through Strait of Hormuz unaffected.” 17 June 2025. https://www.ft.com/content/06ce9c20-f5cb-41bf-862c-27d1c4521d45Financial Times. “Was Iran really developing nuclear weapons?” 16 June 2025. https://www.ft.com/content/3a8d78b9-4923-4aef-a303-a0e973ef812dRamdani, Ilyes. “Guerre contre l'Iran : Emmanuel Macron pris au piège israélien.” Mediapart, 16 June 2025. https://www.mediapart.fr/journal/politique/160625/guerre-contre-l-iran-emmanuel-macron-pris-au-piege-israelienMusic & audio creditsSunshine (Prod. Riddiman)Yesterday – bloom.Lofi hiphop 2020 - midsummer, https://www.youtube.com/watch?v=mVcH-b6vi8Y ★ Support this podcast on Patreon ★

Our Global Commodities Strategist Martijn Rats explores three possible scenarios for oil prices in light of geopolitical shifts in the Middle East.Important note regarding economic sanctions. This research may reference jurisdiction(s) or person(s) which are the subject of sanctions administered or enforced by the U.S. Department of the Treasury's Office of Foreign Assets Control (“OFAC”), the United Kingdom, the European Union and/or by other countries and multi-national bodies. Any references in this report to jurisdictions, persons (individuals or entities), debt or equity instruments, or projects that may be covered by such sanctions are strictly incidental to general coverage of the relevant economic sector as germane to its overall financial outlook, and should not be read as recommending or advising as to any investment activities in relation to such jurisdictions, persons, instruments, or projects. Users of this report are solely responsible for ensuring that their investment activities are carried out in compliance with applicable sanctions.Read more insights from Morgan Stanley.----- Transcript -----Martijn Rats: Welcome to Thoughts on the Market. I'm Martin Rats, Morgan Stanley's Global Commodity Strategist. Today I'll talk about oil price dynamics amidst escalating tensions between Israel and Iran. It's Wednesday, June 18th at 3pm in London. Industry watchers with an eye on the Brent Forward Curve recently noticed a rare smile shape: downward sloping in the first couple of months, but then an upward sloping curve later this year, and into 2026. Now that changed last Friday. The oil market creates these various shapes in the Forward Curve, depending on how it sees the supply demand balance. When the forward curve is downward sloping, holding inventory really is quite unattractive; so typically, operators release barrels from storage under those conditions. The market creates that structure when the conditions are tight, and barrels indeed need to be released from storage.Now on the other end, when the market is oversupplied, oil needs to be put into inventory, and the market makes this possible by creating an upward sloping curve. So, the curve that existed until only recently told the story of some near-term tightness first, but then a substantial surplus later this year and into 2026. Now when the tensions in the Middle East escalated late last week, the oil complex responded strongly. But not only did the front-month Brent future, i.e. oil for delivery next month rise quite sharply by about 17 percent, the impact of the conflict was also felt across all future delivery dates. By now, the entire forward curve is downward sloping, which means that the oil market no longer is pricing in any surplus next year – a big change from only a few days ago. Now, no doubt, Friday's events have sharply widened the range of possible future oil price paths. However, looking ahead, we would argue that oil prices fall in three main scenarios. Together they provide a framework to navigate the oil market in the next couple of weeks and months. First, let's consider the most benign scenario. Military conflict does not always correlate with disruptions to oil supply, even in major oil producing regions. So far, there is no reduction in supply from the region. If oil and gas infrastructure remains out of the crosshairs, it is entirely possible that that continues. In that case, we might see brand prices retract to around about $60 per barrel, down from the current level of about $76 per barrel.Our second scenario recognizes that Iran's oil exports could be at risk either because of attacks on physical infrastructure or because of sanctions – mirroring the reductions that we saw during 2018's Maximum Pressure Campaign by the United States. If Iran were to lose most of its export capacity, that would broadly offset the surplus that we are currently modeling for the oil market next year, which would then in turn leave a broadly balanced market. Now in a balanced oil market, oil prices are probably in a $75 to $80 per barrel range. The third and most severe scenario encompasses a broad regional disruption, possibly pushing prices as high as 2022 levels of around $120 a barrel. Now, that could unfold if Iran targets oil infrastructure across the wider Gulf region, including critical routes like the Strait of Hormuz, through which a significant portion of the world's oil transits. The situation remains very fluid, and we could see a wide spectrum of potential oil price outcomes. We believe the most likely scenario remains the first – our base case – with supply eventually remaining stable. However, the probabilities of the more severe disruptions whilst currently still lower, still justify a risk premium of about $10 per barrel for the foreseeable future. As we monitor these developments, investors should stay alert to signs such as further attacks on all infrastructure or escalations in sanctions, which could signal shifts towards our more severe scenarios. Thanks for listening. If you enjoyed the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or colleague today.

US equity futures slightly higher. European markets opened narrowly mixed, while Asian markets were also mixed. Geopolitical focus dominated as Trump held a National Security Council meeting to discuss potential strikes on Iranian nuclear sites, including the Fordow facility. Reports flagged risks of Iranian retaliation and potential mining of the Strait of Hormuz. Trump reiterated a hard stance, demanding Iran's unconditional surrender. Trade talks saw little movement. Trump criticized EU and Japan for failing to offer fair deals and reiterated tariff threats, including imminent action on pharmaceuticals.Companies Mentioned: KKR & Co, Orange, Zegona Communications, Hasbro, Plains All American Pipeline, Keyera

In this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst Rachel Ziemba to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.Key themes include: The strategic shift since October 7 and Israel's methodical dismantling of Iran's proxy network and Iran's #nuclear program #Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping The United States positioning and its implications for escalation, deterrence, resolutionThis is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf

While we await updated Fed Day data, we renew our call for the Fed to cut rates, discuss the muted market response to international conflicts, and examine the important role of bonds in providing stability in investment portfolios. We also talk about Vanguard's less-than-stellar market forecast as we continue to stress the importance of maintaining a diversified, long-term investment approach  Key Takeaways [00:17] - It's time for the Fed to cut rates [04:07] - The market reacts to Israel, Iran, and oil [13:35] - Fools errands: forecasts & short-term strategies [22:56] - The role of bonds in investment portfolios View Transcript Links Around 26% of the world's oil trade passes through the Strait of Hormuz. Markets NOT viewing Israel/Iran as safe haven event, but a crude oil supply shock story. Vanguard forecasts US stocks to return 3.9% annually over the next decade.   Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

On today's podcast: 1) President Trump meets his national security team as the Israel-Iran conflict rages on. Iran and Israel exchanged fire for a sixth day, with the US President meeting with his national security team to discuss the escalating conflict. The US is helping Israel intercept missiles launched by Iran, but has not joined the attacks, despite calls from some political allies to do so. The conflict has raised concerns about a wider impact on the global economy, with oil prices rising and fears of a possible attack on tankers sailing through the Strait of Hormuz. 2) Traders watch for projections as the Fed is expected to keep rates on hold. Federal Reserve officials are expected to leave interest rates unchanged for a fourth straight meeting, citing a need for more clarity on the economic impact of government policy changes. Chair Jerome Powell will likely face questions about the recent cooling of inflation and the potential for future rate cuts, as well as his meeting with President Trump and the Fed's ability to pay interest on reserves held at the central bank. 3) A candidate for New York City mayor is arrested in Manhattan. New York City Comptroller Brad Lander was arrested outside of immigration court in lower Manhattan while escorting a defendant out of court. Lander was detained by US Immigration and Customs Enforcement agents and accused of assaulting a law enforcement officer, but was later released and told he wouldn’t face charges.See omnystudio.com/listener for privacy information.

Crude oil markets continued to hover around the $75 a barrel mark this Wednesday, sustained by fears that the US could get directly involved in the conflict between Israel and Iran. The possibility that Iran could seek to close the Strait of Hormuz, through which about 20 percent of the world's crude production transits, is also a source of concern. Also in this edition: French authorities recall Citroen cars equipped with defective airbags after the death of a woman in a car accident on Saturday.

If Iran actually goes through with shutting the Strait of Hormuz… Western economies would snap.I'm not exaggerating. You're talking about 25% of the world's oil supply gone overnight. $300 oil, food inflation exploding, entire sectors freezing up.And the scary part? Not one shot needs to be fired. Just a blockade. That's all it takes.This is a scenario I've run the models on… and I'll walk you through exactly how fast it would all unravel. Want to protect your savings before the next shock hits? Learn how gold and silver can safeguard your wealth even when everything else breaks. 

On this episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan talk with Kathryn Porter about the frequency issues and outages caused by mixing aging grid infrastructure with inverter-based resources, and what Western countries can do to bolster their grids. // For the intro, Kelly and Joe discuss Israel's strike on Iran and the nightmare scenario: an Iranian decision to close the Strait of Hormuz. // Guest Bio: - Kathryn Porter is the founder of Watt-Logic: https://watt-logic.com/ // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading recommendations: - "The Unaccountability Machine", by Dan Davies: https://www.amazon.ca/Unaccountability-Machine-Dan-Davies/dp/1788169549 // Interview recording Date: June 13, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.

As tensions flare between Israel and Iran, NLW explores how markets—particularly Bitcoin—are reacting to escalating geopolitical risk. Despite missile strikes, assassination reports, and fears of oil supply shocks via the Strait of Hormuz, Bitcoin remains steady at $105K. NLW dives into whether this marks a new resilience or just a temporary lull. Plus, a deep dive into the rise of Bitcoin Treasury companies: Are they pioneering a new financial model—or setting up the next crash? Finally, updates on Solana ETF filings and rumors that Amazon and Walmart are eyeing stablecoins as the Genius Act nears a Senate vote. Brought to you by: Grayscale offers more than 20 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. To learn more, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grayscale.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.grayscale.com//?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-thebreakdown)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

//The Wire//2300Z June 17, 2025////ROUTINE////BLUF: STRATEGIC BUILDUP CONTINUES AS USA CONTINUES PLANS FOR WAR WITH IRAN.// -----BEGIN TEARLINE------International Events-Middle East: The previously observed strategic buildup of tanker aircraft continues, as over a dozen KC-135's moved from Europe to the Middle East overnight. Most of these tankers were flying under the "GOLD" callsign, indicating that they were flying in formation with fighter aircraft in tow. This morning, satellite imagery confirmed that almost every US Navy warship stationed in Bahrain has departed port, to include one Littoral Combat Ship, a few minesweepers, and over a dozen support vessels.This morning President Trump stated that the United States has achieved aerial superiority in the skies over Iran. President Trump also has taken to social media to demand the "unconditional surrender" of Iran, and has threatened to assassinate the Ayatollah if demands are not met.Strait of Hormuz: Overnight, two ships collided in the Gulf of Oman. The M/T FRONT EAGLE collided with the M/T ADALYNN, causing a large fire. Rescue operations are ongoing.AC: Despite early reports, this incident is not the result of combat action. It is not clear why, however the FRONT EAGLE executed a turn hard to starboard, which resulted in her collision with the ADALYNN.-----END TEARLINE-----Analyst Comments: At this point, it is challenging to interpret the recent statements by the White House in any other manner than that a formal declaration of war with Iran is merely a formality. The decision to go to war may have already been signed and sealed as theorized months ago, or the die might not have been cast just yet. Either way, there's absolutely nothing that the American people can do about it at this point, other than improve personal readiness as best one can. Though tensions are palpably high right now, the real challenges will come many months after the US enters into a war with Iran, should that be the chosen course of action.More tactically, the threats to the average citizen living in the American homeland remain, though with debatable levels of severity due to the sheer uncertainty of what the threat really is. Anytime the United States targets anything in the Middle East, the potential for lone-wolf-style attacks here in the homeland increases. At the moment, however, the risks of a false-flag incident occurring to drag the United States into a war is also very high. Protests with varying levels of severity continue more or less persistently in many major US cities, which will present risks regardless of what's happening in the international space.Analyst: S2A1Research: https://publish.obsidian.md/s2underground//END REPORT//

Scott Horton joins David Gornoski to talk about the underlying motives for the Israel-Iran war, whether Trump is compromised, whether civil war would break out in Iran, whether the Strait of Hormuz will be closed, what Americans can do to stop this intervention, and more. Follow Scott Horton on X here. Follow David Gornoski on X here. Visit aneighborschoice.com for more

A dramatic incident happened in the Persian Gulf, where a "dark fleet" tanker collided with another crude oil vessel near the Strait of Hormuz, igniting a fire amidst rising GPS disruptions in the region. This critical maritime choke point, responsible for a fifth of the world's oil and gas supply, continues to be a hotspot for geopolitical tensions. Shifting to international trade, President Donald Trump and UK Prime Minister Keir Starmer have announced a significant easing of tariffs between their nations. This new agreement zeroes out aerospace import tariffs from the UK and reduces auto tariffs to 10% on the first 100,000 vehicles, a sharp drop from the previous 27.5% duty. On the fuel front, benchmark diesel prices have seen their biggest upward move since January, rising 10 cents per gallon to $3.571, largely driven by escalating conflict between Israel and Iran. While crude oil prices briefly dipped, market anxieties over tightened diesel availability persist, especially given Iran's role as a supplier of heavier crude. In North America, DHL Express Canada is preparing to suspend parcel operations due to a tough labor dispute with Unifor, impacting 2,100 workers. A new Canadian law prohibiting replacement workers has forced DHL's hand, leading to an indefinite shipment embargo starting Tuesday night with full operations pausing by Friday. A serious crackdown on safety and fraud in Florida has led to the arrest of eight individuals, including two state employees, for selling fraudulent driver's licenses to undocumented migrants. Shockingly, some of these illicitly obtained licenses were commercial, enabling unqualified individuals to potentially operate tractor-trailers, posing a significant threat to highway safety. Finally, in the skies, Saudi Arabia-based AviLease has made a bold entry into the widebody air cargo market with a direct order for 10 Airbus A350 freighters. These state-of-the-art jets promise remarkable fuel efficiency and the capacity to carry up to 120 tons, featuring the industry's largest cargo door for oversized shipments and even 20-foot containers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Green discusses Tuesday's pullback following Monday's rally. He says today's pre-market fade is not an "aggressive sell-off" adding that it appears the bulls are holding this thing up. KG discusses the Strait of Hormuz significance as it relates to the global oil and energy markets. If U.S. gets drawn into the conflict further, Kevin says that could drive up oil prices. He thinks today's trading range is tighter as investors await clarity from the Iran-Israel conflict, seeing upside potential for the S&P 500 (SPX) to $6050, with first downside support at $6000.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

“This is the first time in [the energy conflict] the U.S. has been a net exporter,” says Ali Meli, and explains why that keeps oil prices low even as Middle East tensions rise. However, the conflict will still affect the global oil markets, including potentially routing tankers away from the Strait of Hormuz. He says that if prices spiked up to over $100 as some fear, it would be extremely short-term and not an “equilibrium price.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Rob Thummel is at the NYSE site to discuss the global energy market. He says there hasn't been a real supply disruption so far in the Iran-Israel conflict, but the greatest concern remains escalation near the Strait of Hormuz. He believes Iran wants to de-escalate the conflict, which could drop oil prices to $60. Rob believes other Middle Eastern countries and OPEC members could fill any gaps from Iranian disruptions in oil production. He adds that his firm is looking forward to alternative energy sources and energy export infrastructure as well. He names Williams (WMB), Constellation Energy (CEG) and Cheniere (LNG) among names to watch.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down a fast-moving energy landscape: Iran signals willingness to negotiate a nuclear deal as tensions with Israel escalate, while cargo traffic slightly dips at the Strait of Hormuz—a key oil chokepoint. Despite Middle East unrest, Rystad predicts oil prices will stay under $80. The hosts also critique the financial reality of "renewable energy" and highlight TotalEnergies' expansion into Malaysia for LNG growth. The episode closes with oil prices dipping below $70, geopolitical risk recalibration, and a call for investor caution amid market volatility.Highlights of the Podcast 00:00 - Intro01:12 - Trump reveals Iran would ‘like to talk' about a nuclear deal since they're ‘not winning' war against Israel02:15 - Naval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy Investors03:16 - Rystad: Oil Prices To Remain Below $80 Despite Escalating Middle East Tensions05:28 - The greatest oxymoron statement of all time: “Renewable Energy”07:13 - TotalEnergies expands in Malaysia with Petronas deal11:29 - Market Update13:06 - OutroPlease see the links below or articles that we discuss in the podcast.Trump reveals Iran would ‘like to talk' about a nuclear deal since they're ‘not winning' war against IsraelNaval Force Sees Minor Cargo Dip Via Oil Chokepoint Hormuz: What It Means for Energy InvestorsRystad: Oil Prices To Remain Below $80 Despite Escalating Middle East TensionsThe greatest oxymoron statement of all time: “Renewable Energy”TotalEnergies expands in Malaysia with Petronas dealFollow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

A dramatic incident happened in the Persian Gulf, where a "dark fleet" tanker collided with another crude oil vessel near the Strait of Hormuz, igniting a fire amidst rising GPS disruptions in the region. This critical maritime choke point, responsible for a fifth of the world's oil and gas supply, continues to be a hotspot for geopolitical tensions. Shifting to international trade, President Donald Trump and UK Prime Minister Keir Starmer have announced a significant easing of tariffs between their nations. This new agreement zeroes out aerospace import tariffs from the UK and reduces auto tariffs to 10% on the first 100,000 vehicles, a sharp drop from the previous 27.5% duty. On the fuel front, benchmark diesel prices have seen their biggest upward move since January, rising 10 cents per gallon to $3.571, largely driven by escalating conflict between Israel and Iran. While crude oil prices briefly dipped, market anxieties over tightened diesel availability persist, especially given Iran's role as a supplier of heavier crude. In North America, DHL Express Canada is preparing to suspend parcel operations due to a tough labor dispute with Unifor, impacting 2,100 workers. A new Canadian law prohibiting replacement workers has forced DHL's hand, leading to an indefinite shipment embargo starting Tuesday night with full operations pausing by Friday. A serious crackdown on safety and fraud in Florida has led to the arrest of eight individuals, including two state employees, for selling fraudulent driver's licenses to undocumented migrants. Shockingly, some of these illicitly obtained licenses were commercial, enabling unqualified individuals to potentially operate tractor-trailers, posing a significant threat to highway safety. Finally, in the skies, Saudi Arabia-based AviLease has made a bold entry into the widebody air cargo market with a direct order for 10 Airbus A350 freighters. These state-of-the-art jets promise remarkable fuel efficiency and the capacity to carry up to 120 tons, featuring the industry's largest cargo door for oversized shipments and even 20-foot containers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Vancouver is a major coastal seaport city situated on the mainland of southwestern British Columbia, Canada. It occupies a peninsula bordered by the Burrard Inlet to the north, the Fraser River delta to the south, the Strait of Georgia to the west, and the Coast Mountains to the east and north. This strategic location makes it Canada's primary gateway to the Pacific Rim and Asia.The city's most defining geographical feature is its stunning juxtaposition of dense urban development against a dramatic natural backdrop. The steep, forested slopes of the North Shore Mountains (including iconic peaks like Grouse and Cypress) rise abruptly just north of the city center, while the waters of the Burrard Inlet, English Bay, and the Strait of Georgia frame its western and northern edges, creating a visually spectacular setting.Vancouver experiences a mild, oceanic climate heavily influenced by its coastal location and proximity to the Pacific Ocean (Köppen classification: Cfb). It features relatively warm, dry summers and cool, wet winters. While known for its significant rainfall (especially from October to March), it enjoys mild temperatures year-round, with rare snowfall at sea level and infrequent extremes of heat or cold compared to continental Canada. The Vancouver region lies within the Coast Mountains physiographic region, shaped by complex tectonic activity and glaciation. The city itself is built upon a mix of glacial deposits (including the Fraser River delta sediments) and ancient volcanic bedrock. The dramatic fjords of the Burrard Inlet and Howe Sound are remnants carved by massive glaciers during the Pleistocene ice ages.Vancouver is located within the Coastal Western Hemlock biogeoclimatic zone. This ecosystem is characterized by lush temperate rainforests dominated by towering conifers like Western Hemlock, Douglas Fir, Western Red Cedar, and Sitka Spruce. Abundant rainfall and mild temperatures support dense undergrowth, including ferns, mosses, and shrubs. Hosted on Acast. See acast.com/privacy for more information.

US equity futures slightly higher. European markets trading weaker and Asian markets ended mixed. Geopolitical risk remains high as Israel and Iran exchanged strikes for a third day. Market concern remains about potential for disruption to crude shipments via Strait of Hormuz. China's May activity data came in mixed: industrial output and fixed asset investment growth slowed more than expected, while retail sales surprised to the upside amid holiday spending and a trade-in stimulus. G7 summit saw little progress on trade, though bilateral talks between Trump and other leaders continued. Japan and the US discussed a potential deal, while the US and Vietnam neared a framework agreement. Preliminary University of Michigan consumer sentiment rose for the first time in five months, while inflation expectations moderated.Companies Mentioned: US Steel, Nippon Steel, Coinbase, Gemini, Google, Meta

In this episode of Supply Chain Secrets, guest host Don Davis and Lars Jensen unpack the latest ripple effects across global shipping. From the unfolding Israel-Iran conflict and misinformation surrounding the Strait of Hormuz, to erratic Trans-Pacific freight rates and spot rate premiums from Northeast Asia, they break down what's real, what's noise, and what it means for shippers. Plus, they explore how U.S.-China tariff confusion and European port congestion could reshape peak season planning. Amid all the volatility, one thing is clear: the supply chain is strained—but still standing. 

Dr. Ellen Wald and Ed Butowsky cover the energy markets. Ed says that the movement away from Middle Eastern reliance means that he's not overly worried about an impact to the U.S. “You have everything in the world pushing prices down,” he adds. Ellen thinks the oil market has realized that Israel's attacks on Iran are not going to shock the system. She also thinks there is very little threat to the Strait of Hormuz – “Iran has to have absolutely nothing to lose.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Vikas Dwivedi thinks the Iran/Israel conflict will be over quickly due to low supplies on both sides and won't impact global oil supply. He calls a blockade of the Strait of Hormuz “a last resort” for Iran. He also expects OPEC+'s supply bump to hit mid-summer, potentially bringing down prices as well, but not crippling the market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Equity futures are inching higher ahead of Monday's close, looking to rebound from last week's volatility. Kevin Green provides his market insights as investors look overseas to ongoing hostilities between Israel and Iran. KG looks at the impact to the global energy market, highlighting the significance of global shipping and oil supplies through the Strait of Hormuz. Later, Kevin looks at the intraday levels in the S&P 500 (SPX) to keep on the radar.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode of the Energy News Beat Daily Standup, the hosts, Stuart Turley and Michael Tanner break down the energy market chaos following Israel's strike on Iran's South Pars gas field, the potential closure of the Strait of Hormuz, and a major refinery fire in Texas. They cover rising oil and gas prices, the global shift back to hybrids as EV sales lag, and the political fallout from Trump ending California's EV mandate. Plus, they dive into BP takeover rumors as ADNOC eyes its LNG assets, with big implications for global energy investors.Highlights of the Podcast 00:00 - Intro01:42 - Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran Retaliates03:52 - Is Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?08:26 - DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV Mandate11:07 - Automakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?13:36 - Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer Impact17:52 - Markets Update19:38 - Rig Count Update19:43 - Frac Count Update20:31 - Energy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?23:41 - OutroPlease see the links below or articles that we discuss in the podcast.Israel Targets Iran's South Pars Gas Field in Escalating Airstrikes, Iran RetaliatesIs Closing the Strait of Hormuz the ‘Apocalyptic' Scenario for the Oil Market?DAVID BLACKMON: Trump Ends Newsom's Terrible Week By Killing His EV MandateAutomakers Pivot to Hybrids as EV Sales Lag Behind Expectations – Will the EV market bifurcate into Tesla vs. all the other hybrid manufacturers?Massive Fire at Marathon Oil Refinery in Texas City Sparks Supply Concerns and Consumer ImpactEnergy News Beat: BP Takeover Speculation Ignites as ADNOC Eyes Gas Assets – Should BP Relocate to the U.S. Before Selling?Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing– Get in Contact With The Show –

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Friendly Corn Numbers (USDA)4:12 Crude SURGES6:19 US Dollar is Weak9:25 US Drought / Weather14:46 Biofuel News / RVOs16:49 Export Sales18:40 ICE and Ag

“The real concern here is the Strait of Hormuz,” Phil Streible says as he monitors escalations in the Iran/Israel conflict. The Strait carries a significant part of the world's crude oil supply every day. He thinks gas prices could be “dramatically higher” by Monday. He thinks gold futures could be targeting $3,600 if geopolitical tensions continue. He also looks at the silver market and its relationship to gold right now.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

UPDATE: There is a significant update on the news head over to our website through this link to read on the new updates as of today, June 13, 2025 - https://israeldailynews.org/inside-israels-strike-on-iran-an-eight-month-operation-that-changed-the-middle-east-overnight/Israel is preparing to launch a strike on Iran's nuclear infrastructure without U.S. support;  The Joint Maritime Information Center (JMIC), issues an urgent advisory warning of "escalating regional tensions" with elevated threat levels for vessels operating in the Arabian Gulf, Strait of Hormuz, and Northern Arabian Sea; Hamas gunmen attack a bus carrying 20 aid workers from the Gaza Humanitarian Foundation (GHF); & President Javier Milei announces Argentina will move its embassy from Tel Aviv to Jerusalem in 2026. Plus! A Torah thought by Rabbi Yossi Madvig of Oswego, New York.Happy Israeli Pride!Click that you heard about Hasod (gift boxes) from “a podcast” when you check out. https://www.hasodstore.com/shopsmallIsrael Daily News website: https://israeldailynews.orgIsrael Daily News Roundtable: https://www.patreon.com/shannafuldSupport our Wartime News Coverage: https://www.gofundme.com/f/independent-journalist-covering-israels-war Links to all things IDN:⁠ https://linktr.ee/israeldailynews⁠Music: Erika Kall & Lian Gold - Tik Tak - https://open.spotify.com/track/3nmndTL7UoCZaeTx8Y5QwX?si=b823246be8714947

//The Wire//2000Z June 11, 2025////PRIORITY////BLUF: INDICATIONS AND WARNINGS EMERGE REGARDING DEVELOPMENTS IN MIDDLE EAST. RIOTS CONTINUE TO EXPAND IN MANY MAJOR U.S. CITIES. RIOTS IN NORTHERN IRELAND BECOME MORE KINETIC.// -----BEGIN TEARLINE------International Events-Middle East: Indications and warnings are growing regarding an unknown threat to the United States throughout the region. Reports have emerged indicating that the US Navy base in Bahrain is at an increased defensive posture, and that non-essential staffers and their families are currently being evacuated from the American Embassies in Baghdad, Kuwait, and Bahrain. A few moments ago the UKMTO office also issued a very vague warning statement, advising mariners to be advised of increasing tensions through the Strait of Hormuz.AC: At the moment, none of this is confirmed, but the rumors are trickling out anyway, since this appears to be a very time-sensitive threat, whatever it is. Nobody knows what's going on for sure, but a lot of diplomatic stations and military bases are at an increased level of readiness right now, which looks to be related to a very specific threat of some kind. Shooting from the hip (without any solid detail to go on), this could be related to an imminent Iranian nuclear test, or it could be related to Israel launching pre-emptive strikes to prevent such. Either way, the threat is extremely vague, but the heightened readiness seems real enough.Northern Ireland: Protests transitioned into rioting throughout several cities overnight, from a few different perspectives. Originally, riots broke out over the weekend in response to immigration issues and the assault of a child. However, as unrest has spread, opportunistic criminals have taken advantage of the fray to conduct looting that was unrelated to the initial incident.-HomeFront-USA: Counter-ICE protests have emerged in several major cities around the nation. So far, most of the more disruptive events have taken place in Los Angeles, Dallas, Austin, Seattle, Chicago, Atlanta, NYC, Providence, and Denver.Ohio: This morning evacuations were ordered for Vinton County after an industrial accident occurred at a local explosives factory in McArthur. Local authorities state that a very large tank of nitric acid began leaking at Austin Powders this morning, prompting the creation of a substantially large evacuation zone. The FAA has also placed a 30-mile Temporary Flight Restriction over the facility as the contents of the tank continue to present a hazard to the general area.-----END TEARLINE-----Analyst Comments: Last night the city of Los Angeles implemented a curfew for the city center, in an attempt to quell the rioting. Mass arrests were made in the DTLA area, however a state of civil unrest remains as demonstrations and protests have remained fairly persistent over the past week.Regarding the protest events for this weekend nationwide, roughly 1,655 events are scheduled for June 14th, most of which are being conducted and organized by the "No Kings" cause. Of course, it is highly likely that not all of these 1,600+ events will take place. However, there is always the possibility that areas which have no history of political unrest may be the recipient of general shenanigans this weekend.Analyst: S2A1Research: https://publish.obsidian.md/s2underground//END REPORT//

Today we had the pleasure of hosting our good friend Dr. Ken Medlock, Fellow in Energy and Resource Economics and Senior Director of the Center for Energy Studies at Rice University's Baker Institute. Ken joined the Rice University faculty in 2004 and holds adjunct professor appointments in the Department of Economics and the Department of Civil and Environmental Engineering, in addition to serving as director of the Master of Energy Economics program. He is also a Distinguished Fellow at the Institute of Energy Economics, Japan, and a sought-after voice on Capitol Hill, at OPEC, and in the media. The Baker Institute plays a key role in shaping energy policy debates in both the U.S. and globally and we were thrilled to welcome Ken to hear his latest insights on today's evolving energy landscape. In our discussion, we explore oil market dynamics and pricing, Middle East geopolitical complexity, Kuwait's production expansion plans, U.S. policy, including how recent grant eliminations impact the economics of carbon capture projects, as well as the importance of distinguishing short-term volatility from long-term energy strategy. We review the current state of carbon capture technology, with high costs remaining a significant barrier, the potential long-term opportunity to convert captured CO2 into valuable products, the potential impact of rolling back EPA emission rules on future generation mix, and how strong electricity demand growth will require all types of generation to meet future needs. Ken shares his perspective on the importance and challenges of coordination across U.S. energy agencies, the critical importance of supply chain resilience, how geopolitical risk premiums shape oil markets, and potential market impact if Iran advances its nuclear capabilities. We cover potential disruptions to energy flow through the Strait of Hormuz, the roles of the U.S. and Israel in Middle East tensions, OPEC+'s decision to accelerate production, low global inventories, and the Baker Institute's growth and expansion across ten programs. We also touch on the interconnectedness of energy and other sectors, the need to re-educate on supply chain dynamics, the intersection of energy infrastructure and disaster preparedness, evolving student interest in energy at Rice, and much more. It was a fantastic and wide-ranging conversation spanning many critical aspects of energy today. Mike Bradley kicked off the show by noting that the S&P 500 has rallied back to within 2% of its all-time high, while the S&P 500 Volatility (VIX) is hovering near YTD lows, which is a dangerous combination. U.S. equity markets appear to be largely driven by the ups/downs of Trump's “Big Beautiful Budget Bill” and tariff negotiations. On the bond side, the U.S. 10-year bond yield (4.45%) has traded sideways so far this week, but that could shift quickly given that several key economic reports are on deck this week, which also could go a long way in determining what the FED does at their June 18th FOMC Rate Decision Meeting. From a crude oil market standpoint, WTI price has recently surged to ~$65/bbl which has caught oil traders by surprise. The front-end of the WTI curve is trading in backwardation, while the back end of the curve is in contango, mostly due to a substantial global S/D surplus that's expected beginning in Q4'25. Last week, OPEC+ agreed to raise July production by ~0.4mmbpd (total 3mo production increase of ~1.2mmbpd), but these “stated” production increases are much higher than “actual” barrels that have entered the market, which is beginning to raise questions around OPEC's “real” spare production capacity. He further noted that Canadian wildfires, Iran nuclear deal delays, and the plunge in U.S. oil rig count (~40 rigs) over the last two months have all combined to move WTI price higher. He ended by highlighting that the EIA released its Short-Term Energy Outlook report this week, which forecasted that U.S. cru

The Professor Frenzy Show Episode 361 The Moon Is Following Us #10  from Image  | Writer(s):Daniel Warren Johnson  | Artist(s):Daniel Warren Johnson  Riley Rossmo  |  $3.99 Solomon Kane #3 from Titan Comics (W/A) Patch Zircher $4.99 Who Are the Power Pals #3 of 4 from Dark Horse Comics (W) Duane Muray (A) Ahmed Raafat $4.99 We're Taking Everyone Down With Us #3 from Image Comics (W) Matthew Rosenberg (A) Stefano Landini, Jason WordieLet This One Be A Devil #4  from Dark Horse  | Writer(s):James Tynion Iv  | Artist(s):Piotr Kowalski  |  $4.99 Patchwork Girl Of Oz #5 from Image  | Writer(s):Otis Frampton  | Artist(s):Otis Frampton Tracy Bailey  |  $3.99 Shudder Magazine #22 from Warrant Publishing Company  | Writer(s):Don Glut  | Artist(s):Nik Poliwko  |  $6.99 Vampiress Carmilla Magazine #26 from Warrant Publishing Company  | Writer(s):Don Glut  | Artist(s):Various  |  $6.99 Arcana Royale #2 from Dark Horse  | Writer(s):Cullen Bunn  | Artist(s):A.C.Zamudio  |  $4.99 Farmhand #22 from Image  | Writer(s):Rob Guillory  | Artist(s):Rob Guillory JeanFrancois Beaulieu  |  $3.99 Be Not Afraid #1  from BOOM! Studios  | Writer(s):Jude Ellison S. Doyle  | Artist(s):Lisandro Estherren  |  $4.99 Hard Case Crime Heat Seeker Exposed A Gun Honey Series #1  from Titan Comics  | Writer(s):Charles Ardai  | Artist(s):Ace Continuado  |  $4.99 This Week's Best Comic Books MAD magazine #44 (W/A The usual gang of idiots) $5.99 - salute to Superman Free Planet #2 from Image Comics (W) Aubrey Sitterson (A) Jed Dougherty $3.99  The Future is ****** #2 (60 issue limited series) from Rekcah Comics (W) Fred Van Lente  (A) Ennio Bufi  $4.04  - F'd?  Redacted?  Censored?   I Hate Fairyland Vol 2 #41  from Image  |  Writer(s):Skottie Young  |  Artist(s):Derek LaufmanJean Francois BeaulieuNate Piekos  |  $3.99 Transformers Vol 5 #21  from Image  |  Writer(s):Daniel Warren Johnson  | Artist(s):Jorge Corona Mike Spicer  |  $3.99 Blood Type #1 (EC Comics) from Oni Press  |  Writer(s):Corinna Bechko   | Artist(s):Andrea Sorrentino  |  $4.99 Conan The Barbarian Vol 5 #21  from Titan Comics  |  Writer(s):Jim Zub  | Artist(s):Fernando Dagnino  |  $3.99 Hello Darkness #11  from BOOM! Studios  |  Writer(s):RL Stine  |  Artist(s):Francesco Francavilla  |  $5.99 Something Is Killing The Children #42  from BOOM! Studios  |  Writer(s):James TynionIV  |  Artist(s):Werther Dell Edera  |  $4.99 Toxie Team Up #1  from Ahoy Comics  |  Writer(s):Mark Russell  |  Artist(s):Richard Pace | $3.99 Nostalgia  UFO Flying Saucers #4, cover dated November 1974; cover priced 25 cents, published by Gold Key Comics.  Last Week Svengoolie showed Strait-jacket. Next week: Son of Dracula This week's that guy that was in that show is  Mark Richman Twilight Zone: Hocus Pocus and Frisby, Season 3 Episode 30, Original air date April 13, 1962

In Season 6, Episode 3 of Global Taiwan Insights, Ben Sando and Diarra Molock interview Lawrence Farley, better known by his stage name LeLe Farley (樂樂法利). Farley is a YouTuber with nearly half a million subscribers, and satirizes the Chinese Communist Party's (CCP, 中國共產黨) contradictory propaganda related to Taiwan and its own political system. Farley explains how he uses comedy to get ordinary people to care about nonsensical aspects of CCP propaganda, and how Taiwan activists can better hone their messages on social media. 

On this week's GZERO World Podcast, Ian Bremmer sits down with Bonny Lin, director of the China Power Project at the Center for Strategic and International Studies, for a look at one of the most dangerous flashpoints in the world: the Taiwan Strait. China has been conducting drills around Taiwan for years, but since the current pro-independence president, William Lai, took office in 2024, Beijing has been staging near-daily military exercises near the island–larger, louder, and more aggressive than ever before.Lai has pledged to boost defense spending, strengthen ties with the US, and reduce Taiwan's economic dependence on China. But Lai faces serious political headwinds at home. His party lost its majority in parliament, and he'll have to navigate a deeply divided government to get anything done. Meanwhile, Chinese President Xi Jinping says reunification with Taiwan is a national priority and has made it clear Beijing won't hesitate to take the island by force if necessary. The stakes are global: A war in the Strait would reshape the world economy, drag in major powers, potentially triggering the deadliest military conflict in the Asia-Pacific since World War II. So how far can China push, and how long can Taiwan hold out, before a crisis becomes inevitable?Host: Ian BremmerGuest: Bonny Lin Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

On this week's GZERO World Podcast, Ian Bremmer sits down with Bonny Lin, director of the China Power Project at the Center for Strategic and International Studies, for a look at one of the most dangerous flashpoints in the world: the Taiwan Strait. China has been conducting drills around Taiwan for years, but since the current pro-independence president, William Lai, took office in 2024, Beijing has been staging near-daily military exercises near the island–larger, louder, and more aggressive than ever before.Lai has pledged to boost defense spending, strengthen ties with the US, and reduce Taiwan's economic dependence on China. But Lai faces serious political headwinds at home. His party lost its majority in parliament, and he'll have to navigate a deeply divided government to get anything done. Meanwhile, Chinese President Xi Jinping says reunification with Taiwan is a national priority and has made it clear Beijing won't hesitate to take the island by force if necessary. The stakes are global: A war in the Strait would reshape the world economy, drag in major powers, potentially triggering the deadliest military conflict in the Asia-Pacific since World War II. So how far can China push, and how long can Taiwan hold out, before a crisis becomes inevitable?Host: Ian BremmerGuest: Bonny Lin Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published.

This is a two-part episode that focuses on very different topics with similar names. The original Operation Choke Point was launched by Obama as a way to shakedown industries that he thought he could manipulate. Biden revised the program in order to focus specifically on cryptocurrency-related businesses, exchanges, and banks working with industry leaders. The second part of the show features the maritime choke points worldwide that play a major role in the creeping spectre of World War 3. We focus on the Suez Canal, the Strait of Hurmuz, the Panama Canal, and the Strait of Malacca in southeast Asia. Conflict in the Middle East will cause multiple choke points to shut down, forcing the price of a barrel of oil to astronomical levels in a matter of weeks, not years. The Octopus of Global Control Audiobook: https://amzn.to/3xu0rMm Hypocrazy Audiobook: https://amzn.to/4aogwms Website: www.Macroaggressions.io Activist Post: www.activistpost.com Sponsors: Chemical Free Body: https://www.chemicalfreebody.com Promo Code: MACRO C60 Purple Power: https://c60purplepower.com/ Promo Code: MACRO Wise Wolf Gold & Silver: www.Macroaggressions.gold LegalShield: www.DontGetPushedAround.com EMP Shield: www.EMPShield.com Promo Code: MACRO ECI Development: https://info.ecidevelopment.com/-get-to-know-us/macro-aggressions Christian Yordanov's Health Program: www.livelongerformula.com/macro Privacy Academy: https://privacyacademy.com/step/privacy-action-plan-checkout-2/?ref=5620 Brain Supreme: www.BrainSupreme.co Promo Code: MACRO Above Phone: abovephone.com/macro Promo Code: MACRO Van Man: https://vanman.shop/?ref=MACRO Promo Code: MACRO My Patriot Supply: www.PrepareWithMacroaggressions.com Activist Post: www.ActivistPost.com Natural Blaze: www.NaturalBlaze.com Link Tree: https://linktr.ee/macroaggressionspodcast

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Ever wondered how a small nation like Malaysia transformed from a colonial commodity hub into a Southeast Asian economic powerhouse? Nestled in the heart of global trade routes, Malaysia's rise is a masterclass in leveraging geography, smart policies, and foreign expertise. But can it maintain the momentum to rival giants like Japan or China? From the bustling Strait of Malacca to cutting-edge semiconductor hubs, we unpack the secrets of Malaysia's success, the challenges that lie ahead, and what its growth means for the region. Learn more about your ad choices. Visit megaphone.fm/adchoices